Discuss the features and functionality of OneStream.
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Is it possible to use MTD & YTD in View filter for a Data Management job.It does not work if I use - V#MTD, Y#YTD, but this format seems to work for other filters like for time if I sue T#2021,T#2022 there are no issues. But only for View filter using multiple filter seems not to work.Do anyone know of any workaround to resolve this? thanks Kumar
Hi all, i'd like to ask how can i get in the metadata builder view an initial complete version of the dimensions each time before adding new items?When i have to update the application dimensions, i would always have the previous situation in metadata builder template as a starting point.Any suggestions will be appreciatedthanks you
Hi OSAdmin We have a use case where the existing base entity members will be removed from the parent entity and the data of existing base entity member or the parent entity member needs to be copied into the new base entity that will be created under it, is there a way we can achieve this within cube through Business Rules or Data Mapping after metadata updates are applied and without asking users to update/adjust manually The above can happen with multiple parent child combinations. Before Metadata Change Hierarchy A (Parent entity) - Data - 40 A1 (Base entity 1) - Data - 30 A2 (Base entity 2) - Data - 10 After Metadata Change Hierarchy A (Parent entity) - Data - 40 A3 (Base entity 3) - Data - 40 Orphans A1 (Base entity 1) - Data - 30 A2 (Base entity 2) - Data - 10 Thanks, Vishal Pai
Hi, There seems to be an issue when pulling members through GridView from the dimension library. As shown in the screen shot below, when filtering on a specific roll up within the dimension using the parent child relationship reference the report includes duplicate members. This is because OS is pulling all the alternate roll up locations as well. We are wanting to pull just the main rollup so that we can see the members and parents in separate columns within excel. Does anyone know how to get around this or another way to pull this data from OneStream.
Is there a way to set the default application for all users? I would prefer it to always default to our Production application every time someone logs in.
We set up OneStream approx. 3 years ago. Since then our user base has expanded a lot and we have facing issues in users accessing OneStream. Currently, in order to grant acess we have to add users who utilise different IT Networks as guests to our Azure AD. However, we have a number of smaller entities where we can't do this as they don't have a corporate IT network with an external facing IP we can whitelist. Has anyone come accross this issue and are there solutions we haven't thought of?
Hi all, I am having trouble with a member formula that essentially subtracts interest expense from interest income: I'm sure I am missing additional dimensions/qualifiers in the member formula, but everything was the exact same except the account of course. Any direction would be greatly appreciated!
Dear community, I am currently using FDXExecuteCubeView in order to get only data coming from a cube view that the user is selecting into a business rule data table. However, FDXExecuteCubeView need to specify the entity & scenario member filters which is a pain when these are parametric. --> So I was wondering if there are other way to get the data coming only from a cube view ? I was thinking of a data adapter component but it seems that the cube view passed in those can't be parametric (ie. the name of the cube view can't be a parameter). What are the other, possible better way, to get only the data coming from a cube view ? Regards,
Hi, we have dashboard with multiple driver tabs. if data is entered in one tab but not saved prior to switching to another tab that data is lost. Is there a BR to check for unsaved data and prompt the user to save? thanks, Greg
Hello, I am looking to write a confirmation rule which pulls a value for a flow member across each account. An example would be we have a calculated opening balance and a loaded opening balance. There is a flow members which calculates the variance between the loaded and the calculated beginning balance. If the absolute value within the validation flow member <> 0 I want the rule to return which accounts are causing the outage within the info1. I'm looking forward to seeing if if anyone else has come across something like this. Cheers!
Is it possible to change these colors globally within an application?: 1. The application colors that are the Blue and light blue that we see at the top navigation and application header bars. 2. The highlight color that occurs when your cursor hovers and selects different cells such as within a grid view or a cube view.
Hi We are getting the following error message on a new data source load' Detail Cache summarization did not produce any Summary Data Rows.'Can anyone share any light on what this might indicate?
Hello, Is there a way to export multiple pages of the drill down in a single csv? It seems like each page of the drilldown must be exported separately, which is very time consuming. Thanks!
Hello - Wondering if anyone has come up with a efficient way of providing visibility for end users into the calculation logic and/or equations that are being used by dimension members. For example: End user pulls up a Cube View The Cube View is a mix of base members, calculated members, and dynamic calc accounts How can they see the equations impacting the various members? I'm hoping there is a better way than manually documenting it during system set-up and updating with each change. Any input appreciated. Thanks,Bil
I am getting an error while trying to access the file from the BR . The process cannot access the file '\\XXXXXX.file.core.windows.net\onestreamshareprd1\FileShare\Applications\XXXXXXX\Groups\Everyone\XXXXXX\File_XXXXX.zip' because it is being used by another process.
Hi all,I have a 'working' DrillBack script which connects happily to my SAP ByDesign system. However, I want to extend it's flexibility and get it to DrillBack to the active WF year and period which is not necessarily the current WF. However, regardless of me even hard coding a start and end date rather than receiving the WF settings, it will always take the year element from my BR script but the currently active accounting period in SAP ByDesign as the end month. Is it a OneStream issue or a SAP ByDesign issue that I am not understanding whereby it will ignore my web-request parameter and just go with the active period ? Example 1 of the WF timeDim wRequest As WebRequest = WebRequest.Create("https://my999999.sapbydesign.com/sap/byd/odata/FINGENERALLEDGER_analytics.svc/RPFINGLAU02_Q0001QueryResults?$select=CPOSTING_DATE,CCOMPANY_UUID,CGLACCT,TGLACCT,CFISCPER,CACC_DOC_UUID,TACCDOCTYPE,CNOTE_IT,TOEDREF_OBJ_TC,FCDEBIT_CURRCOMP,FCCREDIT_CURRCOMP&$filter=PARA_COMPANY%20eq%20%2
Hello, I have a requirement where I'll have to read the current month in XFBR rule and return a string based on a few conditions. The time filter in the columns is set to |WFYear|.Base. I've tried a few different variables, but they're all only passing on the year. When I divide the columns up into specific months, I get the required results, but I'm searching for a method that I can use when that's not the case. Is there something similar to api.pov.time.name that I can use in XFBR, or is there any other approach that I'll be able to use? Thank you, Manasa
OSAdmin Is there a way through which OneStream user's ability to use/view the Lock/Unlock options on Workflow Profiles (Review, Base Input, Parent Input) Steps can be restricted/disabled, we have provided below application security roles to Admins Only, still users having access to their respective workflow have the right click - lock/unlock optionThanksVishal Pai
Hi Everyone, In building out our financial reporting, I was seeking to get some opinions on best practice related to adjustments for financial statements when scaled and rounded to millions. We are coming from doing our consolidations and external reporting in Excel and reconciling to the external financials is always a challenge when pulling numbers out of our prior tool (TM1) as the quarterly adjustments never then add up to the full year adjustment. We've been told that there are OneStream implementations where they have rounding done through business rules and account text fields. But have also been told that really the best practice is just to do rounding numbers in our filing tool, versus in OneStream. As users and technical experts, what are the opinions on what the best practice really is for this stuff? Thanks!
Hi Team, I'm wondering if there's a parameter that can be used in OS for a new line? I mean there's already a |SPACE|, which works perfectly, but I would need such parameter for new line (like \n in VB.NET), any ideas? Thank you!
I would like ask about culture settings and how it influence casting from text value to decimal number. We have an automated import from external system using delimited files and pre-stage table in application database. From the file the data is loaded as a string and from the string it is translated to the decimal value in connector. We use the query here (see that there is explicitlely specified a culture to be used for a casting): selectIFRS_account, ledger_id, currency, pairing_code, ICS_code, Partner_description, PARSE (local_ccy_amount as decimal(26,5) using 'en-US') as local_ccy_amount, PARSE (transaction_ccy_amount as decimal(26,5) using 'en-US') as transaction_ccy_amountfrom [dbo].[MyExternalTable]where importGUID = '{import_GUID}'and _tbValid = 'Y'and coalesce(ICS_code, '') = '' During the testing we found that culture settings for user have an influence on the results. How is that possible? I thought this is a job for a server side and there should be no effect of client app
Hi all, In our OneStream environment, we have few hundred users and few thousand groups to which these users are assigned to for granular access. Want to check these with OneStream admin Gurus:1) Currently the semi-annual user re-certification exercise is done manually by extracting the OneStream user/group access reports and asking the approvers to re-certify. This is proving to be cumbersome exercise. How do you all do this in your environment? Are there any best practices about this?2) Have you used or seen/heard about a third-party tool like SailPoint being used to manage OneStream user / group access and resulting re-certification activities? How difficult it was to build integration between a tool like SailPoint and OneStream?I would love to hear your experiences.Thanks in advance for any experience sharing.
I am modifying a business rule that uses the entity name to search a similarly named (Entity_Acct_Description) table and return a value. I want to verify that the table exists before attempting the TransformText to prevent errors in the case of new entities or name changes. Is there a way to verify the named object exists before executing the code? ElseDim LookupTable As String = TEntity & "_Acct_Description" ''''IF Lookuptable exists do this''''SAccountDesc = BRApi.Utilities.TransformText(si, SAccount, LookupTable, True)
Hi, Is there an easy way to get MemberScript from the DataCellPk? I can see a method called 'GetMemberScript' (what a surprise) on DataCellPk object, but it doesn't work (or I cannot figure out how it works) in Extensibility Rule. The goal is to take the details of one DataCell, replace one of the members and process (validate) such created reference to another DataCell. Any tips? Best, Karol
Hello team,has anyone implemented the drillback functionnality in onestream ?I need help to build it ? Is there a pre-build module ? Or what are the steps to put it in place ?Thanks in advance !!
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