OneStream Platform Forums

Hi All - I'm trying to understand why this would occur. I had loaded some prior year data, but somehow one of the month is showing negative numbers. I tried to consolidate but it wouldn't change. Wondering what I need to do to fix this?  

Hello, Apologies if this seems like a rather basic question but I couldn't see anything in the Golfstream app. Is there a standard business rule I can take which copies data from one POV into another and modify it so I can effectively combining two base entities into one?  Thanks, Oliver

What is the best way to stop administers to see the PLP Register and plan tables from the system /database tab. We have added the access/maintenance  group for ancillary tables setting in the config file,  however that is only stopping getting the to the PLP register dashboard. However it is not stopping the following two items Admins being able to go to system/database and see the table dataIf I create a new dashboard with a data adapter and write a sql query on the register table, any user with access to the dashboard is able to see the salary data. What is the best practice for this. Also – if we use any additional custom tables to load additional comp related data , is there any way to provide security on those custom tables ? 

Hello everyone -    As the title mentions. How do I grab a list of entity members which contains the word "district" within its name/description? 

Hi, We would like to have account instructions in one place like a manual on how each account in the Balance Sheet and Income Statement etc. should be used. Are there anyone that has tried to incorporate that into Onetream? Like below: All suggestions highly appreciated   

Hosted by Azure/Managed by OS, so never spent anytime learning how to monitor our environment other than at the very high level (System-Environment-Refresh). Hoping someone can point me in the right direction.  Really looking to see how long Excel queries take, steps within consolidations and just general overhead.  I seem to remember something provided within Azure to monitor but not sure if that is still around or not.  We are heavy for 8 days and adding more functionality so need to make sure we can still run acceptable during that time.

Hi OneStream Gurus, I have a workflow profile with multiple rows (assigned entities, parent node....). One calculation definition executes a data management sequence. I am using the WF text to pass the entities to the DM sequence and this works fine.. But I was wondering if there is a way to pass the entity from the calculation definition row to the DM calculate sequence or the data quality event handler business rule. As expected if I use the E#Root.WFCalculationEntities in the DM calculate it runs for all entities defined in all rows. Thanks Maja

Hi OS gurus. Hoping to get a little help on converting a Hyperion line of codethat is using SUMRANGE to OneStream. Here is the Essbase line I am trying to convert: IF(@ISMBR("Assoc Ex Elim"))@SUMRANGE("Cash - Asset",@CHILDREN("Assoc Ex Elim"));ENDIF This piece of code is going to reside in a Flow member that has already been setup as a DynamicCalcTextInput member. It already has codewhere it is calculating account "A29970 - Assoc Ex Elim" based on if a Cash account is positive or negative. It works good but is doing it for all UD1 members, we want UD1 member named"Assoc Ex Elim" to not use this Cash account formula but rather just consolidate what it's children have. This is what the Hyperion code is doing. I have tried the following but no data comes back for it:If api.Pov.Account.Name = "A29970"Dim UD1NAME As String = api.Pov.UD1.Name   If api.Pov.UD1.Name = "Assoc Ex Elim"    api.Data.Calculate("F#ENDBALCALC=F#ENDBALCALC","A#A29970",,,,"UD1#[Assoc Ex Elim].Childr

Hi - I have created a routine in Connector Rule to fetch the Worker data from HCM and I was able to assign it to a variables and able to print it successfully.   My question is below    1. How I can assign the variables to the List because I am trying to use this connector rule in Data Source and trying to bring the data to the OS stage Area ? is it possible, My function return type is task for the RESTAPI call.   2. Or I can create a Extender Rule and create a Table in the Backend and import into the table and create an another connector rule to bring it to the stage.   Any suggestion would be appreciated.   Thanks Krishna

Hi All, I'm looking to filter a dynamic calculation by the base of my income statement and balance sheet accounts. The result of this dynamic calc will be leveraged within a confirmation rule.  Do you have any suggestion on how to effectively filter this?  Thank you in advance.

Hi Experts,   I have the following rule to translate my opening balance adjustment (entered manually in the current year) at an opening rate.   If (api.Cons.IsCurrency() And Not api.Cons.IsLocalCurrencyforEntity()) Then 'Only run for foreign currency Dim timeId As Integer = api.Pov.Time.MemberPk.MemberId Dim prioryearid As Integer = api.Time.GetLastPeriodInPriorYear(timeid) Dim rateTypeClo As FxRateType = api.FxRates.GetFxRateTypeForAssetLiability() ' get closing rate from prior year Dim pycloRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeClo,prioryearid) 'use closing rate from PY to translate this member api.Data.calculate("F#ObalAdj = C#Local:F#ObalAdj*" & pyclorate,"A#Bs.Base") End If   While this works perfectly for data entered via Forms, it doesn't work for adjustments entered via journals. When a journal is posted against ObalAdj member, I see  2 things happening:   1. The AdjInput member translates at opening rate ba

  The items below detail the specific list of tasks that are executed for each data unit during the calculation process. Data Unit Calculation Sequence (DUCS) Clear previously calculated data  If Using Hybrid Scenarios  - the copy will run here Run Scenario Member Formula Run reverse translations by calculating Flow members from other Alt Cur. Input Flow members Execute Finance Business Rules (1 & 2) Run Formula Passes (1 – 4 ) Account, Flow, UD1, UD2, … UD8 (Member Formula Execution) Execute Finance Business Rules (3 & 4) Run Formula Passes (5 – 😎 Account, Flow, UD1, UD2, … UD8 (Member Formula Execution) Execute Finance Business Rules  (5 and 6) Run Formula Passes (9 – 12) Account, Flow, UD1, UD2, … UD8 (Member Formula Execution) Execute Finance Business Rules  (7 and 8 ) Run Formula Passes (13 – 16) Account, Flow, UD1, UD2, … UD8 (Member Formula Execution)

Originally posted by Eric Osmanski 4/13/2020 I want to create a SQL Select Statement but I need to check whether the table in BI Blend exists first.

When creating a Copy Data (Data Management) job, I find that I have to have the import nodes of the Workflows set to True (Active) in order to have the Data Management job work, otherwise I get an error. I do not want the end users doing anything on the Import node and would rather they were set to False. Is there any way around this?

Customer has intercompany transactions in local currency. They want to eliminate sales and cost of sales and have the remaining margin (in local currency) at the Sales entity - not in an elimination entity - and be able to view in local currency.  For the entity purchasing the goods, it should be zero. Is it possible to do this in rules? Or some other way?    thank you

I would like to use the Cloud Administration Tools > Manage Applications to copy our Production application to Development (refresh Development).  I have reviewed the documentation and OneStream Academy video for how to do this but have a few questions. 1) Does it copy all the data in addition to the artifacts and metadata? 2) I see an option to have it reset IIS when completed but do you know if it stops IIS in both apps before doing the copy?  If not then do I just need to make sure I do not initiate the Copy when users may be in the applications? Thank you Denise

Example:On the workflow France I have the choice between 3 entitiesI choose to input the package of the entity FR0200. I select a first time the entity FR0200 (1)When I go on a second form, I lose the entity and fall back on the first entity FR0220 (2)The entity viewpoint is set from a parameter as below:Parameter type : Bound ListResult format string type : DefaultMethod type : WorkflowProfileAndDescendantEntities thank you for your return

The attached file will help plan rules from HFM to OneStream

Hi everyone,  When we run a confirmation step, we have a DB to show all confirmation passed or failed  and when it failed we have Information 1, 2, 3, but with this DB we can only see confirmation rule by confirmation rule. This point is very inconvenient if you have more than 10 entities in your WF I have a another DB to show all confirmation rule by entity, this is very helpful for the user but I would like to add Information 1,2,3 from table 1 to the table 2 (as image)  Do you have any idea with which table I can take these column ? maybe I can joint 2 tables of sql and create a new one with all information  Table 1: I dont know where I can find it Table 2: this table is native in Onestream    Thank you for your help  Have a nice weekend 🙂 Hoa PHAN         

Source: OneStream ChampionsHi all!Do any of you run allocations in OS? Would you be able to share how you accomplish this?Currently we manually reallocate data that comes into our income statement accounts under one UD2 to two UD2s based on the percentage split of units (which is a stat account in OS). This is loaded as a balanced journal entry every month but I’m wondering if there’s a more efficient, less manual way to accomplish it.I tried reviewing OS academy, the design doc and golfstream and can’t find a good example of an allocation being run. Would any of you have a suggestion? For a simple allocation like this, would you recommend a CV form to allocate or would the Allocation journal entry type work better? Or maybe it’s a formula on the UD2 member itself that triggers the allocation?I’ve also submitted a support ticket but was thinking that maybe some customer experience would be useful too.

We are trying to set up a fixed matrix data source that has account values in multiple columns (mix of numeric and text).  Is it possible to convert the text value for an account to a numeric value in the data source set up?  e.g. Account text value is regular and we would like to convert it to a numeric value of 1.

Hello How does one write an aggregation business rule? I know Accounts aggregate automatically, but a business  rule is needed for Entities, correct? In Essbase we could have something like:   FIX ("2025","Jan":"Dec","Actual") Calc DIM ("Account","Source","Product","ResponsibilityCenter","Interco","Entity","Location"); ENDFIX;

Hi, I'm trying to set up some new Cash Flow accounts, and as usual I'm looking at the existing CF accounts to see how they've been set up. However, I'm pretty new to OneStream, and I'm struggling to make sense of some of the Syntax.  I've had a look in the 'OneStream XF Reference Guide.pdf'  but there isn't much info there.   Where can I find more info on Member Formula Syntax?  Is there another document that I'm missing?

Originally posted by Swadhin Patrrahi , i am getting security access error while uploading journal through excel template. i am having admin access. could anyone please help me on this and what could be possible reason to avoid this error. I've attached the pop up message Thanks in Advance    

We are preparing for our UAT period and user access controls will be a part of the testing.  I can see in the User Security reports that we have 2 native users.  When click on Native Users to pull up the list, there is only one name listed.  Why is there only 1 name listed?  Also, I am looking for a description of what a Native User is - Design guide really does not explain it in a manner that I can provide that to the auditors and not get more questions back.  I believe that the Installation guide may have some additional information but I cannot search that document online and it is not available for download (PDF file is not offered in the search result).  System and Configuration as well as Academy has nothing on this topic.  Thanks!