OneStream Platform Forums

I've seen the 'Reset IIS' option as part of the Copy App process,  and now again in the instructions for applying a new license key,  but I have some questions: 1 - What does Reset IIS actually do? 2- What impact does selecting this have on our applications and users? 3 - How do I manually Reset IIS, so I can complete the Apply License Key instructions? Thanks.

Equity Accounting And Methods   A consolidation method is just a way to treat an entity during consolidation based on how much of it you own or control.  It makes sense, if you only own 10% of an entity, and another entity has an asset recorded for the value of that investment, you would be overstating your value if you let it add up at 100%.  The following are the most common methods you might see.   Subsidiary: Entity owned at >50% The Subsidiaries financial statements are consolidated and eliminated.  The Equity associated with the subs financial statements are eliminated against the Holding companies Investment in the sub.  If the Sub is not 100% owned, the owned portion of Equity is eliminated and the unowned portion is reclassed to Minority Interest.   Equity: 50% >Entity owned >20% An Entity held, as Equity Method is NOT consolidated.  The Net Income of the Entity is multiplied by the Equity holding and the result is booked to the

Equity pickup (EPU) is a method of reevaluating the investments owned by a holding company allowing the parent to realize changes in equity. This results in the holding company’s balance sheet showing the current value of the corresponding share in the equity of the subsidiary. Investments are normally shown at historical or acquisition cost.  But an invested company has a value that can vary based on profit and loss they are incurring.  The equity pickup adjustment offsets the historical cost in local currency, showing the actual value of the equity owned.  Direct Ownership Percentage * Equity of Owned Entity = Current Equity Value - Investment = Equity Pickup Adjustment You can calculate the adjustment by simply taking the direct ownership percentage multiplied by the equity of the entity owned then subtract the investment in the parent.  In OneStream the ownership percentage can be entered directly on the entity or by creating a Ownership cube.  But once thi

Hi All,  I'm trying to understand whether there is any way that within People Planning, a user would be able to initiate a transfer and the receiving entity would have the ability to accept or deny this transfer through an approval process.  As an example, If I am transferring 3 employees from the insurance team to the finance team, would a member of the finance team be able to deny this change?   Appreciate any insight you all may have on this. Thank you! 

Hello Everyone, Please help with your expertise on below one issue I am facing, Thanks in Advance !We are trying to use Workflow channel for independent locking for forms, however not activated for any Dimensions.Summary of current status/setup is as below:1) Each entity is assigned to it's own independent workflow profile2) In each workflow profile we have  3 forms - 2 for entities and 1 for Corporate3) Created 3 channels - 2 for Entity forms ('Flow_Load' and 'IC_load' and they need to be able to lock independently) and 1 for Corp forms4) Moved all accounts to 'NoDataLock'5) Now Entity users have access to 'view and write' only on the 2 forms with local channels6) I was expecting that when Local forms are completed and locked - Entity users should not be able to load any data via Forms - "HOWEVER they can still do this via Excel Grid and / or Setvalue" ((((  Question is - Is there a way that as soon as they lock all the channels available to them Forms is 100% lock

OneStream Platform releases will periodically include an update to the Business Rules compiler, which is noted in each version’s Release Notes.  The enhancements typically make the compiler stricter in detecting syntax or other conditions, which are surfaced through Error or Warning messages.     Error messages must be resolved, as the Business Rules will not complete the compile process. Warning messages are exposed to provide guidance to the Administrator.  The displayed line items will still function but should be updated to support the latest compiler’s requirements.  The method to resolve the Warning will vary.  In some cases, a replacement function may be available, or there may be a change to a function’s properties. Example   The above error message informs the Administrator of a Warning on the LookupRowFieldValue function having a property change.  By reviewing the current rule, and by looking at the current Function Definition, th

I have an user who is not an administrator but has manage cube view security role so he can create and manage cube views.  However, he is also able to access cube view groups that are assigned to administrator only.  Is there a way to restrict this user accessing these administrator-only cube view groups?  Thanks!

Hi Team,We would like to understand how to  copy data from some specific tables fromappsuite(appsuite-prd.onestreamcloud.com) to appsuite_dev(appsuite-dev.onestreamcloud.com)for some specific tables.

Hi,  Regarding IC matching, is it possible to have a parameter with different Group entity levels in the dropdown? Regards,  Lovisa 

I have created a DM sequence that calls multiple steps.  One of the DM steps prompts the user to select a seed Scenario which I then pass to my Finance BR as a parameter value.  The scenario options are presented to the user as a Member Dialogue Parameter object.  This works perfectly when I run it directly through Data Management.Next, I create a Dashboard for all of this using Data Entry 123 for display.  The user sees a button component that is configured as 'Execute Data Management Sequence' and I give it a Task Argument of {Phasing_BUD_Seq}{} which is my DM Seq.When I test this from my Workflow (uses DE123), it does not prompt the user to enter the Source Scenario from my Parameter, it just fires the DM Sequence.  It seems like my member dialogue parameter is somehow being supressed or skipped.Does anyone know what I am missing here? Thanks

SOURCE: ONESTREAM CHAMPIONS Hi All,We are at the point in our implementation where we are thinking about managing security and our userbase. We are going to have ~600 users as we are very decentralized with our financial management, and we currently have our SSO setup with SAML. We use ServiceNow internally for all things workflow/helpdesk related and were going to be building the workflow for user creation/modification and their roles. Knowing that OneStream also uses ServiceNow for their integration I am wondering if there’s any thing out there to automate certain things from ServiceNow, or if we can script a .xml file out of ServiceNow to our staging database and have that loaded to OneStream to make the changes. If anyone has any ideas or experience I’d love to hear, as we are going to be having our OneStream system as an “in-scope” software from an audit perspective and want to have some tight controls around user management. Thanks,Jeff

Dear OneStream community,I'm trying to save the data on this gridview on a shared folder, does anyone know how i can do it ?  Once i will save it on a shared folder, i will put a business rule on the "initiate export" to tranform it and eport it in my computer this time.Please advice if you have any idea how i can do this,Thank you

New to OneStream but thought I would post an issue where we have an integration that runs a BR without any parameters and it will run successfully if we run it manually from theData Management menu. However this same integration will fail with the following error if we schedule/run it from the Task Scheduler. Here is the error we see in the Task Activity Log:Summary: Error processing Data Management Step 'Import DB2 Audit Checks'. Unable to execute Business Rule 'DB2_DataAudit'. Select a valid workflow profile... Any thoughts? Not understanding how it runs ok manually but has an issue if the Task Manager runs it. Thanks!

Hi All, How do i get data from Cognos into OneStream? I'm building a Fleet CV report, which uses two metrics -- FUR (Fleet unavailable to rent) and UPA (Under Performing Assets), which is available in Cognos. I'm assuming that I need to built a data adapter, or a manually upload the data.   Any suggestions would be great.   Best, Mustafa     

Do we have a way to transfer a file within OneStream (a pdf report), and automatically import into a public folders.  What will be the file-path to that shared drive in OneStream.       Any ideas will be appreciated. Thank you!

Hello Community, Do we have a way to check any missing member setting in an automated way?  For example: Recently we had someone create a few entity members/rollups, which were missing "Auto Translation" setting. So I had to go in and scrub through region/district/branches to amend and change it to USD.  Just curious, if we can "search" where a particular setting might be missing using a simple Business Rule. Maybe it throws a list of members where such setting is missing.      Any idea will be appreciated. Thanks everyone  

Does anyone know if it is possible to combine multiple data extracts into one file in OneStream?We have several DM jobs that we want to extract information about what contributes up to parents. We have found no way to do this in one DM job as the filters needed for each just won’t work for multiple rollup points. So alternatively we thought if we could combine those files it would work. Or perhaps a business rule that could somehow loop through the hierarchy we need and ‘build’ the larger file to save to the file explorer?

SOURCE: ONESTREAM CHAMPIONS Hi all! We just upgraded to 6.4 last week and have migrated our data management jobs running via power shell script onto Task Scheduler. A few questions: Do you set these jobs up with a certain person’s user name? Do you know what happens if that user is later disabled? (I’ve submitted a OS support ticket for that last question). If you don’t set them up under a specific person’s user name, how do you set them up? We have an “Administrator” user and “OSAutomation” user that I’m considering using to keep these auto jobs separate from my regular OS activity. Any insight would be appreciated as I’m trying to gauge how other users have set up Task Scheduler while also asking OS support for their best practices. Thanks!-Nicole

SOURCE: ONESTREAM CHAMPIONS Hi Team, Did anyone successfully able to set up the email configuration for RCM or Workflow profile completion or certification. Best Regards and Thanks Darpan Bhansali

We just went live with our IC setup (ie providing the plug account - We had already required a valid partner prior to adding the plug). Works GREAT! The issue/question we have now found ourselves in is that these feature is not time constrained like formula’s or other features. We decided that we needed to split a statistical volume value into two groups and wanted to go back in to a prior year to get year over year comparisons. At this point we realized that once we make any change to an Entity, when we re-consolidate, IC kicks in and hoses up our Financials. Outside of removing all plug accounts, making change, consolidating and adding the plug accounts back, we can’t update our prior period Statistical accounts. Anybody know of a work around or is this going to be fixed in the future similar to how formalus are handled.Clarke

SOURCE: ONESTREAM CHAMPIONS Hi Team, i was looking for the Audit Log for Workflow profile re-name or workflow profile movement from one parent to another, almost similar to what we have for Metadata logs. Any hints for the same ? Regards and Thanks Darpan Bhansali      

SOURCE: ONESTREAM CHAMPIONS Hi all, I have a very random request for anyone who may have the time to review and hopefully point me in the right direction. The formula calc is an on account and is unbalanced - I’m specifying more dimensions on the right side of the equation than the left (T#, E# and C#) which is giving me a data explosion error. I have examples of formulas currently in use where T# is on one side but not the other and the formula works fine so I’m guessing it’s an issue with E# and C# but I can’t seem to figure out how to make it work Here’s the formula:If Not api.Entity.HasChildren And api.Cons.IsLocalCurrencyForEntity ThenDim vEnt As String = api.Pov.Entity.NameSelect Case vEntCase “ENT_1095”api.Data.Calculate(“A#520_211010:V#Periodic:O#Import:F#EndBal:U1#NABalanceSheet:U3#Source:U4#None:U5#None:U6#None:U7#None:U8#None =A#ACC_SAP_134450:T#POVPriorYearM12:E#ENT_2000:C#CAD:V#Periodic:O#Import:F#EndBal:U1#NABalanceSheet:U3#Source:U4#None:U5#None:U6#None:U7#None:U8#N

I can extract an entire DataManagementGroup just fine, but if I want to extract only one DM step and/or one DM sequence using XF Project, it fails. It will create an empty zip file. I have also tried extracting the DataManagmentGroup with IncludeDecendants=false along with the DM Step and Sequence but that just creates a zip with one xml that only contains the DM Group, and neither the DM Step or the Sequence are included in the extract. Has anyone had any luck extracting DataManagementStep or DataManagementSequence? It seems the Group must be specified since steps in different groups can have the same name, but I don't see anything about this in the documentation.

SOURCE: ONESTREAM CHAMPIONS Hi all, I’m largely self taught with vb, but have hit a wall with this, and thought I’d share here rather than ask the OS helpdesk, as it seems to be something that could prove useful to others. I’m trying to write a calculated account which refers an entity Text field, using multiple values varied by time in the calculation. We set a value for Cost of production for certain categories of products (spares and accessories) by % on a varied by time basis on the entity. This can vary from year to year (in theory could vary in year) Specifically, I want to find the value that is valid at prior year end and subtract the current value from that. The value may have been set earlier M12 may conain no value but M8 of the same prior year does, for example. I’ve introduced a loop to try and go back through periods until a value is found, but can’t see whether that’s working as I’m still getting an error message. Dim PeriodPOV As Integer = api.POV.Time.MemberId Dim Prio

Hi Team, Is there any magical code / function to rename the workflow using some business rule. or direct update in the table ?       Regards and Thanks Darpan Bhansali