Recent Discussions
Zero cells count
Hi, I wanted to ask about the OneStream guidelines for an acceptable proportion of zero cells. I remember reading something a few years back about a suggested maximum proportion, but I can't find that info now. I know it's important to minimize zero cells and that there are ways to do this, like using the RemoveZero command in formulas. I also get that the proportion of zero cells is just one part of the overall system performance. Could you share the specific proportion of zero cells to total cells that would typically trigger further investigation? Also, what threshold would indicate that I'm in the clear? I have one client with an existing implementation where zero cells make up about 20% of the total data cell count at the total entity level for Actual. Is that a reasonable proportion? Thanks
Org-by-period
Hi all, Within our application, we have a requirement to be able to do restructurings. This means, on date A, a legal entity is owned by holding A, but on date B, it moves to a different holding company and is then consolidated under that holding company. Has anyone got this working, and if yes, could you share how? What I am running into right now: We can leverage org-by-period settings, but in that case for example opening balances become 0. Plus there is the complexity that you have to set the scenario consolidation view to Periodic, which brings challenges in rolling forward balances where there are no movements. This also means we cannot keep the consolidation setting to standard which means the performance is degrading significantly. So the question is, did anyone get this scenario workign, and can you share how? This would be grately appreciated! With kind regards, Tim Vierhout
Zipbook not working when extracted via the Browser UI
Hi , A report book has been developed which gets downloaded as a Zip file on a click on of a button on a Dashboard. The process is working flawlessly when I run the Dashboard via the Windows Client . When the same dashboard is accessed via the Browser UI , the file is not processed and it downloads a *.xfdoc.zipbook file which cannot be opened. Has anyone faced this issue ? The client primarily wants to access the dashboards via the Browser so is there any kind of workaround that I can do? Thanks in Advance
Lock Out Sold Entities, Keep Their Impact!
Managing Sold Entities Without Losing Consolidation Results. Hi Community, We’re looking to hear how others handle this in OneStream: When an entity is sold in a specific period (e.g., 2025M5), the requirement is to: ✅ Retain its posted journal values in group consolidation ❌ Prevent any further use of the entity (journals, data loads, forms) The challenge we've encountered is that setting In Use = False — even after journals are posted and consolidation has been run — can cause OneStream to drop that entity’s data from the group during future reconsolidation. This results in the loss of valid P&L impact from the sold entity. Our workaround: Keep In Use = True for the sold period Use workflow locks and security restrictions to block future changes Only set In Use = False once everything is finalized and locked 💡 Feature Suggestion: It would be incredibly useful to have a system property or override flag that allows us to: Set In Use = False to fully disable the entity in the workflow Still retains its consolidated values during reconsolidation How are you managing this today? Your thoughts! Thanks,BI Viewer / Calculated Fields
Hi all, is there some documentation about BIViever's Calculated Fields ? I cannot find info/examples about: aggr filter joinRule I need to compare values against the value of a specific row, but I'm not able to find a solution. Do someone faced the same challenge ? Do someone have more info about the above mentioned functions ? TIA regards FabioGLooking for a security report
Hi all, Does anyone know if the standard OS security audit or application dashboard reports present a way to determine all of the objects within a OneStream application where a particular Security group is used? For example - let's say I have a grp called "E_WF_specialUsers" and I want to better understand where this group is used within my application (i.e. is it attached to the display group of certain user dimensions, or account members, or workflows, cube views, etc.). I can't seem to find anything that does this within OS but want to make sure I'm not missing something here. Thanks in advance, K.
