Recent Discussions
Excel Addin Tab disappearing from the Menu
Hi community, Have you experience users reporting Excel Addin Ribbon disappearing from the Excel Menu ? The problem behavior is: User reports that OneStream Excel Add-in disappeared We are able to mark it as enable again After some time the add-in gets disabled again for the same user We have tried to reinstall OneStream Excel Addin, and the add-in get enabled, but it disabled itself after some time. Users use different ERP Add-ins, it may be a compatibility issue, have you any remediation for this cases ? Regards! CarminaCarminaRosales2 hours agoNew Contributor III5Views0likes0CommentsReport Parameters Cannot be Located in App
An advanced customer has many Cube View reports using parameters that I cannot locate anywhere in their application. -They parameters do not appear to be part of any XFBR because there are no BRs being used in the CV report. -They parameters do not appear to be part of a bound parameter or linked cube view as I extracted all reports and performed a lookup and I wasn't able to locate them. Here are some examples: |!account!| |!entity_Var!| |!scenario_Var_2!| The odd thing is the parameters worked in my local application. The prompt the report gave when running is simply “account” for the Account-related parameter. Has anybody seen these before? Are they system generated?MichaelHahn8 hours agoNew Contributor8Views0likes1CommentCreate a report book for user data entry single user report
Has anyone tried or had experience creating a report book for application reports? basically what I am trying to do is to create a report book to run for the Data entry audit(single user) report, when running the report book, it will loop through specific Users for "Actual" Scenario, and for time period by quarter instead of month. right now with the default set up of application, if I want to run this report for multiple users and multiple period, it's a very manual process so trying to see if there is a better way of doing this. Thanks!rwebb13 hours agoNew Contributor II13Views0likes0CommentsTask Manager Dashboard Configuration
I have to create a task manager build that does not include weekends in the duration. We have tried adding the weekends to holiday profiles and excluding them from the explicit day map, but the duration will always include the weekends. Right now, I have due dates on weekends an holidays even when calling them out in the Holiday Profile and setting each one with an offset of 1. Is there a work around for this or any other solution to have the durations skip weekends/ due dates not be due on weekends or holidays?hannahsam15 hours agoNew Contributor10Views0likes0CommentsUnable to open shared Cube View
Hello, We are trying to use row and column templates in a Cube View but are using parameters to populate the names of those row and column template cube views. We get the below error and are curious what else could be issue as we have checked values of parameters and they are pulling in values expected (names of templates). Thanks!robertk20 hours agoNew Contributor6KViews1like11CommentsScenario management for FX
We are in the design and build phases of OneStream and it is really important to me that we get the foundation right and use OneStream the way it was intended to be used. What are the recommended design solutions in OneStream to enable users to quantify the FX translation impact separate from performance when comparing one period of time to another (e.g., YTD actuals versus budget or full year latest forecast versus full year budget). Hi HFM we do this through recalculation scenarios. For example, we have the following budget and forecast scenarios. 14 forecast scenarios - one for each month, one to recalculate the prior forecast at the most recent actual rates (used for comparisons against YTD and month actuals), one to recalculate prior forecast at the forecast rates (used for full year comparisons to prior forecast and full year budget). The latter two get overwritten every month with the latest previous forecast data and new rates. 3 budget scenarios - one for the original budget, one to recalculate the budget at the most recent actual rates, one to recalculate at the latest forecast rates. The latter two get overwritten every month with the new rates. The process works well in HFM. Should we design the same solution in OneStream? How do other people manage this?SHerbst4 days agoNew Contributor19Views0likes0CommentsGenesis includes pre-built trend analysis templates:
These templates can be customized or extended without requiring a complete start from scratch. Wow, I saved hours using these. 12/24/36-month income statement trend YTD vs PYTD performance trends Forecast accuracy trend analysis Variance and driver-based analysis visualsChrisBriscoe5 days agoNew Contributor II21Views1like0CommentsPowerBI Custom Data Adapter
I have built a OS data adapter off of a cube view that has a parameter that prompts for entity. I subsequently built PowerBI query to pull data via this data adapter. I can get the PowerBI query to pull data if I hardcode the Entity parameter value in the Custom Subst Vars in PowerBI. What I would like to do is replace hardcoding the Entity value with list prompt for the user. That will let the user decide which entity they want to pull when they refresh the query. Any ideas on how to create this functionality? #PowerBIRossLikesOS6 days agoNew Contributor14Views0likes0CommentsONC Intercompany Report
Hi, We have installed ONC after upgrading OneStream to version 8.5. Before that, we were using the standard application reports and attached the Intercompany Matching Report as part of one of our workflow steps. Is there a way to replace that by the ONC Intercompany report instead? It seems like we can only add the Frame_ONC_OnePlace dashboard as when we add the individual interco report we get the following prompt: Any ideas would be very appreciated. Thank you for your help!SBouaicha7 days agoNew Contributor10Views0likes0CommentsHierarchy Comparison Reports or Dashboards
Has anyone built a cube view, or more likely a dashboard, that can automatically compare the base level members of 2 or more hierarchies in a dimension to identify exceptions? We do this manually now in Excel but was asked by the users to put this comparison in OneStream. I thought this might be an application report, but I don't see anything close. Also, we are currently on v7.4, so if there is a feature in the latest version please pass along. Thanks!MitPower0111 days agoNew Contributor II41Views0likes3Comments