Recent Discussions
Account is invalid due to Aggregation property
I have informational account created to store some Include/Exclude value by Entity. Now, I dont want this account to be translated and consolidated so, I have tagged AccountType to "Non Financial" while Aggregation to False. However when I turn on false its become invalid while True makes it Valid for input. Any idea what causing the issue? Based on the OS doc any informational account can be set to False.
Consolitation Relationship Properties
Hi, I want the hierarchy illustrated below. Entity B owns 90% of entity C, and in the consolidation of entity B we calculate minority interests of 10%. At this step, I have no doubts. However, entity A owns entity B 100% and also owns entity C 100% (90% indirect + 10% direct). So, in the consolidation of entity A, we need to eliminate the calculation of minority interests done previously in the consolidation of entity B. I don't know how to set the properties to do this. Can someone help me?
Admin Security Role?
Hi, wondering if anyone has created something like an "Administrator-lite" role that gives the user an ability to do 90% of actions in the tool, but stay away from things like fx, mapping changes, and data loads. I really just want these users to create cube views and reports only without giving them keys to everything else. Would this be solved by adding a new group, or any other recommendations on how to solve? Thank you!Actual at other FX rate (PY/Bud/PP) - Currency Neutral - How to view Fcst Scenario at other rate
Two part question. Comparing Actuals as other Rates to remove currency flux We want to take our Actuals and view at PYE, PYP & budget FX rates to take out flux in currency. Is there a feature (outside of creating BR's or Alt Rate types) to do this. We currently have built 3 scenario for the above rates and it works as expected for base level members. Where we run into issues is with converting to Reporting currency at parent members. Ex is converting our EMEA entity (currency - EUR) to USD. The BR seems to store the USD value at the base entity but is converting from EUR to USD at parent level using OS logic (ie current defined rate for Actual scenario). It is not consolidating up the USD value but converting from EUR at parent member. This BR was created almost 6 years ago when we implemented so hoping there is something out-of-the-box now that will do this. I am exploring creating 3 new Rate Types: PY Budget, PYE Actual & PYP Actual. I would copy all the PY rates into these 3 new rate types and then create 3 Actual scenarios, each using these new rates. The big issue is having to copy all the data over from Actuals and then reconsolidating. Hoping there is a better way. Fcst Currency Neutral - Having Fcst at the Budgeted rate We are US company with large % of our business from Europe and the flux in EUR to USD is distorting our review of how we are doing. Looking for a way to see our Fcst how we expect (current process) and at Budget rate. I could copy to new scenario that is set to Budget Rate but we have 12 Fcst scenarios and that would take up alot of resources to copy and consolidate as we would need to do this many times during Fcst process (ie it would not be something we only did once the Fcst was closed but during the process) Would this be a UD8 member and if so, how would it handle Base and Parent level members. Looking for best practice advice on how to handle these two issues.Quick certification of a Certify Workflow using business rule
Hello everyone, Is it possible using a business rule to make a quick certification for a Certify Workflow? I was abel to complete the Certify Workflow task using business rule but the certification status remains rejected. Thank you in advance for your help. Regards, Antony
OneStream Upgrade
Hi All, For the folks that upgraded to v8 (preferably 8.4 or 8.5), I have few quick questions. How long it took for the whole process? Did you see the performance improvement? Did you require an extensive end-user testing? How was your overall experience with upgrade. Any lessons learned that you can pass on? Thank you in advance for your time. Cheers PMRun OS as other user? testing account on SSO
We wish to disable Native Authentication once we go live on V8. If Native authentication is enabled, all users must enter their username and then the authentication occurs. In V7, that wasn't required. In V7, we utilize several native accounts for testing - i.e. TestUser1, TestUser2 - that the admins can leverage when working with security. They use their SSO account to launch one window of OS and login natively with the test user on another instance of OS, enabling them to make a change in their admin window, refresh, and test the change in their other instance. With disabling Native Authentication, our IT department suggested we create Azure test accounts that can authenticate like our normal user account through the shift/right click and "run as other user" function to login as that t-account. However, this doesn't seem to work - nothing happens after clicking on the shortcut and entering the t-account credentials. Is it safe to assume this method doesn't work? Aside from turning on Native Authentication, how could our admins login as another user so they are able to test?
