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.13Views0likes1CommentQuick 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, Antony11Views0likes0CommentsOneStream 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 PM40Views0likes1CommentHow to Run Workspace Assembly from a Data Management Step In 6 Easy Steps
This was originally a question.It took a while to figure out, so to save someone else the hours of trial and error, here is the process I use in detail, start to finish, to run a Workspace-based Data Management step in a Workspace Assembly business rule. Here's a How-to step by step: List of abbreviations used below: DM: Data Management WS: Workspace MU: Maintenance Unit BR: Business Rule AS: Assembly 1. Workspace:Set the NameSpace Prefix - this is what gets filled in at runtime for __WSNameSpacePrefix 2. Assemblies: Note these properties 3. Create the Assembly Business Rule:Create an "Extender" business rule, this is done by right clicking files and selecting "Extensibility Rules" Add some test code, to verify correct configuration, such as BRApi.ErrorLog.LogMessage(si, "Hello from the new extender!"then code the way you would any other extender 4. Create The Data Management Group: Create a DataManagement Group in the same workspace that the Assembly that has your business rule is in 5. Create a Data Management Step - Create a DM step in the new DM Group, reference the rule using the pattern: Workspace.{WorkspacePrefix}.{AssemblyName}.{BusinessRuleName} In this case it would be: Workspace.Current.DMTestAS.DMTestStepExtender Note: we could also use 'DMTestWS' instead of 'Current'.We use Current because the DM Step is in the same WS as the Extender Rule. 7. Done! Test the DM Step with run button and check the error log(System Tab -> Logging -> Error Log),for your test code's output.123Views0likes8CommentsTransformationEventHandler & ExecuteFileHarvestBatch
Hello, Our transformationeventhandler rule adds missing UD1 members to an unmapped parent. The rule works and has been for a few months. A couple of weeks ago I built a business rule which leverages the utitlity "ExecuteFileHarvestBatch". I have the relevant settings as True. Dim valTransform As Boolean = True Dim valInterest As Boolean = True Dim loadCube As Boolean = True Dim processCube As Boolean = True The batch rule was built so I could schedule the data load. What I am noticing, is when the scheduled job (which calls a DM job with the rule) runs there are failures because of missing UD1 members. If I, then run the import/validate/Load and Process steps manually there are no errors and the missing UD1 members get added. It is as if the TransformationEventHandler is not being executed when the import process runs via the scheduler/dm job/rule. Any ideas for suggestions of where to look?Solved3.2KViews0likes4CommentsData Audit Dashboard
Hi All, I am trying to create a dashboard to extract the data for the given point of intersection basically I have given all the dimension parameter for the user to select and click on the button download that runs the DataManagement job and will extract the data for the selected POV . I am able to achieve the above requirement just like an enhancement I want to also get the data of the user details who has loaded data into those point of intersection. Can some one help me with the lead how can I achieve the above user details that would be really great. Thank You10Views0likes0CommentsCube View
Hi, I'm trying to create a form with set of accounts in rows and column should be for adding the adjustments. Here, I do not required to pull any data from the cube. Instead I have to update the adjustments based on the scenario selected. This should be a separate form where the adjustments data should not update the existing forecast data. POV: Parameters in POV are defined to pull the accounts accordingly. Rows: Columns: Issue: I couldn't get the form with editable fields. refer screenshot below. FYI: Can Modify data for Column is set to 'True'85Views0likes14CommentsSyntax for calling a Finance Custom Calculate Service
Hello, I am working in an 8.5 application and want to utilize Finance Custom Calculate services within a dashboard. My service factory is enabled at the Dashboard Maintenance Unit level of detail. I am trying to launch the custom calculate function via a dashboard button. Does anyone have example syntax for this? I figured OneStream would release documentation externally for this but was unable to locate any. Thanks!Solved126Views0likes3CommentsIs there a way to Extract or Download Multiple Files at once from the File Explorer to my computer?
I used data management jobs to extract historical data from a legacy application and they are now sitting in file explorer and are split-out by period. I need to extract these files to load to a new application. I tried holding shift and control on my keyboard to highlight multiple files but I did not have any success. I believe this will need to done via business rule but I am unsure. Please let me know if I can provide any additional information.Solved53Views0likes2Comments