Using XFBR String Service in WS Assembly
I'm new to WS assembly - trying to get a simple example of setting up an xfbr and use it in a cubeview but not successful. Here's what I did - what did I do wrong? 1. Set up XFBR String Service: 2. Then set up factory: 3. Then added to my maintenance units & workspace 4. Added to cv: => I get this error. Not sure why it is looking for the service factory in default. I followed the design guide, tried all the following syntax, none have worked: XFBR(Workspace.Reporting.myAssembly.Time, SayHello) XFBR(Workspace.Current.myAssembly.Time, SayHello) Thank you.
Trend Analysis Capabilities Comparison
Hi OneStream Team, I’m gathering insights on trend analysis capabilities across EPM platforms and would love to understand OneStream’s differentiators. Specifically: What capabilities does OneStream offer for trend analysis, such as predictive forecasting, scenario modeling, and visualization? How do these features compare to those offered by other EPM solutions like SAP, CCH Tagetik, and others in the market? Could you please share any relevant materials, documentation, or best-practice examples demonstrating OneStream’s approach to trend analysis? If you have comparative insights or vision statements (e.g., an “Art of the Possible” deck), that would be extremely helpful as well. I love the Genesis topics on this one, but I am looking for the official OneStream position. Cheers
Scenario 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?Genesis 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 visuals
ONC 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!
Hierarchy 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!
Member expansion to show dimension hierarchy in reverse, except for base members?
I'm building a cube view with the above requirements. It should should something like A#Net_Income.Tree, but in reverse and it should also exclude base members. I've tried a few combinations like A#Net_Income.TreeDescendantsInclusiveR.Where(HasChildren = True) (no results) A#Net_Income.Tree.Where(HasChildren = True) (only shows top member) A#Net_Income.ChildrenInclusiveR, A#Net_Income.Children.Children (wrong sort order) I've also tried including the .Remove() function in a few different ways with no results. Manually specifying the base members is not an option. I believe the issue is that the .Where(HasChildren = x) function is not compatible with the .tree expansion. Has anyone built a report with these requirements that could guide me in the right direction? Thanks in advance.Pull Fx Rate based on scenario
I am trying to create a fx account that would dynamically pull based on scenario. Below is the code I used for actuals and budget rate and it works great, however, for our forecast rates it does not pull any data. The picture below shows the names of our fx rates, ie FCST_111 etc. How do I create an account that would pull Fcst rate associated with the relevant scenario, ie S#fcst_1_11 = fX RATE = FcstAvgRate_1_11 Dim viewMember As ViewMember = ViewMember.GetItem(api.Pov.View.MemberPk.MemberId) If viewMember.IsAnnotationType Then 'Return an empty string if this is a text-based dataCell. Return "" Else Dim destCurrId As Integer = api.Pov.Cons.MemberPk.MemberId If destCurrId = Currency.USD.Id Then Return 1.0 Else Dim rateType As FxRateType = api.FxRates.GetFxRateTypeForRevenueExp() 'AverageRate 'Dim rateType As FxRateType = api.FxRates.GetFxRateTypeForAssetLiability() 'ClosingRate Dim cubeId As Integer = api.Pov.Cube.CubeId Dim timeId As Integer = api.Pov.Time.MemberPk.MemberId Dim sourceCurrId As Integer = Currency.USD.Id Dim rate As Decimal = api.FxRates.GetCalculatedFxRate(rateType, cubeId, timeId, destcurrid, sourceCurrId) Return rate
