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That's a Wrap: Our First Ask the Expert Session on Dashboards and DataFrames

Our first Ask the Expert (AtE) session is officially closed, and what a first outing it was. Thank you to everyone who brought a question on Dynamic D...

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Halfway There: First Round of Ask the Expert Video Answers Are In

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Ask the Expert Is Officially Open — Bring Your Questions on Dashboards and DataFrames

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Sudhakar8990Member

Workflow and Data Integration

Annotations entered via Forms are cleared when the workflow Import/Validate/Load is re-run

Hi Team,We're seeing an issue where user-entered annotations are cleared during the workflow load process, while the associated data is preserved.SetupOur import process loads data and annotations for one set of accounts/sub-accounts. A separate set

20

KayneSchwarzCommunity Admin

That's a Wrap: Our First Ask the Expert Session on Dashboards and DataFrames

That's a Wrap: Our First Ask the Expert Session on Dashboards and DataFrames

Our first Ask the Expert (AtE) session is officially closed, and what a first outing it was. Thank you to everyone who brought a question on Dynamic Dashboards and DataFrame objects — and a big thank you to @JackLacava, Senior Solution Consultant at

20

Jarek_SadowskiNewcomer

Workflow and Data Integration

How to set automatic export of metadata with separate files for every dimension?

Hello All,I found two very instructive discussion on the forum:Extender: Export Metadata via Extender - OneStream Community (onestreamsoftware.com)Solved: Automatic back up of security - OneStream Community (onestreamsoftware.com)But still, if I expo

113

chenghua.zhengMember

Application Build

CubeView Override depends on current row member

We have our UD1 parents tagged with one base UD1 in Text8. For each UD1 parent in a cube view row, we need to have a column which has the base UD1 at POV to allow user inputs. Tried XFBR, UD8, Get Data Cell and Member List function. The tricky part

211

mtroopMember

Application Build

Account Reconciliation - Entity Hierarchy

I am in the process of implementing ARM as a replacement for a 3rd party account reconciliation tool. We currently complete account recs at a company code level (ie: U.S. & Mexico); however, the current configuration in ARM defaults to the base

111

Workflow and Data Integration

Workflow Profile Description

The client requirement is to update the workflow profile description using a rule by getting the workflow profile Name. Check whether that name exists in the entity structure; if it does, take the entity description and update the workflow profile de

231

Application Build

Workforce Planning - decentralize data in register and plan

Hi OneStream We are aiming to assign responsibility for salary updates at the cost center level. To support this, we have built a base workflow with a separate step for each cost center, this step will have a workspace (contains workforce planning),

1223

kgoldbachMember

Dashboards and DataFrames

DataFrames & Fdx

Is there a way to work with / add fdx data in a dataframe?

521

KayneSchwarzCommunity Admin

Dashboards and DataFrames

Welcome to Ask the Expert: Dashboards and DataFrames

This is the home for our first Ask the Expert (AtE) session. Post your questions on Dynamic Dashboards and DataFrame objects below, and Jack Lacava, Senior Solution Consultant at OneStream, will get back to you with a video answer right here in this

1662

rhozeeMember

Finance BR GetDataCell returns value, but report loses formatting on that column.

I have a column in my cube view with cell values retrieved using a custom (GetDataCell(BR#[...])) call. The value is returned just fine, but the cells in that column are losing formatting that should come from the row format.If I use an XFBR dashboar

253

Sudhakar8990Member

Workflow and Data Integration

Annotations entered via Forms are cleared when the workflow Import/Validate/Load is re-run

Hi Team,We're seeing an issue where user-entered annotations are cleared during the workflow load process, while the associated data is preserved.SetupOur import process loads data and annotations for one set of accounts/sub-accounts. A separate set

20

chenghua.zhengMember

Application Build

CubeView Override depends on current row member

We have our UD1 parents tagged with one base UD1 in Text8. For each UD1 parent in a cube view row, we need to have a column which has the base UD1 at POV to allow user inputs. Tried XFBR, UD8, Get Data Cell and Member List function. The tricky part

211

mtroopMember

Application Build

Account Reconciliation - Entity Hierarchy

I am in the process of implementing ARM as a replacement for a 3rd party account reconciliation tool. We currently complete account recs at a company code level (ie: U.S. & Mexico); however, the current configuration in ARM defaults to the base

111

Workflow and Data Integration

Workflow Profile Description

The client requirement is to update the workflow profile description using a rule by getting the workflow profile Name. Check whether that name exists in the entity structure; if it does, take the entity description and update the workflow profile de

231

Narrative Reporting Check In Issues with PowerPoint

I am trying to build a demo of Narrative Reporting/Extensible Documents and am having issues with the PowerPoint document. I was able to add a cube view to a Word document and got it to render properly. However, when I tried to do a similar test wi

100

RepkaMember

Application Build

RCM account reconciliation R-doc upload

Currently, users must upload supporting documentation one by one as R docs within account reconciliations. Because our typical reconciliations require multiple supporting files that must be updated regularly, this single-file constraint adds a signif

90

Application Build

Read-only account with group exception

Hi everyone,I'd like to set up a specific account as read-only for all users, except for one group that should keep write access. I haven't done this before, but I'm thinking Data Cell Access Security might be the way to go.Has anyone got a simple ex

131

MohanAlluriMember

Dashboards and DataFrames

Dynamic Grid: ParameterName-bound dropdown columns show stale/duplicated values after horizontal scroll (Kendo virtualization?)

We're seeing a repeatable UI issue on a Dynamic Grid component with several ParameterName-bound dropdown columns (Member List type), and I wanted to check whether this is a known issue or something we're missing in our configuration.Repro steps:Edit

400

Workflow and Data Integration

Fixed File Integration

Hi OneStream Community,I’m relatively new to fixed-width data sources and have a couple of questions.The client has three fixed-width files that will be used as Transaction Matching data sources. Is there a way to bypass all headers, footers, blank r

90

Accessing Large Data Pivot Grid User Selections via Business Rule

Hi OS Community,I'm exploring a potential enhancement and was wondering if anyone has experience accessing the user-configured state of a Large Data Pivot Grid through a Business Rule.To clarify, I'm not referring to the component properties/configur

70

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