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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
Hi All,I am trying to move the entity member from One Hierarchy to another (Across Cubes)Cube1→ Entity Dimension1 → EntityMember(A)I need to move it toCube2→ Entity Dimension2 → EntityMember(A)Can it be possible along with data?
Hello OneStreamers,The purpose of this note is to share my end-user experience getting the new Developer Studio installed and configured. I hope it helps you.What is Developer Studio? This is a new tool to move code between your local file system and OneStream. Initial SetupDownload Developer Studio from Solution Exchange - OneStream Software Install Developer Studio by running the executable Launch Developer Studio and select File / Download OneStream Reference Assemblies… and store both versions them in a common directory such as c:\nuget Register Sources At the command prompt run this command dotnet nuget add source c:\nuget --name LocalRepo Confirm the source has been added by running the command dotnet nuget list source This directory should be the same one that has the reference assemblies downloaded in the previous step. It can be anything, but in this example it is “c:\nuget.” Congratulations! You have installed Developer Studio and configured your local machine
Dear community, I have tried ridiculous ways to define a dynamic member as an “attribute member”, but it always fail.I am refering to activating these configurations as shown below : The documentation does not mention this configuration for dynamic members, so I was wondering if someone tried this, or if it is even possible ? Regards,
Hi!I have a Dashboard that shows the Workflow Status indicator, works great in Desktop Application. This is a Grid View component with ColumnDisplayType = WorkflowStatusImage.How it renders in BUX:Anyone have a suggestion or path forward to get BUX browser to render a status icon appropriately?Thanks in advance.
Hi everyone,I am building a SQL Table Editor workflow where the client wants a custom Edit button that opens a popup edit form rather than editing inline in the table.The issue I am seeing is that the popup sometimes loads the previous row on the first click, even though the backend logic is returning the correct row and the correct values. If I click Edit again on the same row, it loads correctly.I have already verified the following:the selected row is being captured correctly, session state is being updated correctly, the backend query is returning the correct record, the popup fields are bound to the correct parameters, and the values are being populated before the Business Rule returns.Has anyone run into this type of one click behind behavior with a SQL Table Editor + Open Dialog setup?Is this a known limitation of the SQL Table Editor, or is there a better pattern for a customizable Edit button that opens a popup and always loads the currently selected row?If this pattern is bet
Hello, I have tried everything to remove the border from my cube view components on my Canvas layout type dashboard. Any suggestions?
I have a CV that has annotation accounts in the columns and flow members in the rows. One of the columns has a combo box that should display all flow members except the flow member on the row that you are on. this is done by using a Member List parameter that runs a br function to get a full list of flow members and then exclude the flow member on the row the user is on. I cannot figure out how to pass the flow member of the current row to the parameter. Following is the code in the parameter. i've tried PovFlow, CvFlow, and MFFlow and none of these work. Any thoughts on how to get this to work?F#Root.CustomMemberList(BRName=Dynamic_Member_List, MemberListName=[PB_Flow_BaseMods], selectedMember=[|MFFlow|])I have this working in a different configuration where i get the flow member from one cv and pass it to a second cv using a navigation link parameter. In this configuration, i select a row in CV1 and pass the flow from CV1 to CV2. this way CV2 returns only the accounts for the one flo
We're working on a solution, where users can enter and view a date through a Cube View using the Cell Type Date. The challenge is how OneStream handles date's (datetime) with time-zones. When a date is saved to the backend, it's converted to UTC time-zone. The Date component in the Cube View is also Time-Zone aware, so that it uses the local time of the user, to convert back from the backend UTC to local-time. The challenge with this is 2 fold: 1) Assuming we would calculate a rent for a given period. The user, based in CET time-zone, enters 2022-1-15 using the Gridview. This date is converted to 2022-1-14 as UTC (2022-1-14 23:00:00). Using a Custom Calculate method to calculate the rent from start (2022-1-15), now adds one day more, as the server time is UTC. (don't mention Daylight Saving Zone) 2) If another user, based in US Central, is reviewing data in the same Grid View (and same POV), this user will see a wrong date, as the server UTC date, is converted to this user's loca
Hello, I am trying to run a Business Rule located in a specific Workspace (VentaNeta) from a Data Management Step that lives in the Default Workspace.According to the OneStream documentation for cross-workspace references, the syntax should be:Workspace.MyWorkspaceNameOrNSPrefix.MyWsAssemblyName.MyShortBRNameIn my case, I configured it as:Workspace.VentaNeta.VN_Cube.ExtenderHelperHowever, when running the Data Management Sequence from the Default Workspace, it fails with this error:"Error processing Data Management Step 'GenerateUnassignedClientes'. Business Rule 'Workspace.VentaNeta.VN_Cube.ExtenderHelper' is invalid."Here is the strange part: If I move this exact same Data Management Step inside the VentaNeta Workspace and change the syntax to use Workspace.Current, it executes perfectly:Workspace.Current.VN_Cube.ExtenderHelperConfiguration details for the VentaNeta Workspace:Workspace Name: VentaNetaNamespace Prefix: VentaNetaIs Shareable Workspace: TrueMy goal is to keep this DM St
Hi all, Is it possible to exclude certain register columns for specific Groups? For example, not requiring input or displaying an “Hourly Rate” column for full time salaried employees. In this case an Employee Type is a separate register column identifying employees as full time, part time, or contract. Filter groups are set up by Employee Type and calculations only run for the relevant groups.In the case above, the Hourly Rate column could just be left blank, but how are others handling cases where there is a control list attached to a register column, but that register column is only applicable to some employee groups? I would rather not have an “N/A” or similar option in the control list, which would allow this as a selection for employees who should have a “real” control list value assigned to them. TIA
Hi there,I am programming validation accounts, where I compare various data points in my application.For example:Depreciation Balance Sheet - Depreciation P&L = 0I am using now the “Formula for Calculation Drill Down” to visualize the different data points which are used in the formula - so far so good.BUT - I would like to include the “plus” and “minus” signs to make it obvious how the system is calculating the different arguments of the formula.Do you have an idea how I could get that? It could be a text string in the field “calculation script” for what I care, but it would be fantastic to have the signs line by line.
We're currently evaluating the upgrade to OneStream 9.3.1 and noticed that this release requires a move to .NET 10, which appears to be a more significant prerequisite compared to previous 9.x upgrades.For those of you who have already completed or are planning the upgrade, I'd appreciate hearing about your experience and any lessons learned.Questions for the Community1. Infrastructure & CompatibilityDid the .NET 10 requirement introduce any challenges in your environment? Were there any compatibility issues with existing servers, middleware, integrations, or third-party software?2. Upgrade EffortHow much additional effort did the .NET 10 migration add to the overall upgrade? Was the .NET upgrade straightforward, or did you encounter unexpected issues during installation or testing? Were any rollback plans needed? any issues occur and popup related?3. PerformanceHave you observed any performance improvements or regressions after moving to 9.3.1 and .NET 10? Were there any noticeabl
Hey Community!The other day I was troubleshooting a data import against a set of Cubes that were created in a v9.3 environment, where my Quick View was returning no records even after verifying intersections and confirming the “Load Complete” status on the import. Naturally I went to use the Data Records tool to confirm if the data was truly loaded but no records were returned in the Tool (which led me on a wild goose chase). Lo and behold, even in cases where there were definitely records in the Cube, the Data Records Tool returned no records. So maybe I missed it in the release notes, or maybe it’s just this environment, but is the Data Records Tool meant to work with the new VLWDataRecord tables?Thanks!
We currently use an ERP to house all of our actual copies of invoices. Has anyone successfully been able to link Invoices from an ERP to OneStream? So that when you [Navigate To ‘Drill to ERP’] it takes you to an actual copy of the invoice back to the original ERP. Currently we only see limited line item information.
System Diagnotistics dashboard went off after upgrade to v.9.3 and brings an error about some depricated methods from brapi. Did it happen to anyone else? Any hacks how to resolve it? I struggled to find any official information on how to upgrade it.
I'm on OneStream 9.3. I'm trying to drive the contents of a Dynamic Grid from a Combo Box selection, using a delimited (piped) parameter to modify the grid's output. The parameter doesn't seem to resolve correctly once it reaches the grid.What I've tried so far:Template Parameter / Text1 / Text2: the piped parameter never resolves. The grid renders the Default Value instead. If there's no default value, or if the default value is itself a piped value, I get either the raw default or the literal token with the pipes intact, e.g. |!Parameter!|.Bound Parameter: I can retrieve the parameter's name via args.Component.BoundParameterName, but I can't find a way to get the value assigned to it, so I have nothing to filter my list against.Question: in 9.3, what's the correct way to read the selected value of a delimited parameter inside a Dynamic Grid business rule so I can use the value to manipulate my dynamic grid? Is there a step I'm missing in how the parameter needs to be defined or refer
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), import to load processes, enabling users to work on and sign off on one cost center at a time. This works well when a user has access to only a single cost center. When the finance user ( who has access to all cost centers accesses one of the cost center workflows, the data for All cost centers is brought in and attempted to be processed within that cost center workflow. The filtering for the register and processing of data is not controlled by the workflow, but by the user only. This means it is not possible to update and process one cost center at a time if the user has access to more than one cost center, as it is centralized. In the new workforce planning solution most logic is encrypted, so we cannot go and review the code for proces
Does anyone know of any information related to the new VLWDataRecord tables that are new in OneStream 9.3?There is nothing in the release notes and nothing in the documentation. Teams are seeing issues with the Data Records tool on the system tab. The vDataRecordAll View excludes those tables (and there is no vVLWDataRecordAll view at all). Has anyone tested solutions that may access data tables more directly (like FDX) to see if there are issues? Does anyone know how OneStream is choosing where to store data? It appears that some data is going to the new tables, but some data remains in the old tables.We have some nervous team members and nervous clients looking to upgrade, but unsure of the implications of this change. Honestly, I can’t blame them, since fundamentally changing the database schema for how your cube data is stored in OneStream without any information is a bit nerve-wracking. We’d appreciate any conversation related to this topic so the community has a better idea what
Hi everyone, We need to automate user creation and security group assignments in OneStream using data from an external Identity system. I have two main questions: Is it feasible to fully automate this without manual intervention? What is the best way to implement it simply (avoiding heavy middleware)? We are considering two solutions: Just-in-Time (JIT) via OIS, and SCIM. Does anyone know how we can set these up? What is the recommended "standard" approach for this? Thanks for your help! Madiha
Hi, We are currently attempting to exclude a specific entity from the main consolidation process for reporting purposes. This entity is no longer within scope, but we would like to keep it in its current position in the hierarchy to preserve historical data. We also need to continue importing data into this entity for reporting purposes. Our objective is to set the consolidation percentage to 0% so that it no longer consolidates going forward. After updating the Percent Consolidation to 0%, we are not seeing any impact. The entity continues to consolidate in the application. For context, the Ownership Type is set to Full Consolidation and the Consolidation Algorithm Type is set to Custom. Is this expected behavior? If so would you have any workaround solution ?Thank you for the feedback and help!
Hi folks,My suppression in my cubeview doesn't work. If I turn on any suppression (including 'invalid') the cubeview returns blank (no rows at all). It's a cube that's been loaded with dynamic data services and the data is showing as NotStored. I wonder if that could be the cause? Anyone else observe this or have any tricks? I've tried every combo of suppression option I can think of... I'm surprised it would return nothing even with only 'suppress invalid' checked..
Hello all,I have setup a dynamic cube that sources data from a table and creates dynamic dimensions as well.Works like a charm, but I have been playing around with the refresh times. In our use case, the users would input in a register → review data from dynamic cube in cube view (Using filters, etc) → back to register to make changes. Some pros/cons in this caseSetting a time for when the data and dimensions are updated would mean they had to wait for updates.Letting it run for every time the user updates the cube view, means that every filter change etc. would also trigger. Meaning a lot of unnecessary updates. Anyone has come up with a way where a user can push a button that then triggers a rerun of dimensions and data? This way, I can rely on cache when they are navigating the cube view, but they can actively request an update, when they have made changes.@JackLacava, Thank you for a great presentation on the tech talk, really good stuff. There you also mention that there are solu
Hi OneStream team, Is it possible to use the derived output of formula 1 to be used by another formula?Is it also possible to migrate formulas to another application instead of recreating them? I tried extracting the whole workspace, however, it does not override the formulas. Also, when filtering register grid, will it possible to view data or filter for all pages?For instance, I have 10 pages and I filter cost center, it should filter the values from page1-10.Currently, it can only filter within the same page. Thanks for the assistance. :)
I am looking for suggestions or shared experience on connecting the close calendar / close map used in Task Manager with RCM / Account Reconciliation due date logic.In our OneStream application, Task Manager already uses a close map based on the corporate close calendar and workday schedule. I am trying to understand whether that same close calendar logic can be leveraged or referenced for Account Reconciliation due dates, instead of maintaining separate due date logic manually in RCM.I am still investigating whether this is driven by configuration, business rules, underlying tables, or another design approach behind the scenes.Has anyone successfully connected Task Manager close calendar/workday logic to RCM due dates or reconciliation timing? If so, I would appreciate any guidance on:Whether this was handled through configuration or custom business rules Whether Task Manager calendar information can be referenced directly by RCM Any limitations or maintenance concerns Recommended des
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