Application Build

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 example of something similar set up in Data Cell Access Security? Also, open to suggestions if you think there's a better approach!

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 entity level.Company Code: “1000 - US”  »  Base Entities: “100, 110, 120, 130, etc” (There are aprox 30 entities that make up our US company code.Company Code: “2000 - Mexico” » Base Entities: “200, 210, 220, 230, etc” (There are apox 10 entities that make up our MEX company code.For any given GL account (ie. Other Current Assets) there are values loaded to multiple base entities.  Is it possible to complete the account rec at the summary US and Mexico levels rather than needing to reconcile many individual base entity balances? 

Hello OneStream Community,The REST API documentation indicates that the DataManagement endpoint supports both synchronous and asynchronous execution.How do we choose between synchronous and asynchronous execution when calling the DataManagement API? Is this determined by the endpoint, a request parameter, or another mechanism?Thanks in advance for your help.

Hi All,I am encountering an issue while trying to inject the Cube View Advanced or any Content Block into a Genesis / Planning Personas page.The error received is:Error executing Workspace Assembly Service class 'Workspace.Gen.Gen.WSAssemblyFactory'.Block 'Cube View Advanced (Min Genesis v2.0.0)' is not available and cannot be injected.Our current environment is:OneStream Platform: 9.2.1.18605 Genesis Version: PV9.0.0-SV2.1.0 Genesis Library Service: Enabled Cube View Advanced requirement: Minimum Genesis v2.0.0Based on the version requirements, Genesis 2.1 should meet the minimum requirement for Cube View Advanced.I have also verified that the Genesis Library Service is enabled. The block appears to be available through the Content Library/Exchange Store, but Genesis prevents it from being injected and reports it as not available.I’m trying to understand why the Cube View Advanced block is showing as unavailable even though our Genesis version meets the minimum requirement.Has anyone

I have the request to automate FX rates upload. Rates are stored in DWH (Data warehouse) and that would be easy if I could simply connect there. Unfortunately DWH team doesn't allow it, instead of it they can push their FX rates into my database. Any idea how can I get them such access? Thanks!

Hi All,Have anyone of you explored the use of AI tools like Claude to speed up OneStream build? If so, can you share the experience?In one of my recent project, I had to reverse engineer 100s of Business Rules for documentation purpose.  By using CoPilot and Github, I was able to reverse engineer BRs in documentation format in few hours which would have been very painful otherwise and would have taken weeks to do so.Would love to hear how the ongoing excitement (or hype) around AI-led accelerated development can potentially help with OneStream build.Thanks.

Hello, Does anyone know if it's possible to rename an existing application through either CAT or other methods? I need to rename App1 to App2. And rename App2 to App1. I know I can make multiple copies to achieve what I need, but trying to see if we can rename to avoid all these copies. Thank you. 

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.

Excel add-in for google sheets | CommunityWhen will “Google Workspace” natively connect with OneStream?- “Google Sheets” is on its way like “Office 365”?Thank you, OS team.

Hi all,We're running into an issue with OneStream parameter dropdowns (combo box selectors) on protected Excel sheets, and I'd like to check if others have found a clean solution.Issue:When a OneStream parameter (combo box selector, e.g. ParamSelector_Default_...) is placed on a protected sheet, the initial value displays correctly on open/refresh. However, as soon as the user tries to select a different value from the dropdown, we get the following error: Exception from HRESULT: 0x800A03ECUser Interface Stack Trace: at System.RuntimeType.ForwardCallToInvokeMember(...) at Microsoft.Office.Interop.Excel.Validation.Add(XlDVType Type, Object AlertStyle, Object Operator, Object Formula1, Object Formula2) at OneStreamExcelAddIn.XFExcelRange.AddDataValidationComboBoxFromList(IXFCommonWorkbook workbook, List`1 listItems, String defaultValueOrNull, Boolean setValue)We've isolated this to sheet protection specifically:Reproducible on a brand-new file with a single new parameter - not rela

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, I am trying to load the data from a file into the cube (import validate load steps) via Business Rule and while I am able to load it successfully. I am not sure how to reset it if the job fails in between. For instance: Data pulled from the file gets failed at validate step due to some transformation rule issue. Now if I trigger the rule again , it will not do anything as import step is already completed. I need it to reset clear the cache from stage and redo the load process again when the business rule is triggered. Can you please assist? Below is the code being used  

Is it possible to auto start tasks that are configured with the auto-status function in Task Manager? The auto-status function doesn’t work unless the task is started, which kind of defeats the purpose for my use case below.I have two different requirements from the operational and corporate accounting teams related to journal entries tasks in Task Manager. The operational accounting team posts a single JE for five entities (i.e. month-end allocations) and views this as one task. However, the corporate accounting team needs a view of the close by legal entity, so they would like to see five individual tasks by legal entity for that single JE. I was planning to use the auto-status function to Prepare the individual legal entity tasks once the operational accounting team marks their single task as Prepared using an XFBR. The auto-status function using the XFBR works once the task is started, but manually starting the five individual tasks kind of defeats the purposed of auto preparing it

For base entities in Forecast that only have data in actual months, the year total at periodic shows derived data.  Scenario settings are all set to Periodic.  Data is loaded at Periodic.   

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

Hello, I added a new register field and now I am getting this error in the LIM WFP register. Confused because the register fields named in the error are all of ‘data type’ string already and I don’t see a field for ‘display format’ like what is mentioned in the error. Never had this problem before, but I recently upgraded the solution. Do I need to update the column format in some fashion instead of leaving it blank like in previous versions? That said, I don’t see a string format available in the dropdown list...Best,David

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. 

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.

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

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?

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 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

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