Application Build

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

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.

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

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.  

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! 

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 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