OneStream Platform Forums

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?

Is it possible to run a Finance Custom Calculate Business rule using the Assemblies Service Factory “FinanceCustomCalculate” service. I would like to have a button on a Planning dashboard run a data Management sequence that calls a DM step that runs Custom Calulate Business rule that is stored in a Workspace Assemblies.  This is for a v9.0 environment.

Hi everyone,We are uploading portions of our budgets in Excel templates across multiple years.  The data is imported across all the years in one shot, but the validate and load steps need to be run year by year if imported through the workflows we have set up.  Does anyone know if there is a way to execute the validate and load steps across multiple years through a rule?I know we can use the batch harvest folders, but we're hoping to keep the workflow steps as close to those used in other processes as possible.Thanks, James

SummaryUsers cannot share a link to their current view when working on a Genesis page. This breaks a common collaboration workflow — e.g. a Finance user filtering a report to a specific scenario or entity and sending a colleague a link straight to that same view — which already works today on classic dashboards.The technical root cause: a Smart Link can currently only open the Genesis container dashboard, not a specific page inside it. Which page displays is controlled by the internal cph_Nav_Home_(Main) parameter, which OneStream Support confirmed cannot currently be set or read from a Business Rule or Smart Link.Requested enhancementA supported way to target a specific Genesis page when building a Smart Link A supported way to read the current Genesis page's identity from a Business Rule bound to that page (equivalent to args.PrimaryDashboard.Name for classic dashboards), so one reusable rule can link back to whichever page the user is on, without hardcoding.ImpactWithout this, teams

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,is it possible to display nothing in this column like Excel instead of this useless value? In the column I have DBNull.I tried setting the default value to “” (without quotes) or DBNull in the Column setting in the SQL Table Editor component but with no luck.

Hi all,I'm experiencing an issue with a budget scenario that previously allowed annual data entry. In the prior budget year (2026), I could enter amounts at the year level and OneStream would automatically spread the values across months or quarters as configured.After rolling the budget forward to the next year, this functionality no longer works. I am now forced to enter data at the monthly level. If T#|WFTime| is used, the cells turn green, and no input is allowed.I've compared the Scenario dimension settings between the working and non-working scenarios, and they appear identical:Tracking Frequency: Range WF Time: 2027 Start Time: 2027M1 End Time: 2030M12 Input Frequency: Monthly (default), then Quarterly in subsequent yearsInitially, I thought the issue was related to the Input Frequency being set to Monthly. However, the prior budget scenario that worked correctly had the same setup, yet still allowed yearly input with automatic spreading by month or quarter.Has anyone encountere

I am getting the error “Object reference not set to an instance of an object.” with the code below in a connector business rule.  I feel like I’ve used this code a ton but never had this issue before.  Anyone have any thoughts on what I might be doing wrong this time?WorkflowUnitPk wfPk = api.WorkflowUnitPk;string wfTime = TimeDimHelper.GetNameFromId(wfPk.TimeKey);TimeMemberSubComponents objTimeCmpnts = BRApi.Finance.Time.GetSubComponentsFromName(si, wfTime);int wfFiscalYr = objTimeCmpnts.Year;int wfFiscalPer = objTimeCmpnts.Month;Thanks,Scott 

What is the difference between execute retransform and start retransform?  Thank you!  

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 complete variance explanations each quarter, and each business unit has different thresholds that require explanation. Is there a way to apply different thresholds within the report based on the selected business unit using the conditional formatting? I would like to flag it red only but I can’t figure out how to do by business unit using the same report.Users are prompted to select their business unit when they run the variance report.This is what I currently have, but it applies the same threshold to all companies:If (CellAmount > 50000) Then    ExcelTextColor = Red, ReportTextColor = Red, TextColor = RedElse If (CellAmount < -50000) Then    ExcelTextColor = Red, ReportTextColor = Red, TextColor = RedEnd If

We have an excel export item that loops through several entities and uses the entity names through Loop1Variable as the output.Unfortunately, some entity names are longer than the 30 characters excel tab names are limited to.Is there a function/formula that can be used to limit the Loop1Variable to 30 characters? 

Hello, I have tried everything to remove the border from my cube view components on my Canvas layout type dashboard. Any suggestions?  

Hi,I’ve had an issue trying to use parameters to retrieve both names and descriptions of entities in Excel using a parameter.I use a Member List parameter with a filter of entities.In Excel, if I tick ‘Description’, sometimes I get only descriptions; and sometimes I get both names and descriptions, which is the desired behavior (the client wants to be able to choose entity by their names, and I need the code in the parameter to make the XFGetCell formulas work).Is there any option here I’m not aware of?I’ve found a solution, which is to create a XFBR rule that feeds a Delimited List parameter with strings including both name and description. It works fine. But I’d like to make sure I didn’t miss something obvious here.

The OneStream precision limit is set to DECIMAL(28, 9) for numbers getting loaded to database, This is a total of 28 characters with 9 of them decimal places. We have larger numbers that need to be loaded to the database. The factoring approach suggested by the OneStream support team does not work for us.As per the below comments by the support team in Case CSRC0147989, can an enhancement be made to allow larger numbers to be stored in database?“While SQL Server can support up to 38 digits, implementing this would require changes to the product thus making it an enhancement request. The only fix is to update all the numeric columns in the DB to accept a larger precision.We recommend that you log an enhancement request in IdeaStream so product engineering can consider it.”

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

Hi I am trying to build a Genesis dashboard wherein for BI viewer the data source i have taken is cube view , I can not see the toolbar to create a chart or graph after giving source of CV.  

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,I’m writing a custom calculate business rule for an Account which is planned like this - Look at the same intersections 12 months prior and see if there is data. If there is, use that value to set the value for current time period. If there is no data in that intersection 12 months ago, look for a value 24 months ago.I need to do this for just 1 account but different UD1 and UD2 intersections.I tried to use GetDataBufferUsingFormula and thought of looping through all intersections but DataBuffers give only those intersections where there is data.How should I go about this? 

Hi Team,Is there any update on enabling dropdown menus for multiple fields within the Table View?For example, if a user clicks a cell in the "Payment Type" field, it should display a relevant list for selection. Similarly, in the same table, the "Payment Card" field should display its own relevant list.Prior to LIM, I believe this list option was limited to a single field, achieved via the EnableStatus column functionality. However, when reviewing the LIM Tableview via Spread, it appears there is now a way to enable dropdowns for multiple fields.Could you please explain how this is achieved in LIM? Additionally, is there any documentation available on how to configure this for a user-defined tableview?Best regards,Sudhakar S