OneStream Platform Forums

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 of accounts/sub-accounts is entered manually by users through Forms, CubeViews, or QuickViews. Both sets use the same Entity, Scenario, Time, Account, Flow, and UD1–UD8 dimensions, except that UD1 differs (SSSS1 vs. SSSS2), and the Origin member differs (Import vs. Forms).Sample intersectionsImport:E#EEEE:S#FW:T#2027M12:C#Local:V#Annotation:A#AAAAA:F#PL_Load:I#0000:O#Import:U1#SSSS1:U2#DDD:U3#LID_001:U4#Form_Input:U5#None:U6#None:U7#None:U8#NoneForms:E#EEEE:S#FW:T#2027M12:C#Local:V#Annotation:A#AAAAA:F#PL_Load:I#0000:O#Forms:U1#SSSS2:U2#DDD:U3#LID_001:U4#Form_Input:U5#None:U6#None:U7#None:U8#NoneTimelineSep 28: Ran Import, Validate, and Load. Data and annotations exist in the Import intersection. Sep 29: A user entered data and annotations

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 export all dimensions in one file, the file is very heavy and hard to use. Can anyone tell me how can I make it with business rule?KeithBerry kudos for great solution you provided in another topicKind regardsJarek

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 is the |MFUD1| can never reach any external functions, and UD8 can not post it back to the intersection in overrides. Thanks in advance!

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?     

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 description so that they match. I do not seem to find a Workflow Description column in the database. Any ideas on how to solve this?

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

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 dashboard data string function to return the GetDataCell call as text, it also works and the formatting is retained.If anybody has a suggestion as to why using the Finance rule to return a single value is replacing the formatting, that would be appreciated as that is my preferred approach.Thanks!

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, We have a requirement to get journal report for all entities irrespective of which workflow was used to post the journals Example - There are different BU related workflow ( example BU M workflow )which has individual BU related entities assigned and there is another work flow - Central Group Adjustments which does not have any entity assignment. Users from BU M workflows would like to see all the journals posted via Central Group Adjustments which are related to BU M entities. We have different securities for each BU workflows and Central Group Adjustments as well. Basically all BU users should not have access to Central Group Adjustments workflow , but they would like see / view all the journal posted for respective workflow assigned entities.  We can always have an option to give read only access to Central Group Adjustments , but just wanted to check if there is any report which shows all the journals posted from another workflows as well ( assuming

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 with the same cube view to PowerPoint, I get this error when trying to check the PowerPoint file back in:  It looks as though it wants a “document” and not a “presentation” so I feel like I’m missing something.  Thoughts?  Thanks!!

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 significant manual burden and extends our month-end close timeline. Is it possible to upload multiple items somehow?

Hello,I am looking to create a dashboard displaying all rule confirmations (name, text, amount, failure or warning, text1/2/3/4) for all companies in a given workflow, and then to add filters to it (by company, by anomaly category: Warning/Failure).I would like to retrieve the list of rules and create a table from them (entity, period, rule details).Is this possible?Dim objConfirmInstanceInfo As ConfirmInstanceInfo = BRApi.DataQuality.Process.GetConfirmation(si, wfClusterPk, includeStoredResults) allows me to retrieve the name and/or description of the Rule Profiles associated with the wfClusterPk.However, I do not know how to drill down further to loop through all the rules contained within the Rule Profiles.I therefore cannot see how to retrieve `args.ConfirmationRuleArgs.Rule` and thus obtain the details of each rule.Is this possible?The two threads I found on the community forum didn’t get very far:   Thank you for any help you can provide.

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!

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 rows, and other non-transaction rows using a single bypass rule or expression, instead of creating multiple individual bypass rules? What is the recommended way to import credit amounts as negative values? This is a one-sided match. The Amount field is displaying correctly as an absolute value of either the debit or credit amount, and the Debit field is also displaying correctly. However, the Credit field in the data set is always showing 0.Any guidance on the fixed-width field configuration or where the credit sign logic should be applied would be greatly appreciated.Thank you! 

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/configuration, which can be accessed programmatically. Instead, I'm interested in the information that a user defines within the Large Data Pivot Grid itself, for example:Whether the grid has unsaved changes (similar to a save status or "dirty" state) The fields currently assigned to Filters, Rows, and Columns (by user)Since this information is configured within the UI, I'm trying to understand whether OneStream exposes the saved Large Data Pivot Grid layout (Filters, Rows, Columns, save state, etc.) to Business Rules, Dashboard Extenders, or any other supported API. My goal is to drive a custom Excel export and display warnings when unsaved changes exist. Has anyone implemented something similar or knows whether this metadata is accessible?Thank y

Has anyone used a business rule to create either a sound notification or email notification for tasks you’re waiting to finish running in task activity? When force consolidating, I often find myself working in other applications and constantly having to go back to OS to see if the consolidation has finished running. It would be nice to be able to set a sound notification once its complete or receive a quick email saying your task has completed.

Hi everyone!I am working with a Pivot Grid dashboard item in the BI Viewer. I am investigating about the possibility of formatting the Excel export of this component. Currently, the exported file does not retain the formatting applied within the BI Viewer, resulting in a very non-user-friendly layout, with fixed column widths. Are there any options available?Any insights will be highly appreciated! :) Thank you!Have a nice day,Andra

We started using the Auto Prepare and Auto approve reconciliation rule.  We now feel some things are getting overlooked and going forward want to change it to only auto prepare.  But when I try and change it I get this error message.  “The following AutoRec Rules have already been used to Prepare/Approve reconciliations and cannot be modified or deleted: (Zero Balance - Zero Activity)”  How can I change this?

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

How do I get a text attribute from the import profile vs getting a text attribute from the parent of that import?

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.

Hi, I’m trying to run a derivative rule source - final at time dimension so that I can copy the loaded amount across 12 month.In the source I have a Period column with the year. My idea is to bypass the year in one to one mapping and create 12 months using the derivative rule. Something like this  The issue I’m facing is that the derivative is duplicating the rows but not changing the time, however I test for other dimensions and it’s working.Has the time dimension any restriction on derivative rules? Thanks

Hello, I have multiple excel files using XFGetCell to pull data from OS.  What I would like to do is, (1) create a report book that includes the XFGetCell formulas to refresh data when the report is ran, (2) Set up a DM/Parcel Service to automate sending the file to both OS and non-OS users.  Is there a way to do this?  I do not want to re-create these files as cube views because they are customized for our reporting requirements and have some intricate calculations.Thanks,Tyesha

Is it possible to avoid the compile error when the workspace dependencies doesn't exist. In our use case all the dependent assemblies (that contain custom config) may not exist. This is expected and we need the rule to ‘fail gracefully’ rather than throw an error.Is it possible to resolve by dynamically adding the dependencies using late binding so the checks are deferred to runtime?