OneStream Platform Forums

Hi Can anyone suggest , how can we automate loading of metadata into onestream from a flat file /table. What is the format of the file. I am aware of loading using xml from utilizing the metadata excel builder utility , but my client wants to automate metadata update in Onestream. I am not finding much documentation around that. How is this achieved ?

SOURCE: ONESTREAM CHAMPIONS Hi Everyone, Curious to hear others’ experience in the area of Security. At BDO, we currently have: 5k users configured, of which 4.5k are enabled. 3.6k are in our “basic” level security group, which we have automation to create and assign users to this group when they meet certain criteria. We have seen in our first year live about 50% of our enabled users utilizing our Production App at some point during the year. Primarily focus on Data Level Access (Cube Slice Security) to control access, which 1 of our 3 cubes has 137 slices configured in it, which is the most granular of our 3 cubes. For groups we are currently at 312, of which 150 have users directly assigned and the others are for nesting shared access across groups. For security, we do very little control by Entity or Workflows since most access to data is controlled in Cube Slices based on our U2 (Location) and U3 (Department), and outside of our automated loads, few users load data via workflows.

hi for our consolidation application we need legal entity structure with company codes  as the entity dimension.  The data also comes with a profit center and we would like to see profit center as a UD dimension and report on it. However for planning purpose , all data is loaded by profit center , it is the primary hierarchy for wokflow etc. can we have the same hierarchy in both UD dimension as well as Entity and use it in different cubes in different dimension.

Has anyone experienced an extensible finance message stating "stream was too long" while using a quickview? I received the message after using UD4 as a column dimension and selecting more than 1 member. I set the maximum rows and columns to 50,000

Is there a way to allow different entity security for different processes in OneStream - particularly when implementing a Marketplace solution which is in a separate distinct cube, with separate distinct scenarios.  For example, the user may have RW access in Finance cube to entities 1,2, and 3, and needs RW access in the Tax cube to entities 4, 5, and 6.  How can I prevent them from having RW in both cubes to 1, 2, 3, 4, 5, and 6?  I expect similar need may exist between actual and forecast scenarios in the Finance cube...

We are trying to format the point label text in a chart for the dashboard. We are able to format the value with the syntax  "{V:0,0}". We also want it to have the font color black. We have tried several options, but whatever we punt in format or back of the syntax it will print that text. In Excel you can format numbers like [Red]#,##0 and it will display the value in Red. In the OS chart the result will be [Red] 10 for example.  Does Anyone know the syntax to use to be able to control the font color of the labels in a chart?

Hi, I changed all font family and font size settings to Arial and 10 in OS under Application Properties/Standard Reports. It looks like all cells that were “written” by OneStream came through as Arial 10, but the cells that were not edited are still Calibri 11. I even tried to change my Excel settings to Arial 10 to see if that would work after exporting and had no luck. Any idea? Thanks, Hadi 

Originally posted by Ashok AmreshWe are looking for a way to refresh excel workbook with the add-in in automated fashion.  did anyone do it with okta sso authentication? basically looking for VBA version of below power-shell code. has anyone ever done it? Appreciate any help.   $ssoToken = $xfApi.Authentication.ProcessSSOAuthenticationAndCreateToken("<server address>", "Username", "Password", [OneStream.Shared.Wcf.XFClientAuthenticationType]::ClearTextPW) $xfLogonInfo = $xfApi.Authentication.LogonAndOpenApplication("<server address>", "username", "$ssoToken", "appname", [OneStream.Shared.Wcf.XFClientAuthenticationType]::ClearTextPW)

Scenario property, Calculation Type: calculate > Execute Scenario Hybrid Source Data Copy > TRUE - does this really improves OS system performance? Can anyone give me an example of where  using this really HELP.  I can do the same job with Planning rules and Cube View reports.    

Hello All, I have two elements, let' say for example "KPI before 2020" and "KPI after 2020". I would like to create a cube view that's shows>>> only "KPI before 2020" when my POV time is <=2019M12>>> only "KPI after 2020" when my POV time is >=2020M01 Currently my cube view result looks like: My desired outcome: Any ideas how to create such cube view? Best regardsJarek  

Is there a way to display the report header for a cube view in the Excel Add-in? I have the Report Header section of the cube view designer filled out in the application, but when adding a cube view connection in Excel, it does not display.

I'm curious to know what others have seen during an external audit.  We've been asked to provide change request or service request ticket evidence for any change made to our OneStream production app.  This includes metadata, transformation rules, cube views, etc. We're being asked to provide ticket information in addition to screenshot evidence of what was done for any change of any object.  Has anyone else seen the same?       

Does anyone know if it is possible to combine multiple data extracts into one file in OneStream?We have several DM jobs that we want to extract information about what contributes up to parents. We have found no way to do this in one DM job as the filters needed for each just won’t work for multiple rollup points. So alternatively we thought if we could combine those files it would work. Or perhaps a business rule that could somehow loop through the hierarchy we need and ‘build’ the larger file to save to the file explorer?

I have a Stage Attribute of text type attached to my source records.  As expected, this drops off when I push data from Stage to the Cube.   When I run a query in the Excel Add-In and do a drill-down back to source at the base level intersections, I can see all dimensional values except the Stage Attribute #1. Is there any way to enable this?   Thanks

When I look in GolfStream demo app, we retrieve a OS dashboard on a ppt doc using a dedicated chart component. Is it the only way we can use in order to call an OS DB from a XF doc?

Hi,How do I attach another CV (i.e base scenarios) under a flux analysis report?  This is how my flux report looks: I understand their a row/column sharing feature, will that work? If yes, can someone please share how to set it up? Thanks!  

Can we add these expansion to a parameter, and have the user select on their own?  I was able to build a entity selection parameter, however when I run it, it pulls in everything (branches, regions, district) because I have used "Tree Descendent" expansion. But it would be preferred if I could add a expansion parameter (Children, Base, Tree Des, Member etc) and have it prompt the user to select. This is how my dialog prompt looks. Looking to add that parameter in their.   Let me know if this can be done? any example will be appreciated. Thanks 

My dept wants the ability to search data across region, district, and branches. I was wondering what would be the best way to build that functionality. Currently, I have build a Select Region Parameter, which has a BR rule running these cases (member filters). And it only shows region level data.    This is how our report looks like. (Data is omitted)    However, I'm looking add an option to select districts and branches, Maybe the QV can have a button to add additional rows, by clicking "+" and selecting those specific branches from a dialog box. Or maybe a dialog box, which prompts the user to build their own entity member filter. Hope that gives an idea of where I'm heading. Any suggestions or ideas will be appreciated. Thank you!      

SOURCE: ONESTREAM CHAMPIONS Hi all! We just upgraded to 6.4 last week and have migrated our data management jobs running via power shell script onto Task Scheduler. A few questions: Do you set these jobs up with a certain person’s user name? Do you know what happens if that user is later disabled? (I’ve submitted a OS support ticket for that last question). If you don’t set them up under a specific person’s user name, how do you set them up? We have an “Administrator” user and “OSAutomation” user that I’m considering using to keep these auto jobs separate from my regular OS activity. Any insight would be appreciated as I’m trying to gauge how other users have set up Task Scheduler while also asking OS support for their best practices. Thanks!-Nicole

SOURCE: ONESTREAM CHAMPIONS Hi Team, Did anyone successfully able to set up the email configuration for RCM or Workflow profile completion or certification. Best Regards and Thanks Darpan Bhansali

We just went live with our IC setup (ie providing the plug account - We had already required a valid partner prior to adding the plug). Works GREAT! The issue/question we have now found ourselves in is that these feature is not time constrained like formula’s or other features. We decided that we needed to split a statistical volume value into two groups and wanted to go back in to a prior year to get year over year comparisons. At this point we realized that once we make any change to an Entity, when we re-consolidate, IC kicks in and hoses up our Financials. Outside of removing all plug accounts, making change, consolidating and adding the plug accounts back, we can’t update our prior period Statistical accounts. Anybody know of a work around or is this going to be fixed in the future similar to how formalus are handled.Clarke

Hi All,We would like to draw up some dynamic QV's from a time perspective & always have them aware of the current time so we can utilize the T#PeriodPrior1() MF rule. I'm curious how others have made these dynamically change, we were considering a BR to update the 'Global Time' on a systematic basis and then we could direct users to use this global time & know that it is always reflective of the current week. Maybe I'm overlooking some function of OS to do this but it seems like there isn't a natural dynamic time option.Thanks,Bryan 

SOURCE: ONESTREAM CHAMPIONSis their an option to input dynamic charts in cube view? I am creating a CV that calculates and pulls top 10 branch contributions, and projects in a visual chart.If it won’t work…is their any other way?Thank you for you help.

Hello,I would like to know, if it is possible to format only one word of a text or label in a dashboard :- Do you have examples of formatting only for one letter or one word within a sentence ?- Could we use conditional formating in order to format only a specific word (for instance, a user login) ? Many thanks,

Does anyone know if there is a way to suppress “Background Task has Completed” messages?