OneStream Platform Forums

Hello Experts, I am looking to write a Dashboard Extender rule by which I can fetch the list of all the dashboards under a Dashboard Group and set the value as a delimited list to a Parameter.  Is it possible ?  The idea is to dynamically populate a list with new Dashboards as they are added.  Please suggest other workarounds if the above is not feasible.    Many Thanks   

Hello Expert, Is it possible to make employee register fields mandatory? we want users to select certain required fields before committing save.  Let me know, thank you

Has anyone pushed files from OneStream FileShare to a company SharePoint site? Is the best approach using Microsoft's SharePoint client object model (CSOM) to upload to subfolder in SharePoint (I assume that OneStream support would have to load the Microsoft.SharePoint.Client DLLs to your system)? Or would it be to use SharePoint's REST API Endpoints to make the connection and post the files to a subfolder? Can anyone provide examples or snippets of either approach?

Is it possible to update a users security group with a business rule? If I have them in Group A but want to add them to Group B without going to the system tab and updating their security manually can I update their groupings with a Business Rule? 

Hello Team - I am working on a cube view where I would want the resulting values (variance amount) to sort with the highest value first. Wondering if anyone else has attempted this. Thanks, Ritesh

Hi, How can I filter accounts by the plug account property just like I can filter by other account properties such as text? I am creating a CubeView and I need to show a series of accounts that have in common "x" plug account, but I am not able to filter accounts by the plug account property. Regards,

Hello, Does anyone maybe know if it is possible to create an endpoint in OneStream that will consume data pushed out to OneStream from SAP? In this case, SAP or another external solution would be the initiator of the connection. OneStream can consume the data it receives.

Hello Everyone,We have been using ExecuteFileHarvestBatch to automate our Data Loads. However I could not make it work for Direct Load profiles.Is anyone aware if we have api support to automate Direct Loads?

Hi, is there a limit on the number of cells that can be updated through Table Views?  We have a large table, 250 rows by 140 columns.  When we try to update all values at once, there are many cells that do not update.  When we only load 10 or so rows at a time, it updates all values correctly. thanks, Greg

Hello Experts,I'm trying to automate an export of account hierarchy which is then used to replicate same hierarchy in another app/tool. However, when I export Metadata in XML (tried both via Business Rule or via Application>Load/Extract) , it doesn't capture information on order of arrangement among siblings.So, while loading XML extract to new app, by default all siblings are arranged in ascending order of their member names.Is there a way to capture this information when doing export? Thanks,Gaurav

Hi All,I'm uploading a KPI file in our Workflow. However I keep getting this error? What could I be doing wrong?Summary: File does not contain any valid XF range tokens, Token xfd. 

OneStream is the best EPM app for consolidation and everything planning - it is going to kill Hyperion / Essbase !! Does anyone have a sample business rule BR for sorting rows in a column based on values in a column.  e.g. in screen shot, I want to sort by ascending order of values (NR) in column B  in Cubeview? I probably have a written something similar long time ago, but would like to see if someone else wrote a better BR.

Consolidation/Cube model can be set as YTD (Year To Date) or Periodic. In OneStream where do we set it up other than Scenario ?

Hi - not sure if this is the correction 'board'. OneStream Community,    We upgraded our on-prem OneStream 7.4.2 to 8.1.1 in our test environment.  We use SSO authenticating to external provider  GCCH.  Since upgrading the OS 8.1.1 application signon screen no longer fills in with the User name.  (please see screen shots).   This appears to be a BUG. Any insight is appreciated. Screen shot of our OS production – user name is filled in Upgraded our test OS from 7.4.2 to 8.1.1 – User Name is no longer filled in.

Hi Team, Is there any way to add/remove users/groups via business rule(dynamically).  i want to add user dynamically i.e not by clicking manually System---Security---Create user. Thank you in Advance really appreciate.   

I have a OS Batch File Load Setup which loads Multi Year and Multi Period Data(3 Years).I have an Extender Business Rule that creates the Batch File one period at a time and calls BRAPi.Utilities.ExecuteFileHarvestBatch to execute the data load one period at a time. Data Source is a connector.The issue I have is every time when I run the batch one of the WF steps (Validate Transformation, Validate Intersection or Load Cube) freezes and make no progress after executing roughly 10-12 periods. It doesn't make progress even after an hour wait. I will have to cancel the running task and batch and then restart the data management job with the next period forward. Again, it runs fine for 10-12 periods and freezes again.Appreciate any recommendations/suggestions to try resolve this issue. I am not sure if this related to any OS configuration that allows data loads for long time.     

Unposting

Apologies if this question has been answered elsewhere - I have been searching for a while but didn't find anything that solves my problem.I have a cube view with a single column whose member filter is T#|CVTime|.BaseIt displays 12 columns, which is great - one for each period of our fiscal year. For example, if CVTime is 2025 then the cells of each column going left to right will have their POV Time as 2025M1, 2025M2, ... 2025M12. Wonderful!However, on a single row within the cube view, I want to instead display values from the previous fiscal year using a column override for that row.  In other words I want the POV Time for the cells in that row to be 2024M1, 2025M2, etc.Seems straightforward but the two seemingly obvious options I tried do not do the trick:T#YearPrior1(|CVYear|).Base  (yields 2024 for each column.) T#YearPrior1(|CVYear|.Base) (yields 2025M1, 2025M2, ... 2025M12)   - I don't know if it matters but it's not clear to me if that's how the syntax

hello experts, we are using Actuals scenario with default view as YTD. Since it is YTD in nature, P&L accounts show reversal for next period (periodic view).we tried updating the property (see attached screenshot, updated highlighted to periodic) but still i'm seeing reversal for few entities. Pls see 2nd screenshot of data. Apr is the current month and May is the next month.  Can you please let us know if it is possible to avoid P&L reversal (periodic view) for next period by updating No Data Zero View for Non-Adjustment as Periodic for a scenario that has YTD as default view.     

Does anyone have information on how to get Data Cell Access (Slice) Security (henceforth DACS) to work when applying it to multiple UD dimensions?  The app has the entity and scenario security set.  Those are working fine.  If I put only one UD in the DACS, that also works fine.  The problem comes in when subsequent UD dimensions are added to the DACS.  It seems OneStream ignores the DACS and goes back to entity and scenario security. To add a bit more information, I have tried it multiple ways, with the multiple UDs in the same or different rows in the DACS setup.  It doesn't matter. Thank you.

I have built out an extensible document in PowerPoint that extracts a set at dashboards out of OneStream. I have charts displaying data for the current month, and previous two months.  I am having trouble using a variable to label the two previous months. For the current month, I just use the |CVTimeDesc| variables and it labels it correctly. But I can't seem to find a variable that works to display the prior period months description. Something along the lines of |CVTimePriorDesc|... Any help appreciated. Thanks!

Is there a way to format 'NoData' cells so that when the report exports to excel it shows a dash or 0, instead of the cell being blank?

Hello everyone, when data imported, the amount are displayed with only two figures after coma 0.00 i would like to display an amount format 0.00000 how can i do it in the datasource? Thank you for your help!

I have an IsOptional=True direct connect Import/Validate/Load Workflow channel.  I would like to be able to Complete this Workflow channel via the OS api without having to import/validate/load anything, the same as if someone selected the 'Complete Workflow' button just to the right of the 'Clear' button in OnePlace.  Actually, I have a number of such workflows, some are only required for M12 and others are placeholders for data that is being copied directly into the cube from other non-linked cubes. I can complete/revert the Workflow channel if it is set to Workspace using BRApi.Workflow.Status.SetWorkflowStatus().  And I can revert Import/Validate/Load workflows with the SetWorkflowStatus() too, but I do not appear to be able to complete the WF unless I'm at the last step or advance the steps with SetWorkflowStatus(). The BRApi.Import.Process.* functions will advance me through the Import/Validate/Load steps, but I cannot see how to do so without the functions imp

Hello, We have a client who has requested the ability to use the alternate translation currency property on specific parent entities but then also to be able to pull that alternate currency in reports without changing the currency in the POV. For instance, the parent entity's currency is USD and it will be setup with EUR as an alternate translation currency in the equity pickup property section. The children of that parent entity are all EUR currency entities. In their reporting they would like to be able to show parent entity and children at the EUR without changing the Cons POV. The reporting could have multiple instances of this setup with different entities and currencies so setting the Cons to EUR wouldn't be an optimal solution. Ideally, they would like to set the consolidation to local for the whole report. We have alternate hierarchies setup but they would like to only worry about one member name for the parent and one hierarchy. Does anyone have any suggestions on how to achie