OneStream Platform Forums

SOURCE: ONESTREAM CHAMPIONS Hi Team, I wish to know few features are possible in the Spreadsheet or not while using the Table View functionality. there are some Enumerated fields stored in the table, say for example 0 or 1 (stored in the table) but I want the user to save it Yes / No in the spreadsheet - not sure how to achieve it? Also to make sure that some other junk value should not get updated here, an Error Message should be popped up if the value is not per standard or some color code change. How to make the cell - color filled for specific header columns - blue or so, indicating read-only cell. How to format the numbers to 2 decimals. Color Code change if the cell is dirty ( the same way it works for cube View ) Referred 1 document from OneStream Table View reference guide, which enabled to help to fetch the data in Spreadsheet using table view… but questions to above queries are not yet clear. Hope team members here can share your experience, which we can re-use Re

SOURCE: ONESTREAM CHAMPIONS Hi, We are looking to take the values of a specific column and divide everything in it by 3. Was hoping to accomplish this via a Column Override. In the Cell Format within the column override we have tried several variations of the following without any luck: If (CellAmount > 1) Then /3 EndIf Thanks for your help.

SOURCE: ONESTREAM CHAMPIONS Hi Team, we have a situation in which we need to create a new dimension every month, and can obsolete the earlier one for the next period, that works perfect. no Issue here. but since they share the common workflow, in the Entity Filters both the old Dimension and New Dimension are appearing. Expectation here is to get Display on the New dimension in the current period and only the old dimension in the previous filter ( Refer screen shot for more clarity ) Since the filter is based on Entity calculations, not sure what’s the solution to achieve the same. I need some inputs to get the filter dynamically listed based on the Year / Period we choose. Regards Darpan Bhansali      

SOURCE: ONESTREAM CHAMPIONS Hi Team, do we need to put some specific settings to connect the External DataBase… when we are connecting it via SQL Table Editor. i am getting the below mentioned error ( where as the same connection works via Data Adaptor )   Subledgers _ External.png977×467 21.7 KB   Regards and Thanks Darpan Bhansali

SOURCE: ONESTREAM CHAMPIONS Hi Team, i was looking for the Audit Log for Workflow profile re-name or workflow profile movement from one parent to another, almost similar to what we have for Metadata logs. Any hints for the same ? Regards and Thanks Darpan Bhansali      

SOURCE: ONESTREAM CHAMPIONS     Hi Team, I am facing a typical issue ( Error Msg 1) while uploading the data from an excel. where as the code for csv upload works fine. Refer the Code attached here by for reference. can any one help here to find what wrong am i doing in the below code. Also i want to fetch the range selected somewhere in the error log… or the message box… how to achieve that ? Also i could not find and XF Market place solution which enables this excel upload feature, Any guess on that as well. Regards and Thanks Darpan Bhansali

SOURCE: ONESTREAM CHAMPIONS Hi all, I have a very random request for anyone who may have the time to review and hopefully point me in the right direction. The formula calc is an on account and is unbalanced - I’m specifying more dimensions on the right side of the equation than the left (T#, E# and C#) which is giving me a data explosion error. I have examples of formulas currently in use where T# is on one side but not the other and the formula works fine so I’m guessing it’s an issue with E# and C# but I can’t seem to figure out how to make it work Here’s the formula:If Not api.Entity.HasChildren And api.Cons.IsLocalCurrencyForEntity ThenDim vEnt As String = api.Pov.Entity.NameSelect Case vEntCase “ENT_1095”api.Data.Calculate(“A#520_211010:V#Periodic:O#Import:F#EndBal:U1#NABalanceSheet:U3#Source:U4#None:U5#None:U6#None:U7#None:U8#None =A#ACC_SAP_134450:T#POVPriorYearM12:E#ENT_2000:C#CAD:V#Periodic:O#Import:F#EndBal:U1#NABalanceSheet:U3#Source:U4#None:U5#None:U6#None:U7#None:U8#N

SOURCE: ONESTREAM CHAMPIONS Hi Friends, Did anyone try inserting rows into a custom table ( within one stream ) using Spread Sheet? I am able to update the data into the custom table, but somehow the basic functions like insert didn’t work for me. I need a similar function as per the screenshot for identifying the new records and the existing records.   https://discourse-static.influitive.net/uploads/db_8467a788_7b9e_45b8_8b6c_d37e1967220d/original/1X/1c5dee15c2a1bb8d86b5682de4f4220b3122a2bd.png Expectation in SS.png966×362 20.1 KB   Regards and Thanks Darpan Bhansali

I can extract an entire DataManagementGroup just fine, but if I want to extract only one DM step and/or one DM sequence using XF Project, it fails. It will create an empty zip file. I have also tried extracting the DataManagmentGroup with IncludeDecendants=false along with the DM Step and Sequence but that just creates a zip with one xml that only contains the DM Group, and neither the DM Step or the Sequence are included in the extract. Has anyone had any luck extracting DataManagementStep or DataManagementSequence? It seems the Group must be specified since steps in different groups can have the same name, but I don't see anything about this in the documentation.

SOURCE: ONESTREAM CHAMPIONS Hi all, I’m largely self taught with vb, but have hit a wall with this, and thought I’d share here rather than ask the OS helpdesk, as it seems to be something that could prove useful to others. I’m trying to write a calculated account which refers an entity Text field, using multiple values varied by time in the calculation. We set a value for Cost of production for certain categories of products (spares and accessories) by % on a varied by time basis on the entity. This can vary from year to year (in theory could vary in year) Specifically, I want to find the value that is valid at prior year end and subtract the current value from that. The value may have been set earlier M12 may conain no value but M8 of the same prior year does, for example. I’ve introduced a loop to try and go back through periods until a value is found, but can’t see whether that’s working as I’m still getting an error message. Dim PeriodPOV As Integer = api.POV.Time.MemberId Dim Prio

SOURCE: ONESTREAM CHAMPIONS Champions,Is there a way to have a Studio report recalculate a value at a group summary level instead of having the report sum up values from the detailed band? In example below, the ROI% as the 401 Total line is displaying 4.7% which is the summed up total of % from detail records. This value should instead be recalculated as Total Net ROI / Total Revenue = 510,000 / 15,000,000 = 3.14% In Studio, Is there a way to define a calculated field that uses data from other fields on the same band i.e. the group total Net ROI and Total Revenue?   https://discourse-static.influitive.net/uploads/db_8467a788_7b9e_45b8_8b6c_d37e1967220d/original/1X/ad449b0c9dc199805a6c0159e56cea02d6698bfb.png image.png1046×396 8.73 KB

Hi Team, Is there any magical code / function to rename the workflow using some business rule. or direct update in the table ?       Regards and Thanks Darpan Bhansali

Hi Team,How to avoid the requirement for confirming dormant MEP workflows, should we setup at all or do an alternative control or any auto certification possibility Long Term?RegardsDarpan Bhansali

I'm having trouble setting up OneStream on my local standalone machineError starting application server 'localhost' Please contact the System Administrator to resolve the issue and restart the server.Application Server Configuration Folder: 'C:\Program Files\OneStream Software\OneStreamAppRoot\OneStreamApp\App_Data'.

Hi, I am working on a demo for BIBlend. I understand that "View" is not supported in BIBlend and we should derive it on the reports or by using BRs. Does anyone have some some examples on how I can use Time math Business Rules to derive YTD values in the BIBlend Dashboards? Or any other methods to report YTD/QTD values for BI Blend? Thanks Liliya    

Hi All, I'm trying to call out a XFBR string w/in a XFBR string in the column set of my CV (snip below).  Our consultant initially setup the first XFBR so that we could report on completed weeks of the month while rendering zero for the future weeks.  The logic works great but is dependent on manually entered parameters.  This is when I tried to introduce the second XFBR string to dynamically determine the prior week so that we can automate distribution of this output.  After pushing in the second XFBR string I get an error when running the CV of, 'Input string was not in a correct format' (see second snip).  I've tried to pass in the week value as an integer, a string, and as an Int32 value but nothing has worked yet.  I've also tried with and without the brackets [ ] on the CV column set, but no luck.  Any suggestions out there?  Help would be greatly appreciated. Thanks, Bryan       

Dear community, I have a very simple use case with my base entity set in "finance entities" top level cube, and the group entity set in the "finance group" cube. Everything in the "finance entities" cube works fine and as expected. However, no data roll out to the top level cube, even though I have tries to consolidate, force consolidate ... The 'Cube Refence' has been set so that the dimension for local entities is coming from the "finance entities" cube. When using a cube view on the Top level cube for base-level entity and group-level entity, I can only see that the cells related to group-level entity are all in red. --> What am I missing so that data from base level entity can roll-out to parent entity in the top level cube ? Top Level cube references :Top level cube entity dimension :Reference cube entity dimension :Local Entity dimension:Group entity dimension :Many thanks,

Originally posted by Sarah Park 2/4/2020 Can anyone provide some guidance on how to change the display of the Matching Accounts on the IC dashboard? Client doesn't like that it's driven off of the plug account ID, so want to rename these as ICPlug - AR/AP, etc. I've seen it done before but can't seem to locate it.

Hi, I wanted to remove + sign and show all the row , remove the collapse function please help

This is causing me a headache! Here's the situation.   We have an Actual Scenario and a Forecast scenario In the Actual Scenario,  we have Cash Flow accounts that have formulas so that they pull data from Income Statement and Balance Sheet accounts.  For example CF1 pulls from the IS,  and CF2 pulls from the BS.  The CF accounts are all set to Flow account type, and the ones pulling from the BS have Flow Constraints set and those Flows have Switch Type set to True. In  Actual Scenario,  the Rate Type for Revenues and Expenses is set to AverageRate,  and Rate type for Assets and Liabilities is set to ClosingRate. In Actual,  IS accounts correctly translate at AverageRate,   BS accounts correctly translate at ClosingRate, and all Cash Flow accounts translate at AverageRate.    First question,  how does the Cash Flow translate at AverageRate?  According to the OneStream XF Reference Guide,  Flow type

Originally posted by Thomas Regehr Hello,  We have a report that needs to transition between the Budget scenario and Actual scenario as we move through the year.  Ideally the user will select a period, and depending if the period in the displayed column is current or in the past it will show Actual, else it will show Budget.  I was asked to complete this without creating a new scenario.   I tried the below, but didn't have any success.       Public Function PastBudgetCurrFutActual(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As String Try Dim currTime = args.NameValuePairs.XFGetValue("CurrentTime") Dim timeId As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, currTime) Dim colTime = args.NameValuePairs.XFGetValue("ColTime") Dim timeId2 As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, colTime) If timeId >= TimeId2 Return "S#Actual" Else R

Hi all, Who utilizes Annotation or the other similar view members for writing text into OS? If so, do you give write access to parent entities? We’re looking to use VarianceExplanation to capture threshold explanations but we review and explain this data at a parent level and currently our entity parents all have a write access group of Nobody. I’m looking to narrow down when write access would be given at a parent entity level so I can judge what we’re opening ourselves up to if we decide to change security.Any insights are appreciated!Thanks,Nicole

Hello, We have data loaded to stage, voucher row text field, that we do not want loaded to the cube. Is there a video or how to doc that walks you through how to setup Attribute Value Dimensions for this column? I know from some of the OneStream training that I have attended it is possible but just having trouble getting started. Cube Design Attribute Value.docx (385.9 KB)      

Hi, Is there a way to call a dimension parameter in a QuickView? If we put for example UD1 in the rows in our QuickView and instead of choosing a dimension member for the rig we choose a parameter we get a “#error - The member filter contains unresolved parameters.” The parameter does work in a cube view. Thanks!

Hello! What is your process for closing entities? Do you rename them or mark “Is consolidated” as false or do something else to discontinue them? We’re working through creating an official process for closed entities so I was wondering how other folks deal with clearing out RE or other account calcs or otherwise officially close entities. Appreciate any input! Thanks!