Discuss the features and functionality of OneStream.
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Hello all, After an OFC upgrade, seeing the following error message trying to pull a time based attribute audit report. Has anyone run into a similar message? In comparing to another version of PROD, the earlier version is written in VB.Net, and the upgrade in C#; making comparison difficult.Unable to execute Business Rule 'RCM_HelperQueries'.Object reference not set to an instance of an object.User Interface Stack Trace: at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc) at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout) at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(MethodInfo targetMethod, Object[] args) at generatedProxy_5.StartGetDashboardDisplayInfoCompressed(SessionInfo, LoadDashboardInfo, Dictionary`2, Dictionary`2) at OneStream.Client.Ap
We are having an issue with many of our Data Adapters. The Results Table Name continues to return as "SICResults". They are using a DataSet BR. Not all of them have this issue, even though others are using the same DBConn Connection.This does not happen when using the External SQL ConnectionThis is an issue when we try using 2 adapters on the same Report Component.We cannot have 2 data sources with the same name. Of the 4 ways to change this name:1) Place the table name in the call of a New DataTable()2) Use the TableName property after a new DataTable is made3) Name the query result "Select .......... AS TableName"4) Use the Results Table Name within the data adapter. Our code has no reference to "SICResults" anywhere. None of our code does. We just upgrade to 9.2
Hi all,We encountered an issue with the ABS function in a GetDataCell formula. Our cube view has two rows: the first tagged to account A#100, and the second with the formula GetDataCell(ABS(CVR(Row1))). The data displays correctly in the data explorer, but when using ‘Show Report’ or ‘Export to Excel,’ both rows show the absolute value of the original amount, which is not the expected output. An example is provided belowData explorer view (correct amount)Row NameMember FilterOutputRow1A#100$ -1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Show Report/Export to Excel view (incorrect amount)Row NameMember FilterOutputRow1A#100$ 1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Does anyone know whether this is an issue in OneStream? Thank you.Best,Jacky
Hello, Since when are Form templates no longer allowed to include a dot (.) or a hyphen (-)? We built our naming convention using dots, and it is now unusable under these restrictions. Please confirm when this change was introduced and what alternative naming format you recommend. Best regards,
Does anyone know if we can assign an Input Mask to Text Box components? Using version 8.5.4, I have a few dashboards that make use of Text boxes for data collection and I don't see a way to assign an input mask to the text box. An input mask is a string expression that constrains input to support valid input values. If the text box is expecting a dollar amount, the input mask would format the entry as number format #,###.00. For capturing a telephone number (North America format), the mask would be (000)000-0000. If this doesn't exist, can the dev team add this to future releases? Thanks, Cosimo
Hi, is there syntax similar to forms to load journals into multiple wf periods?My WF is 1 period, 12 months:I tried using similar syntax to form loads:Template set up as monthly:And I return no messages when I load. Confirmed xfj range is set up on file and all dimensions match. Thinking maybe its my "Time" thats preventing the journal from getting into the system and want to confirm I have valid syntax.Maybe the other option is to set Workflow Time to 2026M1 and make individual journals for each period:Is it possible to do all months in 1 journal?
Hi,I'm trying to create dynamic members within a dimension using api.ReadDynamicDimensionInfo.I created a custom table within application database. When the service runs, it creates members under the root member even when I pass the "Parent" member's name. Also, the aggregation weight is being set to 0 even when I've passed numerical values.Table:Dimension Library: I want the members to be created under "All_Customers"Code:It works when I use - CreateAndAddrelationships but not with the api mentioned above. Am I doing something incorrect?
Is there a way to change the color font in the Quickview POV pane? User is saying the grey font in column/row dimensions is too faint to read, see below screenshot:
Hi all,I'm using ImpactCalcStatus to impact an entity based on another entity that has the Sibling consolidation pass set to 2. I can see the status changing during processing, but at the end of the consolidation, it remains CA/CN. Only after running it again does the status change to OK. What am I missing here?api.CalcStatus.ImpactCalcStatus(cubeId, Children.MemberId, Parent.MemberId, consId, scenarioId, timeId);Thanks.
Hi,I was trying to go back to one of the two Genesis pages (we have two instances in our app) using a button but seems like the following navigation action is not working.XFPage=Dashboard:[container_bag_(App)_(Main)_EU]I've tried using parameters in embedded dashboards to refresh the content and there is no way to go back to the home page.It appears that Genesis assigns the same names for all objects so it's a problem when trying to refer a home page dashboard only related to a specific instance. This is the reason why i renamed the home page Genesis dashboard with a suffix.For now i just opening the dashbaord i want in a new page using OpenInNewXFPage=True, but i prefer to make the back button working.
We have added a power user who has the ability to manage some dimensions, however they cannot access the hierarchy validation tool and receive the error Security Access Error. User XXXX is not authorized to access object 'OneStream Database Server'. I tried changing the access in the workspace but this did not resolve the error. What areas need to be changed to allow access?
Hi, We have moved to v9, and the previously used IC matching methods are giving us issues. For this we have a ticket open with support, and they have pointed us towards ONC. We use something very similar to the intercompany all plugs, but then supressing any combinations that are matching. Is there a way to filter the IntercompanyDetailAllPlugAccountsGridView_ONC to suppress the matches? It seems to be working in our development environment, but would be great if we can supress the matches as this is something that will be required. We have tried this: {WS}{GetIntercompanyDetailAllPlugAccountsGridView}{View = |!Members_View_Numeric_ONC!|, SuppressMatches=True} But that does not seem to work. With kind regards, Tim
Hello,Is there a way to pass a combo box paramater into a cube view service? I think would be through the Service Factory.Since the cube view service runs when the cube view is executed and there is no call as XFBRs or Dashboard extenders, Is there a way to pass parameter values into the cube view service business rule?
Hi, I would like to know if any major changes need to be carried over from 9.1 to 9.2 version upgrade. As we had some changes performed when we moved from 8.5.1 version to 9.1.0: Winscp to SSH.net Marketplace solutions to be upgraded to latest versions also Navigation center replaced applications reports, security audit reports. so, we had to remove the existing AR, SAR solutions. We had .vb in the extension wherever the xfbr has been referenced that extensions were no longer supported in 9 version. Thanks in Advance!
Hello everyone, Thanks to this discussion: https://community.onestreamsoftware.com/discussions/WorkflowDI/forms-by-entity/13417 I can now show or hide the input cube views based on whether or not the group entity has been released, as stored in Entity Text6. However, by doing this, I lose the ability to display cube views only for the quarter, half-year or full year. Currently, I display the cube views every month if the entity is present in the group, so this does not apply to cube views that should be displayed quarterly. I would therefore like to retrieve the name of the form displaying each data entry cube view, so that I can define in the Business Rules whether each form should be displayed monthly, quarterly, half-yearly or only in December. This would allow me to use the settings provided natively by OneStream, which I have previously bypassed. But I am unable to do so. Is this feasible? The ultimate aim is to prevent accidental data entry into workflows that should no longer b
Hi everyone, I need to set up a few transformations to normalize a delimited file that will be uploaded by the users, before feeding it to the datasource.I previously worked with FTP folders, and used a Connector BR to retrieve data and normalize it before the datasource step.I have never worked with delimited files loaded directly by clicking Import. It's not clear to me if I can still use a connector BR or if I need to use something else (a Parser BR?).Can anyone help me understand what is the best practice in this case?Thank you for the support!
For some reason, the workflow save event is being called several times.I have this configured right (I believe):Dim returnValue As Object = args.DefaultReturnValueargs.UseReturnValueFromBusinessRule = Falseargs.Cancel = FalseCase Is = BREventOperationType.Workflow.UpdateWorkflowStatusDim sWorkflowImpactMessage As String = args.Inputs(3)'Example:'Reason = Save Data Cells'Data Entry Type = CubeView'Cube View Or Filename = NameOfCube'Data Entry Audit ID = 0d6e8f60-de0f-4ab3-ba69-2f28a0d2'Task Activity ID = 00000000-0000-0000-0000-000000000000If ( sWorkflowImpactMessage.Contains("Reason = Save Data Cells") ) ThenIf (args.IsBeforeEvent = False) And (sDataEntryType = "CubeView") ThenHere is my code - If I print a message, I see it several times. ThanksRaf
Hi Community :)We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?
Hello, is there a way to restrict users from force consolidating? Can we control who has access to force consolidate in the system? Thanks, Hadi
Hi All, When opening a cube view via OS Genesis cube view tree view, the content block can take a while to open. Even though there is no data, it is a simple cube view PnL. Opening it via cube view or dashboard takes only 2 seconds with data.Is there a way to improve the performance of the cube view tree view content? Appreciate your help on this.
Hi All, We have run out of text properties and are figuring out how to extend this and what the options are?Does anyone have some suggestions or ideas?Thanks in advance!
Hi everyone,In a dashboard that I'm developing I have multiple dashboards embedded into one another.Within one of the embedded dashboards I have a button that is associated to a dashbaord extender rule. When the button is clicked, I need the rule to retrieve the name of the dashboard that is currently the container of the embedded dashboard where the button is placed (see scheme below)Primary dashboard Embedded 1 Embedded 2 Embedded 3 -> buttonI see there are two rules (args.PrimaryDashboard and
Does anyone know how to change the time zone used in OneStream Dashboards from UTC to a different time zone (e.g., Eastern Time)?We’re implementing for a client based in Eastern Time, and we’d like dashboard times to reflect that for end users. Any guidance or recommended approaches would be appreciated. Thanks!
Hi All,I'm trying to set up some Excel templates for the uploading Budget and Forecast data. I'm pretty happy with the Excel Template side, with the named range (XFD), and specific header formats, etc.However, I'm a bit lost on the Data Source set up, I get that you have to Allow Dynamic Excel Loads set to True, but what about the rest of the set up? Do I choose Delimited or Fixed file? It feels like this Data Source section is really for flat files, as it always wants to know the column number.I've tried importing the Excel into the Data Source in the same way I would for a csv file, but it just shows up as xml gibberish in the top box. It definitely feels like I'm missing something.
Hello everyone, We have several companies that have been sold or dissolved. To simplify users’ work, we would like to stop displaying workflows for these entities for periods when they no longer exist within our group. I’m not sure if this is the recommended approach, so please feel free to share your best practices with me. For my part, I have several ideas: Revoke access to the workflowProfile of the relevant entities via the access permissions of the users responsible for importing the data. Use a Business Rule to retrieve the name of the entity linked to the user’s workflow and, using its Entity ID, retrieve the date the company left the group, which is stored in Text6. This way, I could either display no periods (meaning there would be no workflow), display all 12 periods, or display only the X months of the year the user was in the group. I can retrieve the ID of the entity assigned to the workflow, but I can’t retrieve the data in Text6. I get the error “Object reference not
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