OneStream Platform Forums

Hi,  We are using the Excel upload to load some data to OneStream. A problem arose when we found that even by locking the workflow it was possible to load data using Excel.    Is it possible to prevent this behavior? 

Hey folks, Just wondering if we can automate IIS reset in the task scheduler. I don't see any Snippets or related BRApis in the Extensibility Business Rules. Surfed through various Community posts but, didn't help much. Any guidance here will be helpful.  

Dear all, I'd like to know whether you've been faced to this issue. When defining the CV there are several nested dimensions in the row definition and I'd like to show it so that the header is repeated to avoid empty headers on the rows (see image below). Do you know how it could be possible to edit it? Thank you    

We are moving an entity to another parent.  Prior periods have been locked.  Will this cause an issue with reporting as the entity will roll up under a different segment.  Trying to determine if we need to create another entity for reporting purposes.

Hi there, I have the same issue as that of the link below but I'm looking for a solution without using a DynamicCalc nor GetDataCell because the parameter "Allow sparse row suppression" is set to True. Does anyone have an idea about how to proceed? Regards How to bring attribute "Text" fields value into a Cube View - OneStream Community (onestreamsoftware.com)   Edit: When using a DynamicCalc member and "Allow sparse row suppression" = True, it entails an error (see following image)  

We have a combo-box for entity selection on a dashboard however, it only allows a user to select 1 entity at a time. How do I make that comb-box open to multi-select 2 or more entities? I do not see a multi-select true or false option on the combo box form. Parameter: Combo Box: In Dashboard:        

Dear Community, How to get multiple time period data in FDX ?  We have data's in row manner. We need it in column wise. The data is imported into a table using FdxExecuteDataUnit function. 

Thought this was cool and wanted to share so others have the recipe.  If you build a default landing Home Page for users upon login, this is where the XML sits for that Dashboard.   Then, (I was thrilled) to discover this) once you have a default Dashboard set for users, the OneStream logo is now a clickable button!  It returns you to your Home Page Dashboard.    

Originally posted by Sam Richards 6/27/2019 Slice Security Question: I have a cube setup with restricting all access from all of my UD1 members. For some reason when I pull a UD1 in spreadsheet I can still see the data. It is probably something small I am missing but here are my setups. The bottom picture is the quick view I am using to test

I have an issue with the member formula with the below condition. It checks for Account Type Revenue or Expense. However if the Account Type is Revenue or Expense, still the condition is not met. Is there any issue with the way the condition is written? If api.Account.GetAccountType(api.pov.account.memberid).Equals("Expense") _Or api.Account.GetAccountType(api.pov.account.memberid).Equals("Revenue") Then   Return 1 End If

Hi, I am wanting to show the scale of dollars in a report, I have the parameter |!Divisor!| which has display items as Whole Numbers, Thousands, Millions, and Billions. When I use that parameter in a report instead of showing the display items it shows the value items which are 0, 3, 6, and 9.   Thank you, Jeremy Morgan    

When refreshing a quick view after having changed the PoV, any formula in the row that is refreshed will be cleared.Is it possible to retain the formula ? Example: A1 Formula B1 PoV C1 PoV When changing B1 and C1, and refreshing A1 will be cleared. Thanks!

Hi, I'm a little confused with a workflow security issue I have always assumed that locked and certified parents prevent the unlocking and modification of the workflow steps below it, however I have just tested and found this isn't the case. I have locked and certified a parent workflow, logged in with a test user that only has access to a single base entity but has the 'unlock workflow unit' security application security role and in my test I am able to unlock my base entity, make changes in forms and relock, all without disrupting the locked and certified status of the parent. Is that the expected functionality? Does anyone have a recommendation for updating the workflow unlocking so that it will only be allowed if the parent is also unlocked? In my first attempt at an eventhandler I ran into the issue that I couldn't access the locked/unlocked state of the parent workflow without the user also having access to the parent workflow

Hello There, Is there a way to get the 'Integer' behind each Account Type based on a 'String' ?Context: I am trying to create new Account Members with pre-defined properties, all properties were straightforward except for the account type. Below a code portion for modifying a property & a hardcoded solution: myaccountMember = BRApi.Finance.Metadata.GetMember(si, DimTypeId, accountID, True) Dim AccProperties As AccountVMProperties = myaccountMember.GetAccountProperties() 'Add AccountProperties '*** Text123 *** AccProperties.Text1.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt1) AccProperties.Text2.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt2) AccProperties.Text3.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt3) '*** AllowInput *** AccProperties.AllowInput.SetStoredValue(Boolean.Parse(isAllowInput)) '*** Account Type *** Dim accTypeInt As I

Hi, I didn't see anything in the Install/Config guide or in the Onestream Community search, so I figured I'd just ask.Is there documentation regarding installing a self-hosted OneStream setup into a cloud environment?Particularly regarding the registration/addition of new server instances (consolidation,staging, web, etc) into the config files:-- Web Server Configuration file\Application Servers-- Application Server Configuration file\Server Sets Between server lifecycle events and lambdas calls, I'm sure something can be hacked together, but just thought I'd confirm what is/isn't available. Thanks!

Hi All, I am trying to add two UD2 dimension members in the Cube view member filter and obviously , its not allowing me to enter them. I went through the approach of creating a dimension in UD8 and then copying all the data from the UD2 dimension to UD8 dimension in order to show the two columns. However, it is not working for me. I used the following code in dynamic calc formula for UD8: B2C_PGC_Provider so that I can reference it to UD2 ( all member dimensions and included data):  Dim U2Filter As List(Of Member)=api.Members.GetBaseMembers(api.Pov.UD2Dim.DimPk, api.Members.GetMemberId(dimtype.UD2.Id, "Programs_Provider")) For Each memberObj In U2FilterBRApi.ErrorLog.LogMessage(si, memberObj.Name)Next. Please let me know what is wrong and how this can be resolved.

Hi, We have a user that is getting the error below while trying to refresh an excel file using Smartview.  I've had a look at the file, and it's nothing special. Just a few XFgetCell formulas, and it runs fine for me. Error: Index was out of range. Must be non-negative and less than the size of the collecion. Parameter name: index.   Any ideas folks?

Are there any steps that need to be taken for YE close in OneStream. Balances rollover P&L to R.E. and Opening balances for BS accounts. Do we just run a 2024 force consolidation? Any recommendations?

Hello, I am trying to pull data into OneStream from Snowflake using REST Api. Does anyone know how the entire process works and worked on it before .If anyone one can give a heads-up on this it would be of great help ,I have been going through few documents but not able to understand it up to the mark .If anyone has a business rule that I can use as reference and build my BR that is greatly appreciated.

Dear Community , Is it possible to use a business rule to download a file from the file explorer to the local system? Thank You

Hi all, I'm looking for a way to skip a dimension parent level in a Tree expansion while still maintaining a tree style view.  Does anyone know if this is possible? Alternatively, does anyone know of a way to declare an expansion MyHierarchy.Tree and include a .Where or .Remove clause?  I can't seem to get this to work for me so I wonder if it's just not possible using the "Tree" method. Example: Default Expansion based on .Tree expansion Parent 1     Child 2        Child 3            Base MemberDesired View (skip the Child3 parent):Parent 1      Child 2            Base Member

Hi,  Anyone has any idea how I can setup security to limit the users from seeing other entities but at the same time not impacting IC partner for IC Matching Report? The cube views are setup for all entities. When doing it via entity dimension - setting read access and read and write access, IC Matching report is affected as when performing intercompany, the user can't see their IC partner.

For example,  when a user creates a journal and wants to attach some evidence.  Is it possible to stop them from uploading a 40 gb video file or something equally silly?  

When loading a YTD feed for an entity, if that entity is terminated mid-year (possibly moved to a new entity due entity structure changes) the imputed periodic value translates at the current period FX rate causing there to be a residual USD value remaining in the first period where no balances exist.  This issue is discussed on page 77 of the Foundations book, however the explanation on that page seems to indicate that this is mathematically correct, and therefore seems to infer that it is therefore a correct accounting presentation.Has anyone found any combination of scenario, workflow, or cube settings that has prevented this from happening, or have you used a business rule or some other process to remove these values from periods where no activity or balances should appear?

Hi, This is most likely basic but I cannot find a reference for this.  I want to show the time Quarter in a cube view, but the name should be the last month of the quarter instead of Q1. Should be March 2023. May I know how to do this? Thank you in advance.