OneStream Platform Forums

Hello all, It's unclear to me if upgrading the platform to v9.0.4 will impact the continued use of OFC PV 8.4 SV112. Does anyone have any insight if OFC needs to be upgraded to PV9.0.0 SV201 if the platform if upgraded to v.9.0.4?Thank you! 

Hellou! Can we configure a single Quick View to show different languages (Spanish, English, and Portuguese) in Excel? I'm looking for a way to switch the aliases or member descriptions dynamically. Thanks in advance

Hello,I have Product and Customer allocations that I would like to be ran on the process step of the Workflow.The weird challenge that I am running into is that when I run each step of the sequence on its own, the allocations are executing as expected. When I run all of the allocations with one sequence/in the Workflow, my allocations are producing errant results. (E.g. my allocated-in amount in is only a small fraction of my allocated-out amount.)Is there a property I am missing on a sequence or workflow that may cause problems if not handled appropriately? I am calling the sequence with a No Calculate in the WF, which executes a handful of Finance BR Calcs.

Hi,I have 12 separate schedule tasks that is set to run monthly on calendar days 1-15. It runs every 2 hours starting from 12AM. (Next is 2AM, 4AM, and so on)I am encountering inconsistent issues with 6PM and 12AM where it does not kick off at all on random days. I've checked the configurations and can confirm it is set up right. Any idea what's causing the inconsistent failure to run? I'm in central time if that helps.

Please share your practical advice to help us meet the new Integration requirements.- I couldn't find a OneStream KB/post nor a good result from free Gemini.- We're using SAAS on v9.0 to move to v10 upon its upcoming release.Thank you folks for sharing your expertise.

I have a client who is trying to save an offline version of some of their excel reports in order to share them with their auditors.First they open the spreadsheet, refresh the workbook, then select the "Save Offline Copy" feature from the OneStream ribbon bar.Second, they close the original spreadsheet, then attempt to open the "offline" version.  What appears is a series of #VALUE! where there should have been offline data.Has anyone else out there encountered this?  Is it a known bug?  Is there any type of work-around?  The client does not want to use excel's copy-paste value feature because there are excel (non-OneStream) formulas such as "SUM" that they want to preserve.Any ideas, suggestions, or information would be much appreciated.Thank you,

There was no Jan close, so we want to divide Feb actuals by 2 to get a Jan actuals load.  The loads are SQL from HFM and Database Whse, so it isn't done with a flat file csv.  When I looked at the Feb Import that are 1214 lines.  How can we take that Feb import, divide by 2, and import in Jan Actuals?  First thought was to create a QuickView then upload back into OneStream.  Also looked at a copy Business Rule but calculations are needed for the data.  Any ideas/thoughts?

Hi all, I am using the Business Rule to perform the user access provisioning using BRApi for security management. And used this BR in DAM job, added the DM to a task scheduler job to run it. All are working fine, but in the DASHBOARD -->NAVIGATION CENTER--> SECURITY AUDIT REPORTS --> USER CHANGE AUDIT. I cannot see the change line appearing in this report, executed by task scheduled for the DM (run by Business Rule.). Is there a way to enable the time in this report. apart from this i see the audit data and time in TOTAL USERS, USER LIST reports. --------------------------------------------------------another important point i noted was ,those new user whoever i provisioned through the BR are uanable to authenticate. but when i make a small change like space or some modification in the user parameter save it. then undo the change and save it. they are able to authenticate the applciation.      

Bi-viewer appears to be limited on font size and type in version 8.5. So, what I've done is created anpng file through paint and chose the Load option in my Title in my bi-viewer to work around the original legend that is too small. What this allows me to do is have the font whatever size I want and I can make my legend line up with my bar chart. Looks beautiful on the client, but as always, the browser requires something "special". Is there anyway that I can use this thought pattern to make it appear on the browser. The Load function only looks at my cdrive which will not work on the browser. I tried uploading it to Data Explorer to get it on Onestream and then using that url in my image, then attaching my image to the same dashboard where my bi-viewer runs but it doesn't embed it into my chart so browser doesn't like that either. Regardkess if what I try, I just get the picture icon where my Title should be. Any ideas? ....even if it's something I've not mentioned here? Thanks ahead

hello Team, good day; we have 4 alternate hierarchies for Entity dimension, the Application is for Consolidation, BS & IC, having the Balance sheet accounts balancing the amounts, the main hierarcy is balanced (means 0 asset, liability & equity), for all the rest aer unbalanced and the reazon could be the elimination accounts because these are not summing properly to 1st and 2nd level, (main parent and ancestor). the consolidation rule is custom and runing, maybe the conso properties are bad. Does anyone knows how to solve the unbalancing for all the Entity hierarchies? thakns in advance and Kind Regards

Hi, I am trying to reference a file location using an xfbr string in a image component.When the image component is configured like this:File Source Type - Workspace FileUrl or Full File Name - <FileName.png>This works to reference the other workspace.However when I use an XFBR String Service to return the exact same <FileName.png> it does nothing.I have also tried <Workspace.FileName.png> & <Workspace.MaintenanceUnit.FileName.png> without luck. The idea is to conditionally return different image files. 

Hi there,I am trying to extract a component using XFProj.  I worked with that in the past.... it seems there is a bug on 7.4.2 as the below code works in v5 but not in v7.4. <xfProject topFolderPath="XFProjMenu" defaultZipFileName="Menu.Zip"> <projectItems> <projectItem projectItemType="DashboardComponent" folderPath="" name="cpTest" includeDescendants="true"/> </projectItems> </xfProject>   The documentation does not mention anything about the workspaces.Can you guys test on your side on provide a feedback?Thanks  

Hello OneStream experts: Thank all of you for the dedicate helps. I build onestream quick view using excel. It seems all the functions in my quick view is working except the consolidate button is always greyed out not matter how I change my POV. I would like to use my quick view to consolidate data to the parent entities. But I can only do calculate and Translate, not Consolidate with quick view in Excel.  I would really appreciate that someone may tell me how to do consolidate with my excel quick view. Thank you in advance.

We havre an issue running Onestream Addin with BPC and Hyperion addin at the same time.any solution on this issue?Thank you 

I have built a OS data adapter off of a cube view that has a parameter that prompts for entity.  I subsequently built PowerBI query to pull data via this data adapter.  I can get the PowerBI query to pull data if I hardcode the Entity parameter value in the Custom Subst Vars in PowerBI.  What I would like to do is replace hardcoding the Entity value with list prompt for the user.  That will let the user decide which entity they want to pull when they refresh the query.  Any ideas on how to create this functionality? #PowerBI  

Hi, this might be an easy one, but I haven't worked with Report components before. I have a Report component which is used in a dashboard. All working fine except that I would like the rows to be ordered based on the values on one of the columns. In the example below, I would like to order the rows based on the Lease Start Date. I have tried updating the data adapter that is assigned to the report, but the ordering of rows in the data adapter seems to be ignored by the Report, so that must be something in the Report overriding the rows order.Any suggestion is appreciated.

Hi, This time of year we have the common maintenance point regarding needing to update task scheduler start times to account for daylight savings. It is expected for the platform to not automatically update the task start times to account for daylight savings, thus, this becomes a maintenance point for those companies in states/countries that utilize daylight savings. Until this feature perhaps one day becomes available in the platform, we have a custom solution that will make the maintenance point of this easier for OS administrators. You can upload the two files attached in the zip file which will result in uploading an Extender business rule titled "Update_TaskScheduler_StartTimes" and a Data Management job called "Update Task Start Time Daylight Savings".To use the solution, navigate to the Data Mgmt page and look for the group titled "Task Scheduler Maintenance". Here you will find the Data Mgmt sequence and step you uploaded.Navigate to the DM step and utilize the Hour Adjustment

Hello,I have been getting the following error trying to load a form template in OneStreamI've checked the intersection and it matches the white input cells I am trying to load to. Is there any other reasons this error would appear?Thanks

Wondering if anyone else is seeing duplicated dimension IDs in some of the built-in Application Reports (the example below is based on the "Member Property Changes Audit Report")We're on V9.1 but have seen the same issue in 7 and 8 as well.The results do vary depending on which of the duplicated dimensions you select. If you've also seen this, has OneStream provided any explanation as to why this exists?  

Hi everyone,I’m currently building a OneStream application for a budgeting process and I’m facing a modeling challenge with account aggregation.The situation is the following:We have the same source account (for example 600000) across multiple entities. However, depending on the entity, the amount should roll up to different parent accounts in the reporting structure.Example:If Entity A loads Account 600000 = 1000, the amount should roll up to ParentA.If Entity B loads Account 600000 = 1000, the amount should roll up to ParentB.The key requirement is that I would like to keep only one account member (600000) in the Account dimension, without creating multiple target accounts such as 600000_A or 600000_B.Since the Account hierarchy in OneStream is static, I’m trying to understand what the best design approach would be to handle this type of entity-dependent aggregation.Has anyone implemented a similar requirement?What would be the recommended way to model this in OneStream while keeping

Hi All, i am new to OneStream, i tried creating BR for Security automation. below is my entire code in OS-BR. Imports SystemImports System.Collections.GenericImports System.DataImports System.Data.CommonImports System.GlobalizationImports System.IOImports System.LinqImports Microsoft.VisualBasicImports OneStream.Finance.DatabaseImports OneStream.Finance.EngineImports OneStream.Shared.CommonImports OneStream.Shared.DatabaseImports OneStream.Shared.EngineImports OneStream.Shared.WcfImports OneStream.Stage.DatabaseImports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Finance.BR_UserManagement    Public Class SecurityGroupHelper         Public Sub ShowQAGroups(ByVal si As SessionInfo, ByVal api As FinanceRulesApi)            Try                ' Get all security groups using the API passed to the function                Dim allGroups As Group

Hi All, PRM is used to assign access to the users (adding, removing, adding to groups etc) However, we need a different team to handle the security provision without having access to any other components in OneStream. It seems challenging to provide such group/user who can assign access without having Admin role. Does 6.6 version fix this with the Security updates available in 6.6 or the Provision manager again needs to have the Admin role? Or are there any APIs we can use to modify the users based on requests.

I am trying to get top N (top 10) customers by revenue account in my cubeview. For this i re-purposed the snippet finance code for List Ranked to this: Namespace OneStream.BusinessRule.Finance.Ranked_list Public Class MainClass     Public Function Main(        ByVal si As SessionInfo,        ByVal globals As BRGlobals,        ByVal api As FinanceRulesApi,        ByVal args As FinanceRulesArgs    ) As Object         Try            Select Case api.FunctionType                 Case FinanceFunctionType.MemberListHeaders                    Return New List(Of MemberListHeader) From {                        New MemberListHeader("Ranked")                 

I am trying to write a BR to update the Global Time within the OS application. I see API function to get globaltime (BRApi.Workflow.General.GetGlobalTime). However, I don't see one for setting/updating global time. Is there a API to update the Global Time? I even searched the tables in the Database to see if I can manually update the record within a table, but didn't come across the table that contains the Global Time.  Is there a way to update the Global time based on the system time? Thanks,  

I am testing out drill functionalities in Genesis and found this "Open in New Tab" being grey out.  I checked the cv in the page and am unable to find any config in this cv that relates to this.  How do I make this option active for use?  it will be really useful to see the drill results in another tab so that it can be view side by side with the original dashboard.