OneStream Platform Forums

Our team submits topside entries in OneStream using the Adj channel. Upon a journal reaching "Submitted" status, I want our application to send an email notification to the approver that the journal is ready for review. We already have email notifications up and running for our application. I would like to have the email distributed based on a security group we have, CorpAdjApprover. Any ideas on how I can set this up? Would it go through an Event Handler business rule? Thanks in advance.

Hello Experts, I am wondering if any one has worked on requirement where 2 entities need to be translated at 2 different rates for Budget scenario. I know how we can translate entire scenario by historical rate. I am not sure having entity filters will work in this case or I should be looking at different approach?Thanks,MP

Hello,Something a little different here. Below is an OS Dashboard. The client is leveraging SmartLinks to navigate specified users here (via Email). Upon selecting the link, the user is navigated here on the browser.The first red box indicates the Project to select. SmartLinks allows this to be prepopulated so the dashboard is defaulted with the correct information upon arrival.Everything is working as expected besides the pesky SQL table editor component. Web View:It is important to note that the SQL Table Editor component is populated via Dashboard Extender rule, which is executed when the Project is selected. In this case, the project is already selected, but I cant seem to get the extender rule to execute upon arrival to the dashboard. Any ideas? I want to believe this is less with the new SmartLinks feature and more with standard OS logic.

I would like to create the Report that runs to multiple Entities and my table of content would be list of Entity.I would like to make use of report designer component which is in OneStream .Can someone please help me understand how to do that 

Hi everyoneWe want to do a sign flip on an account to be applicable from a certain period. The sign flip must therefore not have an affect on historic periods. The requirement is as follows:Perform a sign flip on an account data coming from a source system using a transformation rule complex expression where the month period is > 202412.We would appreciate suggestion from anyone who has performed something similar in the past. ThanksJohan

Hi, Does anyone have an example where multiple dbwheres on the same column are executed?The syntax seems to support AND/OR, but I can't seem to get it working.  I have the following dbWheres (without the AND/OR part): Dim dbWhereEntity As New DbWhere("Entity", dboperator.In, entityFilter) Dim dbWhereResignationDate As New DbWhere("TermDate", dboperator.IsGreaterThan, dateEndOfMonth) Dim dbWhereResignationDate2 As New DbWhere("TermDate", dboperator.IsEqualTo, Nothing) Individually, the ResignationDate dbwheres seem to work. The SQL statement needs to look something like this: SELECT * FROM MyTable WHERE (TermDate > @DateEndOfMonth OR TermDate IS NULL) AND Entity = 'MyEntity'; (I know I could build a SQL statement and execute that as a work-around, but I'm just curious how this works) Any help is appreciated, thanks!

Hello Team, By using following entity filter "E#Root.WFProfileEntities" we can pull the children's of workflow parent entity in Cube view & Quick view. How can i pull workflow parent entity in CV and QV. Can you please help us to provide the solution.

I was wondering if it's possible to include Gross Profit as a column in a bar graph in BI Viewer. Specifically, I want to calculate Gross Profit as the total Revenue minus Expense accounts and display it as a separate bar in the chart.I've tried using Calculated Fields, but I haven't been able to get the total to appear correctly in the visualization.Has anyone successfully done this in BI Viewer, and if so, what approach did you use? Any help would be greatly appreciated!

Hi All,I am trying to create a dashboard to extract the data for the given point of intersection basically I have given all the dimension parameter for the user to select and click on the button download that runs the DataManagement job and will extract the data for the selected POV .I am able to achieve the above requirement just like an enhancement I want to also get the data of the user details who has loaded data into those point of intersection.Can some one help me with the lead how can I achieve the above user details that would be really great.Thank You  

Just a heads-up for anyone using the REST API - this may save you some head-scratching!GetAdoDataSetForAdapter (5.2.0/Synchronous) and non-Default WorkspacesThere appears to be a problem with running GetAdoDataSetForAdapter if your DataAdapter is not in the Default Workspace. The Data Adapter returns an HTTP/200 in PostMan BUT the Response Body is null.It appears that the WorkspaceName parameter in the RequestBody has not yet been implemented in the RESTAPI.The RESTAPI documentation still referes to this parameter as being "reserved for future use" (but I assumed that this was a documetation bug as non-Default Workspaces have been out for a while in 7.4/8)API Version 7.2.0 and WorkspacesIn the Asynchronous APIs (7.2.0), there seems to be no way to specify the Workspace when you are generating the Application Session Token (SI), so you get the same problem with Data Adapters not in the Default Workspace.I proved this by moving my Data Adapters to the Default Workspace at which poin

I need to make some changes to the UD3 dimension hierarchy member names and was wondering if there is a way I can do a mass update.  For example, the coding used for UD3 name  OLD_XXX will need to change to NEW_XXX.  There’s ~266 members I need to update and many more to come.  Can you please advise if there is an easy way to make this change?  Thanks!

I am receiving this error when writing a business rule, any idea on how I can remove this error? Here is the portion of the business rule where I am using 'si': Dim objXFResult As XFResult = BRApi.Finance.Data.SetDataCellsUsingUsingCsvFile(si, filePath, delimiter, originFilter, targetOriginMember, loadZeros)  

Hi all,I'm building a Report Component from scratch, but I'm not able to put the Application's Logo (defined in Application Properties / Logo File) in its header.I can add an Image control, but I must fill it with a file (or URL), looks like I cannot bind the control to the Application's logo (and IMHO this would be really helpful)I also tried to look at Report's Scripts, I see a lot of events, but I cannot find documentation to use them (maybe there's something I can do through them, to grab image from Application Properties, injecting it into the component)Just wondering if there's something I could do... Any help would be really appreciated

I have several excel reports that use macros for sorting the data rows. The macros work when I am in excel and run after I refresh OneStream, however, when running the report in a book and generating to PDF the sorting macros are not running correctly. We have found that different preference settings within the excel add-in help with getting the macro to run in Excel, but I haven't been able to figure out why it's not working in the book. Any help or ideas appreciated!

Can I extract multiple Cube Views using parameter selection in one go using a Data Management job? 

Hello Everyone,I was wondering if anyone has experienced and resolved the issue I am finding. I am working on an excel workbook that has tabs corresponding to each workflow step consisting of various forms.  These forms have parameter requirements. The request is to have the parameter dropdowns on each excel tab. The issue I am having is some of these form tabs have the same parameters. I am met with the popup, this parameter already exists when trying to introduce it a second time on a different tab.  I know you can set one parameter to work across the entire workbook however that is not what my client wants.  The only way around this that I have found so far is to make multiple copies of parameters within the Application however I would rather not have multiple parameters that are the exact same. The other option is to have a separate excel workbook for each Workflow task.I find even setting the parameter to be used across the entire workbook to be a bit clunky.Thanks

Does anyone know how to add another row or column level dimension to an existing QuickView? The rebuild button in the Panel doesn't seem to be activating or changing anything. Can you please show me how to do it properly? Also doesn anyone recommend any beginner video tutorials, there doesn't seem to be much online.

Dear colleagues, Please advise do you have experience with automation of exchange rates calculation. We need to pick up daily rates for different currencies from different source websites, calculate monthly average rates and end of reporting period rates and upload them to the correct time period in OneStream.  Where can I find guidance to solve this task?

Hi Team, I just want to create a report, in that report user can review like (which user has certified the respective entity in the workflow with date and time). i could not able to find in which application database table certification status details will store. can you please help us with the table name. so that we can write method query to fetch the data.

Dear all, Could you please advise is it possible to generate and send direct link to certain cube view to recipient according to which he can open cube view (so that he doesn't have to search for a folder and cube view in this folder in OneStream)?  

Hi OS Community, I’m revisiting our key reporting dashboards and wanted to check if there have been any updates to the tabbed layout functionality. Since our dashboards pull large datasets from BIBlend tables, we’ve used button components as tabs to avoid long load times caused by the tabbed layout preloading all content at once. Has there been any change that allows us to restrict data loading when opening a dashboard, or is our current approach still the best practice? Thanks!

We are using the multiselect tool to gather certain entities for reporting, which will show up in rows in a cube view. We're returning to the cube view the values from the multiselect via an XFBR. When the user chooses the entities, we can't get the resulting members in rows to show as description, only as member name. Anyone know how to return the description in a cube view/report? 

Is there a way to extract a table with the processed information in tables that resulted from a rolling forecast?

I wanted to know if there is a way to automatize the process of import of data so that a user does not have to do it, as the client wants it to be done 2 times a day without a person being involved

We have a chart in which data will be at 0 for most of the year.  Is there a way to tell the chart not to print the remainder of the line if it is 0?  We tried to set up a member to return Nothing if the data = 0.  It looks like the chart is interpreting Nothing as 0.  Is there a way Ii can say if a cell is 0, set it to NoData.  And would that make the chart stop showing the lines on 0?As we move through the year the actual number will get bigger and the drop to 0 for the remaining months will look even worse.Thank you,Scott