OneStream Platform Forums

Hi all,How do you handle preventing users from accidentally loading data via an excel XFSetCell or QV submission to O#Forms/O#BeforeAdj on a scenario that’s locked on the workflow in OS? I’ve submitted this via OS support and there’s an enhancement request for “Requesting option to prevent users from submitting data in Excel via XFsetcell or QuickView” but there’s no workaround that they can provide. Our FP&A users load all data via excel and they’re generally educated enough to know what dimensions to change, but sometimes the communication doesn’t go out timely enough from corporate FP&A to stop loading adjustments (though the scenario is locked promptly on the workflow) and so we run into this issue. Any thoughts or feedback would be welcomed! Thanks!

Originally posted by Stan AllanWe have a client that wants to develop and interface from Dynamics 365 F&O to provide the GL transaction data to OneStream. Is there an out of the box solution? Has this been done before? We have done D365 to ePBCS but it required an export to a data file from D365 that is a manual process. The client wants this process fully automated. Thanks 

Hello,Is there anyway to review the code behind a Method Query. In my example I am executing the "CertificationForWorkFlow" method query for many months and many scenarios, appending the resultant datatables and then performing a LINQ query to join the appended tables. After I am returning them to a grid object in a dashboard. Unfortunately I reach an upper limit when I ask for too many scenarios and quarters of time. Therefore I am interested in reviewing the code underlying the Method Query and modifying it in an effort to 1) not reinvent the wheel since the current Method Query returns to tables the data I want 2) see if a modifcation would perform better than looping through scenarios/time, appending the datatable records and then performing the join through LINQ. Thanks, Steve

Hey all,So we have built a data seedning between cubes for Predictive 1 2 3 and are using DataManagement data exports via Data mgmt export sequence to our input workflow profile.We have a hierarchy of maybe 100 member where we want to seed the parent member only (the total) excluding 5 accounts in oreder to make the transformation rules as friendly as possible. Are there any way in a member filter in the DM data export to exclude members from the hierarchy? I have tried .remove etc with no luck.Thanks in advance!

I have run into an issue with intercompany eliminations not performing as expected in a Periodic type scenario and believe I need to create a custom elimination rule to resolve, as suggested in the Design and Reference Guide. In the actual scenario (YTD), a balance sheet account is eliminating to the income statement without issue. In the planning scenario (Periodic), the balance sheet elimination amount appears in periods where the balance sheet account has no data. Below I've identified an excerpt from the design and reference guide referencing this type of issue. Can you assist with a sample code snippet for a custom elimination for this type of scenario?"If a Consolidation View is Periodic and no data is loaded to the IC accounts for a specific month, custom elimination rules are required in the FinanceFunctionType.ConsolidateElimination section of a business rule attached to the cube to calculate expected elimination results. This requires storaging the C#Share member, which impac

Is there any clear coverage for audit purposes over Marketplace solutions such as the Excel Add-In or Application Reports? I don't see it clearly covered in the SOC1 or SOC2 reports and our auditors are questioning how we know the interfaces and reports are complete and accurate, etc.

I have some power Excel users that want to dig deep into automation within Excel and are asking for any documentation there might be.  Anybody know of anything other than what you can see in the Addin itself?  Is there a full list of all the calls that are available? 

Hi I'm looking to get the year from a time parameter to use in a cube view header. Is it possible to use the XFMemberProperty rule if possible?I've tried :Name(XFMemberProperty(DimType=Time, Member=|!TimeParameter!|, Property=Year)) but the system doesn't like it.Note, the following works to get the time description, but I'm looking to just get the year i.e. 2023XFMemberProperty(DimType=Time, Member=|!TimeParameter!|, Property=Description)Thanks,Mark

Hi Team, I am getting an error message while clicking the open icon under spreadsheet option, could somebody help on the below.

Hi all. So I have a book set up that creates an excel workbook based on a loop of entities. It works absolutely fine, however, the book is 300 worksheets or so. Therefore its pretty handy to have an Index page. Is there anyway to splice a worksheet not generated from the CV into this export? Also, books seem to forego the handy auto freeze pane on headers that excel exports do on execution. Does anyone have a BR that will do this?Thanks in advance! Tom

Dear community, We encountered an issue with clients' display screens in OneStream.  In the cube view formatting, we use the font family Geomanist Regular, and we have defined the text for certain rows as bold or italic. When we run the cube views, the formatting is correct on the consultants' view, but the clients do not see the differences between bold vs. non-bold or italic vs. non-italic text. The text font appears to be different as well. Please see the screenshot below for references. Consultant's displayClient's display Currently, all project team members (consultants and clients) have administrator rights, and we do not have any other culture setting in the application. Can anyone suggest what we can check to resolve this?If there are any similar experiences, kindly share them with us. Thanks in advance!   

When viewing the results of a cube view and using the Export to Excel button, the filename generated replaces spaces with "+" and adds "_Export" and the sheet/tab name of the file appears to be the cube view name. Is there a way to define these while still using the Export to Excel button? Perhaps a business rule attached in the cube view that defines them? 

Hi,I am running a BR extender that starts a DM sequence with many steps. I can not find a way to update the %Completion. Those steps are all running a BR.Anyone knows how to do that?Thanks 

I have Delimited list parameter for scale in Cube views, when added the Cube views to Books and given the value to parameter using change parameters option but it's still prompting for it when I ran the book. Any suggestions, without updating the Cube views and get with Books only.  

We are trying to pull WD HR data into OneStream.  At this point, we are just trying to prove we can do it.  I'm trying to setup a data adapter to pull the data using an SIC Direct Connection, but I don't know how to start with the data connector.  What type of data connector?  How do I tell the da to grab the data from the SIC?  Searching the OneStream documentation for these yields nothing and the Foundation Guidebook doesn't speak to the particulars either.0 Kudos Reply  

Client has a requirement to manage percent ownership data on a monthly basis and also use Organization by period. They would like to use a form for that. Is there a way to take the data from the form to Percent ownership type property so that we can still maintain the Org by period.

Hi, we received the following error message in OneStream on some of our scheduled data management tasks; these tasks load workflows by pulling data from an Azure system."Summary: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.Operation cancelled by user. (SQL Error Number -2146232060, -2, 0). The wait operation timed out"My understanding is that the this indicates that OneStream cancelled the operation (and failed the task) as Azure took too long to respond. How would I go about preventing this issue for the future? 

Hi there. I am new to the community but am wondering if any of the users are using Workday as the general ledger / ERP and Onestream for Reporting, etc. Posted by Andrea at Ensign Services Migrated from ONECommunity

Are there any standard integrations or connectors for OneStream and CyberArk?CyberArk is a tool that stores credentials and logs/records user sessions when performing ad hoc maintenance, patch installations, bug fixes, configuration changes, etc., that require elevated administrative access.We would like to use this tool for OneStream when promoting changes into our production environment, and our IT organization is wondering if there are standard connectors between CyberArk and OneStream. 

Hi , wonder if someone can help me, I have a dynamic account % = Dynamic calc Return api.Data.GetDataCell("Divide((A#Account ), (A#Account2 * 1060))") which works great in the CV , but in the graph it does not bring the calculation correctly, BI pulls the "average" of the YTD of the CV (orange cell)value I am looking for is the YTD calc.  should be %75.1 it does work if I bring the Time in the filter for the YTD graphs,   my CV is bringing T#WFTime, so the filter wont work as dynamic dashboard. Same issue with QTD, amounts in the CV in yellow are the correct values, BI Viewer is has the average of the yearif I hard key the WFTime it will only display one QTRI think my problem in the value, what condition rule do I need to have? the closest to actuals is average, but is not correctHopefully is something simple, I just cannot figure it out. thank youLC      

Hi, looking for experience and OS counterparts for support to automate ( plugging it directly in OneStream from source) FX Data Feed. Concern currency is USD.Which source are used - OANDA, Eurpean central bank or other sources? How does this work to get actual closing Rate, YTD Rate and for information purpose monthly average rate in the system?Actually we are loading every month from ECB into csv, working in excel - convert from Euro into USD for each currency, closing, YTD and average and than loading - set cells - into OneStream.Thank youAngelika 

I am setting up a Workflow with a SQL connector data source. I need to be able select a range of periods (start and end period) within the SQL query to extract the balances for multiple periods and load the same to OS cube. Users should have a provision to select the start and end periods and the SQL query should run dynamically based on those periods. Workflow should be executed to import and load the data to the multi periods selected at one time (not needing to run one by one period).I am new to OS. Appreciate suggestions and recommendations to implement this requirement in OS.   

HiWe have a requirement where users need access to all entities in the organisation but only for a specific set of accounts.Currently we have a simple security model where users are restricted by Entity. I was hoping that I could create a Cell Data Access Security rule that will give them access to entities outside of their group for the specific set of accounts, but it feels as though the Entity access overrules the Cell Data Access Security?To be clear I have Group A and Group B, restrictions  defined below.Group A :- Full access to all Group A Entities- Additional access to Group B Entities (for specific set of accounts) Group B :- Full access to all Group B Entities- Additional access to Group A Entities (for specific set of accounts) 1. Is it possible to grant access as I have described and am I just doing something wrong?2. If the approach I am taking isn't the correct one, what is the best way to implement this kind of logic? Thanks,Mark

I have a report that has a specific formatting request. The report uses two Member Expansions in the columns. The client requests that the 1st member expansion have no formatting, but the 2nd member expansion be in bold. Is it possible to apply different formatting to each member expansion? E.g Member expansion 1 is U1#Top. Member expansion 2 is the S#Actual. Client requests U1#Top be in plain text, while S#Actual be in bold.   Thank you

I set the cubeview date to the prior year from the current month input.  I can't get the report title date to show the prior year date, it actually shows the user cubeview date June 2021.  My user input date is 2023M1, and report date is 2022M1 based on the formula T#YearPrior1(|!Param_Time_Select!|)Period(|!Param_Time_Select!|) in the Column formula.  If I put |CVTimeDesc| in the title setting I get June 2021.  How do I get the prior year to show of Jan 2022?