OneStream Platform Forums

Whenever I try to load Cube View in the excel , it fails and shows blank when followed the below steps1) Open Excel2) Login to One Stream and create new CV connection3) Add any CV from OS app which has input enabled cells4) Save the file to your local desktop5) Input any data in the input enabled cells and click Submit SheetWhenever I click submit sheet , it shows blank excel and the CV gets wiped out. Am using 7.0.1 OS versionPlease let me know if anyone else faces the same issue or if there is any solution available.

I'm having trouble setting up local OneStream Server in my system.  

When end users utilize the excel add in functionality, they are only able to calculate 1 year at a time using the calculate button.  Is there a solution to allow users to calculate all (multiple) years shown on the cube view with a click of 1 button in the excel add in?

Hi all,We are successfully uploading budget information in an excel template. This is a matrix load containing 12 periods of data. For each line the user can upload a textvalue. This is also working. However, the comment is uploaded to each month. However, if there is no data for a particular month (which can happen) the comments are aggregated. For example: I have data in 2024M4 and 2024M12 for the budget. It is a periodic budget. Now I have the comment 4 times in 2024M4 and 8 times in 2024M12. Is there a way in a matrix excel upload to upload the textvalue only for the last period?What else could I do to overcome this issue?With kind regards,Tim

Hi,I've created a tree view component using a business rule which works as expected. The part I'm struggling with is to make it so that it automatically scrolls to the selected tree view item when the dashboard opens like it does when selecting a new workflow view. Does anybody know how to do this?

We have deleted certain transformation rule under 1:1 and while deleting, my other colleague was also updating the same transformation rule group.All those rule are showing up in the validate step as an error even though they are deleted.Error - > "Unmapped items" and then ask me to assign even though they don't exist. How can i get rid of them ?  ( have tried extracting trx , in the extract file, it doesn't show up)

Copy pasting multiple rows / columns seems to auto transpose the values (turns rows into columns, and columns into rows). This is frustrating for end users who are trying to use the cube views to input their values.  Is there a fix for this?

When using cube views to input values, it seems that we are unable to copy paste % values. We must convert it to numerical values and only then does OS allow paste into the % input cells.  Is there a fix for this?

Hi all, I've col A and col B.I want to show a dynamically calculated col C which should be based on below logic: If col A has no data then display col B Else display col A Please suggest the best options to achieve this. Can it be handled in cube views or requires dynamic calc member formula. Thanks in advance

I'm currently cleaning up the CubeViews available in the system that has been created over the years and not maintained.I noticed that templates do not "run" when a CubeView report is generated, so this might confuse a user to believe that the CubeView used as a template is not actively being used. However, when deleting a CubeView assigned as a template, I will get notified that I can't delete it as it is being used by another CubeView.I would like to know if there are any other dependencies I should consider when deleting a CubeView. Eg: is it used elsewhere in the system like a rule, workflow, etc, so that I can avoid breaking any existing processes.

Kinda of a silly question  I was building a cubeview and was trying to adjust the expansion on the layout.  It was set to default view, which got me to wondering where are these default selections set.  I first looked through the documentation, then remembered this is OneStream and this wouldn't be in any documentation.    I know we can set all this up in templates but are these defaults stored someplace else that we can set them?   Oh and I am not talking about the ones in the Application Properties.

Hi there, I am new to OneStream and would like to know is there any functionality to achieve below report output. I have two sections in my reports, the first section would be a header displaying what is the account used, and the second section would be the account breakdown by cost centres (e.g., Cost Centre A, B, C).  I would like to have report layout in column B as shown in below mock-up. I tried using the :Name(|MFUD1Desc|), but it does not work as expected. Any assistance would be appreciated. Thank you. Jacky

Hi all, I am currently working on the transformation rules for my client. Because of our client needs, I would need to duplicate the data from one source account into two OS target accounts (same functionality as Logic Groups in FDM).  Is there a similar functionality in OS? Thank you 

Hi Experts, We are working on create a button in Excel for end users to trigger DM job or Consolidation. Idea here is to have more than one consolidation with different POVs and don't want to rely on the users to get the POVs/data units selected. We would like to do this with a DM job with a passing parameter or through a direct call defining the POV. Per OneStream Support Team, this is a custom solution and can be done using REST API. We are currently on version 7.4.2 and recommendation is to upgrade to V8. Wanted to check in the forum if anyone has implemented this solution and share your thoughts. Thank you in advance and appreciate your assistance on this. P.S. We don't want to use the built-in consolidation feature that comes with Excel Add-in.

I would truly appreciate any help you can provide in eliminating the blank rows in this pdf version below. These blank rows appear after my header, after all the current asset accounts, and again after total assets. Thank you. 

Hi all, I am building a dashboard that will be used by the Statutory Reporting team with 4 high level Group Balance Sheet checks (including BS = $0.00, IC = $0.00 etc etc). The users want to see a snapshot of the checks on the main dashboard . I have created these (Screenshot 1 with placeholders in there) using Cards in BI viewer and leveraging off the Cube View MD data adapter. They also want to be able to drill into the card to bring up the cube view to further review any balances. I was hoping the Card could be used as a button to open the cube view, but I can't seem to find a way to do that. Is it possible? If not, what are the best options to show checks like below with one specific number so that it shows as button?My second query, is in relation to showing the filtering the data in the BI viewer. The cards above link to a cube view which has rows as E#TotGroup.base and columns as C#Local,AUD,EUR,USD,NZD. The card itself only needs to show E#TotGroup and C#Local. How ca

Dear CommunityI have requirement to pull all the prior months including the current month for my report. Currently I am using this(T#POV.AllPriorInYear)  function which gives me the only prior to the current month but not current month, and I need both the prior months along with current months to display in report. Any solution to this will be very helpful and appreciated. 

Why doesn’t the report list the by month activity for entities 44, 87, & 55 from Feb to Sep? It does so for #77. YTD ties because Sept is the catchup month.Parent Entity 56 (Children Entities: 44, 55, 77, & 87) Child Entity #77 Only Child Entity #44

Hello there,As the title implicates, I am trying to cancel the current running workflow task through a Business Rule (Transformation EventHandler). My workflow is the ETL process (Import, Validate, Load), I wrote an event handler to catch all rejects from 'Transformation' and 'Validation' steps then updates the Transformation Rules to ByPass these rejects.My problem is the following: - After positioning myself on the event: BREventOperationType.Transformation.ValIntersect.FinalizeValidateIntersect, I execute a code that catches the validation rejects & updates the transformation rules accordingly. However, when I 'Revalidate/ReTransform' I get an error saying [ Workflow Unit already has a running task [ValidateTransformation - WP#TestWF.Import:S#Actual:T#2022M10], cannot start task [ValidateIntersections - WP#TestWF.Import:S#Actual:T#2022M10] until current task completes.]Is it possible to modify a task's status to 'Completed' so I can relaunch the validation a secon

Hi, We are using an application called Certent Disclosure Management (CDM) as part of our consolidation and close process for external reporting. For this we have built links between CDM and cube views to extract data. My question is, is it also possible to link to a spreadsheet held somewhere in the application? We have EUC's that have to be sent to CDM which contain data not available in OneStream. For this we use a SFTP 'pipe'. I was wondering whether if we held the files in OneStream would it be possible to transfer that data to CDM in much the same way as we do with data in Cube Views? The answer is probably 'no', but I just wanted to ask the question. Thanks

How can I Certify even though one of the Import steps are not started? It's an Import, Validate and Load process.   

Hi Is there a function or table that I can look into to get the info about when and who Confirmed and Certified Workflows?Thank youPM

Hi All,  We have 100's of Cube Views that have been created, and we're looking for a way to efficiently delete many of them. Is there a method to delete multiple cube views simultaneously through BR or any other simple approach? Thank you and appreciate your help.  Regards Sri

When a data attachment is added to a cell, the cell is marked with a red triangle indicating the existence of the attachment. This does not appear to show up in excel when the form is connected to Cubeview Connection. The only way to know whether there is a data attachment seems to be right clicking the cell to drill into the attachment. Is there any way to get an attachment indication to show up in excel?

Hi Team.We have a dashboard filled with cube views and also labels inside it where we are retrieving some values fromthe SQL table. Is there any option to get a printout in pdf format of the dashboard using extender rules ?