OneStream Platform Forums

Due to the complexity of the company structure, we have defined a calendar to release the multiple metadata changes requested by the business which span 1 week or more, during this time multiple changes occurs even in the same member so once we finish, the Metadata XML is extracted from the system. We observed that the changes applied on the same member are not applied in the same order that was executed ending with an incorrect result over the member affected, example:# User action (manual)April 1st : Adding Member AApril 2nd: Deleting Member AApril 3rd : Adding Member A Result Expected from XML: Add ADelete AAdd A Final Result Expected: ‘A’ stays----What XML really generates:Add AAdd ADelete A Result : ‘A’ will get added and then deletedSo our requirement is that XML extracted from the Metadata follows the real sequence executed by the user.

Would anyone be able to share their change management process for OneStream administrative changes and how it's documented (i.e. are you using a MarketPlace solution or tool outside the system)? We just went live in OneStream a few months ago and I'm looking for a more formalized way to document change requests, change implementation, and post implementation review to show the approval process. This would be for any administrative changes in OneStream, Metadata, Cube view, Business Rule, etc. Application Control Manager seems like more than what we need and Help Desk doesn't have a reporting flow built in which has me considering a tool outside the system. Just looking to understand what others are doing for this. Thanks!

Hi there,I'm seeking assistance with a specific requirement. I need a business rule to operate as follows: upon initial execution, it should function normally. However, if a user attempts to run it again, there should be a designated wait time before the next execution.For instance, if I initiate the business rule at 16:00, it should not be possible to trigger it again until 19:00, ensuring a 3-hour interval.To implement this, I intend to leverage the Task Activity Log Start Time. I'm using OS 6.3Any guidance on achieving this would be greatly appreciated.

Hi All,  For a client i've created a SQL script that generates a datatable that i want to save to a .csv file. This works as expected via        BRApi.Utilities.SaveFileBytesToUserTempFolder(si, si.UserName, sFileName, fileBytes)       From this location i can present the file to the user from the dashboard button that is generating the export. However, this file is big and the user settings (of some users) change the number formatting of the export. Therefore i want to export the file directly to the shared folder (which is easy for the user to access from the front end:   I've tried all options within brapi.FileSystem but cannot find the proper syntax to save this file directly. The 'issue' is currently solved by storing this file in the user temp folder, then copying it over to the shared folder (via another article on this forum) but that touches the file twice so preferably i want to save the file directly from the fileBytes (that is a

I've created a cubeview that is no longer working.  My co-worker is able to run the cubeview without and error.  I get the below error when I run the cubeview. How to I fix this.  Thanks Candice

Hi Everyone, I am creating an input form in CV and needs to pull IC entities which the entities are in use and have a specific name in Text 1. When I tried to use I#ICEntities.base, I got all entities including the ones that are no longer in use. When I tried to use I#ICEntities.base.Where((InUse = True) and (Text1 = SalesEntity)), no entity found for the query. Please let me know how to make this work.  Thanks!

I have a cube view that I have a spacer columns in. I would like to keep these columns but need their width narrowed when I export it the CV to a report.Here is what it currently looks like when I run the cube view:The spacers here are perfect.But here is what it looks like when I export to a report:The spacers revert back to full width. Is there a way to get them not to do this? Additionally, is there a way to get rid of the dashes in the title rows? It is set to an intersection that will never have data so I could have a clean title row in the CV, but shows the dashes like this when I export it as a report. Really looking for how best I can control/adjust the formatting of any CV I generate into a report. TIA!

I am copying a scenario to scenario to rename it as the latest one, we are trying to delete the copied numbers to do the copy over again, but the copied numbers are not deleting and the numbers resides only at parent level, ran consolidation as well but numbers not deleting and it seems like some ghost data, need help on this on how to delete those numbers.The copy over was done using Data Management job.OSAdmin - Attached some screenshots for reference.

I'm making updates to some BRs that predate any of the current employees and when validating the rules I get warnings that I'd like to resolve. Specifically, these: 'Public Shared Overloads Function CreateSubstVarSourceInfo(dbConnFW As DbConnInfo, dbConnAppOrFW As DbConnInfo) As SubstVarSourceInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. 'Public Overloads Function GetBusinessRules(si As SessionInfo, brType As BusinessRuleType) As List(Of BusinessRuleSummaryInfo)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. Public Overloads Sub DeleteBusinessRule(si As SessionInfo, brType As BusinessRuleType, brName As String)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibil

Hi all, I need to call this parameter to get the results in a member List of a BR:In this case, I would need to get a list with the values 6620 and 7610 in a Business rule of type spreadsheetPlease, could you help me with any function to call this parameter and get this values?Thank you so much in advance! 

Hello All,I have a reporting requirement, where I need to introduce an empty row between two Sub-Business units. These business hierarchies are displayed using .Tree expansion. In between the Tree hierarchies is it possible to introduce “Blank Rows”. Please let me know. Thank you.

Hey All,Looking into a case to get None entity member to appear for IC Matching. Are there any way to get None in IC Dimension to be listed under ICEntities? 

I have created new expense account and i want the existing expense account historical data to be moved to new account. do we have any DM job for this.

Hi,I've build an dynamically calculated account that should show the FTE YTD average, so that if the month is February it returns the average FTE of the Jan and Feb, if the month is March it returns the average FTE of the Jan, Feb and March, etc.It makes things a bit more complicated the fact that the FTE account is a balance account, so I cannot simply use V#YTD, because that would return the same value as the Period view. My draft version of the formula looks like this:(This is only intended to show you what i am trying to achieve. It only list the first 3 months and if only works for 2023).'Return the YTD average of the FTE accountDim iCurrPeriod As Integer = api.Time.GetPeriodNumFromIdIf iCurrPeriod=1 ThenReturn api.Data.GetDataCell("A#PP_Acc_FTE:T#2023M1")Else If iCurrPeriod=2 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2) / 2)")Else If iCurrPeriod=3 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2 + A#PP_Acc_FT

Hello, I am seeking for assistance on header and cell format with conditional formatting. I am trying to add a top and bottom line to specific accounts in the "Show Report" function. Header Format used However, in the report, only the bold formatting is applied while the top and bottom line do not appear. Any guidance on resolving this would be greatly appreciated. Thank you. Thanks,Jacky

Hello everyone,  We have a few dashboard chart questions.  1. Waterfall chart Does anyone know if there are ways to change the data label text and background color? For example, change all the data labels to black text and remove all the red, green, and blue background colors. 2. Bar/Stacked Bar chart  Is there a way to make the data label within the bar more readable? For example, have the data label in text color black with a white background.    Any tips or advice are much appreciated!  

Hi,We have adjusted the top margin to all kinds of numbers, however it still doesnt seem to shrink. I have removed the log from the extender rule but it seems like there is a margin default. I have also tried to look at removing the blue line header to see if that helps but cant seem to find the proper rule for that. Any suggestions to get this top margin basically down to a very little space? The report needs to fit on one page so we took the font down and it works but would like to find a little more space if possible. Thanks!

Dear community, I'm using some confirmation rules but the output is not what I'm expecting. I'm using a very simple check to see if assets and liabilities are balanced, however it's not running on the expected entities. I have set the Calculation definition for 3 entities which are the parents of the entities managed in the workflow profile. These parents are actually linked to a "parent input" profile type, but all of their children are related to this workflow profile. I have then a confirmation rule that is looking for the assets & liabilities : args.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell( _ "A#00068:C#Local:F#F0999:I#Top:C#EUR:V#YTD:O#BeforeAdj - A#00084:C#Local:F#F0999:I#Top:C#EUR:V#YTD:O#BeforeAdj" _ ).Cellamount If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) = 0 Then Return True Else Return False End If    However when I run these confirmations as a user, I invariably get the output related to the POV entity

Is it possible to run a consolidation from Excel, is there a VBA that can do this?

I am interested in hearing from other users about the amount of testing that is done within your Finance and IT areas to upgrade OneStream to a higher version. Do you perform minimal testing of Cube Views, Quick Views, Workflows, Business Rules, Data Management, Data Imports, etc. or do you complete a full test of the application? Thanks…Bill Migrated from Champions Posted by Bill Walke

Hello, I would like to use the text 8 attributes that vary by time and scenario to show that an entity can move from a group A to a group B. I am using the UD8 dimension to do this, where all data are set in "None". This is working fine for base member entity. However, in my report nothing happens for parents : As soon as I look for the parent, all data are invariably reported on the "None" member, even though both parent and child entities are set with the same Text8 attribute. Am I missing something ?   Regards,

Hi, I have a CubeView with UD1 on column and account on rows.I have a setting for columns "Use to determine Row suppression". I cant find this option on Rows.I want column to expand if there is data in Row 1-2, but for Row3 I only want to show data IF there is data in Row 1-2. Row 3 will always have data for all UD1 members (column) but I only want to show it if there is data in Row1-2. So column suppression/expansion should only be based on Row 1-2. Is this possible to do in OneStream? 

Hi,Has anyone else encountered an issue where external links are appearing in user files? A few users claim that the original file did not contain any of these links. The users break the links and save the file only to have the links show up again when the file is opened again. These links also only appear for OneStream connect Excel files. Normal excel files do not seem to have this issue.Thanks!OneStream version 7.2.4 

Hello,Does OneStream allow recurring journals? 

Hello,I'm trying to create a 5 quarter bar chart trend in BI Viewer, but I can't get the time dimension to properly display the columns in the correct time order, it keeps defaulting to alphabetical (ie Q4 2022, Q3 2022, Q2 2023, Q2 2022, Q1 2023).  Does anyone know how to fix or adjust for this?Thank you!