OneStream Platform Forums

Hi, We're on 7.4.  Is there a way to extract a posted journal from one application so that I can easily load it to another application.  This would be super useful for investigating issues.  At present, we can easily find imported data files, and load these into our test app. But I can't see any way to extract journals in the same way.  The only options seem to be extracting a .csv file,  which has the information but is not formatted in a way that can be loaded again.

Is it possible to format point labels in the BI Designer, in terms of text color and outline? For example, I'd like to remove the outline around the label, make the text bold and color black. Thanks!  

Hi all, I am trying to upload data to the text field Text3 in a UD2 dimension. I have been looking around in the available functions in the OneStream excel add-in, but I am not sure which one is the best for this. I tried the function  XFSetCell, however this function saves data to the amount field based on the Parameters supplied. I only need to upload a string of text to the Text 3 field of a UD2 member: Thank you all for your help!      

Hi, I'm trying to block input to UD3 None (for example) using the Cube setting in Data Cell Conditional Input,  but only for accounts that have a certain UD3 Constraint. Basically, I had to add None into the constraint for some rule logic,  but I don't want anyone to be able to enter data there by mistake. I normally test the Member Filters of blocking rule by just putting the Filter into a Quick View, but I am struggling with this one.  This is what I have: A#PL.Base.Where(UD3Constraint = MyUD3Constraint_1) But that does not work.  I think the issue is that the UD3 Constraint can vary by Cube, rather than being a strictly defined property of the member.  Not sure if it's possible to define the Cube in the Where clause? Any ideas welcome!

Hello - I have a dashboard with 6 buttons across the top - each one is set to display a different cube view. The time dimension for 4 of the CVs are set to workflow time, where the other 2 I want the users to be able to select a period from a list, because these 2 are designed to show historical variance commentary. I set up a member list parameter with the time periods and added it to the two cube views. Now when I open the dashboard, the prompt automatically appears for every CV. I checked and couldn't find a way to only have this prompt appear for the two cube views. What settings do I need to enable or disable for my dashboard so 4 out of the 6 run off workflow time, but when a user clicks a button for one of the 2 others, the time period prompt appears?

When using a second display monitor connected to my laptop the  Drag and Drop  of dimensions in Spreadsheet  Quickviews  does not work - when I place the Onestream applicatrion page  on this second monitor.  if i switch back to having the OneStream application QV on my laptop screen -  i have full functonality on moving dimensions into columns or rows in Qv's Any similiar exeriences with this ?   ( audio/visual setting on second displays)?)  best regards    Chris 

Hi everyone. I would like to know if there is a way to display only a certain number of rows in an SQL TABLE EDITOR, as I do not see a way to set it up as in a query, for example. SELECT TOP 5 * FROM Table; I would appreciate it if you could assist me with this.

How do l start the process of importing a  .csv file into onestream

Hello, We currently print out a book to our general managers every quarter and our reports formatting seemingly changed without us changing. We use double underlines as our totals and previously it worked fine, but this quarter it looks like a solid line, but when you zoom in, you can see it's a double line. Is there any way I can fix this? I've tried changing the ReportBottomLine1Thickness and ReportBottomLine2Thickness size, but with no luck. Any suggestions? Thanks, Will

Hello all, Is there any way to set a conditional formatting in a cube view column based on 2 different columns?  I have 2 variance columns (one on dollar amount and another with a % variance) that should have a red color if 2 conditions are met. For example if the variances are higher than 200k and 20%. Any input is appreciated. Thank you! Adina    

Hello,i've installed the SIC and it's Online in the "smart integration connector part" as you can see: in the error log i have this error:Summary: Smart Integration Connector Gateway Server Heartbeat has timed out for 'mantu_database_connector'. Current timeout: '5'. Last Reported Error Time: '9/25/2024 7:16:56 AM' UTC.and in the "system configuration part" i have created the a custom database which in i can see that the Mantu_database_connector is offline: if anyone knows what's the error and how to solve your help will be much appreciated.Thanks

Do we have any way of restricting the Unbalanced Journals in OneStream? I read about the Journal Event Handler but don't see that BR in my application. 

Hello,  Is there any Intercompany Report set up training and/or documentation with examples of report detail for the different Intercompany Reports on the Application Reports dashboard?  Thanks!  

When running a Data Mgmt Data Extract step, you can chose where you want the file saved:However, the name you provide always starts under the File Share\Applications\[App Name]\DataManagement\Export\[User Name] folder. So, the above extract would show up as File Share\Applications\MyApp\DataManagement\Export\Phil\20211202\CubeData.csvWe need these extracts to be available to users who do not have access to the individual user folders on the File Share (i.e. - they aren't Admins)Is there a way to have the Data Extract saved to a truly user defined location, like Application Database\Documents\Public\DataExtracts? How could this be done? If you run the extract from a business rule are there arguments you can pass into the data management call to override the export path? Or is there a way to programmatically move the file after it's been created?Thanks,

Hello,I am currently working on the Business Rule WorkflowEventHandler to update a custom table when certain tasks are manually completed in a workflow. The scripts shown in the screenshot are located in the section where Case Is = BREventOperationType.Workflow.UpdateWorkflowStatus, with the following condition: If NOT args.IsBeforeEvent Then.I want to trigger the function after the current workflow is fully completed. However, despite testing various syntax alternatives, the function consistently executes before the workflow is fully completed.For example, when I initiate the last step of the current workflow, the function is always triggered at line 141. For context, this issue occurs when the workflows consist of multiple tasks. The final task varies depending on the workflow—it may end with Import, Confirm, or another task.Below are the syntaxes I tested but without success.Could you please help me resolve this issue?Thanks 

Recently we upgraded to 8.5 and I found the back/forward buttons missing from the top left corner of the screen. We jumped a few versions so not sure when this was removed. Can anyone tell me when this happened? I cannot find anything in the release notes. I have some dashboards built to use this back button so I will have to update them.

Wondering how we can zero-out the translated FX noise in a local (Euro) base entity that has the accumulated FX noise showing up in USD after the entity has all of its local currency balances zeroed out.   We have some adjustment USD sibling entities to this Euro entity in question but entering an offset in that entity does not remove the translated USD amount.  If we set the properties to Is Consolidated = False, would this completely remove that entity from consolidated history (if we were ever to go back and reconsolidate the system)? Has anybody encountered this and what did they do? Thanks. Mike B

Hello, I have a defined a dynamic dashboard based on an SQL table component. The goal is to create dynamic dashboards based on this table. In the last column of this dashboard, I have a parameter which drives a selection based on 2 values: Manual, Predictive. My dynamic dashboard run as expected except for the last part, which I would like to have as a Radio Button Selection and should reflect what is defined in the table.     My question is : is there a way to define what would be the selection of the radio button based on a dynamic dashboard business rule ? Regards,

Hi all, Could you please advise what formula is better to use in cube views member filter, when I need to add column with calculated differences between U1 base member at time POV and the same UD1 base member at time PovPriorYear?  

Rolling Quarterly Forecasts- to Import 12-month flat files- Several times daily during a cycle- 12-month Matrix Data Source 1. Forecast Q1 '25 flat file- Columns Q1-Q4 '25 = amounts 2. Forecast Q2 '25 flat filea. Columns Q1 '25 = blanksb. Columns Q2-Q4 '25 = amountsc. Q1 '25 to be refilled with actuals- using a DM Job after the initial Import 3. Forecast Q2 '25 flat file - Columns Q1 '25 = blanksa. Direct Import/Load- Wiped out refilled actuals in Q1 '25 = blanksb. Standard Import (Import, Validate, Load)- Kept refilled actuals in Q1 '25 4. Blank Columns - Q1 '25, etc = Prior Periodsa. Why do Direct and Standard process blank columns differently?b. How to make Direct process blank columns like Standard?- Keep actuals in Q1 '25/prior periods in OS Data Cubes TY.

I'm using attribute members, unfortunately on the entity dimension, so the associated data is stored and not dynamically calculated on Parent Entities. These attributes members do not translate to foreign currencies during the consolidation process ! I'm using a 'Custom Translation', and when I execute the method 'Api.Data.Calculate()' or 'Api.Data.CalculateForTranslation()' the attribute cells do not translate.The only way I was able to actually convert them is by using Data Buffers and forcing the conversion.Is there a reason why ADC methods do not translate attributes ? Is there a hidden property to activate in order to take these members into account ? Should I use 'Api.Data.Translate()' instead of ADC ?Thanks

I would like to return a sum of all rows in my cube view but using the 'sum of rows' is only returning the first result for every account under the main hierarchies I'm calling. This is the literal statement I would like to sum -GetDataCell(A#BALANCE_SHEET.Base.Remove(A#32000).Where(AccountType DoesNotContain 'Liability') - A#BALANCE_SHEET.Base.Remove(A#32000).Where(AccountType = 'Liability') - A#32000:F#BegBal - A#INCOME_STATEMENT.Base.Where(AccountType = 'Revenue') + A#INCOME_STATEMENT.Base.Where(AccountType DoesNotContain 'Revenue'))Has anyone done something similar through an XFBR string? 

Dear all, Could you please advise what type of scenario is better to use for FastClose (first version of actual financial statement numbers, which we want to keep separately)?  

Hi, I was wondering if anyone knew how to get an extracted list of all artifacts within an environment by artifact types such as business rules, transformation rules, cube view names. I am only interested in getting the names/metadata of each artifact and not the actual data from the artifact. I would like to put these in an excel workbook.  Thanks! Manuel

I have a home page that has a button that takes you to guided reporting. I want it to use guided reporting where the user left off - how it works when you are normally in guided reporting alone. When I click the button it keeps setting Guided Reporting back to having the choose the report group. Is there a step I'm missing when linking guided reporting to a home page?