OneStream Platform Forums

Please share your practical advice to help us meet the new Integration requirements.- I couldn't find a OneStream KB/post nor a good result from free Gemini.- We're using SAAS on v9.0 to move to v10 upon its upcoming release.Thank you folks for sharing your expertise.

I have a client who is trying to save an offline version of some of their excel reports in order to share them with their auditors.First they open the spreadsheet, refresh the workbook, then select the "Save Offline Copy" feature from the OneStream ribbon bar.Second, they close the original spreadsheet, then attempt to open the "offline" version.  What appears is a series of #VALUE! where there should have been offline data.Has anyone else out there encountered this?  Is it a known bug?  Is there any type of work-around?  The client does not want to use excel's copy-paste value feature because there are excel (non-OneStream) formulas such as "SUM" that they want to preserve.Any ideas, suggestions, or information would be much appreciated.Thank you,

There was no Jan close, so we want to divide Feb actuals by 2 to get a Jan actuals load.  The loads are SQL from HFM and Database Whse, so it isn't done with a flat file csv.  When I looked at the Feb Import that are 1214 lines.  How can we take that Feb import, divide by 2, and import in Jan Actuals?  First thought was to create a QuickView then upload back into OneStream.  Also looked at a copy Business Rule but calculations are needed for the data.  Any ideas/thoughts?

Hi all, I am using the Business Rule to perform the user access provisioning using BRApi for security management. And used this BR in DAM job, added the DM to a task scheduler job to run it. All are working fine, but in the DASHBOARD -->NAVIGATION CENTER--> SECURITY AUDIT REPORTS --> USER CHANGE AUDIT. I cannot see the change line appearing in this report, executed by task scheduled for the DM (run by Business Rule.). Is there a way to enable the time in this report. apart from this i see the audit data and time in TOTAL USERS, USER LIST reports. --------------------------------------------------------another important point i noted was ,those new user whoever i provisioned through the BR are uanable to authenticate. but when i make a small change like space or some modification in the user parameter save it. then undo the change and save it. they are able to authenticate the applciation.      

Bi-viewer appears to be limited on font size and type in version 8.5. So, what I've done is created anpng file through paint and chose the Load option in my Title in my bi-viewer to work around the original legend that is too small. What this allows me to do is have the font whatever size I want and I can make my legend line up with my bar chart. Looks beautiful on the client, but as always, the browser requires something "special". Is there anyway that I can use this thought pattern to make it appear on the browser. The Load function only looks at my cdrive which will not work on the browser. I tried uploading it to Data Explorer to get it on Onestream and then using that url in my image, then attaching my image to the same dashboard where my bi-viewer runs but it doesn't embed it into my chart so browser doesn't like that either. Regardkess if what I try, I just get the picture icon where my Title should be. Any ideas? ....even if it's something I've not mentioned here? Thanks ahead

hello Team, good day; we have 4 alternate hierarchies for Entity dimension, the Application is for Consolidation, BS & IC, having the Balance sheet accounts balancing the amounts, the main hierarcy is balanced (means 0 asset, liability & equity), for all the rest aer unbalanced and the reazon could be the elimination accounts because these are not summing properly to 1st and 2nd level, (main parent and ancestor). the consolidation rule is custom and runing, maybe the conso properties are bad. Does anyone knows how to solve the unbalancing for all the Entity hierarchies? thakns in advance and Kind Regards

Hi, I am trying to reference a file location using an xfbr string in a image component.When the image component is configured like this:File Source Type - Workspace FileUrl or Full File Name - <FileName.png>This works to reference the other workspace.However when I use an XFBR String Service to return the exact same <FileName.png> it does nothing.I have also tried <Workspace.FileName.png> & <Workspace.MaintenanceUnit.FileName.png> without luck. The idea is to conditionally return different image files. 

Hi there,I am trying to extract a component using XFProj.  I worked with that in the past.... it seems there is a bug on 7.4.2 as the below code works in v5 but not in v7.4. <xfProject topFolderPath="XFProjMenu" defaultZipFileName="Menu.Zip"> <projectItems> <projectItem projectItemType="DashboardComponent" folderPath="" name="cpTest" includeDescendants="true"/> </projectItems> </xfProject>   The documentation does not mention anything about the workspaces.Can you guys test on your side on provide a feedback?Thanks  

Hello OneStream experts: Thank all of you for the dedicate helps. I build onestream quick view using excel. It seems all the functions in my quick view is working except the consolidate button is always greyed out not matter how I change my POV. I would like to use my quick view to consolidate data to the parent entities. But I can only do calculate and Translate, not Consolidate with quick view in Excel.  I would really appreciate that someone may tell me how to do consolidate with my excel quick view. Thank you in advance.

I have built a OS data adapter off of a cube view that has a parameter that prompts for entity.  I subsequently built PowerBI query to pull data via this data adapter.  I can get the PowerBI query to pull data if I hardcode the Entity parameter value in the Custom Subst Vars in PowerBI.  What I would like to do is replace hardcoding the Entity value with list prompt for the user.  That will let the user decide which entity they want to pull when they refresh the query.  Any ideas on how to create this functionality? #PowerBI  

Hi, this might be an easy one, but I haven't worked with Report components before. I have a Report component which is used in a dashboard. All working fine except that I would like the rows to be ordered based on the values on one of the columns. In the example below, I would like to order the rows based on the Lease Start Date. I have tried updating the data adapter that is assigned to the report, but the ordering of rows in the data adapter seems to be ignored by the Report, so that must be something in the Report overriding the rows order.Any suggestion is appreciated.

Hello,I have been getting the following error trying to load a form template in OneStreamI've checked the intersection and it matches the white input cells I am trying to load to. Is there any other reasons this error would appear?Thanks

Wondering if anyone else is seeing duplicated dimension IDs in some of the built-in Application Reports (the example below is based on the "Member Property Changes Audit Report")We're on V9.1 but have seen the same issue in 7 and 8 as well.The results do vary depending on which of the duplicated dimensions you select. If you've also seen this, has OneStream provided any explanation as to why this exists?  

Hi everyone,I’m currently building a OneStream application for a budgeting process and I’m facing a modeling challenge with account aggregation.The situation is the following:We have the same source account (for example 600000) across multiple entities. However, depending on the entity, the amount should roll up to different parent accounts in the reporting structure.Example:If Entity A loads Account 600000 = 1000, the amount should roll up to ParentA.If Entity B loads Account 600000 = 1000, the amount should roll up to ParentB.The key requirement is that I would like to keep only one account member (600000) in the Account dimension, without creating multiple target accounts such as 600000_A or 600000_B.Since the Account hierarchy in OneStream is static, I’m trying to understand what the best design approach would be to handle this type of entity-dependent aggregation.Has anyone implemented a similar requirement?What would be the recommended way to model this in OneStream while keeping

Hi All, i am new to OneStream, i tried creating BR for Security automation. below is my entire code in OS-BR. Imports SystemImports System.Collections.GenericImports System.DataImports System.Data.CommonImports System.GlobalizationImports System.IOImports System.LinqImports Microsoft.VisualBasicImports OneStream.Finance.DatabaseImports OneStream.Finance.EngineImports OneStream.Shared.CommonImports OneStream.Shared.DatabaseImports OneStream.Shared.EngineImports OneStream.Shared.WcfImports OneStream.Stage.DatabaseImports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Finance.BR_UserManagement    Public Class SecurityGroupHelper         Public Sub ShowQAGroups(ByVal si As SessionInfo, ByVal api As FinanceRulesApi)            Try                ' Get all security groups using the API passed to the function                Dim allGroups As Group

I am trying to get top N (top 10) customers by revenue account in my cubeview. For this i re-purposed the snippet finance code for List Ranked to this: Namespace OneStream.BusinessRule.Finance.Ranked_list Public Class MainClass     Public Function Main(        ByVal si As SessionInfo,        ByVal globals As BRGlobals,        ByVal api As FinanceRulesApi,        ByVal args As FinanceRulesArgs    ) As Object         Try            Select Case api.FunctionType                 Case FinanceFunctionType.MemberListHeaders                    Return New List(Of MemberListHeader) From {                        New MemberListHeader("Ranked")                 

I am testing out drill functionalities in Genesis and found this "Open in New Tab" being grey out.  I checked the cv in the page and am unable to find any config in this cv that relates to this.  How do I make this option active for use?  it will be really useful to see the drill results in another tab so that it can be view side by side with the original dashboard.  

Hi Everyone! I am adding a CV to an extensible document via an image, but OS cuts the CV and does not show it entirely no matter how small I make it. Anyone knows how to solve this?Thank!! 

Good morning OneStream folks.  I was looking for an example of how to dynamically pull the FX rate for an entity based on its current parent.  We currently have a DynamicCalc account that assumes that all parents are USD and therefore the rate returned by the account is the USD translation rate.  For example, the child is GBP and has a CAD parent, but the formula returns GBP-->USD. I was able to get a DynamicCalc formula that works, but I have to make some additions in my QuickView or CubeView to get it work completely.   The account I created in this case is called ParentFX and the logic is below: In order to get the ParentFX account to return the correct value, I have to write my quickview logic as:  A#ParentFX:C#Translated:Name(Parent FX).  Which is fine, but I would also like to use that combo in a getdatacell calculation, and OneStream doesn't seem to like that.  I'd like to be able to pull the A#ParentFX account with it using the Entity

Currently I get the following error when trying to make a data source from an Excel sheet:   As I have tried to narrow the information down due to endless error messages the file looks like this   My question is: Where do I find a description of how to set up a data adapter in Genesis to an Excel sheet.    

I'm trying to create a drill down in a BI Viewer dashboard using only a data set return.  I can add a column (in this case "category") to both the Dimensions and Measures area.  I then enable the drill down under Data > Drill Down, however, once the drill down is active, the Category column is hidden on the output and won't show until you drill into a row.  I want to ability to drill into a row, but a user needs to see the Category column first before drilling. Is there a way for me to drill into a dataset without using "hidden" dimensions and measures for a column?  Also - what is the difference between "Dimension" and "Measure"?  Thanks!   

Below is the screenshot from the genesis guide.  I cannot find this link in Genesis collection in solution exchange.Does this means I need to download/upload each type of content block ONE BY ONE? 

This one is for all you Encyclopedia Brown fans out there.  Like many companies, we have a cash flow cube view.  We've recently added two balance sheet accounts to one of the lines in it, but the values in those accounts do not show up.  Here is the code for the member formula for the Debt Payments cash flow line: If (Not api.Entity.HasChildren()) Then api.data.calculate("A#CF_DebtPymts:F#CF_ACTIVITY:I#None:O#Import = A#DebtCur:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Debt_LT:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Cur_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#LT_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top") End If The last two accounts, Cur_equip_fin_liabs and LT_equip_fin_liabs are not pulling into the value for Debt Payments even though I've proven via a QuickView that the

Hi OneStream Community,I had a question regarding extracting dimension metadata and properties from OneStream.Currently, when we go to the Dimension Library, apply member filters in the grid view, and then right-click and export to CSV, we can download file containing the metadata along with its properties.I’m trying to find out if there is a way to automate this instead of doing it manually.Ideally, I would like to extract the same information (based on member filters or a specific hierarchy) through something like a Dashboard, Data Management step, or Business Rule, so the export can be automated.Has anyone implemented something similar or know of an approach to achieve this?

Can someone check if there's any mistake in the below 2 lines. I am unable to execute the BR  Dim sourceBuff As DataBufferDim srcED As String = args.CustomCalculateArgs.NameValuePairs("sourceEffectiveDate")Dim selectedScenario = args.CustomCalculateArgs.NameValuePairs("selectedScenario")Dim dmTime = api.Pov.Time.NameDim account = args.CustomCalculateArgs.NameValuePairs("account") sourceBuff = api.Data.GetDataBufferUsingFormula($"FilterMembers(T#{dmTime}:S#{selectedScenario}:U4#Approved_Status:U6#Total_Audit:U7#{srcED}, [A#{account}.Base])")