OneStream Platform Forums

Does anyone know how to add more than 2 custom titles on a row?  Below is the view of 4 headers.  I can change the name on 2 but not 3 of these titles.Member filters are below.  I have custom name at the end of my Time and Scenario member filters.  I want one more on my View dimension.This does not work...    

Hi,sorry, first time trying to use derivative transformation rules..I have setup the following Derivative source transformation rule:My understanding or derivative rule is that the account created by the rule (eg. New_CR and New_DR above) must then be mapped using the standard transformation rule, so I have done so: However, I get the following error when running a Load and transform of the data file:What am I doing wrong? Thank you

Hi Team,Under UD4 I have an XFBR string, which returns Jurisdiction - the case is I can't include there hierarchy.Base, as it needs a single entity to work. Is there any parameter like |CurrentEntity| which I can include in XFBR or do you have any idea how to solve it? 

Do we have a function that can be used in a member formula that will calculate the average of the last 3 periods.Example: If my current forecast month is June, I want to calculate the average for the months of May, April, March for which I have actuals for a given account. Thank you. 

Hi Team,Maybe anybody knows where in the Database can I find table with Workflow statuses?I believe there should be such from default,Thanks! 

When using drill down to drill from a periodic value back to a connector business rule on a scenario that was loaded as YTD, is there any way to show the "Load Results from Imported Cell" as Periodic instead of YTD?  I would expect the drilldown to keep the same view.   

Hello,I'm trying to create a transformation rule for a specific entity that if it's a specific account (6189) it would go into a specific UD3. I'm not sure how to do this because there's 2 specific criteria needed, instead of being a 1:1. I'm new to OS, so all the tips and tricks help!Thanks,Will

Hi all -I am creating a cubeview that seems basic at first glance, but have ran into some walls as I am still new to using cube views on my own. What I have is an entity, net sales, profit, profit margin, months, and a changing scenario.I want to see net sales, profit, and profit margin for the current year. This part is simple enough and will not move.However, I want to compare these same metrics to various other scenarios, one scenario at a time. I want to be able to select something like prior year actuals, budget, or any forecast and see the figures come in for it in the second/lower half of this cube so I can then make a comparison between current year and whatever selected scenario I have. Is the best way to do this to create a parameter for the scenario and then write in that parameter name in the necessary rows for the scenario?Additionally, if I wanted to create a better/worse row, would I be able to easily do that even though one of the two scenarios could change at

Posting this because I searched for the answer before putting in a ticket with OneStream support (who were excellent, by the way).  One of our applications wasn't working in a lower environment.  The connection to the application SQL DB wasn't working.  Tried removing and adding it back using the OneStream Database Configuration tool.What the fix was:The “Invalid Connection” issue was due to the DB security settings for the service account user (that was running the OneStream server application).  Not quite sure what the issue was  -- it might have been the default schema for the user.  In any case, looking at the permissions for the user in the other application SQL databases where it was working correctly gave us the guide towards fixing the issue.

When I import Journal template via excel Journal name adds workflow,scenario and time to it. Is there way that it does not get added. see screen shot below for reference. 

I have used the FormsStausForWorkflowUnit method to check method of all forms. Unfortunately I'm not able to limit the amount of columns, is that possible? When I select 'Column Settings' it works only till the next refresh.Thanks a lot!

Hi All, One of client is facing strange issue while downloading certain files from file share folder. Apparently it is getting timed out while downloading the forecast file. File size is around 550 MB ( I checked the same file from another date which is around 515 MB and there is no issue for the same file)   There is no issue for any other files at the moment ( like Actual data or FX data etc )   Questions here are -   Is there any limit in terms of size for download from file share folder ? Is there any time-out settings where we can investigate for these errors ? Would deleting temp files from server help here ? ( considering error 10054 is about deleting junk files / temp files )   Just checking if any one seen these errors before for other clients.   Thank you.   Regards AJ  

Has anyone used conditional formatting with the IsRowVisible row header format property before?  I am developing a cube view form that is driven by an account input parameter where the user selects an account to run the cube view. Depending on the account they select and a predefined condition, a given row should be suppressed/hidden (e.g. contains 611000). I am using the IsRowVisible row header format to try and accomplish this. However, it does not appear to be working properly. If we update the format property to something other than IsRowVisible (Bold = True), then the results are as expected. So I'm not sure why it's not working for this IsRowVisible format property.  Perhaps I am missing something here?  Thank you in advance for any tips you can provide! Following is the condition set for example above.  Account parameter is defined on Member Expansion 1. If (RowE1MemberName Contains 611000) Then  IsRowVisible = FalseElse  IsRowVisible = TrueEnd If

1. It appears WF setup with a Matrix Data Source always imports ALL the periods updated in the Source file regardless of the WF Period I am importing from. Is it possible to limit it to Import only the WF Period?2. I have a source file that will be updated/changed with the entities being loaded every time when it is loaded via a WF.In Order to preserve the balances of the Entities previously loaded I am thinking to have Source ID same as my Entity Name as I don't see any "Merge" Mode Load Option in WF. Is there any other way or better option to load files in Merge Mode.3. If I want load granularity by multiple custom dimensions, In addition to the one custom allowed for WF channel setup, can I use concatenation of Entity & Account & Custom as Source ID to preserve the data previously loaded? Is there another way to achieve this OR any cons with this approach?

Is there a way to make a "Forms" (or any other) step in the workflow active only for specific periods, like quarter-ending months for example?

Has anyone tried to rename scenarios using a business rule to have a rolling set of prior forecasts. In this case the client is to trying to have weekly scenarios for the prior 5 weeks. Once a week they will be importing into the current working scenario and rolling each prior scenario back one week.I tried using the code below but get the error "Error processing Data Management Step 'Roll_CAR_Weekly_Scenarios'. Unable to execute Business Rule 'Roll_CAR_Weekly_Scenarios'. Error renaming member 'CAR_PrWk5_MTD'. Invalid parameter 'CAR_PrWk5_MTD'."Thanks. 

Hello,I am using 2 cultures on a server.I need to make some changes of entity properties from a BR.I know how to do it for properties like ALLLOWADJI can not find a way to change all the descriptions from the BR : I mean the Default + English + French.Any help appreciated.ThanksPS: I did read that 🙂 https://community.onestream.com/topic/show?tid=2958&fid=8

I'm trying to do a dynamic calc to determine lesser value of an account or 500,000. I have very little experience with vb.net so this was as far as I got but it doesn't work.If api.Data.GetDataCell("A#RPT_Cash") > "500000" Then  Return "500000"Else If api.Data.GetDataCell("A#RPT_Cash") < "500000" Then  Return api.Data.GetDataCell("A#RPT_Cash")End If 

We have 40 or so monthly Cert Questions over 50 Entities.  Currently we are running the report and then comparing answers to last months report to find any changes in answers.  Those changes require us to check on why.  From No to Yes or Yes to No, we have to check.  99% of the time it is a mistake in their answer.  Anybody ever thought of a way to notify the user before they complete the Cert of their WF.Don't see a Workflow Name option that does Confirm after Certify so don't think I could build something in the Confirm step.  Maybe at a parent level have a Confirm step that looks at all the children and does a compare and lets that level person know.  Anyway, any ideas to keep my brain churning is great.Clarke

Hi,I have a custom SQL table for people planning and want an ID field as my primary key. (The existing fields that would be good for a primary key need to editable (e.g. entry date) so I cannot use a set of existing fields as my primary key.  Setting a field as a primary key makes that field not editable.) My question is how to set a field's default with a SQL code, "select NEWID()" which generates a unique code?  I tried creating a parameter as a Bound List and SQL code with this query but when the dashboard with the SQL table editor is opened I get a pop up window asking for an input for this parameter.  How are primary keys normally handled in this case?  Thanks.

Is there a way to set the property of a dashboard button to disabled?  I have a dashboard that includes a number of button objects that execute various tasks, such as running a calculation, locking the workflow and so forth.  What I'd like to be able to do is to disable a button as part of a business rule so that the user has to follow a sequence of activities and can't, for example, keep pressing the calculate button on the dashboard. I don't see any property in the button object that supports enabled/disabled.

Hi all,I'm developing a dashboard that will likely be used by 10 different people. I'd like to lock the access to other users if one user has the dashboard already open (and maybe until he/she clicks on a button to unlock it?)Does anyone have a reliable approach to do this?Thanks in advance!

Does any one know if there is a BR command that can get the Workflow Name value from the Workflow Settings area of the Profile Properties (e.g. Import, Validate, Process) in a business rule?  To be clear, I'm not looking for the name of the workflow from the General section. I'm looking for the part of the workflow that determines the chevrons/bubbles that walk the user through the workflow steps Thanks,G  

I have a dashboard with graphs and on the side a series of buttons opening input forms for key assumptions.  The forms are usually cube views and sometimes a combo box.  I would like the pop up dashboards with the input forms to auto size to the content.  I can hard code the height and width but the number of rows/columns in the cube view can change.  Is there a good way to auto size these pop up dashboards to their contents?  Thanks.  

Hello All,   I would like to know if there is any Activity guide document for OneStream Application design represents the process to build a new cube..   Thanks in Advance