OneStream Platform Forums

Hi Team, I have tried to make a simple task - if user in not in group I would like to change a certification status to rejected.This code is in DataQualityEventHandler:Case Is = BREventOperationType.DataQuality.Certify.FinalizeSetQuestionairreStateDim sGuid As String = "419eeb3d-eaec-43fc-bc0a-cab5862323f10"Dim Guid_1 As New Guid(sGuid)If BRApi.Security.Authorization.IsUserInGroup(si, si.UserName, "GROUP",False) = False ThenBRApi.DataQuality.Process.ExecuteQuestionnaireSignOff(si,si.WorkflowClusterPk,Guid_1,CertSignOffStates.ProfileRejected,"Comments")End If It always returns "Certified", but should "Rejected":  Any ideas what am I missing?

Currently, there is an option to change the "hover color" on button components. Is there an option to change the color once the button is selected? In my current dashboard, we have multiple buttons and it would be nice if the button a user selects would change colors, then it is apparent they are on that button.

Dear Colleagues,Did you build the XFSetCell feature to import text fields from a spreadsheet into an Annotation view? Any assistance on this matter would be greatly appreciated.Regards

Hello, The client that I am working with is moving from an import process consisting of loading .csv files over to a direct connector. The issue is that in the periods where .csv files were loaded, one UD was manually adjusted in the import file, and currently this allocation is not existing in the source system.   As an example, there is account 5000 with a total of 100$ which is spread across UD1 as following (in the .csv file): A#5000:U1#A = 20$ A#5000:U1#B = 30$ A#5000:U1#C = 50$ In the connector this is mapped to None, A#5000:U1#None = 100$. The client wants to keep the allocation of UD1 for the rest of the year, and continue with the YTD balance allocated across UD1 members, even after starting to import from the connector. My initial solution is the following. Let's say that from Jan - May they loaded .csv files and in June they start using the connector. In June, the data will load as YTD, but to UD1 None. I will have to make a reclass adjustment of UD1  from None to:

Is there any option for the users to see the Recent Pages they opened in the application? 'Navigate Recent Pages' allows the users to select and go back to a recent page, but this information gets removed when the session is closed. Please let me know if there is an option which persists between sessions? Thank you. 

Hi Team,Is it possible to check the Response from Certification Question in Business Rule?I was trying to change the Workflow status to Rejected in case someone answered "No". I appreciate your help

SOURCE: ONESTREAM CHAMPIONSHi everyone,Has anyone used the Dashboards for advanced line charts to show a few years of actuals and the current year of budget? I am trying to show actuals for 2019, 2020, and 2021 and 2021 budget by month and cannot figure out how to get this to come through. I set up a cube view with my account in the POV and the Time in the column and a combination of scenario and time in the rows since i don’t want to see budgets for every one of these years.Thanks,Cindy

I am trying to create a quickview that would require the data presented to consider some account configuration that only appears on the decendents set up.   ex i have a parent member P that has multiple children and would like use a where clause to exclude IsIC data. i tried to do A#P.Base(IsIC False) but this results in multiple lines where i would want to only have one line presented that is removing the data associated with the children that are IC. is there a function that would let me create a summary line while still checking the descendent configuration?

Is it possible to change the orientation of a report using a business rule?I can't see any options for it when creating a custom report task in a cube view.

Hi I have created a member list on Account dimension members to pull accounts with Account type "Balance Recurring". Now I need to use this member list in Finance BR  - Calculate Function Type to loop through this member list and copy data from December to Jan.I would like assistance on the syntax to filter by this member list on a data buffer function to pull the December data. Also I would like to know whether the member list will be executed one time and stored in the memory and used across all entities OR will it be executed for each entity when it runs through the consolidation process?I want to make sure using member list to achieve this data copy is performance efficient than directly filtering the members within the Finance Calculate BR using  api.Data.GetDataBufferUsingFormula("RemoveNoData(FilterMembers(A#Root.Base.Where(AccountType = 'BalanceRecurring')

We are trying to format numeric columns in a Table View but haven't been successful. The numeric columns are currently appearing as 999999.99 instead of the desired 99,999.99. Are Table View currently looks like this:The Spreadsheet Table View rule is defining the numeric columns here:sql.AppendLine( ",FORMAT(SUM(ISNULL([V4],'0')),'N2','en-us') As [Gross Revenue]")Thanks

I am building a Rolling Forecast scenario (eg. name is RFC 2+10) using the below formula snippet which takes the current month actuals, and adds the future Budget scenario. It works well so far, however when I use the scenario in a cube view, I'd like to use the headers based on the source data. So in RFC 2+10, columns 1 and 2 are actuals, and 3 to 12 are Budget. But for each column it just shows RFC 2+10 - is there a way I am able to write something or use some conditional formatting so that show Actuals/Budget based columns?Thanks   

Hi All, Can anyone suggest is it possible for Admin to enforce Workflow POV and Cube view POV for users, if so please guide where to do it on OneStream  Thanks in advance.

Hi All,   Currently I have weekly data, if i enter commentary in Week2 it should be in the same week later if I enter commentary in Week3 am getting w2 data in w3, can anyone suggest how to overcome this?     Thanks in advance.

OneStream 7.4.1 (On-Prem)Looking to upgrade to 7.4.2.Has anyone developed a strategy to upgrade OneStream with minimal downtime?  Uninstalling and reinstalling the application takes time, and I would like to avoid as much downtime as possible.I am using 1 server for everything.I was thinking I could install 7.4.2 in another folder, but I believe the install would attempt to create the same IIS app pools that already exist.Any suggestions would be appreciated.

Hi ! I want to confirm a data management behaviour... Right now I have data in a driver on Entity 9999, that I need in order to calculate data on entity 1032. The output should be on entity 1032. I am using a data management job where the DUCS are set for Entity 1032. However when I run the DM, my data buffer is not getting any data for Entity 9999. I think somewhere someone mentioned that using SetDataBufferVariable you can retain data in the whole Data Management sequence, so I tried to change the Data Management DUCS to "E#9999, E#1032". But the variable seem to be cleared when cycling to the second entity. Then my question is : How can I get my data buffer to "read" data from another entity (E#9999) when my data management job run on E#1032 ?   Here's my code which obviously doesn't work at the moment. The goal is simply to have databuffer1 get data from Entity 9999, and databuffer2 to get data from current entity 1032: Dim dbr1 As DataBuffer = NothingIf api.Pov.Enti

We have several parser rules that are running on our connector to d365. Is there a way to see what the affect on run time is from each of these rules?  Do these rules run on all data that is queried from our connection or just new data?

Hi all - I am trying to format a cubeview a specific way. Then the rows are like follows: Entity1 Title row Entity1 net sales Entity1 Profit Entity1 Margin % Blank row for spacing   Entity2 Title row Entity2 net sales Entity2 Profit Entity2 Margin % Blank row for spacing   This continues on for a bit in the exact layout. What I want to do is hide the entity name in all the rows except for the title row. Then in the blank rows I am currently seeing "none", I would like that to be gone as well.   What is the best way to stop the entity name from repeating and removing the word "none" from my blank spacing rows? TIA!

Hi all,I'm working on a Business rule that will be triggered as soon as a user clicks on a button within a dashboard.Is there a way to retrieve the Username of the user that clicks on the button? Thanks in ad

Hi, there is a way to get the sum of the values of all the members that I filter with the text3? for example text3='Austria'In this case in Row1, I have E#Entity.Base.Where(Text3 = 'Austria'), which identify two entities, and in Row2 GetDataCell(CVR(Row1)):Name(Total Austria), but it doesn't work.  

Creating a post for custom coloring in dashboards.   For example, Onestream's dashboard selections give the option for custom color, however, it does not let you select it in the formatting. It only shows the option for #FF00000 (at least from what I have seen).   The above format is HTML coloring codes that can be manually updated in the display format Typically when matching client colors I am given RGB color codes, So I use the below converter to get the HTML code and add #FF to the beginning of the provided hex code.   https://www.w3schools.com/colors/colors_converter.asp  

Originally posted by Andrea Tout 2/7/2020 Has anyone ever had to check what the user's response is to a certification question and not allow them to certify based on that?

  Scenarios always must utilize the FX rates on the Cube Question Credit: Parker Laabs Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

HiIs it possible to show a message box in excel?I am currently writing a SpreadsheetFunctionType.SaveTableView rule and I would like to display a message box to the user with any data validation errors when trying to save.I have tried :Throw New XFUserMsgException(si, Nothing, Nothing, "My error message")However, this doesn't seem to work. Regards,Mark

One of the new features in the 6.6 release is the introduction of Hybrid Source Scenarios.  I've watched the 6.6 release and read through the abbreviated examples in the admin guide. Both have good high level content, but they seem to be missing details around the Options section within the Hybrid Source Data of Scenario properties.Does anyone have any additional details around what options are available and a description of each? Or more content around Hybrid Source scenarios in general?Thanks,Added screenshot to provide context.