OneStream Platform Forums

Hello everyone,I'm making a cubeview and want to put in a formula to show the inverse of our currency rates. Is there a formula I can do like using a get data cell or something similar that could work?Thanks,Will

Hi there,I'm testing out the capabilities of OneStream for a PoC. Is there any way for a front-end user to add new members to, e.g., an account dimension through a component of a dashboard? Ideally using a variable specified within the dashboard.In the example screenshot, I want to enter a name in the text box, press the green button, and have the specified name added to the dimension of the cube view below.Thanks!! 🙂

Hello all,After entering the data in excel add in, unable to refresh the data, excel page showing blank only, please help me on this issue.

We are using Datalake as a centralized repository for raw data coming from D365, the goal is to integrate Datalake with Onestream directly but we are running into a "NO_BROWSETTABLE set to OFF" error. Our DEV team can stand up an azure sql server and write the data to that server....Doable but not ideal. How are you all setting up Integrations with non-odbc connections?

Hi All,I am currently facing a challenge with my SQL code in dashboards and would greatly appreciate your help in finding a solution. The issue at hand is that I have hardcoded the code to pull data from tables, but now I need to modify it so that when a user selects a specific month (e.g., 2023M1), the dashboard displays data for the selected month as well as the 12 months prior to it.To provide more context, here is the query I am currently using:SELECT ISNULL(Name, 'Total |!SelectAcc!|') AS Name,        SUM(CASE WHEN Period = '2022M12' THEN |!SelectAcc!|  END) AS '2022M12',       SUM(CASE WHEN Period = '2022M11' THEN |!SelectAcc!|  END) AS '2022M11',       SUM(CASE WHEN Period = '2022M10' THEN |!SelectAcc!|  END) AS '2022M10',       SUM(CASE WHEN Period = '2022M9' THEN |!SelectAcc!|  END) AS '2022M9',       SUM

Dear Community, In the above image "Results Table Name" located in the Data Adapter for a SQL Query is accessible? The Data Adapter still runs even though if we aren't giving any table name in the alias. Is it only for the naming convention? Or whether it's accessible/stored in the Application Database Tables/System Database Tables under System tab? Any solution to this will be really helpful. Thanks. 

The below code copy the Prior Period FX Rates from one Type to Another. This will read the currency from the application properties. I have hard coded the Period but you can use WF or Global or Param and call in the DM/Dashboard.       'Get the Period Dim CurrentPeriod As String = "2021M1" Dim PriorPeriod As String = "2020M12" 'Get Currency from properties Dim objAppProperties As AppProperties = BRApi.Utilities.GetApplicationProperties(si) Dim currency() As String = objAppProperties.CurrencyFilter.Split(",") 'Add FX rates For Each c As String In currency Dim fxRatePkUsingNames As New FxRatePkUsingNames("AverageRate", PriorPeriod, c.ToString, "USD") Dim objFxRateUsingNames As FxRateUsingNames = BRApi.Finance.Data.GetStoredFxRate(si, fxRatePkUsingNames) If objFxRateUsingNames.Amount > 0 Then Dim fxTargetRatePkUsingNames As New FxRatePkUsingNames("ActPriorMon", CurrentPeriod, c.ToString, "USD") Di

I have a combobox with a multiselect option enabled and it utilized by a data grid.  I've set up the User Interface Action to refresh the grid and it works fine.  However, it refreshes after each selection.  If the user wants to select 3 options, it will refresh 3 times.  Is there a way to only refresh once after all of the selections are done?

Hi All,I am trying to create a simple CV with one column set to T#POV.Prior12, T#POV (to get 13 rolling periods).   For Rows I have 3.  CurrentYear, Budget, and PriorYear.   On PriorYear row I am trying to over-ride the column to show the rolling 13 periods of prior.    I've been unable to get this to work.  It keeps returning the current year rolling 13 period data.I'm fairly new to OneStream.  Is there an easy way to complete this? CV Row template where I am trying to over-ride.CV Column: 

Dear Community,we have requirement to remove the zero from empty row when it is displayed in excel format. As shown in the picture for empty row "0" should not present. Any solutions to this will be much helpful.Thank You.

Is there any way to format a number for the FORMULA DRILL DOWN to show as more than two decimal places or format the output as a percentage?  I have some factors that are applied against another account that need 4 or more decimal places to look like they calculate correctly.  In the example below, the number should be .0588.

I am building a data adaptor for journal entry information using  command type: Methodmethod type:journalforworkflowunit query:{Cons}{Actual}{2022M9}{All}{JournalStatus='Posted' and UD7name='CONS_ADJ'} i would like to be able to pull multiple months of journal but it seems that the query only accepts single month values as the third filter. it there a way to pull all months prior to and including my filter) like 2022M9.allpriorinyear

Originally posted by Andrea Tout7/2/2019 Has anyone ever had a data source that is two columns for the amount and they have to be added together in the file *-1? 

Dear Community, Can we export a hierarchy/hierarchies into a relational table? For an instance if I want to export the complete hierarchy of any Dimension into a table view format whether it will be possible?  I could see we have a Load/Extract to extract the metadata for a hierarchy, is there any other way to showcase or export into it in the form of tables? 

Hello All,We've created a cube view to which users can submit weekly numbers & commentary using excel cube view. The intention is to provide them with about 50 rows for commentary (Not all rows would be used each month). Hence, we intentionally want to keep blank rows without suppression for users to enter data. Is there a way for the blank rows to not automatically suppress? Every time we hit refresh all blank rows disappear.We tried to toggle suppression settings in preferences to 'False' but no luck. Any help is appreciated!

Do comments consolidate up to parent entities via new functionality or does the below method of creating a dynamic member need to be utilized in order to consolidate comments up to parent entities?Finance Dynamic Calc: Annotations Consolidations - OneStream Community (onestreamsoftware.com)

We seed actuals into the monthly forecast, but headcount isn’t pulling over and we’d like it to for reporting. I found where the business rule is for this process and can see it is currently set up to just pull Income Statement accounts.  I just don’t know how to update/change it to include headcount (our headcount is a statistical account).  

Hi Has anyone used a data adapter using the WorkflowStatus method type? It generates a field called TotalStepCount. The number of steps usually equates to the number of steps in the Workflow Name, but not always: I understand that this is because a single step in the workflow name can actually represet multiple steps (which are included in the TotalStepCount), but I think this is context dependant - i.e. varies depeding on the other steps in the workflow. Does anybody have a way of seeing exactly which workflow(name) steps are being counted in the TotalStepCount field?

We have a dashboard with a button that displays a dialog for user entry.  The base dashboard has a cubeview that needs to refresh based on the values modified via BRApi.Finance.Data.SetDataCellsUsingMemberScript() calls.  We are using a XFSelectionChangedUIActionType.CloseDialog task result to close the user entry dialog.  Is there a way to programmatically refresh the base dashboard?  

Hi, I'm building a Forecast template which brings in Actuals for the YTD periods, and the future periods are form inputs. The actuals are based on all stat entities, rolling up to a Parent (let's call it M_GROUP). They are all tagged with a UD1 Region code, "MEA" for example. To input Forecast, users post by Region so regional entities have been created, such as M_MEA. The issue I have is that the Group Total columns do not update to include the base entity data once a user has submitted their input. I can Force Consolidate, and this works, however I would have thought a simple consolidate would also update this? Where it is highlighted green, this has been force consolidated.  Red highlight, I just used the consolidation button. My preference is to have it as user friendly for basic bookkeepers to see their totals without having to force a consolidation.  The form looks like below:Does anyone have a better method to input forecast data using the spreadsheet me

Hello Team,We are in planning of upgrade from lower version to higher version and looking for best and stable version with out any issues.Also could you please guide us best planning approach to implement this activity.Thank you. 

Hello - we recently updated the stored values in the Percent Consolidation property in several large entity hierarchies, so there are 3 stored items with different time periods for each child. We found today that when we pull data using a YTD view, whether in the Excel add on or a cube view within the Windows application, the consolidated numbers on the parent do not match the children when the latest stored value is applied to the child data. However, we did find when the view is changed to Periodic the consolidated parent data matches the product of the child data and the current Percent Consolidation. Is this issue related to the Consolidation View on our Actual scenario? Its currently set to Periodic. If this helps, our Consolidation Algorithm Type is Standard.

I need to test if a workflow channel is locked in a BR before performing the BR actions.  Can I test if the channel is locked?  How?

Hi all,I need to make a calculate icon in a dashboard visible based on the form status. Based on another post in the forum to check the workflow status, tried below script to first check the workflow status and return true if completed and false if not completed.It throws error message as "The given key is not present in the dictionary".Kindly enlighten on the reason for this error message and on how the form status can be checked. Thanks

Hi, I have a Cube View where I expand accounts to report on columns using a parameter (each parameter choice generates three different columns, but all regarded as Col1). This is a specification of what is reported in the Balance sheet on two specific accounts.Parameter has choices: AccountA, AccountBAnd the report shows AccountA1, AccountA2, AccountA3 or AccountB1, AccountB2, AccountB3.I want to add a row which retrieves data reported in the balance sheet so I can reconcile the reporting in this form/CV against the balance sheet.Do I have to create a business rule for this and if so, how?I want row3 to show either AccountX or Account Y based on if I have chosen AccountA or AccountB in the parameter.