OneStream Platform Forums

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.

Hi,Does anyone know if it is possible to export a Dashboard to PDF on one page?I have a dashboard that incorporates a CV on top with two graphs in a BIV below.  I need both the CV and BIV components to export to PDF on the same page?  I have only been successful with exporting the components separately onto individual PDF pages.Any help is appreciated! Thanks!

Hi All,Ive got a problem with transformation/load cube workflow steps in our build, It has been in our applications for over six months (an older dev application has the same problem). This error doesn't seem to cause a problem in our data although may affect a dimension we put into our application for future use, I want to isolate it regardless. The error is an "Object reference not set to an instance of an object error" and doesn't actually stop the workflow step from completing, making it difficult to track exactly what is going wrong. It also doesn't flag when compiling all business rules being only apparent whilst running the rule. This error occurs on all the load/retransform steps I have tested although that doesn't help much as a lot of our transformation rules overlap.Id really like to know if there is a way of viewing which business rule is failing on running these processes but cannot fathom how, is there a way to do this? Thanks,Tom 

Is there a way to make parameters have multiple selections in cube views?

Hi,I want to use the XFMemberProperty in a cube view to call the number of no input periods in a scenario.  This isn't returning a number though or anything.  I get an error.XFMemberProperty(DimType=Scenario, Member=|WFScenario|, Property=NumberOfNoInputPeriodsPerWorkflowUnit))Has anyone had success with this?  I am not sure the property name to use here, what I have is a guess; variants of this didn't work either.Perhaps there is an easier way to get the last no input month into the time filter?  I want two columns, on would be the actuals YTD and include the T#YYYYM[number of no input periods], the second would use the same time filter but use the rest of periods in year time expansion.

Hi all,I'm working on a Dashboard Extender BR where different processes will be triggered depending on the button selected by the user on the dashboard.The BR is structured this way:The two parameters shown above (p_scenario and p_yearmonth) retrieve the value for Scenario and Period from the WF.Every time the user clicks on a different button, two variables are assigned the value of WF Period and WF Scenario as shown above. The process works fine for all of the dashboard buttons except one. When that one is clicked, the values of WF Period and Scenario are not retrieved. The two variables shown above are left as empty strings. Any idea what might be causing this? I'm using the same formula for all of the buttons:Dim Scenario As String = args.SelectionChangedTaskInfo.CustomSubstVars.XFGetValue("p_scenario")it works fine on all buttons except that one Thanks in advance for any help on this!

I am working on a report that shows YTD, Quarters and Months based on the pov.  The Year and Month works fine however for Quarters, when I pull a non quarter months I am getting the inverse of the prior quarter.  The formula I am using for the quarters is below.T#quarter(|PovTime|).allpriorinyearinclusive:v#QTD  

When running a book, sometimes the user will be prompted with a second dialog box. The first will include all applicable parameters for them to select. After clicking 'OK', a second dialog box will pop up that reads: "There are no additional parameters for the selected item. Select OK to continue." Only after that will the book run. What causes that second dialog box and is there any way to stop it from happening?

I have been trying to give a couple of our users access to the Database Page in the System Pane. I created a new security group named DatabasePageAccess (and SystemPaneAccess) and add another security group and 2 specific users to this new group. I then changed the security group on the System Security Roles for the DatabasePage System User Interface Role to "DatabasePageAccess" and SystemPane to SystemPaneAccess. Asked the 2 users to test it out. They were able to see the System Pane now but cannot see the Database page still. I have been going in circles and cannot reason why they cannot see the database page when I seem to have done it all correctly. Has anyone else ever seen this?System Security Roles Screenshot from User (does not show the Database page as an option)  

My CFO would like to be able to select a combination of children in our Department Dim and see our Net Income.  Is there a way to dynamically calc that value.  In the list below, he is asking if he can select to exclude IT from his query.  We use FXGets alot but could also work in a QV member selection.  Was wondering if maybe a BR could be created but not sure how to reference which to exclude in a FXGet.  Would think it would have to be on the UD8 Dim or something.  He wants to be able to toggle between different views.  ie What does it look like without HR and Finance.  Trying not to create a ton of Alt rollups in the Dim for all the different combinations.    Ex:  UD1 Total  BU's Plant BU's SGA BU's Finance HR IT ....

I set up a Hybrid Scenario with a Data Binding Type of "Copy Input Data from Source Scenario." I tried following the example in the Design and Reference Guide (below) for the Origin dimension, where the properties are as follows:      - Member Filters to Exclude: O#Top.DescendantsInclusive      - Pre-aggregated Members: O#Top=O#Import     When force consolidating, I get data in both O#Import and O#Elimination, but O#Top for my source scenario and hybrid scenario agree. Is there any way to only copy data into O#Import? As a side note, if I change Pre-aggregated Members to O#Top=O#Elimination, I only get data in O#Elimination. Thanks! Molly  

Dear Team,I'm trying to check if value of a specific column is <> 0, if isn't I would like to inform user by some kind of Message Box.I was trying to use SaveDataEventHandler, but the issue is this value is not inputted by user - it's calculated by UD8.Do you think there's any another possibility? Thanks a lot! 

Hi Experts,I have subsidiary entity where it needs to be consolidated 100% but with other line of adjustments as belowNCI calculation on equity portion/Share capital elimination.in HFM, We used to write on default consolidation rule first and then method specific rule on top of thisif same thing is to be applied in Onestream, can i follow as below ?If entity method is subs thenStep1 api.ExecuteDefaultShare() to consolidate every account 100% firstlyUser defined tagging=> Text tagging to Equity related accounts to pull accounts for NCI portion calculation.Step2 Text specific Source accounts are reversed with Minority portion(%) into Elimination member and same writing to offset NCI account into the Elimination member like HFM ??  

We worked with OneStream to set the Inactivity Threshold to 90 days but discovered inactive users are not automatically Disabled after 90 days - only flagged as 0 days of "Remaining Allowed Inactivity".  I'm assuming we could create a Business Rule or some other process that could query OneStream security data within the system to confirm users who meet the "Remaining Allowed Inactivity" = "0 Days" criteria.  Manual review could work as well but not preferred.Any suggestions on how this could be automated in OneStream?Thanks in advance.

The display of the parameter shows 2 Accounts selected but when retrieving the parameter in the business rule only the first one is passed.If I display the list box selections on the dashboard it shows the correct selections, comma separated.If a comma is in the string that is passed to the Business rule, only the information before the comma is recognized. If there is no comma, the whole string is recognized.     Label:Copy  '|!Prm_SourceScenario_QMC!|'  To '|!Prm_TargetScenario_QMC!| ' For  A# '|!Prm_SourceAccount_QMC!|' , T#'|!Prm_SourceTime_QMC!|' , V#'|!Prm_SourceView_QMC!|' , F#'|!Prm_SourceFlow_QMC!|' Button:{CopyQuorumToForecast_QMC}{Prm_SourceScenario_QMC=[|!Prm_SourceScenario_QMC!|], Prm_TargetScenario_QMC=[|!Prm_TargetScenario_QMC!|], Prm_SourceAccount_QMC=[|!Prm_SourceAccount_QMC!|], Prm_SourceTime_QMC=[|!Prm_SourceTime_QMC!|], Prm_SourceView_QMC=[|!Prm_SourceView_QMC!|], Prm_SourceFlow_QMC=[|!Prm_SourceFlow_QMC!|]}  &n

Hi Experts,I want to limit my cons member only to "Elimination". can I use "api.pov.cons.Name.XFEqualsIgnoreCase("Elimination")"

hello Team; I was using Reporting Studio for a 6.X version, now our environment was upgraded and download the client version (7.3.3) the Reporting studio is not in the package, I searched in OnePlace for the software but can't find it; does anyone knows where could I download? or it was disabled for new versions. Thank you in advance and Best Regards.Mario GV

I am going through the process of making an application multi-language. There is one area that I cannot work out and it is an important element: Certification Questions. I am using XFStrings to hold the translated text and this is then used on Cube Views, Dashboards, Confirmation Rules etc. Certification Questions do not execute the XFString function and there is no event I can find for building the Certification Questions form. Does anyone have any ideas?

Hi Experts,When do we exactly use DataBuffer1, DataBuffer2 in rules. while we have databuffer in api.much appreciate if one example can be provided atleast