OneStream Platform Forums

I am trying to figure out the best way to embed my monthly OneStream reports into PowerPoint presentations.Do I need install the add-in and have tasks created in task manager? or can this be done through the creation of an extensible documents?Thank you for any help or suggestions,Ricky

If you encounter an Amount field that has spaces as the thousands separator AND includes a DR/CR indicator (e.g. 12 345 678 D) then you'll need this to parse the value: Dim strRawAmount As String = api.Parser.DelimitedParsedValues(4) ' Zero-based and adjust for your columns! '----------------------------------------------------------------------------- ' If not empty then remove space separator and interpret D/C indicators If Not String.IsNullOrEmpty(strRawAmount) Then Dim strAmount As String = strRawAmount.Replace(" ", "") ' 12 345 678 D becomes 12345678D Dim strDRCR As String = Right(strAmount, 1) ' D or C on end of string? Dim dAmount As Decimal = Left(strAmount, len(strAmount) - 1).XFConvertToDecimal ' Strip D or C and convert to Decimal '----------------------------------------------------------------------------- ' Did conversion to Decimal work? If IsNumeric(dAmount) Then '

Hello- I'm trying to load Headcount into our Finance model as a statistic. The table has no not data fields, just people records and emp ID. When I try to put a "static value" override of 1.00 in the "Amount" source dimension, I get an error stating no data records were found. Any help on how I can load # of records to the "Amount" in the Data Source? This is a Rest API connection to UKGThank You!

 Seeking to improve efficiency for user management and security/audit review processes. The OneStream application is accurately showing the user assignments but it's only available in the OneStream application itself and the GUI is not very flexible in viewing the out of the box forms. We have already installed the marketplace solution "Security Audit Reports" which improved our capabilities through a user dashboard and different reports with user details, but it is also only in the OneStream application GUI. As a workaround we have been using the Load/Extract option to pull an XML file and manipulate in Excel. 

How to customize the OneStream Excel Addin Ribbon.     In Excel, go to File > Options Select Customize Ribbon Select Main Select the OneStream Tab on the left – that is the source of all the buttons Select the Onestream Ribbon on the right – that is your target customization Move the buttons you need from left to right. You can create groups for your menu too.   If you want to separate the Save and Refresh, you first need to Remove it and then recreate it. Like shown in the screen above. You can then create a ribbon like below where I separated the Data Refresh vs Data Save. Unfortunately each user has to do that.  

I have a requirement to display two logos in the report. The first logo indicates main parent entity and the second indicates the child. I tried exploring multiple options but, couldn't find anything positive. So, is there any way/OneStream allows more than/multiple logos that can be displayed in the report? Or Is there any logic that can be built in the Business Rule (BR)? 

Im trying to create a workflow Event Handler that kicks off when lets say a period is locked April 2023 will then kick off a stored procedure that copies data from a table leveraging the wtk of the locked period.  

Summary Is there any documentation and/or sample code showing how to use the new "dbWheres" argument in a LookupRowFieldValue() function? Detail In version 6.8 (maybe earlier), if you use .LookupRowFieldValue() with your criteriaExpression (i.e. - your where clause) as a string you get a warning that this syntax is obsolete. It still runs, but obviously we shouldn't use it going forward. So, something like this now throws an warning: .LookupRowFieldValue(si, dbLocation, tableName, criteriaExpression, fieldToReturn, defaultValue) .LookupRowFieldValue(si, dbLocation.Framework, "SecUser", Name = 'Phil Brosnan', "Email", String.Empty) OneStream wants you to use a new Syntax that replaces the criteriaExpression with a list of where clauses in a dbWheres object. .LookupRowFieldValue(si, dbLocation, tableName, dbWheres, fieldToReturn, defaultValue) Unfortunately, there is no documentation or examples on what a dbWhere object is, how to create one, or how to pass that dbWhere object into your

We upgraded to 7.3.3 and noticed that grouping that are created in excel is disappearing when we refresh the quickview report in the excel add in.  If I refresh the report in spreadsheet application, the grouping disappears but at least it is hiding the columns/rows that were grouped.  Has anyone noticed this?  Is there a fix or work around for this?Thanks 

Based on the XML, it looks like I need a reference to the OneStream.Shared.Wcf.CubeViewItem object that contains the CubeView.  The CubeView object doesn't seem to have a property for it's Name.Does anyone know how to get the name of the Cube View currently calling a Cube View Extender from within the extender rule?  

Hello, For Planning we use a scenario of type Model, on this scenario I do not find why consolidation on Revenue accounts is not working. The translation is working, but it does not aggregate or consolidate to group level. For accounts of type Flow (for volumes) it does work. Setting on the account is: Is Consolidated (Regardless of Formula Type), no formula is active on the account. Apart from that it happens also on asset accounts. I checked the Business Rule for consolidation, but couldn't find anything related to scenario or account. Any hints where I could look would be much appreciated. Kind regards Ben  

I have a BR that copies Actuals scenario data to a planning scenario (Mgmt_Actual).  It copies Post close adjustments that only exist for USD->AdjInput in Actuals from/to the USD->AdjInput and like Actuals there is no local data in the Mgmt_actual scenario.  I then try to copy the same data from the Mgmt_Actual to a forecast scenario.  But the calculate data writes to the Local->AdjInput (consolidation/Origin) member, not USD.  And when I run a consolidation it calculates USD with the Origin member AdjConsolidated.  I'm using the exact same code to copy (calculate)  the two scenarios.  Any ideas why one calculates USD->AdjInput, yet the other lands at Local->AdjInput? 

  Does the api.Data.GetDataBufferUsingFormula("FilterMembers(...)") only get cells that have values?  Is there a way to create a data buffer with empty cells?  Use case:  We need to to cycle through an account hierarchy and populate each base account with data from an intersection of a specific Account, UD2, UD3, and UD4 that are defined in the text fields of the particular account that is being populated. The other dimensions of the data buffer are limited to a single member (i.e.":V#YTD:F#End_Bal:O#Import:U2#000:U3#0000:U4#0:U5#None:U6#None:U7#None:U8#None")  

Hi, We are trying to setup REST API by following the OS documentation. Here we are using Azure as external authentication provider. We are able to get the token successfully, but passing back to the OS fails. Please advise on how to resolve this. Below the error message in Postman, "Error processing External Provider Sign In information. Token Validation Failed. IDX10214: Audience validation failed. Audiences: '00000002-0000-0000-c000-000000000000'. Did not match: validationParameters.ValidAudience: '3ace3d44-xxxxxxxxxxx-2651d589213e' or validationParameters.ValidAudiences: 'null'"

Hi All, We have 8 sibling Import workflows under one parent(Base Input Type Parent). We have one entity that's being used to load data in all 8 import workflows. Because we have good volume of data and multiple users loading the data to each workflow, whenever someone try to load the file through any workflow it is processing Load Cube for all remaining workflows as well and this process taking long time. It seems to be expected behavior of workflow design but Is there any recommendations that I can try to reduce the processing time ? Any suggestions would be much appreciated.Thank you. 

New install of 7.3.1.WebServer on one machine.  AppServer on another.When I attempt to access any of the WebServer pages, I am prompted with a very odd login page.The only fields on this page are a missing header_logo,  username/password fields and a login button.I tried to log in with the default Administrator password and it says "The password was reset and needs to be changed."  I have not logged in to OneStream yet, so the default password should not have changed.Since I cannot access OneStream, I am not able to reset the password.I have no idea where to start looking to resolve this one.Any help would be appreciated.Raymond

Hi, does anyone have a clue on how to use the Binary Array facility inside the Image component in a BI Viewer? I couldn't find anything in the documentation apart a simple mention. How do I actually load image files inside this Binary Array? Thanks 🙂  

Hi,I created a cube view group in the in the application and it works fine. I placed it into a cube view profile so I could then pull it into an excel workbook via the onestream add-in. This also worked fine.However, now when I go to refresh the data, as this will be a monthly report, the cubeview is not connected and everything is essentially hardcoded. What changed to cause it to go from a living report to not connecting to the data base? 

Hello Experts,  I have a requirement of calculating Cash_ADJ based a sum value of 2 different buffers.  If the sum value is Positive I have to post a cash_adj with value from bufSrc2. Is it possible to filter Buffer 1 and write corresponding buffer 2 value to result buffer?  Or the approach has to be completely changed for this requirement?     If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then Dim destInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("A#Cash_ADJ") Dim bufSrc1 As DataBuffer = api.Data.GetDataBufferUsingFormula("A#Cash") Dim bufSrc2 As DataBuffer = api.Data.GetDataBufferUsingFormula("A#Loan") Dim bufSrc3 As DataBuffer = bufSrc1 - bufSrc2 Dim resultBuf As New DataBuffer () For Each newCell As DataBufferCell In bufSrc3.DataBufferCells.Values If Not NewCell.CellAmount > 0 Then Dim resultCell As New DataBufferCell(newCell) resultBuf.SetCell(si, resultCell, True) End If Next

Every dimension needs to be defined in each Data Source created. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

We are creating a Dashboard for data integration and to execute consolidations (our process is multi step) ... We are wondering the following:Is there a Dashboard template out there for download so we dont have to build from scratch?Can animated .GIF be utilized in a dashboard or just static images?

Hi All,   Can anyone help me with row Division Formula in Cube view, I have tried below one but getting error. Please suggest GetDataCell(Divide(CVC(Row7), CVC(Row2))):Name(CM%)     Thanks in Advance.

How to install the Golfstream demo application on cloud? I have downloaded the GolfStream65 references material from MarketPlace. After unzip it, it was some .mdf and .ndf files. Since I'm on the cloud version, I am not able to access to the server. What is the possible way to install the Golfstream demo on cloud version?

We are using XFString to present text on Cube Views in different languages. It is documented here: https://femsadev.onestreamcloud.com/OneStreamWeb/Help/Content/Design%20and%20Reference/Presentation/Reference%20Alias%20via%20XFString.htmI don't want to prompt the user for their language - is there a way to use the user's culture code and suppress the prompt?Thanks

Hi EveryOne!!!! Dim resultDataBuffer As DataBuffer = New DataBufferDim destinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("")Dim dataBuffSource As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(F#myF,A#XYZ.Base)") For Each sourceCell As DataBufferCell In dataBuffSource.DataBufferCells.Values BRApi.ErrorLog.LogMessage(si,$">> {sourceCell.GetAccountName(api).ToString} {sourceCell.GetFlowName(api).ToString}" ) Executing the code above I would expect to get base level accounts of node XYZ with Flow Member myF. However, I am getting the base level accounts but the Flow member is XFCommon. XFCommon is not even a Flow dimension member! Any ideas what I am doing wrong !? Thanks!