Discuss the features and functionality of OneStream.
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Hello,I was wondering if it's possible to change the workflow year to show FY20XX instead of just 20XX. In our legacy system we used FY20XX as our current year and we would like to continue with that style. I cannot seem to find a spot where to change it but I've seen images of other workflows with the year showing FY20XX. Thanks, Will
We're trying to export a Form into Excel and we are receiving the following error. Has anyone had this error when trying to export a form into Excel? Thanks
Hello, I have a cube view that is driven by the workflow. In this cubeview the user sees base level entities as columns . This is achieved by using the synthax E#Root.WFProfileEntities. At the same time I would like to add a column that totals those base level entities to see what the totals are at the parent level. Does anyone know what the syntax is? Thank you in advance for your time.
Hello Everyone, Is there a way to force the composite expression to run before the One To One Rules ? i am trying to run a complex expression to override values coming from the Source Data. but the One To One Mapping is triggering the mapping, what i want to Select all BS accounts from source based on the Target mapping , and import UD2 as a None Value . Instead what is happening is that all the BS accounts with UD2 value are being Mapped based on the One To One mapping i did for the PL Accounts. and i only want the PL accounts to have a UD2 Value.
Could you confirm if it is possible to apply Security when using in an application the EXTENDED DIMENSIONALITY: It means, if we want that Corporate cannot create new users for a specific LOB, or create new companies or accounts or manage access rights for this LOB. It is possible to restrict to Corporate all these options? Many thanks
Hi Team, Could you please let us know if it's possible to use the function math.pow in a databuffer? and if yes, which is the correct syntax? As for example Dim resultDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("Math.Pow(($sourceBufferMonthlyRate),$sourceDataBufferResidual)") or maybe in a api.Data.Calculate function? Thank you in advance! Giorgia
Hello,Well, the title is quite explicit 🙂I am trying to avoid the standard workflow panel as often as possible. Right now, I would like for the user to select the workflow profile just by clicking a dashboard button component and access this menu : Is it possible ? Regards,
Hi, Does anybody have a example of an business rule to import data from Sage with an API?
Hi, ParamA will be a multiselect combo box and the same should be passed to business rule as well. May I know how it can be done? I'm passing the parameter in calculate button, then DM step and then to BR. Calc button : {seq_name}{ParamCC = |!ParamA!|} DM step: {|!ParamCC!|} BR: Get value of ParamCC Need suggestion on how should it be passed if parameter is multiselect. thanks
Originally posted by Rahat Fatma Hi I am trying to load data into BI Blend cube but getting this error while table creation. "BI-Blend base data does NOT match any Aggregation Base Members." Where do I need to look to trouble shoot the issue.
Hi everyone, I need to retrieve the account name from a certain line in a cube view in an XFBR rule. So, it boils down to the need for an api.Pov.Account.MemberId XFBR equivalent. Is there anyone that can help me with this issue? It seems so simple but I cannot figure it out. Thanks! Floris
Hi Team, The user unable to login into OneStream application. We have verified that all access has been setup. But, after clicking of "External Provider sign in " we are facing the below "500 internal server error" Thank you Regards, Praveen
OS Version 7.3.3My files are stored in a Named Workspace, "Finance WS"I want to open a file stored in Finance WS. How do I get the workspace guid to accces the file? Dim guidWs as Guid = ???BRApi.Dashboards.FileResources.GetFileResource(si, False, guidWs, strFilename)
Is there a way to make dashboards stop refreshing every time you navigate to another tab in OneStream and then come back to the dashboard?
Hello, If I wanted to build out a driver based forecast in OneStream, are their any trainings or webinars that can explain that process?
Looking for some guidance with using the attribute field. I think I found a limitation with using it, but I am hoping it’s a simple fix and not a legitamate limiation. Scenario: creating a cube view where the first few rows are drive by account, the next several lines are driven by UD4 and Account. UD1 (departments) are driving the columns, except for when it comes to the rows that are driven by the UD4. At this point we need to use the UD4, Text 5. To do this, we created UD8 members that pull in attributes based on the UD4, text 5. The cube view: Rows are the UD4 and accounts. The columns are UD1 but we have row overrides for the rows that need to be driven by the UD4 text field. The row override pulls in the UD8. This works for the first few UD4 attributes being pulled. Then it just stops after roughly the 4th parent member under UD4. I can force it to work but adding in a column override (I don’t know why this wo
What is the difference between 'drill down' and 'drill back' functionality? is it just the matter of different names refering to the same function? thank you.
1. I am trying to export as trx for the derivative rule with a business rule in it. 1a. Once it exports, the exported file doesnt have the business rule name in it. (OR)2. Exported the rule as xml via application export and then opened it in the excel file as XM table. However, once i add rows below it and then try to export the file -> It says cannot export. How to insert multiple lines in the excel and get tehm exported as xml for onestream input ?
Hi, I have a matrix data source matrixed on Account. Sample below. One of the Account fields is a Date that I need to convert to a Long to store. I can do the conversion but not sure how to target the value to convert when in a matrixed data source. If it were a delimited data source I would use: Dim sDateField As String = api.Parser.DelimitedParsedValues(6). Is there a way to identify the value in a matrixed data source? thanks Greg Code1 Entity Account1 Account2 Account3 Test1 Entity1 1/1/24 0.025 0.5 Test2 Entity2 5/1/24 0.025 0.5 Test3 Entity3 3/1/25 0.025 0.5
Hello, We are using the Excel - Addin and made some templates to work better with OneStream. It worked great, however we found that the users sometimes have the error of clicking "Submit Workbook" instead of "Refresh Sheet". We tried to customize the ribbon to separate them but it is not possible because the Refresh and Submit button are in the same tab ("Data"). Is there a way to modify it? Is it a common mistake? Thanks for the attention and best regards,
If an API and a BRAPI accomplish the same action, like returning a text field from an account, a developer can use either without consequence in a Finance Business Rule. 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
Hi All, I am getting this error "The SMTP server requires a secure connection or the client was not authenticated. The server response was: Authentication required" while trying to Use BRApi.Utilities.SendMail using the ConnectionName as "OneStreamEmail" Thanks
I am trying to use the the GetDataCell function for both Rows and Column and the math is not working. For the row, I am using GetDataCell to sum several G/L accounts. For the columns I have Actual(C1), Budget (C3)and the 3rd is a GetDataCell (C3) to take the difference between Actual and Budget. I am not getting any errors but the Variance Column (C3) is returning the value in the first column. Its as if the second column has a zero loaded.
I am trying to create a Cube View that has 2 GetDataCell formulas. The formulas work separately but if I add them both to the same Cube View, one will not work. I am using XFBR in Columns (Time) and GetDataCell in Rows (Accounts). Is there a way both formulas will work in the same Cube View?
Hello, For a project management perspective, I would like to use the Gantt component in a dashboard. The documentation only explain that we should use XFGanttTaskCollection for that. Are there any implementation that have been using this component, any documentation to share about it ? Regards,
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