OneStream Platform Forums

What alterantive solution you have build for Workforce Planning. I don't want to use People Planning Market place solution. 1) Run calculations inside the cube by storing all employee information. 2) Relational Table + Cube. Can you give me a top level design where i can start with ? Thanks!

Hi All! We had gotten an ad hoc request to give certain access and restrictions to Preparer Users and Approver Users. Where the Preparer can complete workflow and revert workflow and the Approver can only certify in the Workflow profile. We have been able to successfully achieve restriction on completing workflow for the Approver but not able to restrict them from stopping the Revert workflow. Even after placing conditions to stop the revert workflow the certify is also getting restricted for the approver.below is the code without any restrictions for Revert workflow for now.  if anyone has resolution for this it will be greatly appreciated.  

Originally posted by Jill Balke I am looking to do a conditional formatting that would return a result based on a cube view showing both a variance dollar amount of over $4m and over 5% which are in two different columns of my cube view, and I haven't been able to figure out how to look at data in more than one column for conditional formatting yet.  Would this be possible?

Hi All,In HFM we can extract data from one application/Instance and load it into another application using the data load option (.dat file). Do we have a similar feature where we can extract data from one OneStream application and load it into another application/Instance?Thanks,Anand Thota

Hello,I have a very peticular situation, where the parent workflow is validated and finalized, while the children are not !Now, I can't validate any children workflow, because the parent is already validated...Do you have anything that would help re-initialize the workflow, whitout having to remove all data ?Regards,

Hello, I have a calculated column in a cube view, using CVC referencing another column.    This works and is showing the number from the other column.    Rows are a dynamic member expansion. I would like for the calculated column to only show a value in rows that have a specific member name. So I'd like to add conditions to the CVC  Any ideas?

Hi, Grateful for help. I am trying to expand a member in the Account dimension. I want to expand all children that are base members.A#MyMember.Children.Where(HasChildren = False)Above is the formula I am using, but it doesn't work. If I enter False, then all accounts are shown (even calulated members/parents) and if I enter True then all rows are suppressed, I get no result at all.

We have a cube view with Entity Hierarchy in rows displaying values in local currency at the base level and USD at parent level. columns are CY Amount, PY Amount, Variance, Variance %, Currency Change Note - Currency Change is always reflected in USD(both at base and Parent Level) Formula for currency change = (CY Avg Rate - PY Average Rate)* CY Amount (conversion to USD) Problem Statement  Currency Change is displaying correct values at the base level entity, but when rolling up its showing a 0 because the CY Amount at Parent level always shows in USD so the conversion rate by default is 1.   I am looking for a solution to have the Currency Change apply only at the base level and the parent should be a rollup of the base. see screenshot below. Looking forward to some inputs here!      

Hi, We have a cascade entity structure, where one of the sub-elements consolidates up to a certain period, and after that period the other begins to consolidate. Entity A1 has an investment in Entity B11. Consolidating 2019M12, the application calculates an elimination of consolidated reserves in both parents Entity B1 & Entity B2, regardless of the fact that Entity B2 does not consolidate until 2022M8. I would like to know if anyone else has had a similar problem and has been able to solve it. Thank you, Sara

In a Spreadsheet (TableView) business rule, I am trying to reference the view created during the load of a BiBlend Star Schema. In our case when I create the BiBlend Star Schema tables, I also see that a view is automatically created that links the dimension tables to the fact table. I would like to read this view as my datasource for my table view. I added the line the following line:     sql.AppendLine("FROM vBIB_OneStreamDevelopment_COPA_AnalysisImport_COPA_BiBlend_2023M6") When I open the Table View in the OneStream spreadsheet I get the error message "Invalid object name 'vBIB_OneStreamDevelopment_COPA_AnalysisImport_COPA_BiBlend_2023M6'. I can read this view using a Data Adapter without issue, but when I embed in a Table View rule I get the above error.

Hello OneStream Experts, Our consultant team has build custom Seeding dashboard for us to seed data but I would like to add confirmation before my admins click on seeding button to make sure they got source and target right.   Do we have anything in OneStream where I can have msgbox or some kind of message to double check source and target section?   Saurin

In this Cube View I'm building there are multiple columns - some of them amounts and some percentages. I tried to put the percentage and decimal formatting for those respective columns in the column cell format. However, that formatting is being overridden by the row formatting. I'm trying to get the cell formatting to do no decimals and no percentage signs for the cells that don't need it and decimals and percentages for cells that need it. Please provide some guidance! I attached a screenshot below:  

Hi All, We have a technical blocker for one of the report in our planning application. This report has UD2, UD3 and account as parameters. On the dashboard, this report appears fine when user seamlessly selects the parameters from the interface. There is some dependency between these user selection options which is handled through XFBR rule. For a specific UD3 member, a certain list of UD2 members will appear for selection, for another UD3 member a different set of UD2 members will show up and so on. We have the same report available as an offline report having the same cube view connection. In the spreadsheet, this dependence is causing a blocker and parameter pop up for UD2 appears blank showing no options for user to select values. Kindly guide us on how this dependence of parameters can be handled in the spreadsheet having the same cube view connection.

Hi everyone,   I have some blank rows in my reports, and I wondered if I could make them smaller than the default row height. In the cube view report, there is no option for setting the row height, so I considered setting the font size to 1. However, this doesn't change anything. In the reporting options, you can set the row height. However, setting it to 1 doesn't seem to do anything. No luck either with the font size. Question boils down to: Is there a minimum row height? Any answers are much appreciated. Thanks! Floris   

Hey All. I have a cube view for a client that contains a decently sized row count. I don't really understand why Data Explorer will only format the cube view to have 4 rows per page. Does the red paging mean anything?

Hi, Is it possible to bring in two Scenarios in a QTD column that are not Quarterly periods like M5 or M7 or M10.For example if I use Q1 by default it will be March period and for Q2 it will be June. But if the user wants to pull in data for M5, In Q2 column can we retrieve two months Actual (M4 & M5) plus One Month Forecast (M6)? Or if the user wants to retrieve data for M4,  can we retrieve one month Actual (M4) plus Forecast (M5 and M6) for Q2 period. Please advise if there is any function to retrieve this in Quarterly Periods or if we need to create a business rule for each quarter. ThanksSamuel

Hi Experts, i am trying to read the line items from celldetails. I think i get the sytax of BR functions it compiles fine but getting  "Object reference not set to an instance of an object." error so something is wrong with script? I am able to read Cellamount just fine using the Member Script. Requirement is to get the cell detail in the report along with amount.    Below is the line from the code: LineItem = BRapi.Finance.Data.GetDataCellUsingMemberScript(si,"AUM","Cb#AUM:E#RevAccComments:C#USD:S#RevAccRecon:T#"+ FYQ +": A#MGMTFEES:F#CQ_MGMT_FEE_REV:O#Top:I#None:U1#None:U2#None:U3#None:U4#"+ Product.Member.Name +":U5#None:U6#None:U7#None:U8#None").DataCellEx.DataCellDetail.LineItems.LineItems.Item(0).Classification   any ideas on why this is not working? 

Hi all: I would like to reference the Cube View name in a Business Rule as part of the Cube View structure.  My current assessment is that this is not possible but thought I would check with the community to see if I've missed anything. The goal is to manage all our Column Shares and Linked Drill Downs in a centralized repository which allows us to utilize common parameters on all reports.  This greatly simplifies both report writing and maintenance of these features across a wide swath of reports where the same column shares and linked drill downs are used. I have the custom tables, prototype business rules, and parameters all working with a hardcoded cube view name. The next step would be to make it dynamic by referencing the cube view name itself.  Again, it doesn't look like this is possible but wanted to check if anyone has an idea for making this work.  My assumption is that this functionality would work in a dashboard where we have more control with load even

Hello, I'm attempting to leverage the UD8 Compound Annual Growth Rate (CAGR) business rule as a dynamic calculation.   The formula works great on most intersections, but I keep getting this error message on certain intersections: --> Unable to execute formula for member 'xxx'. Value was either too large or too small for a Decimal.    Does anyone know what is causing this our how I can overcome?  Even a single intersection error wrecks my cubeview presentation as you can see with the attached image.   I'm able to recreate the math in excel and the result doesn't seem unwieldy, so I'm not sure how to resolve.    Thanks, SeanUD8 CAGR Business RuleError Message being thrownMath - highlighting intersection with error via a QuickView  

When viewing the Intercompany Matching Summary Page on a WorkFlow, the Status Flag Filter is showing only filenames (not "Pass", "Fail"). Does anyone have the answer to how to fix this? 

I am working with a client the requires the first row of each section of their reports to have a dollar sign.  No other rows in the section (outside of the total) need a dollar sign.  The cube view also has row supression on which means the row can and will change depending on the account, time and entity. Has any one encountered this before?  

Running a report and the company's logo is appearing on the left top corner and I would like to hide that, just not sure how.

Is anyone else seeing errors when compiling BRs that Imports the WinSCP assembly after the upgrades were applied today?Seeing this when compiling:1) Error at line 69: Reference required to assembly 'netstandard, Version=2.0.0.0, Culture=neutral, PublicKeyToken=cc7b13ffcd2ddd51' containing the type '[Object]'. Add one to your project. 

Hello All,    I am trying to create a cube view or report if necessary to list our active Entities. I've been able to filter by "In Use", but we also need to include the Member Property of "ReadWriteDataGroup" where its set to "Administrator".  Is that even possible or would a Business Rule Member List contain the arguments necessary? Thanks for any suggestions!

The below finance rule will sort the members in my case it is entity and it will take the parameters in the Cube view. '*******************************************************************************************************************'Parameters in the Cube View'E#Root.CustomMemberList(BRName=MemberSort, MemberListName=AscEntSort, Memlist=E#[Legal].DescendantsInclusive)'********************************************************************************************************************         Dim Memberlistname As String = "AscEntSort" Dim MemberListstart As String = args.MemberListArgs.NameValuePairs.XFGetValue("Memlist",Nothing) Case Is = FinanceFunctionType.MemberList If args.MemberListArgs.MemberListName = Memberlistname Then Dim objMemberListHeader = New MemberListHeader(args.MemberListArgs.MemberListName) 'members into the list Dim objMemberInfos As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(