OneStream Platform Forums

I would like to reference in a BRAPI rule text stored in the workflow profile's Substitution Text Settings.  Can someone provide an example how to do this please. 

Hi,I need the excel add-in. Can you please help me with the same.Thanks  

It is possible to create a multi-grid report where two grids are displayed in one page. Question Credit: Andrea Tout 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

Hello,I'am newly at OneStream and now I have a requirement from a client:- They want to import, automatically, files that will be data source of a Workflow Profile = import;1. Those files are on FTP (FTP connection), that means that I need to add on the current application server, a connector type = gateway, right?  Also, what I need to define on the connection string?2. Then I need to create a BR for the connector;3. Since the files are "delimited files", so on the Data Sources menu, I need to create a new Data source - delimited file and map the columns to the correspondent dimensions that exists in OneStream right? Also, on the connector setting option, I need to assign the delimited file to the BR connector that I created previously, right?   4. On the Workflow Profile, I will assign it to the new delimited file. Are these the correct steps?Thank you all.Ricardo  

Hi All,   I have created new Transformation Group and Profile ,If i try to link my group with Profile by using "Manage profile Members" icon i am not able to see the group name in the Available Groups list. Do we need to change any settings for that? Can anyone suggest?   Thanks, Dhanitha.

Hi, We will be setting up tables using Table Data Manager to store some filtered extract of application data. My question is how can on-prem folks access these tables? We were wondering whether we should just use on-prem database and use BR to extract the data to those on-prem tables. But this means we have to rely on IT to maintain those staging tables and access.  I prefer keeping the tables in Onestream app and give access to those tables. Thank you, Mikki

Is Application build for administrators course available in OS Navigator?  I have seen reference to the ABA course in  Administration Certification Exam Prep – December 2022 webinar, but can't locate the actual course link in Navigator. Thank you

Hi Community, I am trying to refresh on a quick view sent from another user.  The file will not refresh though it looks like it is connected to the quick views.  I am sure I am missing a setting or something but can't seem to figure it out.  Any suggestions would be great. Thank You

Hello All, Looking for a way to supress rows where there is 0s  (drilldown has some +/- which nets to zeor for the row in CV). I have supression on and it works for the rows where there is no data and 0 as expcted. now in my below screnshot you can see whole rows seems like it is 0s or No data. there are few columns where it will be net 0 but has data on detial level. is there a way to supress these rows somehow? Looking for a an example or some pointers to explore the solution.      

Hello,Currently a brand new customer and I was wondering if there's a way to automate currency loads from a SQL table to load into OneStream? We were told there was a way, but our consultants are telling us its not possible?Can it be done through a Workflow using Data Manager? Thanks,Will

Hi all, Happy New Year! Is there a way of extracting an active entity list from OneStream including Entity Name, Description, and Currency fields by using a data management job? Any ideas will be appreciated. Thank you!  

When trying to update another user's workflow view within OS, I'm seeing the following error. Replacing the current file with an updated xml works but I would like to avoid that if possible. Any ideas?    

Hi, I'm getting this error on different applications in my OS instance. Apologies if it is not relevant to this forum.

Happy Feb! how do I sync Prod with DEV ? We made a lot of changes to DEV over the past 5 months - but didn't upload all of our changes.  We are thinking of exporting a complete extract of metadata, Cubeviews, dashboards, datamanagement, DataSources to xml from DEV - then delete all metadata, Cubeviews, dashboards, datamanagement, DataSources before uploading our extract to PROD?  Both servers are in different physical locations and therefore have different firewalls. Is there an article regarding life-cycle management for OneStream ?  

I have a business rule that requires referencing aggregated divisional (entity) data several times over the course of the rule.  Base level entities run their rules and at a point in the rule, the entity needs the aggregated divisional result and so a consolidation to division. Can the data management jobs for consolidation have the consolidation filter set to C#Aggregated and the rule get the correct aggregated divisional numbers from the consolidation?  Or, is C#Aggregated only for data reporting?  Does the rule POV need to use C#aggregated when referencing divisional entity data or can this left out of the rule?  I have run some tests and the answer seems to be yes, DM jobs with C#aggretated produce data that can be referenced in rules and no, the rule does not need C#aggregated in its divisional entity POV.  Can anyone comment on this more?  Thanks.

Hi. I've created a multiselect parameter where the selection will be passed into another parameter. Param1 -> Multiselect combo box(Eg: Level 2 members selected as "US" and "ASIA") Param2 -> Should be populated based on the Param1 selection(Eg: Level 4 members "NY","PH","AZ" of "US" and "IND,SG,TH" of "ASIA" should be listed) Below options dint work. U1#Root.List(|!Param1!|).Base U1#|!Param1!|.Base Need suggestions

We have a requirement for ALL users that log in, to acknowledge a set of system messages before gaining access to the application.  Other off the shelf applications have this capability built-in.  If it does not exist in OneStream, would the best approach be to create a dashboard and make that the home page for all users?

Hi, how many periods can be loaded and validated at once?  I have the need to load 360 periods, but I seem to be getting timed out. thanks,Greg 

Hello, Is it possible to modify datamanagement job description on the fly ? We want adding more info for monitoring issues.  

Hi all, I created a workflow Import profile with the Workspace/Import/Validate/Load steps. Inside the Workspace step, I added a Dashboard that has a button, which, in turn, has an Extensible BR that executes the following:Downloads a file from an external source and leaves it in the file ShareAfter that, this file is imported with the Import step through a Dashboard Extender BR called from the same Extensible Rule, which Imports, Validates and Loads the same workflow profile.I would like to see the Taskbar progress and also to automatically refresh the workflow profile status:If the button launches the Extensible Rule, I see the Taskbar progress but the workflow status is not automatically refreshed.If the button launches the Dashboard Extender BR, the workflow is automatically refreshed but the Taskbar progress is not shown.Could we have both functionality? Have you seen it before? If yes, could anyone send me an example of the code us

Hey Experts, I am trying to read the Datacelldetail line items. thought of using Method query but not able to filter it based on UD filter criteris. does anyone know if it is possible? whats the systax to make it work. In below example I am trying to filter and get all the rows for UD1 DL014. when I run the query it gives me erything for that Entity,Scenario and Time. Appreciate the help.    

Which CV format section or POV setting will allow me display account number and account description together?  Currently only the account description is being displayed.   Need to see: 10000 - Cash Current settings: Cash   Thank you,

SOURCE: CHAMPIONS Does anyone know if we can call the Refresh Workbook function using VBA? I’m looking to introduce a button on worksheets that performs the Refresh Workbook option that’s located on the OneStream XF ribbon.  

Hi,We are seeing the below issue on data load process.we always see the last file uploaded, it seems if you upload another before one is deleted.If you upload another file you will see only that one and not the rest of the files.We want to see the all upload files .Please suggest.Regards,Rk

Hello, I have a Book in OneStream that generates the following: The book generates the following excel with data in each tab (without the index tab), I add the index tab manually with the Hyperlink code   In the Index tab, I have manually created a code to put some hyperlinks from the Excel frame.     I would like to know if it is possible when generating the Book from OneStream I can create a code so that the Hyperlinks are made at the same time that OneStream generates the Excel from the Book and not manually create a macro from Excel after generating the books.   Thank you a lot team