OneStream Platform Forums

Hi all, I'm currently exploring ways to extract data from a Microsoft Fabric Lakehouse into OneStream. The obvious way would be to connect to the SQL endpoint just like any other DB. In this case, what would be the best authentication method? I've been testing it out with my own user on MS SQL Server Management Studio using MFA, and I have no idea what the best way would be to create credentials for the connection string in OneStream. In case connecting to the SQL endpoint with a connection string isn't a good idea, what would be a better practice? Thanks.

Hi all,so I'm running a Finance Business Rule through BRApi's ExecuteCustomCalculateBusinessRule method, passing a POV through its nameValuePairs parameter.Since I need to run it from a WorkSpace for a bunch of different DataUnitPK, I'd like to run them in parallel. Unfortunately it doesn't work. It seems to me that:The first launch runs with a POV passed in parameters (let's call it POV-A)The second launch sets its own POV (let's call it POV-B)if the first launch is still running - and that's natural for parallel execution - every reference to api object seems broken, since it refers now to POV-BDoes someone was able to parallelize the above mentioned method ?Thanks in advance for Your help RegardsFabioG

I've been working on getting up to speed with the various Genesis content blocks and am having trouble with the Cube View With Drill block. When I try to select a cube view, the tree view only goes down to the Cube View Group level, not the Cube View level. I was able to tweak a business rule to allow it to select a specific cube view, but then the drill doesn't appear to work when I select a cell to see the details. I'm certain there is data that can be drilled down to, but nothing changes when I click various cells. I've even tried setting the cube view to show a base-level intersection and confirmed that I can see a number that is the same in stage. Anyone seen this issue yet or have any troubleshooting tips?  

I have created a cv with comments for comments input and review.The comments are saved and viewed with success but I am missing the red flag on the cell where there is comment in the cells.  See below. According to feature video for cv with comment, there should be a red flag see below screenshot: What could be the reason it is missing?

Hi - Has anyone created entity readdatagroup using the below function  Dim objGroup As Group = Group.CreateEntityReadDataGroup() Any help would be appreciated 

Hi everyone,I have two attribute dimensions in my model that I use to filter Cost Centers by Region and Line of Business.The issue is that when I try to drill down on those cells to reach the Stage data using “Load Results for Imported Cells”, I’m not able to get to the maximum level of detail.I assume this happens because the system is filtering by attribute members, which do not exist in the Stage tables.Has anyone experienced something similar or found a solution/workaround for this?Thanks in advance!

In the basic dashboard courses, there are documentation suggesting the recommended naming conventions for the workspaces, maintenance unit and the respectives sub folders.  But in Genesis, I cannot find any.  I wish to get some idea for it for better structure and administering before starting using Genesis in our application.

Hi - Is there a consolidated list of available arguments that can be used when pulling a cube view in an extensible doc?This is the default value/example when inserting: "{XF}{Application}{CubeViewReport}{MyCubeView}" "Argument1" "Argument2"A populated example would be: "{XF}{Application}{CubeViewReport}{CubeViewName}" “IncludeReportMargins=False” “IncludeReportHeader=False” “IncludeReportFooter=False” “IncludePageHeader=True” “IncludePageFooter=True”Just trying to figure out if these are the only ones or if there are others since I'm having some trouble with getting it to display the way I wanted.Thanks!

Hi,I see a lot of micro courses of genesis but I could not see any documentation on the sequence to take them in order not to get confused.Does anyone has any suggestions? Creating a Genesis InstanceAdministering GenesisBranding the Genesis User InterfaceBuilding a Reporting Analysis Dashboard in GenesisBuilding a Form Using GenesisBuilding a Report with Commentary Using GenesisBuilding the Structure of a Genesis InstanceGenesis Overview and Installation   (I assume this should be the starting point)Foundation series - OneStream Genesis  (Starting point? or is it out dated?) 

Is there a way to default the format in a text box where rich text is allowed to something other than Calibri? it remembers the state of the component when I open a dashboard change it, save, and close the component but when I create new items from the dashboard the new items that get always default to Calibri. 

Hi Team, As part of V8 upgrade, I have uninstalled UI. and then loaded SV102 zip file for capital planning. But receive the following message. Any one experienced this and resolved?  

I have a source cube view that has a column for actuals, budget, and then actuals versus budget. Actuals versus Budget is just a simple GetDataCell(CVC(Co1) - CVC(Col2)).  However, there's a need from our business partners to be able to drill down into the variance for Entity.Base (source cube view is just Entity). My original attempt (Attempt #1) was to create a DynamicCalc UD8 to take S#Actuals - S#Budget but we have a handful of custom Accounts (A#) that aren't playing well with this approach.  However, for the accounts that do work the drilldown is working perfectly. My next attempt (Attempt #2) was to create a non-DynamicCalc UD8 (TestUD8) and keep the GetDataCell column on the source cube view but tagged :U8#TestUD8.  The problem I'm running into with this method is that the TestUD8 isn't getting passed to the linked cube view?  And I don't know why?  I have Attempt #1 and Attempt #2 side-by-side on the same cube view and Attempt #1 will pass the cus

Here's the scenario I'm trying to figure out: My main dashboard has 3 columns which contain 3 different dashboards.  The left and right dashboards are just for navigation and have a set width. I want the middle dashboard to be center aligned with the available space left over after the left and right dashboards are populated. Basically I'm trying to design the dashboard so that it's readable from a laptop screen but on a normal monitor I want the main section of the dashboard (the middle) to fill in all of the empty space and center align horizontally. I hope that makes sense? Thanks, Brandon

Hello, We are looking to create a form tracker that provides a global overview of the progress across all our entities, do you know if this is possible ?Headers = All our entitiesRows = all of our formsData = Text to see if the form is complete Thank you in advance for your help,Regards,Antoine

Hello,  We need an RCM report to tie recon balances back to OneStream for audit purposes. Has anyone created or knows how to build a report showing balances for child recs (without the balance for the associated recon) and balances for recons that have no child recs? The rcm database tables aren't very intuitive and a little guidance would be a huge help!   Thanks!

Hi, I'm aware that from the Validate workflow step, the full list of invalid intersections can be exported as in the picture below (right click > Export): The Validation messages are not included in the export. Is there a way to export the full list of validation messages together with the invalid intersections?     Thank you

Hi All,I am trying to export a cubeview using FdxExecuteCubeView, but I get every dimension even though my cubeview only shows 4 dimensions.  What is the best way to export a cubeview to retain its view.  I want to export multiple cube views and load them to a table so that I can have all of the cubeview data exported through one Data Adapter call via the rest API. Right now, I export one view I get 3 million rows, but when I aggregate it to the level in the cubeview I end up with 28,000 rows.  I'd like to avoid exporting 12 million rows if possible. Thanks,Scott

Hi Everyone!, I have been unable to set margins in a cubeview in a extensible document. Even though, the report margins in the cubeview settings are set and the argument IncludeReportMargins is set to true as can be seen in the attached images. But no margins are shown. Thanks for you help.

Have you seen a KB / post that met the requirements for daily data?Please share your experience / practical advice to help us meet daily data requirements.- for Planning- flat files: Daily Data per Month- flat files: Daily Import- Reporting by Day by Month Thank you folks for sharing your expertise.

Hi,I have created one one Smart integration function in to transfer file from sftp server to share point server. can we use smart integration function as a file or use existing smart integration function as dependency , not sure just need suggestions.

Hi Folks,  I was wondering if there was a way to display a description for the Cube Root Workflow Profile in the dropdown menu.  For example in my screenshot there is Corporate_MON and Corporate_WOR. I would like them to display: Corporate_MON - Monthly Forecast Workflows Corproate_WOR - Planning Workflows Note: I did try adding descriptions, they only seem to display for children of the main Cube Root Workflow Profile  

I am working on security groups; can we hide these sections to selected users? I can't find the right application/security role for this. Thank you.  

Good day to you. Currently, we are working on a Dashboard for User Access. We have successfully implemented the logic to retrieve Security Group Unique IDs along with their corresponding Security Group details. As part of this dashboard, we now need to retrieve Workflow Profile–level details, specifically: Entity assigned to the Workflow Profile Access Group Maintenance Group Workflow Execution Group Certification / Signoff Group So far, we have been able to retrieve details for points (1), (2), and (3). However, we are unable to fetch the Workflow Execution Group and Certification / Signoff Group details using either Business Rules or SQL queries. Could you please help us by suggesting: The appropriate Business Rule method/API, or A supported SQL approach, to retrieve these remaining Workflow Profile security details? Your guidance on the recommended approach would be greatly appreciated.

What do you use as guidelines to flip the "inuse" flag on accounts or entities? Do you wait until the entity balances are brought to zero in your source or some other trigger? What considerations do you make around any immaterial translation values? Interested to hear what your company is doing - thanks so much!  -Nicole

Is it possible to build a dynamic cube from multiple cubes?  For instance, could I build a dynamic cube that had income statement level data from our month end close cube and summarized headcount data from People Planning?  To my mind this is where the power of Dynamic Cubes would really shine.