OneStream Platform Forums

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

Hi all, We have a requirement to run IC Matching report including journal that may have been posted as parent adjustment. In this way we are also excluding form IC MAtching deconsolidated entities and considering the amount based on the consolidation % as well as not considering equity method entities.  This should mean running IC MAtching report specifying Parent/Entity relationship in C#Elimination.O#Elimination, compared to the default setting which poitn to C#Local or any other currency. is there a way to run an ICMAtching report or having a data adpater which pulls data, from a consolidation different than local?

Hello,   I'm trying to format No Data cells as dashes on some cube views. Currently, the number format for the cube view is as follows: [#,##0;(#,##0);-]. This is formats zeros as dashes, but not No Data cells. Is anyone aware of a special formatting to change No Data cells?

Is there something that can be used as a wildcard in OS? I have multiple accounts like 524000, 564000, 544000, etc. can I just plug something into the X for a wild card get all those accounts? "5X4034"

Hello, We have a use case that makes extensive use of dashboards. The BI viewer component seems like an attractive solution for this. However, we have been struggling to fully adapt it to our needs. One problem is the (seemingly) fixed font size for table content and axes. A particularly surprising effect is that there is no change in font size when maximizing a specific component. This could be a very smart feature, e.g. during a beamer presentation. Unfortunately it only increases the white spaces, while the fonts are identical. This seems almost like a bug - or am I missing something? (screenshots are original scale!) Thanks, Frank.  

Hello,We need to create bulk users to perform stress test.We tried to use the suggested solution in the post Solved: Re: Issue with bulk native user creation using internal authentication. - OneStream Community (onestreamsoftware.com), by removing the line <encryptedPassword> in the XML file, in order to have the default password, without success.We would like to provide directly a different password to each user (even if he will have to change it afterwards).What are the best practices to perform it ?Thanks,Regards,Harry 

Hello, we are 'suddenly' seeing an increase in the time for a matrix data source import to complete the validate intersections step.  It has gone from 5 minutes to over 2.5 hours to complete one step during the import step of the workflow.  The subsequent cube load takes another 2+ hours of time once the validation step completes (for a total execution time now over 5 hours).We have backed out all changes since the previous execution that completed in 5 minutes with no change to the time.  We currently are not suppressing zeros on the data source, however even with that enabled in our QA instance, the time to complete the validate intersections step is still much longer than 5 minutes (40+ minutes).Any suggestions on what else we can check?  We are currently on platform version 7.0.1. 

I am trying to pull the value of a parameter, =XFGetDashboardParameterValue("SourceScenario","Test") but it just shows the default value I put in.  I've tried every variation for the parameter name I can think of but only get the default value.  Anyone have this working? 

Hi All, I am facing an interesting issue (or a bug). Requirement: Capturing comments using a text box (linked with a literal parameter) and save it as annotation text so that it can be pulled in CV reports as well.  Using literal parameter as I set it to stored comment using the BR when click on a cell in CV. I have a save button to save the comment if they want to change it and save it. when they save reading this text input in the textbox. so same textbox is used to display and write. I am passing this text as [|!Param!|] to rule. whole setup work great but found an issue when there is a unbalanced "[" or "]" then it throws this error.  Error: Invalid comma separated values. Unmatched brackets wondering if anyone seen this or have a workaround to handle this? appreciate any help.    

Hello All, We have a requirement to make some text display dynamically showing or not based on whether the entity member selected in a combo box is a base member or a parent. In my XFBR, I found this function that would give me this information but when I set it up, it returns me false, whereas in some cases, the entity selected had children (so is a parent). "Dim IsParent As Boolean = BRApi.Finance.Entity.HasChildren(si, EntitydimPk, SelectedEntityID, Nothing)" Could you let me know where my function's set up could be wrong or also if you would propose to use an other solution to achieve this requirement ? Thank you

Is it possible to create a popup msg in a DM business rule like the msg below (created when 'Complete' is clicked).  The Load button calls a DB business Rule and I need to first check if WF channel is locked or not.  If locked I'd like to notify the user that the channel is locked and the BR is running    

When OS call an authentification API, OS use the IMPLICIT parameter. This parameter is deprecated since 2 years. When are you going to update these calls with the new standards?

Hi All, I was wondering if anyone had experience adding cultures to an applicaiton after go-live. Considering this is a system wide change its difficult to test without applying across all applications. I'm wondering if the statement in the attached screenshot "impact overall environment or application performance" would be applicable to adding new cultures.  Looking forward to hearing from you all. Cheers!

Hi All,I have been trying to understand the process to setup On-Prem Oracle DB connection in OneStream Cloud to export data from cube. Is there a document that you guys can point to? The doc I found didn't help much as it seems it is for On-Prem OneStream version. Thanks in advance,Mikki

The default length of visible line items for comboboxes seems to be eight. Is it possible to change this to larger numbers? Often there is more space on the screen and this would help avoid unnecessary scrolling. Thanks! (example from GolfStream App)    

Hi, my Entity dimension has a main hierarchy with TopMemberA being the top member, and an alternative hierarchy with TopMemberB as top member. It looks like this:   TopMemberA - ParentA1 -- Entity1 -- Entity2 - ParentA2 -- Entity3 -- Entity4 TopMemberB - ParentB1 -- Entity1 -- Entity3 - ParentB2 -- Entity2 -- Entity4   The issue I have is that whenever I consolidate TopMemberA the status of TopMemberB changes to CN, and vice versa consolidation TopMemberB changes the status of TopMemberA changes to CN. I don't see why consolidating one branch of the hierarchy should change the status of an alternative hierarchy. Did anybody else notice this? How have you solved it?   Thank you  

Hi All- Can someone share how to hide the Instructions dashboard and show the TieOut Report dashboard when the Run Report button is pressed?  

This was posted originally in 2019 and added to Office Hours in 2021. Please See below for follow-up question: Question:  Is it possible to have a historical override for a single account, but for multiple currencies?  If I have an equity account which I would like to have a USD override amount, a GBP override amount, etc.  On the Override account settings, I can only choose 1 currency.  How can I resolve this? Answer Yes, this is possible but on your closing balance Flow member, you will have to use a rule instead of the “Source Member for Alternate Input Currency” property, since as stated in the question, you can only choose one member here. The flow would look something like this: Opening Activity FX Closing This member would have a rule that uses this logic: If base entity and foreign currency then   If currency is EUR, then = Override_EUR   If currency is GBP, then = Override_GBP, etc… End If Overrides (one for each potential currency you

Hi All,I am wondering if anyone has an opinion on using slice security for specific UD3 level security vs. using a Finance Business Rule to control access to certain UD3 members.  Basically, I am looking to say if a user is in a certain security group, they should not be able to write data to certain UD3 members.  I believe it can easily be written using slice security (Cube Data Access Security) or with a conditional input FBR (if user in g.  I see an advantage to not having to update every entity with turning the Data Access Security to True and potentially adding categories vs with a BR, just writing a rule that doesn't touch metadata.  I tend to typically try to avoid 'touching' existing metadata if I don't have to especially when adding in a Planning Cube next to a pre-existing and well established Consolidation Cube.  Does anyone know if there is any real pro/con to either approach other than less updating of metadata which I mention above?  Would pe

Hey everyone -  How do I clear data from these workflow manual imports automatically?Right now, I've been going through each month one by one. Wondering if there is a BR that can run them all together and clear up data from those specific imports and time dimension. Here are the steps I want to follow: Navigate to import that needs to be cleared > Clear > Re-Transform > Validate > Load Cube    

Please let me know what you have done to pass a dashboard parameter to a data unit filter e.g. Entity on a Data Management step.   For example, if we have a dashboard parameter |!Selected_Entity!| which stores the entity member selected on the dashboard, using it on the Entity Filter in Data Management (E#|!Selected_Entity!| only works if the dashboard parameter type is a Literal Value with a Default Value set. The default value can then be changed with a business rule with the SetLiteralParameterValue function (this is also the setup in GolfStream).   The problem with a literal value parameter type is: where user A selects the entity on the dashboard, but before user A kicks off the DM step from the dashboard via e.g. a button, if user B changes his/her entity selection, the default is changed for everyone, so user A will kick off the step for user B's entity.   Trying an XFBR rule to set the default value of a Literal Value Type - it seems

Are there any issues with using the OS Database "Member" table to generate a view? The solution requires a dynamic list of account members for a SQL View query and the member table seems like the perfect source table. Just to clarify, nothing is being written to this table. 

BI Designer shows description labels correctly for each one of the 3 cards, Total Actual, Total Budget and Actual vs Budget, this is the view   Actual dashboard omits the Label of the cards, All 3 cards have no description,  they show blank, I do not know what am I might be missing.     

I have a parameter called IntigrityScaling with parameter type "Delimited List" as belowMy cube view uses this delimited list twice.1. As USD in |!!IntigrityScaling!!|   -> it is used to display the description of the value2. Under formatting -> I am using Scale = |!IntigrityScaling!|Cube view runs fine and prompt me to enter value for Scaling and and display both 1 and 2.The issue is when i pass this parameter in a book , it doesnt take the value and prompts me to enter the delimited list parameter. How do i pass a value to the delimited parameter without prompting me to enter ?I dont want this prompt to pop up after i run the book.NOTE= Liter paramter works fine when passing from books 

Hello - we'd like the ability for a Combobox to run an XFBR to generate the default visible value every time the dashboard is opened/refreshed.  We want to provide the user with a 'suggested' value that can differ depending on Workflow, Scenario, Time, etc., and then let them select an alternate choice if applicable. Does anyone know if this functionality on Comboboxes/Dashboards is possible within OneStream Dashboarding today?