OneStream Platform Forums

Originally posted by Jeff Wood 12/11/2019 I have a sub consolidation where all the children have the member property currency setting as EUR but the parent currency setting is USD. When I run sub consolidation cube views in local currency the children display in EUR but the parent displays as USD so the cube views total don’t foot because it is in USD. How can I over ride the rate of the parent to display in EUR when I run forms in local?

Is it possible to add an assembly reference to OneStream that will allow the BRApi to reference the Microsoft Outlook Object Library....or any other library that is not currently included in the OneStream.I would like to provide a dashboard button that allows the user to open up a new Outlook email message.  Done similarly in other VB.NET projects like this<add assembly="Microsoft.Office.Interop.Outlook, Version=11.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c"/>  Imports outlook = Microsoft.Office.Interop.OutlookDim OutlookMessage As outlook.MailItemDim AppOutlook As New outlook.ApplicationTryOutlookMessage = AppOutlook.CreateItem(outlook.OlItemType.olMailItem)Dim Recipents As outlook.Recipients = OutlookMessage.RecipientsRecipents.Add("myemail@hotmail.com")OutlookMessage.Subject = "Sending through Outlook"OutlookMessage.Body = "Testing outlook Mail"OutlookMessage.BodyFormat = outlook.OlBodyFormat.olFormatHTMLOutlookMessage.Send()Catch ex As ExceptionMes

Does anyone know the order that XFSetCells load in a spreadsheet?  I have duplicate metadata key infomation, and I'm trying to handle it by doing some accumulating with some more generic formulas.  I assumed it loaded top down, so the lower cell would be the last value loaded to overwrite preceding ones.  Doesn't seem to be playing out in every case that it's submitting top to bottom.

Hi there. Currently my client does not generate their financial statements from OneStream, however, is looking at using OneStream as a tool to possibly import, edit and publish into an adobe design template or word document for their Annual Financial Statements so that they can update comments and numbers and then export from OneStream again (basically trying to remove the back and forth to type setters') does that functionality exist in OneStream? Thank you.

I want to be able to drill to HR details in BIBlend from any users cube view, so I set up a linked Dashboard using Default NavLink parameters, and a SQL data adapter using these default parameters.  It is working perfectly except for Account.  The cube account mapping logic is concatenating 3 columns in the detail file to map to a headcount account (ex Full-Time - Exempt -  Associate).  I assume I will need to set up separate BRs to apply this logic.  I am wondering if there is a better way to do this?  

I would like to know from fellow OneStreamers how you’ve done your monthly and quartely forecasting process. I’m not necessarily looking for a solution. Just ideas on how this can be done.i need to seed the forecast from actual and budget and then be able to visualize them through the workflow and be able to adjust budget data through load of file. how can i link the BR of copy with the workflow and to adjust the data , is it possible to override the data copied by loading a file ? i thought about adding a workspace for the BR of copy than import on the workflow name but i am wondering if there is better solution (best practice) for the forecast process.

Hi all, When I come into the marketplace to start evaulating when I should do my next software update, I see that there is a dropdown in the platform area that shows 7.1.3, 7.2.1/2/3, 7.3.0/1. I'm updating from 7.0.1 and would like to access 7.1.1/2 even though they are minor hotfixes, they should still be available for completeness? Maybe they're available somewhere else? Thanks for any insight

Hello! A user has requested a CV/report that starts with imported data and layers on journal entry details by each specific JE. High level it would look something like this with the pink highlights representing the detailed balances of each individual journal entry:                 Have any of you built something similar? Is there an easy way to get the journal entry name details into a CV? I’m guessing I can get them from the JournalHeader and JournalLineItem database tables but wondering if you’ve ever worked on a request like this. I've also submitted a support ticket so we'll see.  Thanks!

Hi, Is there a way to modify the OneStream banner at the very top of both the login screen and the application window where the OneStream Logo could be replaced with a customer logo or anything else?  I know we can add text to the banner via the Application Config file, but I was wondering if there was a way to eliminate our logo in place of something else.  One of our military customers is asking this question.   Thanks, Ed Wright

Hi All,We'd like to have a Form Template available only until 2022M9. To do so, we've entered the following parameters in the member Frequency filter of the Form Template:Is it possible to have a more dynamic way to apply frequency to all previous periods, other than hard listing it?  Thanks in advance! 

Hey guys!   I have been testing the BI and got to a point where I need your help.   I made a cubeview:   Added it to the data adapter         Made my grid and card, but it is showing different numbers.       I mean the SUM works but those are not my numbers.   I did tried with one of the calculated fields putting all the detail but it shows as 0.         I must be forgetting something basic but not sure what.   Hope you can help me.     Thanks!

Hello!Is it possible to create an Excel Book that uses different cube views per tab?  Please share steps.  Thanks!Marisol

I need some help building out the following two calculations on stored member formulas. They would need to run at every UD. 1) = MIN((A#Account1 - 4.5%), (A#Account2 - 6%), (A#Account3 - 8%)) 2) = MAX((A#Account1 - Account2 - Account3 - Account4),0) Thanks so much!

I have a cube view that I need to modify so that in the second column we are getting data that is driven by the selection that the user makes for the first column. For example if the user selects a forecast for February to be in the first column, then the second column of the cube view would have to be the previous month’s forecast. Do you have any suggestions on how to achieve this view? Thank you in advance for any help and suggestions! I am going to attach some views of what I have in here so far (The second column reads OP plan as I have copied this view from another similar Cube View).          

Hi, I'm trying to pull in the descendants and the parent member of an account into a data buffer. e.g. something of the form FilterMembers(A#All, A#Gross_Sales.DescendantsInclusive). When I log the data buffer and examine my results, however, I'm only seeing the base member data and none of the parents. Could anyone provide me any suggestions on how to pull all of this data into a single data buffer? And can anyone tell me why my data buffer doesn't produce the results I'm expecting? Thanks!

Is it possible to use MTD & YTD in View filter for a Data Management job.It does not work if I use -  V#MTD, Y#YTD, but this format seems to work for other filters like for time if I sue T#2021,T#2022 there are no issues. But only for View filter using multiple filter seems not to work.Do anyone know of any workaround to resolve this?  thanks Kumar 

Hello fellow OneStreamers, I have a burning question that I need to get insight for in regard to environment care. We have a cloud instance of OneStream and have multiple apps on our prod environment. We would like to have a good overview of the app sizes, perhaps in a nice dashboard, so that we can preempt our need to order more storage space and prepare our release schedule. Is anyone using or has developed anything like that? Currently we have to send a ticket to the help desk to know the app sizes and would prefer to have in in our-hands more on demand to plan. Thanks!

Hello! As a EssBase previous user, do you know if it's possible to navigate without data or at least positionning row and colums dimansions without a refresh and once all is done proceed to the refresh. Because  sometimes when it makes 4 minutes to refresh a cubeview and I have to move at least 5 axis to column or row, it takes 5 x 4 minutes Thank you in advance. 

It appears to be possible to set the SiblingID in RelationshipPositionOptions, so it exists as a property.   How do I "read" it to see what it is for a member? Thank you in advance for any assistance.    

Hi all, i'd like to ask how can i get in the metadata builder view an initial complete version of the dimensions each time before adding new items?When i have to update the application dimensions,  i would always have the previous situation in metadata builder template as a starting point.Any suggestions will be appreciatedthanks you

All rules in business rules page must be written in Visual Basic.. 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 hope you're all doing well, this is my first time posting in the forum.I recently built a cubeview that contains one Row, I was wondering if there is a way to automatically generate blanks after each member - in my case after each Entity of the hierarchy - and considering that i have multiple member expansions.In order to clarify my request, please find below an overall of how do blanks should be automatically generated (1st Screenshot), you will also find a screenshot of the members used in my cubeview.Thanks in advance, wishing you all a blessed day

Hi OSAdmin  We have a use case where the existing base entity members will be removed from the parent entity and the data of existing base entity member or the parent entity member needs to be copied into the new base entity that will be created under it, is there a way we can achieve this within cube through Business Rules or Data Mapping after metadata updates are applied and without asking users to update/adjust manually  The above can happen with multiple parent child combinations.   Before Metadata Change Hierarchy A (Parent entity) - Data - 40      A1 (Base entity 1) - Data - 30     A2 (Base entity 2) - Data - 10   After Metadata Change Hierarchy A (Parent entity) - Data - 40      A3 (Base entity 3) - Data - 40 Orphans     A1 (Base entity 1) - Data - 30     A2 (Base entity 2) - Data - 10   Thanks, Vishal Pai

Hi,  There seems to be an issue when pulling members through GridView from the dimension library.  As shown in the screen shot below, when filtering on a specific roll up within the dimension using the parent child relationship reference the report includes duplicate members. This is because OS is pulling all the alternate roll up locations as well. We are wanting to pull just the main rollup so that we can see the members and parents in separate columns within excel. Does anyone know how to get around this or another way to pull this data from OneStream.        

Hi, I have a CV Form where the input is a "Date" Cell Type.  I need to use the date to translate to a OS Time Period.  I am struggling with using the Date value in a Business Rule.  It only returns an Integer and I can't seem to convert the integer to a Date in the BR so I can grab the Year (Dim strYear As String = Date.ToString("yyyy")).  Any help with this? thanks, Greg