OneStream Platform Forums

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?

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).