OneStream Platform Forums

In the monthly close process, we have a number of forms. All workflows have the same Form templates profile. Cubeviews refer to |WFtext1|. On wftext1 is Entity name (one entity per workflow).I have one form that is only applicable to a selection of entities.Is it possible (and how) to parameterise this, so the form will only be visible in a selection of workflows (I do not want to create  different Forms Template Profile for theses workflows)?

  Hi all is there a way to setup  intercompany reconciliation reports to display company "codes and descriptions" rather that the simple company code?   Thanks Marcello  

Hi I am getting some large numbers out of my confirmation rules and I am looking for ways to format the output so it is easier to read. Preferably commas between the thousands, millions, billions... etc but would also like to know what other formatting options are available as well.   Currently my output is the below and I am trying to make the 'math.Round(Acc1,2)' part easier to read.   Does anyone know of a resource that lists the different formatting options?  Or just how to add the comma seperators?   Thanks Simon

Hi, How is it possible to update Entity Relationships through Business Rules, including Ownership Type, Percent Consolidation and Percent Ownership? It must be possible since the latest version of the Application Control Manager can also update entity relationship information, however I couldn't find it in the api.

Hi Community,Is there configuration available to restrict users such as administrators from having the ability to submit and post (their own) journal entries? In practice we would not do this but from a control perspective would like to be able to show that we can prevent it from happening. Thanks

Hi All, I've prepared a large report on Excel that contains over 30 tabs and all pulling data from OS using XFGetCell formulae. However, recently the issue we are having is that when we "Refresh Workbook" the formulae disappear for the entire workbook and Excel shows the numbers as plain numbers/values without any XFGetCell formulae. Has anyone experienced this and is there any potential solution we can try? Thanks

Hi All, Do we have a function to get data from a row within CV? For e.g. GetDataCell(CVC(Rental Revenue) / CVC(Fleet Actual))   I tried using this method but keep getting a syntax error. Any suggestions in the right directions will be appreciated.  Thanks!   Best, Mustafa  

Is there a way to institute a percentage threshold on variance columns for cube views? For example, Month over Month variance to be capped at 100%, if it is over 100%, then show a blank.

Hi all, I am building a cube view for my end users to tell them the first common parent of two entities based on parameter inputs. However, I am having trouble with the BRApi.Finance.Members.GetFirstCommonParent formula as used in a Dashboard XFBR String. Here is the formula at prompt:  BRApi.Finance.Members.GetFirstCommonParent(si, dimPk, topMostMemberId, memberIdA, memberIdB, dimDisplayOptions)   The input for "topMostMemberId" seems to dominate the return value of the formula. If I put our top most entity hierarchy memberId into the input, the formula will return that value, even if it is not the first common parent. If tried a number of different inputs here, all of them seems to just spit out on the return.   What am I missing? Is there something in the dimDisplayOptions I need to toggle?  Here is my VBA:    If args.FunctionName.XFEqualsIgnoreCase("GFCP") ThenDim EntityInputName1 As String = args.NameValuePairs.XFGetValue("Entity1")Dim EntityInpu

For those of us that are software developers, we are accustomed to this message. "The underlying connection was closed: A connection that was expected to be kept alive was closed by the server. This issue occurred after 68 seconds." When this issue comes up, it is normally because of some event that breaks TCP connectivity.  Occasionally this happens because of network misconfiguration, or load-balancer misconfiguration.   This is one of two errors we are seeing after migrating our REST api workloads to onestream's Azure environment.  It happens fairly frequently, albeit in an unpredictable way.  I haven't found a pattern yet.  It doesn't happen on-premise.   If anyone has experience deploying a REST api solution to Azure, please let me know if this is an error message you encounter frequently.  It may not even be a problem with onestream's software; perhaps the root cause is with the Azure load-balancer.  I am also looking into other possible ex

Anyone know why this message appears and how to get rid of it? 

Hi, We are getting this error when running a report book through OnePlace -> documents by double -clicking it.  "An existing connection was forcibly closed by the remote host (Socket Error Number 10054)" The report book has a simple dashboard in it. Note that a report book with a Cube View in it runs correctly. It may be something to do with saving the file temporarily to the file share. Note that we are getting this error on both on-premise and cloud environments. Just wondering if anyone has come across this before. Thanks

What do I need to add to our book settings in order to get the file to export with variables within the filename? For example, I'd like our consolidated financial book to save as the time defined in the parameter as "2022M10 Financial Statements.pdf."

Hi;  Would it be possible to run a Dashboard or Cube View using a Data Management job, and store the results as Excel and not as a PDF.  Appreciate any suggestion in the right direction.    thanks Kumar

Hi,We would like to export the TRX files and use them in an external BI setup and secondly we would like to shedule that export and have it happen on a regular basisThe format is just nicer to work with than the XML files, when you use the aplication export functionality.KrPer  

Hi all,   I'm trying to give the end-user the option to enter their forecasts in either 13 week increments (a quarter essentially) or for the full 52 weeks. This specific XFBR will determine the green cells below.   I'm unsure of what line 28 should be or if this XFBR could be easier to define. Week13Column and FullYearColumn are existing parameters that list 13 weeks of scenario and the full 52 weeks of scenario, respectively.   Thanks!

Hello, We are working to identify what Cube Views are used within the workflow structure.  For steps that include views of Forms, this is easy as the Form Audit tab shows exactly what Cube View is being used on the form.  For dashboards, we are having difficulty identifying which Cube Views are embedded within each dashboard easily.  We are aware of the "Show Objects That Reference the Selected Item" button within Cube Views, however it doesn't seem to show us clearly if a Cube View is included in a dashboard. Does anyone know an easier method to identify what Cube Views are included in each workflow step and dashboard? Thanks for the help!

We are currently deploying several OneStream modules [e.g., Consolidation, Account Reconciliation, Planning, etc] and several users reported while working through monthly Salesforce contributions, they encountered a roadblock in which the OneStream Microsoft Excel AddIn is not available while working with MS Excel files in Box.com folders.  Adding the OneStream MS Excel AddIn for the online version of Excel would provide a user a more seamless experience and eliminate additional steps for viewing/saving files.

Navigation links provide the option to setup one Cube View to launch another Cube View or Dashboard. Question Credit: Becca Speese 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, good evening, I am trying to build a BRApi function to get the content of the UD6 constraint from an Account dimension member and so far I couldn't find a function that returns the information. Does anybody knows if it is possible to build a BRApi function like that or have done that in the past? Thank you for the help!!!!

Looking for a solution. Update description of a member in an Extender rule for an already existing/new member. If Possible, not mandatory but can we add a descriptions/alias for various language on a new/existing member?  

Hi all, we have a databuffer with values to be cumulated in a specifi destination intersection. The issue we have is that api.Data.SetDataBuffer always wirte the last value. Is there a standard parameter (or workaround) we can use? At the moment the only valid solution we have found is to read the current value with a specific "api.Data.GetDataCell" and then sum to the databuffer amount. But I am sure there must be a smarter solution. Thanks, Marcello    

  I have a parser rule that works fine for a Budget type scenario but does not read a WFText1 for a Scenario Type 2 . I am using the below syntax to read the WFText1 property from a parser rule .This step is an import type step. It returns the GL list as blank for my scenario type 2 but works fine for my budget type scenario. Both are in different Workflow profiles. It picks up the correct workflow profile as i checked after logging it but unable to somehow pick up the text 1 value .  

Would anyone be willing to share how they are locking data to end users, but still allowing consolidation users to make adjustments?When implementing OneStream, we created workflows for users to load trial balance data, complete forms and load journals. We also created a “Corporate_Consol” workflow where we the Consolidation users could load journals after the workflows were locked. We figured out that if the top month for the workflow was not locked, but the workflow channels under were locked, users could still submit data in OneStream using Excel forms. Now we are locking the months under each workflow to avoid user changes. This makes it hard when we have post close adjustments to book in the “Corporate_Consol” workflow, as we have to unlock each of the workflow months where there is an adjustment needed for an entity in the workflow.Thank you for any help/input!

Trying to ensure my signs are flipping when looking at variances for revenue vs. expenses. Does anyone know the syntax to add a conditional aggregation weight to a reporting variance (UD8) dynamic calc?