OneStream Platform Forums

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?  

Hello, I want to refresh a particular component on the dashboard when save action is performed on a cube view  Any suggestions how i should approach this.   Thanks  Omkareshwar

I have a report where the row headers are placed in the center of the report. I was able to get this to work when exported to the report version as shown below. Is there any way to get this to display in the excel version and data explorer as well?   

OSAdmin  We have below Account structure and need some guidance to get Opening and Ending Count calculated for FTEs across Periodic/QTD/YTD and Fiscal Year views FTEs (Ending Balance) = Starting FTEs + Activity (Movements)    Starting FTEs (Opening Balance) = Prior Period FTEs value     Activity (Movements) (Flow) We are getting right results for periodic, not for YTD/QTD and Fiscal Year As a workaround Column and Row Overrides are being used to get right data set for FTEs accounts and this will create a dependency to add them to each and every cube view reports that will have above accounts, is there a way in OneStream where we can derive these using member formula or business rules Note:- Flow dimension is not being used and defaults "None" Any insights/guidance will be helpful Thanks in Advance

Is it possible to update the Data Filters for a particular dimension used in a DM extract within a Business Rule? I am creating a dashboard that will have a button to run a DM sequence. This DM sequence runs a data export, but I would like to be able to update the Accounts used in the filter of the extract before running the extract itself (via a BR).

Hi there! The cube view report Paper is configured as A4, Auto Fit Number of Pages Wide as "0". When printed, the report appears on 2 pages. The target is to autofit all of these 2 pages´ content into 1. How should we proceed in order to get it?   Thanks! Regards, 

Hello, We are pulling in a table view into excel and it is bringing up a timeout error. The error says: Table View size exceeds the memory allocated. We are able to run this in OneStream through a dashboard and see that what we are testing with returns ~169k rows of data. We believe it is due to a connection timeout between excel and OneStream. Has anyone found a solution for increasing the timeout connection or another way stop the timeout from happening?  We already increased the time out directly in OneStream, but that did not resolve the issue within excel. Thank you, AJ

Hello! I would like to create a table of contents for a book that lists the reports within the book dynamically (ie. if the book updates based on parameters set, then the ToC would update as well). Is a table of contents possible? If so, how would I go about creating this? Any guidance would be appreciated! Thank you!

We have a user that runs a number of books whose Excel results contain dozens of sheets in a single Excel workbook.  The user is asking whether it is possible to create a 'Table of Contents" cube view that will show up at the beginning of the Workbook and contain hyperlinks to each sheet in the workbook. This would allow all users who reference this workbook to more easily scroll to the particular sheets of interests. Does anyone know if this is even possible?

Hi All - Every time I upgrade OS I have 4-5 people that when they launch the OS shortcut it does not auto update.  They have to reinstall.   It seems to be the same people each time but I cant see anything special about them.   Has anyone run into this and figured out what the issue is?   Our latest upgrade is  to 7.1     Note:  I always have them close any open windows and then try shortcut.  They have also tried rebooting.   Any ideas? Thanks

Workflows can be set up to be locked automatically after the certification step has been completed.. Question Credit: Noemi Nagy 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

General Formatting One of the most important things you can do, to make you rules readable and helpful, is making sure they are properly formatted. There are some simple rules you should probably follow all the time: Proper Case – Function names are not case-sensitive; for example, api.data.calculate, Api.Data.Calculate, or API.DATA.CALCULATE, are treated as the same. Still, it is a best practice of VB style to be consistent and to capitalize judiciously. Proper case throughout the rules file makes it much easier to read. Always Comment – Add comments to most lines of code explaining what you are doing and why. Use the apostrophe at the beginning of the comment to make sure it is not interpreted as part of the rules. If this is done in a VB editor, it should turn green by default. Indentation is critical for readability – This is especially true when using any nested statements or conditionals. Those are explained below. Indentation should be done for any scripting, even scripting obj

The below code will delete the Security Group using extender rule.         Dim secGrp As List(Of Group) = Brapi.Security.Admin.GetGroups(si) For Each Item As Group In secGrp If Item.Name <> "Nobody" Or Item.Name <> "Administrators" Or Item.Name <> "Everyone" Brapi.Security.Admin.DeleteGroup(si,Item.Name) End If Next        

Anyone have an example how to create Json files within OS?(I need to create an export of Cube View and a Metadata extract in Json format, this will be triggered by a DM job.)

Hello. I am trying to create a column set showing M1-M12 for the previous year based on Global Time. I can do this successfully using WFYear and POVYear as shown: T#YearPrior1(|WFYear|).BaseT#YearPrior1(|POVYear|).Base However, this syntax generates an error  =>   T#YearPrior1(|GlobalYear|).Base I can get close using  =>  T#GlobalYear.Prior1.BaseBut, it adds a column for the year which we do not want:   Thanks,Bil Brandon

Hi All, I am trying data cell access security to block access to specific UD1 members. These are members that should only be visible by global people. I have applied this: For the UD1 filter, this is the filter: U1#Top, U1#G_HQONLYREC, U1#G_HQONLYADJ But, when I log in with a test user, who does not have the group mentioned in the data access security, I am still able to see data. What could I be missing?   With kind regards, Tim

We have a CubeView that is setup with the Accounts in the Rows as A#NetIncome.TreeDescendantsInclusive. Our Expansion setting is set to Collapse All. Is there a way to have it only expand one level (e.g. Children) when the cube view renders, with the (+) icon to expand further if the user decides? Right now the expansion option seems binary as Collapse All or Expand All. 

Hi! New to the community. I have a user that has to manage 10 or so entities and it rollforwards. He need to click on each entity to enter in the data. do you know if there is way to set up an excel import for a rollforward activity where i can put the rollfoward activity pieces down a column the entities across the top and then import that entire spreadsheet?

For planning.Filling data in on quarters spreads the data out to the monthly columns.We do not want to see the monthly columns anymore. When set isColumnVisible = False you are not allowed to enter data on quarters, it becomes a no input. Is there a bypass, so we are able to enter data on those quarters?

Hi, is there a simple way to create a cube view with the member name and description in different columns?  Specifically, when there are nested members in the row.  I can pull in UD8, but they come in on two columns after the names which looks odd. thanks, Greg

All - Could you please review code is make sense from performance. I am trying to be checking the target Account is <> 0 then it will delete the source value and overwrite the target value. PLease review and let me know if I can use some kind of EVAl or Data Buffer???     If Not api.Entity.HasChildren Then If Not api.Cons.IsLocalCurrencyForEntity Then api.Data.Calculate("A#Target:F#EndBalInput=RemoveZeros(Eval(A#Source))",AddressOf OnEvalDataBuffer) End If End If Private Sub OnEvalDataBuffer(ByVal api As FinanceRulesApi, ByVal evalName As String, ByVal eventArgs As EvalDataBufferEventArgs) eventArgs.DataBufferResult.DataBufferCells.Clear If Not eventArgs.DataBuffer1 Is Nothing Then For Each Cell As DataBufferCell In EventArgs.DataBuffer1.DataBufferCells.Values If Cell.CellAmount <> 0 Then 'api.LogMessage(cell.CellAmount.ToString) api.Data.ClearCalculatedData(True,True,True,"A#Target") eventargs.DataBufferResult.SetCell(api.SI,cell) ' El

We built only our different types of security (Data, WF, Access, Certify...) into Hierarchical structures. When using the SAR solution, it just lists all roles and does not say it is direct or indirect so for some users the list is very long.  This has our Auditor very confused and asking why they need all these different roles when they really only have say 4.  Anyway to run a report that would say this is direct (Parent Grps that Contain This User or Child Grps and Users) vs. indirect/Inherited (Parent Groups that Contain this Group).

I am getting the "String was not recognized as a valid DateTime" error when trying to execute the batch dataload using the extender business rule. The value being passed to the batch is the following string: "2023M1" I would appreciate any advice on the cause. Thank you, Yan    

I use an xfbr in my CV based on rules. In the scenario dimension we have put text into the Custom Settings (Text1). What is the syntax to get the Scenario Text1 into the case string (Bold)? Also is it possible to incorporate this into the time frame with :Name(etc...xx). If args.FunctionName.XFEqualsIgnoreCase("GetSCenario") Then                                                           Dim curScenario As String= args.NameValuePairs.XFGetValue("curScenario")                                                            Dim curMonth As String = Right(CurScenario

All - I am working on Conditional Input rule and when I create a Finance rule & attach to the Cube business rule it is working but when I am trying to call the Finance rule or extender rule using DM job it is not locking the cell. Any idea? why it is not working? Any input is appreciated. Thanks   Case Is = FinanceFunctionType.ConditionalInput'If api.Pov.Time.Name="2022M1" ThenIf api.Pov.Scenario.Name="Forecast" Then'If api.Pov.Account.Name.XFEqualsIgnoreCase("ReadAccts")  ThenReturn ConditionalInputResultType.NoInput'End IfEnd If