OneStream Platform Forums

Hi Community,Did anyone have successfully used VBA to connect via Excel macro?I had tried all of the connection code from the link below without success;Visual Basic for Applications (VBA) ProceduresRegards,Seang

I created a new entity and workflow in OneStream. The metadata, workflow properties, and configuration are identical to existing workflows and entities.However, I noticed a difference in behavior:For the existing workflows, the confirmation rule displays results at the company level, even for entities with multiple child BUs.For the new workflow and entity, the same rule displays results at the BU level, showing multiple rows for each child BU.I have verified that the rule, meta data configuration, and workflow properties are the same. 

HiIs there and XFGet type of formula that can be used to retrieve the name of the application that you are currently logged into?Thanks,Mark

Hi, I have created a transformation event handler where it throws an error when an user tries to "Clear" file/s. in Import step. Now, the error comes when user tries to delete his/her file or "All" files. I only wanted it to throw error when user (mistakenly) selects "All" imported files and click on "Clear" Is there a way to achieve this by some conditions or checks?  Thanks in advance, PM

Hi, I'm using OneStream 8.2 and trying to merge 3 column headers (Forecast, Budget, Var) under one "|!Entity_Selection!|" header. I've tried  Setting MergeAndCenterColumnHeaders = True in Column propertiesThe merged header is not appearing.  Has anyone successfully merged column headers in version 8.4? What am I missing? Thanks!Output required:  

I'm having an issue with specific top-side entries not being captured by cube views, dashboards, and even business rules. The entries were posted to the Adj workflow with entity member filter: E#Root.WfProfileEntities. Could it have something to do with the entity member filter assigned to the journals? 

Hello -  Does anyone know how to add row/index numbers to BI Viewer as shown below?   Thanks,Bil Brandon

How do we remove the gray/blue gridlines from the Excel export and when printing to PDF? The screenshots below have no formatting. The cube view exports directly to PDF with no gridlines, but when exporting to Excel and printing to PDF, the gridlines appear. Thanks.  

Good afternoon, I'm curious to see how other companies handle this situation.  We've recently launched a Dashboard allowing the vast majority of our user base, ~800 users, the ability to interact with and drilldown on their financials. One of the growing pains we're experiencing with this change is that the users have the ability to create a PDF Book for their selected Locations + Children on whatever Cube View they're currently on.  So it could be one PDF or a lot (50+ locations).  Opening the Book Viewer creates a background server task which on its own doesn't seem to be an issue. However, we have a couple of "triggering" events that cause an influx of our user base to all access the system for financial review and book publishing at the same time.  Prelim financials are ready to review, financials are closed, etc. The problem we're experiencing seems to be when we have a lot of users all trying to create books at the same time it appears that their tasks are ste

Hello, Is there a way to move a workflow profile up or down in the hierarchy tree? I created a new workflow profile, but would to move it up next to similar workflow profiles. The move up or down buttons only work for children and siblings.  

We recently encountered an issue where users are unable to save offline copies, (v9.1) which led us into a broader discussion around version control and file sharing for our getcell reports. We’re looking for ideas or best practices from others who have implemented effective solutions to manage the below. What we’re hoping to achieve:- Multiple users able to access the same report simultaneously- A shared experience similar to Google Docs (centralized file access)- Strong version control to avoid duplicate or outdated files- Ideally, a simple check-in/check-out type process to prevent conflicts So far, the only option we’ve considered is a potential SharePoint integration, but we’re hoping to find a solution that is less technical and easier to manage from a superuser/user perspective. If you’ve implemented a process, tool, or solution that works well for your team, I’d love to hear about it. Thank you!

Hi I have a method query that returns a data table of roughly 300k of records. Is there anyway to export the result of the method query to a csv file? I'm not keen on using a spreadsheet business rule or a grid view on a dashboard given the volume of records that is being returned. Thanks, Mark

Hi everyone,I was wondering where there is an alternative way to create and manage users within an application without using the 'Cloud Administration Tools' dashboard. Any help is much appreciated!

Hi All, qq--is there a way to disable SSO login for one account. we have one user created in OneStream as a contractor, and now we want to enable that user to login to OneStream application without SSO.Our OS app is configured with SSO sign, so we get a code whenever we login, but i wanted to overcome this to the Contractor id, is there any way that we can disable the SSO login.  Any Suggestions pls. Thanks in Advance. ThanksSatish P

Hi OneStream experts,Lets say a dashboard has 10 components in DEV and in PROD.Added 11th component  in DEV and want to move it to PROD by Extract and Load.Is there any  easy way to collect all related components of a dashboard?Manually collecting components is painful. What is the best secured way to collecting objects to move it to PROD? Thanks//Suresh

Hi,Is there any way to remove the empty rows which are showing up once a cube view is used in an extensible document or in narrative reporting?Thanks,Florence

Hi all, I am sure this topic has been covered before, but I am looking for what the community is doing in terms of rounding issues (as they apply to CV's). Especially in the case of when financial reports are scaled (to thousands or millions). Are most just jamming differences in via forms as needed. Is there some sort of automation that can account for rounding issues?  Any advice would be most welcome and appreciated here. Thanks!  

Hi Everyone.I want to copy the information from one scenario to another. Currently, I’m using the member formula of the target scenario to transfer the data. However, I first apply a calculate to set the values to zero, followed by a clecarcalculateddata to properly remove the existing information. The issue is that after this step, the copy process doesn’t execute, and the scenario remains with zero values. My code is as follows: api.Data.calculate("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE = 0*(S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE)",True) api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,True,True,True) Dim destinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE") '' Create new Databuffer for the results Dim resultDataBuffer As New DataBuffer 'Base Entity at Local If Not api.Entity.HasChildren And api.Cons.IsLoc

Hi OneStream experts,I was looking to understand if it's even possible to handle the load button from the Load/Extract section in OneStream using a specific EventHandlers of any kind.I need to be able to add validations whenever a Metadata xml file is loaded through the Load/Extract to check certain things of its content without falling (as usual) in a custom development from scratch.Hopefully someone is able to assist.Thank you!

I'm looking to add user names to the workflow status report we've already created but I can't seem to find where in the database tables that info is tracked. We've manipulated the WorkflowStatus method query to pull in the WF steps and the status of each. For example:  I reached out to OS support and they pointed me to these two posts, one of which mentions CertifySignOffInstances. Workflow Confirm and Certify Users Info | OneStream CommunityDisplaying user names on the workflow status report | OneStream Community I can also see WorkflowLockHistory as a table but any thoughts on which other tables store workflow status by user info? Appreciate any direction you're able to provide!  Thanks! 

Hi All,How would I go about passing a Consol member as part of the POV to a  FDXExecuteCubeView call? I want to pull one extract that is in Local currency and another that is in USD.  Can I do that with this call, or do I need to set up 2 cube views, one set to Local and another set to YTD?Thanks,Scott

T#2027:V#Periodic, I'm pulling the correct YTD P&L numbers for 2027.T#2027:V#MTD, I'm only getting the December number.How can I get the MTD number corrected on the total Year? It should match Periodic? Thanks.

Hi Everyone - Where do we have setting to configure Read/Write access to the folders in FileShare?  

In Grid view on the Account Dimension, when attempting to update the IsIC setting for an account I receive an Internal Server Error.I'm able to update the Is IC Account on the Member Properties view, however in Grid view it returns the error below: 

Please share your practical advice to help us assess the Data Size by Scenario by Year.- I failed to find existing KB or posts to help us meet this Data Size requirement. 🤯 Thank you folks for sharing your expertise.