OneStream Platform Forums

Hello everyone,We recently made the jump from version 7 to 9, and a rule that was previously working is now throwing an error. We are trying to use the BRApi.Utilities.SendMail functionality after a certification is done through the DataQualityEventHandler, but OS is giving us the following message when executing the certificationThe specified string is not in the form required for an e-mail address.We verified the toEmailAddresses parameter is a List(Of String) with a single item in the format "user@mail.com". What can be causing this issue?

Does anyone know if there is an api to export a cubeview to a report format, similar to how BRApi.CubeViews.Process.ExportCubeViewGridsToExcelFile can be used to export a cubeview to Excel via code? I want to get rid of the menu options so users can not use the normal save button but instead a custom dashboard save button. However, I need to find a way to replicate the export options that will also be removed. Thanks.

Hi, I have been playing around with TransformationEventHandler and one of the things I am trying to do is throw an error when an user tries to clear imported/stage data. I think I got the code but I only want it to run on specific WF. I tried to use below but for some reason not able to retrieve the WF profile name. Any idea why? Case Is = BREventOperationType.Transformation.ParseAndTrans.StartClearData   Dim ScenarioName As String = BRApi.Finance.Members.GetMember(si, dimType.Scenario.Id, si.WorkflowClusterPk.ScenarioKey).Name   If ScenarioName = "Forecast" Then   Dim objTransformer As Transformer = DirectCast(args.Inputs(0), Transformer) If objTransformer.WorkflowProfile.Name.XFEqualsIgnoreCase("AAAAA.BBBBB") Then   Throw New XFException(si, Nothing, Nothing, "Data cannot be deleted.....") End If   End If

A client doesn't want some users to see the OnePlace Pane and just navigate based on their landing page. There is an application security role for it and I updated that group to a specific group so its not set to everyone. When I test the user role that doesn't have the OnePlace Pane in their security roles, its not working and the OnePlace Pane is still showing up?

Hello,  Currently we are working on a forecasting model, and we would like to be able to use the spreading process inherent in OS.  Is there away to use conditional formatting or an XFBR to set a column of values to be flagged automatically based on the comparison between a parameter and the column member?  Specifically, I am looking to have the first or first two periods of the quarter set as flagged so they can be excluded from the proportional distribution based on when the users are completing this forecast. Thanks,

Hello, we recently upgraded to v9 and noticed that we can no longer clear WF imported cube data using the "Clear" option through the workflow import (snip below).  Prior to the upgrade, we could clear the stage data, then run import/validate/load to clear the data that was imported to the cube.  Now, this option only clears the data from stage and in order to clear the data loaded to the cube, we have to use a data management step.  In our case, this is now difficult because the data loaded may be specific to workflow channels and also use multiple dimension criteria and not just Entity (used by DM step).  Is anyone else having this issue?  Are there any other methods to removing the imported data via csv file from the cube other than a DM step?   If we try to run the old process in v9.  Clear, then Retransform, Load to clear cube data.  This error appears.  

How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream? Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data.     Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category  An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain

Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category  An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!  

Team I have list of users who have been added to a group under Security rules. But they are able to see only "OnePlace" pane on the onestream , but not the Application and System.  Can you please guide how to have them get the view of those 2 panes? 

Good afternoon, I'm trying to pass through formatting from one cube view to another.  The 2nd cube view is a dialog pop-up in a dashboard triggered by a selection changed event. So far I've been able to determine destination formatting based on Cell POV dimension members of the cell "clicked" but I'm hitting a snag on dynamically calculated cells (column is Actual versus Budget % for example).  The Cell POV dimension members are the same with the only difference being a "GetDataCell" at the end. I haven't figured out a way to retrieve what, if anything, is in the "calculation script" for a cell intersection.  Or if there's a way to retrieve the row and column names for a cell intersection at the time of a click? Looking for any guidance possible. Thanks, Brandon

Hi, I’ve created a cube view containing a Row Override GetDataCell CVRC formula that is throwing an error when exported to Excel or PDF.   I believe it’s because I’m using CVRC which requires the use of an index which Excel/PDF don't know how to handle.  I’ve tried simple GetDataCell formulas and they all export fine.  I’ve read that this can happen when Excel doesn’t know how to handle the index but the formula doesn’t calculate without the index.  Has anyone experienced this and how did you resolve it?  Would it work if the calculation was done via business rule instead? Below are screenshots from the desktop app and Excel, as well as the row override formula    

Trying to create simple rule based on value greater than or less than zero, however only my Negative rule successful. A#[ACC1]=ACC1_POS | Create If > x | Final and A#[ACC1]=ACC1_NEG | Create If < x | Final On the above stated expression type, I first tried to specify the Math Value only as 0, however nothing happened. Only when I changed it to 0.01, did the logic start to work. Now, if the source value is a negative, the second derivative rule works (returning ACC1_NEG), but if I put through a positive source value, it does not create ACC1_POS a bit stumped on this one now.  Any suggestions someone can perhaps suggest?  cheers, Jacques

Hi,I am trying to use parameters that I select in a cube view to be used in a dynamic calculation.Can someone advise how to do that in a UD8 dynamic calc formula?Parameters are to select scenario 1 and Scenario 2 and used them both in the UD8 dynamic calc .

Hi all,We've installed a self-hosted 9.1 OS server, and now when trying to configure the SIC to connect to our datalake, I can't find the "Smart Integration Connector" in the Admin tab within OS Desktop.I already checked the version of all software an it's all 9.1.0.I could configure the Local connection to the Data Lake properly, but can't figure out what's missing to make it show as usually in OS admin tab.Anything I'm missing?Thank you! *** Sorry if this is the wrong forum, tried to find something related to this outside this one...

Are there any options to add text / comments to a closed period?I have tried to create a cube view and add annotations - but if the workflow is locked, as well annotations cannot be added.Any ideas? Many thanks

Hello, I'm writing a confirmation rule that is a specific few cells are blank or if these cells are not 0 that the confirmation rule passes. I got the 2nd part to work fine, but when the cells are blank I'm having an issue. Can someone help me with my code and what I might be missing or need to change? Dim EntityName As String = api.Pov.Entity.Name.ToString Dim WFYear As Integer = api.Time.GetYearFromId(api.Pov.Time.MemberId) ' Retrieve amounts for each account Dim AccountPPEICSaleAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#0710:F#PPE_ICSale:O#BeforeAdj:I#None:U1#00:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_FORM:U8#None").cellAmount Dim AccountADICSaleAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#0771:F#AD_ICSale:O#BeforeAdj:I#None:U1#00:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_FORM:U8#None").cellAmount Dim AccountPPEICProceedAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#

Hi everyone, I’m looking to get some input from the community on Excel-based reporting in OneStream. In your experience, which format has proven to be more efficient and reliable: XFGetCell formulas or Cube View connections? The reason I’m asking is that we use OneStream reports to feed data into Excel workbooks, and we’re getting recurring feedback from users about performance issues—slow refresh times and, in some cases, Excel crashing. For context, these workbooks usually contain multiple tabs and often include a mix of: Cube View connections Quick Views XFGetCell formulas (used when a specific layout is required) Our goal is to better advise users on the best reporting approach. So far, it feels like this mixed setup is becoming heavy and is negatively impacting the user experience. If you have any best practices, lessons learned, or tips on what works best (and what to avoid), I’d really appreciate you sharing them. Thanks so much in advance! Eve

Hi Team, While running the XFGetCell report we are getting the below error. we could observe that this error is appearing in 9.1.1 Version, Can you please advise us to resolve the issue.  

Alo I’m trying to create a Source Derivative Rule that takes each inbound Stage row and produces **two** output rows. The first row should remain completely unchanged. The second row should be an exact duplicate of the first, except the **FERC** field must be replaced with the value from **A8**. I’ve confirmed that Rule Expressions cannot duplicate rows, and the `Transformer` object in Source Derivative Rules does not expose methods like `GetInputRow` or `GetSourceRecord`. I’m looking for the correct, supported API pattern for duplicating a Stage row inside a Source Derivative Rule, or confirmation that this must be done in a different rule type (e.g., Target Derivative Rule). Any examples would be greatly appreciated

Hi everyone,Does anyone know if there's a specific method to be able to run Quickviews using a Business Rule? Trying to understand if OS is capable of doing something like that. Presumably, what I would like is to execute a dashboard that would allow me to see one, just seeking for some ideas on this topic.Thank you!

Hi guys!This is my first post so sorry if this question is out of place.I have an environment with a couple of applications that I want to remove.My question is, if I remove them using the Application Management of the Cloud Administration Tool, would I immediately get back the space those apps were using or do I have to wait for all the space to become available again? Thanks!

Hi,   Without entering into the discussion of whether this is a best practice or not. During some HFM replacement, we have seen occasionally that request being raised. So, is it possible to prevent a force consolidation to run on locked entity / period whilst making it run for the unlocked ones ?   Aymar

Hi everyone, I have one environment with two apps. The users of one app cannot access the data of the users of the other app, and viceversa.I created 3 groups, one to assign the system roles that both teams need (es: error log) to both teams, and the other two to assign all the application roles of each app to specific teams (team1 will have access to all application roles within app1, and the same for team2 and app2).now I would need to make sure the users of one app can only see the error logs generated by app1, and not the ones generated by app2 (and the same for the users of team2).is that possible?Thank you!

Hi all, I'm currently using different applications within the same environment and I need to give some users access to specific applications.To configure who accesses what, I though I had to assign a security group to the 'OpenApplication' setting within the Security Roles interface, but it seems like it's not working.Does anyone know how can I manage users access to the different applications? and do I need to configure it singularly on every application or can I manage the access to a single application from a different application?Thanks!

Hello Experts, Here's the scenario: We have a flat file coming from the client's source with multiple source columns. We need "Region", "Cost Center", and "Business Unit" in this case from the file to build the solution. We have developed an unique UD2 dimension in the app which will act as a target dimension for these 3 source columns(Region, CC, & BU).Creating a one to one mapping for all the possible combinations for (Region, CC, & BU) would be tedious.Currently, we are thinking of writing a Complex Expression in the UD2(target) transformational rule, that would first lookup the parent values of all the base members from the 3 columns combination and return the respective value of it's target. Something like the below snippet. Any sample code or alternative solution would be really helpful. Thanks!Dim U1 As String = args.GetTarget("U1#") Dim U3 As String = args.GetTarget("U3#") Dim U4 As String = args.GetTarget("U4#") Dim objDimPk As DimPk = BRApi.Fi