OneStream Platform Forums

  The Member Filter Builder provides examples of calculations 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

When trying to Drill down on a cell using ( Ctrl + Double click ) ,it works fine for Cube view in Desktop application but doesnt work in 1) CubeView in Excel 2) Quick view in Excel Any thoughts?    

Good Evening, It should be something simple but apparently I am missing something. I am trying to get the Value for the Text1 field for an Account Dimension member using a Business Rule. The Text1 value vary by scenario. I trying to use ".Options()" but can get it to work. Is this the best alternative? Would you know of other alternatives? Is there a BRApi function which already does this? Thank you for the help,  

The Workflow Status Reports show the status of the Import, Forms, and Adjustment items that are immediately under the Workflow slider. Is there a way to show the status of the individual Forms under the Required and Optional steps? Our Finance team wants to be able to run a report to see whether individual Forms are marked as Completed or not during the close process. Thank you for your help! Darrin

Hello,   I'm having an issue with some custom logos not being pushed to books when being exported as a pdf. I'm using a cube view extender business rule to point to a particular file path depending on the entity that selected. Although this is working when I export from a cube view directly, I get a strange white box with a red x through it and no data populating when trying to export the same cube view as a book. Has anyone experienced something like this? You'll see an example of it working and not working below:   Working:   Not Working:    

Hi is there a way to display account (or any other element desctiption) while entering journal entries? Thanks, Marcello  

Hi All, Is it possible to block a specific column of commentary for input in a cubeview? Our customer has a requirement to enter commentary on different levels (local, regional, global), but when for example global is entering a comment, they should be able to see the regional commentary, but not adjust it. Is this possible? In the design and reference guide it states that even if allow input is set to false, the update of V#Annotation is possible. Is there a workaround for this? With kind regards, Tim Vierhout

We have an entity that has been sold and it's last data load into OneStream was in October.  We need to load the same data into November and December.  I can do a Data Management copy job to load that same data with no issues.  This data contains local currency entities.  The issue we need to solve for, is this data needs to translate at the October rates for November and December so that at the top of the entity structure the data remains the same values, and not take into effect the November and December exchange rates.  Trying to figure out the best way to accomplish this.  Thank you!

I have a cube view set up with only Account in the rows that I am using the expansion as follows: A#PAT.TreeDescendantsInclusiveR   I would expect this to display as collapsed with PAT showing and the ability to expand the accounts shown, through the account hierarchy using the + buttons and - buttons to hide. Screenshot of actual behavior shown.    Is this a different setting? Am I using the wrong member expansion? 

Hi, is it possible to use time functions other than "WF" in cube view point of view?   For example, I have the time function "T#WFYearM12" (it takes the current workflow year and add M12 at the end to get the December month). The function works as expected if used in cube view rows or columns. However, if I try using "WFYearM12" in the cube view POV, it does not work.   I can set the time to "T#WFYearM12" for each row of the cube view. However, I was wondering if it was possible to use the same or a similar function in the POV.   Thank you

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