OneStream Platform Forums

We have successfully set up and use workflow channels (tagged to accounts and workflow profile steps) in our divisional (Base Input) workflow profiles in our application build.  The steps and data lock based on their workflow channels appropriately.  However, we are having trouble getting Workflow Channels to work properly when it comes to the workflow profile (Parent Input) used by central finance.  The central finance team needs the ability to book historical USD overrides on select equity accounts on behalf of the divisions for all non-USD base entities in the OneStream application.  We are not using and have not configured the use of any UD dimension in our Workflow channels to this point.As of right now, we have assigned the central finance team their own Input Form profile step so they can submit these Overrides to the configured accounts (using Flow dimension).  We have given that profile a unique Workflow Channel and assigned the accounts specified in t

Hello All, Administrator of the application we are working on wants to allow users to do some analysis on their budget data at detailed level, crossing 3 dimensions in rows (the same way they are doing in SAP currently) which are quite big (entities, cost centers and accounts). I proposed him to have users using quick view to analyze but he estimates that users will not be able to use this and wants that they use rather objects that are kind of pre built. Then I thought of either cube view or BI Viewer (with CV MD as source) as they want to have totals in the retrieve corresponding to the parents of the dimensions but then either potential number of intersections are too big and do not allow to render the CV or performance is not good. So wanted to reach out here to see what could be the options to answer above needs (give user a nice to use place to drill in those 3 dimensions to analyze his data while still having totals for the parents of those 3 dimensions) ? Thanks for your help M

I have a client that needs to demonstrate to their auditors that no one except the IT group has the ability to create and delete users. When I use the Security Audit Report it shows the security roles for the application related functions but it doesn't list any of the "system" security roles such as "ManageSystemSecurityUsers". Is there another report that would provide this information for the auditors?

Is there an easy way to retrieve the subtotal of all the values returned in a Cube View expansion? For instance, we might have on one Cube View Row with a nested expansion such as: E#Company1, E#Company2, E#Company3 A#Account1, A#Account2, A#Account3 What I would like is to be able to add another row to my Cube View that is the sum of everything that retrieved in that first row expansion (could have returned anything from 0 to 9 rows of data).  Today we do a klunky solution, such as : GetDataCell(CVR(Row1,0) + CVR(Row1,1) + CVR(Row1, 2) + ......), which unfortunately is not dynamic.

Hi all,I have a matrix load, on which account is matrix. One column with a specific account needs to go to 2 different accounts. For this I just reference the same column twice. This works fine.The issue is, the first instance the UD5 is coming from column 5, the second instance UD5 should come from column 16. How could I achieve this?Thanks!Tim

Does anyone know if OneStream is capable of exporting into AWS S3 bucket?Thanks.

Hi.  Is it possible to set Certification Profiles so they only show on a Quarterly basis?  The questions can be set to quarterly but the Profiles still exist in the off-quarter months and require a Certification sign off even though there is nothing to certify.  I have a client who needs an employee to certify a question on a quarterly basis and this employee does not have any other certification or workflow responsibilities.  

I have this cube view that I'm building to mimic a report that I'm doing. Each row of this cube view uses an aspect of the UD-1 base member. Such as PE, Description, Name etc. How do I get my cube view to populate different elements of the same user dimension on each row? The picture below gives an example.   

I am looking for tips on batch automation business rules. Currently when our scheduled trial balances are loaded the whole upload will fail if one transformation mapping error is present. As you can imagine this can slow the close process down significantly. Does anyone have any suggestions on how to allow the batch to load the validated accounts and only error out the transformation errors? 

Originally posted by Chul Smith 2/8/2018 FX Rates - for those of you who have customers who analyze FX in different scenarios, I have a custom translation rule where it looks to certain periods of a certain rate and uses it in a scenario. This prevents having to have, input and maintain different currency rates. A couple examples.... Budget scenario should use the rates from prior year M9 for all periods.Scenario needs to be named 'cleverly' and there needs to be standard logic as to which rates should be used at what time. Scenario would use cube FX settings = TRUE. Cube property for Translation Algorithm Type would be Standard Using BR for FX Rates. Forecast scenario should use the actual rates (both average and closing) for the actual months and the last known actual rates for the forecast months.

Is there any function or SQL to identify the newly added member in OS ? Ex - If I added an new account and I want to check whether the data was loaded to that new account ?   Thanks  

I may have a requirement to filter a member list based on the project manager. Whenever data is loaded the PM assignment may change. I am thinking of potential ways to capture the current PM assignment, but don’t know if they are possible. Leverage a text field to input the project manager name.  Then use a variable like UserName or  UserText to create a member list. Is it possible to create a member list/parameter using |UserName| or UserText variables      U2#TotalProject.Base.Where(Text1 Contains |UserName|) Given the Text1 value on the project can change every time data is loaded, is there a way through a data load to update a text field? Load the PM into a data cell using the View member “Assumption” and None for most other dimensions.  Then trying to create a member list with logic..something like where Username=Assumption value of current period. This removes the need to update Text1.  If it could work, I think the evaluation time

Does anyone else run into issues frequently creating and copying quickviews?  When I try to copy quick views i often get no response excel.  Even if i shut down excel and restart my computer it doesn't seem to help.  Below is the error issue i receive when trying to create a quick view table.     

Hi, I have an account member A#salary which is being computed using BR1 in CV1 and I need to use the computed value in another CV2 using BR2 to compute account member A#61000101. Tried as below: api.Data.calculate("A#61000101:U2#Staff:U4#None:U1#7330:O#BeforeAdj = A#Salary:U2#Staff:U4#None:U1#7330:O#Top") Remaining dimensions is all same between two. Kindly advise.  

I built a cube view which contains blank cells (this is expected) as there is no data in the intersection. How can I forcibly show 0.0 in these cells (intersections) instead of blank cells? Thanks!

An account can exist in multiple account dimensions. Question Credit: Peter Fugere 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

I have a dynamically calculated member formula. It is returning the wrong value for each Quarter, it should be the sum of the M1+M2+M2 ($1,614,441.60) and not be recalculated ($1,649,190.40). Is there a member property or formula examples that can help me resolve this issue. Thanks. Sample calc Drill down formula I tried setting a different formula on the quarter, but I get the error message “The Dynamic Calc Member Formula is recursively calling itself:.     Thanks,    

Hello all, Asking for a client: they've been live for several years and they would like to perform a clean up of their security user groups. They need to obtain a list of the groups that exist in OS that are no longer used/referenced anywhere in metadata, workflows... Pre-built Security reports do not offer this. I'm guessing we need to put together a query to the DB but I don't know all the tables that reference a user group ID. Can someone help please?

Hello All, For the Transformation Rules, 1-1, Composite, Range, List, and mask rules,  what are order of operations in rule types?  Do the rules that run later overwrite previous results or does it ignore later matches after a match is made?  Where can I find documentation on this?   Thanks!

Hi all, do you know if there is a way to put a conditional formatting based on element properties? Like haschildren, text1 = to a certain value,....? This is an example of what I would like to put in the conditional formatting box. But I don't know if this is doable and if yes, how? Thanks in advance for the help Marcello    

Hi all, I am wondering if there is a way to make cube view available outside the WF. I have developed many forms for the workflow filling all the cube views with WF, WF.... Now I would like to make these views available outside the workflow, where the period, for example is, selectable from the POV. Do I need to duplicate each form and then remove the WF on scenario, period and entity? Or is there a smarter way to make the view recognized that the is opened outside the workflow?   Thanks in advance for the help. Marcello      

Hi everyone, I am trying to retrieve a Chart (Advanced) in my PowerPoint presentation, making use of the Alt Text functionality and extensible documents. The chart component works perfectly fine in OneStream. I can see the chart and correct the data. However, when I open the PowerPoint containing a picture with the Alt Text, I get the following message: The message prompts that there are no parameters for the selected item. However, my data adapter is linked to a cube view, which has an entity selection parameter in the cube view POV. When I click 'OK', the PowerPoint opens, but the chart area is empty. When I hardcode the entity in the cube view that is used as a source for the data adapter, I get the exact same error message, but the chart area is populated with data.  Therefore, I think I'm doing something wrong with the parameter settings of the Chart (advanced) component. However, I cannot figure out what I'm doing wrong.  Any help would be very much appreciated. T

Hi all! I need your help with a finance BR. I have a Budget scenario with different versions children members (ex: Budget, Budget_v1, Budget_V2, etc.) Right now my script goes like this:  Dim isBudget As Boolean = api.Pov.Scenario.Name.XFContainsIgnoreCase("Budget") If isBudget  Then I am trying to find a script where I don't use "Contains", as if new scenarios are created in the future, the word "Budget" will always need to be apart of the member name, which is not ideal. Any suggestions how I can call the children members of Budget? Thanks

Hi everyone, I want to retrieve a report component into my PowerPoint, using the extensible documents and the Alt Text functionality of PowerPoint. I have created a graph within a report component. As you can see in the picture below, I have created the graph within the ReportHeader1 section of the report, and it shows data when it's run.  However, when I open the extensible document PowerPoint, it just shows a black window. The picture has the following Alt Text:  {XF}{Application}{Report}{Development} PageNumber=1, CropLeft=0, CropTop=0, CropWidth=0, CropHeight=0, Zoom=100, MaintainAspectRatio=False, FillMode=Height, Anchor=TopLeft, IncludeBorders=False, IncludeReportMargins=False, IncludeReportHeader=False, IncludeReportFooter=False, IncludePageHeader=False, IncludePageFooter=False. This is the outcome: Any help would be much appreciated. Thanks! Kind regards, Floris van der Poel

I have a bar and line chart (line being the 2nd Y-Axis).  I want to sync the two scales; Anyone know how to do that?  I did not see an option to sync and looking for guidance.