OneStream Platform Forums

Hi All, I am new with OneStream and I am taking the ReadyTech Lab exercise-- Implementing_OS_Lab_3_Starting_with_Workflow_Exercise.   The requirement is to select the BudWorking-Budget Working Scenario as shown below.       However, in my application, there is no BudWorking-Budget Working Scenario. I have followed all the steps in the instructions. What might be the problem and how could I fix it?   Thanks a lot in advance!   Kind regards, Mulin

Hi everyone, Is it possible to call the Rebuild function in VBA ? The goal is to update a Quick View by typing in a new period to avoid going into Member Filter and change the period manually (workbook contains multiple QV (ext. I know that Time Functions can be used so users can update through Cube View but the client insists on building a macro.

Hi All!   I want to implement a Data Management that read and modifies data from the cube. The only problem is that the rule type Extensibility Rule does't have the option api.Data to be able to acces to the data from the cube. I'm tring to create a Finance rule that is called by an Extensibility Rule. Here is the example: But I get the error: 1) Error at line 33: Value of type 'ExtenderArgs' cannot be converted to 'FinanceRulesArgs'. ¿Can I call a finance rule directly from a dashboard or from a data management? ¿Is posible to call a Finance rule from a  Extensibility Rule like I'm tring to do? ¿There are some Imports that I can use to be able to use api.Data in a Extensibility Rule?   Thank you! And hope that this helps some people!

Hi, New user here.  I have a report I'm building to show current year to date and prior year to date metrics, each with a variance column followed by a blank one as shown in the example screenshot below.     I'd prefer to see 8/22 - 8/21 below each Variance column.  If not, then just blanks for both Aug 2021 and YTD.  Additionally, I'd like to see nothing in the blank columns where it currently shows None, Aug 2022, and YTD.    Below are the settings I have for Headers and Columns, respectively.     Thank you,

We have fields defined in our connector that are not mapped to a dimension or attribute. I need to build a data adapter to take data from StageSourceData and tie it to the table that holds the data brought in by the adapter so I can grab one of these fields that is not mapped (Location). Can someone advise what is the table name that holds the raw data brought into OneStream by the adaptor (before it is mapped to a dimension or field)? Thanks!

I have a reporting requirement.Projects rollup into customers in UD1.  UD6 contains employees.Reporting requirement is to display both customers and projects U1#Total_Customers.DescendantsInclusive. Also  display employee U6#Total_Employees & U6#Total_Employees.Descendants .  This issue is when the report renders they only want to see Total_Employees (UD6) at the customer level and  Total_Employees.DescendantsInclusive at the project level.   example:--UD1-- --UD6----------- AmtCust1  Total Employees 250  Proj1  Total Employees 100            Dave                     50           Scott                      50 Proj2 Total Employee   150          Mike                      &n

We recently upgraded from 6.8.1 to 7.1.3 and I have about 5 users who are having issue with Excel add-in.All of them are getting below error once they login. I tried disabling all other add-in etc but it’s not working.Any ideas?Saurin

In the below screenshot, I want to add % (beside the numbers) to the utilization % but whenever I try to add % using cube view formatting, it adds % to all of the four columns. Is there any specific way I can just add % to just utilization %.Note: CM and YTD are two columns. Hours and Utilization are levels which fall under these two columns (CM & YTD) 

Hi all,Is there any way to freeze header (yellow highlighted area) in workflow forms area while scrolling down the report? Can you please instruct me how to do it? Thanks.

Originally posted by Francisco AmoresHi,   We have Rule1 and Rule2 in a transformation table. rule 1 executes first and we have assigned a complex expression with a conditional rule. We want onestream to apply rule2 if that condition is not met. However, it seems that you always must return something.   How do we deal with this?   Thanks

Hi there. We are busy with the design of a management reporting and Statutory consol application. Their current year end is June but will probably move to a December YE from end of 2024. As the Time Profile is linked to a Cube the easiest way will be to create a new cube for the new YE data. As the proposed structure of the Management reporting solution will contain many cubes this may be proof to be problematic. Does anyone have a case study where this was done or does anyone know what is best practice in this regard?

Does anyone know how to translate the value in m1status .. m12status in table DataRecordxxxx. Is there a second table I can referece? 

I am having some issues with customizing Dashboard reports to fit my client's data visualization requirements. I  would appreciate some instructions on how to solve them or a suggestion of workaround. Cannot load/edit colors in Advanced Chart I have not been able to create a new color or input my client’s color pallet into Dashboard – nor on charts or report. I am able to choose the RGB color on Clube View, but on dashboard advance chart I can only chose colors from the drop down and even then they do not apply well to every type of chart. For Radio chart for example the colors do not change on the legend or the bullets. In Report I was able to create a new color pallet but it simply does not apply to the chart.     Client pallet:     Cube View color edit:   I cannot link data to the X and Y axis of the chart in Report I created a radio chart in the report component to have more editing functions, however, I could not find how to link my dimensions

  At the moment the Aggregated member uses the IsConsolidated property to aggregate or not. Do I have any option if I wanted to aggregate a member but not consolidate it? With the introduction of the new member Aggregated, is there going to be a IsAggregated property created or will it always work with the IsConsolidated property?   Thanks

Hello, The design doc says that "Any cell in any grid can contain a data attachment. To attach a file, right click on any cell in a data grid and select Data Attachment for Selected Cell". However in my cube view when I'm following that and when I'm on total year for my budget scenario and total accounts, I get the following error message (it works to add a text for each of the single month for same intersection) Would you know if I am missing anything in the set up of my cube view or about limitations in regards of data attachment ? Thank you Matthieu

Hello! Can someone point me in the direction of the definitions for the status numbers on the Data Records table? I also submitted the question to OS support because I can't find the info anywhere. Here's where I mean:  Thanks!

Hello, I want to schedule daily and weekly backups/restores for the OS application. This backup would be used to restore the whole application if something had to happen. There's an extensibility rule that can be scheduled to extract all the application artefacts. The rule has some limitations as it extracts artefacts but not the data.   Is there a way to create daily backup of the whole application including the data ?

Hello Team, Could you please share if there is document for analysis all the logs. Regards, Praveen

I have created a Flux Analysis Cube View with Annotations/Comments.  Everything is working as expected until I export to PDF.  The Annotations/Comments are not printing to PDF, but columns themselves are.  The interesting things is that the comments are there when I export to excel.   Any ideas why this is happening and is there something I need to do to get the comments to print to PDF.   Thanks!    

Is it possible to open an ".xfdoc.xlBook" directly through the excel add in?  It shows the file within the file explorer but will not let me open.  I can open .xls or other shared files, but it doesn't let me open a book?  The report book does render fine through the client (it pushes it to excel).  However, I would like my end users to just grab the xlbook through the add in versus having to go through the client.   Thanks, Sean

Hi all, I am trying to apply a conditional formatting to a variances column, if higher than last year then shown up arrow (color red) if lower than last year then down (color green). Not sure how you can achieve this?

I'm looking for an option to mass delete members marked as ORPHANS in a dimension, I tried few options but if there is any data in the application for any of these ORPHAN members the delete fails Wanted to know if there is a work around or another way to achieve this & also to know if we can delete member without clearing the data

Hello,    We are currently trying to create a report to use in parcel service outlining which tasks in task manager are currently complete.  We have a sql query being fed into a report, but I am struggling with setting up conditional formatting rules in the report designer.  Is there examples somewhere available to use?  I am specifically trying to turn a cell a specific color if the value contains a specific word or phrase.   Thanks,

Hi everyone!I am Angel and I am new to OneStream implementation and currently facing an issue. I am trying to update the Cube Name in my Workflow Profile, but it returned an error message.This workflow profile is under Cube A which has been set as the 'Top-Level Cube for Workflow'. Under Cube A, we have several Sub-Cubes (Cube A1, A2, etc.) which have been set in the Cube References. I am trying to update the 'Cube Name' in my Workflow Profile from 'Cube A' to 'Cube A1' because we would like to load the data into that sub-cube (Cube A1), but it gave me the error message below (screenshots below). Could you please tell what the error message is about and what I can do/check to fix it? Any answer would be so much appreciated, thank you!!  Cheers,Angel

A#Trade_Receivables_Net:Name(Accounts receivable, net of allowances for credit losses of $36 on April 30, 2022 and $107 on April 30, 2021) I am hard-coding the line/name : Accounts receivable, net of allowances for credit losses of $36 on April 30, 2022 and $107 on April 30, 2021 to show up on the report as you can in the second image. How can I create a form that I can input a value into for April 30, 2022 or April 30, 2021 or whatever other date? I want that form to populate into this line item. Where do I start to achieve this?