OneStream Platform Forums

Hi,  In a forecast scenario I have placed some text in the "Custom settings" Text 1 What it the syntax to get this text1 into my header of the CV? T#Year(|WFYearNext1|)Q1:S#WF:name(|Text1|)

Sharing rows and columns allows users to copy rows/columns between Cube Views. 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

Hello All, I have 2 questions regarding interaction between workflow standard functionality and user's rights. When we use form templates, by default users can complete/revert form or the complete/revert Forms workflow. My client would like to adapt this behaviour so that user can complete their form/workflow but revert can only be done by admins, hence those buttons should remain greyed out/inactive for end user : is it possible ?   Also, when we complete a form or even lock centrally a whole workflow, that prevent any data input but still allow users to run calculations through buttons (which trigger data management jobs) that are present in the dashboard. Can we lock somehow the fact for end users to be able to run, or not, those calculations? Thanks for your help Matthieu

Hello! I have a question about other customer experiences and best practices regarding forecasting adjustments. We have forecast scenarios set up and previously would copy the entire scenario as the base for additional “adjustment” scenarios. We used these to toggle on or off certain risk adjustments in future periods but in order to save space and stop replicating so much data, we’re trying to move to another method instead. In our application, we have our UD3 set up as a more detailed Origin dimension where specific layers of adjustments are added (journal entries are split into more detail for GAAP or non-GAAP for example). This is where we were planning to add the adjustments but I wanted to check in with everyone else first to see if anyone has experience. Basically what we want is one scenario where I can pull a UD3 “base” of the expected forecast data then “base+adj1” which would be an alternate hierarchy of the base data plus adjustment 1. Then we’d replicate that alternate hie

We need detailed logging for troubleshooting and investigation of issues, so we have Detailed Logging=True. When set to True we like to hide all the details for the end-users when an error prompt is shown so only the administrators or specific role have access to all details in the detail logging.

I am taking a copy of an application to create a Sandbox for the users to test things. I have been using the document 'How to make a copy of a OneStream XF Application' which I found on ServiceNow. While the document explains how to take a copy it doesn't explain the options. I found I have to select the option 'Create a New Application Unique Id' when renaming the application: I can't find any reference to it in the 'Design and Reference' guide nor the Foundation handbook. I think it means that by renaming the application, you are creating a new application separate from the source application rather than simply changing the name of an existing application. Can anyone confirm or correct?   Thanks Marcus

The size necessary to buffer the XML content exceeded the buffer quoto while try to submit a journal entry..

Hello, I am trying to write a rule where I get the base of Net Income where the Text 2 field is not blank. Does anyone know the syntax to indicate blank?  A#NET_INCOME.Base.Where(Text2 <> ????)   Thanks!

Hello! I'm trying to set up a few workflows that individually kick off an SFTP load,  but only for that given workflow. I created a dashboard button that the user clicks on to run the SFTP data  management job, but it currently loads the fiels for all workflows set up for SFTP. I'm tyring to find a business rule line that doesn't sue the batch file load. Are there any examples of only loading a file based on the workflow selected?   Thank you!

Hi, in reference to the code sample below.  Is it possible to visualize the consolidated comments on separate lines in a cube view?  They start running together and get hard to read.  I tried inserting Environment.NewLine or {vbNewLine} into the code but that did not seem to work.  Any suggestions? Finance Dynamic Calc: Annotations Consolidations thanks, Greg

Hi, I'm trying to build a cube view having a list of Entities on the rows. I'd like the row label to be the entity description followed by the entity currency. I was trying to use the Name function to do that. I am able to display the entity currency like this for example: E#Tot_Entity.TreeDescendantsInclusive:Name(XFMemberProperty(DimType=Entity, Member=|MFEntity|, Property=Currency)) Similarly I can use the XFmemberproperty function to retrieve the member description, like this: E#Tot_Entity.TreeDescendantsInclusive:Name(XFMemberProperty(DimType=Entity, Member=|MFEntity|, Property=Description))   However, I have been unable to combine the 2 things. How do I concatenate strings within the Name function? Thank you

Hi  Do we have any process or procedure which helps in migrating OneStream application from one environment to the other.We are aware of application load or extract. Do we have any another best process which can help in migrating to adopt only recent changes to application. ThanksChand

I currently have accounts tagged with a text value within Text1 default. There are rules which refer to the text value.  My question is, if beginning in 2022M6 (for example), how can I set this text value to blank to make sure the formula no longer runs on this account. Let me know if there are any thoughts outside of entering spaces or a different value.  Thanks for the help. Cheers!

Hi all, Does anyone know how to easily overview changes in the EntityDim in terms of Percent Consolidation and Percent Owenership between periods and years? Can this be extracted in a prebuilt report or built in a cube view? For example if I would like to get a snapshot of one hiearchy in the EntityDim including percent ownership and percent consolidaiton for period 2020M10? Thanks, Fredrik

Hi, I have created a dashboard which contains multiple BI viewer components. Each BI viewer component is composed of a data grid and a set of list box filters. Is it possible to setup the BI views so that the selection done on the filters by a user is retained when switching to a different BI view within the same dashboard.If an user select the Cost center "0002 Internal Audit" in the first BI view, and the same user then select the second BI view, the selection on the Cost center filter (which is available on both BI views) is not retained and the filter defaults back to "Select All". Is there a way to change this behavior? Is there something I should have setup to have the filter shared between the multiple BI views?Thank you

Hello, In another post user KarlT suggested the use of the UD defaults available for UD1.  I manually updated members, and the functionality is exactly what I need. I need to update the field through a data load.  UD1 members (Projects), will always have a single UD4 value.  In the current TransformationEventHandler rule I am updating text fields in my UD1 members.  I thought I could just duplicate the code an update UD4Default.  However it is not working.  I know it is trying to update the UD4Default value, because if I manually assign a value, it gets cleared when I load. My 2nd thought was that since it is a member selection and not a text field I needed the member id.  Which is my attempt below.  Any thoughts or suggestion? 'A3 is the department (UD4) example 189 'UD1Attr1 is the project (UD1) example 14123 'D1_Defaults MembersDim DeptId As Integer = BRApi.Finance.Members.GetMemberId(si,dimtypeid.UD4, A3)Dim UD1Dept As MemberInfo = BRApi.Fina

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

Hi all,  In a CubeView we want to see selling and buying members in one row. So for Column 1 is sales where the Entity is the selling entity and IC is the retrieving entity. in the same CubeView Column 2 is stock where the Entity is the Buying Entity and IC the selling entity. So for Column 1 i want to see E#Entity:I#IC and for column 2 E#IC:I#Entity. This is straightforward in an xfGetCell in excel but then i cannot do row suppression. I haven't found a way (yet) to get the current row's Entity and populate the IC dimension with that value using e.g. an xfbr rule.   Thanks in advance,  Marc

Hi,I'm trying to create a dynamic calc script that will increase this column's value by 1 for each member in the adjacent column. For some reason, my script is not doing it instead it is returning the same number 2, Would you guys be able to assist with this?  I'm trying to do it in a cube View. Thanks. In reality, I just need to increase each row number by 1 and I believe it may be possible. Ideally, I want it to be a Dynamic Calc over an XFBR. Has anyone done this before? Can it be done in the UD8 Dimension?

Hello,   As my title indicates, I am trying to create comment columns within my CV's that utilize the V#Annotation and V#VarianceExplanation members and am stuck at a roadblock with this error: Error saving data attachment. The intersection is read-only. Is this something handled within security? Any help is appreciated.   EDIT: I have heard that one possibility is that this is not a base level member that I want to make a comment to. Could that be the reason why? And if that is the case, is there a way to get around this?

Hi All, I am very new into the OneStream world. Wondering for those OneStream Functional Administrators out there, do you have the “Administrator” role or it is just for the IT team? I have been a techno and functional guy in the HFM world for many years, so I am not used to lose the admin rights. Just want to see whether it is a common practice out there that I need to adjust. Thanks in advance! * This post has been migrated from Champions

Hi Team, I would like to understand how you are managing the Entity changes on a monthly basis. For eg: the Entity name in 2021 M6 is San_Jose_213 and it is changed to SFO_213 in 2021 M7. If I choose the rename option, then 2021M6 cube data will override but custom tables created for our requirement will remain with the old MEP name. On the other hand, if I chose to create a new entity how to intact both the entities for future reference

Question on how to loop UD#1 children using the member filter type, UD#1 loop definition and a POV parameter. I get only the first child’s data on all of the multiple pages. If I same my select department I am able to see the different pages but no data is coming into the Cube View. Posted by Carol Vredeveld Migrated from Champions

Hi All, We are exploring an option to extract the system log from System database table. Table names are “TaskActivity” and “UserLogOnActivity”. If any one of you can guide me, what would be the best way to achieve it. Thanks & RegardsMayank Posted by Mayanka Bhusan Migrated from Champions

I am testing an update from version 5.1 to 6.4. In our current version, when I select a workflow form that opens an Excel file with an embedded Cube View, the form opens with the Excel menu set to “OneStream XF”. This was good because the user can input data and hit the Submit Sheet button with a single click. Now in version 6.4. the form opens and the default menu item is “File”. Requiring the user to first change the menu to submit data. Is there a way to set which menu item opens by default? Thank you…Bill Posted by Bill Walke Migrated from Champions