OneStream Platform Forums

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. 

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!