OneStream Platform Forums

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?

Hi everyone, I would like to add a top and bottom border to a specific row in the report when I export the cube view.  I know this is done by setting the GridLinesColor to a specific color and ReportUseTopBorder = True and ReportUseBottomBorder = False. Even though my client will not use the cube view but is only interested in the report view (which will be exported to PPT), I would like to know if I can have the top and bottom border in the report view but not show the grid lines when viewing the cube view. Thanks for any help in advance. Kind regards, Floris van der Poel

I am trying to get both columns (April 30, 2022 and April 30, 2021) to spread out a bit in the report shown above. I would also like to center ASSETS when my columns are not so close to the middle of the page.

Hello All,  I need some Quick help . is it possible to create a Child under a Base member that has a value. for example in my UD2 dimension i have Book A1 it is the Base member and it has data in it. If i try to create a Child under this A1 , Child A1_C. i am losing view of the Data . Is it a Cube View issue i need to resolve . or its not possible to create a child under a base member that already has values in it ? 

For Entity transformation rule, we want to build logic so that Source entity looks at its parent entity in one of our entity hierarchy in OS dimension, read and then map to the parent entity text8 assignment, then map to that entity the text8 assignment. How can we setup logic for that? 

We are looking to pull a Cube View Report into an Extensible PowerPoint document. We have working XF Cells currently but are trying to use the below input to generate the entire Cube View: {XF}{Application}{CubeViewReport}{CubeViewName} Which one(s) of these inputs would we need to update/ is there additional setup needed via Presentation/ Books? We experimented with changing the Cube View name and Application fields but have been unable to return anything.

Hi All, I am trying to find a way to create a report that shows the Entity and the Parent in a column next to it. I tried to do this by using the functions =XFGetMemberProperty() and =XFGetRelationshipProperty(), both returns an error when I try. =XFGetRelationshipProperty(“Entity”,"",B15,“Parent”,"","") returns “#ERROR: Parent”=XFGetRelationshipProperty(“Entity”,B16,"",“Parent”,"","") returns “#ERROR: Member Name”=XFGetRelationshipProperty(“Entity”,B17,"",“Parent”,“ACTUAL”,“2021M1”) returns “#ERROR: Member Name”=XFGetRelationshipProperty(“Entity”,B4,B5,“Parent”,"","") returns “#ERROR: Parent” =XFGetMemberProperty(“Entity”,B13,“Parent”,“Finance”,“Actual”,“2021M1”) returns “#ERROR: Finance”=XFGetMemberProperty(“Entity”,B14,“Parent”,"",“Actual”,“2021M1”) returns “#ERROR: Parent”=XFGetMemberProperty(“Entity”,B14,“Parent”,"",“Actual”,“2021M1”) returns “#ERROR: Parent”=XFGetMemberProperty(“Entity”,B11,“Parent”,"","",“2021M1”) returns “#ERROR: Parent”=

I can drill from a Confirmation rule. 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

Hi all, We’ve set up a UD1 member to account for headcount in our application. We have cost centers in our account dimension which we’re using in conjunction with the headcount UD1. The issue is that the numbers translate when reviewing at a base entity depending on the currency or, if we load a USD JE, the numbers are just not visible for base entities in a different currency than USD. I’ve reached out to OS support and they have no reference for a customer using UD for headcount and say that any account type outside of Balance or NonFinancial will translate (CC accounts are expense). Any thoughts on workarounds for this? We’ve settled with the USD JE though that’s clearly not optimal. Any suggestions would be welcome! Thank you,Nicole   PS. I had to add a letter to the header because it didn’t meet the minimum which is why there’s a random r up there 

Hi there, I wonder if anybody knows how to access dashboard combo box selection from SaveDataEventHandler? I was able - through BRApi - to get the parameter assigned to the combo box (with the entire member list in it), but not the actual selection. I think this is possible from Dashboard Extender BR, but not Extensibility. I would appreciate any tips & advises. Best,Karol

How can we get a system generated report for version compare for metadata and finance rule changes?  The question is related to providing SOX audit documentation compares to auditors as this a finance tool. Earlier in HFM, we used spreadsheet compare. Please suggest.

We have a user who's add in files are adding a prefix to all the formulas of:=@onestreamexceladdin.xfgetfunctions.For all other users this does not show up.  I tried looking at the settings and searching several Excel forums to see what the issue might be.  I am thinking this is an Excel option that may not be set correctly. Has anyone seen this before and do you know what the issue may be?Thank you!  

Looking to start using the View txt fields (Annotation, Assumptions…) and understand that there is no natural way to have that information aggregated/consolidated up. I am told that a BR is needed to do this. Just checking to see if this is correct and if anybody has had success in this getting it to work. Ideal use would be for our regional leaders to be able to see summary comments on specific line items that we report on.

Hello, I am attempting to build a simple line chart through BI Viewer with Cashflow amounts in Y axis and Time (month-year) in X axis. I cannot get it to sort properly so it display data to flow through time. In the X axis, I choose Time for Arguments and sort in ascending. But it sorted as 2021M1, 2021M11, 2021M12, then 2021M2. When I change Time display from Name to Description, it goes by April-2021, April 2021 etc. How do I set this up so Time dimension flow through chronologically?

Hi Folks, I have created a dashboard for Flash reporting, and I’m trying to add a section for commentary. I’ve used the View member “Annotation” in the cube view. This works fine for short comments or comments the length of column, anything beyond that is not visible. Anyone have an suggestion on how to get around this, eg wrap text or maybe another option to add comments to a dashboard. As an FYI, the comments are linked to the parameter on the dashboard. Thanks in advance.

Is there a functionality to populate headers when we open a cube view from Excel.  Currently when I open Excel, connect to OneStream and open a cube view, the headers that we set in OS does not populate.  Is there a fix to this? 

Hi everyone,   I am having some issues with the report dashboard component. I have created a report that consists of a graph linked to a specific data adapter. This data adapter is connected to a cube view. Everything is working fine, I am getting data in the graph, and it's doing the correct thing. However, the graph is printed 72 times on the report. These graphs are all identical, so it prints the same graph 72 times on the report.  Is it a coincidence that when I test the data adapter, the 'total number of rows' is also 72? In addition, is there a setting where I can specify that the report should only be printed once? I hope someone can help me find a solution. I really appreciate any help you can provide. Floris van der Poel