OneStream Platform Forums

Hello,I haven't yet found how to extract at once, all the Workflow Profiles for all entities for a single task.For instance, I need to extract the "import XLS" task for all entities, and not select the WF Profiles task entity by entity.In the module Load/Extract, it does not seem possible.Do you know how to do it ?Thanks,Regards,Harry

can you add totals to all the columns in a quickview?  not with excel formulas

Is there a way to apply security on the records inside a Register ? For example I have 10 Entities and 10 Workflow Profiles with distributed registers built, Now inside the Registers there is a column for CostCenters. There are around 10-15 CC's. Users specific to CC should only see their records in Plan Register table. Is that possible ?

can you link the T# to a cell in a spreadsheet to pull in the date and refresh on its own without having to go into the member filter builder every time? 

Hello OneStream Community;  I am trying to copy "Actual" Scenario to a "Plan" Scenario. the Plan Scenario uses Summary Account structure and the Actual Scenario uses a detail account structure which is a Extension of the Summary Account (so a base account member in the summary hierarchy used by Plan could be a parent in the detail account structure used by Actual).  I am using a member formula in the Scenario dimension as below, using the "Option" member filter so that only base accounts in the summary account structure used by the Plan scenario is copied over from Actuals. But this is not working, since only base accounts in both the Summary (Plan) & Detail (Actual) account structure is copied over, the parent accounts in the detail account structure in the Actual scenario are not copied over. Any suggestion/help in the right direction would be greatly appreciated.   - thanks Kumar    api.Data.Calculate("E#WWPlanEntity:S#MultiYrActOL:V#Periodic = E#WW

Is there a way to reference the contents of a spreadsheet created in OneStream via a business rule? I am trying to build a logic that will reference cells on the created spreadsheet in my BR.

In our people planning when you hit Complete on the Workspace it automatically goes through the Import, validate, Load steps.  Is there any way to do this when you start with Import, Forms or Journals and have it only stop if there is an error?  It would be much nicer if the user could kick it off and go do something else and have it be done when they get back.

Hi I want my UD3 value to be None for all BS and Revenue Accounts and then only look to the department to the 1:1 mapping if it is an expense.   I created composite rules that have for an example the expression A#[1*]:UD3#[*] with an order of zero and then the 1:1 mappings with the order of one but it still finds the 1:1 rule first.    Does the order only work within the Type and they always trigger 1:1 types first?  If that is the case an recommendations?  PS we are currently doing this in the data source but we run into a problem when we have a new account that they have to reupload the file again so that it knows what the account mapping is.  I figured if I put it in the UD3 transformation that the account transformation would have already happened.Thanks in advance!

is there generic template available to load journal via csv template?

Does anyone know if it is possible to display commas within numeric columns in the table view feature?  I have attempted to make this work both through the business rule and using formatting within the spreadsheet tool, but every time the spreadsheet is refreshed, the commas are removed.  Any advice in this area would be greatly appreciated.

HI I am trying to automate a data extract process to send data from OneStream to another system eg Anaplan. I have a data Mgmt job to Export the data to a CSV on the file share. I now want to move that CSV file from the file share to say my desktop for example (or any other file storage place). Has anyone done any routine like that? If so is there any BR in OneStream that can be used for that. I havent done this before but sure others may have come across this so just wondered what the best approach would be. Thanks!Tahir

Hi, when creating a Finance business rule, the proposed business rule template has a Main public function and a "Select case api.FunctionType" in it.   What is a FinanceFunctionType? And if I want to be able to call the business rule from a Data management step (execute business rule step), within which FinanceFunctionType should the code to execute be included?   Thank you

Hi, We have combo boxes in a dashboard that use an XFBR to define a UD1 (Cost Centre) list based on the text 2 field from the users current workflow. For example, if a user is in the North America workflow the combo box will only display North America & below. When a user changes their workflow & returns to the dashboard if their last selection isn't present in the new hierarchy the combo box will display a blank result. Is there a way to prevent this? We also have a similar issue where a combo box contains 2 parameters, 1 that defines the prior month & another for prior year. If the workflow time is changed these also return blank when the dashboard is opened. Thanks,

All,New to OneStream but familiar with other tools in the space.  One request recently from a user was for a functionality similar to that of the "Personal Sandbox" capability within IBM TM1 / Planning Analytics.  This functionality allowed a user to easily create a new scenario that allowed them to perform what-if analysis and once complete, discard the scenario or (permissions permitting) push the new data back into an existing scenario.Any functionality or approaches like this available in OneStream?Thanks!

when down load excel add in 6.3 it shows as OneStream XF in tool bar. Once you open you excel workbook with data, the data will not show unless you disable the Excel add in from COM Add-ins. can some advise how to fix the issue? 

It appears that my chart only changes when I "refresh" the Dashboard it is contained on, and the Parameter prompts do not prompt when I "redraw" the dashboards.   How can I get the chart to Refresh w/o the CV parameters prompting the user? Thank you, Stephen

Hi Team, i am trying to import an attribute in stage using excel template but not able to make this work. Please suggest where i am going wrong. Following is my Excel template where using tags to import:Excel template tag for Attribute1Following i defined in my data source:But, when i am importing, the InvoiceNumber column always shows blank: Thank you,

Ad Hoc Analysis is a way to use a spreadsheet environment to report on data loaded into the Cube. 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,   I created a Grid View to export data from database by SQL query. Some columns should be in number format and others in date format. I defined date format in both SQL query and in Grid View. But when I export data by right click from grid view -> Export To Excel XML, all columns are in text. How can I change default setting of XML Export so that columns will have correct formats ? Thanks in advance. Summer   Format in SQL Query: FORMAT(ActiveDate, 'dd/MM/yyyy') as BuildingDate,   Format in Grid View: ColumnName = BuildingDate, DataFormatString = dd/MM/yyyy,   Export XML file:      

I am looking for a way to download a dashboard with multiple tabs to excel and making sure each tab is downloaded to a tab in excel workbook. Is there a way to do that easily?

Is there a way of setting the selected cell in a cube view when this is refreshed. As far as I can see this defaults to the top left data cell. It would be useful if this could be set using a business rule or a parameter.

Hello,  Is there a way to apply the RowExpansionMode (e.g. - Collapse All) setting when a user select's "Show report"? The Report Viewer appears to default and expands all.  Ideally, I would like to set it to open at a predefined level, which I know is capable in excel. Thanks, Sean

Hi, Do you know if there is a way to display in a Dashboard where a Member name is used in the application (in which Cube Views...) ? Thanks, Regards, Harry 

We have an issue where in an excel template when opened by few users the formulae doesn't work as expected They get  _xlfn ._xlws prefix before the functions which is because workbook contains a function that is not supported in the version of Excel that they are currently running Excel version used on the users machine is 2016 and according to onestream this is a compatible version with 7.0.1  Error screenshot below, let me know if anyone ran into similar issue This is not an issue when the same template is opened using excel part of office 365  

Statement: I can use global variables. 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