OneStream Platform Forums

I'm working on a cube view that displays reporting data in a quarterly trend. The end user would select which quarter they want displayed and the CV would display that quarter along with the 4 previous quarters.  Ex. User selects 2022Q1 and then CV displays the following columns 2021Q1, 2021Q2, 2021Q3, 2021Q4, 2022Q1. Data would be displayed quarterly in each column. Any suggestions on how to write columns based on this criteria? Thanks.

hello! Is it possible to bookmark reports generated through books? 

I am working on a cube view that will show balance sheet data for actualized months next to estimate months. I would like for my rows to reflect actual data for the months that have been actualized and then within the same row show my estimated future data for the estimate months.The difficult part I am running into is that I need to use a different UD4 for my estimate months in order to allow the ability to overwrite the estimated amount.I believe a business rule that would dynamically change the Scenario and UD4 would give me what I need.

When I try to run reports for certain entities, I get the error "Value was either too large or too small for a Decimal" . Does anyone know why this is showing and how to resolve this issue?

Hi, I found this post from a year ago.  Has the solution mentioned been added to the product?  I have this exact situation and looking for the easiest solution. thanks, Greg   https://community.onestreamsoftware.com/t5/Office-Hours/How-do-you-clear-elimination-records-for-parent-members-that/ta-p/1224   Answer The data is stored in the intersection even when the parent is removed. To clear the data, you would need to put the children back under the parent, run a DM job to clear data that is for E#[YourTopParent].DescendantsInclusive and T#[YourApplicableYear].DescendantsInclusive and then force consolidate. This will clear the elimination data for the parent (but also the data for the children entities). Then, the parents can be deleted/removed as needed. Note: There is a pending update to the product to address this in a future release.

Hello,is there a way to automate the creation of form template assigning the same name of the cube view?I have 30 disclosure forms to be added in a "form profile" and I am wondering if there is an alternative way of manually creating a "form template" for each "cube view". Thanks in advance for the help.Marcello 

Hello,Does anybody know what's the logic for TimeKey creation?As I see it's 10-digits code, but I can't see any logic behind it.Example:"TimeKey": 2018003000,"TimeName": "2018M1". Thank you.

  "Cube" is another name for the Financial Model Question Credit: Nick Hymes   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 have a question in regards to cube views - I have multiple rows in the report, some of them including member extensions, and I am gonna write here an example: Row 1: A#Rent Row 2: A#Penalties.Children Row 3: A#OPEX Check that I want to make: GetDataCell(CVR(Rent) + CVR(Penalties) - CVR(OPEX)):name(Check) Instead of getting 0 on the check row, I get to have a difference due to tha fact that the formula only takes into consideration the first child of Penalties, ignoring the rest of the children. How to accomodate/change the formula in order to have all the children into consideration?   Thank you, Ioana

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