OneStream Platform Forums

Hi All,  I'm trying to understand whether there is any way that within People Planning, a user would be able to initiate a transfer and the receiving entity would have the ability to accept or deny this transfer through an approval process.  As an example, If I am transferring 3 employees from the insurance team to the finance team, would a member of the finance team be able to deny this change?   Appreciate any insight you all may have on this. Thank you! 

Is it possible to use data from attributes and attribute values in a cube view row or column filter?

Is there a way to use functions as parameters in an XFGetCell formula? I want to retrieve values for the previous month to compare to the actual month.  It would be nice to use something like T#MonthPrior1([actual month]) instead of using some excel functionality to calculate 2022M1 and use that.     

Happy Monday Y'all, How do I call a cube view extender BR in a cube view. I'm using it to increase the report sub-header font. I'm using a code that was described in OneStream XF manual.  \ Here is the code: Select Case args.FunctionType Case Is = CVExtenderFunctionType.FormatReportUIItem Dim uiItem As CVExtenderReportUIItem = args.Report.CurrentUIItem If uiItem.UIItemType = XFReportUIItemType.PageHeaderLabelCenter1 Then uiItem.FontSize = 14 uiItem.Bold = True End If End Select Thank you, Mustafa A

Hello Everyone, Please help with your expertise on below one issue I am facing, Thanks in Advance !We are trying to use Workflow channel for independent locking for forms, however not activated for any Dimensions.Summary of current status/setup is as below:1) Each entity is assigned to it's own independent workflow profile2) In each workflow profile we have  3 forms - 2 for entities and 1 for Corporate3) Created 3 channels - 2 for Entity forms ('Flow_Load' and 'IC_load' and they need to be able to lock independently) and 1 for Corp forms4) Moved all accounts to 'NoDataLock'5) Now Entity users have access to 'view and write' only on the 2 forms with local channels6) I was expecting that when Local forms are completed and locked - Entity users should not be able to load any data via Forms - "HOWEVER they can still do this via Excel Grid and / or Setvalue" ((((  Question is - Is there a way that as soon as they lock all the channels available to them Forms is 100% lock

Does anyone has a NotePad++ language definition file for OneStream rules? Thanks in advance.

How do I set up drill down for relational sources in BI Viewer?

Hello,I am wondering if you can provide any issues or conflicts that may arise by changing the "Input View For Adjustments" from "Periodic" to "YTD" on a Scenario? How does this impact historical data? What happens to Periodic journals booked in a previous month, do they automatically convert to YTD, or do they stay Periodic? I'm looking for any best practices on making this change. Thanks!Regards,Ronnie Karpinski

OneStream Platform releases will periodically include an update to the Business Rules compiler, which is noted in each version’s Release Notes.  The enhancements typically make the compiler stricter in detecting syntax or other conditions, which are surfaced through Error or Warning messages.     Error messages must be resolved, as the Business Rules will not complete the compile process. Warning messages are exposed to provide guidance to the Administrator.  The displayed line items will still function but should be updated to support the latest compiler’s requirements.  The method to resolve the Warning will vary.  In some cases, a replacement function may be available, or there may be a change to a function’s properties. Example   The above error message informs the Administrator of a Warning on the LookupRowFieldValue function having a property change.  By reviewing the current rule, and by looking at the current Function Definition, th

Good morning All, How do I make build this dynamic calculation for my Monthly Rate KPI CV?  It takes the new month and divides it by the previous trailing month (e.g. Jan-21/Dec-20, Feb-21/Jan-21....)   Here is the code I wrote: Dim RentalRevenue As Decimal = api.Data.GetDataCell("A#NetIncome:U4#[Rental Revenue]").CellAmount Dim RentalRevenueTrailing1Mo As Decimal = api.Data.GetDataCell("A#NetIncome:U4#[Rental Revenue].Prior1").CellAmount Return RentalRevenue/RentalRevenueTrailing1Mo   Any ideas will be appreciated. Thank you.   Best, Mustafa A  

I have an user who is not an administrator but has manage cube view security role so he can create and manage cube views.  However, he is also able to access cube view groups that are assigned to administrator only.  Is there a way to restrict this user accessing these administrator-only cube view groups?  Thanks!

Hi Team,We would like to understand how to  copy data from some specific tables fromappsuite(appsuite-prd.onestreamcloud.com) to appsuite_dev(appsuite-dev.onestreamcloud.com)for some specific tables.

Hi All, Is there a way to visually see in a Cube View that a cell has a document attached to it? The purpose is to attached supporting documents to some Cube Views. Thanks  

Hello Everyone,  Looking for a quick help Please. Here I am trying to write a Dynamic Calculation code which will follow the exact logic of PVA translation however will use rates from previous year. So kind of a Constant currency solution. However when I am in Time period 2, I am unable to pull data from different periods, This calculation works If I make my T#Hardcoded e.g. 2020M1/2020M2. Current outcome is all zeros 😞 Please help with any solution anyone has or can point me to right direction - since unable to understand what is missing.   Thanks Satish    

Hi All,I'm creating this report which uses a custom formula, that takes SUM/AVG of past six months, and calculates the Pct value. I tried using Rolling6MonthTotal and Rolling6MonthAvg  view dimension in Denominator/Numerator, but it doesn't work as it should. Any ideas on how I can make SUM/AVG the prior 6 month, and run this calculation (highlighted). Thank you for your help.Best, Mustafa A  

Hi all, I have a dynamic calc that displays zeros instead of null when the source cell is null. In the image below, MTD_CF is dynamic and it shall display None data under certain conditions. When None is null, MTD_CF is showing 0. Is there a way to avoid this so the dynamic calc shows nulls as well? I've tried with RemoveZeros, like this: Return api.Data.GetDataCell("RemoveZeros(V#" & view & ":U1#None)").CellAmount The code returns the result, but does not remove the zeros. Any ideas? Thanks in advance. GSF

Hello: I've integrated a set of transaction details from a GL into a bi-blend cube within OneStream. I'd like to aggregate along the UD1 dimension so we can see the data at the parent level for each transaction. The dimension consists of a set of parents with a few base members rolling up to each one, it's a pretty simple dimension. I'd like to be able to see the parents in a column with the base members in the other column. Note: that the base member is being passed directly form the data source, i.e. It's a pass thru mapping. An example of a parent child relationship is below: Parent: Clubs Base:1000 Base:2000 In the ud1 value column, I'd like to only see "clubs" while in another column I would like to see "1000" and "2000" values in another. I know that in the ud1 when I aggregate this dimension, I'll see the base member and the parent members in the same column for UD1 even if it's the blend unit dim. I'm passing the base values into an attribute. Is the only way to exclude non-bas

SOURCE: OneStream Champions I have a cubeview in onestream. If I launch one of them via the api it runs in 45 seconds. If I start two of them at the same time, they both finish in about 1:20 (a little over a minute, which is almost double the 45 seconds).     https://discourse-static.influitive.net/uploads/db_8467a788_7b9e_45b8_8b6c_d37e1967220d/original/1X/fdaa8e3ec877c251814ffe035f4895e65ba2dbc7.png image.png2140×180 24.7 KB   What is the reason for the extra amount of time that is spent per report when two are running concurrently? IE. what internal resource is being protected against concurrency? From a technical standpoint, it seems very unexpected that two readers would block each other in this way. You can see in the screenshot that there is plenty of CPU available. I’m assuming this topic isn’t specific to our environment or to this cubeview. Nothing we are doing seems exceptional or unusual in any way.

Hi,  Regarding IC matching, is it possible to have a parameter with different Group entity levels in the dropdown? Regards,  Lovisa 

Hi, I am working on a huge report (via Cubeview) with over 3 million rows with data, and i am unable to export to Excel nor PDF. Error message siad that the maximum row allowed is 1 million rows. Does anybody have an idea to increase the number of rows please? Thank you very much Khanh  

Hello & Happy Friday.How do I over-ride a cube view cell amount? For example: IF an account (for e.g. Fleet Revenue %) is less than a certain number (for e.g. 45%), then run a custom calculation in all those cell. Else, show the original number. The excel-sheet uses an IF statement as shown below. I'm thinking that I have to write a BR (with nested IF) to run this. Will be great if there is a existing BR or method somewhere else, that I can reference. Any ideas/suggestions will be appreciated. Thank you!   

I have created a DM sequence that calls multiple steps.  One of the DM steps prompts the user to select a seed Scenario which I then pass to my Finance BR as a parameter value.  The scenario options are presented to the user as a Member Dialogue Parameter object.  This works perfectly when I run it directly through Data Management.Next, I create a Dashboard for all of this using Data Entry 123 for display.  The user sees a button component that is configured as 'Execute Data Management Sequence' and I give it a Task Argument of {Phasing_BUD_Seq}{} which is my DM Seq.When I test this from my Workflow (uses DE123), it does not prompt the user to enter the Source Scenario from my Parameter, it just fires the DM Sequence.  It seems like my member dialogue parameter is somehow being supressed or skipped.Does anyone know what I am missing here? Thanks

On a couple occasions the users of the OneStream Add-in have unintentionally reported partial results from a onestream cube.  This has happened when data extends beyond the allowable page size ("Maximum Number of Rows").   It can sometimes come up by surprise.  For example, a user may pull in all the YTD activity from a cube and it will fit within the page size for much of the year but towards the end of the year some of the data will go missing.  If the Onestream data is retrieved on one of several sheets, and the data is used indirectly for calculations that are displayed elsewhere in the workbook, then the problem can be easy to miss.    In fact, this type of a problem can even be overlooked when you are staring right at the add-in itself, since the only indication of a problem is way down at the bottom of the results.  That is where you can see the "Page 1" annotation (see image below)     This brings me to my question.  Is there a

I'm having trouble figuring out how to organize the layout of my cubeview.    I'd like a tabular layout where dimension levels will occupy their own columns.  Below is an example where I am retrieving data from my cube by week.  But I want to display the parent month and quarter in their own columns, next to the weeks.       I am able to build the layout shown in the first image above.  This is accomplished using TreeDescendants for the year.   But I can't find a way to organize my quickview in a tabular layout (see the second image). Any help would be much appreciated!  Sorry for the basic question.  (I haven't yet found a good source of training material for Excel quickviews.)  

Hi All, Happy Friday, I am building a form and in my cube view I am giving option of selecting Entity, Based on entity I need to show two Dimensions  in the detail, we don't have any connection between these dimension. I can not update the Text field of entity because there are many to many relationship, One entity can have multiple project and ICP, so based on selected entity I need to show all related projects and ICPs so user can adjust the data. Selection - Entity Projects   -     ICP    $$$$