OneStream Platform Forums

Hi All, How do I make my Cube View display prior2 year (2020), but only the last six months. Any suggestions will be appreciated. Thank you!  

SOURCE: ONESTREAM CHAMPIONS Hi All,We are at the point in our implementation where we are thinking about managing security and our userbase. We are going to have ~600 users as we are very decentralized with our financial management, and we currently have our SSO setup with SAML. We use ServiceNow internally for all things workflow/helpdesk related and were going to be building the workflow for user creation/modification and their roles. Knowing that OneStream also uses ServiceNow for their integration I am wondering if there’s any thing out there to automate certain things from ServiceNow, or if we can script a .xml file out of ServiceNow to our staging database and have that loaded to OneStream to make the changes. If anyone has any ideas or experience I’d love to hear, as we are going to be having our OneStream system as an “in-scope” software from an audit perspective and want to have some tight controls around user management. Thanks,Jeff

Dear OneStream community,I'm trying to save the data on this gridview on a shared folder, does anyone know how i can do it ?  Once i will save it on a shared folder, i will put a business rule on the "initiate export" to tranform it and eport it in my computer this time.Please advice if you have any idea how i can do this,Thank you

How do I make the entity column to align left? Excel has it's own formatting, but it changes back every time I refresh my workbook.  I'm using an excel-add-in.  Wondering if there is any alignment setting, that could be changed in OneStream.   Any ideas? Thank you!

New to OneStream but thought I would post an issue where we have an integration that runs a BR without any parameters and it will run successfully if we run it manually from theData Management menu. However this same integration will fail with the following error if we schedule/run it from the Task Scheduler. Here is the error we see in the Task Activity Log:Summary: Error processing Data Management Step 'Import DB2 Audit Checks'. Unable to execute Business Rule 'DB2_DataAudit'. Select a valid workflow profile... Any thoughts? Not understanding how it runs ok manually but has an issue if the Task Manager runs it. Thanks!

Hi All, How do i get data from Cognos into OneStream? I'm building a Fleet CV report, which uses two metrics -- FUR (Fleet unavailable to rent) and UPA (Under Performing Assets), which is available in Cognos. I'm assuming that I need to built a data adapter, or a manually upload the data.   Any suggestions would be great.   Best, Mustafa     

Do we have a way to transfer a file within OneStream (a pdf report), and automatically import into a public folders.  What will be the file-path to that shared drive in OneStream.       Any ideas will be appreciated. Thank you!

Hi is there a way i can load a on premise file to onestream file explorer automated. 

Hi, We are storing project plan data in a custom table in OneStream and loaded the data into a cube. We are having a requirement that a single project may last 2 to 3 years and if the user wants to see the project plan of a particular project from the start date till the current year, how to get it in a cubeview.   Thanks & Regards, Madesh K

Hi, We have built a cubeview in OneStream. Now we are having a requirement to get input/comment from user and store it back in OneStream. Is there any KB article or something to refer? Please suggest how to achieve this.   Thanks  & Regards, Madesh K

Is there a best practice to get the report headers to be a consistent size regardless of the Rows and Columns in the report?  We have the Standard Reports under Application Properties setup to drive consistency, however it appears the columns/rows formatting of a particular report is driving the size of the report header. In the example image, we have identical report headers with different column sets.  The top report has more columns which is resulting in a smaller report header.  It seems that should not be impacted by anything within the actual body of the report. Second report formatting question: Is this functionality available?  The answer says it was expected back in 2020, but I can't seem to find where this feature would be.   Question: Are there any updates on merge and cent... - OneStream Community (onestreamsoftware.com)   Thank you, Aric Gresko OneStream Administrator | EverCommerce 

Hi, I have two question in one:1. I'm trying to add a variance column in a Pivot in BI Viewer for amounts that are split by 2 scenario's, actuals and budget. What is the most practical way to do this? I thought I would add a variance in my cube view used in the cube view md adapter but this is not picked up by BI Viewer.2. Can I sort this variance column by the amount value?

I have created a cube view that I am having issues with some of the rows not totaling correctly. The cube view is designed to display an income statement. Some background on the cube view. It has 2 columns. 1 column has the member filter set as "T#|!ML_Year!|.TreeDescendantsR:U8#DerivedData:Name(|MFTimeDesc|)" so that each month and quarter can be displayed for the year chosen. The 2nd column displays the YTD amount for the year chosen and is written as "T#|!ML_Year!|:U8#None."   The issue I am having is that I have 1-3 rows that are not adding correctly for each quarter. As an example, Month 1 has $500, Month 2 has $500, Month 3 has $500.00 and the total for Q1 is being displayed as $1,000 instead of $1,500. I am only experiencing this issue when I use a different scenario other than actual. I have run a consolidation on each scenario and still experiencing this issue. Does anyone have any suggestions?

Dear Community,   We're trying to change our hierarchy structure for the new year. That means creating new rollups (D22_xyz), and inserting members within those structure. It's the exact replica, but we're just copying the hierarchy from D21 and changing it to D22.  However, I'm curious if their a BR to compare between the old hierarchy v. the new one. It would help to compare and know if we have missed anything.  Any ideas or suggestions will be appreciated.  Thanks!    

There is a new column-store storage engine for reporting out of Onestream called "Analytic Blend". I have been examining the related documentation, and hoping to find an API that would allow this engine to return data for ad-hoc queries. We have custom processes that require CPM data from onestream. These processes would greatly benefit from the ability to retrieve query results from Analytic Blend.  Is there any technical documentation that would help software developers to interact with that column-store data? I have the "BI Blend Design and Reference Guide" for XF 6.3.0, but no other resources beyond that.   That document primarily describes how to prepare the Blend output database. But it doesn't describe how client applications might use the results. Can I assume this is because the because the database is standard Microsoft technology, (ie. that it only requires standard SQL knowledge/skills)? Can I assume that querying data from this Blend database would be fully suppo

I have a loaded set of base data in our People Register, but this needs to be amended to capture New Hires, Leavers, Promotions etc. I had thought that this would be possible by using the excel file template that was used for loading the base data. I've tried doing this for a leaver, where I have manually changed the base entry to show the "to period" as the month that the person leaves and then created an entry in my blank template to show the remainder of the period with no salary (this enables me to build a bridge of starters, leavers etc.) When I load the file the new entry overwrites the row already in the People Register. What I need it to do is to add a row. The load method in the file shows "Merge" and I wonder what I should change this to in order to get the import of the adjustment file to add the adjustment rows rather than overwrite them.      

Hi, Ever since some of your users shifted to windows 11, they cannot access OneStream web-based platform any more, because Internet Explorer is not compatible with Windows 11. So, they cannot downloaded the windows OS app any longer. Have you guys already experienced this? How did you overcome this obstable? Thanks a lot for your support. Best,Chris

Hi all Onestream stores a lot of information using an integer ID instead of a name. And most of the time we also deliver a simple way, to get objects (or names of objects) using an api or brapi call. Somehow getting the name of a dimension from its ID is an exception. Is there a simple way to do it? Cheers  

Hello - I have a SQL data adapter that connects to an external database for data loads, dashboards, etc. Is it possible in the query to join these external tables to tables in the Application database? The server name in the error is the OneStream database server.   Thanks,Bil

Hi,Can anyone explain why External connection is not working in SQL Table Editor ? The same connection is working for Data Adapter.Screenshot for Data Adapter and it’s working. Screenshot for SQL Table Editor and it’s not working.  I tried giving the schema name as well but no luck. We are on version 6.4.ThanksSri

Hello,I am looking to see how other OneStream clients have designed their labor reporting. Do you use specific accounts, do you have a specific dimension, etc? 

Hello,I am wondering if anyone has eliminated a dimension and what that scope of work looked like for you. We have a Labor dimension we want to eliminate and instead we will create new accounts in our Account dimension. Looking for insight from anyone who has taken this on before. Thanks!Regards,Ronnie Karpinski

Hello Community, Do we have a way to check any missing member setting in an automated way?  For example: Recently we had someone create a few entity members/rollups, which were missing "Auto Translation" setting. So I had to go in and scrub through region/district/branches to amend and change it to USD.  Just curious, if we can "search" where a particular setting might be missing using a simple Business Rule. Maybe it throws a list of members where such setting is missing.      Any idea will be appreciated. Thanks everyone  

Hi Can anyone suggest , how can we automate loading of metadata into onestream from a flat file /table. What is the format of the file. I am aware of loading using xml from utilizing the metadata excel builder utility , but my client wants to automate metadata update in Onestream. I am not finding much documentation around that. How is this achieved ?

SOURCE: ONESTREAM CHAMPIONS Hi Everyone, Curious to hear others’ experience in the area of Security. At BDO, we currently have: 5k users configured, of which 4.5k are enabled. 3.6k are in our “basic” level security group, which we have automation to create and assign users to this group when they meet certain criteria. We have seen in our first year live about 50% of our enabled users utilizing our Production App at some point during the year. Primarily focus on Data Level Access (Cube Slice Security) to control access, which 1 of our 3 cubes has 137 slices configured in it, which is the most granular of our 3 cubes. For groups we are currently at 312, of which 150 have users directly assigned and the others are for nesting shared access across groups. For security, we do very little control by Entity or Workflows since most access to data is controlled in Cube Slices based on our U2 (Location) and U3 (Department), and outside of our automated loads, few users load data via workflows.