OneStream Platform Forums

I have a workflow step that loads to BiBlend.  Workflow Name set to Blend.I am trying to use a DM Job to call a Extender Business Rule to execute the load, so I can schedule a DM Sequence.I call the Business Rule from a DM Job and pass in osPeriod = 2026M8 and wfName=Labor_Actual.HC_Load_BIBlend.Scenario is currently hardcoded into the rule and is set to “Actual”I think I have narrowed my issue to a missing scenario key.  I am using this command in the rule   BRApi.ErrorLog.LogMessage(si, "Cluster ScenarioKey=" & wfClusterPk.ScenarioKey.ToString) and it is writing a 0 to the log.  The time and wfprofile keys are writing to log.  Here is a section of my rule.  The three parameters are listed in the text above, I did not want to lengthen this post unnecessarily.----------------------------------Dim wfClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfName, scenarioName, osPeriod)BRApi.ErrorLog.LogMessage(si, "Cluster ProfileKey=" & wfCluste

What is your company’s policy for retaining monthly, quarterly and annual data in OS in historical hierarchies?Knowing history changes when you move entities around the hierarchy, I'm looking to see how other companies handle this. Appreciate your input - thanks!

Hello everyone, We currently have a data import from Oracle that retrieves data from the active workflow entity.We would like to be able to schedule an import via the OneStream calendar for all of our companies; however, the data retrieved from Oracle always corresponds to that of the active workflow entity. Example: Import workflows selected in the calendar: E10, E11, E12…Import workflow names: E10_Import_Oracle / E11_Import_Oracle / E12_Import_OracleWorkflow displayed to the user: E10 During the import, the stages of these three workflows all contain data from E10, which causes the transformation rules for E11 and E12 to fail, but not for E10. How can I retrieve the name of each workflow being used for the import so that the script can send the entity code to Oracle via the API?During the E10_Import_Oracle load: API script = requests data from entity E10During the E11_Import_Oracle load: API script = requests data from entity E11…Thank you for your help

HiI have data adapter that calls BR code with FdxExecuteCubeViewTimePivot, which calls a CubeView. My question is how do I pass the variable (Time dimension) from data adapter to CubeView?I am using FDX to improve the performance.Thanks in advance,PM

Hi there,I am programming validation accounts, where I compare various data points in my application.For example:Depreciation Balance Sheet - Depreciation P&L = 0 I am using now the “Formula for Calculation Drill Down” to visualize the different data points which are used in the formula - so far so good.BUT - I would like to include the “plus” and “minus” signs to make it obvious how the system is calculating the different arguments of the formula. Do you have an idea how I could get that? It could be a text string in the field “calculation script” for what I care, but it would be fantastic to have the signs line by line.   

I am looking for suggestions or shared experience on connecting the close calendar / close map used in Task Manager with RCM / Account Reconciliation due date logic.In our OneStream application, Task Manager already uses a close map based on the corporate close calendar and workday schedule. I am trying to understand whether that same close calendar logic can be leveraged or referenced for Account Reconciliation due dates, instead of maintaining separate due date logic manually in RCM.I am still investigating whether this is driven by configuration, business rules, underlying tables, or another design approach behind the scenes.Has anyone successfully connected Task Manager close calendar/workday logic to RCM due dates or reconciliation timing? If so, I would appreciate any guidance on:Whether this was handled through configuration or custom business rules Whether Task Manager calendar information can be referenced directly by RCM Any limitations or maintenance concerns Recommended des

Hi OneStream We are aiming to assign responsibility for salary updates at the cost center level. To support this, we have built a base workflow with a separate step for each cost center, this step will have a workspace (contains workforce planning), import to load processes, enabling users to work on and sign off on one cost center at a time. This works well when a user has access to only a single cost center.  When the finance user ( who has access to all cost centers accesses one of the cost center workflows, the data for All cost centers is brought in and attempted to be processed within that cost center workflow.  The filtering for the register and processing of data is not controlled by the workflow, but by the user only. This means it is not possible to update and process one cost center at a time if the user has access to more than one cost center, as it is centralized. In the new workforce planning solution most logic is encrypted, so we cannot go and review the code for proces

Hi All, I would like to use parameter in my excel sheet which uses xfget function to retrieve data ; however couple of paramters work but movement I started adding more, e.g I would see Time value in entity drop down list. I tried in spreadsheet but it's working as expected but desktop it merges the value from multiple dimensions.Anyone knows is it a bug. I am using 9.2ThanksPranav

Hello, What is the best way to send data from OneStream to Snowflake using an existing SIC ODBC connection? Currently I am using SIC ODBC connection to query data from Snowflake and now I would like to send data back to Snowflake.

I would like to enhance our RCM / Account Reconciliation to support a more flexible and admin-controlled mass data load or mass updates capability using an excel or csv template.For large organizations, reconciliation information may need to be maintained across many entities, accounts, workflows, and periods. Manually updating records one by one can be time-consuming, especially during close or post-close review.Useful mass update areas could include reconciliation attributes, required fields, risk/frequency classifications, preparer/approver ownership, due dates, comments, and other reconciliation details.It would also be helpful for the process to include validation, downloadable error reporting, security controls, and an audit trail of loaded/updated records.This would improve efficiency, reduce manual effort, and support better control and audit visibility for larger RCM deployments.Thank you.

Hello ! I would like to bring some animations on my dashboard.Anything from animated gif, autoplayed videos, CSS code ... that could be useful !I have tried adding "file viewer" for an MP4 video but the "auto play" attribute doesn't seem to work. I've also tried animated gif, but these are not played as well.Do you know any ways to overcome static objects on the homepage ? Regards,

We are using v8.5 and inserting document variables into our Word document from a Named Range in a spreadsheet using the merge format option:{DOCVARIABLE "{XF}{Application}{File}{Documents/Public/Extensible Documents/Performance Reporting/MPR.xfdoc.xlsx}""ExcelNamedRange=CapInvGrp"\* MERGEFORMAT}The tables are formatted in Excel with column widths, shading, borders, numbers formats.In the Word document, we apply styles to these tables to correct the row height and spacing. One style applies to the headers (left aligned) and another to the value cells (right aligned).When an artefact is refreshed, the formats are maintained and shown correctly for all but the very last cell in every table, which reverts to the "Normal" style:The number style is set up with the “Style for following paragraph” option as the same style.Any idea why this happens and how we can correct it?  Alternatively, is there a better way to force the row spacing in the Word tables without losing it on refresh?

Hi If/when we are going to move to the browser solution, I would like to have my dashboard menu to be align to left. This is how it looks in the app:   This is how it looks in browser. It is OK that icons are in colors, but I can't align the text to left.  Component properties are the following (with no effect) Any suggestion on how to align it? Regards Ole 

Hi All, Is there a way to revert the workflow within the solution?We are using the workspace step, and we cannot revert to add more rows to the grid because it remains green once an import has started.Hope to get insights.Thank you.

Hi I am getting this error while processing calculation, and I could not find the cause of this issue.I have tried removing all my formulas and even filters just to check this but no success. 

Does anyone know where I can look to start getting a better understanding of automatically scheduled monthly reports or packages?  We have several Business Units that all look at the information a bit differently.   Any suggestions on what has worked for your Business Leaders in regards to what they see each month? 

Hello,I am evaluating OneStream Narrative Reporting and have a couple of questions regarding functionality compared to Oracle's reporting solutions: When creating a Narrative Reporting book, is it possible to upload an Excel workbook containing multiple worksheets and then reference individual worksheets/tabs in different sections of the book? From what I can see, there does not appear to be an option to directly reference specific sheets from an uploaded workbook. Does OneStream Narrative Reporting support opening and editing reports directly in Excel similar to Oracle Smart View? In Oracle, users could work with Narrative Reporting content through the Excel add-in. I have not found an similar capability in OneStream and would like to understand the intended approach. If these capabilities are not available, what are the recommended best practices for:Creating a book which includes one Excel workbook with containing multiple sheets that need to be distributed through different secti

Hello, I added a new register field and now I am getting this error in the LIM WFP register. Confused because the register fields named in the error are all of ‘data type’ string already and I don’t see a field for ‘display format’ like what is mentioned in the error. Never had this problem before, but I recently upgraded the solution. Do I need to update the column format in some fashion instead of leaving it blank like in previous versions? That said, I don’t see a string format available in the dropdown list...Best,David

Hi,Is there any way to retrieve the user and timestamp associated with a data cell via a Business Rule?I'm building a Business Rule to generate a file from cube data. To do this, I'm using DataBuffers, but the cell audit information is not available in the DataBuffer cells. Given the cell POV, is there any way to retrieve the audit information (user and timestamp) for that cell?Thanks.

We are on OneStream 8.5 using the People Planning Solution Exchange module.We have a Dashboard String Function (GetRegisterFilter) that returns a SQL WHERE clause for XFW_PLP_Register.The register contains an Entity column with valid OneStream Entity member names.Returning "[Entity] = 'USA'" successfully filters the register.We would like to replace that with the user's effective OneStream Entity security (including inherited access through parent entities such as EMEA).What BRApi function in 8.5 returns the list of Entity members a user can read, or checks whether a user has access to a specific Entity member?

Hi Team,did anyone as encountered the PBI reports which are Scheduled to refresh are failing after 2/3 successful refreshes with below error message.Error:“Data source error: The credentials provided for the OneStream source are invalid. (Source at OneStream url /.). The exception was raised by the IDbCommand interface. ” we came to know that in the recent Patch update, this is rectified but we are still facing the same issue.Thank you in Advance.

Hi I am pulling in data from UDI dimension that has multiple levels in the hierarchy. My UDI member retrieve is U1#|!ParamUD1!|.Children.Base.  The data is being retrieved as expected however the parent member is displayed in the top instead at the bottom, screenshot below. Has anyone any ideas how to display the parent member at the bottom. ThanksSam 

Hi all,If I enter data in an Input Form without saving and then navigate to another Input Form workflow step, the "The selected item has not been saved" warning message is displayed. However, Cancel does not prevent navigation and the unsaved changes are lost.I've tested several other navigation scenarios (changing period, scenario, entity, navigating to dashboards, cube views, or non-Input Form workflow steps) and in those cases Cancel behaves as expected and preserves the unsaved data.The issue seems to occur only when moving from one Input Form workflow step to another.Any ideas on how to prevent unsaved changes from being lost if a user forgets to click Save before leaving the Input Form?

Hi all, I am trying to use conditional formatting in a cubeview and color all of the columns but I want it based on the cell value in Col3, not its own cell value. I have If (CellAmount > 0) Then ReportBackgroundColor = Green --- but I want it to be Col3 cell amount coloring col5.   Is this possible?

It is possible to have several Rows in advanced dashboard layout.     I have both tried to have Row Hight to * or fixed value. But I can not force a scrool on the rigth side.