OneStream Platform Forums

Originally posted by Sarah Park 2/4/2020 Can anyone provide some guidance on how to change the display of the Matching Accounts on the IC dashboard? Client doesn't like that it's driven off of the plug account ID, so want to rename these as ICPlug - AR/AP, etc. I've seen it done before but can't seem to locate it.

Hi, I wanted to remove + sign and show all the row , remove the collapse function please help

We are looking at the performance of several huge base data imports.  What are the best practices for setting cache page size and cache pages-in-memory limits for the best possible import performance?    We have broken the data load up into >40 separate imports but we still have some imports taking over 40 minutes.  I am hoping there might be other ways to improve the import time without having to break the data imports up further.  

This is causing me a headache! Here's the situation.   We have an Actual Scenario and a Forecast scenario In the Actual Scenario,  we have Cash Flow accounts that have formulas so that they pull data from Income Statement and Balance Sheet accounts.  For example CF1 pulls from the IS,  and CF2 pulls from the BS.  The CF accounts are all set to Flow account type, and the ones pulling from the BS have Flow Constraints set and those Flows have Switch Type set to True. In  Actual Scenario,  the Rate Type for Revenues and Expenses is set to AverageRate,  and Rate type for Assets and Liabilities is set to ClosingRate. In Actual,  IS accounts correctly translate at AverageRate,   BS accounts correctly translate at ClosingRate, and all Cash Flow accounts translate at AverageRate.    First question,  how does the Cash Flow translate at AverageRate?  According to the OneStream XF Reference Guide,  Flow type

Cube View: When trying to sum a column that contains T#POV.AllPriorInYear the return is only for the first column reported. Is there a function to sum these in the cube view? I am combining scenarios that can be dynamic and need to sum the results. Same would be true for AllNextInYear.

Hi everyone,  I have a cube view that uses an entity parameter with member filter E#Root.WFProfileEntities for users to select their respective workflow entities when opening the cube view. However, the list of entities depending on the workflow chosen is quite large and the order of entities in the dropdown seems to be random, when I was hoping the order would mirror the entity assignment order in the workflow section. Would anyone have any suggestions on how to organize entity dropdown list as per workflow entity assignment?  Thank you,  Royce 

Hi. Question regarding accounts. We would like to create an input form templates for KPIs. An example is Market share. We don´t want it to be summarized (month+ month=YTD), is the best to put it as Balance on Account type then?

Hi community, We are doing some changes in the legal structure and we would like to move an entity from one EntityDim to another EntityDim. Best would be to copy the entity to the new structure  and put in a "to date" in the old structure and a "from date" in the new structure under "In use"-parameter I guess to keep the history. Does anyone know if that is possible? The entity will have the same ID.   Or do I have the rename the old entity and create a new with the same name in the new structure? Or any other ideas how to move an entity to a new mother?

Originally posted by Thomas Regehr Hello,  We have a report that needs to transition between the Budget scenario and Actual scenario as we move through the year.  Ideally the user will select a period, and depending if the period in the displayed column is current or in the past it will show Actual, else it will show Budget.  I was asked to complete this without creating a new scenario.   I tried the below, but didn't have any success.       Public Function PastBudgetCurrFutActual(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As String Try Dim currTime = args.NameValuePairs.XFGetValue("CurrentTime") Dim timeId As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, currTime) Dim colTime = args.NameValuePairs.XFGetValue("ColTime") Dim timeId2 As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, colTime) If timeId >= TimeId2 Return "S#Actual" Else R

Hi all How can I avoid the ampersand in string operations? I need to concatenate a pov for a calculation, but with all the ampersands, it looks complicated: "A#" & accountName & ":F#" & flowName & ":UD2#" & ud2Name & ":UD4#" & ud4Name  

HelloI've tried to load my excel file through the data source fixed files with a complex expression on the time dimension, and i think it doesn't go through the complex expression at all so i'm wondering if i can use a complex expression in fixed file data source ?    The check i'm trying to do is to verify the workflow period and the time that's in my load file. if it's the same it can continue loading but if it's different i'm asking OS to pop up a error message.If anyone has an idea please share it with meThanks 🙂

Dear Community - Is there a way to convert to Basis Points within Cube View? I'm sure there must be a setting. Any help will be appreciated.   Thanks,

Hello everyone,Hope you are doing good.I have a little question, im trying to load an excel data file using a time parameter that will allow to put load the workflow time automatically, but OS tell me that |WFTime| is Unmapped.   does anyone know if using the parameter wrongly or shouldi use another parameter ? Thanks in advance for you help.

Hi there,  I want to add data to a dictionary with a key that contains 3 fields. I've been advised to use a ValueTuple but have tried all the syntax options that i could find in Google without success.   Ideally it should be like the setup of a databuffer where the key is the databuffercellPk and the value the actual stored number. My key should contain 3 strings and the value a decimal). I've tried something like: Dim dctDict as New Dictionary<(String sn, String Tm, String Ac)>, int(); and various other options.  Does anybody had a suggestion how to create the best performing Dictionary Key that exists of 3 strings?

Hi all, Who utilizes Annotation or the other similar view members for writing text into OS? If so, do you give write access to parent entities? We’re looking to use VarianceExplanation to capture threshold explanations but we review and explain this data at a parent level and currently our entity parents all have a write access group of Nobody. I’m looking to narrow down when write access would be given at a parent entity level so I can judge what we’re opening ourselves up to if we decide to change security.Any insights are appreciated!Thanks,Nicole

Hello, We have data loaded to stage, voucher row text field, that we do not want loaded to the cube. Is there a video or how to doc that walks you through how to setup Attribute Value Dimensions for this column? I know from some of the OneStream training that I have attended it is possible but just having trouble getting started. Cube Design Attribute Value.docx (385.9 KB)      

Hi, Is there a way to call a dimension parameter in a QuickView? If we put for example UD1 in the rows in our QuickView and instead of choosing a dimension member for the rig we choose a parameter we get a “#error - The member filter contains unresolved parameters.” The parameter does work in a cube view. Thanks!

Hi - We are try to create logic that will determine whether a scheduled job would run. We have been able to create the logic to only run if current date is <= to the day of the month (Calendar Day) but what we really want is to be able to know if it is before for a specific working day so excluding weekends (for example working day 10 in September 2021 would be the 14th) . Has anyone created this logic and would be willing to share?

Hello! What is your process for closing entities? Do you rename them or mark “Is consolidated” as false or do something else to discontinue them? We’re working through creating an official process for closed entities so I was wondering how other folks deal with clearing out RE or other account calcs or otherwise officially close entities. Appreciate any input! Thanks!

I've been given a task to debug an error that happens when we confirm a month, and I'm not sure what some of the messages are telling me.   When I run Confirmation, I get an error in a dialog box, and the title of the Dialog Box is "Extensible Finance." Should I be looking for a confirmation or a business rule with that name? The error text is "A#Facilities_Allocation:F#None:O#Forms:I#None:U1#None:U2#1:U3#None:u4#None:U5#None:U6#None:U7#None:U8#None" which I recognize as a ... I forget the term but I think of it as the filter parameters. But I'm not sure where to look for this. If I scroll down further in the task activity and open the error message to see the details, I see a line that says      Source code: ConfirmationEngineWcf.cs, line 133, method ExecuteConfirmation Is there a rule called ConfirmationEngineWcf that I should be looking for? Chuck

I just had a call from an Excel user who uses the OneStream addin. He has a number of reports that he's been using, but they're working differently today, and we don't know why. Instead of retrieving all of the records and exporting them to a single page, he's getting about 59 entries on page 1, and then page 2 has the next 19 entries, and 23 entries on page 3. I don't know what the pattern is that is causing OneStream to separate these among several pages. Is there a preference or an option that controls this and that he might have accidentally changed that would cause his retrieval to be paginated?

Would like to modify the "UPPER" case descriptions in metadata to "Proper Case" in Cube Views. Any formatting options for this?

Coming from HFM, I'm used to having a single rules file that I can easily search through. In OneStream,  the equivalent rules appear to be defined for each individual account as a metadata property. I.e.  the Formula. Is there a way to extract all of the Account Formulas into a single file so that  I can search through it? Instead of having to click through each account in turn and opening up the individual formulas?

Hello,I try to put a condition on workflow months in the data source, but i dont know how to call them in my Complex expression, does anyone have an idea ? Thanks 

Hi All, I was wondering if it was possible to pass through an XFBR to cube view column / row sharing.  In this example, we are trying to dynmically have the column template passed through to the cube view using the XFBR string. The string is looking at the workflow and based on the name of the workflow profile the rule returns a specific column template.  When I stick the XFBR string into the column sharing I receive the following error:   Any insight on how to most efficiently do this would be greatly appreciated! Cheers, Amar