OneStream Platform Forums

Hi there,I am programming validation accounts, where I compare various data points in my application.For example:Depreciation Balance Sheet - Depreciation P&L = 0I 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.  

We're currently evaluating the upgrade to OneStream 9.3.1 and noticed that this release requires a move to .NET 10, which appears to be a more significant prerequisite compared to previous 9.x upgrades.For those of you who have already completed or are planning the upgrade, I'd appreciate hearing about your experience and any lessons learned.Questions for the Community1. Infrastructure & CompatibilityDid the .NET 10 requirement introduce any challenges in your environment? Were there any compatibility issues with existing servers, middleware, integrations, or third-party software?2. Upgrade EffortHow much additional effort did the .NET 10 migration add to the overall upgrade? Was the .NET upgrade straightforward, or did you encounter unexpected issues during installation or testing? Were any rollback plans needed? any issues occur and popup related?3. PerformanceHave you observed any performance improvements or regressions after moving to 9.3.1 and .NET 10? Were there any noticeabl

Hey Community!The other day I was troubleshooting a data import against a set of Cubes that were created in a v9.3 environment, where my Quick View was returning no records even after verifying intersections and confirming the “Load Complete” status on the import. Naturally I went to use the Data Records tool to confirm if the data was truly loaded but no records were returned in the Tool (which led me on a wild goose chase). Lo and behold, even in cases where there were definitely records in the Cube, the Data Records Tool returned no records. So maybe I missed it in the release notes, or maybe it’s just this environment, but is the Data Records Tool meant to work with the new VLWDataRecord tables?Thanks! 

We currently use an ERP to house all of our actual copies of invoices.  Has anyone successfully been able to link Invoices from an ERP to OneStream?  So that when you [Navigate To ‘Drill to ERP’]  it takes you to an actual copy of the invoice back to the original ERP.  Currently we only see limited line item information.

System Diagnotistics dashboard went off after upgrade to v.9.3 and brings an error about some depricated methods from brapi. Did it happen to anyone else? Any hacks how to resolve it? I struggled to find any official information on how to upgrade it.

Hi Team,I am facing an issue with Certify. if you notice in the first screen shot Fixed Asset function(workflow) is already certified. but when i input data at any other input form. after saving the form, then will click on Complete form. when we clicked on Complete Form system was Uncertified the Fixed Asset workflow Example:- Costing function (Workflow) for Non_Baan_Costing input form i have entered data and then clicked on Complete Form. Fixed asset got uncertified. Can you please check and advise on this issue   

I'm on OneStream 9.3. I'm trying to drive the contents of a Dynamic Grid from a Combo Box selection, using a delimited (piped) parameter to modify the grid's output. The parameter doesn't seem to resolve correctly once it reaches the grid.What I've tried so far:Template Parameter / Text1 / Text2: the piped parameter never resolves. The grid renders the Default Value instead. If there's no default value, or if the default value is itself a piped value, I get either the raw default or the literal token with the pipes intact, e.g. |!Parameter!|.Bound Parameter: I can retrieve the parameter's name via args.Component.BoundParameterName, but I can't find a way to get the value assigned to it, so I have nothing to filter my list against.Question: in 9.3, what's the correct way to read the selected value of a delimited parameter inside a Dynamic Grid business rule so I can use the value to manipulate my dynamic grid? Is there a step I'm missing in how the parameter needs to be defined or refer

I cannot find any literature on this - I have a custom calculate rule, how to I call it from a DM step? This is what I have in DM step, but I keep getting the below error: Below are some additional info on my set up: Thank you.

Hello,I have an XFBR rule written in an assembly file in a dashboard maintenance unit that is under the default workspace, but not in the default maintenance unit.  When I try to call it using XFBR(workspace.Default.AssemblyName.BusinessRule, FunctionName,) I get an error.  If I build the same rule in a XFBR string rule under Business Rules it runs fine when called by XFBR(RuleName, FunctionName,).  Furthermore, I am not experiencing this issue for any XFBR dashboard string rule housed in an assembly in any other workspace.Is there a different syntax that is needed to call dashboard string rules that are in an assembly in default?As a note, the rule does not need any input parameters.Thanks,

Hi, I have created an admin dashboard for forecast. I want a text box that shows parameter values, but there is a separate parameter for each Scenario. ScenarioParameterForecast_MarCopyLatestActualsToFCT_MarForecast_JunCopyLatestActualsToFCT_JunForecast_SepCopyLatestActualsToFCT_SepForecast_Dec CopyLatestActualsToFCT_NovCopyLatestActualsToFCT_Dec The parameter has either value False/True and depending on the value, the business rules that are initiated via the dashboard will do different things.  The dashboard is shared between the WFs/Scenarios.How do I create a text box that gives me the parameter name and value?e.g. when I use WF Forecast_Mar I want the textbox to say: "Forecast_Mar = (Value)"December has double parameters why I need both to be shown, "Forecast_Nov = (Value), Forecast_Dec =  (Value)". Is it possible to do this using standard functionality for parameters (e.g. create a new parameter that picks the values from the others that I then link in my dashboard). I

I'm being asked to schedule an extract of the OneStream metadata.  I'm under the impression that this cannot be done using the Task Scheduler since an extract of metadata is not an option in Data Management.  Is this an accurate statement?  If this can be schedule, how so? Thanks!

How can we format the Header Row of a BI Viewer Grid (ex background color, bold, etc)? I see how to conditionally format the data rows, but I don't see anything for the header row....

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 Folks, i need help updating a UD5 member formula that should impact the base level accounts only. I want the consolidation to aggregate/consolidate parent accounts with the calculated base level values.Currently my logic calculates all accounts including the base and parents and no consolidation/aggregation takes place. Basically i want the calculation to happen like the logic below:For example:For a given UD5 Member i.e. growth the member formula is driving certain calculations for the account hierarchy members.  For a parent account 1200, i want the member formula to update values for all its base members using the logic 2*3.For all other accounts beside the account 1200 in the account hierarchy, i want the following logic applied 2+3 at the base level. After these two set of calculations at base level accounts, i want natural OS aggregation to calculate the rest of the accounts in relation to ud5 member where the logic is being applied.Does anyone know how to go about this? Curre

Does anyone know of any information related to the new VLWDataRecord tables that are new in OneStream 9.3?There is nothing in the release notes and nothing in the documentation. Teams are seeing issues with the Data Records tool on the system tab. The vDataRecordAll View excludes those tables (and there is no vVLWDataRecordAll view at all). Has anyone tested solutions that may access data tables more directly (like FDX) to see if there are issues? Does anyone know how OneStream is choosing where to store data? It appears that some data is going to the new tables, but some data remains in the old tables.We have some nervous team members and nervous clients looking to upgrade, but unsure of the implications of this change. Honestly, I can’t blame them, since fundamentally changing the database schema for how your cube data is stored in OneStream without any information is a bit nerve-wracking. We’d appreciate any conversation related to this topic so the community has a better idea what

Hi Community, Does anyone have guidance on the parameterization of date based on the workflow that is selected. It seems that below works for only upto Sep. Wondering if there is any other parameter I can leverage off to get two digit period code. Thanks,Thomas

I have an accountant that mistakenly sent out a few packets to our JV partners. Is it possible to recall these emails? 

Hi everyone, We need to automate user creation and security group assignments in OneStream using data from an external Identity system. I have two main questions: Is it feasible to fully automate this without manual intervention? What is the best way to implement it simply (avoiding heavy middleware)? We are considering two solutions: Just-in-Time (JIT) via OIS, and SCIM. Does anyone know how we can set these up? What is the recommended "standard" approach for this? Thanks for your help! Madiha

I have tried multiple ways:Literal Perameters, Column Formatting, Data formattingto try to format GridView cells.I have some decimal data coming over.  it is formatted as $#,###,0;($#,###,0);$0I cannot get it to Horizontal Align Center, Negative Text = Red. This is really agitaitng.  Trying to align my data, show Negative Values as Red.  Thank you in advanced

Hi everyone,I’m observing an inconsistent behavior during a standard OneStream Import (Bulk Load) and would like to check if anyone has faced something similar. We just updated to 9.3 Using standard Import (no custom Business Rules) Workflow is annual Loading multiple months (e.g., 2026M8 and 2026M9) in a single execution All dimensions are identical except Time and UD8 If I load the data below, only the -430K value is not loaded into the cube for some reason,-150k and 1mil are fine. However, if I run the same load a second time, the value is loaded correctly. 4 valid rows but only 3 loaded to the cube.If I remove the other two rows and do this, the data is loaded correctly on the first attempt. 2 valid rows and all loaded to the cube.If i do this, delete the S36 for M9, M8 shows correclty as well, at the moment i include M9 with S36 if fail again. In this design, weekly granularity is implemented using a User Defined dimension (UD8), meaning that the same week member (e.g., S36) can v

Our RCM Admin (not local) doesn’t have permission to update the reconciliation attributes. I read that it depends on her workflow access. Is this correct? Will she need to be a member of all of the workflow maintenance groups since she needs to be able to update any reconciliation attributes? If so, is there an easy way to add RCM Admin to all workflow maintenance groups?Thanks! 

I installed the wrong Excel add-in on my new computer (7.0.1 when our tenant is only compatible with 6.6.0 or lower). Now, when I open Excel and try to logon, I get the below error message. I have figured out that if I manually disable the OneStreamExcelAddin.XFFunctions and completely close out of Excel then, when I restart it, I'm able to logon. The annoying part is, if I forget to disable it and close out of Excel, the next time I use Excel I have to go through that whole process of saving and closing all my workbooks, disabling the add-in, restarting Excel, just to use the add-in. I'm thinking there must be something leftover from the previous install that is causing this and I've tried to completely wipe everything from the initial install before installing the correct version but to no avail. Has anyone else experienced this and know what steps I can take to remediate? (I should also note that I made the same mistake on my old computer and had the same issue, so this does not jus

What I think might be a useful setup option would be to have the ability to right-click any existing Workflow Profile and have OneStream build a Workflow Template from that Workflow.Often we’ll build out one Workflow and test it the way we want it to work, which is more difficult to do with the current Template process.  Being able to “go the other way” and create a Workflow Profile that we like and turn it into a Template would save a lot of time.

Hi, We are currently attempting to exclude a specific entity from the main consolidation process for reporting purposes. This entity is no longer within scope, but we would like to keep it in its current position in the hierarchy to preserve historical data. We also need to continue importing data into this entity for reporting purposes. Our objective is to set the consolidation percentage to 0% so that it no longer consolidates going forward. After updating the Percent Consolidation to 0%, we are not seeing any impact. The entity continues to consolidate in the application. For context, the Ownership Type is set to Full Consolidation and the Consolidation Algorithm Type is set to Custom. Is this expected behavior? If so would you have any workaround solution ?Thank you for the feedback and help!

Hi folks,My suppression in my cubeview doesn't work. If I turn on any suppression (including 'invalid') the cubeview returns blank (no rows at all). It's a cube that's been loaded with dynamic data services and the data is showing as NotStored. I wonder if that could be the cause? Anyone else observe this or have any tricks? I've tried every combo of suppression option I can think of... I'm surprised it would return nothing even with only 'suppress invalid' checked..