OneStream Platform Forums

Hi Everyone,I am trying to use one Extender BR method into different confirmation rule, after doing some research did not find anyway. If anyone have any suggestion, please post it.

Is there a way to drill back to Workday report directly from Onestream? I am not looking to open source data with in OneStream, but force the user to login to Workday URL and the report should open with the drill back parameters?Thanks in Advance, MP

OS Community,I’ve tried unsuccessfully to find the answer elsewhere.  Please help me understand this if you’re able.Scenario:  In one of our applications, I know that only business rule A and business rule B have been edited today.  One by User A and one by User B.  In the Application Reports dashboard, when I run the updated business rules audit report for today’s date (with all other filters left to default values), only the two expected rules are reported.  However, in the report rule A has a checkmark in the column titled “Business Rule Updated”, while rule B does not.  I happen to know that rule A with a checkmark was edited, saved, and compiled, but I know nothing about the change made to rule B other than “something” was updated.Question:  Precisely what is indicated by the presence (or lack of) a checkmark in the “Business Rule Updated” column of the updated business rules audit report?  Is it perhaps related to the act of saving and/or compiling the rule which has been updated

Hello, Does anyone know if it's possible to rename an existing application through either CAT or other methods? I need to rename App1 to App2. And rename App2 to App1. I know I can make multiple copies to achieve what I need, but trying to see if we can rename to avoid all these copies. Thank you. 

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

Hi I am trying to build a Genesis dashboard wherein for BI viewer the data source i have taken is cube view , I can not see the toolbar to create a chart or graph after giving source of CV.  

We are using a custom built dashboard to import multiple CSV files to several Import workflows at the same time. Currently the user has to select import separately for each file as the prompt window does not support multi-select. Then all imported files can be Validated and Loaded.The dashboard looks currently like this: Our business thinks this would impact our short closing times severely as users have to do this multiple times after corrections are made and for multiple companies. Rough estimate is about 50 users impacted each closing.Calling a different Windows API functionality should not be a huge change and this could potentially save us a lot of headaches. At the moment we cannot use direct connection to our ERP systems as they are too varied across the companies, so a standardized CSVs are our only option. 

We have noticed that our application space is increasing significantly month over month. After analyzing the issue, we determined that the primary driver is the upload of supporting documentation within the Account Reconciliation module.It is currently difficult to identify which files are consuming the most storage and the specific accounts to which they are attached. Having greater visibility into file sizes and associated accounts would help us better manage the volume of supporting documents being loaded into the system.Additionally, could you advise on the recommended file types for attachments that provide good document quality while minimizing storage consumption? Understanding which file formats typically have the smallest file sizes would help us establish guidelines and optimize storage utilization within the application.

Hello Everyone,I created a pie chart using the BI Viewer in OneStream.The chart displays correctly when viewed directly in BI Viewer. However, once I add the pie chart to a dashboard, the labels are not fully displayed as expected.Has anyone experienced the same issue?Is this a known limitation when embedding BI Viewer components into dashboards? Is there a setting I might be missing? Do you know of any workaround to force labels to display properly?Any feedback or suggestions would be greatly appreciated.Thank you! 

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.

Hello, I am trying to set up the Cube Data Manager solution from Open Place in my working production application. Currently it is all loaded up, but I need a little help figuring out how to add the environment to it containing the applications that I want to work with. Please see pictured below.   Thank you, Jeremy Morgan

We are implementing Transaction Matching with Workflow Channel Import Stage Only. The data is being transformed correctly, but the amount pushed to the solution is the RawAmount instead of the ConvertedAmount. We have also tried Import, Validate (Stage Only), but same result. Is there a property we may be overlooking to have the Workflow Profile push the ConvertedAmount to the solution?

Excel add-in for google sheets | CommunityWhen will “Google Workspace” natively connect with OneStream?- “Google Sheets” is on its way like “Office 365”?Thank you, OS team.

Hi all,We're running into an issue with OneStream parameter dropdowns (combo box selectors) on protected Excel sheets, and I'd like to check if others have found a clean solution.Issue:When a OneStream parameter (combo box selector, e.g. ParamSelector_Default_...) is placed on a protected sheet, the initial value displays correctly on open/refresh. However, as soon as the user tries to select a different value from the dropdown, we get the following error: Exception from HRESULT: 0x800A03ECUser Interface Stack Trace: at System.RuntimeType.ForwardCallToInvokeMember(...) at Microsoft.Office.Interop.Excel.Validation.Add(XlDVType Type, Object AlertStyle, Object Operator, Object Formula1, Object Formula2) at OneStreamExcelAddIn.XFExcelRange.AddDataValidationComboBoxFromList(IXFCommonWorkbook workbook, List`1 listItems, String defaultValueOrNull, Boolean setValue)We've isolated this to sheet protection specifically:Reproducible on a brand-new file with a single new parameter - not rela

does anyone have experience running business rules on save of a cube view via excel? I see an old post referring wcfeventhandler. Is there any more robust way by now?

I have a Dashboard Report I am building that consists of multiple Report Components. Each report component was created using a Pivot Grid. Users would like a button to press that allows them to export all of the reports into Excel at the same time, with each report being displayed on a separate sheet of the Excel workbook. Below is a screenshot of the Dashboard for reference.I have a Dashboard Extender Business Rule created for the export button, but I keep running into issues where I can't define the Export File Type as Excel Xlsx.Can anyone tell me if what I am trying to accomplish is even possible and if so, how? 

Hi Folks,In one of my UD2 member , i am trying to apply a specific value of [0] to all base level members of A802 account and a completely different set of values [3000] to all other base level accounts that exist in the A4 account hierarchy. The hierarchy structure is as follows:A4---A5----A501----A502---A8----A801----A802-------A8xxxx------A8xxxx1----A803The issue i face is currently all accounts are coming out with a zero, does anyone know a better way to apply two different type formulas to two different set of base level accounts and allow for natural aggregation of parent values? My logic is as follows:                      Dim accountDimPk As DimPk = api.Pov.AccountDim.DimPk                    Dim currentAccountId As Integer = api.Pov.Account.MemberId                    Dim isParent As Boolean = BRApi.Finance.Members.HasChildren( _                        si, _                        accountDimPk, _                        currentAccountId, _                        Nothing)       

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? Curren

Environment: OneStream Workforce Planning module, PV9.0.0 SV3.0.0.A calculated account in an employee-driven Workforce Planning register throws a divide-by-zero error during Calculate. The formula divides a salaried employee's compensation by a Cube Driver representing their expected monthly hours. For any given employee, that driver correctly returns their real hours value starting the month they are hired, but for any period before their hire date, it returns a literal 0 rather than null or blank. Dividing by that 0 is what triggers the error.Simplified version of the formula (anonymized):IIF(EmployeeGroup="Group_A",  IIF(EmployeeType="Hourly",    Hours*HourlyRate,    Hours*(A#BaseSalary/(IsNull(StandardMonthlyHours,1))),    0  ))What we have tried, and how each attempt failed:IsNull(StandardMonthlyHours, 1). No effect: the driver is not returning null, it is returning an actual 0, so IsNull's substitution logic never triggers. IIF(StandardMonthlyHours=0, 1, StandardMonthlyHours). No

I'm trying to execute a calc after an input data in a CV, when the user click in the OS default save button (giving the flexibility to use a DB, CV or Excel addin with the same CV) Is possible?

Hi,Does anyone know where the StatusValue shown in the WorkflowStatus method is actually stored?I'm trying to locate the source of the workflow status data. I'd expect there to be a table in the Application tables that contains this column. Does anyone know which one it is?

I am getting several errors when setting up a New Task in the Data Import Schedule Manager. We are on OS version 9.01.17403, and I have installed the latest version of DSM, which is 8.4.0_SV100. I suspect this may be a version compatibility issue, so I am curious if anyone has been able to get this solution to work in a 9.01 application. I have already uninstalled and reinstalled the solution, which didn’t resolve the issues.Below are the two errors I am seeing:When choosing Global Scenario from the Scenario(s) drop down list, I get an immediate error “Error processing member. The item was not found. Member, 11111111.” The details state: Unable to execute Business Rule ‘DSM_Paramhelper’ where it appears to be trying to call the Global Scenario by OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.GetParameterDisplayInfosUsingDashboardNameCompressed(SessionInfo si, LoadDashboardInfo loadDashboardInfo, Boolean isForDashboardUIWithInteractiveComponents, D

Hello All,We have a workday connected to OS through REST API for data loads. Is it possible to setup a Connector rule for Drill Back using REST API? (I am only seeing examples of SQL and see if an example exists some where)Thank you,MP

Hello everyone,Is it possible using a business rule to make a quick certification for a Certify Workflow?I was abel to complete the Certify Workflow task using business rule but the certification status remains rejected.Thank you in advance for your help.Regards,Antony

Hi, I am trying to load the data from a file into the cube (import validate load steps) via Business Rule and while I am able to load it successfully. I am not sure how to reset it if the job fails in between. For instance: Data pulled from the file gets failed at validate step due to some transformation rule issue. Now if I trigger the rule again , it will not do anything as import step is already completed. I need it to reset clear the cache from stage and redo the load process again when the business rule is triggered. Can you please assist? Below is the code being used