OneStream Platform Forums

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 all, we recently upgraded a OS application from 6.8 to 9.4.During the regression tests, we run into an error while executing Force Calculate for some entities. Below the detail:Environment: Platform 9.4.0.18819, upgraded from 6.8.After upgrading an application from 6.8 to 9.4, Force Calculate fails on specific data units with "Specified method is not supported." The exception is raised inside the platform's own cube-data write path, with no customer code on the stack. Force Consolidate fails as a consequence since it invokes Calculate. Force Translate completes without error.Stack trace, innermost frames: at OneStream.Finance.Engine.CubeDataDbAccess.CreateDataRecordCollection(DbConnInfo dbConnApp, DataUnitCachePk pk) at OneStream.Finance.Engine.Data.DataEngine.BatchDataRecordWriter.WriteSinglePeriodDataRecords() at OneStream.Finance.Engine.Data.DataEngine.BatchDataRecordWriter.WriteDataRecords() at OneStream.Finance.Engine.WritableDataCacheWrite.SetDataCellsUsingBatchWriter(...) at

Hello.OneStream is self-hosted in AWS environment. For Authentication, we have PingFederate.When i launch Dev Studio, i am not able to connect, I get certificate error.I dont have OIS installed with OneStream. I think dev studio works with external PingFederate authentication. What and how do i need to configure for this to work?

Hello, we have a few U8 members - vs Budget, vs PY etc. and are paired with V#VarianceExplanation member in our cube views for the users to enter commentary. We now have a requirement to present all that commentary in a grid view or some sort of report output rather than just the cube view. Is it even possible to bring in members like VarianceExplanation, Annotation etc. into OneStream’s reporting? I tried building a simple BIViewer grid with no luck, so any inputs are highly appreciated. Thanks!

Hello,I am looking to create a dashboard displaying all rule confirmations (name, text, amount, failure or warning, text1/2/3/4) for all companies in a given workflow, and then to add filters to it (by company, by anomaly category: Warning/Failure).I would like to retrieve the list of rules and create a table from them (entity, period, rule details).Is this possible?Dim objConfirmInstanceInfo As ConfirmInstanceInfo = BRApi.DataQuality.Process.GetConfirmation(si, wfClusterPk, includeStoredResults) allows me to retrieve the name and/or description of the Rule Profiles associated with the wfClusterPk.However, I do not know how to drill down further to loop through all the rules contained within the Rule Profiles.I therefore cannot see how to retrieve `args.ConfirmationRuleArgs.Rule` and thus obtain the details of each rule.Is this possible?The two threads I found on the community forum didn’t get very far:   Thank you for any help you can provide.

Hi All,I would like to unsuppress the member names of cube view (in rows) but could not find this option which normally we have it in the preferences for quick viewIs there a way to populate member name for all the rows?

Hi Folks,I am trying to make sense of an intercompany plug account balance that is consolidating itself to the top of the entity hierarchy. Technically using the default (out of box) consolidation that OneStream offers ; this shouldn’t be happening and the plug account should be zero. can someone point me to why there is a plug account balance at the first common parent level ? Shouldn’t this completely eliminate itself and plug account should be zero: Intercompany transactions between company X and Y, both I/C entities and Account 3200/3100 are also i/c True accounts with the same plug account present in metadata balance sitting in the plug account when viewed by company Y and then at the common parent level for both entities.my conundrum is why PLUG account is carrying this balance ,when it should have been completely eliminated at the 1st common parent. Does anyone know why this could be happening?

Hello - I have an account member formula that is compiling successfully and OS is also consolidating without errors, but is not calculating any data. I’m looking to calculate the sum of net income for a specific entity for all years starting with 2023 (the first year we have data in this application), plus a specific dollar amount. Its basically is supposed to be retained earnings for this OneStream specific entity - there’s no data from our ERP for it. Below is the member formula I have now - any help is very much appreciated! 1. Explicitly filter for Entity MyEntity, Scenario Actual and UD1 IFRSIf api.Pov.Entity.Name.XFEqualsIgnoreCase("MyEntity") And   api.Pov.Scenario.Name.XFEqualsIgnoreCase("Actual") And   api.Pov.UD1.Name.XFEqualsIgnoreCase("IFRS") Then' 3. Determine the prior year boundaries based on the current POV    Dim currentYear As Integer = api.Time.GetYearFromId(api.Pov.Time.MemberId)    Dim priorYear As Integer = currentYear - 1    Dim startYear As Integer = 2023       

Dear Community, When I export cube view in Excel, I get two additional rows on the top, is it possible to remove them? 

I am trying to get the MTD values for different nonfinancial account types in my cube view. However, I am not sure which is the best way to do it so it is flexible, easy to maintain, and not overly complicated.Here is my only requirement:Account type HAS TO BE nonfinancialContext:I have a form that have the following columnsAccounts | Manual input YTD | Import YTD | Total YTD | Total MTDBecause we changed the account types to “Nonfinancial” they behave as Balance accounts, so when we manually input data the total MTD show up as the same YTD value.My solution was to create the following QV formula GetDataCell(E#|!parameter!|:O#Top:U3#Top_Data_Source - E#|!parameter!|:O#Top:U3#Top_Data_Source:T#PovPrior1)This solution is working and is giving me the answer I expect, however it won’t let me drill down… Does anyone know if there is a better way to do it? or if this will be one of the best solutions?   

Hi All,We are using a spreadsheet component to capture some drivers from end users in our application, how do we customize the ribbon of the spreadsheet component to show only OneStream option in the ribbon?If I do right click, "Customize ribbon", it lets me display only OneStream in the ribbon , but the customization is lost on refreshing the page. Any guidance on how to retain this customization would be helpful.   

Hi All, I'm having a hard time running a book that creates a pdf by entity in an automated fashion.  I've created a book with a loop calling a file which is a book of cube views.  Running that book individually works well.  When running the book that contains the loop, it works fine when saved as a .pdfbook but the problem I run into is that it times out due to processing time when I try to run it for multiple entities.  The book is about 80 pages or cube views.  So I created a .zipbook version of the same book with said loop to run it from Data Management in the background.  The problem I'm now running into is running the .zipbook version creates 80 pages of blank reports rather than the data I saw in the .pdfbook.  If anyone has any suggestions, I'll take them.  Thanks!  

Hi OneStream Community,We are evaluating integration architecture patterns for a OneStream implementation involving a mix of SAP and non-SAP source systems. I would appreciate insights from others who have implemented similar architectures.At a high level, we are considering the following patterns: Direct Integration SAP and non-SAP source systems integrate directly with OneStream using the appropriate supported integration mechanisms. SAP BDC-Centric SAP Business Data Cloud serves as the primary governed data layer, with SAP and potentially non-SAP data prepared and exposed to OneStream. Data Lake / Databricks-Centric SAP and non-SAP data are consolidated and governed through an enterprise data platform such as Databricks, with OneStream consuming the curated datasets. Hybrid: SAP BDC + Data Lake / Databricks SAP data is managed through SAP BDC, while non-SAP data is managed through the enterprise data platform, with both supplying the required data to OneStream. One of the key

Hello EveryoneWe are noticing an issue where users are unable to drilldown on OneStream. It is inconsistent and only impacts certain users. When they use the drilldown function - It shows the wrong account. 

We recently upgraded from V7.4 to V9.1 and we’re seeing an issue with the Excel Add-In. A small group of users (about five) are unable to use the Drilldown feature (the option is completely greyed out), while the rest of our users can access it without any issues. All users have been upgraded to the 9.1 Excel Add-In and every other function appears to be working correctly. Has anyone else run into this? Any ideas on how to fix it?

Hi,Anyone on Version 8 who's actually tried to use this 'enhancement' feature in Cube Views?  We requested this on Ideastream a long time ago with a lot of support. I can see this command is now available in the header format dialog; however, it would appear that the only thing it does is change the header from left justified to center view.  There does not seem to be a way to actually 'merge' column headers, despite the fact that it's called "MergeAndCenter". Even the system documentation appears to confirm this behavior. Someone please tell me I'm missing something here and it actually is possible to merge column headers, because we really really wanted this feature. Thanks

Hi all,We encountered an issue with the ABS function in a GetDataCell formula. Our cube view has two rows: the first tagged to account A#100, and the second with the formula GetDataCell(ABS(CVR(Row1))). The data displays correctly in the data explorer, but when using ‘Show Report’ or ‘Export to Excel,’ both rows show the absolute value of the original amount, which is not the expected output. An example is provided belowData explorer view (correct amount)Row NameMember FilterOutputRow1A#100$ -1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Show Report/Export to Excel view (incorrect amount)Row NameMember FilterOutputRow1A#100$ 1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Does anyone know whether this is an issue in OneStream? Thank you.Best,Jacky

Hi all, we are using FDX routines to extract high volume data from our cubes for external consumptions and we noticed an odd behaviour when using the FdxExecuteCubeView method with parallel processing and a NameValueBuilder parameter: we wanted to share this with the community to understand if it is an undocumented bug or else.FdxExecuteCubeView advantages:extracting any type of cube data (base/aggregated, input/calculation/dynamic)leveraging parallel processing for the given combinations of entity/scenario/time (e.g. using the FDXEntity/Scenario/Time substitution variables in the CV)Among the FdxExecuteCubeView input parameters, it is possible to define a NameValueBuilder object to evaluate at run-time other eventual substitution variables in the cube view.⚠️Unexpected behaviourIt seems that, when using both parallel processing (e.g. the FDXEntity/Scenario/Time filters trigger multiple CV rendering, with parallelQueryCount option > 1) and a NameValueBuilder object (even empty), the

Hi,Does “ods connect” has non interactive login option?  Thanks.

Hello,At the client we currently have SV2.0.1 installed for 3 LIM (Workforce, Duration Based & Fixed Term) While for Fixed Term & Workforce we were able to upgrade to SV4.0.0, for the Duration Based we are not able to and we receive this error:Error log is also not really telling us anything:Summary: Error executing Workspace Assembly Service class 'Workspace.LineItemModelingInstaller.LIM_Installer.WsAssemblyFactory'.Message: Object reference not set to an instance of an object.Stack Trace:    at Workspace.LineItemModelingInstaller.LIM_Installer.DataAdapters.LIMInstanceDataAdapter.GetInstanceFromSchemaName(String schemaName)   at Workspace.LineItemModelingInstaller.LIM_Installer.Controllers.InstanceManagerController.OpenUpgradeConfirmationDialog(DashboardExtenderArgs args)   at Workspace.LineItemModelingInstaller.LIM_Installer.WsComponentController.GetSelectionChangedTaskResult(SessionInfo si, BRGlobals brGlobals, DashboardWorkspace workspace, DashboardExtenderArgs args)   at W

Hi OneStream Community,I’m relatively new to fixed-width data sources and have a couple of questions.The client has three fixed-width files that will be used as Transaction Matching data sources. Is there a way to bypass all headers, footers, blank rows, and other non-transaction rows using a single bypass rule or expression, instead of creating multiple individual bypass rules? What is the recommended way to import credit amounts as negative values? This is a one-sided match. The Amount field is displaying correctly as an absolute value of either the debit or credit amount, and the Debit field is also displaying correctly. However, the Credit field in the data set is always showing 0.Any guidance on the fixed-width field configuration or where the credit sign logic should be applied would be greatly appreciated.Thank you!

Dear all I have written some formulas to accounts which vary by scenario and time however want to be able to copy these formulas to different time periods on mass - without having to go into each formula constricted by time period and copying across to a different OS application (dev to prod e.g.) - using the copy paste format.Is there an optimum recommendations that I can get around this? 

Currently, users must upload supporting documentation one by one as R docs within account reconciliations. Because our typical reconciliations require multiple supporting files that must be updated regularly, this single-file constraint adds a significant manual burden and extends our month-end close timeline. Is it possible to upload multiple items somehow?

Hello Fellow OneStreamers, Please bear with the long post. I have the following workflow profile structure that contains Level 2 data unit overlap I am trying to change based on a financial planning requirement. The requirement comes in when an analyst reconfigures an hourly labor position in one of the assumption forms. A clear, retransform, load, and seed process should occur to align loaded data with the new configuration that will be used throughout the planning process for a particular position. The current workflow structure is a hinderance here because kicking off this process for a particular position retransforms and loads all entities which is much more data than needed. It also contains Level 2 data unit overlap because the same data unit is currently being loaded for the specified accounts within the current workflow profile structure. Our Current Production State: Base Input Workflow Structure Current State: Import Labor Data (Base Input Workflow Profile Step) Import Act

The Data Cell is read-only because the Parent Workflow Profile 'FR Food HR' has no active Input Profiles for the Workflow Channels that are assigned to the Data Cell's Account and/or UD member. Entity=entityname, Account=Accountname, Origin=Forms.