OneStream Platform Forums

  We have a recurring requirement to share the transformation rules/logic on a regular basis with downstream teams or auditors.   Currently, this is being done manually, which is time-consuming.   Is there a way to automate the extraction/export of transformation rules?  Some options I’m thinking of:  - Can this be done via Business Rules (BR) / Decision Model (DM) modules?  - Is it possible to extract or view all applied transformation rules directly through Cube Views?  - Has anyone built an automated solution (e.g., a dashboard, cube view, report, or extender rule) to export/list all transformation rules in a readable format?   Would really appreciate your thoughts or examples if you’ve implemented something similar.   Thanks!

Hi Team, I have created a dashboard with Vertical Stake Panel option and attached multiple Cube view components. when i scroll left to right in the dashboard my CV row headers are scrolling. how to freeze them in the dashboard.  

Hello!Has someone tried Narrative reporting in 9.1 version? I am currently experiencing issues: 1.- Inserting charts/Advanced Charts / Reports if someone could insert an exaple on how they have done it. 2.- I cannot vie the artifacts and acces them, this message keeps popping up (and the names are fine)Thank you so much for the help!!

In my cube view- I have some cells which are greyed out. What does that mean? I am admin.    

Hi,I am working on the cubeview below, where I have 2 dynamic calc accounts. On some of the cells their value is greyed out. The dimension on column is UD4. Can somebody help me understand why some of the values are greyed out? Thank you  

Hi,A user is facing two issues with Excel add-in.  XFGetCell and XFSetCell formulas with XFGetMemmber Property are used (XFGetMember function only at the top of the page). There are 15 sheets in the Workbook page.Has anyone experienced issues described below?  What is the likely solution?  Is it V8.4.1 specific issue? Thanks in advance for any help/pointers.Two issues:(1) Retrieval formula dont work and have to keep refreshing the whole workbook/worksheet. When refresh one worksheet, the rest will went error. When refresh another sheet, previous sheet went error.(2) When trying to save an offline version of retrieval file but error keeps pop up as attached.

Hi Everyone, I recently developed Flux reports for my organization, I'm encountering following issues. When I type comment on the 'Comment' column, if the comments is of say 100 words, the red line which I marked in the screenshot keeps moving to the right. refer screenshot below. How can I fix this issue? I use, V#Annotation for Comment column.2. When multiple users, try to update the comments, the comment from the last save is only visible. Could you please advise how can i overcome this? thanks in advance  

OneStream Community, I am having difficulty applying visible parameters after embedding a Cube View in Excel. When I embed the Cube View and select "Use Display Value" the parameters appear but the parameter member list drop down is misaligned to the applicable parameter. Additionally, when the Cube View connection is removed and re-embedded without selecting "Use Display Value" on refresh the cube view shows an object reference error, but then after selecting ok the cube view will render with no issue. Has anyone come across this?    

Hi All, I am trying to get a decimal value rounded up to integer for calculation (Not for display). The current cube view cell value is 0.75. I can make it displayed as 1. but, when I put it in GetDataCell function for division, it actually went back to use the value 0.75 to calculate the division. I tried using a dynamic calc with Math.ceiling function, not working. Please help. Thank you.

Hello, I recently recovered a scenario from a restored application copy from a point in time. I now would like to extract that scenario from the application copy and put that in our working application. Does anyone have any idea on how this would be done? Thank you, Jeremy Morgan

I need to get, from a Custom Dimension, the characters starting after "D." or "T." when it's possible. Normally it comes as D. or T. at the beginning, followed by XYZ. What I want to get, as a direct mapping, is XYZ (these are the members created in the Custom Dimension in OneStream).What type of mapping can I use for this? I don’t want to trim the source member in the Data Source because I need the full original source member to appear in Stage.

Constraints in OneStream are filters applied to metadata dimensions such as Flow, Accounts, UD1, or specific cash flow lines to narrow the scope of calculations, data retrieval, or Cube View rendering. They’re powerful tools, but when applied too broadly or dynamically, can they degrade performance?Larger evaluation footprintA Flow or Account constraint forces OneStream to check every intersection in that dimension. In dense cubes, this can mean millions of evaluations.1. Dynamic filters are expensive.Static lists (e.g., A#1000, A#2000, Flow#Operating) resolve quickly. Dynamic logic FilterDim, Boolean conditions, or formula driven sets require runtime computation. Why?2. Stacked or nested constraints multiply the cost.Does layering constraints across Flows, Accounts, and UDs in OneStream force the system to resolve each filter before executing calculations?3. Reduced parallelism.When constraints slice across cash flow lines or UD dimensions, the engine can’t fully parallelize task

Hello everyone, We currently have a business rule that allows us to display a certain number of accounts for our cash flow cube view. The problem is that when returning account.Member.NameAndDescription, it does not take into account the user's culture. resultString.Append("A#" & account.Member.Name & ":Name(" & space & account.Member.NameAndDescription & "):F#None,") So I think I need to retrieve the culture of the user displaying the cube view in my BR in order to return the correct name and description. However, I don't know how to retrieve the user's culture, nor what parameter to return instead of account.Member.NameAndDescription to get the one in US English, as the default is in French. Do you have any ideas?

Hi Onestream experts,We need to install client software 9.1.0  for accessing Environment 1, which is running on version 9.1We could not use the client software 9.1.0 for accessing Environment 2, which is running on version 8.4Why is the client not backward compatible? This is a very normal situation for any customer, to have different environment in different version.How to solve this? ThanksSuresh

I have managed to build a Gantt View and the associated DataSet qute successfully.However, since I am looking at data that spans a few years, I'd really like to zoom the Gantt View in so that I can see the related tasks (spanning that time) without having to scroll a metre to the right.....There are no obvious Formatting options on the component itself, and the related objects only have the "ParameterValue" property which look vaguely useful, but I think that is only to pass info back with the DataSet once constructed, and not to pass any scaling/formatiing info to the Gantt View component.ChatGPT (don't judge me....) tells me that the underlying control (ComponentOne GanttView) has options aailable to set the zoom levels (e.g. TimeScaleUnit = "Year"), but these are not exposed to the object model or on the component, since I cannot create a GanttView object in the BR (as it's done by the component).I have looked in the Task Manager code and there is nothing that does any zooming - may

This is the note in the release note version 8.4. 'Use of Cube View Member Filter Where Clause with HasChildren=True is only supportedon dimensions assigned to the Default Scenario Type. (PF-21833)' Can someone point to where I can look to see if the dimension assigned to the Default Scenario Type? Trung    

We just upgraded from 8.4 to 9.0, and almost certain before we could email a spreadsheet with XF functions and immediately refresh the spreadsheet with button in the ribbon when already logged in.  Now the Refresh Sheet button is grayed out, and now you have to "save as" the spreadsheet then refresh because the spreadsheet is in "read only" mode.  I'm trying to decide if it changed with the upgrade, or if one of the Preferences settings affect this, or if we are just not remembering correctly.  Any ideas or are we just wrong?

Hi All, in my dashboard, I have a row which I need to use value for a GetDataCell function in a different row. I made that row background and text all "Transparent" in report and Excel format. It is not showing in the dashboard, but it still got exported to Excel. What should I do so it won't be exported to Excel file? Please help. Thank you.

Hello, I have an extract I am looking to automate with the task scheduler. However, I am looking to also automate a run once a consolidation completes and also have the ability to cancel a scheduled export with a button if it is set at a time when a consolidation is taking place. Is it possible to accomplish this?

Hi Everyone, I have received a request from the business regarding a cube view report where they wish all the rows to be populated with the dimension member. For example in the screenshot below, they would wish to see "Entity 1" populated for all the lines in the second column of Largest Clients.     I am not sure if that is feasible unless someone has found a way. Thank you in advacne for your response. Regards  

Hi All,Has anyone used the OneStream Power BI Connector to pull millions of records and found the fastest way to do it?I’ve been asked to use the .TreeDescendantsInclusive member expansion in the Get Cube Data function for a few dimension members, but this is making my query run very slowly. I was previously just using the .Base member expansion and could pull about 5 million rows in 20 minutes. To avoid the 2 million row limit, I created an M Query that loops through specific dimensions and splits the calls into smaller queries. This included several historical periods, and doing an incremental refresh for 1–2 periods didn’t take long.Here’s a screenshot of part of my new query using .TreeDescendantsInclusive.My issues now are:The queries eventually fail because one of them hits the 2 million row limit, because I cannot easily loop through some of the new expanded dimensionsIt takes an extremely long time to query and load data into their Power BI data model as I am now pulling an est

Hello fellow admins, I'm wondering if anyone out there has found a way to successfully include one of the Application Reports dashboards (the one I'm trying to grab is the "grp_PR_TransRuleChangeAudit_RPTA" dashboard). It's recognized but I'm getting a couple of strange parameters (like... height of report parameter).  No matter what I input in the parameters, it's not grabbing an actual report dashboard and just leaves a blank space.  I would really like to use the map audit dashboard in my guided reporting if I can. Would love to hear from anyone who has found a way to use these standard reports dashboards in this way. Thanks

Hi all, we have a process to format data in the csv before it's imported into OneStream.  This seems like extra work and I want to create a complex expression in the Data Source to remove this step. My excel formula is =VALUE(SUBSTITUTE(SUBSTITUTE(H9,"¥",""),",","")).... all the way down for column H or the Amt field import. I've tried putting this in the complex expression but I do not have the dimensions defined properly.... does anyone have an example or suggestions they can point me towards?  thank you!!!

Hello Everyone,Does anyone know if it’s possible to use Wrap Text in comments within OneStream? This feature is available in Excel under cell formatting, but I can’t seem to find it in a OneStream Cube View. The member filter used for comments is V#Annotation.If anyone has a solution or workaround, please advise.Thank you!

Hi all, Every forecast cycle we get the same performance complaints from the same region group of users.  They are always uploading massive amounts of data and refreshing massive amounts of data in the same workbooks using the XF functionality in Excel. To be clear, we have tried multiple times to convince them that they should be importing that data via CSV and advising that they will not get the same performance using the XF functions.   We have also tried having OneStream re-index the databases before these cycles and we have regular daily app pool recycles. The OneStream data logs really don't show any significant refresh issues (less than 5 minutes usually) but the one user doing all this work is insisting that it's taking hours and hours to finish refreshing and they often have to close and reopen Excel and re-launch OneStream. We have raised multiple tickets and OneStream does not see any back end issues. We have looked at their Excel preferences and tried differe