OneStream Platform Forums

Source:   Migrated from Champions Hi Team, Hope you are safe and doing well.I am attempting to display members using the if-else condition in cubeview.Does anyone know if it’s possible to use the if-else condition in Member Filter Builder Cube View? Thanks in advance

Source:   Migrated from Champions Does anyone know if it’s possible to use a hard enter (ctrl + enter or vbcrlf in vba code) in a label?

Source:   Migrated from Champions Hey Everyone, I am trying to create a report/cubeview for our regions. But how do I get the dynamic calculation inserted into my CV? (Highlighted Yellow) Do I need to approach it differently? Here is an example of what I am trying to create -   Thanks

Source:   Migrated from Champions Hi All,This is my first time posting and happy to do that!I’ve built a cubeview showing the clients in rows and Revenues in columns but struggling to sort my client based on the revenues (descendant).Is there any effective way to apply descendant / ascendant sorting ?Thanks

Source:   Migrated from Champions Hi! This is my first time posting but we’ve had multiple users trying to copy tabs that have quickviews to another file while keeping the connection instead of rebuilding. Is this possible? Thanks!

Source:   Migrated from Champions I built a mass upload template leveraging XFSet to use for our budget and forecasting processes that has a quick view to pull in all the accounts in our account dimension. I did this so that if we add a new GL account, the quick view updates upon refresh and is available for the users to budget/forecast to, rather than having to update the template for the users. The XFSet is hidden so users don’t accidently break the formula. The quick view is also hidden for the same reason. I have the sheet protected to further mitigate risks of users breaking the template. The issue is when we go to refresh the template which refreshes the quick view, the protected sheet won’t let the quick view refresh. Does anyone have a workaround to protect sheets while still refreshing the quick view?

Source:   Migrated from Champions Hi, is there a way to create ranking within cube view? for e.g. Ranking Top 20 branches based on branch Profit. I think it would involve writing a BR but not sure. Any ideas will be greatly appreciated. Thanks

Originally posted by Hans van der KempIf I look at the Data Adapters, it seems the method type "JournalForWorkflowUnit" contains the required information. So then I would need a Studio report based on that data adapter, similar to the RPTA -> is that the best approach?

Source:   Migrated from Champions How can I create a cover page in an XLbook (first tab in the excel book)? I have tried uploading .xlsx and .xfdoc.xlsx single tab excel files into File Explorer under Application Database and System Database. The cover pages don’t appear when the XLbook renders. This does work for PDFbooks.

Hi All!  Our computer have recently been updated with the latest Microsoft patch and my colleagues and I have noticed we have lost copy and paste functionality within OneStream. For example, when I copy a cell from a cube view the following error occurs:In addition to this, we have lost capabilities to copy and paste members within dimensions. Has anyone seen this type of error before? Thank you all!  

Hello,   I'm new to Business Rule, and I'm struggling with the execution of a data management step with type "custom calculate". Currently, the execution of this script is giving me the message below : Error processing Data Management Step 'CC_FY2022_BUD'. Unable to execute Business Rule 'CopyData'. Invalid destination data unit in script 'A#Account1:C#Local:T#2022M1:S#Budget:U1#None:U3#T:U8#None:O#Import'.   In the Data Management step, I have defined elements in the POV and Data Units, and "Data Units" elements seem to be taken into account correctly, but elements in the "POV" such as U2, U4, U5, U6, U7 elements that have been defined in the POV of data element task (hierarchy nodes) seem like is not considered in the calculation.   So here are my questions: - What is the error message mentionned above actually saying ? - Are POC elements from the Data Element task taken into account in the Finance Business Rules ? - How do you efficiently debug a Business Rule ? &nbsp

Is there a way to validate the Total Debit or Total Credit amount of a journal and send back a warning/fail message if the total is over a certain threshold when we try to post/save the journal? Thanks

Jigsaw, one of the partners in South Africa needs to build an Onion Graph for one of our SA customers. Anyone have an idea how to do this?  

I have a report book I've built that loops thru a dimension and creates a tab for every member in a ud hierarchy. I've set book to label the tabs using the CVUD2 and CVUD2Description.  It works quite well except there are some descriptions that have hyphens in them which don't print out. Is there any way to print the hyphen included in some descriptions?

Hello! I'm looking for a solution to the new Quickview feature of splitting up Excel tables into pages, when the number of rows exceeds a certain number. I'd like to show all information in one page still, if possible.  

Hi experts, I would like to get some feedback on an issue that I am facing with the current build. I was unable to submit data for the Actual scenario via forms. I had tagged the scenario with the scenario type 'Actual'. After checking all the usual areas, I changed the scenario type to 'Administration' and assigned the same dimensions to 'Administration' scenario type (that I had selected with the 'Actual' scenario type) from the 'Cube Dimensions' screen. And, I was now able to submit data for the scenario via the same form! Could this be something related to a scenario type corruption and how do we go about fixing this? Regards, Sou  

Hi all, We have dynamic number of columns in our cube views/reports and it changes the number of pages that the rows go over based on the number of columns and fitting the the width of the pages.  Is there a way to make sure that the rows are set to a set number of pages high? Thanks

Hi, When creating a simple cube view using both calculated rows and columns, the intersection of these two formulas doesn't display correctly. Is there a way around this? See attached photo where Variance and Variance % columns both show the value of the first cell instead of the difference and difference percentage as they do in the other rows.

Hi, I would like to retrieve the value for a text attribute of a member - could be in any any dimension - in order to display it in a label on a dashboard. Can I do so with a generic XFBR?

Does the BI Viewer support ranking?

Originally posted by Diane Rochford Has anyone copied FXRates from prior month Closing FXRate to current month Average FXRate?  In HFM, I can copy last period in year closing FXRates, Actual scenario, to both current closing and current average rate, constant $ scenario. I was also able to copy the prior month closing rate to all future period closing rate and average rate within the Forecast scenario. I would expect I can do these copied within OneStream, I just cannot find where, or how, I can accomplish this task.   Help is greatly appreciated.   Thanks Diane    

Hi all How can I run a calculation for a subset of dimension members. Something like all base members of member Top, but not the none member, or just the members with text1 attribute = "Calculate", or just a comma separated list of members. Do I need a for loop? Cheers

I have a csv import coming from excel. One of the columns is of type date but when it gets saved into CSV the date is replaced by integers in the format excel uses to store dates. How can I convert those integers back into dates?

Originally posted by James Kirkby Hello: I want to have a confirmation rule write a value to a single intersection (api.data.calculate) by either calling a finance business rule or writing the calculate directly into rule text. The rule loops thru base entities and certain accounts, then writes the value stored there to a single member; basically, a check to ensure that all base members foot to the top of a hierarchy in USD (We have had issues with this in the past, and now have historical data that doesn't foot in certain areas identified in our most recent conversion.) I don't want this to run on a member formula as it will significantly slow down consolidation on all other data units, and this really is a confirmation by nature; a data quality check. Our consultants suspect that this may be by design; that during the running of confirmation rule, the cube can't get written to. PS - I can confirm the data calculate is in fact running as I'm writing the calc string to the error l

Originally posted by Brad KoteckiWe have a business rule set up that emails users once completed. To do this we used the sample under Snippets>Other>General>Send mail. Is there a way to BCC the email addresses on the email, rather than sending directly to everyone as a group?