OneStream Platform Forums

Hello,Would it be possible to extract information from Task Manager to create a separate dashboard? Currently, I have tasks grouped in the following example: Task GroupTaskCategory 1Category 2Accounts ReceivableClose AR Module - KoreaKoreaAPACAccounts ReceivableClose AR Module - JapanJapanAPACAccounts ReceivableClose AR Module - ItalyItalyEMEAAccounts ReceivableClose AR Module - SpainSpainEMEAAccounts PayableClose AP Module - KoreaJapanAPACAccounts PayableClose AP Module - JapanKoreaAPAC Currently, the OOB dashboard in Task Manager only allows view of single filter. This will take time for users to update the filter for each of the region/country. We are looking to have a dashboard which show the progress at Global level but also has the flexibility to further drill down to region and country level progress % by the task group. The dashboard should be able to show the progress of multiple countries/regions in a single view for quick reference, instead of manually updating category filt

Dynamic calc formula for an accountDim RATE As DataCell = api.Data.GetDataCell("A#RATE:F#99:U7#Top")Dim CALC As DataCell = api.Data.GetDataCell("A#CALC:F#F99:U7#Top") If api.Pov.Entity.Name <> "None" And api.Entity.HasChildren() ThenIf RATE.CellAmount < 0.15api.Data.Calculate("RATE = 0.15 * RemoveZeros(CALC)")Return RATEElseReturn 0End IfEnd If i'm calling A#RATE from the cube view.i have error unable to execute the formula for member RATE, error in processing script.when i compile the formula no issue

Sceanrio and Time parameter are missing in report in v9 where as i can see them in v7.4 for same dashboard. does anyone had this issue in v9? 

Hi all, Not sure if I'm in the right spot to post this question but here goes. I recently downloaded a word document off the OneStream site (I think from Knowledge Base) called "Optimizing Excel for Quick Views and XFGETCELL()". In that document there was a recommendation to change the default value from 2 to 4 in the Environment / Configuration Tab/ MultithreadingSettings property / "NumThreadsForGetDataCells" and "NumThreadsForSetDataCells".Has anyone else tried this yet and did you realize any performance improvement in large Excel XFGETCELL() workbooks?On a related note, does anyone have any other recommendations for optimization of Excel beyond the usual that has been presented here (i.e. Manual Calculation = on, Various preference settings, Refreshing in the Spreadsheet tool instead of in Excel, etc. etc.). I feel like we've tried everything suggested at this point, except for the NumThreadsForGetDataCells configuration. Thanks in advance for any advice.

Hello there,We are having an issue when using the Drill Down option from a Cubeview, and it's that after getting to a base data cell within the Drill Down window, and then trying to navigate to stage using the "Load Results for Imported Cell", the results window is displayed empty:     The workflow that is being used it's a simple Import, Validate and Load, that retrieves the imported data from a Connector and there is no further data processing once it's in the Cube.From the Workflow Page we can use Drill Down and Drill Back just fine.Any ideas of why is this happening?Thank you.Oriol

Hi All, I have the following use case whereby in my parameter, I have a member list of C#Local,C#USD,C#JPY,C#|WFText2| whereby WFText2 will be currencies/consolidation members eg. CNY,EUR,SGD,USD,JPYIs there a way to filter the member list to remove duplicates such that if WFText2 is USD, the memberlist will return C#Local,C#USD,C#JPY instead of C#Local,C#USD,C#JPY,C#USDAny help is appreciated, thanks! 

Hello,We're trying to change the storage type of an existing cell. Does anyone have an example? Thank you.Best regards,Carlos  

Hi Community! Are there any solid performance issues / consideration of having ALL currencies from OneStream listed as Currency Filter of the Application Property, instead of selecting only the ones we need ? Regards,

Has anyone ever come accross and issue where you've built out a quick view in excel to either faciliate reporting or to input values into a planning scenario and you open the workbook to refresh the quick views and they are all #refresh with the links broken?  The quickview POV is greyed out as if its no longer there. I've tried refreshing the page, workbook/closed excel and restarted... Any solutions or troubleshooting would be appreciated!!!!

Good morning/afternoon/evening to you, I currently have a Report Component that is setup into 3 columns.The right column has 7 text boxes, with the gap being equal. The properties doesn't have any padding on it:         However, when I run the report preview, there is a gap                  

Hello, Is it possible to dynamically update the Point of View after making changes to the Workflow Profile? I'd like my scenario and year to be in sync between the two areas if possible.   I am aware this can probably be achieved asking a user to manually press a dashboard component such as a button or a combobox, but if possible I'd like this to happen automatically when a user opens a new workflow profile or an associated dashboard is loaded. This should help our users avoid potential conflicts understanding what data she is looking at when working with associated cube views. Don't think I was able to find a business rule or a data management step to help with this task. Many thanks,

​I have a requirement to implement data integrity guardrails on several budgeting forms (Dashboards containing Cube Views/SQL Table Editor). I am looking for guidance on whether the following two features are technically feasible within OneStream: ​1. Real-Time "Unsaved Changes" Indicator The goal is to display a status label at the top of the Dashboard that updates to "Data Hasn't Been Saved" the moment a user modifies a cell value (Cubeview/SQL Table Editor), before they actually click the Save button. ​Question: Is there a way to detect a "dirty" cell state or user input in real-time to update a dashboard component immediately, or are we limited to updating status only after a Save action is triggered? ​2. Navigation Warning (Popup on Exit) The goal is to trigger a popup warning if a user attempts to navigate away from the current Workflow Unit or close the Dashboard tab without having Saved or Run Calculations. ​Question: Is there an event handler available that allows us to int

Hi,  Does anyone have a solution to see calculations (sum, avg, count) when cube view cells are selected? This is similar to Excel where the calculations on the selections on rendered on the page on the bottom right.

I have some accounts that are set up as non financial account type. Is there an easy way to see average data on QTD/YTD? They are behaving as balance accounts now.

Hi,Currently we are not using translation (currency conversion) and I was wondering if we can skip translation process while consolidating or can consolidate only specific accounts (if it allows) to make the process faster?We have a reporting application with huge set of data and need to refresh the data hourly followed by consolidation which is time consuming process. I am using data management out of the box step for consolidation with C#Aggregated. Can I use any other approach to make it faster?

Hello OS Community, We are building Power BI dashboards using the new Power BI connector for OneStream. We can successfully retrieve OneStream data through the connector in Power BI Desktop. However, after publishing the .pbix file to the Power BI Service, we are unable to refresh or schedule a refresh from the service. We reached out to Microsoft, and they indicated that this is a third-party connector (Power Query OneStream connector - Power Query | Microsoft Learn) and redirected us back to OneStream. We also contacted OneStream support but have not been able to resolve the issue. I’m curious if anyone has had a similar experience and found a resolution. Below is the error we received: "Unable to update connection credentials. Failed to login with OAuth token, please update the credential manually and retry.Details: [DataSource.Error] Unable to connect to the remote server Please have this information handy if you choose to create a support ticket. Session Id: 0bd10fb7-cdd7-451

Hello, We have a custom business rule that does some account reversing we run centrally at the end our month end process. using a dashboard We're putting in a new lease process within OneStream and was wondering, is there a way instead of giving the front end user more steps within their workflow, that I can attach the business rule to the import step and once they run the "Load and Process" portion of the import step, the business rule will run? Thanks, Will

I have a need to move a scenario from under a parent to under Root.  Take the example below.  I want to move "Forecast" under Root before "ForecastArchive".  To do that, my plan was to add a relationship for "Forecast" under Root, and then removing the relationship of "Forecast" under "BudgetScenarios".  I am assuming there is not a more direct way to move a member in one step, but would love to be wrong. I am having issues with the first step trying to add "Forecast" before "ForecastArchive" under Root.  Below is my code.  Does anyone know what I may be doing wrong?  Bonus points if you also know how to remove the "Forecast" relationship with the parent "BudgetScenarios" to complete the move.  I am sure it's something simple but can't figure it out.  When I run this as an extensibility rule, it completes without error but nothing changes in the sceanrio dimension.  Dim ForecastArchive_Mem As Member = BRApi.Finance.Members.Get

Hi everyone,I was wondering if anyone knows a way to open a table as a spreadsheet in a dashboard, allowing the user to create, remove, and edit the rows as a traditional spreadsheet.I already use the SQL table editor for updating tables, but it's not very user friendly, especially when the user has to add many rows.Any help is appreaciated!

 

Hello ONECommunity, We use NetSuite as our ERP system, and we have different FX rates by subsidiaries that apply to the transactions that occur within those subsidiaries. This means that for AverageRate we can have two EUR->USD FX rates within NetSuite. One FX rate for each of the two subsidiaries. When we pull those transactions for our income statement accounts into OneStream to load our YTD Actual scenario, we are seeing some FX variances because OneStream can only apply one EUR->USD FX rate that is stored within the cube's applied FX rate type. How have others solved this issue? Is there a way to apply multiple EUR->USD FX rates within OneStream we are not seeing or is this whole process uncommon and we need some changes to our ERP? Thanks!    

Hello, I'm building Dashboard Data Set business rule to retrieve data from cubes. Besides the member filters in FdxExecuteDataUnit parameters, I'd like to add some additional filters, like account dimension filters, UD1,/UD2/UD4 dimension filters. And filters could include plenty of values. How can I make it work? I try to defined it in below manner, but the result is not filtered as expected.   Dim additionalFilter As String = "Account = 'EBIT' OR ACCOUNT = 'CAPEX'" 'Execute FDX query dt = BRApi.Import.Data.FdxExecuteDataUnit( si, "Total_Magna", ' Cube name "E#Parent1,E#Parent2", "C#USD", ScenarioTypeId.Actual, "S#Actual", "T#2025M1", "V#Periodic", True, additionalFilter, 100000, False )    

Does it make sense to get OneStream Metadata (eg Entity, Cost Center etc) be updated automatically from upstream source system such as SAP?I would have thought it would be far too risky but just want to check if anyone out there had ever come across such requirement and what approach you deploy so that metadata between source ERP and OneStream are in sync?Thanks in advance for sharing your experience.

Is it possible to have multi select option in Combo box ( Dashboard component)?   Thanks & Regards, Madesh K

Dear community,When opening a cube view in PDF, the row height isn't automatically equal to the row header height. As a result, the color in background within the cells isn't extended properly:    A workaround is to set a row height, but the problem becomes when we have an header description that would be bigger. How do you handle this at your customers please?Thanks,Florence