OneStream Platform Forums

Hi! I am building a CubeView and currently exceeding the 4 maximum column overrides. To work around this, I am thinking the next best option is to build a business rule or UD8 calculation that combines multiple formulas but need help putting together the language (unfortunately, coding is not in my wheelhouse). Does anyone have a current business rule or UD8 calculation that I can utilize that subtracts one column from another for multiple criteria? For example, below is what I currently have in the Column Overrides. I think I would still need to put the UD8 calculation in an override because of conflicting GetDataCell formulas in my rows/columns but because there are various views (QTD & YTD) and scenarios (Actual & PYRates), ideally would need to combine some of the formulas together in the calculation as to not exceed the 4 maximum overrides. Hope that makes sense. All of the column references is a gross margin calculation. For example: QTD_CY = Current quarter gross margin

Originally posted by Mark Williams I have created a PDF book that loops over a large group of entities and has a page based on a cube view for each entity. Around 10%-15% of the pages are blank.  Is there an easy way to have the book skip pages for entities with no data?

Does anyone know if a Cube View Extender Rule can be used to dynamcially change a Header Text selection on the Cube View (i.e. Name, Description, Name and Description)?  I am trying but it does not seem that this option can be changed but maybe someone has had better success.

hi, I am trying to insert a chart into a Word xfdoc from the Word Insert menu and completing some data points, which I can do.  However, when I try to run/process the document out of OneStream it gives me an error message: Entries cannot be opened multiple times in Update mode.  Is a native Word chart not allowed?  The data is not linked to OneStream (although that would be ideal).  Is there any Event handler to work around this?  I'm in 8.0, not sure if this is available in Narrative Reporting in 8.2+?thanks,Greg

There are two workflow profiles named Submission and Consol, Import TB falls under Submission and  Consol is under TotalConsol WF. When a new TB is imported and loaded to Import TB WF, the Consolidate Status ( Green Circle ) remains unchanged for TotalConsol WF. so another user will not know that the Consolidate step has to be retriggered as a new TB has been loaded.Is it possible to create a dependency such that whenever the the Import step is retriggered, the Status ( Green Circle ) of Consolidate is reset for TotalConsol WF ( to blue circle ) 

Hey guys,   Got the question internaly if there are any way in a cubeview to get rid of the search boxes in the column for the rows. And instead insert text value, like which dimension it is.  Looked around in the cubeview display format but can't find anything. Running OS 7.4. Thanks  

I've been hunting around for information on the last run date for cubeviews, I may not be looking hard enough but I don't think it's stored anywhere outside of taskactivity? If this information is out there somewhere in an easier to grab format please do point me in the right direction, otherwise is my only option to query this information from the TaskActivity DB myself and hope that it hasn't been cleared in the timeframe I'm looking to query? As a bit of background we have hundreds of cubeviews at this point and I'd like to clear up the estate. Ideally I'd be starting with data on when each cubeview was last run (possibly supplemented with how many times it has been run in the past year), followed by querying with the relevant departments whether the cubeviews are needed  based on this data. 

Hi, we are in the process of migrating into V8. while testing some of the dashboard we observe that BI Viewer is not rendering charts when it refers to dashboard. when running alone BI Viewer it is working fine.  can you anybody please help me this on priority . is there any option to enable?  working fine on 7.1. Thanks.

Is there a way to block running consolidation or any other calculations on a specific scenario both by the end-user and by the administrator? This limitation is to be applied only to the one archived scenario. 

Hi Everyone,When trying to access the Spreadsheet section in our application, we were met with this error message that we did not recognize. We were unable to open the Spreadsheet section because of this unless we opened the application in a new window. Has anyone seen this error message before or know what the root cause for it was? 

Originally posted by Michael Malandra 1/23/2018 Security Question - can we block users from submitting data in excel? We want to prevent a user from submitting planning data on certain UD members

Hi - The below if condition is not working if the cube is multi cube, it works with Single cube? Any Idea why  If api.Entity.OwnershipType().ToString.XFEqualsIgnoreCase("Holding") Then

Hello everyone,I’m working with a flat entity hierarchy and need some help.I have entities like FRA1, FRA2, GBR1, and GBR2. In a cube view, dashboard and/or spreadsheet, I would like to aggregate the amounts by region, such as FRA (summing FRA1 & FRA2) and GBR (summing GBR1 & GBR2). However, I would like to achieve this without creating a new hierarchy.Below is a representation of my goal:Do you know of any ways to proceed with this?Thanks in advance for any help or suggestion!

Hi Everyone. I would like to know how I can perform a setdatacell on an entity that is not in my Data Management configuration. I obtain the value of the entity from Text 1 of my entity assigned to the POV, but it does not allow me to apply a setdatacell or a calculate to assign a new value to that entity. Therefore, I would like to know how I can achieve this. My Data management configuration: The example code I am using: Dim strEntity As String = api.Pov.Entity.Name Dim strScenario As String = api.Pov.Scenario.Name Dim strTime As String = api.Pov.Time.Name Dim povEntityId As Integer = api.Pov.Entity.MemberId Dim strEntTx1 As String = api.Entity.Text(povEntityId, 1) 'setdatacell api.Data.SetDataCell("S#[" & strScenario & "]:T#" & strTime & ":E#" & strEntTx1 & ":A#S_ConvFactorInner:O#BeforeAdj:U1#D0000:U2#P0000:U3#LOCAL_DATA:U4#PJ00000:U5#None:U6#None:U7#None:U8#None",totAll,False,True) 'Data.Calculate api.Data.Calculate("Cb#HLFPLN:S#[" & strScenario &am

I am trying to calculate months to date in a cube view column based on a date entered in a text field within Entity Dimension members. The text field would display in one of the columns on the cube view report, and the goal is to effectively subtract the current month from that date's month to derive a total months to date calculation in another column. Any thoughts on how I can do this? 

Hello, I have this strange situation where information was entered with form input and for 1 of the entities the data disappeared on several accounts. This is in a scenario type1 scenario.  When information is entered again the old values can be found with Audit history for Forms from the drilldown. Any idea how this can happen, I would expect it only after a reset scenario, but that would remove also data for other entities, could also be by removing the entries, but there are several different forms, so that seems unlikely. kind regards Ben 

After upgrading to v8, we seem to have lost the comma formatting that was there on the standard IC Matching Partner Detail report.   Is this something that I can change, and if so will I need to do this anytime there's an upgrade?  I can't find where this setting resides.    

Today, a customer asked me:  Where do stored calculations store data?  api.Data.Calculate If Statements  In stored calculations, If Statements are helpful to specify that a formula is only required to execute on specific Data Units, as shown in the image below.   If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) contains two logical operators (And and Not). Due to the AND operator, the statement api.Data.Calculate("S#Forecast = S#Actual") between Then and End If will only run if both of the following are true: The Entity is a Base-level Entity Member, i.e.: does NOT have Children (Not api.Entity.HasChildren()) The Consolidation Member is Local indicating the Entity Member's local currency (api.Cons.IsLocalCurrencyForEntity()) The statement api.Data.Calculate("S#Forecast = S#Actual") will copy the S#Actual data buffer to the S#Forecast data buffer. The If...End If

Hi community, Does anyone have a good member formula for calculating income/equity attributable to minority interest on the P&L and balance sheet? My understanding is in our case we can report this in a simple manner with just two additional accounts, one on the P&L and one on the balance sheet. In my mind the P&L account would work something like the following, if ownership type equals Non-Controlling Interest then multiply net income by (1 - percent ownership). I'm currently trying the below formula for the P&L account, but not yielding any results. After running a consolidation there is no data in the new account. Any suggestions on how to solve this? Thanks, Dim dValue As Decimal = api.Entity.PercentOwnership() Dim objOwnershipType As OwnershipType = api.Entity.OwnershipType() If objOwnershipType = "Non-Controlling Interest" Then api.Data.Calculate("A#NCI_Income:I#None:F#PL_LOAD:O#Import:U1#None:U2#None:U3#None:U4#None:U5#None:U6#None:U7#Data_Load:U8#None = A#NetI

Hello, I have a dynamic calc UD8 member, where I put small value grater then 0 (0.00001) to be able to display certain rown even when the initial value is 0. This works with FormulaPass, but does not seem to work with dynamic calc. Does anyone know if there could be a problem that dynamic calc values get supressed when all CV supressions are set to "True"? Thank you!

Hi! we are facing Corporate Sustainability Reporting Directive in Europe, and we need to report in XBRL format since the 1st jan 2026. we are looking for solutions on how to report in this format from Onestream. Is there some tool / connector you may know that can be applied? Do you have any recommendations on the architecture to do that? Thank you!

What is the correct syntax for the filter expression in the DataUnit method command used in BRAPi.Database.ExecuteMethodCommand()?We are trying to filter on Flow member EndBal.  The following syntax does not work:MethodQuery: {FinRpt}{CorpEntity}{}{}{ACTUAL}{2024M1}{YTD}{True}{F#EndBal} results in the follwoing error:The expression contains invalid date constant '#End_Inp'.MethodQuery: {FinRpt}{CorpEntity}{}{}{ACTUAL}{2024M1}{YTD}{True}{WHERE Flow LIKE '%EndBal%'} results in the follwoing error:Syntax error: Missing operand after 'Flow' operator.{WHERE Flow = 'EndBal'}, {WHERE Flow IS 'EndBal'}, and other variations all result in the same syntax error. 

Is there a way to see the current OS license that is installed?  We have recently had the number of user licences increased and now want to check that this has been applied, I'd hoped this would be in an obvious place like the environment or security but can't see anything that shows the current license (just being able to see the number of enabled users that the license allows would be a good start).

Is there a way to set the task manager to automatically read the calendar for the upcoming months? And assign the Work Days so the client don't need to have to load them manually in the system?

Has anyone had issue with OneStream after switching to Windows 11?