OneStream Platform Forums

Hi All,I'm struggling with the Bi Viewer pivot table. I'm trying to get a hierarchical view on the rows for our UD2 - Market dimension. I have to use the Data Adapter Cube View since I have some calculated fields that cannot be replicated using the Cube View MD. Has anyone had the same issue?Thanks,Davide

Hello, We are creating a cube view where the columns are dynamically filtered by the text fields of Entity and UD1.  I am fairly confident in building a business rule to return the correct result, but I am uncertain of how to then present that in a "totals" column within the cube view. What type of business rule should I use for this? Once I create the business rule to calculate the value, how do I get it to display in a cube view column? (extender rule, dynamic calc, etc.) Any help or guidance on this would be much appreciated.

In the cube view, I have the customer selection on the dropdown list. When NoCustomer is selected, they want to see data that is loaded on Import. But they want to block the input for NoCustomer on Forms. is there an easy way to achieve this? Like if NoCustomer, read only?  

Hi everyone,I want to run the export to the cube for a specific department. The reason is that my current process deletes all the information in other departments. Is there a way to apply a filter to this process?  

I am having an issue with cube view parameters within the Genesis content block "Cube View Comments"?  I receive one of two errors - (1) Index was out of range (parameter 'index') or (2) Parameter is not supported.   However, if I put the exact same cube view in the "Cube View Advanced" content block, the parameters work exactly as expected.   Is this a bug or is there something I'm doing wrong?  Any help would be greatly appreciated.

I have a dashboard (not bi-viewer, standard OneStream dashboard) frame that needs to be shared with users outside the application on a regular basis. How can I use a screenshot of this dashboard as a picture or book file to be shared with users outside the app? Users currently screenshot the picture and save the file locally before sharing. I'm hoping to use a OneStream tool to accomplish this. I've investigated extensible documents and books, but they appear to require build a "report" dashboard component. Not looking to rebuild the dashboard from scratch.  Ideal situation would be similar to how cube views can embed to picture in Extensible PowerPoints, but I'm open to other options. Thanks in advance

Hi, In NRR, is there an out-of-the box way to identify (highlight) dynamic variables while editing but to remove the highlight when it's ready to publish? This is helpful when toggling between Show Fields Codes and Hide Field Codes.

Hi,  We're building custom variables for NRR to enable users to select from a set list. These variables are built in Parameters with custom querying. Is there a way to enable these variables to be selected from Artifacts -> Contents or somethin equivalent inside NRR.

Hello, I am currently working on the solution which consist of a dashboard page that can be embedded in other dashboards. For this solution, I would like to reference the name of the parent dashboard where the embedded dashboard is currently embedded. Are there any standard functionalitity / functions that would catch the main or parent dashboard of an embedded dashboard ? Many thanks for your insights. Regards,

Hello, I am currently working on some Eventhandlers to prevent a group of users to execute calculate/translate/consolidate in dedicated scenarios. This was easy to do and works fine. But we have created a button in a dashboard which combines a save action "save data for all components" with a Server Task "Force Calculated" and I don´t know how to catch this button in an Eventhandler. Any hints how to do this?RegardsMartin

Hi all, is there a way to open the "Workflow Multi-Period Processing" page from a dashboard button?we were able to open the pages for specific time (YYYYMM) and the different steps Import, forms, Adj. But what about the Multi-Period processing which is exeucted at the year level (e.g. 2025)? Which is the Workflow name to use in the Change POV and Workflow button POV Action?here is how we set the button  Can anyone help?Thanks and regardsMassimo

Good afternoon,I was wondering if anyone has had the issue of In-Sheet Action Buttons turning grey and not working within the excel add in. The environment is 8.5.1, using the 64 bit version of excel, and has the updated excel add in.When using the in sheet actions within the spreadsheet tool, there are no issues with the Buttons and the DM steps run as expected.When opening up in Excel, the first button is greyed out and does not initiate any tasks, while the green button still works.     If anyone has any resolutions, I would appreciate it. Thanks, Ben 

We have a consolidation button in the excel add-in that does not work. However, it works fine in Spreadsheet. This is in version 8.5. I've seen others have had this error but no commentary on a solution. Is this resolved in later versions or is there something to change in the excel add-in

Please share your Workflow leading practices to input data to Parent Entities. Thank you.In addition, please help us with three initial questions below: 0. Workflow: Parent Input – Forms/O#AdjInput- Is this Workflow the leading option to input data to Parent Entities? -- We prefer not to use Forms/O#Forms by creating alternative Base E#/A# Members as they are massive.0. If Forms/O#AdjInput is the leading option:1. Account Dim: Member Properties | Vary By Scenario Type And Time | Adjustment Type -- How to massively set A#'s 'Adjustment Type' to 'Data Entry' from the default 'Journals'? -- Can we still use Workflow 'Journals' as they are tied to O#AdjInput as the default?Loading Form Data2. Form Input Template: Format – CSV v Excel -- CSV v Excel: which template format is better and why? -- CSV Template: please share a copy here per OS Support.  -- I couldn't find a Form CSV template in Community, Solution Exchange or Design Guide.Thank you, S

I have a requirement to setup auditor (view only) access within the Task Manager solution.  Unlike Account Reconciliations, there isn't a dedicated Role within the Global Options settings of the solution.  My initial thought was to assign an Auditor role to the "Viewer Group", however this would require every single task to have the role assigned.  Does anyone know of a better solution, or do we actually have to assign the viewer group on all 2,000+ tasks? E.g., regarding assigning the auditor role to the viewer group.  

Hi, wondering if there's any way to group all the coordinates pin point on a map. Similar to this: I'm running a Dashboard Dataset Rule and using a Map Component within workspaces. The issue is that the location text gets jumbled when zoomed out:            This is the excerpt of the code, but mainly lets it pinpoint the location on the map  Dim pin As New XFMapPinPoint(LCLat, LCLong, MemberInfo.Member.Description, XFIMageFileSourceType.ClientImage, "StatusBlueBall", 0, 0, MemberInfo.Member.Name, XFImageFileSourceType.ClientImage, "StatusGreenCheckMark")                            'MemberInfo.Member.Name    'MemberInfo.Member.Description collection.AddPinPoint(pin)                         End If                     Next           &nb

We're planning to load data from Oracle EBS into OneStream thru REST API. However, during our tests, we are unable to reach Oracle EBS using both postman (error: getaddrinfo ENOTFOUND) and business rule (error: remote server cannot be resolved).Infra team from the Oracle side asked us for the Static IP that OneStream uses but I am not familiar on how to get this, any thoughts? They'll use this so that they can configure and allow requests from this IP. Appreciate your help.

I’m working on a loop over Entity.children and trying to implement a condition where, if a particular entity x is selected, then entities y and z should be excluded from the loop. I attempted to write an if statement to handle this, but it doesn’t seem to be working as expected. Here's the logic I tried to implement:    

Hi everyone, I have a book having a simple CV with an Excel output. When the book is "processed and open", normally it opens an excel file in the local machine. Is there a way so that the output file is saved as an excel on a shared OS folder? Thank you.Best regards,Carlos 

Hello, We are creating a user activity dashboard to monitor system activity by user.  In the TaskActivity table, there is a column for Task Type (TaskActivity.TaskActivityType), but it stores a numerical value. Does anyone know where the corresponding text description is stored to pull into a SQL dashboard data adapter? Thank you, Eric

Hi Team, Please help us if any possible way for below requirement. I have multiple rows and columns. here, If Variance column (column D) has the data then Actual column (B) should be populated for that Entity1 . If Variance(column H) has the No data then all column (F,G,H) should be suppressed for that Entity2, I have tried CV suppression setting but it is suppressing the columns when the entire columns have zero or No data and also tried with "use to Determine Row Suppression" property, but no change on the suppression. Kindly let me know if any other setting needs to apply.  

Hi Community, I have the following calculations in my workflow profile, but the processes Process_plp and Copy_plp_to_pln run at the same time and not in order. What do I need to do to make them run sequentially? My OneStream version is 8.5.1.  

Hi everyone, I need to delete all records from the error log, it became very slow and heavy to use. I tried the buttons abovebut they do not clear everything from it. I found some discussions partially covering the topic, they suggest to manipulate the table 'ErrorLog' via query, but it seems like that table does not exist.Is there an easy way to do it? Thank you

Hello Community! I am trying to write a BRApi SetDataCells code but cant get the syntax right. Can someone please share an example? I am not sure how to get the "dataCellExs" in the below code:BRApi.Finance.Data.SetDataCells(si, dataCellExs)Thanks in advance. 

I’m working on a custom clear process that clears cube data using GetDataBufferUsingFormula()  The goal is to dynamically clear data for all base members under the current POV (Entity, UD1-UD4) by expanding any parent members with the .Base suffix. In other words, I want to make sure every dimension in the POV (Entity and UDs alike) is ultimately resolved down to base members before the clear runs. Here’s a simplified idea of what I’m doing: Dim filterString As String = String.Join(":", intersectionParts)Dim fullFilter As String = $"FilterMembers({filterString})"Dim sourceBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula(fullFilter, DataApiScriptMethodType.Calculate, False, destinationInfo) The process builds a FilterMembers() expression dynamically, retrieves the buffer, and sets all cell amounts to zero to perform a clear. However, I’m facing two issues: Some child members aren’t being cleared, even when I use .Base on their parent. I’m not fully sure about the correct