OneStream Platform Forums

Hi all. I am building a report that requires more overrides than the standard cube view template allows for. 10 rows of this report require overrides to the scenario dimension for one column. These rows have either multiple dimension intersections (e.g. A#Net_Income:U7#Modeling:U8#Top) or exist as GetDataCell calculations. Each of these rows needs the scenario dimension overrode. Using column overrides is not an option as these rows already use the 4 column override options for variance columns. I have tried pasting multiple rows in one override property, but if the override controls more than one row it erases the dimension intersections specified on the row (e.g. turns the above dimension intersection into the standard report POV members instead of the specified members). How can I apply the overrides for these rows? If cube views allowed for more than 4 column overrides this would be as simple as adding more fields, but I am out of fields to input. Thanks in advance.

Hi, I am new to the OneStream. We have installed the Capital and People registers in our Dev environment and customized it as per our requirements. Now we are completed our development and are thinking of the ways to move the work to Prod. How do we migrate these registers along with customizations (rename the columns etc.) from Dev to Prod? What are different ways to move the registers from one environment to another?

Hi,What are the major considerations that need to be looked at before making a design decision for implementing "Tax" Scenario Type? What are the pros and cons of using this Scenario Type vis-a-vis "Actual" Scenario Type? Is there any guidance/ knowledge post on the same?Use Case: Want to integrate an erstwhile Tax application into OneStream Application where actuals are already available. The tax application has some additional tax related dimensions, rules, etc. which need to be used in OneStream. 

has anyone done data export from OneStream to Databricks? what is the best way or method to transfer data into databricks?

Hello, I currently have a cube view that I am working on where the member filter uses UD1 (U1#|CVUd1|.Children) on the rows with a nested member expansion for Accounts (A#Headcount, A#Labor, A#Benefits,...) and the columns pull from two separate Scenarios (Actual & Budget). For the Actual columns A#Headcount works, but I would need to pull A#BDG_Headcount in the Budget columns. I know that you can do row overrides for most cases but considering that this is all in one row technically you can't just override it to switch to A#BDG_Headcount. Maybe? I was thinking that there may be an If statement that I could put in the member filter but am unsure how to go about it. The basic logic would be: IF S#Actual Then A#Headcount Else A#BDG_Headcount I think I explained that well enough, and I am hoping there is an easy example to point to. I appreciate anyone's input! Thank you, Jeremy Morgan

Hi all, Does anyone out there know if it's possible to 'nest' Cube View Groups or Cube View Profiles?i.e. can I somehow create this type of a view?  We have SO many profiles and Cube View Groups and it's just getting more and more difficult for users to find what they need in OnePlace.  Was thinking it would be so great to be able to create a Profile and add Profiles to that Profile (same with Cube View Groups) but I don't seem to be able to do that at least on the frontend.  If not possible, does anyone agree that this should be something for IdeaStream?  I feel like we can't be the only client looking for ways to better organize our Cube View structures in OnePlace for our users Region Monthly Reports   Canada       PNL     Bal Sheet     CF   US       PNL     Bal Sheet     CF

Hello ,I am currently developing my Cash Flow Statement  and I want to add a condition for a loan account. If it has a positive balance in the Working Capital Requirement  variation flow, I want to map it under one CFS table. However, if it has a negative balance, I want to map it under a different CFS table. How can I implement this condition in my Cash Flow Statement? Thank you for your help .

I have a dashboard that I would like to automate the export of the formatted data explorer to Excel and keep the formatting.  The same functionality as is available in the export to Excel button on the data explorer component itself.  Am I missing an obvious function or does anyone have a way to replicate that functionality.Thanks,Scott  

Hi everyone,My client loads data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as adjustments to the previous data loaded on the cube.At each import step the data will be loaded in full and should overwrite the data loaded through previous import steps (and this is why we don't use forms but we use multiple import steps).For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on.I already set the "Load overlapped siblings" setting of the parent profile to false:The loading seemed to work fine, as each load process overwrote the previous one.But there is an exception that we don't understand how to fix.We set up a mapping rule for a specific source account is such a way that it can be mapped into one or another target account d

We would like to get the POV that a user set in a Dashboard (through Form Templates) and apply it to each other dashboards that they go into. We use to call this a "Sticky POV". Currently, dashboards will hold the POV from the last time a user was in each dashboard. We want to carry the most recent POV into all dashboards. Does anyone have examples or know how to set this up / use it / access it...? Thanks in advance.  

What would be the ideal integration method to fetch approx. 100000 records in a single import  between OS and SAP(ECC and S4 HANA)? Any steps required to achieve the same would be highly appreciated. 

Hi, I have a Book that is not creating any data in Excel, it is supposed to loop through all entities. I know that there is data in the system that should populate the Book because I can retrieve single entities as CubeViews into Excel direct with their correct data. I have created other Book loop definitions this morning for other CubeViews and they have generated correctly, I even tried copying and renaming the variable elements from the ones I have created ( that do work ) but it will not export to Excel anything other than a blank tab for this particular CubeView. What else could be causing it to fail ?  Our "Loop" settings for ALL books is identical. The "If Statement" tab only varies by the account name ( copied and pasted so not incorrectly entered ). The "Change Parameters" tab is identical for ALL books. Finally the "Excel Export Item" tab has the cubeview name as "Name" and is connected in the CubeViewName field, output name is identical in ALL books. I have more complex

Dear community, I'm currently stuck with a cube view. My cube view have Projects (UD1) is first element of the row, then Cost Center (UD4) is second element of the row. The requirement is to show "Tot_CC" (UD4 dimension) when we are NOT in base level of project, but show base members of cost centers when we are in base member of project. I am using a CustomMemberList which should look at |MFUD1|, however the business rule is not parsing it, as the ErrorLog show me that the formula is looking for |MFUD1| and not the element which was specified in the first level of the row (see below). IS there another way to define conditional list of elements based on the first level ? Regards,

We are attempting to upgrade the Financial Close Marketplace Solution from version PV640 SV100 to PV710 SV201. We are on platform version 7.2.4.  We have a group of SuperUsers (similar to an Admin role but with less access than an Admin) that should be able to access and execute batches for the Workflow Multi-Period Processing page. (screenshot attached). They can access the page, but the Execute Batch button is greyed not allowing them to execute any of the steps. They have this ability in the environments where the solution has not been upgraded yet.  I cannot find anywhere in the workflow profile or business rules where security is being referenced for this Execute Batch button.  Can anyone guide me in the right direction to allow them to have access to that button in the upgraded solution? 

Hi there - Im creating a Supply chain report and the first page (cubeview) is a very generic page but I wanted to add an image of some sorts. Any idea how to add an image in cubeviews? 

I am having XFGetCell formula cells in multiple workbooks (Sheets) within a Spreadsheet.Issue/Problem:When I tried to save a copy of this spreadsheet by selecting (OS Excel Add-in) OneStream/ Save Offline Copy, only the ACTIVE sheet saves an offline copy without the XFSetCell formula (as expected) but the other workbooks (sheets) still shows the XFSetCell formulas.I expected to see all the workbooks (sheets) to save without the XFSetCell formula (offline copy).Please can OneStream release an enhancement to save all the worksheets within a workbook to be saved as an Offline Copy i.e., without the XF() formula functions?

Hello!I have one of the users receiving the error "OneStream Excel AddIn Setup Wizard ended prematurely" while trying to install OneStream Excel Add-in. The user is an administrator on the laptop.Tried a few things like closing all Microsoft office applications, deleting the APPDATA folders, restarting the computer....nothing help!Anyone faced this issue or seen this error before? If so, what steps were taken to resolve it?Thanks,Hari

I trying to bind a combo box with bound list type parameter. The bound list parameter is using Command Type - Method and Method Type - Business Rule please see below screen shots. When I test the parameter it is showing results but combo box is not loading values on dashboard. Any help is appreciated. Sorry not able to attach images.

Hi All, We have alert configuration if a workflow step failed. Similarly, can we configure alert IF DM sequence failed? -Asish

Dear Community Members,I have a spreadsheet rule in my own workspace assembly.The workspace is set to 'shareable'.But the BR does not show up when i try to add in Table View DefinitionWhen i define a rule outside of my Workspace in the regular Business Rule section my spreadsheet rule shows up.Did I miss a setting somewhere to tell Spreadsheet to look into Workspaces?Thanks in advance    

Hi OneStream Community,  Does anyone know why an import would add two rows in the load step with an excel import? In the import processing log shows only 1 line read but it adds 2 rows. (edited) Thank you,Sharon

When attempting to upload a form input excel template with around 3,500 lines of data, the system throws the following error - "Unable to load file <filename>. The size necessary to buffer the XML content exceeded the buffer quota". However, when I reduce the number of lines, the file uploads successfully. Does anyone know if there is a row limit for form input Excel templates, or if there's a configuration change that can resolve this error?

Hi all,Hope you are doing well. Can someone help me with hint or approach to see account hierarchies side-by-side. Thanks 

Hi OneStream Community,During a UAT phase, one of our client’s users encountered an unusual error. When this user attempts to export either a CubeView or Dashboard using the "Export to Excel" button, a text file is generated instead of the expected Excel (.xlsx) file (see attached image). This text file is unusable.Interestingly, this issue only affects this particular user, while all other users are able to export successfully to .xlsx without any problems.As a temporary workaround, we’ve had the user export through the "Report" functionality, which provides the correct .xlsx output. However, this is not a sustainable long-term solution.Has anyone experienced a similar issue or know the root cause and how to resolve it?Thank you in advance for your support! 

I am trying to build a rule to copy data from one year/Forecast Scenario to another e.g Long term and have req to copy data to derived cell value but dont want data to be enable for input.Is there way to copy data? I tried DM job and Custom finance rule but it did not work.