OneStream Platform Forums

I thought others might find this helpful.  I'd had issues getting the Excel Addin to users when we upgrade, so I created a SharePoint site with the instructions and .msi file that they can download.  Hope this helps!  

  

Hi, I have a member that I want to reference and pull in the tree underneath it but eliminate a few of the base memeber as options for my users to click on them.  I'm trying to use the 'Remove' member expansion but its not working.  Is there something I'm missing?  

Is there a way to set up a single matrix data source for a file with accounts in rows and entities in columns where the entities could change, as well as the number of entities?  Can you set up matrix for max number of entities and read entity from specific row?

Hi, I'm seeing this error for a user that has been setup in OneStream. We've attempted to exit out of the application and run it, but the same error message persist. So far no one else is experiencing a similar issue. Has anyone experience this issue? Would it be simply a configuration issue? Thanks  

Hello,I have a button which is fed from a List Box seen belowUpon clicking this button, I would like Users to navigate to another Dashboard where the label component and cube view open with this button selection.Are supplied parameters the way to accomplish this? If so, what are the correct configurations to achieve this.Thanks for your help! 

Hello Any possibility to change the scales in Excel directly as we can do with cubeviews ? Thanks

Dear all, Could you please advise why user doesn't see Guided reporting section in Dashboards (OnePlace). As administrator I see Guided reporting and user has been included in security group that can view reporting group and reports inside of this group in Guided reporting section.  

Hello all, I joined a company where they have implemented OneStream solution. I have access to the platform, and still exploring the way it was implemented. I am currently working on integrating OneStream with an external platform and need to export audit logs using the product's API. While setting up the request in Postman, i've encountered difficulty identifying the correct values for the following parameters: ApplicationNameAdapterName Despite reviewing the available documentation, these tags remain unclear. Has anyone successfully queried audit logs via the OneStream API and can share insights on where these parameters are defined or how to retrieve them? Any guidance or examples would be greatly appreciated. Thank you in advance!    

Hello everyone, I hope you are doing well!I’m having an issue with an Excel extraction of my data rows through drilldown. I have a French profile and my Excel is set to French, so when I have separators with spaces, it extracts the amounts in a strange format.Have you encountered this problem before?Thank you very much!

Hi, After we recently upgraded to V8.5 , it seems the slice security has stopped working. Can anyone suggest what would have gone wrong? Cube Data Access Security for Entity is True The parameters are set as  User is in group and Data cell in the Filter -> Apply access and stop (Read Only) User is in group and Data cell is not in the Filter -> Apply access and continue (No access) User is NOT in group and Data cell is not in the Filter -> Apply access and continue (No access) In the Account filter , am passing 1 account say Sales but when am checking the access , user is able to access all the accounts. There is no other security available in this particular base cube other than this    

Hello, I previously created a UD8 member to find a max value out of a string group of data for specific accounts. It was working fine last year and when I was looking at it for our tax team, it just shows blank as the value. Can someone help me out and see if I'm missing something. We did upgrade to version 8.4 from 7.4 last year and I don't know if that caused something to not work. Here is the UD8 codes I made. First is for the max value Dim dAmount_1 As Decimal = api.Data.GetDataCell("T#Pov:U8#CFC_IC").CellAmount Dim dAmount_2 As Decimal = api.Data.GetDataCell("T#PovPrior1:U8#CFC_IC").CellAmount Dim dAmount_3 As Decimal = api.Data.GetDataCell("T#PovPrior2:U8#CFC_IC").CellAmount Dim dAmount_4 As Decimal = api.Data.GetDataCell("T#PovPrior3:U8#CFC_IC").CellAmount Dim dAmount_5 As Decimal = api.Data.GetDataCell("T#PovPrior4:U8#CFC_IC").CellAmount Dim dAmount_6 As Decimal = api.Data.GetDataCell("T#PovPrior5:U8#CFC_IC").CellAmount Dim dAmount_7 As Decimal = api.Data.GetDataCell("T#PovPrio

Certain users aren't able to refresh sheet containing XFGETCELL. Only shows #REFRESH. In OneStream task activity, it shows that the task has failed with an error message "Summary: Error processing dimension. The item was not found. Dim, OneStream.Shared.Common.DimPk, 0, -1." This should not be related to access since I was able to refresh sheet using another profile with the same roles. 

Has anybody seen this error?  If so, how did you fix it? I can run the SQL query in question from a Data Adapter just fine, but when trying to run it from a BR I get the above error.  At this point all parameters are hard coded in the query (entity, dates, scenario) as I'm just trying to make sure it runs. This is running against the QAD gl product, which uses the Progress database. 

Hi,in a connector business rule, when a dimension has a business rule logical operator, is there a better way to build the SQL drill back query than reverse engineer what the business rule is doing?In the example below the business rule brings "Zero" to the stage when the source UD1 is null. The code in the drill back is reversing that to get the right source data:'UD1 If sourceValues.Item(StageTableFields.StageSourceData.DimUD1).ToString.XFEqualsIgnoreCase("Zero") Then whereClause.Append("And (Department IS NULL Or Department = '') ") Else whereClause.Append("And (Department = '" & SqlStringHelper.EscapeSqlString(sourceValues.Item(StageTableFields.StageSourceData.DimUD1).ToString) & "') ") End IfHowever, this is a simple business rule. I am wondering if there is a way of getting the source data before it is passed through the logical operator business rule, to reduce code complexity in the drill back. Thank you

Hi everyone, I’m interested in learning how other organizations are leveraging OneStream to track inflation and other account-related metrics. Currently, our approach involves using the Account dimension to explicitly separate inflation impacts for specific expense categories. For example: FOOD_BEV – Food & Beverage Expense INFL_FOOD_BEV – Inflation related to Food & Beverage Expense These inflation rates are externally calculated and loaded via XFD uploads. To support different reporting views, we load the data into three separate accounts: _PER – Monthly _QTR – Quarterly _ANN – Annual We also use a view dynamic account without a suffix, which adjusts based on the selected view. Exploring Alternative Approaches I’m considering whether using a User Defined (UD) dimension might offer more flexibility. For instance: Keep the account as FOOD_BEV Use the UD to switch between metrics like: "Dollars" (actuals/estimate) "Inflation" (loaded via XFD) "Per Guest" (dynamically calcu

Hi All,This is probably an easy one, but I am stuck.I have a Dashboard dataset rule that used FDX to run a query.  It takes two input values. I have a data adapter that calls that BR and I can hardcode parameters in there to pass to the BR.  Now I am trying to call that Data Adapter using the REST API.  I am trying to pass parameters using CustomSubstVarsAsCommaSeparatedPairs.   How should I have the Data Adapter set up to accept these parameters.  For reference the hardcoded query looks like this:{_GetData}{GetDataSet}{ScenarioName=Actual, TimeName = 2024M3}What do I need to change "Actual" and "2024M3" to in order for it to use the values from the REST API call?Thanks,Scott

Hi everyone,  I’m trying to connect to the OneStream internal database so I can access the application data using DBeaver as my database manager. Has anyone successfully done this before? If so, could you share the steps or any tips to get it working?Thanks in advance for your help!

When I pull a flat file from an SFTP server, I have been parsing that file in VB .net into a Data Table and loading it that way.  Is this the best way to do this, or is there a way to make the Import read the file from the filesystem once it has been downloaded?  I feel like parsing a csv file using Split() is risky.Thanks,Scott

I´ve setup a process, confirm and certify workflow steps on the Base input workflow profile and I would like to setup automated run of this and email notifications for the confirmation results. Does anyone have an example of business rule for this? I expect it is different then the general one used for automating imports. 

HiI'm trying to find out the correct way to reference a function in another Workspace assemblies file.For example say i have:1) XFBR business rule assembly file (ParamHelper.Vb)2) Dashboard Extender business rule assembly file (SolutionHelper.Vb)I want to call a function that is in SolutionHelper.vb  from my code that sits in ParamHelper.vbIn standard business rules this was easily achieved using Referenced Assemblies in the business rule property and then adding something along the lines of this below: Dim _MYHelper As New OneStream.BusinessRule.DashboardExtender.HPB_SolutionHelper.MainClassJust not sure how the same is achieved using assemblies Thank you

Hi,It doesn't look like the cube view ":name" override using substitution variables respects the user's culture setting.  The substitution variable goes instead to the default description.My example, I have account descriptions in German and English.  My user ID is culture English.  My cube view render the proper description when I don't use the override ":name()".  I use the override, :name(|MFaccountDesc| growth %), and get this,I would expect the substitution variables to respect the user's culture.

Hi Team, Based on Business requirement we have created Stored Calc for Account(A#KPI_GSS_OP_IN_AFT_TAX_ROIC_WIP). But while running the Force Consolidation Step at Parent entity level getting the below error. and consolidation working fine at entity base level and data is sending from source to Destination. Can you please help us on the below issue.  

Hello, We want to review both our Management and Stat reporting on a monthly basis. The 2 approaches we are considering using are: employ an Audit / Nature UD to build the separate views by adjustments layered over the local GAAP import.                      or use a separate Scenario for each view with the Local GAAP data being fed into each scenario. One of the main differences between the two views would be pre-acquisition TBs for newly acquired companies being included in the management view for comparative purposes. Would be Interested to hear anyone's feedback or suggestions - thanks!  

I am trying to extract cube data using FdxExecuteDataUnit however, the filter does not seem to be filtering any data. Any ideas what the issue could be? I am seeing multiple flow members in the data table. Is there also a way to do all base members for a dimension? Dim dt As DataTable Dim cbName As String = "FinConsol" Dim ent As String = "E#124" Dim cons As String = "C#Local" Dim scen As String = "S#Actual" Dim time As String = "T#2025M1" Dim view As String = "V#YTD" Dim filter As String = "Origin='Import' AND Flow='EndBalInp' AND Account = 'NetInc' AND UD7 = 'GL_Load'" dt = BRApi.Import.Data.FdxExecuteDataUnit(si, cbName, ent, cons, ScenarioTypeId.Actual, scen, time, view, True, filter, 1, False)