OneStream Platform Forums

We are designing a planning solution where overlays will be used across accounts with very different levels of dimensionality.For example:Some accounts have minimal dimensionality (straightforward base members for input).Others require navigating through multiple UDs before reaching the base intersection.Ideally, I’d like users to be able to choose their drill-down path until they reach the correct base intersection for data entry.Has anyone implemented a design pattern or approach that balances these differences effectively?

We have a business rule that, after loading data, runs a Process Cube. When using this with the batch harvest API, it behaves pretty much as expected in that, after the process is complete, it returns a status and execution time and all that. However, I have grown to dislike the file clutter that results from years and years of harvest file processing and I'm updating the code to use the BRApi.DataQuality.Process functions. Both ExecuteProcessCube and StartProcessCube can be used for this with the main difference being the objects needed to kick them off and the object types they return: Start returns a TaskActivityItem and Execute returns ProcessCubeProcessInfo. Superficially, I could walk away from this effort right now and it would work but I've noticed one really annoying issue: neither returns a real status of the process itself. This appears to be because our Process also runs a Calc. Both Start and Process "succeed" nigh-instantly while the Calc continues to run for five more mi

Dear Community Members,Has anyone experienced information in the log being redacted. I found this in the latest documenation.However, i see no pattern of what is considered sensitive. I have a data table dump in the decimal positions are redacted.I am logging the keys and values of two dictionaries. in both dictionaries the value is an integer.  One value is shown while the other value in redacted. Both values come from a text member of a dimension member. In other cases i am logging the name of the business rule and the name of the function. Sometimes the RULENAME is redacted, sometimes it is not.  Which leads me to believe that the logic thinks that the name is sensitive?!  Is this sensitivity controllable maybe on the app settings on the server? Cause it seems overly sensitive or plainly wrong in determining what is sensitive and what is no.

We have several applications calling OneStream data adaptor via Rest API. Very frequently and randomly the connection fails with a 500 error. If we wait and retry the connection is successful. We have not been able to find the root cause.  We observed that when the Rest API has 2 entries in the Log Activity table in OneStream the connection is successful. The screen shot is from the Logon Activity table in OneStream. Every so often the connection fails with a HTTP 500 Error and we observed that only one the set is entered in the table. Have any of you encountered this type of issue.     

Hi Folks, We're just starting on a OneStream SaaS implementation to replace HFM. We're far from the stage of actively working on any data integrations yet but I'm already starting to think about how things will hang together and how data will potentially flow in the future state of things. Two of the downstream feeds that we currently receive in our HFM system are companies which are current users of OneStream SaaS. Just thinking at a very high level for now, does anyone know if there are any ways downstream systems could submit data to us without punching out to the internet e.g. using Azure Private Link service and staying within the Microsoft network (or some other networkey magic)? High level pretty picture :) Obviously we wouldn't be able to configure this ourselves as this is SaaS but I'm interested to hear if anyone else has any experience exploring this or anything similar with OneStream SaaS and if anything like this is even possible in the SaaS world. Regards Craig

We have several applications calling OneStream data adaptor via Rest API. Very frequently and randomly the connection fails with a 500 error. If we wait and retry the connection is successful. We have not been able to find the root cause.  We observed that when the Rest API has 2 entries in the Log Activity table in OneStream the connection is successful. The screen shot is from the Logon Activity table in OneStream. Every so often the connection fails with a HTTP 500 Error and we observed that only one the set is entered in the table. Have any of you encountered this type of issue. 

Hello, I wrote a simple formula for Wip Rev that checks the amount in Earned Revenue (that is calculated too) and calculates the difference between its current value(POV)  and prior year end value(POVPriorYearM12) - this part worked, but then I added a conditional statement saying that if Earned Revenue is zero then Wip Rev should be zero too else run the math (POV - POVPriorYearM12) and only first part works, but math doesn't.  I tried a similar statement for the dynamic calc and I was successful, but here no. Please let me know if you can look at the statement and suggests what is wrong... thank you  

Hi all,I have an Import, Validate, Load workflow that hasn't been used for a while. I'm trying to load in data and I'm getting invalid intersections at the validation stage with the following error message:"Data Cell is read-only because Parent Workflow Profile 'Workflow Name' has no active Input Profiles for the Workflow Channels that are assigned to the Data Cell's Account and/or UD member. Entity = Entity, Account=Volume, Origin=Import"Note I've use italics instead of using our entity names and workflow names.We didn't have this issue before so I'm not sure what has changed. The parent workflow profile stated in the validation message isn't actually the parent workflow profile so I'm totally confused. There is another post on this but I didn't understand the resolution. Could somebody please tell me what I would need to do to fix this? Thanks!

If I have a dashboard made up of several Embedded dashboards, all of which need to have access to a Supplied Parameter,do I need to include it as a component of the top dashboard only OR,do I have to include it for all embedded dashboards (that require the related parameter) also?Steve

We are in the design and build phases of OneStream and it is really important to me that we get the foundation right and use OneStream the way it was intended to be used.  What are the recommended design solutions in OneStream to enable users to quantify the FX translation impact separate from performance when comparing one period of time to another (e.g., YTD actuals versus budget or full year latest forecast versus full year budget).  Hi HFM we do this through recalculation scenarios.  For example, we have the following budget and forecast scenarios. 14 forecast scenarios - one for each month, one to recalculate the prior forecast at the most recent actual rates (used for comparisons against YTD and month actuals), one to recalculate prior forecast at the forecast rates (used for full year comparisons to prior forecast and full year budget).  The latter two get overwritten every month with the latest previous forecast data and new rates. 3 budget scenarios - one

I am trying to determine if we are using any REST APIs. We were instructed to run a logonandreturncookie via Postman.https://documentation.onestream.com/1384528/Content/PDFs/REST_API_Implementation_Guide.pdf I followed the instructions in page 26 and ran into this error message: Error: Invalid character in header content ["Authorization"] I entered "{{webapi_access_token}}", similar to the screenshot in page 27. I hovered over the token and saw a message stating it's not defined.   Where should I set up this variable or is there an issue with my params/body?  

Hi all,is there some documentation about BIViever's Calculated Fields ? I cannot find info/examples about:aggrfilterjoinRuleI need to compare values against the value of a specific row, but I'm not able to find a solution.Do someone faced the same challenge ? Do someone have more info about the above mentioned functions ? TIAregardsFabioG

In a calculation, I'm copying data from one scenario to another. I have no issues with the amounts in local currency, but with the USD currency I do, because it retains the same value as the scenario I'm copying to, instead of the value it should actually have. Dim TimeName As String = BRApi.Finance.Time.GetNameFromId(si, si.WorkflowClusterPk.TimeKey) Dim entity As String = api.Pov.Entity.Name Dim index As Integer = TimeName.indexOf("M") Dim monthNumber As String = TimeName.Substring(index + 1) '1 'api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,False,False,True) api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,True,True,True) 'BRapi.ErrorLog.LogMessage(si,"Time: " & api.Pov.Time.Name & " entity: " & entity & " currency:" & api.Pov.Cons.Name) 'If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then If api.Cons.IsLocalCurrencyForEntity() Then 'api.D

I am working on in  OneStream V9. I have a workspace cube view with a combo-box cell type. The cube view works fine in the application, but when I open the same cube view using the Excel add-in the combo-box drop down is not active. Any ideas on what I should check? Thanks. 

Could you please advise is it possible to generate and send direct link to certain cube view to recipient according to which he can open cube view (so that he doesn't have to search for a folder and cube view in this folder in OneStream)?

Dear community, One of my use case is to create a function that I would commonly use in any other workspace. I haven't seen a community message about it, and the documentations does not specify how to do so, so here's the use case : I have a Workspace A (name:  WorkspaceA), with an assembly named WA_Assembly, and in it are my services & functions that I want to reference and use. I have a Workspace B, where I need to call the functions from Workspace A. SOLUTION : Create a new dependency in Workspace B : Dependency Type : "Workspace Assembly" Shared Workspace Name : WorkspaceA Dependency Name : WA_Assembly Then, in a given Workspace B service, use Imports Workspace.WorkspaceA.WA_Assembly (vb.net) or using Workspace.WorkspaceA.WA_Assembly (C#) for referencing the Shared Public Functions. Then you will be able to use these functions in another workspace ! Just adding this message for future references :)  

hello we're implementing people planning. due to data privacy concerns, we wanted restrict admins accessing the workflow. is it possible to trigger email as soon as workflow is accessed? 

I have a cube view with 12 columns (one for each  month). It is used in a quarterly activity, and the columns need to reflect the appropriate forecast scenario depending on which workflow was opened. (e.g. in June 2026, the cube view would have the 6+6 Forecast for Jul thru Dec). I've created the below BR to determine each forecast should be used, but now I'm unsure what I need to enter into the cube view scenario member filter for the columns to use this BR: Public Function OCF_FcstScenarioSelect(ByVal si As SessionInfo, ByVal api As Object, ByVal args As FinanceRulesArgs) As Object    Try        ' Workflow POV time (from workflow context)        Dim wfTime As String = api.Workflow.Time.Name        Dim wfPos As Integer = wfTime.IndexOf("M"c)        Dim wfYear As Integer = CInt(wfTime.Substring(0, wfPos))        Dim wfMonth As Integer = CInt(wfTime.Substring(wfPos + 1)) &

Hi,not sure if anyone came across with this one but thought it was interesting to shareIf you have a file which has in the same line amount and annotation you can set View to YTD (or periodic), then in the text value complex expression use this api prop:api.Parser.TextValueRowViewMember = "Annotation"That will make the parser to automatically generate the line(s) with the annotation if text value have a value.HTH

Hello, It looks like the data management step service in assemblies is currently not documented in the online Help. Does anyone have experience, snippets to share in order to leverage this service? How is it triggered? What can we do with it ? Regards,  

In the metadata XML file, if there are multiple values by scenario type, it splits into two rows and there is no easy way to generate two rows from the XF Dimension template.Is there any way to update member properties varying by scenario type via the upload template? I have to manually update, copy, and paste hundreds of times in order to have that property updated for the accounts.Using the standard metadata builder template, the other properties are getting overridden.

Hi all,Does anyone know the physical storage location for journal attachments in OneStream? I found a table (table name: Attachements) with file names and related text but couldn’t locate the actual folder or path where I can extract it using a BR.Thanks in advance!

Hello, In my BR, I need to incorporate logic that executes code based off the status of a separate WF Channel.E.g. I have 2 workflow channels and the first contains Workspace-->Import-->Validate--LoadThe second is simply Workspace. This second workspace has a button that kicks off a DM job that executes a BR.In the BR, the code needs to read the status of the first channel, and if it is not completed through process, execute specific code.Any ideas?

Hi Everyone, I was recently working within a Demo Environment where I suddenly started getting error message when trying to access the import step in the Load and Transform (Import) step in the Import Workflow.  The Error above pops up every time anyone tries to access the Load and Transform (Import) step. Have anyone seen this issue before and knows how to fix it? NOTE: This issue is the same across all applications in this environment.  Thanks, Hamza 

Hello, is there a BR function where I can get a Workflow Status (example "Pre-Process Completed, Locked")? When I am using brapi.Workflow.Status.GetWorkflowStatus I only get UniqueId and Name. I want to use the status in a Cube View to display for users. Thank you!