OneStream Platform Forums

I installed the wrong Excel add-in on my new computer (7.0.1 when our tenant is only compatible with 6.6.0 or lower). Now, when I open Excel and try to logon, I get the below error message. I have figured out that if I manually disable the OneStreamExcelAddin.XFFunctions and completely close out of Excel then, when I restart it, I'm able to logon. The annoying part is, if I forget to disable it and close out of Excel, the next time I use Excel I have to go through that whole process of saving and closing all my workbooks, disabling the add-in, restarting Excel, just to use the add-in. I'm thinking there must be something leftover from the previous install that is causing this and I've tried to completely wipe everything from the initial install before installing the correct version but to no avail. Has anyone else experienced this and know what steps I can take to remediate? (I should also note that I made the same mistake on my old computer and had the same issue, so this does not jus

Hi Everyone.I want to delete the existing data using a BR before loading the new values through Export to Cube. I tried this approach, but the newly loaded data gets deleted.I also modified my DataQualityEventHandler BR to run before the event, but the newly loaded data still gets deleted.Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataQualityEventHandlerArgs) As Object Try 'Define a switch to control event processing, since many of these are reference examples we do not want them to run all the time Dim processEvents As Boolean = True 'Set the default return values Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False 'Evaluate the operation type in order to determine which subroutine to process Select Case args.OperationName Case Is = BREventOperationType.DataQuality.ProcessCube.NoCalculate 'Execute a Data Management job aft

Hi OneStream We are aiming to assign responsibility for salary updates at the cost center level. To support this, we have built a base workflow with a separate step for each cost center, this step will have a workspace (contains workforce planning), import to load processes, enabling users to work on and sign off on one cost center at a time. This works well when a user has access to only a single cost center.  When the finance user ( who has access to all cost centers accesses one of the cost center workflows, the data for All cost centers is brought in and attempted to be processed within that cost center workflow.  The filtering for the register and processing of data is not controlled by the workflow, but by the user only. This means it is not possible to update and process one cost center at a time if the user has access to more than one cost center, as it is centralized. In the new workforce planning solution most logic is encrypted, so we cannot go and review the code for proces

We have our UD1 parents tagged with one base UD1 in Text8. For each UD1 parent in a cube view row, we need to have a column which has the base UD1 at POV to allow user inputs. Tried XFBR, UD8, Get Data Cell and Member List function.  The tricky part is the |MFUD1| can never reach any external functions, and UD8 can not post it back to the intersection in overrides.Thanks in advance!

Curious how in general people are handling ASC220 - Disaggregation of the Income Statement.  Alternate hierarchies or filtering on an Account Text1-4 field is my two options I think.  Or is it something you’ll do semi offline pulling OneStream data into a report or Excel?  I’m sure it depends in some cases how your hierarchies and data is, but I just wanted to see if there was something people are doing that I haven’t considered.

Hello, I have multiple excel files using XFGetCell to pull data from OS.  What I would like to do is, (1) create a report book that includes the XFGetCell formulas to refresh data when the report is ran, (2) Set up a DM/Parcel Service to automate sending the file to both OS and non-OS users.  Is there a way to do this?  I do not want to re-create these files as cube views because they are customized for our reporting requirements and have some intricate calculations.Thanks,Tyesha

OS Community,I’ve tried unsuccessfully to find the answer elsewhere.  Please help me understand this if you’re able.Scenario:  In one of our applications, I know that only business rule A and business rule B have been edited today.  One by User A and one by User B.  In the Application Reports dashboard, when I run the updated business rules audit report for today’s date (with all other filters left to default values), only the two expected rules are reported.  However, in the report rule A has a checkmark in the column titled “Business Rule Updated”, while rule B does not.  I happen to know that rule A with a checkmark was edited, saved, and compiled, but I know nothing about the change made to rule B other than “something” was updated.Question:  Precisely what is indicated by the presence (or lack of) a checkmark in the “Business Rule Updated” column of the updated business rules audit report?  Is it perhaps related to the act of saving and/or compiling the rule which has been updated

We have noticed that our application space is increasing significantly month over month. After analyzing the issue, we determined that the primary driver is the upload of supporting documentation within the Account Reconciliation module.It is currently difficult to identify which files are consuming the most storage and the specific accounts to which they are attached. Having greater visibility into file sizes and associated accounts would help us better manage the volume of supporting documents being loaded into the system.Additionally, could you advise on the recommended file types for attachments that provide good document quality while minimizing storage consumption? Understanding which file formats typically have the smallest file sizes would help us establish guidelines and optimize storage utilization within the application.

Hi Team,We're seeing user-entered annotations cleared during the workflow load process, while the associated data is preserved.SetupOur import process loads data and annotations for one set of accounts/sub-accounts. A separate set of accounts/sub-accounts is entered manually by users through Forms, CubeViews, or QuickViews. We have confirmed that the annotations from the import and the annotations entered by users are stored under the same Origin member (O#Import). They differ only by UD1 (SSSS1 vs. SSSS2).Sample intersectionsImport-loaded annotation:E#EEEE:S#FW:T#2027M12:C#Local:V#Annotation:A#AAAAA:F#PL_Load:I#0000:O#Import:U1#SSSS1:U2#DDD:U3#LID_001:U4#Form_Input:U5#None:U6#None:U7#None:U8#NoneUser-entered annotation (Forms):E#EEEE:S#FW:T#2027M12:C#Local:V#Annotation:A#AAAAA:F#PL_Load:I#0000:O#Import:U1#SSSS2:U2#DDD:U3#LID_001:U4#Form_Input:U5#None:U6#None:U7#None:U8#NoneTimelineSep 28: Ran Import, Validate, and Load. Data and annotations exist for SSSS1. Sep 29: A user entered data

Has anyone used a business rule to create either a sound notification or email notification for tasks you’re waiting to finish running in task activity? When force consolidating, I often find myself working in other applications and constantly having to go back to OS to see if the consolidation has finished running. It would be nice to be able to set a sound notification once its complete or receive a quick email saying your task has completed.

Hi everyone,I'd like to set up a specific account as read-only for all users, except for one group that should keep write access. I haven't done this before, but I'm thinking Data Cell Access Security might be the way to go.Has anyone got a simple example of something similar set up in Data Cell Access Security? Also, open to suggestions if you think there's a better approach!

Hello All,I found two very instructive discussion on the forum:Extender: Export Metadata via Extender - OneStream Community (onestreamsoftware.com)Solved: Automatic back up of security - OneStream Community (onestreamsoftware.com)But still, if I export all dimensions in one file, the file is very heavy and hard to use. Can anyone tell me how can I make it with business rule?KeithBerry kudos for great solution you provided in another topicKind regardsJarek

I am in the process of implementing ARM as a replacement for a 3rd party account reconciliation tool.  We currently complete account recs at a company code level (ie: U.S. & Mexico); however, the current configuration in ARM defaults to the base entity level.Company Code: “1000 - US”  »  Base Entities: “100, 110, 120, 130, etc” (There are aprox 30 entities that make up our US company code.Company Code: “2000 - Mexico” » Base Entities: “200, 210, 220, 230, etc” (There are apox 10 entities that make up our MEX company code.For any given GL account (ie. Other Current Assets) there are values loaded to multiple base entities.  Is it possible to complete the account rec at the summary US and Mexico levels rather than needing to reconcile many individual base entity balances? 

The client requirement is to update the workflow profile description using a rule by getting the workflow profile Name. Check whether that name exists in the entity structure; if it does, take the entity description and update the workflow profile description so that they match. I do not seem to find a Workflow Description column in the database. Any ideas on how to solve this?

I have a column in my cube view with cell values retrieved using a custom (GetDataCell(BR#[...])) call. The value is returned just fine, but the cells in that column are losing formatting that should come from the row format.If I use an XFBR dashboard data string function to return the GetDataCell call as text, it also works and the formatting is retained.If anybody has a suggestion as to why using the Finance rule to return a single value is replacing the formatting, that would be appreciated as that is my preferred approach.Thanks!

Hello OneStream Community,The REST API documentation indicates that the DataManagement endpoint supports both synchronous and asynchronous execution.How do we choose between synchronous and asynchronous execution when calling the DataManagement API? Is this determined by the endpoint, a request parameter, or another mechanism?Thanks in advance for your help.

Hi All, We have a requirement to get journal report for all entities irrespective of which workflow was used to post the journals Example - There are different BU related workflow ( example BU M workflow )which has individual BU related entities assigned and there is another work flow - Central Group Adjustments which does not have any entity assignment. Users from BU M workflows would like to see all the journals posted via Central Group Adjustments which are related to BU M entities. We have different securities for each BU workflows and Central Group Adjustments as well. Basically all BU users should not have access to Central Group Adjustments workflow , but they would like see / view all the journal posted for respective workflow assigned entities.  We can always have an option to give read only access to Central Group Adjustments , but just wanted to check if there is any report which shows all the journals posted from another workflows as well ( assuming

I am trying to build a demo of Narrative Reporting/Extensible Documents and am having issues with the PowerPoint document.  I was able to add a cube view to a Word document and got it to render properly.  However, when I tried to do a similar test with the same cube view to PowerPoint, I get this error when trying to check the PowerPoint file back in:  It looks as though it wants a “document” and not a “presentation” so I feel like I’m missing something.  Thoughts?  Thanks!!

Hi everyone!I am working with a Pivot Grid dashboard item in the BI Viewer. I am investigating about the possibility of formatting the Excel export of this component. Currently, the exported file does not retain the formatting applied within the BI Viewer, resulting in a very non-user-friendly layout, with fixed column widths. Are there any options available?Any insights will be highly appreciated! :) Thank you!Have a nice day,Andra

We started using the Auto Prepare and Auto approve reconciliation rule.  We now feel some things are getting overlooked and going forward want to change it to only auto prepare.  But when I try and change it I get this error message.  “The following AutoRec Rules have already been used to Prepare/Approve reconciliations and cannot be modified or deleted: (Zero Balance - Zero Activity)”  How can I change this?

Hi All,I am encountering an issue while trying to inject the Cube View Advanced or any Content Block into a Genesis / Planning Personas page.The error received is:Error executing Workspace Assembly Service class 'Workspace.Gen.Gen.WSAssemblyFactory'.Block 'Cube View Advanced (Min Genesis v2.0.0)' is not available and cannot be injected.Our current environment is:OneStream Platform: 9.2.1.18605 Genesis Version: PV9.0.0-SV2.1.0 Genesis Library Service: Enabled Cube View Advanced requirement: Minimum Genesis v2.0.0Based on the version requirements, Genesis 2.1 should meet the minimum requirement for Cube View Advanced.I have also verified that the Genesis Library Service is enabled. The block appears to be available through the Content Library/Exchange Store, but Genesis prevents it from being injected and reports it as not available.I’m trying to understand why the Cube View Advanced block is showing as unavailable even though our Genesis version meets the minimum requirement.Has anyone

How do I get a text attribute from the import profile vs getting a text attribute from the parent of that import?

I have the request to automate FX rates upload. Rates are stored in DWH (Data warehouse) and that would be easy if I could simply connect there. Unfortunately DWH team doesn't allow it, instead of it they can push their FX rates into my database. Any idea how can I get them such access? Thanks!

Hi All,Have anyone of you explored the use of AI tools like Claude to speed up OneStream build? If so, can you share the experience?In one of my recent project, I had to reverse engineer 100s of Business Rules for documentation purpose.  By using CoPilot and Github, I was able to reverse engineer BRs in documentation format in few hours which would have been very painful otherwise and would have taken weeks to do so.Would love to hear how the ongoing excitement (or hype) around AI-led accelerated development can potentially help with OneStream build.Thanks.

Hi, I’m trying to run a derivative rule source - final at time dimension so that I can copy the loaded amount across 12 month.In the source I have a Period column with the year. My idea is to bypass the year in one to one mapping and create 12 months using the derivative rule. Something like this  The issue I’m facing is that the derivative is duplicating the rows but not changing the time, however I test for other dimensions and it’s working.Has the time dimension any restriction on derivative rules? Thanks