OneStream Platform Forums

Hi Community,I’m working on an Account Reconciliation solution where I need to ensure posted journal entries balances are also included in the Account Reconciliation discovery process. Currently, by design the Discovery process only pulls trial balance information already imported and validated in the Stage. Therefore, I wanted to check if there’s a recommended, or best practice approach, to accomplish this requirement.Any guidance or examples would be greatly appreciated, thanks in advance for your help!

Hi folks: I am searching for suggestions to improve reporting performance in dashboards. We have a couple of simple, executive dashboards that consist of 5-10 tabs of cube views. These work great for managing a common set of reports for end users.  Parameters are managed within the dashboard and persist when switching cube views (tabs); all that works great. However, users complain that it is slow to switch between cube views (tabs).  It appears that each cube view is re-run when switching tabs rather than simply displaying the data that was previously refreshed.  While most reports take <2 seconds to run, a few can take in the 8-15 second range which is deemed unacceptable. Are there any methods (formal or hacked together) for caching cube view results so that switching tabs simply displays already refreshed data rather than re-running the cube view? Thanks,   -db

Hello,  I wanted to post this here since this came up at the Wave Conference in Vegas last week. Below is a snippet you can leverage to pull data from another application via a UD8 dynamic calc. This approach uses the CreateSessionInfoForAnotherApp BRApi to create a session in another application with the current user's credentials which ultimately enables you to execute any BRApi function (such as the GetDataCellUsingMemberScript BRApi) against another application in the same environment. This technique can be especially useful when looking to report on data that lives in two applications (in the same environment) in cube views and quick views.           'define the other application name you wish to connect to - this must be an app that lives within the same environment 'the user must also have access to the application to authenticate to it Dim otherAppName As String = "SomeOtherApp" 'create the session info to the other app and store it globally in mem

Hi All, I am trying to automate addition of FX Rate Types on a button click with some logic.  Inserting values into FxRateType and AuditFxRateType using the below code snippet ------------------------------------ Public Sub AddCurrentFXRate(ByVal si As SessionInfo, ByVal api As Object, ByVal sCurrentOpsName As String, ByVal dt As DataTable)Dim dbConnApp As DBConnInfo = BRAPi.Database.CreateApplicationDbConnInfo(si)TryDim sSQL As New Text.StringBuilderDim sFXRateTypeGuid As String = Guid.NewGuid.ToStringsSQL.AppendLine("INSERT INTO FxRateType(UniqueID, Name, Description,AccessGroupUniqueID, MaintenanceGroupUniqueID, XmlData)VALUES ('" & sFXRateTypeGuid & "', '" & sCurrentOpsName & "', '" & sCurrentOpsName & "','" & dt.Rows(0)("AccessGroupUniqueID").ToString & "', '" & dt.Rows(0)("MaintenanceGroupUniqueID").ToString & "', ' ')")sSQL.AppendLine("INSERT INTO AuditFxRateType(AuditGuid, AuditSeqId, AuditUser,AuditTime, AuditInsUpdateDel,

Can someone provide any  documentation and use case for different Source Type in dimension properties section?    

Hello,I would like to align vertically and horizontally the text on my column header (in Cube Views and Reports).It seems there is no option to do that in the format parameters (only in Excel).I have tried to use an inline Formula, at least for the Report format, but it is not working. I keep having errors messages.Do you know a solution to get a more consistent presentation ?Thank you in advance,Morgane

I am trying to return a SQL query in a Data table inside the business rule. But I am Getting the issue: Failed to enable constraints. One or more rows contain values violating non-null, unique, or foreign-key constraints. I tried to remove the constraint. Maybe I am doing it incorrectly or it is not possible.     Dim sql As New Text.StringBuilder sql.AppendLine("Select COALESCE(S.RegisterID,O.RegisterID, W.RegisterID) RegisterID, ") sql.AppendLine("COALESCE(S.RegisterIDInstance,O.RegisterIDInstance,W.RegisterIDInstance) RegisterIDInstance, ") sql.AppendLine("COALESCE(S.WFProfileName,O.WFProfileName,W.WFProfileName) WFProfileName, ") sql.AppendLine("COALESCE(S.WFScenarioName,O.WFScenarioName,W.WFScenarioName) WFScenarioName, ") '''''''''QUERY Continues as below SQL CODE. Using dbConnApp As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) Dim ds As New DataSet ds.Tables.Clear() ds.EnforceConstraints = False Dim dt As DataTable = ds.Tables.Add() ' error c

Hi Team, Is there any way to extract the SQL Table Editor to an Excel File?  Currently I have a SQL table editor with multiple pages and the default extract method by right clicking on the column/rows is just extracting one page. Is there a way to extract the full table into an excel file? Thanks.

Hi All,   I encounter this issue while opening a cube view from a form template in the Workflow. The same cube view opens without any issues directly but if you try opening the same via the workflow, it gives this error  "Cube Views used for Forms cannot use parameters when referencing other cube views for Shared rows or columns. Unable to resolve substitution variable <paramtere_name>"   .Some detail worth mentioning here is that we are using paramters for formatting and in one of those formatting parameters we are using another parameter.   Has anyone encountered something like this and how did you overcome it.   Thanks for your help 🙂   KR Arpit

I'm getting the below error message regarding location when trying to save a file with multiple XFGetCell formulas offline.  I've updated my preferences that an earlier question showed as a solution and refreshed the workbook (again) before attempting to save...but am unable to save the file without the formulas.  I've tried directly to my desktop, various folders, where downloads go.... I can't find an acceptable location.  Any help would be appreciated.    

Hi Is there any way to access system tables from third party tools like ex:Sailpoint etc to add/remove users or groups. Thank you in Advance, much appreciated. Thanks Satish P

I was running into issues clearing durable data prior to Clearing it so I calculated the data prior to the Clear statement so the data was "calculated", then ran the ClearCalculatedData stmt.  It works fine for me, but I have admin access and it works fine for a select few users.  But for the majority of users they receive the error "Error processing script: 'A#All = 0 * A#All".  I can not easily test in Prod as my hands are tied as far as making security changes.  In prod I have other users with the same set of security groups (just pointing to other entity WFs) and they do not receive the error.  In our Dev environment I can set up a native user with the exact same security groups as a prod user that fails and I do not receive an error.  As for it being an issue with data, I have an entity where 1 user can run it and another can not.  And they have the same set of security groups. Does anyone have any thoughts on what is going on?I also th

So we have a UD2 mapping set up in the List section. What I want is to be able to set up a Complex Expression in the UD2 Composite section so that for certain accounts it does nothing and so moves on to the List section, but for everything else we have a hard coded UD2 (e.g. None). I have no problem with setting the criteria in the Complex Expression, but I don't know if it is even possible to write some code that forces it to skip on out and look at the List mappings? I realise this is maybe a bit back to front compared to how the Composite mappings work, but we have a very tight list of accounts where we need to do the List UD2 mapping,  and everything else (which can be any other account) should just go to None.

  •You can set a text color on the Cubeview (i.e black) so all values show in a single colour, which would override the default grey/black. •You can also use a UD8 dynamic rule to hide derived values in future periods, if necessary.

Hi everyone,  Is there a possibility restrict the user only view the comment in specific CV and specific column cell.

I have a cube view with a parameter on UD5 |!param5!| that I would like to put in a tabbed dashboard that has one tab for specific members in UD5. I though the way to do this would be to use the literal parameter values in the Dashboard Properties. I have tried entering the following:param5=member1and done this for 4 dashboards. The problem is, ALL the dashboards have the value of member4 since this was the last dashboard in the list to be rendered. If I swapped the order (1,2,4,3) then all dashboards have member3 as the filter. I have tried setting the parameter up as a literal and input parameter and it behaves the same way.Is there something wrong with the syntax? TIA,James  

Hi, I am trying to create a OneStream Book that contains data in Excel format instead of PDF from a dashboard component. Currently, the book uses a dashboard report component to generate a .xfDoc.pdfBook containing the data, which Parcel Service then attaches to a list of emails and dispatches in a zipped folder. I attempted to create a book that retrieves the data from the same dashboard component but in .xfDoc.xlBook format. However, every time I run the Parcel Service to dispatch the file in Excel format, the Excel file is blank. Could you please advise if there is a way to obtain the same data in the Excel attachment as we have in the PDF attachment? Thank you

Is there a maximum number of source id values that can be loaded to one workflow? Is there a maximum number of source id values that can be loaded for an entire application?

Hello OneStream Community, A few days ago a colleague of mine wanted to know the meaning of the various PropertyId constants present in one of the Application Database Audit Tables.I was unable to find any OneStream specific documentation on this PropertyId code and its meaning, so I created a business rule to complete the puzzle and get what we needed for the metadata audit at a very granular level.  For any one else experiencing an issue similar like this here is a table of the Member property Id's and their meaning.Dimension | PropertyID | PropertyDescription Entity PropertyID | 100 | Currency Scenario PropertyID | 100 | ScenarioType Account PropertyID | 100 | AccountType Entity PropertyID | 150 | IsConsolidated Entity PropertyID | 200 | IsIC Scenario PropertyID | 200 | InputFrequency Account PropertyID | 200 | FormulaType Flow PropertyID | 200 | FormulaType UDx PropertyID | 200 | FormulaType Scenario PropertyID | 300 | DefaultView Account PropertyID | 300 | AllowInput Flo

Hi allWe have come across an issue where the default load Method for workflow does not change from "replace" to "replace  all time". Anyone has experienced the same issue?Thank you for your feedbackNouria

Hello everyone! Quick question. Does anybody know how to change the Load Method for a ProcessDataTable through the connector code? We have a dashboard where the user wants to choose the Load Method with a radio button. We are able to pass that parameter to the code and change the api.LoadMethod property to Append but the load still executes as Replace.The above works if we change the load method directly in the WF, but not from the code

Hi, A dynamically calculated KPI returns "Nothing" for future months in the Actuals and therefore I expected the line in the advanced chart to stop at the current month. However, it's not doing that, instead it is dropping to zero, creating a rather undesirable effect. I can't imagine that this is the default behavior of OneStream. Am I doing something wrong? Did I overlook a setting or is there another way to prevent the drop to zero for non-existing data?

Hi all,  How do other customers go about archiving applications?  We've been live since 2017 and every year after filing our SEC reporting, we copy the production application and rename it with the year that's being archived. This is helpful as in the past we've move products in segments as well as various other master data changes affecting reporting.  The issue is that now we're nearing our storage capacity as the size of our application has grown over the years as we add in more data and features (35GB for the 2018 archive while our current 2021 production app is at 155 GB) and clearly this problem will continue every year.  Any suggestions on a more efficient and cost-effective strategy?  Thanks!  

Hi all, How to download the table contents from the System --> database --> Tables or Views, when I tried to download, it is allowing to download the 50 rows only - I'm not sure where is a restriction like this and how would I avoid these issues? Thanks  

Am i just missing something or is there not a simple way to produce a total row in a cube view? I have one row that pulls a list of accounts based on a combo box selection. When I try to use GetDataCell(CVR(Row1) it only brings me the total for the first line in that 'row'. I feel like there should be an out of the box option to grab the total of row 1 that may have multiple accounts.