OneStream Platform Forums

Hello All,  Is there a way to automate Security Audit Reports?  I'm currently running ad hoc user reports for Audit and would like them to run on a schedule.  Thanks!  Cheryl Patterson  

Hello, I have created a button that opens a Book from File Explorer. This particular book requires prompts to run correctly, but when running the Book from the button, it skips the prompt dialog and runs with errors. Is there a way to have the button ask for the prompts before running the book? Thanks!

Hi, is there a means of creating an administrator group but limiting access to certain dimensions, i.e. the group can see and perform all the same functions as administrators but just cannot see a specific dimension (such as a specific account)?

Has anyone had any issues Windows 11 and QuickViews? We have one individual only that cannot seem to run QVs, or if he can, it takes several minutes to do so. Any ideas what it could be that is causing this? We are on an old version of OS. We changed some preferences in the QV and that helped. We have had IT look at his setup and they found nothing out of the ordinary. We are at a total loss as to why one individual is having problems out of 50 + users. Any ideas will help. Thanks

Hi Community,             I have a Cube View which has multiple source rows and a total row at the very end which is using GetDataCell(CVR()) to obtain the Total.Is there any way in which I can hide the source rows and just display only the Total row. Thanks,

I've seen a post about triggering a DM process from Control-M.  I wanted to see if anyone else is triggering a Control-M process from a Data Management job, and if you have a snippet you can share.

I am writing the Business rule in Revenue % account dimension,  Revenue % = X / PY Y. My PY can be based on POV. For example, if user can select current year as FY2024 then PY is FY2023 or If user choose MAY 2024, then PY is MAY 2023 or if user choose Q2 2024 then the PY is Q2 2023.  I am using this code and I am able to achieve if it is year, but I need more of dynamic based on user selected PoV. how to automate this code based on PoV. any suggestions would be really appreciated. Return api.Data.GetDataCell("-A#X / (A#Y:T#GlobalPrior1")

Hi. We are currently working on a project for a company to analyse their daily sales. The information is not in the cube, so we are using components such as Charts, Pies and even the BI Viewer to display the information in an attractive way. This information is not in the cube because the table we use as the database in the application has more than 400,000 records. Firstly, when working with data that is not in the cube, we cannot add the components we want to a book because the only components (not including cube views) that can be added to a book are charts and reports. For example, if we create a BI viewer, we will not be able to add it to a book. At this point, we would like you to recommend which would be the best component and how we should prepare a dashboard to have these two characteristics that our customer requires. - Being able to navigate from one chart to another by clicking on the same chart (open dialogue) (Can be done in advanced chart)- Dynamic filtering between diff

Hello, I am trying to format this so the Total Assets/Liabilities/SE at the top is just a header without numbers. Does anybody know the correct formula?  

Hi, i'm retrieving the annotations in CV where as i could retrieve as read only for the account type dynamic calc(third row in screenshot) for account type Revenue still i cell is editable(first two rows). how can i make them read-only? i have already set the can modify data to false in both general setting/common & rows and columns/Data regards, Manju    

Our client provides a data file with Cost Center members including Parent/Child Relationship. They would like to Automatically update new Cost Centers when the data file is loaded. Any existing Cost center moves from one parent to another should also be handled (instead of Merging it should Replace). Appreciate any pointers or advice if anyone has worked on solving similar requirement.    

Hi everybody, I've been wondering, in case there are some tasks that need to be executed only at year end by the user, is it possible to create a WF profile that is only active in december and does not show up in the other periods? If yes, how?Thanks in advance!

Hi, I am getting error when retrieving parent member name of a UD dimension using XFGetRelationshipProperty. I have used below syntax. Could someone please help me. XFGetRelationshipProperty(“UD4”,B15,“ParentMemberName”,"","","")  It returns #ERROR: PropertyName      

Hi All: I have created a new Datasource of Trail Balance which is excel source. I have written a complex expression in the logical operator. the logic is, if there is an amount in the debit column, bring that amount in, but if debit column is blank, bring the credit amount ((not negative)) in as a credit amount. I have below DataSource connection:   the code in the Logical operator: Dim debitColPosition As Integer = 2Dim creditColPosition As Integer = 3 Dim AmountDR As String = api.Parser.DelimitedParsedValues(debitColPosition)Dim AmountCR As String = api.Parser.DelimitedParsedValues(creditColPosition) If (IsNumeric(AmountDR) AndAlso Not AmountDR = "0") ThenReturn CDec(AmountDR)ElseIf (IsNumeric(AmountCR) AndAlso Not AmountCR = "0") ThenReturn CDec(AmountCR)ElseReturn 0.0End If when I am running through workflow, the source is trail balance file. I am getting the below error. any suggestions please if anything I am missing here. Error: Unable to execute formula. Index was out of

I'm able to extract the monthly csv files uploaded using BRAPi.Import.Data.ExportStageArchives, but this doesn't seem to work for multiperiod uploads (specifically budget) or I'm just referencing a parameter incorrectly. I've tried entering the time parameter as "2021", "2021M12", "2021M1", even "2021M1-2021M12" within the business rule, but nothing is exported at all for the Budget scenario.... Any ideas?  

How can I create a journal with an excel or csv document? 

Hello all, Hoping you may share some thoughts on this. For the workflow, we have created security groups : 1. for input users (WF_Preparer) assigned to the Workflow steps in the Workflow execution Group  2. review users (WF_Review) assigned on the Workflow profile in the Workflow execution Group and Certification Sign-off Group. The preparers and reviewer users are, of course, different. However, as mistakes can happen, is there any possibility to prevent an Admin to assign the same user in both groups? Can the system issue an error or a message when trying to add a user to one role if it already exists in the other? Thank you!      

We use Text3 property of UD1 members to save Status of the member (member is a change request). We are having an issue with this approach. When we create a new member, we set its Text3 property for scenario type and Time to "Draft". If we change the value to some other status via rule or manually, it saves it fine. When we create a new member or update an existing UD1 member (any change in member properties) the value of all existing members reverts back to "Draft". Does anyone have any idea how to fix this issue. We are using 7.2.4 version.

I am using OneStream dashboards and have set up a pivot grid. On desktop, I have configured a default layout for the pivot grid, which works as expected. However, when I access the same dashboard through the browser UX, the default layout does not apply. I have tried clearing the browser cache, but the issue persists. Has anyone encountered this issue before, or can provide insights into why the default layout is not being applied in the browser UX?  Additionally, on Desktop, the pivot gris appears in classic format. On UX, it comes as a hierarchy. Can we default to use classic format on browser UX?   On Desktop: On Browser UX:

Hello, I just need help flipping a sign on a final report.  Here is the data: Here is the report (there is a negative sign in front of the number insert): And here is what my OneStream is showing: I went into transformation rules and flipped the sign on those 2 accounts, but that did not help: Does anyone have any suggestions? Thank you!  

How do you set up a source id on data?

Does anybody know what settings to look at to make sure I get numbers and an entity here? I was trying to follow the OneStream Essentials Building Simple Cube Views but seem to have reached a road block. Thanks!

Hi, I have a workflow step set to workspace ->Import-> Validate->Load. I am running a DM job in the workspace.  How do I mark the workspace as complete once the DM job is completed? Please advise.

Hello, I have connection string written to connect to SAP Dim r3Conn As R3Connection = BRApi.Database.CreateSAPConnection(si, "ConnectionName", True) I want to know where the ConnectionName is confirgured.  I have the error massage which is pointing to IP which is not in our network.  Unable to execute Business Rule 'SAP_TB_ALL'. RfcOpenEx failed(RFC_ERROR_COMMUNICATION): SAP_CMINIT3 : rc=20 > Connect to SAP gateway failedConnect_PM  GWHOST=10.4.16.9, GWSERV=sapgw00, SYSNR=00   LOCATION    CPIC (TCP/IP) on local hostERROR       partner '10.4.16.9:3300' not reachedTIME        Tue Jul 09 12:38:29 202RELEASE     701COMPONENT   NI (network interface)VERSION     38RC          -10MODULE      nixxi.cppLINE        2845DETAIL  &nbs

What are the main differences between web interface and client install? which one to use when?