OneStream Platform Forums

Hi Team, In our report we are having multiple formula's in row and columns (Can't apply the row or column overrides). So, have created a UD8 Dynamic calc. though after applying the UD8 member in column, row formula is overring the UD8. Can please help us to resolve the issue.  

Hi Folks,I need to retrieve all cube root workflow profiles in the first parameter. Upon selecting a particular cube root workflow profile, all its related workflow profiles should appear in the second drop-down list of the combo box. Likewise, there is a third combo box for the current workflow year and time. What can be the Dashboard Data Set for this?Thanks 

When using the BRAPi.Utilities.ExecuteFileHarvestBatchParallel function in an Extender BR, does anyone have any guidance and/or opinions on the proper setting of the parallelBatchCount parameter? My understanding has always been to set it to a maximum of the number of CPUs - 1 , available for the server performing data management or batch load processing.

Originally posted by Chris MatthewsWe are able to freeze panes with a cube view export straight to excel but when the same cube view is used in a book the freeze panes is lost. Is there a setting or way to keep the freeze panes?

Hi Team, We have a requirement like, Finance team wants to have one report with the details of Workflow Status, who certified the respective entity (name of the user) along with certification time stamp.   used the below Dash Board data set rule. followed the below steps to get the grid view Attached the Business rule to Data Adapter Attached the Data Adapter to BI Viewer. But here i am getting two certified status for the entity. we need the latest certified status. can you please help us to resolve this. Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine   Namespace OneSt

Hello,Do you know how many groups I can create in each of the following sections: Data Cell Access Security, Data Cell Conditional, and Data Management Access Security?Thank you!Hoa 

I'm currently trying to export the account dimension members and their properties through a csv file. I can get all the properties necessary, but I can't get the "Account Type" property through the extender rule.  I'm currently using Account_Type= Brapi.Finance.Members.GetMemberInfo(si,dimTypeId,stkItem.Name,True,Nothing,MemberDisplay).Member.GetType.FullName , to get the account type in columns but it isn't returning the correct account type of the member and instead returning " OneStream.Shared.Common.Member " in the columns.

Hi all,I'm hoping someone can see what I'm doing wrong here.First a question:     Is Scenario access cube specific?  Let's say I have 4 cubes.  Currently all 4 cubes give a user access to all Scenarios.  If I restrict access to a specific scenario for that user in one cube, does that restriction apply across all cubes?  I would assume No - am I wrong? I've been trying to set up restricted scenario access to a group of users in a certain cube.  I don't want to touch overall security for the Scenario because there are multiple regions that need access.  I've tried to set this up via Slice security (Data Access directly on the Cube) by using a Where clause in the Scenario definition for every group identified in the Data Access (i.e. Planning.Base.Where(Name DoesNotContain X).  This doesn't appear to be working.The User themself, has access to multiple cubes and there is no restriction to that scenario in those other cubes.So is it all or

Hi I tried to put Dashboard in Report (Onestream Book) but not able to see any dashboard details in the book. Its dashboard report is stage data filtered. Also, can we add the dashboard in excel Book ? Can you please help me with the parameter?    

Hello, I have an account that is calculated via a business rule. I don't want end users to input into the account manually. If I set the account to allow input = false, will my business rule still be able to input data into the account? Or do I need to leave it set to allow input = true, but make sure every cube view that uses the account does not allow manual input? Thank you.  

Hi  I have been trying to dynamically update the short name for UD3 but somehow the i am not getting the result. Not sure where i am wrong. Please help  

Hello,Working with a client and implementing a marketplace solution that potentially requires us to go to a year that is before the start year of the application. Is there any harm in changing the start year to an earlier year? Those years will not be used for their normal operations nor feed data to the cube, so not sure if there would be an issue changing this. Any thoughts?Thanks,AJ

We are looking for some help in direction to build dynamic member addition to a dimension using extensible business rule in version 9.0 We have tried to use the code that is used in earlier versions which uses declaration like "Dim newMember As New Member" but it does not work anymore in version 9 as it gives error when assigning values to newMember.Name property and some search suggests that we now need to use "Dim newMember As New MemberEx" Using this declaration results in error compiling the business rule. We are looking for some help/direction on this.

  Dear Team, I am currently working on updating the "Profile Active" property for a specific scenario type within a workflow profile. I am trying to implement this change using the below code snippet, but am not seeing the desired result: code snippet: brapi.Workflow.Metadata.GetProfile(si, "Parent Profile.Profile Name").SetAttributeValue(ScenarioType.Control.Id, 1300, Boolean.TrueString) Though I am aware that this update can be performed manually by accessing individual workflow profiles or using the grid view, my requirement is to execute this task through an extender rule. I've identified that the attribute index for "Profile Active" is 1300 and the value to be updated is of an object type. I suspect there may be an issue with the way I'm passing the new value in the code. I would appreciate any guidance or insight on how to correctly update this property using the extender rule. Your assistance is greatly appreciated. Thanks  

Hi all,I need to set up a complex expression to assign a specific value to the U6 dimension based on 2 source fields. Below part of the list of those source fields.The code I set up for the complex expression is the following:Dim fields As List(Of String) = api.Parser.DelimitedParsedValues() Brapi.ErrorLog.LogMessage(si, "Field count (List.Count): " & fields.Count) If fields.Count > 4 Then Dim loadedAccount As String = fields(4) Brapi.ErrorLog.LogMessage(si, "loadedAccount: '" & loadedAccount & "'") If Left(loadedAccount, 2) = "00" Then Return Right(loadedAccount, 8) End If Else Brapi.ErrorLog.LogMessage(si, "WARNING: only " & fields.Count & " fields; skipping Account logic") End IfEvery time I launch the loading process, however, it prints the WARNING message for all the rows, as if it didn't find any source field.Am I doing something wrong / is there an alternative way to retrieve the fields values that I am not considering?Th

Hi Do we have any quick way of resetting/clearing the data with Business Rule which has been loaded into the cube via WF profile (O#Import)? 

Hi everyone,I'm currently working on a dashboard that, through the use of a SQL table editor, will show data stored in a table. Below an example of one row from that table:The interface of the SQL table editor allows me to filter the data to show only specific rows, and I added a filter for the columns T_ENTITY and PERIOD: The first filter (T_ENTITY) works as expected. The second filter should filter out those rows in the table whose Period differs from the one selected by the user in the WF. Nevertheless, if I use |WFTime| as parameter, it doesn't show any row, even those that have the same Period as the WF. If I instead replace |WFTime| with the static period (es 'PERIOD = '2022M11'),  it works fine. The conclusion I take is that |WFTime| is not equal to the current WF period. To check that out, I added the following label to the dashboard header, setting its value equal to |WFTime|:and it shows exactly the current WF period:Is it possible that the parameter |WFTime| d

I using UD8 to call master data of entity. Other master data is work, but there is issue when I call entity parent. Seem like the business rules is not working. Not sure where the missing part. If api.View.IsAnnotationType() Then     ' Dim EntityID As Integer = api.Pov.Entity.MemberId   ' 'Return the Account name setting for this text-based View member '' Return api.Entity.GetLocalCurrency(EntityID).Name ' 'Dim ParentId As Integer = api.Pov.Parent.MemberId '' return api.Entity.par ''Return api.Pov.Parent.MemberId.ToString 'Dim objList As = BRApi.Finance.Members.GetParents(si, dimPk, entity, includeRootMemberInResult, dimDisplayOptions) 'Dim oblist2 = BRApi.Finance.Members.GetParents() 'Dim ParentId As Integer = api.Pov.Parent.MemberId ' Dim ParentName As String = api.Members.GetMemberName(DimType.Entity.Id,ParentId) 'Return ParentName 'Else   '    'Return a NoData Datacell '    Return api.Data.CreateDataCellObject(0.0,True, False) End If

Hi Community,I have a question. I'm working with a SQL table editor and need to implement dependent dropdowns. Specifically, based on the value selected in the first column, I want the second column to display a corresponding set of dropdown options.Is this possible to achieve? If so, could you suggest any approach that can help me implement this functionality?Thank You!

How to configure the OneStream system to push the transaction and master data (dimensions) to Snowflake without manual intervention? I need step-by-step Info how to pull data from Snowflake into OneStream.

Hi everyone, I need to create a few journal templates so that they can be filled up in Excel and subsequently loaded into Onestream. I found online screenshots of some journal templates in Excel like the following one:but it's not clear to me how can I create it. Is there a way to export in Excel the already precompiled structure of a journal from Onestream? or do I need to create it manually in Excel?Any suggestion would help!

Hi Team,I’m working on a Hybrid Scenario setup where the goal is to copy data from a source scenario to a management (MGT) scenario. This allows the MGT team to work with the data independently, using their own workflow with high-level access. So far, the base data copy works well.However, I want to summarize entity data in the target scenario so that users only see Entity parent nodes, while maintaining visibility of all other 17 dimension members (Account, UD1-UD8, etc.).To achieve this, I tried creating a dummy parent member (Entity X) in a new Entity dimension that mimics the top-level parent from the legal entity hierarchy (Entity Y). My intention was to use this structure in the Pre-Aggregated Members field in the Hybrid Scenario configuration, effectively copying:Entity X = Entity YUnfortunately, this method worked successfully in Version 7.4, but does not appear to function as expected in Version 8.4.Maybe in version 9.0 +, we can successfully configure pre-aggregated entity ma

Is there a way to pull time in newest to oldest? T#|CVTime|.Prior11 ---- Pulling M4 on an Oct - Sep 2025 calendar. This will pull Feb 24, Mar 24, Apr 24, May 24, Jun 24, Jul 24, Aug 24, Sep24, Oct 25, Nov 25, Dec 25. How do I pull the opposite - Dec 25, Nov 25, Oct 25, Sep 24, Aug 24, Jul 24, Jun 24, May 24, Apr 24, Mar 24, Feb 24?

Hi everyone, We currently use OneStream to prepare our consolidated financial statements in Excel, using retrieves linked to OS. But in the end, we still manually copy everything into Word to build the final report. We’d like to automate this process as much as possible to reduce errors and save time. We need to include notes and commentary under certain tables, so Word is our preferred format. Is this kind of automation possible directly in OneStream? If not, what tools are you using to produce your final reports?Any best practices or recommendations would be much appreciated! Thanks in advance for your responses! 

Hi,I try to get the data unit information of different DM steps, such as Calculate, Copy Data, Reset Scenario, Clear Scenario, Custom Calculate. For a regular "Calculate" I'll get the information viaPublic Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataManagementEventHandlerArgs) As Object            Dim sbLog As New Text.StringBuilder            Try                Dim returnValue As Object = args.DefaultReturnValue                                Dim dmStepMetadataInfo As DataMgmtStepMetadataInfo                If args.OperationName = BREventOperationType.DataManagement.ExecuteStep    Then                    dmStepMetadataInfo = DirectCast(args.inp