OneStream Platform Forums

Hi All,I am currently setting up account reconcillations manager (RCM) and import both YTD GL data and Periodic Flow data in the actual scenario. I want to bring in just the YTD GL data into RCM, but it's bringing in both data sets. How can I exclude the Import Flow Data? I know that I can filter on the workflow profile "Import Flow Data" in the Account Rec inventory and delete them, but I'd rather the flow data just not come into RCM in the first place. Thanks for the help!

Hello, I created a dashboard with 3 different embedded dashboards. 2 are non-cube views and 1 is a cube view. I would like my parameter to only prompt and be able to be changed when I select the third tab.  Is there a way possible to accomplish my idea or am I stuck with the prompt happening when I select the dashboard? I've tried changing the dashboard types thinking it would default to what the other dashboards are but it still gives the parameter prompt on the first dashboard tab. Thanks, Will

I am trying to write some custom reports off of the RCM tables.  Does anyone know the translation of the number in the status column from the table to the name that shows in the UI?  Or does someone have a nifty way to retrieve that from the code?Thanks,Scott

Hi, I am working on an Import/Validate/Load step and built a Connector which gets data from an Application table and a Data source which use the said connector.The connector/Data source seem to work in the sense that that gets pulled in during the import step.However, when the import step is run I receive the following error: "Summary: Detail Cache summarization did not produce any Summary Data Rows." Does any of you know what could cause the issue and what the error message means?Thank you 

Hi,we would like to show the periods based on on the "Number Of No Input Periods Per Workflow Unit" Scenario setting. Suppress if "No Input"Is that possible?Roland Weiss  

Hi Everyone.  I am unable to join datasets and suing below code. Purpose: is to combine the outcome of 2 method queries WF Status and CertificationStatus to get a single table. Kindly help with your comments or guidance: Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports System.Windows.Forms 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 OneStream.BusinessRule.DashboardDataSet.GetWFStatusandCertification Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) As Object Try Select Case args.FunctionType   Ca

I'm creating a business rule to automatically lock all workflows and descendants using:   BRApi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk, profileTypeFilter, workflowChannelKey) but I'm getting the error: 'the item was not found'. I found an example online but it's not working for me. I didn't know what to populate wfClusterPk with so I defined it as (). I'm fairly new to VB.net and appreciate any help with this - thanks!      Dim wfClusterPk As New WorkflowUnitClusterPk()   Dim wfChannelKey As Guid = Guid.Empty     BRapi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk,     WorkflowProfileTypes.AllProfiles, wfChannelKey)    

Hey - I seem to recall something/somewhere in the application I could reference to find sample syntax such as common financial logic and other starters.  My memory is fuzzy, but I thought it was almost like a dialog box similar to the member filter builder, but inside the application.  I can't seem to locate it in the application nor find reference material.  Am I losing my mind?

Hi OneStreamers, I'm currently working with the Guided reporting solution in OS v8.4.0. When running the report in the GDR homepage a duplicate dialogue box appears after the Guided Reporting Dashboard is selected via the OnePlace menu item, once a report is selected, or after a Parameter is changed anytime the Parameter combo box is changed. Each Parameter is set up a Member list at the moment but were previously discovered as Member Dialogue, and now rediscovered as the updated Member list param. Any Idea what I could be missing? 

Hi Community,      We are encountering an issue where the BI Viewer dashboard is not displaying for a specific user, while it works perfectly for all other users. Interestingly, when we add the data adapter used in the BI Viewer to a grid view, the dashboard displays correctly. However, it fails to display when using the BI Viewer component.Can anyone provide any insights into what might be causing this issue?Thanks

Hi everyone, I'm having problems in writing data to one scenario through a cubeview. I have 2 scenarios available. If in the cubeview I use one of them, it allows me to manually input data. If I change the scenario, I cannot input data anymore. All the other dimensions are base members and they are unchanged.In addition, I cannot find the setting to allow data input on one specific scenario. I checked the settings of both scenarios and they are identical.Does anyone have any idea how to do it?Thanks!

Hello,we need to turn on the "Logon Activity Threshold" on our OneStream cloud instance. I have looked at the documentation and I believe the information there regarding this is for on-prem installations (it involves editing configuration files).I do see this on the cloud application:Is this where you set this on cloud?If so, is this enough to prevent the users from accessing the instance if they don't log on in the required interval? (I ask this because of this post: Automated process to disable users based on Inactivity Threshold / Remaining Allowed Inactivity | OneStream Community)Thanks in advance.

Hi all, I'm trying to create a Cube View with a single column that aggregates data for the past 12 months, rather than showing each month separately. Instead of this: MonthMay 2024Jun 2024Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025Sales102030102030102030102030   I'd like this: Time PeriodLast 12 MonthsAggregate Sales240 To do this, I created an XFBR business rule that returns a time range like T#2024M5:T#2025M4 Here’s the relevant part of my XFBR: If args.FunctionName.XFEqualsIgnoreCase("Trailing12Months") Then Dim baseYear As Integer = args.NameValuePairs("year") Dim baseMonth As Integer = args.NameValuePairs("month") Dim endDate As New DateTime(baseYear, baseMonth, 1) Dim startDate As DateTime = endDate.AddMonths(-11) Dim startMember As String = String.Format("T#{0}M{1}", startDate.Year, startDate.Month) Dim endMember As String = String.Format("T#{0}M{1}", endDate.Year, endDate.Month) Return String.Format("{0}:{1}", startMember,

I am looking for different options to do Constant Currency. 

Is it possible to use Member Expansion functions like U1#[Top].Base.Where , U1#[Top].Base.Options within api.Data.GetDataBufferUsingFormula?I want to get data to the buffer from a Scenario / Scenario Type which is setup with a Summary UD1 dimension in the Cube Configuration.The data is loaded to this Scenario at Summary UD1 members.In the Spreadsheet I am able to pull  the data using below member filter function. U1#[XX].Base.Options(cube = AA , ScenarioType = Operational)However when I apply the same function in the api.Data.GetDataBufferUsingFormula , I am getting errors stating need a comma after Options.If this function cannot be used within Finance BR is there another way to get the data from base members of Summary UD1 dimension?Dimension    Summary UD1            Detail UD1 MembersSummary UD1      Top            CC001 Detail UD1      Top        &

Hi, I get this error when saving data into a particular WP#Workflow S#Scenario T#Time member. Cannot execute step because the specified step classification doesn't exist for the workflow profile When I click OK to the error, when I refresh the data is saved. Any ideas what the problem is? What is a step classification? Thanks G

Hello OS Community.I'm working on a confirmation rule that is supposed to check for the presence of annotations when thresholds are defined. The intended behavior is:If thresholds are present, but no annotation/comment is provided, the rule should fail validation.However, the logic isn't working as expected. Even when no comment is given, the rule still passes and acts as if a comment is provided.Here’s what I need help with Ensuring that the rule correctly identifies missing comments and fails as intended. Identifying what might be wrong in my current logic it seems to incorrectly detect comments even when none exist.Any insights or examples of similar logic would be much appreciated! 

Hello,On version 8.5 (could be earlier, but didn't have a need to try) I am trying to create an embedded cube view that retains excel formatting. When I check mark the preserve excel format this works, BUT when I save the report, close it, and reopen it the cube view itself stays a light font vs black. Once I uncheck preserve excel format it reverts back to the expected black font cube view.....Is this a known issue or a way around it? 

Hi everyone, I am creating a graph in a report. This report is a component in a dashboard maintenance unit and is using a simple data adapter linked to a cube view to retrieve the data.  The graph is working. However, I would like to only show a data label based on a time selection parameter that is part of the data adapter. For instance, if I select 2022M11, I only want to see the data label for November 2022. Please see the screenshot for clarification. So, if I select November 2022 (or any other year) I would only like to see the data label for November (I still need to work on the number formatting). Is there anyone with experience in this and can help me? I have checked all the options but couldn't find anything. I was thinking to work with the scripts part of the report components.  Any help is much appreciated. Thanks! Floris van der Poel

  I have the following cube view in Oneplace and I would like to know if it is possible to create subgroups below the Main group.  For example I would like to create a subgroup of Income Statement report, Revenue reports etc.  They are currently in separate groups in the cube view set up but that does not seem to translate to Oneplace.  We are currently on 7.3.3 and moving to 8.5 in the next month.    

I need to be able to visualize a cube view in english and in spanish.The description of the account member is set in spanish, and if I put something in the 'English' line, because the user security only has the English option in culture, the cube view would come out in english. So i need to be able to add another option for culture in the user security. ¿How can I accomplish this?Thanks!  

Hi Everyone. I would like to know how I can remove zero values in my GetDataBufferUsingFormula. Dim DatabufferCalc As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(E#" & strParentEntity & ".Base,E#XFMemberProperty(DimType=Entity, Member=|!PerformPnL_Entity!|, Property=Text1).Base:S#[" & strScenario & "]:T#" & strPeriod & ":O#Top:I#None:U1#ALL_DEPARTMENTS:U2#ALL_PRODUCTS:U3#CORP_RPT:U4#ALL_PROJECTS:U5#None:U6#None:U7#None:U8#None,A#411000)") And from the result, I would like to obtain the entity, and from that entity, know its Text1, Text2, and Text3. However, for now, I see that I can only obtain the account and the rest of the properties such as the UD Dim DatabufferCalc As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(E#" & strParentEntity & ".Base,E#XFMemberProperty(DimType=Entity, Member=|!PerformPnL_Entity!|, Property=Text1).Base:S#[" & strScenario & "]:T#" & strPeriod & ":O#Top:I#None:U1#ALL_DEPART

Hi Team, Generally, In Scenario settings will updated the "Workflow Start Time & Workflow End Time". so here we want to get these workflow time rang in Cube View. (Eg: Work Flow Start Time: 2025M6 & Work Flow End Time: 2026M5). Based on scenario selection in  the report, we should get the (12 periods) time range in report.  Please help us to get the solution. Thank you, Shiva Prasad

Pls share how to run1. a traditional BR via a member formula2. an assembly BR via a member formulaThank you - OS SME.

Is it possible to get this setting in a business rule?Thanks,Scott