OneStream Platform Forums

After migrating from OneStream version 6.8 to 7.4, it looks like the Excel data groupings disappear after refresh. Does anyone know if this is an issue with the Add-in itself or do OneStream/Quick view settings need to be changed?  thank you      

Hi all, I have a member formula with simple calculation (e.g., Account A / Account B), and there is a data access security set up upon account A. I am wondering if a user without account A access, can the user be able to see the calculated result? My hunch is that it will show access on the end results, may I know how OneStream will handle this? Thank you.

I am running a "clear Import Data" from the WF.But its clearing the data of the same entity from other WFs that I loaded .Is this behaviour normal. I just wanted to clear data from the cube that I loaded for the WF where I am triggering the "CLear All Import data". Please advise

Cube View within a Dashboard.   When an amount in a data cell is changed and the save button (either the cube view save button or a dashboard save button) is clicked I would like to add in validation code that evaluates the changed amount. A WorkFlowEventHandler allows me to identify the CubeView so that I can isolate the action solely to that cube view.   So far in the WorkFlowEventHandler I have been able to identify the cube view and get code to fire based solely on that CubeView, however it all seems to run after the cube data has been saved. Is it possible with a WorkFlowEventHandler to have code run before the changed amount is saved to the cube and not save the changed amount based on some validation/code logic?  

I have a cube view within a dashboard.    The dashboard has a save button which fires a Dashboard Extender rule.  (The cube view save button is hidden). I would like to add a step that, before any changed amounts on the Cube View is saved to the cube, checks the sign of any changed amounts and prompts the user based on a rule if they are sure the sign is correct. Any Ideas?    

Dear Team, while opening the cube view, I am experiencing issue " Value was either too large or too small for a Decimal."  I can see that in BR for EndBal, one of the divided formula causing the issue I am thinking. I am trying to add the divide function, but it is not working. any suggestions on the new formula?  0 Kudos   Accept as Solution Existing furmula: Return api.Data.GetDataCell("VariancePercent(A#AVG_Daily_Sales:T#POV:U8#None,A#AVG_Daily_Sales:T#POVPrior12:S#Actual:U8#None)/100")   New furmula: Return api.Data.GetDataCell("(VariancePercent(Divide(A#AVG_Daily_Sales:T#POV:U8#None,A#AVG_Daily_Sales:T#POVPrior12:S#Actual:U8#None)),100)")    

I got this validation error in plp's Export to cube, and I know it's because I don't have that entity associated to the workflow, but I would like to know if there is a way to solve it without having to remove that entity from the other workflow in which it is.  

Hello, How can I seamlessly integrate SAP with Onestream in such a way that I can pull specific data for specific intersection? For example, let's say I want to only pull data from SAP that has entity as ABC and account as 123. How can I do that? It should be completely user driven and minimal intervention from administrator. Thanks

I keep receiving this error when attempting to run my dashboard that has a BI viewer component attached to it. I made a bi viewer component and assigned a cubeview MD data adapter to it. created my BI viewer and everything works fine. However, when I assign it to my dashboard I get this error. I've tried attaching other cubeviews to the data adapter and making other BI viewers but I keep getting the same error. Has anyone else run into this issue?    

Hello, We are currently seeing slow consolidation times after we copy data from one scenario to another. If we run a force consolidation in the source scenario the full year takes around an hour or so. When running the consolidation in the target scenario it is taking 4+ hours to complete. Both scenarios are using the same scenario type.Anyone have ideas on what could be causing this issue? Seems odd that the same data set would have such huge deviations in run times. This is the second quarter we have seen the issue.  Thanks for your help! Tim

Hi all,  I use the dashboard to trigger data import from external database. After successfull import I want to make the workflow step (type Workspace) complete by calling SetWorkflowStatus. Strange thing is that is does work when I directly call the Extensibility rule from Button, but it does not when I call the same rule from data management process. Do you know why this happens and how can this be bypassed?  Thanks for help! Pavel  

In developing applications, I prefer to group objects intuitively using standardized naming, alphanumeric sorting, and hierarchical grouping.  Dashboard parameters use the "Sort Order" property to sort, which for me adds unwanted cognitive load to a development process.I developed the code below to automatically sort and group parameters the way you would expect them to be sorted to get around the need to specify Sort Order. Implement as an extensibility rule and run it from the editor.  After the rule is run, copy, paste an existing parameter, then delete the pasted parameter to force a refresh of the list from the server.  Be sure to remove this code from your production applications. C# using System; using System.Data; using OneStream.Shared.Common; using OneStream.Shared.Database; using OneStream.Shared.Wcf; using System.Linq; using System.Text.RegularExpressions; using System.Threading.Tasks; using System.Collections.Generic; namespace OneStream.BusinessRule.Extend

Hi Everyone, These tables house information about the Environment tables, and also the Application Tables.  It would be ideal to have not only know information on the fileds in these 2 tables mainly are the fields in GB or Tera Byte, but also the best place for information about the tables that come with OneStream. Thanks in advance of your help

We are currently building a simple form for Shipping Days that allows a user to input an entire year's worth of shipping days all at once. We want this to be a Periodic view to align with how the client thinks about shipping days for each month. We are entering the data into our Actual scenario, which has a Default View of YTD. The below screenshot shows the basic form structure and the YTD row is there for reference. The initial data entry worked great. However, if I go back to a previous period to change a periodic value, I want the new periodic value to update for that month and keep the remaining periodic values the same. However, changing a periodic value squeezes the difference into the next month to keep that month's YTD value the same. In the below screenshot, Cell (1) was changed from 23 to 18 in March 2022. The March 2022 YTD amount updated accordingly. However, the periodic amount in April 2022 (Cell (2)) automatically changed from 20 to 25 so that the YTD amounts for April

I have a column where I'm using a GetDataCell formula and I want my Time Row Header to show a date different than that of the Pov.  I've had a solution that uses a Business Rule but wanted to see if an out-of-the-box solution is available. 

Hello, I have a list of segments in WFText2 that I use as UD2 dropdown selection for my cube view.    So whenever I open my Form/Cube View I can see all segments excluding GBA_021, GBA031, GBA_032 and GBDP_001,  in UD2 Dropdown selection. My dilemma is, I am creating a confirmation rule that will loop for each UD2 that were not stated to be removed. I use this to get Text2: Dim WFText2 As String = brapi.Workflow.Metadata.GetProfile(si,si.WorkflowClusterPk.ProfileKey).GetAttributeValue(ScenarioTypeID.ScenarioType1, SharedConstants.WorkflowProfileAttributeIndexes.Text2) And the entire UD2: Dim GBA As List(Of Member) = api.Members.GetBaseMembers(api.Pov.ud2Dim.DimPk, api.Members.GetMemberId(dimtype.ud2.Id,"gba")) I initially used this GBA in my confirmation rule but it also includes those that were removed in WFText2 in the loop.   Any advise would be helpful.

Hello I am trying to create a type of dashboard that will contain multiple reports. I want that whatever report has data, only that should appear and report with no data should get suppressed along with its rows and columns too whenver I execute a dashboard? Can this also be achieved via a Cubeview? Please suggest?

Hi Experts, I am trying to use a member filter based on the Text property. Here are the sample text property values: Member1  = PASSTHRU~[False]|IPL~[False] Member2  = PASSTHRU~[True]|IPL~[False] I wanted to filter the members that have " PASSTHRU~[True] " in the text property, i tried the filter below but it returned no results: U4#Top.Base.where(Text8 Contains PASSTHRU~[True]) I do get results if i use U4#Top.Base.where(Text8 Contains PASSTHRU~), but as soon as i add  " [ " character, it doesn't pull any members.  Any suggestion would be helpful. I tried all the below formats, nothing worked: U4#Top.Base.where(Text8 Contains 'PASSTHRU~[True]') U4#Top.Base.where(Text8 Contains [PASSTHRU~[True]]) U4#Top.Base.where(Text8 Contains PASSTHRU~[[True]])

I am looking to create a FX Rate finance rule or calculate to go get the planning scenario's last actual month's closing rate from the ClosingRate FX table. I am using the consolidation member C#Aggregated in the planning scenarios.  I know that C#Aggregated executes business rules at the base level only. Is there a workaround here or if I use C#Aggregated am I stuck creating FX rate tables for each planning scenario and copying last actual month rates forward to the planning periods? Appreciate any help or guidance.  Thanks 

Hi All, Is there a way to set up default workflow POV period each month for users instead of them going into the tool and changing the period .     Thanks in advance.  

Hello, OneStream Community We currently have OneStream set up to load data files automatically over the filesahre API, notifying users via email when something goes wrong or succeeds. In addition, I would want to compute the validation errors from OneStream and email them to the users about the invalid intersections. Could someone please tell me how to go about doing that? Regards

My company is implementing a new ERP system and I need to map the new accounts into our old structure. I am fine with the transformation rules I simply extract out make changes and load back up all is done in our Dev environment. My issue is how do I download to add accounts in the dimension library, If i added manually it will take forever.    Thanks in advance Mark

With power query in excel, you can connect to a database one time with your credential then they are stored in the document.  If the connection is refreshed on another computer, credentials are required to refresh; however if the connection is refreshed for the latest data on your own computer credentials are not required.  This is a great set up for overlaying python scripts to refresh the data in automated fashion leveraging task scheduler, see below for example script with just a simple power query connection: import win32com.clientimport time xl = win32com.client.DispatchEx("Excel.Application")wb = xl.workbooks.open(fileName)xl.Visible = Truewb.RefreshAll()wb.Save()xl.Quit() Is anyone aware of a similar type set up with the OneStream excel add in.  As far as I can see, you have to log in your credential each time you open excel and hit the refresh sheet button each time you want updated data.  Most times this works just fine, but there are certain case

Hi, has any one used DocumentFormat.OpenXml.dll coming v8 to create excel docs? It looks like it is working from standard extender BR once you add reference to DocumentFormat.OpenXml.dll and System.IO.Packaging.dll but it does not work when you do in a file within Workspace assembly as it complains about not finding the referenced System.IO.Packaging.dll even if the dependency is added   Thanks  

Hi all, With the version 7 and above the switch between applications with the addin Excel requires to log off and log on. You cannot switch applications and stay connected. Admin team have to switch often between applications and this new mechanism is seen as a step backwards. Is it possible to restore the previous mechanism with the functionality: Change Application Thanks