OneStream Platform Forums

Hi everyone,I am building a SQL Table Editor workflow where the client wants a custom Edit button that opens a popup edit form rather than editing inline in the table.The issue I am seeing is that the popup sometimes loads the previous row on the first click, even though the backend logic is returning the correct row and the correct values. If I click Edit again on the same row, it loads correctly.I have already verified the following:the selected row is being captured correctly, session state is being updated correctly, the backend query is returning the correct record, the popup fields are bound to the correct parameters, and the values are being populated before the Business Rule returns.Has anyone run into this type of one click behind behavior with a SQL Table Editor + Open Dialog setup?Is this a known limitation of the SQL Table Editor, or is there a better pattern for a customizable Edit button that opens a popup and always loads the currently selected row?If this pattern is bet

We complete variance explanations each quarter, and each business unit has different thresholds that require explanation. Is there a way to apply different thresholds within the report based on the selected business unit using the conditional formatting? I would like to flag it red only but I can’t figure out how to do by business unit using the same report.Users are prompted to select their business unit when they run the variance report.This is what I currently have, but it applies the same threshold to all companies:If (CellAmount > 50000) Then    ExcelTextColor = Red, ReportTextColor = Red, TextColor = RedElse If (CellAmount < -50000) Then    ExcelTextColor = Red, ReportTextColor = Red, TextColor = RedEnd If

We have an excel export item that loops through several entities and uses the entity names through Loop1Variable as the output.Unfortunately, some entity names are longer than the 30 characters excel tab names are limited to.Is there a function/formula that can be used to limit the Loop1Variable to 30 characters? 

Hello, I have tried everything to remove the border from my cube view components on my Canvas layout type dashboard. Any suggestions?  

Hi,I’ve had an issue trying to use parameters to retrieve both names and descriptions of entities in Excel using a parameter.I use a Member List parameter with a filter of entities.In Excel, if I tick ‘Description’, sometimes I get only descriptions; and sometimes I get both names and descriptions, which is the desired behavior (the client wants to be able to choose entity by their names, and I need the code in the parameter to make the XFGetCell formulas work).Is there any option here I’m not aware of?I’ve found a solution, which is to create a XFBR rule that feeds a Delimited List parameter with strings including both name and description. It works fine. But I’d like to make sure I didn’t miss something obvious here.

We're working on a solution, where users can enter and view a date through a Cube View using the Cell Type Date. The challenge is how OneStream handles date's (datetime) with time-zones. When a date is saved to the backend, it's converted to UTC time-zone. The Date component in the Cube View is also Time-Zone aware, so that it uses the local time of the user, to convert back from the backend UTC to local-time. The challenge with this is 2 fold: 1) Assuming we would calculate a rent for a given period. The user, based in CET time-zone, enters 2022-1-15 using the Gridview. This date is converted to 2022-1-14 as UTC (2022-1-14 23:00:00). Using a Custom Calculate method to calculate the rent from start (2022-1-15), now adds one day more, as the server time is UTC. (don't mention Daylight Saving Zone)  2) If another user, based in US Central, is reviewing data in the same Grid View (and same POV), this user will see a wrong date, as the server UTC date, is converted to this user's loca

Hello, I am trying to run a Business Rule located in a specific Workspace (VentaNeta) from a Data Management Step that lives in the Default Workspace.According to the OneStream documentation for cross-workspace references, the syntax should be:Workspace.MyWorkspaceNameOrNSPrefix.MyWsAssemblyName.MyShortBRNameIn my case, I configured it as:Workspace.VentaNeta.VN_Cube.ExtenderHelperHowever, when running the Data Management Sequence from the Default Workspace, it fails with this error:"Error processing Data Management Step 'GenerateUnassignedClientes'. Business Rule 'Workspace.VentaNeta.VN_Cube.ExtenderHelper' is invalid."Here is the strange part: If I move this exact same Data Management Step inside the VentaNeta Workspace and change the syntax to use Workspace.Current, it executes perfectly:Workspace.Current.VN_Cube.ExtenderHelperConfiguration details for the VentaNeta Workspace:Workspace Name: VentaNetaNamespace Prefix: VentaNetaIs Shareable Workspace: TrueMy goal is to keep this DM St

Hi all, Is it possible to exclude certain register columns for specific Groups?  For example, not requiring input or displaying an “Hourly Rate” column for full time salaried employees.  In this case an Employee Type is a separate register column identifying employees as full time, part time, or contract. Filter groups are set up by Employee Type and calculations only run for the relevant groups.In the case above, the Hourly Rate column could just be left blank, but how are others handling cases where there is a control list attached to a register column, but that register column is only applicable to some employee groups?  I would rather not have an “N/A” or similar option in the control list, which would allow this as a selection for employees who should have a “real” control list value assigned to them. TIA

Hi,I’m writing a custom calculate business rule for an Account which is planned like this - Look at the same intersections 12 months prior and see if there is data. If there is, use that value to set the value for current time period. If there is no data in that intersection 12 months ago, look for a value 24 months ago.I need to do this for just 1 account but different UD1 and UD2 intersections.I tried to use GetDataBufferUsingFormula and thought of looping through all intersections but DataBuffers give only those intersections where there is data.How should I go about this? 

Hi Team,Is there any update on enabling dropdown menus for multiple fields within the Table View?For example, if a user clicks a cell in the "Payment Type" field, it should display a relevant list for selection. Similarly, in the same table, the "Payment Card" field should display its own relevant list.Prior to LIM, I believe this list option was limited to a single field, achieved via the EnableStatus column functionality. However, when reviewing the LIM Tableview via Spread, it appears there is now a way to enable dropdowns for multiple fields.Could you please explain how this is achieved in LIM? Additionally, is there any documentation available on how to configure this for a user-defined tableview?Best regards,Sudhakar S

Hi there,I am programming validation accounts, where I compare various data points in my application.For example:Depreciation Balance Sheet - Depreciation P&L = 0I am using now the “Formula for Calculation Drill Down” to visualize the different data points which are used in the formula - so far so good.BUT - I would like to include the “plus” and “minus” signs to make it obvious how the system is calculating the different arguments of the formula.Do you have an idea how I could get that? It could be a text string in the field “calculation script” for what I care, but it would be fantastic to have the signs line by line.  

Hey Community!The other day I was troubleshooting a data import against a set of Cubes that were created in a v9.3 environment, where my Quick View was returning no records even after verifying intersections and confirming the “Load Complete” status on the import. Naturally I went to use the Data Records tool to confirm if the data was truly loaded but no records were returned in the Tool (which led me on a wild goose chase). Lo and behold, even in cases where there were definitely records in the Cube, the Data Records Tool returned no records. So maybe I missed it in the release notes, or maybe it’s just this environment, but is the Data Records Tool meant to work with the new VLWDataRecord tables?Thanks! 

Hi Team,I am facing an issue with Certify. if you notice in the first screen shot Fixed Asset function(workflow) is already certified. but when i input data at any other input form. after saving the form, then will click on Complete form. when we clicked on Complete Form system was Uncertified the Fixed Asset workflow Example:- Costing function (Workflow) for Non_Baan_Costing input form i have entered data and then clicked on Complete Form. Fixed asset got uncertified. Can you please check and advise on this issue   

I'm on OneStream 9.3. I'm trying to drive the contents of a Dynamic Grid from a Combo Box selection, using a delimited (piped) parameter to modify the grid's output. The parameter doesn't seem to resolve correctly once it reaches the grid.What I've tried so far:Template Parameter / Text1 / Text2: the piped parameter never resolves. The grid renders the Default Value instead. If there's no default value, or if the default value is itself a piped value, I get either the raw default or the literal token with the pipes intact, e.g. |!Parameter!|.Bound Parameter: I can retrieve the parameter's name via args.Component.BoundParameterName, but I can't find a way to get the value assigned to it, so I have nothing to filter my list against.Question: in 9.3, what's the correct way to read the selected value of a delimited parameter inside a Dynamic Grid business rule so I can use the value to manipulate my dynamic grid? Is there a step I'm missing in how the parameter needs to be defined or refer

I cannot find any literature on this - I have a custom calculate rule, how to I call it from a DM step? This is what I have in DM step, but I keep getting the below error: Below are some additional info on my set up: Thank you.

Hello,I have an XFBR rule written in an assembly file in a dashboard maintenance unit that is under the default workspace, but not in the default maintenance unit.  When I try to call it using XFBR(workspace.Default.AssemblyName.BusinessRule, FunctionName,) I get an error.  If I build the same rule in a XFBR string rule under Business Rules it runs fine when called by XFBR(RuleName, FunctionName,).  Furthermore, I am not experiencing this issue for any XFBR dashboard string rule housed in an assembly in any other workspace.Is there a different syntax that is needed to call dashboard string rules that are in an assembly in default?As a note, the rule does not need any input parameters.Thanks,

Hi, I have created an admin dashboard for forecast. I want a text box that shows parameter values, but there is a separate parameter for each Scenario. ScenarioParameterForecast_MarCopyLatestActualsToFCT_MarForecast_JunCopyLatestActualsToFCT_JunForecast_SepCopyLatestActualsToFCT_SepForecast_Dec CopyLatestActualsToFCT_NovCopyLatestActualsToFCT_Dec The parameter has either value False/True and depending on the value, the business rules that are initiated via the dashboard will do different things.  The dashboard is shared between the WFs/Scenarios.How do I create a text box that gives me the parameter name and value?e.g. when I use WF Forecast_Mar I want the textbox to say: "Forecast_Mar = (Value)"December has double parameters why I need both to be shown, "Forecast_Nov = (Value), Forecast_Dec =  (Value)". Is it possible to do this using standard functionality for parameters (e.g. create a new parameter that picks the values from the others that I then link in my dashboard). I

I'm being asked to schedule an extract of the OneStream metadata.  I'm under the impression that this cannot be done using the Task Scheduler since an extract of metadata is not an option in Data Management.  Is this an accurate statement?  If this can be schedule, how so? Thanks!

How can we format the Header Row of a BI Viewer Grid (ex background color, bold, etc)? I see how to conditionally format the data rows, but I don't see anything for the header row....

Does anyone know of any information related to the new VLWDataRecord tables that are new in OneStream 9.3?There is nothing in the release notes and nothing in the documentation. Teams are seeing issues with the Data Records tool on the system tab. The vDataRecordAll View excludes those tables (and there is no vVLWDataRecordAll view at all). Has anyone tested solutions that may access data tables more directly (like FDX) to see if there are issues? Does anyone know how OneStream is choosing where to store data? It appears that some data is going to the new tables, but some data remains in the old tables.We have some nervous team members and nervous clients looking to upgrade, but unsure of the implications of this change. Honestly, I can’t blame them, since fundamentally changing the database schema for how your cube data is stored in OneStream without any information is a bit nerve-wracking. We’d appreciate any conversation related to this topic so the community has a better idea what

Hi Community, Does anyone have guidance on the parameterization of date based on the workflow that is selected. It seems that below works for only upto Sep. Wondering if there is any other parameter I can leverage off to get two digit period code. Thanks,Thomas

I have an accountant that mistakenly sent out a few packets to our JV partners. Is it possible to recall these emails? 

Hi everyone, We need to automate user creation and security group assignments in OneStream using data from an external Identity system. I have two main questions: Is it feasible to fully automate this without manual intervention? What is the best way to implement it simply (avoiding heavy middleware)? We are considering two solutions: Just-in-Time (JIT) via OIS, and SCIM. Does anyone know how we can set these up? What is the recommended "standard" approach for this? Thanks for your help! Madiha

I have tried multiple ways:Literal Perameters, Column Formatting, Data formattingto try to format GridView cells.I have some decimal data coming over.  it is formatted as $#,###,0;($#,###,0);$0I cannot get it to Horizontal Align Center, Negative Text = Red. This is really agitaitng.  Trying to align my data, show Negative Values as Red.  Thank you in advanced

Hi everyone,I’m observing an inconsistent behavior during a standard OneStream Import (Bulk Load) and would like to check if anyone has faced something similar. We just updated to 9.3 Using standard Import (no custom Business Rules) Workflow is annual Loading multiple months (e.g., 2026M8 and 2026M9) in a single execution All dimensions are identical except Time and UD8 If I load the data below, only the -430K value is not loaded into the cube for some reason,-150k and 1mil are fine. However, if I run the same load a second time, the value is loaded correctly. 4 valid rows but only 3 loaded to the cube.If I remove the other two rows and do this, the data is loaded correctly on the first attempt. 2 valid rows and all loaded to the cube.If i do this, delete the S36 for M9, M8 shows correclty as well, at the moment i include M9 with S36 if fail again. In this design, weekly granularity is implemented using a User Defined dimension (UD8), meaning that the same week member (e.g., S36) can v