OneStream Platform Forums

I'm having trouble with a dashboard I'm building. I want to display either an IS or a BS on a single dashboard frame based on user's selection. I've created a list parameter with the options "Income Statement" and "Balance Sheet". However, no matter which option I select, the dashboard only displays the IS. I suspect I'm missing a step to properly link parameter selection to switch between the two reports. I don't have much experience with multi report dashboards up to now, I've only worked on single report dashboards. Could someone help point out what I am doing wrong or guide me on how to make the report dynamically switch based on the parameter. Thanks.

I am trying to configure a data adapter through the service factory. The assembly containing the services factory is on another maintenance unit. The assembly is WsasFactory and when attempting to bring the data set into an adapter it can't seem to find that object reference to the assembly. The assembly and service factory are configured on each maintenance unit and workspace as shown: MyAssembly.WsasFactoryWhen attempting to bring it into the data adapter I have tried using...{WSMU}{MyDataSet}{}{WS}{MyDataSet}{}{Workspace.Current.WS}{MyDataSet}Yet, I keep getting this error for each reference shown above - Error processing DataSet 'MenuNavPM'. Unable to find the Workspace Assembly Service Factory class for name 'WSMU' in Workspace Is there a reference special for using the service factory between maintenance units I am missing? 

Hi everyone, My employer recently migrated from v7.4 to v8.5, and one of the new 'features' is the ability to rename journals before submission.  Due to internal processes we'd like to restrict users from making any changes to journals names (regardless of their status) as they must follow a predefined naming convention.  Based on your experience, does anyone know if this is possible?  Thanks, SERGIO

Hello ...  We are trying to output the formula for Accounts of type DynamicCalc in a cube using an U8 member named U8#AccountFormula. In this member we have defined the following: Return api.Account.Formula(api.Pov.Account.MemberId,API.Pov.Scenario.MemberID,Api.Pov.Time.MemberId) The code above only seems to work for all Accounts except type DynamicCalc Is there another function we should be leveraging? Thanks  

Originally posted by Nick Tracyis there a way that a users can see when the last load for an entity is?  Is it possible to present that in a dashboard or a cube view (cubeview would be embedded in our various internal worksheets).   This is just so during our close process someone can know look at OneStream and know if they are using the most recent data.  Sometimes management updates the GL fast and furiously during the close and OneStream may not always reflect the GL.   I would like an easy way for a User to be able to easily view when the last load was.   An example was a User knows the GL had updates at 9:30 am, requests the system to be updated, at 10:00 they "think" it is and use old data while the Admin updates OneStream at 10:07 or something (some people are impatient).  I would like them to be able to see there hasn't been any new loads since their request and so they know they aren't using updated data.  

Hi all,We have a situation where an Entity was created and incorrectly set up and contains data for period 2024M12 and 2025M3.We decided to create a new Entity and updated the transformation rules to ensure that the data loaded goes to the newly created member and not the old one.We have set the consolidation and ownership percentage of the old entity to 0 as added measure.We are now faced with the challenge of not deleting the member as it contains data.Kindly asking if it is advisable to set the In Use feature in this scenario and is there any impact that would cause.Thanks in advance.

Hello, Would it be possible for me to generate a CubeView using multiple cubes? I know it would be possible using an XFGETCELL since we have to point to the specific cube in the formula. We are currently utilizing a single cube with all the parent and base level members in our dimensions and are transitioning into 2 Cubes (1 for the summary/parent level and 1 for all base level members). Our existing reports for example A#NET_INCOME.treedescendantsinclusive would work fine in our single cube, but it may not work when we move the parent & base level members to separate cubes.

Dear community, Using Dynamic dashboard, is it possible to add completely new components from scratch ? So far, I was able to define a label with DashboardComponent function, and somehow add it to a component collection using WsDynamicDbrdCompMemberEx and adding it to WsDynamicComponentCollection . But that's it, I dont knw how to add it to my dynamic dashboard. Any hints ? Regards,

Hello, We are currently creating a series of dashboards at my team and have primarily used Chart (Advanced) components as these fit our needs the most closely. However, one limitation we have come across is that sometimes it's more fitting to have the Point Label Format in thousands and sometimes in millions. Is there a way to make the component decide which format to use automatically? I suspect that it might be possible considering you can do the following to handle negative values and hide zeros: {V:0,,M;(0,,M);''} I was thinking one might be able to do something similar for different magnitude values. Thanks in advance!

Hi, I'm trying to understand the best way to add annotations and comments in OneStream to explain variances. Last week at splash I was advised to use V#Annotation or V#VarianceExplanation.  But what I'm confused about is how do you actually get it connected to the calculated variance (red box), versus only being able to connect it so the actual reported number (yellow box).  Right now I'm using a get data formula in my quick view to calculate the variance (GetDataCell(S#Actual-S#AOP):Name(Variance)).What are other people doing when trying to provide commentary on variances?  Whats the best way to use this view?  

Hello all,I am looking to spread budget data across 12 months evenly, however my source is only designated one time.I am looking to split time into all twelve months of the year and divide the amounts accordingly. Is this possible? 

I am trying to query the data from the client source database through a Data Adapter, but it is returning this error:Is this an issue with our setup on the OneStream end or something with the database configuration on the client side?

Can someone help with creating a BR to customize scenario visibility for some entities using .NET ?I have a list of entities that don't share a common parent and want them to not be visible in the budget scenario. 

Good afternoon,Does anybody know which security setting would allow a user to delete files from their Temp Folder?I have tried changing the below System and Application Security Roles with no luck. Each time i get an error saying the User does not have permission to write to that folder.Private Sub ClearUserTempFolder(ByVal si As SessionInfo) Try Dim userName As String = si.UserName.Replace(" ", "") Dim location As FileSystemLocation = FileSystemLocation.ApplicationDatabase Dim folderPath As String = $"Internal/Users/{userName}/Temp" Dim fileTypeFilter As XFFileType = XFFileType.All Dim contentFileExtensionFilters As List(Of String) = Nothing ' Get list of files Dim objList As List(Of XFFileInfoEX) = BRApi.FileSystem.GetFilesInFolder(si, location, folderPath, fileTypeFilter, contentFileExtensionFilters) If objList IsNot Nothing AndAlso objList.Count > 0 Then For Each file In objList Try

Hi. I am using the FdxExecuteDataUnitTimePivot to pull data through a Data Adapter. My Setup now is only pulling the Names of the dimension members. Is there any way to get the descriptions as well?  My Code: Public Function ToNexusSalaryBridge(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) Dim sScenario As String = args.NameValuePairs.XFGetValue("myScenario", String.Empty) Dim sYear As String = args.NameValuePairs.XFGetValue("myTime", String.Empty) Dim sWorkspaceID As Guid = BRApi.Dashboards.Workspaces.GetWorkspaceIDFromName(si, False, "Default") Dim sRootEntity As String = "MyRootEntity" Dim cubeName As String = "Test" '# data unit dims Dim consName As String = "Aggregated" 'member name only, no dim token Dim scenarioTypeId As Integer = ScenarioType.Budget.Id Dim viewName As String = "Periodic" 'member name only, no dim token Dim entityDimName As String = "E_ELTBU"

We have a large flat hierarchy, members starting with Px_1000 to Px_9999. For example, P1_1000_27 Project 1, P5_1001 Project Yellow.... P7_9999 Project Bob. The numbers are unique (no two same number). We want a report that allows users to enter a "From" - "To" to pull back members in that range. For instance, only pull back members in the range "From" 500 To "532". Have an XFBR where I'm parsing the string, that's working, looping through and but only returning the number. The issue is that I need the entire string and description of the member. That's where I'm stuck. If anyone has done this before, would very much like know how you coded the XFBR. Thank you!

Is someone able to assist me with an alternative method for GetCalculatedFxRate on line 14 of the code below?  We just upgraded to 8.5.1 and this is no longer being supported.  In 8.2.3 it was still working.  This is a parser business rule that is being applied to a data source and calculation happening when data is being imported. '~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 'Purpose: Get Translation rate for To/From currencies on current record. ' Store translation rate in global variable to use with subsequent records for performance improvements. '~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Dim time As String = api.CurrentDataClusterKey.TimeName 'Get current time. Dim currencyRate As Decimal = globals.GetDecimalValue(fromCurrency & "-" & toCurrency & "-" & time) 'Check Global variable for current translation rate. If Not currencyRate =

Hi all,Do you know how to get the member description in a scpecific language using the Excell add-in? I suppose that it can be done using the "XFGetMemberProperty" but I can't find an example.Thank you. XFGetMemberPropertyThis function retrieves any Dimension Member property from the Member Properties tab in the Dimension Library. Note there are no spaces used when defining property name.XFGetMemberProperty(“DimTypeName”,“MemberName or Script”,“PropertyName”, “VaryByCubeTypeName”,“VaryByScenarioTypeName”,“VaryByTimeName”) As a reference when using BR: Get member description in user's culture code | OneStream CommunityBest regards,Carlos

Hi allI currently have a UD8 member to do a simple variance to actuals formula, but I was wondering if it is possible pass parameters to the UD8 member formula that this could be more dynamic? My current code looks something like this: Try 'Declare base and comparison scenario variables Dim currentScenario As String = api.Pov.Scenario.Name Dim comparativeScenario As String = "Actual" 'Define pov filters Dim currentFilter As String = "S#" & currentScenario & ":U8#None" Dim comparisonFiler As String = "S#" & comparativeScenario & ":U8#None" Return api.Data.GetDataCell("BWDiff("& currentFilter & "," & comparisonFiler & ")") Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try However, I'm trying to see if there is a solution where I could have the following: Dim comparativeScenario As String = |!Comparative_Scenario_Parameter!| Thanks,Mark

I am using a Cube View (IS) within a dashboard. The client does not want users to be prompted with parameters for selecting Entity, Time, or View. Instead, they expect these dimensions to be driven automatically by the Workflow Point of View While I’ve successfully applied WF  Time and View dimensions in the CV to align with the Workflow POV, I’m encountering an issue with the Entity dimension. It does not respond to the Workflow POV such sd WF, WFProfile, etc..  I either have to hardcode it, or use the Parmeter. Can I create a parameter that does not prompt a user make a selection?

Hi everyone, I suspect that this is fairly simple, but I haven't been able to find a solution as yet.I need to add formulas for Debtor Days, Creditor Days, and Inventory Days, all of which use 12-month averages in the calculation. The also all use the number of days in the month.Does anyone have an example of the syntax needed to include both of these?Thanks

I have some users who can't see the Map Transformation Report under the Application Reports.   I have check their POV (looks correct), can't find anything under Dashboard security.  Anyone have any suggestions as to why they can view some but not all the application reports?  The POV appears to be set properly and they can view the transformation rules other ways, so I don't think it's a security setting.  At a lost, has anyone encountered this?

I am trying to build a quick view where the Member Filter refers to a parameter but E#|!prm_Entity!| produces this error in Excel: #ERROR - The member filter contains unresolved parameters.    

Is it possible to create a dynamic calc UD8 dimension, that then filters down the members on the Account dimension at a base level? (and if so, how?) For example, within the Account dimension, I have Member A, Member B, Member C and Member D.Can I create UD8 dimensions of "Group 1" and "Group 2" where if Group 1 is selected, it filters down Account to only show Member A and Member B. And if I choose Group 2, it filters Account to only include Member C and Member D. I know this can be accomplished with an alternate hierarchy on the Account dimension but just checking to see if this can be done alternatively.  Thanks in advance!

Hi Team,I have scenario where the data is already loaded to system and now i just want to upload comments for that data. How we can achieve this to upload the comments only not entire data again with comments.Thank you..!!