OneStream Platform Forums

hi team, I hope you are well. I'm creating a book with Word and PowerPoint files but the Powerpoint shows an error and the parameters are the same in both files: If I select the file on OnePlace is running opening PowerPoint application. here is the error: Value cannot be null. (Parameter 'buffer'). User Interface Stack Trace:at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(MethodInfo targetMethod, Object[] args)at generatedProxy_6.StartGetFile(SessionInfo, FileSystemLocation, String, Boolean, Boolean, Boolean, Dictionary`2)at OneStream.Client.Api.Wcf.FileExplorerServiceReference.FileExplorerServiceClient.StartGetFile(SessionInfo si, FileSystemLocation fileSystemLocation, String fileFullName, Boolean include

tldr: What's a performant, reliable way to determine a member's parent within a given hierarchy?I have been developing a custom extender rule to automate OneStream metadata updates based on our master metadata source. One of the last remaining tasks to solve is how to correctly execute member moves. As OneStream can have a given member exist multiple times in the same dimension, the only way to execute a move in OneStream is by specifying "move from parent A to parent B." Parent B is quite easy to determine as our metadata source provides this information per-hierarchy and does not allow duplicates but it does not tell us parent A, or even if there was a move at all. This means I have to validate that the specified member 1) is under the same parent that our metadata source says it should be and 2) isn't anywhere else in the hierarchy. However, in OneStream, I know of no way to query the parent(s) of a member but only those within a specific hierarchy. I've never needed to do this in a

Hello all, I need to verify and confirm the method of choice to set up an NS to OS 8.5 integration WITHOUT the SIC in play.Here is what I have uncovered thus far....A SuiteAnalytics Connect is being considered via ODBC so OS can pull data from NS.  I read a few things about this.  One is that a BR would be set up in OS to call on a SuiteScript in NS initiate the data pull.  Now, the missing piece is how to set up the connection in OS if there is no ODBC installed.  Another thing is that SIC would not be needed.I also perused a blog that stated that Support can set up s direct connection to NS from OS, provided they have the NS info.  Can anyone please confirm this approach?Rest API could be leveraged but looking for an alternative. Any input would be greatly appreciated.Thanks,Ed P 

Hi Team, How does XFGetMemberProperty works in Excel AddIn? The fields in the formula I have are - MemberNameorScript PropertyName VaryByCubeTypeName VaryByScenarioTypeName VaryByTimeorTimeDimProfileName I want to pull the properties for Text 1 to Text 8 from OneStream Production for Entity, for different Time Periods like Default, 2023, 2024 and 2025. Now the properties I pulled at Default are giving correct result. But when trying to pull at year level like 2023, 2024 and 2025, I am not getting the correct data. It is only showing the data present at Default. But in OneStream Prod, I do have data in 2023, 2024 and 2025 for the Text Tags. In my formula, I was setting VaryByTimeorTimeDimProfileName = "2023". And so on for 2024 and 2025I am getting the same thing for XFGetMemberPropertyVolatile formula as well. In OneStream my year values are stored in 'Stored Property Value' Can someone please help me here ?

This is the layout of my CVI'm using an XFBR in rows (and columns); the rules for each scenario are different; how do I get the context from the columns?In other words, when the scenario is Budget I want to apply specific rules for that scenario, same thing for Actual. This would be the script:   Namespace Workspace.__WsNamespacePrefix.__WsAssemblyName.BusinessRule.DashboardStringFunction.REP_ParamHelper Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As Object Try If args.FunctionName.XFEqualsIgnoreCase("GetAccount") Then //Do something End If End Function End Class End Namespace 

Hi,We are currently using a Dashboard that allows admin to remove users from Security groups. I would like to enhance this functionality so that approvers, rather than admins, have the ability to remove users from security groups.Currently, the system security roles under the " System tab" are set to "ADMIN" by default for the "Manage System Security Groups" setting.Unfortunately, we cannot make changes to these System Security roles due to the large number of approvers across various groups.Could you offer suggestions or guidance on how we can implement this enhancement effectively?Thanks in advance.

Hello everyone!I require some assistance regarding the following objectives that I have in mind for this cube view.Showing the monthly data input cells (which I have done), along with the total sum of all the months in the year.Getting a percentage by using the monthly data / current year.Currently, the Amount 227.00 under actuals - 2025 column is a member filter under rows/columns whereby i use getDataCell(CVC(Col, 1) + CVC(Col, 2) .... CVC(Col, 12)) which I know it isn't the best idea. But I want the column under 'Total' to show this amount and with this amount, I will calculate the percentage in the next table.For example, on the 2nd table (green cells), on row ACTYPE001, when the user click calculate, the answer should be 1/227 x 100 = 0.44% at Jan 2025, 2/227 x 100 = 0.88% at Feb 2025.Please advice on how I should approach these issues or any improvement or suggestion I should be doing.  

After having read a lot of this superb forum to discover OneStream, I'd like to ask you my first problem that I haven't managed to solve. I'd like to forecast sales for month M in relation to actual sales for month M-1 (if imported), or alternatively the M-1 budget, to which will be added management sales. If I perform this calculation in the view cube of the child entity, it replaces the actual M-1 with the budget when the actual M-1 does not exist (not imported).If I perform this calculation at parent entity level, entities with no M-1 actual are shown at €0 and not at the amount of their budget. I therefore end up with a sales figure that has been reduced by the number of companies that did not report sales in M-1. In my forecast calculation UD7, I was thinking of looping through each base member so that the condition calculation (if the actual is absent then takes the budget, otherwise takes the actual) so that the forecast sales figure displayed corresponds to the sum of the indiv

Hi everyone, I'm currently working on a Cube View and would love some help with setting up conditional formatting based on a comparison between two columns. Specifically, I’m trying to highlight in red any cell in the “Actuals” column (Actual CPK @ ACT 2024 rate, Jan 2024) where the value is greater than the corresponding value in the “Cost per kg” column. To give you a clearer picture, I’ve attached a screenshot showing the layout I’m working with. The "Cost per kg" values are budgeted figures, and I'm comparing them to actuals from 2024 to identify any overages. I’d like the Cube View to visually flag these instances, so they stand out during reviews. Of course, the numbers in both columns are exemplary. In the rows I have different Entities.  Has anyone done something similar or can guide me on the best way to achieve this? Thanks so much in advance for your support!        

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,

Hi All.Is there a way to exclude entities that do not have a Text1 from the following? E#XFMemberProperty(DimType=Entity, Member=|!PerformPnL_Entity!|, Property=Text1).Base or E#XFMemberProperty(DimType=Entity, Member=|!PerformPnL_Entity!|, Property=Text1) Since I have that in my data management and it shows an error if it does not find Text1, I need to exclude those that do not have Text1

Hi, I am building out a Trend report by year and by product, so I have Jan-Dec along the columns, and then 2022-2025 for each product type by row.  My problem is that because i'm viewing this in V#Periodic, when I run the report for March 2025, April's balance shows up as the negative YTD balance for 2025.  Is there any kind of conditional formatting I can use that says something like "If the intersection of month and year in the cube view (in this case, April 2025) is larger than the Time POV parameter selected when you run the report (March 2025), then change the text color to White so it doesn't show up?   

I am looking for different options to do Constant Currency. 

Having the option to disable the "Load" button and only show "Load and Process" on the WF step would help when we add a rule in the process step that needs to be run every time the user uploads a file. This would reduce the risk of a user clicking Load and not Process, which is important for our operational planning teams to avoid data being missed or incorrect because a calculation or rule was not completed.

Does anyone have a business rule that will send you an email notification when the SIC goes down?Or does anyone know if this is possible?

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        &

Need some ideas on how to out bound files from OS shared folders to a network driver using UNC through SIC (we are upgrading to 8.2 from 7.3). We have SFTP through SIC works already, however, this specific process cannot be replaced by SFTP at this time. I have seen discussions and recommendation about inbounding through SIC only.

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

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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? 

Hello all,I've written a Member Filter Builder on A#IncomeStatement.Base.Where(AccountType Contains Revenue).  A second one for Expense too. I am now trying to sum those rows and cannot seem to get the math logic to render. Any advise out there - what am I missing or not considering? Columns are Entities, not row/column sharing, and the number of rows are extensive.I've tried the following and cannot seem to get it right:GetDataCell(CVR([TB_Rev])):Name(Total Revenue)GetDataCell(A#IncomeStatement.Base.Where(AccountType Contains Rev):NameThanks in advance for your help, 

Hi, In our application account dimension member formula field is freeze so unable to see the formula its under Vary By scenario Type and Time and don't see member formula in any of member formula from 1 to 9, so is there any way to track member formula of this account?

hi all, I just want to confirm the tool's approach: If I have a foreign entity (defined as EUR), can I post a journal entry directly to USD (Translated), and it won't be overwritten by the built-in currency translation? (in other words, it won't just overwrite translated with whatever is in local?) Or is there something else I have to do to accomplish a USD journal in a non-USD entity?

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