OneStream Platform Forums

Our RCM Admin (not local) doesn’t have permission to update the reconciliation attributes. I read that it depends on her workflow access. Is this correct? Will she need to be a member of all of the workflow maintenance groups since she needs to be able to update any reconciliation attributes? If so, is there an easy way to add RCM Admin to all workflow maintenance groups?Thanks! 

I installed the wrong Excel add-in on my new computer (7.0.1 when our tenant is only compatible with 6.6.0 or lower). Now, when I open Excel and try to logon, I get the below error message. I have figured out that if I manually disable the OneStreamExcelAddin.XFFunctions and completely close out of Excel then, when I restart it, I'm able to logon. The annoying part is, if I forget to disable it and close out of Excel, the next time I use Excel I have to go through that whole process of saving and closing all my workbooks, disabling the add-in, restarting Excel, just to use the add-in. I'm thinking there must be something leftover from the previous install that is causing this and I've tried to completely wipe everything from the initial install before installing the correct version but to no avail. Has anyone else experienced this and know what steps I can take to remediate? (I should also note that I made the same mistake on my old computer and had the same issue, so this does not jus

What I think might be a useful setup option would be to have the ability to right-click any existing Workflow Profile and have OneStream build a Workflow Template from that Workflow.Often we’ll build out one Workflow and test it the way we want it to work, which is more difficult to do with the current Template process.  Being able to “go the other way” and create a Workflow Profile that we like and turn it into a Template would save a lot of time.

Hi, We are currently attempting to exclude a specific entity from the main consolidation process for reporting purposes. This entity is no longer within scope, but we would like to keep it in its current position in the hierarchy to preserve historical data. We also need to continue importing data into this entity for reporting purposes. Our objective is to set the consolidation percentage to 0% so that it no longer consolidates going forward. After updating the Percent Consolidation to 0%, we are not seeing any impact. The entity continues to consolidate in the application. For context, the Ownership Type is set to Full Consolidation and the Consolidation Algorithm Type is set to Custom. Is this expected behavior? If so would you have any workaround solution ?Thank you for the feedback and help!

Hi folks,My suppression in my cubeview doesn't work. If I turn on any suppression (including 'invalid') the cubeview returns blank (no rows at all). It's a cube that's been loaded with dynamic data services and the data is showing as NotStored. I wonder if that could be the cause? Anyone else observe this or have any tricks? I've tried every combo of suppression option I can think of... I'm surprised it would return nothing even with only 'suppress invalid' checked..

Hello all,I have setup a dynamic cube that sources data from a table and creates dynamic dimensions as well.Works like a charm, but I have been playing around with the refresh times. In our use case, the users would input in a register → review data from dynamic cube in cube view (Using filters, etc) → back to register to make changes. Some pros/cons in this caseSetting a time for when the data and dimensions are updated would mean they had to wait for updates.Letting it run for every time the user updates the cube view, means that every filter change etc. would also trigger. Meaning a lot of unnecessary updates. Anyone has come up with a way where a user can push a button that then triggers a rerun of dimensions and data? This way, I can rely on cache when they are navigating the cube view, but they can actively request an update, when they have made changes.​@JackLacava, Thank you for a great presentation on the tech talk, really good stuff. There you also mention that there are solu

Hi all, I am working on the Extensibility Rule to automate the Import/Validate/Load/etc. steps of a workflow, so that when the rule is called from a data management step it executes all workflow steps for a given workflow.The first step of the workflow is a Workspace containing a dashboard, and the second is an Import step (we are using a direct connection).The rule works generally fine, but the Import step randomly throws the following error:"Cannot execute step because the prior workflow step is not completed...Source code: line 0, method ParseAndTransform"This happens maybe less than 10% of the times, but it is annoying because I cannot understand the reason for it, since the Workspace step which precedes the Import step should always be completed since it is completed by the Extensibility rule itself.These is an extract from the rule of how I complete and immediately after process the Import:Dim CompleteWorkspaceWFInfo As WorkflowInfo = BRApi.Workflow.Status.SetWorkflowStatus(si, w

Hi everyone, I have a question regarding confirmation rules - is it possible to run confirmation rules from outside a workflow via a dashboard button or some other method? Some of our users who would like to see the status of their confirmation rules without having to complete the form and workflow. Currently, they have to mark all forms as complete, complete the workflow, and process the cube to see confirmation rule status. Then, once they see which rules are failing, they have to revert the forms workflow, then revert individual forms - it seems like a lot of extra steps. The forms nodes on our workflows are set up as "Form Input, Process, Confirm, Certify". One possibility we've considered is a dashboard where users can click a button that runs the confirmation rules for their current workflow, then return the status of those rules in a grid view, all without having to complete the forms workflow. I've created a grid view to show confirmation rule status for the currently selected

HiI have data adapter that calls BR code with FdxExecuteCubeViewTimePivot, which calls a CubeView. My question is how do I pass the variable (Time dimension) from data adapter to CubeView?I am using FDX to improve the performance.Thanks in advance,PM

Hi OneStream team, Is it possible to use the derived output of formula 1 to be used by another formula?Is it also possible to migrate formulas to another application instead of recreating them? I tried extracting the whole workspace, however, it does not override the formulas. Also, when filtering register grid, will it possible to view data or filter for all pages?For instance, I have 10 pages and I filter cost center, it should filter the values from page1-10.Currently, it can only filter within the same page. Thanks for the assistance. :)

I am looking for suggestions or shared experience on connecting the close calendar / close map used in Task Manager with RCM / Account Reconciliation due date logic.In our OneStream application, Task Manager already uses a close map based on the corporate close calendar and workday schedule. I am trying to understand whether that same close calendar logic can be leveraged or referenced for Account Reconciliation due dates, instead of maintaining separate due date logic manually in RCM.I am still investigating whether this is driven by configuration, business rules, underlying tables, or another design approach behind the scenes.Has anyone successfully connected Task Manager close calendar/workday logic to RCM due dates or reconciliation timing? If so, I would appreciate any guidance on:Whether this was handled through configuration or custom business rules Whether Task Manager calendar information can be referenced directly by RCM Any limitations or maintenance concerns Recommended des

Hi OS Community.  has anyone encountered this error when logging into OneStream? "Another user is already logged into the application on this client. That user must log out of their external identity provider before you can log in." I ran into this issue today with a user and wanted to see if anyone has experienced the same thing and found a fix.  Any help or suggestions would be greatly appreciated. Thank you! Edit: I found a similar post from past [ Unable to Login into OneStream]  where it was suggested to log out of the organizational SSO account, but just wondering if there's a permanent fix or root cause of this.

Hello everyone,We currently have a data import from Oracle that retrieves data from the active workflow entity.We would like to be able to schedule an import via the OneStream calendar for all of our companies; however, the data retrieved from Oracle always corresponds to that of the active workflow entity.Example: Import workflows selected in the calendar: E10, E11, E12…Import workflow names: E10_Import_Oracle / E11_Import_Oracle / E12_Import_OracleWorkflow displayed to the user: E10During the import, the stages of these three workflows all contain data from E10, which causes the transformation rules for E11 and E12 to fail, but not for E10.How can I retrieve the name of each workflow being used for the import so that the script can send the entity code to Oracle via the API?During the E10_Import_Oracle load: API script = requests data from entity E10During the E11_Import_Oracle load: API script = requests data from entity E11…Thank you for your help

Hi all, I've been playing with this feature for a bit and it would appear that if you've made a cube view connection to a CV that contains parameters based on "Member Dialog", those parameters don't seem to work as expected. The resulting worksheet does create a space for those parameters but in the cell where you would select your member, there is no dropdown available to open and choose.  The cell is completely blank.  Upon refresh, I am prompted for those member dialog parameters but even the result I choose is not returned to display on the sheet.  Doesn't seem to be any issues if the parameter is based on a Member Filter. Am I doing something wrong or is the use of Member Dialog parameters in Excel add-in simply not possible?  There is nothing in the existing documentation that I can find that discusses this. Attaching a screen capture of the Excel results:  

Hi everyone, We're looking into the Allocations Management solution in OneStream for SG&A allocations and wanted to see if anyone is currently using it. If so, we'd love to hear about your experience. How has it worked for your allocation processes? Has implementation and maintenance been manageable? Are there any limitations, challenges, or lessons learned that you'd be willing to share? Thanks in advance!

I am trying to figure out how to make the Header Format in a Cube View connected through Excel the same as the formatting when running the Cube View in Data Explorer. When I run in Data Explorer, I have a row that displays correctly as “11-50”, which is the member name description. But in Excel when I run the Cube View, that row displays as “Nov-50”. Is there way to get that to display as “11-50” when viewing the Cube View in Excel? 

If I build a cubeview that contains the desired POV and functions on its own, using FdxExecuteCubeView seems to work great. However, there is no documentation available on actually using the FDX functions and I can find no functional examples of how to pass the various filters/members from the FdxExecuteCubeView function to the cubeview it's actually calling.For example, I can enter T#2022M10 as part of the POV for the cube view and then FdxExecuteCubeView will create the table. However, if I pass the timeMemFilter a value of T#2022M10, I get no data. It seems obvious that I need to put something in the cube view POV to tell it to use this value but there's no indication of what that might be.Am I missing something obvious here? Is there some missing documentation or fundamental functionality that I'm unfamiliar with?

Does anyone know if it’s possible to adjust the time zone within File Explorer? The Time Created and Time Modified columns show the time stamp in UTC time, and we’d like it to display in EST. Is it possible to make that change and if so, can anyone tell me how/where?  

Hello OneStream team,As part of IFRS 18 implementation changes, we have the following requirement.Separate P/L reports needs to be maintained as per IFRS and Non-IFRS.  Separate S/4 Account to OneStream mapping needs to be maintained as per IFRS and Non-IFRS .For point no 1, we are planning to create alternative hierarchy in OneStream and share the base accounts. based on alternative hierarchy, separate report will be created as per IFRS and Non IFRSFor point no 2, is it possible to create a separate transformation mapping rule based on time. for eg. upto 2025 period 09, it should follow the mapping as per old mapping and effective from 2025 period 10 it should follow as per IFRS.Please advise if there is any other solution to this.Regards,Gaurav

The newest release (9.1) of OneStream introduces the Alias property for just about all of the dimensions.  The only place so far where I have found the Alias as being useful is in search.  I have not been able to figure out the correct syntax to be able to use the alias in Cube Views, Quick Views or any business rule.  My guess is that we are going to have to create a custom business rule that will allow us to call the Alias name and present in a viewable format. Does anyone have an example of where they have been able to display an Alias value in a Cube View or Quick view instead of displaying the default member name and/or description?

Dear all, We have a case in which the client needs several copies of the same CV in excel, but having different parameters (selecting an account node) for each CV. Is it possible?We know that defining the parameter internally in an excel file helps to avoid asking for that parameter again.We tried to put 1 CV connection per sheet and one parameter per sheet, but it seems that only the 1st parameter is read and then updates all CV connections following this 1st set parameter. Do you have any idea how to deal with this in order to keep different parameters for each CV connection?Thank you for the help.Best regards,Carlos

I have a requirement to build a Cube view with 4 Years of Forecast Periods (48 Months) in rows comparing the Current Month Forecast and Previous Month Forecast (Scenarios in Columns). There is various UD Intersections exist for this comparison (Region-Cost Center-Customer-Product). I am seeing significant Performance degrade when I have the Time members in Rows. Report takes very long to render. Are there any tips and techniques that anyone could suggest having time members in rows with improved render time? Or is this not a good practice and should be avoided?

Hi everyone,I’m trying to look for .so file setup for SAP Connector (RFC Connection). In the document, only the DLL setup is specified and nothing regarding SAP sitting on Linux. Is there any documentations that I might have missed? I couldn’t find anything related to Linux.Thanks,Thomas 

Is it possible to get the current WF POV in an extender business rule?  Would anyone have an example of doing this? Thanks,Scott

I have a workflow step that loads to BiBlend.  Workflow Name set to Blend.I am trying to use a DM Job to call a Extender Business Rule to execute the load, so I can schedule a DM Sequence.I call the Business Rule from a DM Job and pass in osPeriod = 2026M8 and wfName=Labor_Actual.HC_Load_BIBlend.Scenario is currently hardcoded into the rule and is set to “Actual”I think I have narrowed my issue to a missing scenario key.  I am using this command in the rule   BRApi.ErrorLog.LogMessage(si, "Cluster ScenarioKey=" & wfClusterPk.ScenarioKey.ToString) and it is writing a 0 to the log.  The time and wfprofile keys are writing to log.  Here is a section of my rule.  The three parameters are listed in the text above, I did not want to lengthen this post unnecessarily.----------------------------------Dim wfClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfName, scenarioName, osPeriod)BRApi.ErrorLog.LogMessage(si, "Cluster ProfileKey=" & wfCluste