OneStream Platform Forums

Hi, I'm trying to create a form with set of accounts in rows and column should be for adding the adjustments. Here, I do not required to pull any data from the cube. Instead I have to update the adjustments based on the scenario selected. This should be a separate form where the adjustments data should not update the existing forecast data. POV:             Parameters in POV are defined to pull the accounts accordingly. Rows:  Columns: Issue: I couldn't get the form with editable fields. refer screenshot below. FYI: Can Modify data for Column is set to 'True'  

Hi everyoneWe recently upgraded to OneStream version 8.4 and are generally enjoying the experience.  I do have a question that I would like to pose to OneStream and the broader community.  Within the "Fixed Issues" section of the version 8.4 release notes there was the following:What was this intending to resolve?  We have seen an issue when we try to connect to both the OneStream and EPM excel add-ins to retrieve data from both systems.  When logging into the OneStream add-in, we get the following error message.  The solution has been to disable the EPM addin, close Excel, relaunch it, login to the OneStream addin.  Once we've done that, we can reenable the EPM addin, login to that, and then we are good.  Until the next time.Our hope was that setting the add-in compatibility filter to true, as shown below, would resolve the issue we are seeing.  Unfortunately that is not the case.   I'm looking for any advice or detail on fix in t

Hi, all, Could you please advise why we need to add each base time dimension member on Transformation Rules table when source and target base time member are the same?   

As you can see I'm not even sure how to title this post. I have a user from a sub who has asked whether there's a way to create a popup message to the individual trying to import data if they are loading to an incorrect (but viable) intersection? I've been asked similar questions in the past about creating popup messages.  I assume there must be a business rule we could create but not sure if such a thing would be possible during an event like importing data. Thoughts anyone?

Hi, I have a use case to format V#Annotation text fields in a Cube View to Red when it's blank, with Entity in CV rows. I'm using a Literal parameter, and using the XFBR to return "Background=Red" for the purpose. The issue I have is that I cannot seem to get Entity from Cube View to use in XFBR. Since Scenario and Time are tied to Workflow, can get those with no issue. Below is my code section to get Scenario, Time and Entity, but Entity is null when I checked inside the XFBR rule. string wfSceanario = args.SubstVarSourceInfo.WFScenario.Name;  //works string wfTime = args.SubstVarSourceInfo.WFTime.Name;  //works string currEntity = args.SubstVarSourceInfo.PovMembers.Entity.Name;  //doesn't work   Anyone has advice on how to get the Entity name used in Cube View Rows, in my case? Since Entity is not passed, all my cell rows are Red now.    My Row definition in the Cube View: Appreciate the help!

Edit: Have determined that if I remove a column from the BI grid view and then replace it, data will populate the component again. Still don't have a reason or fix for the issue.    Hello, I have a BI viewer that works fine in the initial setup/shows data pass through. I will run the BI in a dashboard once and it will also work correctly. If I run the dashboard again, it stops displaying data. I checked and my data adapter functions as expected, and if I delete the BI and make an identical version it will also work initially in the BI Viewer component once and the dashboard once.  The viewer operates off of two combo box member lists, and I've confirmed that those update my dashboard data set rule when I refresh my dashboard.  If anyone has any input on this situation it would be much appreciated.

Hi all,   Here's the situation: There are several CV with the same accounts as rows (CV1, CV2, CV3, etc.) that have slightly different columns. For each main CV, it's needed to drill down until arriving to the base. Would it be possible to set a navigation CV to a common CV with dynamic columns so that the CV can adapt to each main CV? I would like to avoid creating a CV set for each main CV.   Thank you

Hello, I'm learning to use BI Viewer, is there a way where I can drill down the entity dimension from region to base level? I've tried different expansions and I either get only regions or everything and when I try to drill down the region, it just gives me the region again and not the base entities that make up those entities. Thanks, Will

Is it possible to place a restriction on a scenario member to prevent data write via XFSet? This would prevent data load via XFSet for Actuals (so the workflow can't be bypassed), however would allow data send via XFSet for budget / forecast scenarios. Would appreciate any input if other users have dealt with this issue in the past.  

Hello, We experience performance problems when we try to export Onestream data for insertion into a third-party system.For 100 entities and 12 months, processing takes 20 hours and is often killed by the system.Apparently, it's the dynamic accounts that take up a lot of time during extraction.Do you have the same problem and what are the solutions to optimize the export?Thanks

Hi,  Has anyone created an intercompany report by entity? I'm trying to use the vstagesourceandtargetdata table - is there any documentation with descriptions of the table's columns? Thanks!  

Hi Everyone,Has anyone worked on establishing an SFTP connection in extensibility rules using a PPK file? I am currently facing an issue where, despite setting the SshPrivateKeyPath property in the session options, I receive the error: "No supported authentication methods available (server sent: publickey)."Any insights or solutions would be greatly appreciated.Thank you,Mithun

I’m working on a Drill Back Dialogue in OneStream that uses XFDataTable, and I need to display a sum total row at the bottom of the table, similar to how it appears in a Drill Down. Currently, my Drill Back table retrieves and displays data correctly, but there’s no built-in option to show a total row. I’d like to dynamically calculate the sum of a specific column (e.g., Amount) and append it as the last row in the table. Has anyone successfully implemented this? Would this require modifying the Business Rule handling the drill back or is there a UI setting that allows this? Appreciate any insights or sample code. Thanks in advance!

Where do I find documentation for the function "XFMemberProperty"? The best I've found is the Design and Reference guide. But it just asks you to refer to the "Samples tab in the Member Filter Builder."    I spend a lot of time poking around by trial-and-error,  before I am able to figure out what property names are valid.  In the cubeview editor experience, the property names aren't easily "discoverable".  Nor does it validate your expressions until you execute the cubeview.  So every time you make an invalid guess at a property name, it can cost you a significant amount of time, (depending on how quickly you can fill in the report prompts, and how long it takes for the cubeview to be rendered.)  

I have a custum tree hierarchy with multiselection,  It looks like this  Is there a way to format this component to open like this:  

I had multiple, fully functioning quick views in my excel file.  Once I saved my excel file and reopened, OneStream no longer recognizes two of the quick views.  The name manager in excel still has the values associated but OneStream is not recognizing the ranges.    Has anyone else had trouble with this?  Is there a way to quickly restore a complex cube view without starting from scratch?   Thanks, Sean

Hi, I've been looking into the audit trails for O#Forms and O#Import data. The audit trail for O#Forms data seems to be in good shape, with changes tracked in tables like DataEntryAuditCell and DataEntryAuditSource.For O#Import data, I've found some audit information in the staging area tables, such as StageArchivesInformation and vStageSummaryTargetData. However, this doesn't cover everything - for example, it doesn't account for data that's been imported but not yet loaded into the cube, or data imported using a business rule.Is there a way to get a more complete audit trail for O#Import data, that focus on the Cube data rather than Stage data?

Hi Folks,We have 12 forecast scenarios and 12 FX rate tables for each FC scenario.When we update the FX Rates in one table, it's upsetting the status in all other Forecast scenarios, but not Actual.We don't want other scenarios status getting affected when ever FX rates updated. and there is impact status rules exists in our application.Appreciate your advise. Thanks  

I have a cubeview with 1 Row = A#NetIncome.TreedescendantsInclusiveR. I would like to have the accounts collapsed, so that the report doesn't have all the accounts/rows expanded.I have set RowExpansionMode = CollapseAll, but it did not change anything and all rows are still expanded. Am I missing some other configurations?

Does anyone know if you can create an Excel spreadsheet from Business Rules? I do not mean a csv file - I need to create multiple sheets. The OpenXMLBuilder object doesn't seem to have anything with writing files. I don't want to use a third-party object as that would require an installation or download. Thanks for any suggestions.

Hi, We're on 7.4.  Is there a way to extract a posted journal from one application so that I can easily load it to another application.  This would be super useful for investigating issues.  At present, we can easily find imported data files, and load these into our test app. But I can't see any way to extract journals in the same way.  The only options seem to be extracting a .csv file,  which has the information but is not formatted in a way that can be loaded again.

Is it possible to format point labels in the BI Designer, in terms of text color and outline? For example, I'd like to remove the outline around the label, make the text bold and color black. Thanks!  

Originally posted by Francisco BassolsHello, I am trying to create a report showing the audit trail of which users performed specific actions, as load data, process cube, certify steps or lock/unlock a period from the workflow. While the dashboard "WF_WorkflowStatus_RPTAR" (from the administrator solution tools) but it only shows the status (e.g. Completed, Locked) but there is no trace of who performed the lock action. I've looked in the tables "TaskflowStepLog" and "WorkflowLock" from the application database as in the tables "TaskActivityStep" and ''TaskActivity" from the os_framework2 database, but with no luck.  Do anyone knows where to find this information or could provide some guidance on it? This kind of information is sometimes requested during audits and would be handy to be able to retrieve it from the system. Thanks in advance, Francisco

Good DayI would like to know if it is possible to extract a table out of a DEV onestream app and then upload that table in a UAT onestream app? If not, are there any tools on marketplace which can assist in doing so?RegardsRehaan

Hi all, I am trying to upload data to the text field Text3 in a UD2 dimension. I have been looking around in the available functions in the OneStream excel add-in, but I am not sure which one is the best for this. I tried the function  XFSetCell, however this function saves data to the amount field based on the Parameters supplied. I only need to upload a string of text to the Text 3 field of a UD2 member: Thank you all for your help!