OneStream Platform Forums

For starters, we're on 8.2.1.In reviewing some automation rules that were written by my predecessors, I've been trying to move away from the Harvest folder batch processing. ...mostly, because I don't want to deal with cleaning up the clutter it leaves in the filesystem.In most cases, it's trivial to switch to BRApi.Import.Process functions and I've done this successfully but I find that running the Process Cube from a BR acts a bit weird. BRApi.DataQuality.Process.StartProcessCube and BRApi.DataQuality.Process.ExecuteProcessCube both start the process just fine and the process does exactly what it should. However, both methods only start the process and immediately move on to the next instruction. I can't seem to evaluate them for failure, duration, or anything else as they both instantly and always return that they finished successfully. Question 1: Both functions seems to behave identically and incorrectly (or at least unintuitively and undesirably for me in this case.) Other than t

Hi all, I am working on the 445 calendar and 2025 started on a Wednesday so into my Actual Data dashboard I do need to load the last 2 days of 2024. I have those days in the load file but they do not show up in the dashboard.  In the CV I am using this set up: T#2025.base.remove(2025W53).  Looking forward to any tips :)  

Hello OneStream Community,I am working with a Cube View where I need to display the Income Statement data for the end of every year (December). The data should show up as the beginning balance for the January month in the subsequent year. To achieve this, I used a Row Override1 member filter with the formula T#povprioryearm12.The Cube View includes four dimensions: Entity, Division, Cost Center, and Accounts. However, I am experiencing slow loading times when the view is being accessed. it is not exporting to Excel to validate.I would like to know if there are any best practices or strategies for improving the performance of the Cube View in this scenario. Are there specific optimizations I should consider for the member filter, the dimensions, or the Cube View configuration to reduce loading times?Any advice or recommendations would be greatly appreciated!Thank you in advance!

Hi, everyone, We have a lot of confirmation rules assigned to workflow. Could you please advise is it possible to hide passed confirmation rules in order end user can see only failed/warning confirmation rules list?  

hey All, I have request to dump out all the imported source documents to a central location. Not sure if it is possible. Looking for some information on Where these files/documents are stored within OneStream is there a way to export these files using a BR              

Hi there, We need to see cube view figures which are rounded to an integer. Could you please advise how to round figures in cube view?  

I'm trying to execute a calc after an input data in a CV, when the user click in the OS default save button (giving the flexibility to use a DB, CV or Excel addin with the same CV) Is possible?

Hi, we are implementing OS at present, and this is our first-ever project in OneStream; I need guidance on Business Rules. I am not sure what business rules we need to consider after and before we import the data from the Client system to match the client's legacy system data with OneStream numbers.Thanks,Preeti

Trying to understand a little more about this instance. This message appears when trying to run a period that has no data. Some questions have emerged around:Can we customize this message? (Thinking no, it is standard OOB message describing what is happening).What is happening? Does the data require consolidating in order to be leveraged? Under what circumstances would you receive this message relating to dashboards?  

Dear Community,Since I can create a weekly calendar using a customized Time Dim, what is the "Fiscal Year Month Type" such as Fixed week 4-5-4, 5-4-4 in the time profile used for? If it is used for fiscal year purposes, how can I see the impact? I tried to play around time profile, and it doesn't seem to impact anything. Please provide some ideas. Thank you

Hi All,Let's say we have a table:Fruits (Annotation)                      Updated Fruit Value (annotation)          Price of Fruit (input numerical value)apple                                            banana                                                    $1.99banana                                        kiwi                                                           $2.99strawberry          &nbsp

I have a dashboard with a cubeview in row one and a chart in row two.  I want the chart below to change based on what the user clicks in the cube view.  I was hoping when the user clicks a new cell in the cubeview it would trigger the "Selection Changed Server Task" action but I can not seem to get a rule to run there.   Does anyone know how a BR on a cube view dashboard compoent is triggered?  I was hoping on cell selection but maybe not.  Thanks.

Hello,I have parameter a specific POV on an Excel sheet and want to duplicate it on another Excel sheet.The QuickView Option to duplicate is only available in the same sheet.I tried to copy the file and then move the sheet to the previous file but it doesn't work.Is there a solution? Maybe to copy the POV to make it applied in the new one?(I know I can parameter the default POV to initialise it via the OS app but I need to keep the POV in 'black' to fix it whatever the POV initially parameter)Thank you

Is there a way, or a best practice recommended, to point an XFGetCell formula to one or multiple members of the same dimension without adding parent level members in the dimension hierarchy? As an example, if we have entities 1 through 5, I'd like to be able to change an input cell to any combination of those and have an XFGetCell function to pull in the sum of all the data points referenced. Currently I'm thinking this would require nested If functions, but that seems like it would quickly get to an unmanageable length as the number of members grows.

Hello, I am trying to use the new menu component within dashboards. I tried using method for command type and entering in the assembly file name for the business rule. However, when doing so it returns an error message that it is invalid. I am wondering what the correct syntax is for using an assembly file within a data adapter as well as the correct method type.I currently have it as follows{BusinessRule}{DataSet}or{Workspace.WorkspaceName.AssemblyName.FileName}{DataSet} 

Hi! Wondering if it possible to build a report book that loops through a list of members, but aggregates results for a parent? If this is possible, how would you setup your loop? Can't seem to get it to work! Example: report results show the total for BIP 1226, and output the same results in a separate report for B1226, B1344, B1489 and B1490 (ideally with these base entity names in the header).    

Is there a way to have the time POV reference a cell (A1) in a spreadsheet?  User wants to have multiple Quick Views and change time once in cell A1 and it update all Quick Views in the workbook.

The client requires us that aggregation is with an average method and not summing (this condition must be applied to all dimensions). For example: Oversea and Europe are aggregating summing (UD4 members), however, the client requires that the aggregation make an average of their children. Note that in column we have metrics (account members) where we need to apply it.The result desired would be 5 %.Thanks in advance.

Hi All,We have a spreadsheet component containing two tabs. One tab has the source data derived from a Table View. The second tab has a Pivot created on the data from First tab. The Pivot Table has "Refresh data when opening the file" checked under Pivot Table Options/Data settings.The source data tab refreshes as expected if TableView output changes based on the spreadsheet component setting. The Pivot table however does not refresh automatically.Is this a known issue ( OneStream spreadsheet component vs Excel) or do we need additional configuration to make it work? 

Hello, Need help! If we import the file using 'BRApi.Utilities.ExecuteFileHarvestBatch', I need to know what folder I need to look at under Batch folder. Not sure which field I need to look at in this table(StageArchivesInformation) to locate the right folder under Batch in OS. Any help will be appreciated. JC

Is there any way to get a superscript for a footnote in a cubeview row header?  Ex: Interest expense1  

Hey all, Since Onestream 6.6.0 there should be the option to trigger a Submit Workbook with VBA using SubmitSetXFFunctions. However, I can't get that to work. We're using Onestream 7.0 and the following VBA-code:   Sub SubmitWorkbookToOnestream() Set xfAddIn = Application.COMAddIns("OneStreamExcelAddIn") If Not xfAddIn Is Nothing Then If Not xfAddIn.Object Is Nothing Then Call xfAddIn.Object.SubmitSetXFFunctions End If End If End Sub    If I run this I get an 'Object doesn't support this property or method' error. What am I doing wrong?

Has anyone written a complex expression that takes a date as an input, and determines the period associated with the date, when periods are not based on calendar ends (for example, 4-4-5, or 5-4-4)?There doesn't appear to be a BRApi function for this, but perhaps I'm missing something. Absent a function, what techniques are recommended?Thanks!

I'm trying to lookup the users in a workflow execution group so I can e-mail them when the harvest batch process runs successfully. Below is the code I'm using to try and lookup the users within a workflow execution group. The problem is I don't know what to put in the "WorkflowGroupType" as Integer argument.  I know that any number between 0 and 1249 will allow the function to run, but putting 1250 will error the function. I created a loop just to see if I could get any of the valid values to return something and didn't have any luck.    Has anyone been able to successfully do this? Thanks!

Hi, this was already asked in an old post, but there was no solution given.Where is the Workflow Audit information (like the one in the picture) stored? For context, I know that Lock History information can be retrieved using the WorkflowLockHistory Data Adapter method, and it's also stored in the WorkflowLockHistory application table.However, I'm having trouble finding the Workflow Audit information that isn't part of the Lock History. Specifically, I'm looking for details on who performed each workflow step, which is displayed in the workflow audit window but not returned by the WorkflowStatus Data Adapter method. Can anyone provide guidance on where to find this information?