OneStream Platform Forums

hi All, I need to upload data into the new scenario Plan with 5 years and would like to load data in parent membaers (Entity, Account and UD1), I'm using the scenario property "Allow input into Aggegated Consolidation member" but I think that this property is for another purpose. I'm coming from EPM Planning where it could be possible and many people told me that uploading data at any level is possible but cannot find any example. Could somebody help me? Thanks in advance and best Regards. Mario Guerrero

I am the admin for the application. I dont find any button to closed/reopen workflow at v 8.4.1. BUT we do have a workflow closed without any reasons and I cannot reopen it.Anyone have any ideas on this? Thank you.  

Hi all! We're looking at creating an integration from Workday for automatic maintenance of our Entity dimension - including new member creation, hierarchy creation and movements, and text fields updates. Wondered if anyone else is doing something similar? Is it a complex integration, does it seem to work relatively seamlessly? Any best practices to share? Thanks in advance!  

I am trying to load stage data via Excel and having an issue I am not sure how to fix.  I am loading data, including for attribute values 1 and 2 (AV1# and AV2#).  However, if there is a zero in either AV1 or AV2 the row is suppressed, even if there is a non-zero value in the other attribute dimension.  Is there a way around this behavior with a special token I can add or some other change?

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.

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.  

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

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?

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..!!

Hello,Is it possible to add dynamic calcs (UD8 member) into an XF doc powerpoint? I am trying to create an XFCELL that uses a variance member in UD8. However, I keep getting 0 as the value.Also, is there a way for a user to see the settings/parameters once an XFdoc is downloaded from OS? I saw an example in GolfStream, but it's only the final document (or appears to be).Thank you!

HowdyI want to apply a Zero Suppression Threshold (of 1,000) in a Cube View for a specific column.However, the Account in my column is a Dynamic Calc. The suppression isn't working at all, can someone confirm if Zero Suppression Threshold is only available for Stored Data?If it is only available for Stored Data, is my best option to use a Member Formula instead of a Dynamic Calc? I've tried using Cube View Math as well but I get the same result as using a Dynamic Calc.Thanks in advance

Hello! I'm trying to import a SharePoint file into OneStream using a business rule. I've not found any documentation/comments which are helpful. Does anyone have any ideas on how this can be done?  Thanks! 

Hi Everyone. I wanted to see if there is a way to obtain the entities that are under another one but with a filter, like the following: E#|!PerformPnL_Entity!|.TreeDescendantsInclusive.Where(Text1 StartsWith M_ and (HasChildren = True)) I want to do this in a BR, but I am not sure exactly how to do it or if it is possible, since GetBaseMembers brings all of them and I would like to filter it first so that there are not too many entities to verify. I would appreciate it if you could help me with this question.

Hi,Is there a keyboard shortcut (like CTRL + R) to refresh the page in data explorer?We have reports which runs with parameter and we would like to know if there is any keyboard short cut to call parameter pop pup or refresh page?