OneStream Platform Forums

Hello,  Can the Excel format be set on the cube view so that the header font can be underlined, for example?  New Product Analysis instead of adding a guideline for the entire header cell?

Hi Everyone. I have a question about how I can assign the entity that appears in my Calculation Definitions to my assigned Data Management Step. Currently, I have it set to E#Root.WFProfileEntities, but since I have it in a Profile that does not have entities assigned (because it is a Profile where I want to mark all my WF as complete), it gives me an error when I try to use it from there.  

how can i retrieve the WF (year-1) M12 in CV column?  example: WF year: 2023, 2024, 2025 CV column time parameter: 2022M12, 2023M12, 2024M12

how can i change the Is IC account parameter to true from 2025?  for historical data it should be false

I have captured journals at a base entity on C#OwnerPreAdj . When I process the cube, the values do not get consolidated. I have to run a Force Consolidate for the result to come through on reports.  I have set my cube settings for Calculate OwnerPreAdj if No data to True.  This is on Onestream Version 8.4.

Hi Everyone, I'm designing a form where I display accounts in rows and columns header like Beg Bal, End Bal, Variance, etc. In the rows, I've configured a member filter as follows, which pulls all accounts under the PREPAY hierarchy, but excludes A#150123: A#PREPAY.Base.Remove(150123):Name(|MFAccount| - |MFAccountDesc|) This works perfectly, as it displays all the accounts under the PREPAY hierarchy except A#150123. However, when I try to display the total, I encounter an issue. I'm using the following member filter to display the total, but it doesn't work: A#PREPAY.Remove(150123):Name(Total: Prepaid RF, net)orA#PREPAY.Remove(A#150123):Name(Total: Prepaid RF, net) As a workaround, I have displayed the accounts under PREPAY individually and used the following formula to display the total: Is there a simpler or more efficient way to achieve this without the workaround? TIA

Hi Everyone, has anyone already tried to reference a Workspace Assembly business rule from a Finance or a Connector business rule? I have a business rule that is packaged to an Assembly in a Workspace:   It has a set of public functions returning dictionaries and other variables. And I would like these functions being called from a Connector. I can successfully reference it from another Assembly workspace. But when I am using the same syntax in a connector, that is not working:   I am assuming the referenced Business rule must be declared in the Properties, but I am not sure of the syntax. Or even sure this is accepted. Many thanks to anyone who can helps!

Howdy,When using Guided Reporting, the Selector List Labels are not being positioned correctly. As shown below, the label is positioned on top of the next parameter (to the right) instead of the parameter it's associated with. Has anyone experienced this before and have a solution?  Additional information:Occurs in every report when viewing in Guided ReportingGlobal Selector List Labels are aligned as expected  Thanks in advanceMantis   

Hi all,  I'm after some guidance for a capex form that I'm currently developing. Simply, it's a form that takes the current month closing balance (BS accounts) less the prior month closing balance, and need to categorise these movements.  At the end of FY24, 2 entities liquidated (LQE) and transferred assets to a new entity. In the entity dimension, it's timestamped in the 2 entities as no longer in use from FY25 M1 onwards. So for FY25, there is no form to fill in for the 2 LQE's but there is for the new entity. However, at group level, it shows the FY24 balance with 2 LQE's and no balance for new entity, and FY25 is no LQE's, just the new entity. Because the setting means the 2 entities are no longer part of the group, it's no longer showing in the movement columns. See below.  The real movement for the month to be explained is -33k, but the calculated movement ignores the 2 LQE's and just shows the new entity with +164k addition. Any ideas how I can develop this form

We are looking to turn some of our existing cube views into report books to loop through entities. Right now we use an XFBR string (referencing Brapi.Workflow.Metadata.GetParent) instead of a parameter to determine the entity. Is it possible to create a report that loops through the entities with the XFBR string or would we have to duplicate the cube views and use a parameter instead? 

I have a Cube View with three Account dimension columns - Net_Rev, Std_Cost, and a CVC calculated division column to calculate Std_Margin (Std_Cost/Net_Rev). Rows are a UD dimension representing the Product.  In my Dashboard, I have a Cube View MD Data Adapter using this Cube View as the data. When I add a BI Viewer Pivot Grid, I want to display the same three columns - Net_Rev, Std_Cost, and the calculated column. I see CalcScript in the Pivot Grid's Data Source dimensions. How do I use it in the Pivot Grid to display the calculation that the Cube View was doing for that third column?I thought I might reference it in the Value filter along with the two Accounts, but it doesn't appear as a column in the Pivot Grid. 

Hi Community, I try to save a simple data buffer within a Custom Calculate and receive a cryptic error message. Dim sourceDataBuffer1 As New DataBuffer sourceDataBuffer1 = api.Data.GetDataBufferUsingFormula("FilterMembers(C#Local,UD8#None)") sourceDataBuffer1.LogDataBuffer(api,"sourceDataBuffer1",100) Dim resultDataBuffer1 As DataBuffer = New DataBuffer() For Each cell As DataBufferCell In sourceDataBuffer1.DataBufferCells.Values Dim sCell As New DataBufferCell(cell) api.LogMessage(sCell.DataBufferCellPk.GetMemberScript(api)) resultDataBuffer1.SetCell(api.SI, sCell, True) Exit For Next resultDataBuffer1.LogDataBuffer(api,"resultDataBuffer1",100) api.Data.SetDataBuffer(resultDataBuffer1, api.Data.GetExpressionDestinationInfo(String.Empty)) When I start the Custom Calculate from data management, I select a base entity and C#Local, scenario and time. The code will write a log with an usual POV of the cell without common members (line 7) and also log the restultdatabuffer1 with 1 cell

Hello,  I setup a filter on a workflow profile calculation to run a data management job as long as the no calculate is the selected option.  We have a Data Quality Event Handler Business rule to run this; however when I click on process cube, it's running the job twice at the same time.  This is the example of what it's doing when I say it's running twice:     Here it the code from the event handler: Namespace OneStream.BusinessRule.DataQualityEventHandler.DataQualityEventHandler Public Class MainClass '------------------------------------------------------------------------------------------------------------ 'Reference Code: DataQualityEventHandler ' 'Description: Event handler method that provides an opertunity to supplement a normal data quality ' action with your own custom functionality. ' (Example: email after ProcessCube or publish report to sharepoint after failed Confirmation). ' 'Usage: Executes when a Data Quality a

I am trying to get a dashboard to have a particular scrolling behavior that I am not sure how to do if it is even possible.  A simple example of the ideal is below.  In this ideal dashboard the dashboard will scroll horizontally only.  The inner dashboard will individually scroll vertically.  I can not seem to get the outer dashboard to only scroll horizontally, and when it does that outer horizontal scroll turns off it appears the inner vertical scrolls.  I think I am asking for too much but was hoping to get some confirmation.  Thanks.  

Hello everyone, I am experiencing an issue with a dynamic calculation rule in OneStream for a user-defined dimension (UD1) grouping entities. The rule works correctly for all Consolidation dimensions except for "Translated," where the data is not calculated or displayed at the UD1 level, even though the base entities have values for that member. Context: I have a dynamic calculation rule that sums the values of base entities grouped under a UD1. The rule’s logic is the following: Dim entity As String = api.Pov.Entity.Name Dim text5 As String = api.Entity.Text(5) Dim ud1 As String = api.Pov.UD1.Name Dim ud1Man As String = ud1.Substring(1,3) Dim parent As String = "P" & ud1Man Dim result As Decimal = 0.00 'Filter the entities by Text5 Dim entityPk As DimPk = api.Dimensions.GetDim("Entities").DimPk Dim entityList As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(entityPk, "E#PL00.Base.Where(Text5 Contains '" & ud1 &"')", Nothing) 'If we deploy the entities with an

Hi Everyone,We recently received a request from the client to set up a default value in the combo box for the cube view. The cells are set with type Annotations and has a dropdown of options to be selected. The client wants to default the dropdown as PctBudget until and unless it is changed.Is there a configurable setting that can be used to achieve that? I used the default value/members under parameters but it didn't help the cause.Thanks in advance!PragyanshuJackLacavaHenning 

cHi All, good day.   I'm using a database connection and it's working good: Dim dt As DataTable = Nothing Dim dbConnApp As DbConnInfo = BRApi.Database.CreateDbConnInfo(_si, Dblocation.External, "OneStream BI Blend")Dim stringSQL As String= "SELECT Entity,UD1_01,UD1_02,UD1_03,UD1_04,UD1_05,UD1_06,UD1_07,UD1_08,UD1_09,UD1_10,UD1_11,UD1_12,UD1_13,UD1_14,UD1_15 from XFC_UD1sbyEnt where Entity = " & "'" & api.Pov.Entity.Name & "' ; "dt  = BRapi.Database.ExecuteSql(dbConnApp, stringSQL.ToString, False) but in the error message log have a lot of messages that I need to close the connection Summary: Error in DbConnInfo.~DbConnInfo(). DbConnInfo should be used in a 'using' statement or Close() should be called explicitly.   does someone know how should be the command for close the connection?   Thanks in advance and best Regards. Mario Guerrero

When loading data through batch file, does transformation event handler invoked the same way as running through manual workflow steps? Also, how can I execute Workflow (import->validate->load) through batch?

Hi, I wanted to check if there are any ways where we can set the members for each dimensions in the quick view by default as per our need so that the user doesnot have to update eachmember everytime while creating new quick view. Currently it is pointing to None for UDs, can we set any specific member to default?

Hi All, I need to access parameter A which is present outside default workspace in my cube view. |!A!| this doesnot work as it only pulls the parameters within default workspace.  

Hi all,  I'm encountering an error with one user who is attempting to export a report to Excel. The download process is functioning correctly, and the file is being saved in the OnStream temporary folder. However, the issue arises as OneStream is unable to open the file automatically. It appears to be an issue related to permissions on the user's laptop. Could not find a way to fix it, any ideas? Thanks.  

Hi all,  I'm currently facing a challenge and do not seem to be able to get this to work. I have a CV displaying (amongst other things) a Dynamic Calc-Account (in Column) across Entities (in Rows), where entities have various currency. I want to be able to display the currency in the cell (with setting on CV cell format (ShowCurrency = True) I tried in essence the following in the business rule that calculates the value: Dim currencyID As Integer = api.Pov.Cons.MemberId Dim value As Decimal = 120.10 Dim result As DataCell = New DataCell(New DataCellPk(), value, New DataCellStatus(DataCellExistenceType.IsDerivedData, DataCellStorageType.Calculation)) Dim resultEx As New DataCellEx(result, "", currencyID, AccountTypeId.Asset) Return resultEx But that is not working unfortunately. Does anyone have an idea on how to get this working? Thanks Markus

I need to update the security on a scenario using a dashboard button, is this possible through a dashboard extender rule? Essentially a meeting will take place and certain scenarios will need to be locked down so no one can make changes besides the appropriate security group on the call. I will then need to change it back to the original security settings with a separate button once the meeting is over

Hi Team, The user is unable to download the OneStream Application in Edge and getting the below error.   The issue is coming from after Windows 11 upgrade, and it was working fine in Windows 10. We have tried with the solutions which all are the options available in below KB articles. KB0012987 : OneStream Troubleshooting Click Once KB0011265 : Error Starting Click Once Windows Application "Application cannot be started" Regards, Praveen

I know I can have a different scenario where I can combine actuals and forecast each month with data management job and I can use AllPriorYInearInclusive for Actual columns and AllNextInYearInclusive for Forecast to do this when i want just months. But I want to also have quarters summing 3 months potentially actuals and forecast together if date selected is in middle of quarter. And YTD columns summing actuals and forecast.   Below is example of what i want to achieve. Is there CubeView Extender i can build to make this happen. For Quarter and YTD columns i can just use getdatacell(CVR(Col1)+CVR(Col3)+CVR(Col5)... etc. but i would like to somehow switch actuals to forecast for all future months of WFTime, TimePOV or Parameter selection.