OneStream Platform Forums

Hi, has anyone figured out how to add files to Narrative Reporting. In the Admin area I have blanks in the Source File Name column for my documents. I cannot seem to figure out how to add word docs and cube views into the fields. Ideally, I would want the package to populate out a cover page which would be summary of MTD and YTD results followed by a page for both results in Income Statement format with a variance explanation page last. Thanks for any help in advance

Hi I have a form and there is a balance sheet account, total input and validation columns. The condition is to check if the balance sheet account value has a value and total input has no value, if balance sheet account is 0 and total input has a value and total input is greater than balance sheet then validation should be 0. If balance sheet is greater  then total input then validation is 1. This validation is stored in a member formula and I was wondering how can I get the validation column to show 1 or 0 based on the conditionI have tried the SetDataCell() first but found out that on a member formula that does not work, which other function can be used. Your assistance will be greatly appreciatedRegards 

We have created a set of confirmation rules for our forms. However, there is a company that is failing the rule because of an adjustment that must be made by recommendation of the auditors but would not otherwise be accepted. Is there a way to exclude just this company from the rule?

Hey All,We got a recent requirement of implementing a conditional statement inside the cube view columns. The user wants to calculate a certain column on the basis of the value of another column. The design is explained below:If B <> 0 thenD= B+Celse if B = 0 thenD= A+CABCD1010020120 (100+20)200130150 (20+130)0203050 (20+30)I'm currently facing difficulty to implement this solution inside the cube view. My first shot was trying something in the XFBR string but that I couldn't get around the logic to implement the same.Any leads will be appreciated. Thanks!Pragyanshu BansalJackLacava OSAdmin 

Hello OneStream community,  Since we've updated to PV710-SV202, the export of inventory list only has GroupID, which is less user friendly compare to GroupName. Has any one get any luck with getting GroupName included in the export?  Thanks! 

Is there a way to drill through the entity hierarchy in a Quickview that shows the total of Top in the Consolidation dimension? I have users asking me if this is possible.   In the example above 87M is the total amount of the child entities including eliminations showing in the second Quickview but no total. The first Quickview is at local before eliminations therefore doesn't addup to the total of 87M. I've tried to use CAD but get the same numbers as local.    

Hi I have two source accounts bringing in same amounts for multiple Entities. Some of the entities are local and some overseas. The only unique identifier is Text7 field in the entities. How can I map the source accounts to OS accounts using Entity Text Field 7. Below is the example Acc 1000 - $7000 E#AUS Acc 2000 - $7000 E#AUS Acc 1000 - $9000 E#NZ Acc 2000 - $9000 E#NZ In the above example Amount $7000 belongs to local Entity so should be mapped to A#Local_Tax and Amount $9000 belongs to overseas Entity so should be mapped to A#Overseas_Tax. The problem is in the import file the amounts 7k and 9K sit in both local accounts Acc 1000 and Acc 2000. The only unique identifier is the Text 7 value in the Entity. Please advise if I can use this text value in Composite Transformation rule or if I need a complex business rule. Any suggestions are welcome,  Thanks Sam

Looking into a way to turn off translation for specific entities, yet only for the budget scenario and select gain/loss accounts. Having translation on for Other Expense and Net Income as it relates to budgeting is skewing the EBIT bottom line. Is turning translation on a budget scenario and specific Entities possible? Thanks in advance, 

All,  We currently have a combo box (with entities) in a dashboard but we would like to make this list a bit smaller and based on the security rights a users has. I want to solve this with a XFBR which i afterwards attach to a parameter and that parameter in a combo box. Does somebody has an example of this XFBR code which i can look into? Or is there a better way to do this.   Thanks

Hello - I have a cube view that's linked to another to show detail. I have bound parameters set on the time, view and account dimensions. These parameters are all working properly except for the calculated column I have in the main/parent CV - its a column that has a GetDataCell expression. When I right click and select "Navigate to Entity Drill" on a cell in this column, the account and view members are still correct, however the time period its passing through to the linked CV is incorrect. The time member it passes through to the linked CV is the period of the first column in the main CV. So for example, the time period of the first column is 2024M4 while the period for the GetDataCell column is 2024M8 - the linked CV will show 2024M4 even though the Cell POV shows 2024M8. How can I send the correct time period to the linked CV on this GetDataCell column?

Hi, All, I am planning to generate the report for users who are active/inactive, last login date? I am reviewing the Framework audit tables however I couldn't find exact fields. Can you please let me know ? thank you

If a POV has more than one dynamic calc member (for example Account and UD8) does anyone know the sequance they are calculated in?  I assume, and it appears from a little testing I have done, that it is similar to how it works in DUCS and it goes Account, Flow, UD1, etc but looking to confirm.  Thanks.

Hello, I am creating a dashboard with a grid view and gridview is binded to a Data Adapter which calls a business rule to get data thru an external web-api call. Now I have to show data in Gridview and the record count on the dashboard on a button click. I have used following settings on the button. The Selection changed server task is happening first and then the data load is happening, so I am able to update the literal parameters with counts after data load but they are not reflecting on the dash board. Any help appreciated.

Hi all, Using the CV Drilldown function, is there a way to show the Reporting Currency for a group of entities rather than just the Local currency? I've had a few of our users ask for this, but I don't believe it's possible out-of-the-box but interested if anyone has a way of showing this. For example, I have a Euro currency group that is comprised of USD and EUR entities. Is it possible to drill or show a drillable view which shows all the amounts in Euros? See below, the users are keen to be able to drill so they can see all the base values in EUR, rather than the mix of USD/EUR. It may not be possible, or I might just be missing something obvious. Thanks

Hello Team  I am currently using the "FDXExportDataUnit" function to load data into a DataTable using the following code: Dim dt As DataTable = BRApi.Import.Data.FdxExecuteDataUnit(si,"FPA_CM","E#Entity_top.base","USD",scenarioTID,Scenario,timefilter,"MTD",True,"Amount <> 0 And Flow='EB'",16,False)   he resulting DataTable contains 678,123 records. I plan to insert these records into a Snowflake database. To speed up the inserts, I am dividing the DataTable into multiple DataTables of 150,000 records each. However, the inserts are currently happening sequentially, and I want to run them in parallel. I am considering the following options: Pass the split DataTable as a parameter to a Data Management sequence:This would allow me to call the sequence using "QueueDataManagementSequence" so the process runs on different servers. I need assistance on how to pass the DataTable as a parameter to the sequence. Run bulk insert SQL statements in parallel using threading tasks:

I have a csv file that has two columns one for Debits and the other for Credits columns E and F (5 and 6).  I'm using the code to take the Debit column if there is a number in Col E use it, if zero, take number from Col F instead. In the Data Sources settings in order for the script to work properly I need zero suppression to be False or it won't pick up the credit column. Note in the script that integer = 5 is referring to column 6. Is there a way to suppress zero after the script runs or write zero suppress into the script?  Thanks Scott

Hello, I am trying to create a Dashboard with several cubeviews in it. I created a delimited list parameter with different categories of cubeviews. Does anyone know how to assign the cubeviews to the different display items?For examples, I will have a category "Sales" and when the user will select "Sales" in the drop-down menu, I want certain cubeviews to be displayed in my dashboard. thank you!!

I am trying to call a cube view extender Business Rule assemblies from a cube view. Not sure if I am missing anything. I looked at the reference manual and followed how it was defined in the manual.  Cube view extender BR Assembly   calling the assembly from the Cubeview.  

Hello OS community,I am currently developing my Cash Flow Statement  and I want to add a condition for a loan account. If it has a positive balance in the Working Capital Requirement  variation flow, I want to map it under one CFS table. However, if it has a negative balance, I want to map it under a different CFS table. How can I implement this condition in my Cash Flow Statement?

Hello,      I am having trouble with a selection screen on a Dashboard where items are moved from one ListBox to another. It is a multiselect=True but how can we have the items selected on the 2nd list box. I have to read this list in a BR but until and unless they are selected the item is not passed to the BR for further processing. Any help would be appreciated. Thank You, Indu

Hi all,I have a simple cube view where on the row I have Tree expansions, like the following one:UD5#MemberName.TreeThe reason I am using Tree instead of TreeDescendantsInclusive or others is because I want the rows to collapse on opening  and RowExpansionMode=CollapseAll only works with Tree for the first dimension of the row as far as I now.Now, the issue is that I would like to remove a member from the rows and the Remove does not seem to work on Tree, while it works on TreeDescendantsInclusive and others.U5#MemberName.Tree.Remove(U5#None) returns this (expansion enabled=yes, none removed=no):U5#MemberName.TreeDescendantsInclusive.Remove(U5#None) returns this (expansion enabled=no, none removed=yes):Is there a way for me to have both the ability to expand/collapse the rows and remove members from the hierarchy, or it is just a trade-off with the impossibility of having both at the same time? Thank you 

Hello,There is this grid view property that has been bugging me for a while called 'Show Row Headers'. Using VB.Net, we cannot define 'Headers' for the rows of a DataTable object, so I'm curious to know how to use this property to the fullest ?By switching it to 'False', the only noticeable difference is this little blue arrow that disappears: I assume that we can have a CubeView-like formatting with Row & Column headers using the grid view, but I can't seem to enable it.Thanks for your help.

Hello, I mistakenly added a sub parent along with 3 base accounts to an alternate hierarchy.  Is there any way to remove the parent child relationship in the alternate hierarchy without removing it completely from the original hierarchy? 

Hi All,I am trying to use a font in Onestream which seems to be working fine in the cube views and Excel extract, however it it does not work in PDF. May I know the reason why it is not consistent? I have updated application properties, hard coded in business rule, and added the font family in the cube view itself. But does not work on PDF which is the most important one.Any suggestions?

Looking to shorten a report so it fits on one page. The Auto fit to Page Width is set to True.Using General Settings, Report, is this achieved by adjusting the bottom margin? How else might this be achieved if the above is not the option.