OneStream Platform Forums

Hi,What are the major considerations that need to be looked at before making a design decision for implementing "Tax" Scenario Type? What are the pros and cons of using this Scenario Type vis-a-vis "Actual" Scenario Type? Is there any guidance/ knowledge post on the same?Use Case: Want to integrate an erstwhile Tax application into OneStream Application where actuals are already available. The tax application has some additional tax related dimensions, rules, etc. which need to be used in OneStream. 

Hi Everyone,I am actually trying to make a dashboard that let users execute different sequences from data management without accessing the Application tab so i am using a dashboard with a combo box that lets you choose the step you want  and a button to execute it.The problem is that i don't know how to send to the button the sequence i chose from the combo box and how to make so that the button can execute any sequence i chose without preparing the parameters in advance like we do in the data management tab where we run then choose parameters we need. I already linked a parameter containing the list of steps to populate the combo box but i don't know how to send the selected step to the button to run it. Thank you.

has anyone done data export from OneStream to Databricks? what is the best way or method to transfer data into databricks?

Hi ! I'm looking for a way to change a value of an input value parameter type using a business rule. The use case is quite simple : the user will input a value in order to calculate a data. However, using a button I would like to "reset" the input value with another value. I can easily change the value of a "litteral parameter" with a business rule, but I dont know how to change the value of a "input value" parameter type (needless to say, a litteral parameter will not allow my user to input a value !)  ... so what would be the best way to achieve this ?   Regards,

Hi,While we copy from Scenario S#Bud1 to S#Bud2, Annotations are not getting copied.Understand from related posts, it can be achieved using api.Data.SetDataAttachmentText(). Any tried approach using this syntax.Any leads would be appreciated.Thanks

Hi All, I am aware of various options available for copying scenario data in OneStream. These options (data management or custom calculate) usually copy only periodic data across scenarios. Any idea how annotation data can be copied from sceanario1 to scenario2 in OneStream? Any leads would be appreciated. Thanks Bharti

Hello, I currently have a cube view that I am working on where the member filter uses UD1 (U1#|CVUd1|.Children) on the rows with a nested member expansion for Accounts (A#Headcount, A#Labor, A#Benefits,...) and the columns pull from two separate Scenarios (Actual & Budget). For the Actual columns A#Headcount works, but I would need to pull A#BDG_Headcount in the Budget columns. I know that you can do row overrides for most cases but considering that this is all in one row technically you can't just override it to switch to A#BDG_Headcount. Maybe? I was thinking that there may be an If statement that I could put in the member filter but am unsure how to go about it. The basic logic would be: IF S#Actual Then A#Headcount Else A#BDG_Headcount I think I explained that well enough, and I am hoping there is an easy example to point to. I appreciate anyone's input! Thank you, Jeremy Morgan

Hi all, Does anyone out there know if it's possible to 'nest' Cube View Groups or Cube View Profiles?i.e. can I somehow create this type of a view?  We have SO many profiles and Cube View Groups and it's just getting more and more difficult for users to find what they need in OnePlace.  Was thinking it would be so great to be able to create a Profile and add Profiles to that Profile (same with Cube View Groups) but I don't seem to be able to do that at least on the frontend.  If not possible, does anyone agree that this should be something for IdeaStream?  I feel like we can't be the only client looking for ways to better organize our Cube View structures in OnePlace for our users Region Monthly Reports   Canada       PNL     Bal Sheet     CF   US       PNL     Bal Sheet     CF

What is the best way to query the Security Roles and their assigned Security Groups in the Application. It would also be helpful to query security roles assigned to Workflows. Any ideas?? 😕 Thanks.        

Hello ,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? Thank you for your help .

Once my SIC Gateway is online, how can I apply the data sources to specific workflow profiles? The "data source name" shown on the Custom System Configuration is not one of the available options to select for the workflow profiles.

I have a dashboard that I would like to automate the export of the formatted data explorer to Excel and keep the formatting.  The same functionality as is available in the export to Excel button on the data explorer component itself.  Am I missing an obvious function or does anyone have a way to replicate that functionality.Thanks,Scott  

Is there an audit on FX rates, to see who updated the FX rates?

Hi,I have created a dashboard with a Reset Scenario button.The code behind the button updates the workflow time, wf start time and wf end time of the workflow scenario (there is actually a dialog dashboard in between, i.e. when I press Reset a dialog box opens asking what the new WF Time should be, and user can press OK to reset the scenario or Close the dialog. WF Start and End times are determined based on the WF Time).The issue I have is that the workflow POV does not change, unless we click on a different workflow step, which can be confusing. So if I change the WF Time of the scenario member, using the Reset button from 2024 to 2025, the workflow time POV (the one shown in the OpenPlace tab) does not change, but as soon as I click on the following step (eg. Seeding) the workflow time POV changes to 2025.How do I make so that the Reset button forces the workflow POV to refresh? Do you think is something that I can achieve at dashboard level (through refresh or redraws) or business

Hi everyone,My client loads data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as adjustments to the previous data loaded on the cube.At each import step the data will be loaded in full and should overwrite the data loaded through previous import steps (and this is why we don't use forms but we use multiple import steps).For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on.I already set the "Load overlapped siblings" setting of the parent profile to false:The loading seemed to work fine, as each load process overwrote the previous one.But there is an exception that we don't understand how to fix.We set up a mapping rule for a specific source account is such a way that it can be mapped into one or another target account d

We would like to get the POV that a user set in a Dashboard (through Form Templates) and apply it to each other dashboards that they go into. We use to call this a "Sticky POV". Currently, dashboards will hold the POV from the last time a user was in each dashboard. We want to carry the most recent POV into all dashboards. Does anyone have examples or know how to set this up / use it / access it...? Thanks in advance.  

What would be the ideal integration method to fetch approx. 100000 records in a single import  between OS and SAP(ECC and S4 HANA)? Any steps required to achieve the same would be highly appreciated. 

Hi, I have a Book that is not creating any data in Excel, it is supposed to loop through all entities. I know that there is data in the system that should populate the Book because I can retrieve single entities as CubeViews into Excel direct with their correct data. I have created other Book loop definitions this morning for other CubeViews and they have generated correctly, I even tried copying and renaming the variable elements from the ones I have created ( that do work ) but it will not export to Excel anything other than a blank tab for this particular CubeView. What else could be causing it to fail ?  Our "Loop" settings for ALL books is identical. The "If Statement" tab only varies by the account name ( copied and pasted so not incorrectly entered ). The "Change Parameters" tab is identical for ALL books. Finally the "Excel Export Item" tab has the cubeview name as "Name" and is connected in the CubeViewName field, output name is identical in ALL books. I have more complex

Dear community, I'm currently stuck with a cube view. My cube view have Projects (UD1) is first element of the row, then Cost Center (UD4) is second element of the row. The requirement is to show "Tot_CC" (UD4 dimension) when we are NOT in base level of project, but show base members of cost centers when we are in base member of project. I am using a CustomMemberList which should look at |MFUD1|, however the business rule is not parsing it, as the ErrorLog show me that the formula is looking for |MFUD1| and not the element which was specified in the first level of the row (see below). IS there another way to define conditional list of elements based on the first level ? Regards,

Hello,The client would like to view forecasted, budgeted and PY data based on a ratio that takes into account current day of the month for Periodic and YTD data.Below, is a functioning calc. Use Case: it is October 22nd, and the client is using daily uploads for Sales. To get a more accurate view of the Sales compared to the scenarios listed above, they want to multiply the monthly total by the factor relative to the day of the month. E.g. if Sales is 100,000 for the October budget (periodic), but it is October 22nd, we would multiply (100,000 by (22/31)), the cube view would show 70,967.74. The calculation in a UD8 member above represents this logic.The tragic flaw is that if view the data in YTD view, it takes the entirety of the YTD amount by that ratio, when I only want the current month to apply the ratio. What would be the best way to approach this? Ideas:Use a ratio that uses total days of year up to end of current periodE.g. In October 22nd, 295 total days have p

We are attempting to upgrade the Financial Close Marketplace Solution from version PV640 SV100 to PV710 SV201. We are on platform version 7.2.4.  We have a group of SuperUsers (similar to an Admin role but with less access than an Admin) that should be able to access and execute batches for the Workflow Multi-Period Processing page. (screenshot attached). They can access the page, but the Execute Batch button is greyed not allowing them to execute any of the steps. They have this ability in the environments where the solution has not been upgraded yet.  I cannot find anywhere in the workflow profile or business rules where security is being referenced for this Execute Batch button.  Can anyone guide me in the right direction to allow them to have access to that button in the upgraded solution? 

Hi there - Im creating a Supply chain report and the first page (cubeview) is a very generic page but I wanted to add an image of some sorts. Any idea how to add an image in cubeviews? 

I am having XFGetCell formula cells in multiple workbooks (Sheets) within a Spreadsheet.Issue/Problem:When I tried to save a copy of this spreadsheet by selecting (OS Excel Add-in) OneStream/ Save Offline Copy, only the ACTIVE sheet saves an offline copy without the XFSetCell formula (as expected) but the other workbooks (sheets) still shows the XFSetCell formulas.I expected to see all the workbooks (sheets) to save without the XFSetCell formula (offline copy).Please can OneStream release an enhancement to save all the worksheets within a workbook to be saved as an Offline Copy i.e., without the XF() formula functions?

Spoiler (Highlight to read)  Hi everyone,I am trying to replicate an example that i have created in OneStream 8.2, where I have a combo box inside a cubeview:But when I do the same in OneStream 8.4, the combo box doesnt work:I replicated the same parameterization in both version but I dont understand why in 8.4 doesnt work.Does anybody knows if there is a bug? Thank you   

Hello!I have one of the users receiving the error "OneStream Excel AddIn Setup Wizard ended prematurely" while trying to install OneStream Excel Add-in. The user is an administrator on the laptop.Tried a few things like closing all Microsoft office applications, deleting the APPDATA folders, restarting the computer....nothing help!Anyone faced this issue or seen this error before? If so, what steps were taken to resolve it?Thanks,Hari