OneStream Platform Forums

Hi, I have an Advanced Chart where I am displaying dates.  The values, however, are stored as ticks(Long).  This is great for the bars and points, however, I need the Axis labels to be displayed as date (not Long see below).  I've tried a few versions of {V:MMM-yyyy} however, that doesn't seem to work.  I do have a business rule to work with as I'm using a secondary axis, but not sure how to target the data labels in the rule.  Any suggestions? thanks,Greg

Is it possible to test if a consolidation or a data management job is already running before running it again ? Ex: I run a consolidation (about 10min) but another people run the same consolidation the same time Thank you for your help

Hello - I am working on a cube view where I would want the resulting values (variance amount) to sort with the highest value first. The complication is, my users are used to reports from Hyperion that enabled expansion drilldowns on these members. The Hyperion reports retained the sorting even when using expansion. I can't seem to figure out how to do this in OS - or if it is even possible - when selecting a member expansion (.Tree or .Base).  Wondering if anyone else has attempted this.  Thanks,Cody 

Hello,I have InUse for default time and scenario = TrueI also have InUse for default time and scenario for 2023M5 = False.Note that the period could also be different.Now, how could I reset the InUse settings to disable the False or True on ALL time for default Scenario?In my example above, I am expecting the property for 2023M5 to be deleted. What brapi would you use? can you show me an example?Thanks

Hi experts, I have a group of GL accounts that I need to map to either an expense / revenue based on the sum of the balances.I thought this would be easy enough with a derivative rule; first create an interim rule to aggregate the accounts and then create a final rule to check if the balance is greater / less than 0.Finally, I have used the final derivative rule in my target account mapping.But, this is not quite working as expected.It seems to just add the negative balances of the individual GL accounts under the "_N" rule and the positive balances under "_P" rule, therefore both my expense and revenue account in OS ends with a balance.Could you please suggest what I am doing wrong?Regards,S  

Does anyone know how to add more than 2 custom titles on a row?  Below is the view of 4 headers.  I can change the name on 2 but not 3 of these titles.Member filters are below.  I have custom name at the end of my Time and Scenario member filters.  I want one more on my View dimension.This does not work...    

Do we have a function that can be used in a member formula that will calculate the average of the last 3 periods.Example: If my current forecast month is June, I want to calculate the average for the months of May, April, March for which I have actuals for a given account. Thank you. 

When using drill down to drill from a periodic value back to a connector business rule on a scenario that was loaded as YTD, is there any way to show the "Load Results from Imported Cell" as Periodic instead of YTD?  I would expect the drilldown to keep the same view.   

Hi all -I am creating a cubeview that seems basic at first glance, but have ran into some walls as I am still new to using cube views on my own. What I have is an entity, net sales, profit, profit margin, months, and a changing scenario.I want to see net sales, profit, and profit margin for the current year. This part is simple enough and will not move.However, I want to compare these same metrics to various other scenarios, one scenario at a time. I want to be able to select something like prior year actuals, budget, or any forecast and see the figures come in for it in the second/lower half of this cube so I can then make a comparison between current year and whatever selected scenario I have. Is the best way to do this to create a parameter for the scenario and then write in that parameter name in the necessary rows for the scenario?Additionally, if I wanted to create a better/worse row, would I be able to easily do that even though one of the two scenarios could change at

Posting this because I searched for the answer before putting in a ticket with OneStream support (who were excellent, by the way).  One of our applications wasn't working in a lower environment.  The connection to the application SQL DB wasn't working.  Tried removing and adding it back using the OneStream Database Configuration tool.What the fix was:The “Invalid Connection” issue was due to the DB security settings for the service account user (that was running the OneStream server application).  Not quite sure what the issue was  -- it might have been the default schema for the user.  In any case, looking at the permissions for the user in the other application SQL databases where it was working correctly gave us the guide towards fixing the issue.

When I import Journal template via excel Journal name adds workflow,scenario and time to it. Is there way that it does not get added. see screen shot below for reference. 

Hi All, One of client is facing strange issue while downloading certain files from file share folder. Apparently it is getting timed out while downloading the forecast file. File size is around 550 MB ( I checked the same file from another date which is around 515 MB and there is no issue for the same file)   There is no issue for any other files at the moment ( like Actual data or FX data etc )   Questions here are -   Is there any limit in terms of size for download from file share folder ? Is there any time-out settings where we can investigate for these errors ? Would deleting temp files from server help here ? ( considering error 10054 is about deleting junk files / temp files )   Just checking if any one seen these errors before for other clients.   Thank you.   Regards AJ  

Is there a way to make a "Forms" (or any other) step in the workflow active only for specific periods, like quarter-ending months for example?

Has anyone tried to rename scenarios using a business rule to have a rolling set of prior forecasts. In this case the client is to trying to have weekly scenarios for the prior 5 weeks. Once a week they will be importing into the current working scenario and rolling each prior scenario back one week.I tried using the code below but get the error "Error processing Data Management Step 'Roll_CAR_Weekly_Scenarios'. Unable to execute Business Rule 'Roll_CAR_Weekly_Scenarios'. Error renaming member 'CAR_PrWk5_MTD'. Invalid parameter 'CAR_PrWk5_MTD'."Thanks. 

Hello,I am using 2 cultures on a server.I need to make some changes of entity properties from a BR.I know how to do it for properties like ALLLOWADJI can not find a way to change all the descriptions from the BR : I mean the Default + English + French.Any help appreciated.ThanksPS: I did read that 🙂 https://community.onestreamsoftware.com/t5/Rules/Update-description-of-a-member-in-an-Extender-rule-for-an/m-p/13158

We have 40 or so monthly Cert Questions over 50 Entities.  Currently we are running the report and then comparing answers to last months report to find any changes in answers.  Those changes require us to check on why.  From No to Yes or Yes to No, we have to check.  99% of the time it is a mistake in their answer.  Anybody ever thought of a way to notify the user before they complete the Cert of their WF.Don't see a Workflow Name option that does Confirm after Certify so don't think I could build something in the Confirm step.  Maybe at a parent level have a Confirm step that looks at all the children and does a compare and lets that level person know.  Anyway, any ideas to keep my brain churning is great.Clarke

Is there a way to set the property of a dashboard button to disabled?  I have a dashboard that includes a number of button objects that execute various tasks, such as running a calculation, locking the workflow and so forth.  What I'd like to be able to do is to disable a button as part of a business rule so that the user has to follow a sequence of activities and can't, for example, keep pressing the calculate button on the dashboard. I don't see any property in the button object that supports enabled/disabled.

Hello All,   I would like to know if there is any Activity guide document for OneStream Application design represents the process to build a new cube..   Thanks in Advance

Hi Team, I have tried to make a simple task - if user in not in group I would like to change a certification status to rejected.This code is in DataQualityEventHandler:Case Is = BREventOperationType.DataQuality.Certify.FinalizeSetQuestionairreStateDim sGuid As String = "419eeb3d-eaec-43fc-bc0a-cab5862323f10"Dim Guid_1 As New Guid(sGuid)If BRApi.Security.Authorization.IsUserInGroup(si, si.UserName, "GROUP",False) = False ThenBRApi.DataQuality.Process.ExecuteQuestionnaireSignOff(si,si.WorkflowClusterPk,Guid_1,CertSignOffStates.ProfileRejected,"Comments")End If It always returns "Certified", but should "Rejected":  Any ideas what am I missing?

Hello, The client that I am working with is moving from an import process consisting of loading .csv files over to a direct connector. The issue is that in the periods where .csv files were loaded, one UD was manually adjusted in the import file, and currently this allocation is not existing in the source system.   As an example, there is account 5000 with a total of 100$ which is spread across UD1 as following (in the .csv file): A#5000:U1#A = 20$ A#5000:U1#B = 30$ A#5000:U1#C = 50$ In the connector this is mapped to None, A#5000:U1#None = 100$. The client wants to keep the allocation of UD1 for the rest of the year, and continue with the YTD balance allocated across UD1 members, even after starting to import from the connector. My initial solution is the following. Let's say that from Jan - May they loaded .csv files and in June they start using the connector. In June, the data will load as YTD, but to UD1 None. I will have to make a reclass adjustment of UD1  from None to:

Hi Team,Is it possible to check the Response from Certification Question in Business Rule?I was trying to change the Workflow status to Rejected in case someone answered "No". I appreciate your help

I am trying to create a quickview that would require the data presented to consider some account configuration that only appears on the decendents set up.   ex i have a parent member P that has multiple children and would like use a where clause to exclude IsIC data. i tried to do A#P.Base(IsIC False) but this results in multiple lines where i would want to only have one line presented that is removing the data associated with the children that are IC. is there a function that would let me create a summary line while still checking the descendent configuration?

Is it possible to change the orientation of a report using a business rule?I can't see any options for it when creating a custom report task in a cube view.

We are trying to format numeric columns in a Table View but haven't been successful. The numeric columns are currently appearing as 999999.99 instead of the desired 99,999.99. Are Table View currently looks like this:The Spreadsheet Table View rule is defining the numeric columns here:sql.AppendLine( ",FORMAT(SUM(ISNULL([V4],'0')),'N2','en-us') As [Gross Revenue]")Thanks

I am building a Rolling Forecast scenario (eg. name is RFC 2+10) using the below formula snippet which takes the current month actuals, and adds the future Budget scenario. It works well so far, however when I use the scenario in a cube view, I'd like to use the headers based on the source data. So in RFC 2+10, columns 1 and 2 are actuals, and 3 to 12 are Budget. But for each column it just shows RFC 2+10 - is there a way I am able to write something or use some conditional formatting so that show Actuals/Budget based columns?Thanks