OneStream Platform Forums

Hi, looking for experience and OS counterparts for support to automate ( plugging it directly in OneStream from source) FX Data Feed. Concern currency is USD.Which source are used - OANDA, Eurpean central bank or other sources? How does this work to get actual closing Rate, YTD Rate and for information purpose monthly average rate in the system?Actually we are loading every month from ECB into csv, working in excel - convert from Euro into USD for each currency, closing, YTD and average and than loading - set cells - into OneStream.Thank youAngelika 

I am setting up a Workflow with a SQL connector data source. I need to be able select a range of periods (start and end period) within the SQL query to extract the balances for multiple periods and load the same to OS cube. Users should have a provision to select the start and end periods and the SQL query should run dynamically based on those periods. Workflow should be executed to import and load the data to the multi periods selected at one time (not needing to run one by one period).I am new to OS. Appreciate suggestions and recommendations to implement this requirement in OS.   

HiWe have a requirement where users need access to all entities in the organisation but only for a specific set of accounts.Currently we have a simple security model where users are restricted by Entity. I was hoping that I could create a Cell Data Access Security rule that will give them access to entities outside of their group for the specific set of accounts, but it feels as though the Entity access overrules the Cell Data Access Security?To be clear I have Group A and Group B, restrictions  defined below.Group A :- Full access to all Group A Entities- Additional access to Group B Entities (for specific set of accounts) Group B :- Full access to all Group B Entities- Additional access to Group A Entities (for specific set of accounts) 1. Is it possible to grant access as I have described and am I just doing something wrong?2. If the approach I am taking isn't the correct one, what is the best way to implement this kind of logic? Thanks,Mark

I have a report that has a specific formatting request. The report uses two Member Expansions in the columns. The client requests that the 1st member expansion have no formatting, but the 2nd member expansion be in bold. Is it possible to apply different formatting to each member expansion? E.g Member expansion 1 is U1#Top. Member expansion 2 is the S#Actual. Client requests U1#Top be in plain text, while S#Actual be in bold.   Thank you

I am trying to connect to a OneStream Cloud environment for which the REST API has been enabled and tested by OneStream Support.I am working in PostMan and following the REST API guide at System Guides > REST API Implementation > REST API Overview > Authentication, but i am hitting an error "One or more required parameters are missing."I can retrieve the AzureAD token fine, but when I then try and use it to authenticate with OneStream (expecting the SI to use later on), I get the above error message returned (along with a HTTP/400 Bad Request).As far as I can see I am not missing any Parameters as per that section of the REST API Guide.The POST request is to:https://xxxx.onestreamcloud.com/onestreamapi/api/authentication/logon?api-version=7.2.0Params: api-version=7.20Authorization: Bearer Token returned from Azure AD (via a PostMan variable)Content-Type: application/jsonBody: BaseWebServerURL: https://xxxx.onestreamcloud.com/onestre

Hi,We are using the following when we send out the automated email, and it works just fine. However is there a way to include the application name in the email? Reason being we would like the users (some who have access to Dev etc to be able to decipher from production application. BRApi.Utilities.SendMail(si, "OneStreamEmail", toEmail, "SAP Load Automation Errors in: " & gTime, "Please see the attachment for error details.", attachments)Thanks!

How to migrate Report-Books from one Env to another in One Stream? Book is not available in the list of objects to export. Is it a different process as it comes to File Explorer?

 I have this button that is replacing the value of the WFProfile with one from a parameter (which are all WFProfiles), and what I want it to do is that when I select a value, it updates in the workflow, and that in a label, the newly selected value is displayed. What is happening now is that when I open my dashboard, the menu to select the value is displayed, but when I select it, it doesn't change. I have to press the button again to refresh the workflow, and the label also updates to the new value.      

Hi community,I am trying to pass a custom name function in the manner below:XFBR(XFBR_CubeViews, CustomTimeExpansion, timeExp=T#2020.Base, desc = :Name(|MFTimeShortDesc|))Somehow the XFBR is not able to append custom name function to the periods that are output in custom sort order. Its not reading the custom name function that i am passing to desc variable. Please help.

Hi,While exporting the Cube View to PDF and Excel we are getting the below error,Unable to process Cube View because of the Nested Member Expansions resulting in 167,125,564 rows and the maximum allowed is 1,000,000 rows. We have tried by enabling the Sparse Row Suppression still we are getting the same error. Is there any way to resolve this error?Thank you.

Whenever I try to load Cube View in the excel , it fails and shows blank when followed the below steps1) Open Excel2) Login to One Stream and create new CV connection3) Add any CV from OS app which has input enabled cells4) Save the file to your local desktop5) Input any data in the input enabled cells and click Submit SheetWhenever I click submit sheet , it shows blank excel and the CV gets wiped out. Am using 7.0.1 OS versionPlease let me know if anyone else faces the same issue or if there is any solution available.

I'm having trouble setting up local OneStream Server in my system.  

I'm currently cleaning up the CubeViews available in the system that has been created over the years and not maintained.I noticed that templates do not "run" when a CubeView report is generated, so this might confuse a user to believe that the CubeView used as a template is not actively being used. However, when deleting a CubeView assigned as a template, I will get notified that I can't delete it as it is being used by another CubeView.I would like to know if there are any other dependencies I should consider when deleting a CubeView. Eg: is it used elsewhere in the system like a rule, workflow, etc, so that I can avoid breaking any existing processes.

Hi there, I am new to OneStream and would like to know is there any functionality to achieve below report output. I have two sections in my reports, the first section would be a header displaying what is the account used, and the second section would be the account breakdown by cost centres (e.g., Cost Centre A, B, C).  I would like to have report layout in column B as shown in below mock-up. I tried using the :Name(|MFUD1Desc|), but it does not work as expected. Any assistance would be appreciated. Thank you. Jacky

Hi all, I am currently working on the transformation rules for my client. Because of our client needs, I would need to duplicate the data from one source account into two OS target accounts (same functionality as Logic Groups in FDM).  Is there a similar functionality in OS? Thank you 

Hi Experts, We are working on create a button in Excel for end users to trigger DM job or Consolidation. Idea here is to have more than one consolidation with different POVs and don't want to rely on the users to get the POVs/data units selected. We would like to do this with a DM job with a passing parameter or through a direct call defining the POV. Per OneStream Support Team, this is a custom solution and can be done using REST API. We are currently on version 7.4.2 and recommendation is to upgrade to V8. Wanted to check in the forum if anyone has implemented this solution and share your thoughts. Thank you in advance and appreciate your assistance on this. P.S. We don't want to use the built-in consolidation feature that comes with Excel Add-in.

Dear CommunityI have requirement to pull all the prior months including the current month for my report. Currently I am using this(T#POV.AllPriorInYear)  function which gives me the only prior to the current month but not current month, and I need both the prior months along with current months to display in report. Any solution to this will be very helpful and appreciated. 

Hi, We are using an application called Certent Disclosure Management (CDM) as part of our consolidation and close process for external reporting. For this we have built links between CDM and cube views to extract data. My question is, is it also possible to link to a spreadsheet held somewhere in the application? We have EUC's that have to be sent to CDM which contain data not available in OneStream. For this we use a SFTP 'pipe'. I was wondering whether if we held the files in OneStream would it be possible to transfer that data to CDM in much the same way as we do with data in Cube Views? The answer is probably 'no', but I just wanted to ask the question. Thanks

Hi All,  We have 100's of Cube Views that have been created, and we're looking for a way to efficiently delete many of them. Is there a method to delete multiple cube views simultaneously through BR or any other simple approach? Thank you and appreciate your help.  Regards Sri

When a data attachment is added to a cell, the cell is marked with a red triangle indicating the existence of the attachment. This does not appear to show up in excel when the form is connected to Cubeview Connection. The only way to know whether there is a data attachment seems to be right clicking the cell to drill into the attachment. Is there any way to get an attachment indication to show up in excel?

Hi there,I'm seeking assistance with a specific requirement. I need a business rule to operate as follows: upon initial execution, it should function normally. However, if a user attempts to run it again, there should be a designated wait time before the next execution.For instance, if I initiate the business rule at 16:00, it should not be possible to trigger it again until 19:00, ensuring a 3-hour interval.To implement this, I intend to leverage the Task Activity Log Start Time. I'm using OS 6.3Any guidance on achieving this would be greatly appreciated.

Hi All,  For a client i've created a SQL script that generates a datatable that i want to save to a .csv file. This works as expected via        BRApi.Utilities.SaveFileBytesToUserTempFolder(si, si.UserName, sFileName, fileBytes)       From this location i can present the file to the user from the dashboard button that is generating the export. However, this file is big and the user settings (of some users) change the number formatting of the export. Therefore i want to export the file directly to the shared folder (which is easy for the user to access from the front end:   I've tried all options within brapi.FileSystem but cannot find the proper syntax to save this file directly. The 'issue' is currently solved by storing this file in the user temp folder, then copying it over to the shared folder (via another article on this forum) but that touches the file twice so preferably i want to save the file directly from the fileBytes (that is a

I've created a cubeview that is no longer working.  My co-worker is able to run the cubeview without and error.  I get the below error when I run the cubeview. How to I fix this.  Thanks Candice

I have created new expense account and i want the existing expense account historical data to be moved to new account. do we have any DM job for this.

Hi,I've build an dynamically calculated account that should show the FTE YTD average, so that if the month is February it returns the average FTE of the Jan and Feb, if the month is March it returns the average FTE of the Jan, Feb and March, etc.It makes things a bit more complicated the fact that the FTE account is a balance account, so I cannot simply use V#YTD, because that would return the same value as the Period view. My draft version of the formula looks like this:(This is only intended to show you what i am trying to achieve. It only list the first 3 months and if only works for 2023).'Return the YTD average of the FTE accountDim iCurrPeriod As Integer = api.Time.GetPeriodNumFromIdIf iCurrPeriod=1 ThenReturn api.Data.GetDataCell("A#PP_Acc_FTE:T#2023M1")Else If iCurrPeriod=2 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2) / 2)")Else If iCurrPeriod=3 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2 + A#PP_Acc_FT