OneStream Platform Forums

Hello, I am seeking for assistance on header and cell format with conditional formatting. I am trying to add a top and bottom line to specific accounts in the "Show Report" function. Header Format used However, in the report, only the bold formatting is applied while the top and bottom line do not appear. Any guidance on resolving this would be greatly appreciated. Thank you. Thanks,Jacky

Hi,We have adjusted the top margin to all kinds of numbers, however it still doesnt seem to shrink. I have removed the log from the extender rule but it seems like there is a margin default. I have also tried to look at removing the blue line header to see if that helps but cant seem to find the proper rule for that. Any suggestions to get this top margin basically down to a very little space? The report needs to fit on one page so we took the font down and it works but would like to find a little more space if possible. Thanks!

Hello,I'm trying to create a 5 quarter bar chart trend in BI Viewer, but I can't get the time dimension to properly display the columns in the correct time order, it keeps defaulting to alphabetical (ie Q4 2022, Q3 2022, Q2 2023, Q2 2022, Q1 2023).  Does anyone know how to fix or adjust for this?Thank you!

Hi all,  In my delimited upload file (trail balance) there are two columns that include amounts: beginning balance and the sum of periodic movements. The sum of the two is the number I want uploaded in the import stage.  Is there a way to make OneStream add an additional calculated column (source dimension) to the datasource with the sum of the two columns (so prior to transformation / validate / process)?  Any help would be much appreciated!

Hello,Is there an event handler or dashboard extender rule that could be used to stop a user from completing a workspace if certain steps are not completed first? I have a workspace that needs to be completed, but only after the import, journals and certain forms are completed first. We don't want to lock the workspace, rather when they go click the "Complete Workspace" button it gives an error message that they need to finish the other steps first. Thank you!

Dear Team,I saw this topic few times, but with none solution - hopefully this feature was implemented.Is there a possibility to set OneStream in dark mode? Thank you 

Hi, sorry I always get a bit confused on how to use parameters in data management sequences/steps.I have a dashboard with: a combo-box that let users select an Entity member; a cube-view which Pov is based on the combo-box selection; a button which runs a data management sequence.The combo-box bound parameter uses a member list.The data management sequence contains only one step, which is a custom calculate.I would like the data management step to run on the selected Entity member (the one selected in the combo-box). How do I link the Entity of the data management step to the selected Entity member?With the current Entity filter setup in the data management step:- I can run the step from Application/Data management page and I am prompted to select an Entity. No issue in this case.- I receive an error if running the data management sequence from the dashboard (Summary: Error processing Data Management Step 'Plan_Growth_Adjs'. Invalid parameter. Entity Filter, |!prm_plan_bu_entity!|.)&nb

I have application which has 47 entities and users who have Entity wise rights to upload TB/Reclass and Cube views. So far Admin is downloading TB  manually (using view source document) by going through Entity.  Now I want to download TB and Reclass files through some business rules (if possible to be schedule to run once in Month) or some procedure for all entities using user who has administrative privilege.   Thanks all in advance for your help. Regards, Yashwant

Guys, there is a requirement where we have to use a single template for all the 5 forms in  a workflow and depending on which form the user selects the rows and columns should generate dynamically . Is there any way we can get the Selected Form name in a BR. Or Is there any other solution for this Problem?  Thanks a Lot.

I am trying to get the Text1 field value using a Business Rule and put this value in a cube view that is being used as Form. Does anyone have done this before? Is it possible to get the Text1 value from the Workflow Profile using BRApi? Thanks for the help.  

Hello,I am building a Quick View with the columns Account, Flow and UD5 - for UD5 I want "TG304" for all rows other than when the flow is "MVTCALC".  Is it possible to have this level of variance in the QV?Thank you!

Hi all, Is it possible to format the top row of an expansion different from the expansion details in a cube view if they are the same line on the CV set up? For example, I would like the formatting to have the Total Product line bold with the details under it not bold and with only one expansion at Total Product. It seems the only way I can do that is to have one row in the CV set up for Total Product formatted one way and a separate line below for the details formatted another way (result in screenshot above). The problem is then my expansion isn't really where it should be and the first detail line (Branded Pharm) will always show.I can't figure out a way to do this but if it's possible, please let me know!  

Has anyone gained experience with the 'org-by-period' consolidation in a multi-cube application?We are currently addressing changes in organizational structure. Specifically, we need to consolidate one of the entities within a single cube up to month 10 and in a different cube thereafter. We have a primary cube and several segment cubes that roll up into it, utilizing the extended Entity dimension.The initial challenge I'm encountering is related to adding the entity to a different cube hierarchy. Does anyone have insight into how to resolve this?Once the entity is added to the second hierarchy, I plan to update the Consolidation Algorithm to 'Org-By-Period Elimination,' set 'Percent consolidation' in both hierarchies, and change the consolidation view to 'Periodic.' I would greatly appreciate any insights on how to resolve the existing error and what to expect or pay attention to in the next steps.

How are parameters organized within a DMU? I refuse to believe they're placed in a random order once created. They're not sorted in alphabetical order or by Parameter Type—then how?

In the application I'm building, I have a need to make several insert/update/deletes for different custom tables, but the database call for those changes should happen within a transaction. Are there any OneStream API functions that will include the ability to run the database call as a transaction? I could just use the .NET Framework approach (SqlCommand), but then I'm a bit off the track.Cheers, Frank

Is there a setting on the component or even a business rule that allows you to uncheck/unselect/reset a combo box to its original state? I would like it to reset and check the top member or a default member. I don't want all parameters on my dashboard reset just a specific combo box with the click of a button.

Hi We are creating a book that loops over an excel export item to create multiple tabs (see below):Is there any way to add a named range around each exported cube view?Thanks,Mark

Does anybody know if there is a dashboard that shows the Workflow Statuses for all workflows. Like the right click on workflow Status & Assigned Entities.

Hello,Struggling today with a simple input form. For any entity I can write data, but not for 1 exception. I tried in workflow, or separate cubeview with varying dimensions which all worked before.Also for the same entity in other scenarios with a different scenario type I can write data.Authorization seems not the issue, after changing to Everyone it still shows as read only.Could something block the entity for input in a scenario?Thanks in advance for your any help! 

Good afternoonI'm writing an extender rule to move some files within the application database file system and am using the following line of codeDim xffProcessData As New XFFile(xfiTargetDataInfo, String.Empty, xfeSource.XFFile.ContentFileBytes)I've highlighted the parameter that I am querying - if I hover over XFFile it says it is "xmldata As String". The process works fine in the example given, but I am curious what could be used in that xmldata parameter - what is it?Thank you!Craig

Hello all, My client recently upgraded to the most recent version of OneStream. Previously when loading data, the first line on the Load tab would show the total of bypassed records. We've noticed since the update, this no longer shows. Is it possible to turn this back on?Before:After:  

Hi all,I am trying to find a way to set up a member filter where the member's text 1 field contains the name of an entity.My CV row setup is as follows:E#MyParent.base     U1#MyU1Parent.base.where(Text1 contains xxxxxxx)in the above example, xxxxxxx should be the name of the current entity.So basically this CV should go through all the base entities and for each Entity, the U1 member(s) that display should only be those whose Text1 field contains the name of the particular entity.There must be a way to do this.  The concept is simple.  We use a lot of where() clauses here in our CVs but no matter what I try (i.e. where(Text1 contains |MFEntity|), where(Text1 contains |CVEntity|)); nothing seems to give that result.  It either completely ignores the where clause and just returns all of the U1 member regardless or it defaults to the total U1 parent.This CV works perfectly if I select a single entity and ask for all of the U1 base members whose text1 field co

Hi,I have created a dashboard extender business rule that picks some CSV files from a server, save them in the File Share, extract some info from the file, then delete them.The issue I am having is to find the right folder to use to import and then delete the files.I initially used the Administrators folder in the File Share/Applications/Groups folder, but that folder is not visible to the not in the Administrators group, so the rule works fine for me but not for other users.Then I have tried using the Incoming folder, which let me import the files, but does not let me delete the files.Each folder in the File Share seems to have a different set of security properties, but that is not shown in the File Explorer. What is the purpose of each of the folders in the File Share (is each of them supposed to be used for a specific task?) and which one is better to use for my scope?Thank you 

I am trying to get a stored value in Text1 from an Entity relationship:This is the code that at least does not give me an error when it executes but it does not return the Text1 value.Dim myScenarioID As Integer = brapi.Finance.Members.GetMemberId(si, DimType.Scenario.Id, "Actual")Dim myScenarioType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si, myScenarioID)Dim myTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, "2021M6")Dim myEntityID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVEntity)Dim myParentID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVParent)' Get relationship Dim relationship As Relationship = BRApi.Finance.members.ReadRelationshipNoCache(si, DimType.Entity.Id, myEntityID, myParentID)' Get the propertiesDim memProperties As New VaryingMemberProperties( DimType.Entity.Id, myEntityID, myParentID )' Get the stored valueDim Text1Value As String = memProperties.GetEntityRelationshipProperties().Text1.G

Hello,Im wondering if there is a way to hardcode a fieldtoken value when loading data from a csv. For example, I am using the below code:Dim fieldTokens As New List(Of String)fieldTokens.Add("xfText#:[Account]")fieldTokens.Add("xfText#:[Entity]")fieldTokens.Add("xfText#:[Amount]")fieldTokens.Add("xfText#:[EmpID]") '<-- Want to hardcode this to '99999'BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, .......)But I want to hardcode the results of EmpID to value '99999' before I execute the 'LoadCustomTableUsingDelimitedFile' command.  Any help on this would be much appreciated!