OneStream Platform Forums

hello - I have the Workflow start time and Workflow end time set on the Scenario. I am trying to change WF POV from Dashboard component Combo box by passing Scenario as parameter. scenario is changing but the year is not, i need workflow start year dynamically updated along with scenario. Any inputs on how to get the Workflow start year changed along with Scenario is appreciated.   below are my settings under Actions section Selection changed POV Action: Change Workflow Selection changed POV Arguments: WFScenario=|!MyWFScenario!|

Hello,I am using a custom defined navigation for my users to easily navigate between workflow profiles.However, for an import task, when the user click on the button to access it they are redirected to the standard import workflow profile menus ( with the "Import > Validate > Process tasks ...).--> Is it possible to actually integrate this standard import workflow menu into a dashboard (as some kind of "embedded dashboard" for the import functionalities) ? Many thanks,

Hi Community, Does anyone have experience running confirmation rules when the workflow tracking frequency on the scenario is set to yearly?  The rule looks like its only running for the POV time which the WFYear but I want the rule to run for each period. I'm hoping someone else has come across this as well. Cheers!

Hi, I would like to know how to extract a list of active user from an entity in Onestream.

Hi community, For a client I am looking for the following: - Data extract from Yardi is loaded via .csv file into OneStream.  - The data file contains columns for amount = beginning balance + amount ,account = account  and flow = Segment6 column. FinTrialBalances                                                             Transaction_Type Control_Number Blank_1 Blank_2 Transaction_Date Post_Month Reference Notes Property_Code Amount Account Blank_3 Blank_4 Books Remarks Blank_5 Beginning_Balance Blank_6 Blank_7 Segment1 Segment2 Segment3 Segment4 Segment5 Segment6 Segment7 Segment8 Segment9 Segment10 Segment11 Segment12 J 14202303     3-1-2023 23-Mar :TrialBal   xxx 0 22020100     1     -2866.67               F40 - Reclasses in Bal. Sheet    

Hello, Is there a way to set a requested app server name when executing a data management sequence? Thank you.

Recent installation of 7.3.1.1 WebServer and 3 AppServers.When I log on to the WebServer and attempt to hit "http://localhost:50001/OneStreamWeb/OneStreamXF.aspx, I get an error that says 'Unable to access application server using address "http://[AppServer]:50002/OneStreamApp." 'If I open a browser on my webserver and navigate to http://[AppServer]:50002/OneStreamApp/svc/Data.svc, I get the expected result ("You have created a service").I was also able to create an application database from my app server, so I know the connection to the db is correct.How do I figure out what is missing?Thank you in advance for any help. Ray 

Hi All, Can anyone  please suggest how to add Orders Commentary in Dashboard?     Thanks in Advance.

Hi all, Is there any way to automate workflow creation and step renaming using business rules ? Can someone provide an example please.  Thanks for the help.

Hi Experts,  Kindly advise if there any possibility to import CSV file into Dashboard.   Thanks, Naresh

Hello, I have a cube view that is driven by the workflow. In this cubeview the user sees base level entities as columns . This is achieved by using the synthax E#Root.WFProfileEntities. At the same time I would like to add a column that totals those base level entities to see what the totals are at the parent level. Does anyone know what the syntax is? Thank you in advance for your time.

Could you confirm if it is possible to apply Security when using in an application the EXTENDED DIMENSIONALITY: It means, if we  want that Corporate cannot create new users for a specific LOB, or create new companies or accounts or manage access rights for this LOB. It is possible to restrict to Corporate all these options? Many thanks

Hi Team, Could you please let us know if it's possible to use the function math.pow in a databuffer? and if yes, which is the correct syntax? As for example Dim resultDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("Math.Pow(($sourceBufferMonthlyRate),$sourceDataBufferResidual)") or maybe in a api.Data.Calculate function?  Thank you in advance! Giorgia

Hi, Does anybody have a example of an business rule to import data from Sage with an API?  

Originally posted by Rahat Fatma Hi I am trying to load data into BI Blend cube but getting this error while table creation.  "BI-Blend base data does NOT match any Aggregation Base Members." Where do I need to look to trouble shoot the issue.

Hi everyone, I need to retrieve the account name from a certain line in a cube view in an XFBR rule.  So, it boils down to the need for an api.Pov.Account.MemberId XFBR equivalent.   Is there anyone that can help me with this issue? It seems so simple but I cannot figure it out. Thanks! Floris

Hi Team, The user unable to login into OneStream application. We have verified that all access has been setup. But, after clicking of "External Provider sign in " we are facing the below "500 internal server error"     Thank you Regards, Praveen

Hello, If I wanted to build out a driver based forecast in OneStream, are their any trainings or webinars that can explain that process? 

Looking for some guidance with using the attribute field.  I think I found a limitation with using it, but I am hoping it’s a simple fix and not a legitamate limiation.  Scenario:  creating a cube view where the first few rows are drive by account,  the next several lines are driven by UD4 and Account.  UD1 (departments) are driving the columns, except for when it comes to the rows that are driven by the UD4.  At this point we need to use the UD4, Text 5.  To do this, we created UD8 members that pull in attributes based on the UD4, text 5. The cube view: Rows are the UD4 and accounts.  The columns are UD1 but we have row overrides for the rows that need to be driven by the UD4 text field.  The row override pulls in the UD8.  This works for the first few UD4 attributes being pulled.  Then it just stops after roughly the 4th parent member under UD4. I can force it to work but adding in a column override (I don’t know why this wo

1. I am trying to export as trx for the derivative rule with a business rule in it. 1a. Once it exports, the exported file doesnt have the business rule name in it. (OR)2. Exported the rule as xml via application export and then opened it in the excel file as XM table. However, once i add rows below it and then try to export the file -> It says cannot export.   How to insert multiple lines in the excel and get tehm exported as xml for onestream input ?  

Hi All,  I am getting this error  "The SMTP server requires a secure connection or the client was not authenticated. The server response was: Authentication required" while trying to Use BRApi.Utilities.SendMail using the ConnectionName as "OneStreamEmail"  Thanks 

Is there any way to create a Cube View or Dashboard which has the ability to drill through without logging into the Application? The non authenticated users should be able to access the artifact and view the data. Any help would be appreciated. Thanks

I am trying to get the description for prior year in my Excel header for cube views. There is a substitution variable for current year but nothing for prior year. Anyone have any suggestions? Instead of the format 2023M3, I want the header to bring in the description that says March 2023. Below is my current year variable.

Hi,Is there a way to show a prompt for a dashboard ONLY during the first time the user opens the particular dashboard? User will provide some POV and this should be saved to be used by the dashboard everytime the user opens it. I am thinking of creating a custom table on the database that gets populated with the username, and the POVs that the user chose.  It would be best if I can make use of the dashboard parameters prompt, and just create a rule to (1) check if the user has an entry on the custom table, (2) do not show the parameters prompt if the user has entry. Thanks! Thanks!

Hi All,We're running into a few problems with an existing BR that is used to change the state of the current workflow. The current BR is used in the admin workflow & we haven't encountered any problems, however when end users attempt to run this rule on a child workflow, they receive the error message below.Business RuleIf args.FunctionName.XFEqualsIgnoreCase("WorkflowStatusUpdate") ThenDim strChangeType As String = args.NameValuePairs.XFGetValue("ChangeType")Dim selectionChangedTaskResult As XFSelectionChangedTaskResult = Me.WorkflowStatusUpdate(si, strChangeType)Return selectionChangedTaskResultEnd IfWhen an admin progresses the workflow the end users are able to execute the subsequent steps to complete their workflow. Is there something I'm missing in the current rule that needs to be changed or is this an issue with our security setup?Thanks,