OneStream Platform Forums

Hi, Grateful for help. I am trying to expand a member in the Account dimension. I want to expand all children that are base members.A#MyMember.Children.Where(HasChildren = False)Above is the formula I am using, but it doesn't work. If I enter False, then all accounts are shown (even calulated members/parents) and if I enter True then all rows are suppressed, I get no result at all.

We have a cube view with Entity Hierarchy in rows displaying values in local currency at the base level and USD at parent level. columns are CY Amount, PY Amount, Variance, Variance %, Currency Change Note - Currency Change is always reflected in USD(both at base and Parent Level) Formula for currency change = (CY Avg Rate - PY Average Rate)* CY Amount (conversion to USD) Problem Statement  Currency Change is displaying correct values at the base level entity, but when rolling up its showing a 0 because the CY Amount at Parent level always shows in USD so the conversion rate by default is 1.   I am looking for a solution to have the Currency Change apply only at the base level and the parent should be a rollup of the base. see screenshot below. Looking forward to some inputs here!      

Hello OneStream Experts, Our consultant team has build custom Seeding dashboard for us to seed data but I would like to add confirmation before my admins click on seeding button to make sure they got source and target right.   Do we have anything in OneStream where I can have msgbox or some kind of message to double check source and target section?   Saurin

In this Cube View I'm building there are multiple columns - some of them amounts and some percentages. I tried to put the percentage and decimal formatting for those respective columns in the column cell format. However, that formatting is being overridden by the row formatting. I'm trying to get the cell formatting to do no decimals and no percentage signs for the cells that don't need it and decimals and percentages for cells that need it. Please provide some guidance! I attached a screenshot below:  

Hi All, We have a technical blocker for one of the report in our planning application. This report has UD2, UD3 and account as parameters. On the dashboard, this report appears fine when user seamlessly selects the parameters from the interface. There is some dependency between these user selection options which is handled through XFBR rule. For a specific UD3 member, a certain list of UD2 members will appear for selection, for another UD3 member a different set of UD2 members will show up and so on. We have the same report available as an offline report having the same cube view connection. In the spreadsheet, this dependence is causing a blocker and parameter pop up for UD2 appears blank showing no options for user to select values. Kindly guide us on how this dependence of parameters can be handled in the spreadsheet having the same cube view connection.

Hi everyone,   I have some blank rows in my reports, and I wondered if I could make them smaller than the default row height. In the cube view report, there is no option for setting the row height, so I considered setting the font size to 1. However, this doesn't change anything. In the reporting options, you can set the row height. However, setting it to 1 doesn't seem to do anything. No luck either with the font size. Question boils down to: Is there a minimum row height? Any answers are much appreciated. Thanks! Floris   

Hi, Is it possible to bring in two Scenarios in a QTD column that are not Quarterly periods like M5 or M7 or M10.For example if I use Q1 by default it will be March period and for Q2 it will be June. But if the user wants to pull in data for M5, In Q2 column can we retrieve two months Actual (M4 & M5) plus One Month Forecast (M6)? Or if the user wants to retrieve data for M4,  can we retrieve one month Actual (M4) plus Forecast (M5 and M6) for Q2 period. Please advise if there is any function to retrieve this in Quarterly Periods or if we need to create a business rule for each quarter. ThanksSamuel

Hi all: I would like to reference the Cube View name in a Business Rule as part of the Cube View structure.  My current assessment is that this is not possible but thought I would check with the community to see if I've missed anything. The goal is to manage all our Column Shares and Linked Drill Downs in a centralized repository which allows us to utilize common parameters on all reports.  This greatly simplifies both report writing and maintenance of these features across a wide swath of reports where the same column shares and linked drill downs are used. I have the custom tables, prototype business rules, and parameters all working with a hardcoded cube view name. The next step would be to make it dynamic by referencing the cube view name itself.  Again, it doesn't look like this is possible but wanted to check if anyone has an idea for making this work.  My assumption is that this functionality would work in a dashboard where we have more control with load even

Hello, I'm attempting to leverage the UD8 Compound Annual Growth Rate (CAGR) business rule as a dynamic calculation.   The formula works great on most intersections, but I keep getting this error message on certain intersections: --> Unable to execute formula for member 'xxx'. Value was either too large or too small for a Decimal.    Does anyone know what is causing this our how I can overcome?  Even a single intersection error wrecks my cubeview presentation as you can see with the attached image.   I'm able to recreate the math in excel and the result doesn't seem unwieldy, so I'm not sure how to resolve.    Thanks, SeanUD8 CAGR Business RuleError Message being thrownMath - highlighting intersection with error via a QuickView  

When viewing the Intercompany Matching Summary Page on a WorkFlow, the Status Flag Filter is showing only filenames (not "Pass", "Fail"). Does anyone have the answer to how to fix this? 

Running a report and the company's logo is appearing on the left top corner and I would like to hide that, just not sure how.

Hello Our customer would like to reconcile sales/costs by division. is there a way to display the UD elements in the IC matching report? I see that only 1 element can be selected in the parameters Thanks in advance Marcello  

Does anyone know how to keep the OS Excel Add-in from crashing when you activate the solver add-in? I can't seem to get these two to work at the same time. Has anyone else experienced this?

After validating data in the XFSqlTableEditorSaveDataTaskInfo.EditedDataRows property collection, if a record fails validation, I set the XFSqlTableEditorSaveDataTaskResult.CancelDefaultSave property on saveDataTaskResult = True and return it.  SQL Table Editor still saves the data.  Same if I set it to False.  Am I missing something?Code:         For Each xfRow As XFEditedDataRow In saveDataTaskRows isValid = validationHelper.IsValidDetails(xfRow) If (Not isValid) Then saveDataTaskResult.IsOK = False saveDataTaskResult.Message = $"{saveDataTaskResult.Message} {Environment.NewLine} {validationHelper.validationMsg}" saveDataTaskResult.ShowMessageBox = True 'SQL Table Editor still save the updates 'regardles whether this Is True Or False saveDataTaskResult.CancelDefaultSave = True Exit For End If Next Return saveDataTaskResult              

Hi,I'm working on clearing data from a Plan scenario and ran across this error. Has anyone encountered the image below? If so, what did you need to do to clear the data out?   

The issue is the following:For one of our clients we have a workspace step in our WF which has a button “Start SAP BW Process Chain”. This button triggers a data management sequence and should in the end turn the Workspace step green (if no error happened). When pushing this button there should also be progress bar showing where in the process the task is.Question - Is it somehow possible to start a data management sequence in a way that it displays the progress bar from a dashboard extender rule and that the workspace button is completed? We tried the following:Running all three versions of BRApi.Utilities.xxxxDataMgmtSequence (Start/Queue/Execute) but these always start the dm sequence in the background without displaying the progress bar.Is there a way to enforce to show the progress bar?Could event handlers maybe help out to give back the completion of the worfklow? Does anyone have an idea on how we can get the workspace to complete (turn green) and show the progres

Hello ! I am trying to execute the "LogonAndReturnCookie" web api. I thought everything was configured correctly, but I get the message (401 - unauthorized) : "Error processing External Provider Sign In information. Custom Scopes from the Request do not match the ones configured." In the REST API documentation, it is written that the "custom scope" should be as followed : (OneStream web api  app custom scope : allowpostman) : [screenshot removed] How do you configure this custom scope in the app / in azure AD / in postman ?   Regards,

Hi All, I am creating a cube view with a 'Current Year' column and a 'Prior Year' column based on the POV (this company has an August close fiscal year).  These columns work if I am viewing full year over full year, but if I want to view Feb 2022 YTD vs Feb 2021 YTD, it does not work for the prior year.  The values returned for 2021 only show the full year.  Is there a way to dynamically pull 2021 YTD data based on POV? Attached is a snapshot of what I currently have tried. Any help would be greatly appreciated. Thanks, Damaris

We are trying to input data on monthly basis for forecast and actual. As in next step if we want to see QTD view which should be M1+M2+M3 , but its not working. how does this QTD and MTD workflow works in the form ??In historical data its working perfectly fine.

I am trying to use LockWorkflowUnitDescendants with a non standard channel. The logic seems to allow express use of 'NoDataLock', 'AllChannelInput' and 'Standard', but for custom WF Channels, can't seem to identify how to get the GUID.'Dim wfChannelId As Guid = WorkflowChannel.Standard.UniqueID -> THis works'Dim wfChannelId As Guid = WorkflowChannel.custommadechannel.Uniqueid -> this doesnt workBRApi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk, WorkflowProfileTypes.InputImportChild,wfChannelId )

Hello,  Our Organization is currently going through a Planning implementation of OneStream. We have provided a list of enhancement requests to OneStream that we feel would significantly improve the products reporting capabilities. Here is a list of the enhancement requests submitted. I am posting with hope that other customers would also benefit from these enhancements and reach out to OneStream directly to also request this functionality! You can also like ("Kudos") this post.   1.       Drill Down within XFGetCell Function. (This was something that came up a lot at Splash when discussing with other customers) 2.       Retain excel formatting when refreshing quick views 3.       Ability to utilize the member description to pull quick views or XF functions (Today you can only user member name) 4.       “Hardcode” the default Quick View POV when creating

Hello Team, Do you have an update on possibility to have a direct connection to fetch data from OneStream SQL database. Thanks.    

In Microsoft Excel, the Percentile and Percentile.Inclusive functions use the R-7 Methodology, Percentile.Exc uses the R-6 Methodology for Quantiles.   These functions exist in the OneStream Spreadsheet tool, does anyone know if they are the same as Excel?

I am trying to import data directly from an external database and store it in a temporary data table in OneStream using Vb.net code.  Unsure if this needs to be achieved through extender business rule or connector business rule.  A code snippet of similar implementations would be helpful.

Hi,    I am trying to allow users to calculate cube view in a workflow on an icon (see picture attached) within the cube view, but when they right click on the cell, calculation is disabled. Please let me know if someone knows solution for this