OneStream Platform Forums

I am looking for a business rule or function to lock and unlock workflow and then set it as scheduled task.

CubeView that was assigned to different role is still visible when the user is set to another role.Example:CubeViewProfile1 - Access Group: Role 1CubeViewGroup1.1 - Access Group: Role 1CubeViewGroup1.2 - Access Group: EveryoneCubeViewProfile2 - Access Group: Role 2CubeViewGroup2.1 - Access Group: Everyone User with Role2 is able to view CubeViewProfile1 and all of its members while user with Role1 is able to view CubeViewProfile2 under OnePlace > Cube Views.How do I hide the CubeViews in OnePlace from users who do not have the right role? Are there other configurations I need to take into consideration? 

Hi everyone, I don't find a lot of documentation about the vDataRecordAll view. Is there a reason as to why this is not easily available? How hard is to get the JOINS to the main tables, so we can see the dimension name, dimension value, etc? Or even a relationship diagram.     Thx Raf    

I have some quickviews that have duplicated rows and I can not get them to delete.  I have tried all the supress row options and nothing seems to remove duplicates.  If I supress zero data, all the rows go away.  If I high light rows I want to delete and delete them, as soon as I refresh they all come back. 

Curious if anybody knows how to accomplish something I am trying to do.  We have a few DM jobs that are pretty intensive that we run over night and once that job runs it seems like the server it ran on gets bogged down and eventually that server turns red, stops responding and jobs get hung up.  What I would like to do is add another step that says once my big DM is done restart that server but I don't want to force restart it in case a user is currently running on that same server.  So I want to do something similar to what happens in these "recycling" options so that once it gets to the recycle server step in the DM job it stops accepting new jobs and waits until all current jobs are done running then restarts that server.  Curious if anybody knows how to accomplish this or something similar that would fix my issue.  

Dear community, I am trying to implement a CAGR calculation as shown in this link : https://blog.hubspot.com/marketing/cagr-formula-excel I have 3 years of data in a cube view, hence my calc should be : (end value / beg value) ^ (1/3) - 1   However, OneStrea does not recognize this "^" which is a pity. What are the alternative to define an exponential value in the cube view ? What I currently have : GetDataCell( (CVC(end_value) / CVC(beg_value) ) ^ (1-3) -1 ):NAME(CAGR)   Many thanks for your input on this

Hi everyone, Thanks in advance. I am building a CV report where the Scenario filter is a Delimited List Parameter, the value chosen there going to be the Scenario Filter Member for an speceific Account defined as Dynamic Calc. The issue appears when I try to ask for the POV Scenario name because I need that Parameter chosen value instead of the Actual Scenario. This is my formula: And the result of that is from Actuals.   Thanks a lot if anyone has a differente way to do solve this. Just keep in mind that I need the Chosen Value in that specific Parameter

Hello, i have a scenario with a range defined (i.e :Month 3 to Month 12) , i wanna process cube only on these months from month 3 to month 12. however when i launch the process cube through the workflow profile, it executes all the periods (even the prior ones , i.e M1 & M2) , i tried to lock through a BR these two months but it didnt work... how can i process cube only on my scenario range plz ?  thanks,

Hi All, I am trying to solve for a circular calculation pass with allocations.  I am using the equity pick up functionality on the entity properties.  It wasn't behaving for me.  In reading the Design and Reference Guide I see is says " When writing formulas, use api.Args.CalculateArgs.HasRepeatCalc and api.Args.CalculateArgs.IsRepeatCalc to determine if the engine is currently running the repeat calculation".   When I look at the sample code for HasRepeatCalc, it just has Dim bValue as Boolean = args.CalculateArgs.HasRepeatCalc.   I am looking for a practical example of how to use this calculation.  Other than that little piece in admin guide, I can't find any other information on it.  Not used in the GolfStream app either.   Any ideas would be welcomed.    

Hello! Looking for guidance on how to formatting issues in Guided Reporting.  - How to fix rounding issues - How to fix spacing between Parent and Children - Is there a way to freeze the headers in guided reporting so the user can scroll down during review?  - When exporting to Excel, the time stamp in the bottom left corner reflects the universal time zone.  Is there a way to get the local time and zone (CT) for the user performing the export?   Thank you in advance for the help!! Gabby       

I'm writing a business rule that will extract the original imported TB files loaded at month end for each import workflow (which may have multiple files per period), rename the file with the time, wfprofile, and load time, move all load files for all workflows to one period folder, and delete the individual wfprofile folders autocreated. I've been successful with all of the asks above, except I'm having trouble extracting the filetimestamp to insert into the new filename. I've found the desired FileTimeStamp field within the stagearchivesinformation table where the sourcefilename matches the filename extracted, but not sure how to reference that field...  Any suggestions?   EXTENSIBILITY RULE: Namespace OneStream.BusinessRule.Extender._BR_ExportTBLoadFiles_Period_TimeandWFPublic Class MainClassPublic Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As ObjectTry'DEFINE THE WORKFLOW CLUSTER USED AS THE STARTING

Hello, Is it possible to create a business rule that sends an email with an attachment where the file that is being attached is saved in the application database rather than the file share?

Hey all - I'm wondering if anyone has brought in people data (salary/bonus/commission/job type/job title/hire and termination dates/etc. and weekly/biweekly payroll files) into OneStream from Workday. From what I have heard, the payroll and salary data would live in separate tables in Workday. I'm beginning to scope out a process flow to do the aforementioned, but the initial thoughts would be to bring in salary related data to feed into People Planning and bring in payroll related data for analytics and potentially account reconciliations.  The salary related data would mostly support the Finance org with budgets and forecasts.  The payroll related data would mostly support the Accounting org with variance analysis at the individual person level as well as possible automation of accrual journal entry calculations. Please let me know if anyone has done something in this realm or would like me to specify anything more.Thanks!

Is there a table that stores the history of data intersections (imports, calculations, journals, form entry) beyond the DataEntryAudit tables?

Hi everyone,  In the dashboard, I have setup my dashboard header, and linked it with the main dashboard but when I view this dashboard in different screen, the header loses it formatting. Anyone know how I can maintain the header format in different screens?

Dear community, We are now helping a client to set up a data management sequence to copy six months (T#YearM1-M6) of Actual data to Forecast. And user can start entering figures for Forecast M7-12.In Actual, data is loaded in YTD.The copy data step works, and we can see the correct consolidated data until M6.While in M7, we see data that should not be the case. When we checked the data on all the Base level entities, it showed derived data. All the other dimensions are also at the base level. And the view is Periodic.However, when we look at the Parent level entity, all the other dimensions remain on the base level and view in Periodic. The cell status shows it is "Real Data."  Below is the setting for the Forecast scenario. Can someone provide an explanation for such behavior in OneStream?Please note that we did not consolidate M7 after the data copy, and the Forecast scenario had no data.  Any suggestion is much appreciated!Thanks in advance! &

Is there a way to pull into XFGets a time stamp of the most recent GL import by entity? We have multiple GL imports and would like to add the import time stamp to Excel based reporting Example: Entity1  3/2/2023 9:05AM Entity2 3/1/2023 1:15PM Entity3 3/1/2023 10:00PM

Originally posted by Donald Thibodeaux I'm attempting to update the Actual scenarios to work with RCM and 'm receiving this message: Error updating cube. Cannot change Workflow Profile suffix from '' to 'SystemLoaded' because workflow has been started for Scenario Type 'Actual' in Workflow Profile Any ideas for changing the "Suffix for varying Workflow by Scenario Type?   Thanks  

Smart Integration Connector was launched as a feature of 7.3 and we have a new self-paced eLearning course available for you on Navigator to support this:OneStream Architecture: Smart Integration Connector (SIC) - Welcome to the OneStream Smart Integration Connector | Employee (thoughtindustries.com)Free to everyone who can access Navigator.

We are wanting to know how other government agencies are doing for their prior year financial statements. What is your solution on how to handle retroactive system changes within OneStream? 

How are you managing prepaid expenses and amortizations in OneStream (OS)?  Prior to OS, we were using Blackline, this tool had prepaid amortization templates that let us easily establish a monthly schedule of expenses. It contained an auto roll-forward schedule, and the system automatically amortizes over future periods.  This same feature doesn't exist in OS, and I'd love to hear how your company is processing these transactions.  Thank you!

TeamWhile importing data from local drive to Onestream through Import step (Load and Transform), i get an error "Global scenario member is not initialized". Can you please help:-1. Why do i need to select the data source manually everytime from local file even after uploading the file in Data Source2. How can i troubleshoot the issue "Global scenario member is not initialized" RegardsSKVK

We have subledger system change that I created new workflow substeps for, and I wanted to leave the old workflow substep out there for viewing historical loads, but not have someone have to deal with it every month from a workflow completion standpoint going forward.  If I inactivate the step, it completely goes away in all years.  What is a best practice for making a substep inactive, but keep it visible for history?

Hello, Is there a way to determine where the freeze panes will be placed in a cubeview upon the export to excel?  It looks to default wherever the headers end, but I have a view where I'm calling a naming convention using UD8 (data grid).  Also, I noticed no panes are frozen when a same cubeview is called in a report book using the excel export item.  Is there a way to customize these settings anywhere? Thanks, Sean

Originally posted by Kostas Daikidis   I'm having trouble setting up OneStream Golfstream sample on a standalone (app server, web server and db, no SSO) Windows 7 Pro machine for learning purposes. I have all the prerequisites, however, the app server fails to start with the following message: Error starting application server 'localhost' Please contact the System Administrator to resolve the issue and restart the server.Application Server Configuration Folder: 'C:OneStreamShareConfig'.Framework Database Schema: 'OneStream_Framework'Selected Server Set: 'Standard' I've followed installation instructions to a tee and tried clean install twice already. I'd appreciate your help.