OneStream Platform Forums

See the TWO screenshots below, the first is bad and the second is good. In dashboard design mode on some dashboards, what is causing the left panel to be blue? This is the vertical panel that shows all the artifacts in the dashboard.  This is preventing us from seeing which artifact is being selected in the right panel.  In this screenshot the "PDO To Update" label is selected in the right panel but the artifact is not highlighted in the left panel. This makes troubleshooting much more difficult. This is bad In this screenshot, the "Create New PDO" label is selected in the right panel and we can see the artifact hightlighted in the left panel because the left panel is not blue. This is good    

We are using an Extensibility Rule to import data from a database using a Stored Procedure (SP) within a do...while loop that modifies the SP parameters. The current implementation works as expected, but our customer has requested us to modify the Business Rule so it executes the SP with all the loop combinations, even if an error occurs during a single SP execution. I attempted to implement this using nested Try...Catch blocks, so the error in the inner block does not get to the outer one. Unfortunately, it did not resolve the issue with this code structure: Try (previous code, including do) Try BRApi.Database.ExecuteSql(...) Catch ex As Exception log.AppendLine(...) End Try (more code, including while) Catch (general error handling) End Try The BR still terminates when an SP error occurs: am I missing something? is there a way to prevent the BR to stop when an error occurs? Regards,

This is a weird question but how can I confirm what version I'm on within a OS application? I used to use the version on the top bar of the log in window in both excel or the OS windows app but I learned today that there's the possibility that our environment version is different than what shows there if the versions are not kept in sync by our IT team.  Any direction would be helpful!  Thanks! -Nicole

Hi,  I'm having difficulties trying to specify the Parent Filter in the data management step and was wondering if anyone has encounter this before and can suggest a better approach. I'm creating a data management step to trigger custom calculate elimination rule and trying to specify multiple parent members however it doesn't seem to work properly. When debugging the BR, i can see api.pov.parent is returning nothing whenever multiple parent members are specified in the parent filter of the Data Management Step.  It does work properly when a single parent member is defined, but this means I need to create multiple data management steps to triger the same calculation.  Below is the illustration of this scenario. Appreciate all the help/advise i can get. Thank you.

Hello, Is there a way to set the default value for the member list . I created a parameter and wrote a XFBR string set this parameter as the default to the other parameter that is the bound value on the cbx and it did not work.   Any suggestions? 

Hi All, Can you help me please? Within the Hierarchy for the business, there is a section called GroupEntity. No one is claiming use of this and so I would like to delete it, if possible, to avoid the extra maintenance needed to keep the structure in line with the others each time a change is needed. Is there a way to see where this has been used or gets referenced? I guess I could just delete this and wait for people to shout but if there is a better way to approach this - Please let me know? Thanks in advance for any pointers given here. Cheers,John

Regarding check box selectors (selecting multiple options) in some of the dashboards that I have created, when selecting an entity, the user has to scroll down until they find the entities they are looking for. So, I would like to know if there is a way in which I could add a search bar or similar that could facilitate the search of the entity, account or dimensions desired. I know it is a long shot but it would be extremely useful. 

Hi all,   Does anyone know how to call a dynamic member list inside a member formula (well, I need it for a dynamicCalc but it can be generalized). I can call the member list in a CV with the call:  I#ICEntities.CustomMemberList(BRName= BRName, MemberListName= MemberListName, Param1 = Param1, Param2 = Param2, Param3 = Param3)   In the Design and Reference (Examples of Key Functions in Use (onestream.com)), we find an example of a static member list.  Thank you for the help. Regards

I have an Assembly which is compiling without errors. The Assembly type is DashboardStringFunction. I called the assembly from DM step in the Time Filter: XFBR(Worspace.PS_Allocation_Rules.PS_Allocation.PS_XFBR_Allocation, MultiSelectTime, Allocation_MonthsToCopy=[|!Allocation_MonthsToCopy!|]) When I execute the step, I am getting below error: Error processing Data Management Step 'Allocations_AllAccountBkt_Step'. Invalid parameter. Time Filter, #ERROR: XFBR[Worspace.PS_Allocation_Rules.PS_Allocation.PS_XFBR_Allocation, MultiSelectTime, Allocation_MonthsToCopy=[2023]]. I am calling the function as per the reference material: XFBR(Workspace.WorkspaceName.AssemblyName.FileName, FunctionName) Appreciate your inputs

Hello! We continue to run into below error when changing our Global POV (application properties) over to our new fiscal year 2025. When our global POV is set to 2025P1 we receive the below error. When our global POV stays on our last month's 2024P12 we do not get the below error. We feel like we've checked what we can in regards to the transformation rules, workflow profile settings, cube settings etc., and can not seem to correct this issue. Any suggestions are highly welcome. Thanks!  

Hello, I have a .txt file to import and the delimiter are tabulations. Do you know if I can manage with it? if yes what do I have to enter in the delimiter field?Thanks Nicolas

Hello,  For one of our customers, we want to make the flow selectable in the ICP matching parameters (Closing and Merge). This functionality works properly in the data adapter, which is linked to the pdf report (via a member list Flow Dim parameter). Method Query used : {|WFProfile|}{|WFScenario|}{|WFTime|}{|!SelectPlugAccount_ICMR!|}{C#EUR}{V#|!View_ICMR!|}{|!SuppressMatches_ICMR!|}{|!MatchingTolerance_ICMR!|}{E#|!SelectEntity_ICMR!|.Base}{E#|!SelectPartner_ICMR!|.Base}{F#|!SelectFlow_ICMR!|}{} However, this option doesn't seem to be available in the native ICP Matching data feed in an Interco workflow step. The filter in ICP matching parameters does not accept the parameter F#|!SelectFlow_ICMR!|  OSXF version: 8.0.0 Could you share your insights with us if there's ever a possibility of having this flow filter selection also by Interco workflow step? Thanks in advance for your help !

In our recent discussion with OneStream team during a demo session, we observed that the version you guys using are different than the version we have meaning the UI, we still use the older version with blue colored interface, but you are using with new OneStream changed version in black color interface, when do we as a user's going to get it.

Hello,Our environment is OS Cloud 7.4 version.I am trying to explore if it is possible to copy OS internal App table data to external DB thru SIC? I know there is way to extract OS app table data and save to 'External' DB table with  "BRApi.Database.SaveCustomDataTable" command passing "External' DB location as a parameter. We currently extract/read from "Custom" DB connection thru SIC into OS Cloud no problem, but now I want to data to go out bound from OS DB to SIC "Custom" DB.Thank you.

Hi All,So I'm working on a dashboard that is tabular and each tab is linked to a different cube view component that are independent of each tab. All the tabs in the dashboard have one header with buttons that allows you to execute multiple different functions. Since each tab is tied to a different cube view I want one of the buttons in the header to perform a function based on which tab in the dashboard I am in. Is there a way to retrieve which tab I am in currently in a finance rule?   P.S- If there isn't a solution I can create two buttons that do similar functionality but the functionality is based on which tab they are in.

Hi All,   Can someone please teach me guide me how can I set the Import validate Load or process the automation and catch the error log with file in the email step by step please.  Thank You so much in Advance. 

Hello All, Our customer, who is migrating from BOFC, would like for organizational and technical reasons to keep using his intercompany dimension to capture sales to third parties but would also need to group these sales by sales channels.Their entity structure has a parallel Distribution channel structure (entities that are not part of the consolidation scope).  Is there a way to aggregate only certain IC (the ones belonging to a certain sales channel for example) ?Can we even do an IC reconciliation by grouped intercompany? Thank you in advance for your help/advices

i want extract TB input form data for all base entities at once. is there any way to have mass extract? 

Can we install two versions (8.2 and 8.4) of OneStream desktop client and OneStream excel add-in client in the same machine ? Later on if i want to uninstall 8.2 does OneStream have an uninstaller using which i can un-install 8.2 Any inputs around this will be highly appreciated   

Is there a function to lookup the name of a member from description.  I've been looking at the functions for a couple hours and cant find anything

Dear OS Experts, really appreciate your support on this, I have written a business rule for some generic calculations based on the calender months. the rule is working for USD currency but it not working for CAD. Any suggestions on this code corrections?     Namespace OneStream.BusinessRule.Finance.Temp234Calc Public Class MainClass #Region "Main - xxx Calculation" Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object Try   Dim timePeriod As String = api.Pov.Time.Name Dim entityCode As String = api.Pov.Entity.Name Dim monthNumber As SByte = api.Time.GetPeriodNumFromId Dim yearNumber As Short = TimeDimHelper.GetSubComponentsFromName(timePeriod).Year Dim currScenario As String = api.Pov.Scenario.Name Dim currCons As ViewMember = api.Scenario.GetConsolidationView() Dim localCurrency As String = api.pov.Cons.Name   Dim conversionMonth As String = args.CustomCalculateA

Dear Community, I didnt find a good hint wihin the reference guide. So, I hope you can help me.  I know a Quick View POV is always set to be the default, which is set in Onestream. Otherwise I see, that Account or time can´t be adjusted. It is always the same "starting quick view" which is visible. So, I wanted to know if there is a way to set the POV to be different per each user or user group.  In example, if a finance user starts a quick view, he/she should initial see, what they want to see. Meanwhile an administrator should see something different, without the need of changing the POV.  Do you know if it is possible to change the initial POV? Or is the initial one always the same?Best Regards, Markus

Hi Everyone, We need to understand the scenario settings due to which we can avoid the data backing off (shown as derived, not stored value) for the next month when we enter a data in a periodic view. After digging up the community, we found some posts redirecting to change No Data Zero View for the scenario to YTD but that still doesn't solve this behavior. Is there any particular in the application/scenario where I can change to show no activity months as "0"?Thanks!JackLacava 

When loading data through a workflow- and when "Load and Transform" is clicked-> we can get Import error like below. Where are these import error stored? I need to put the contents of below error in an email.     Where are these errors stored. 

Does anyone know what this error message means when trying to create an Extensible Word document? How do you create a document in Task Manager?