OneStream Platform Forums

Hi All,   I am unable to clear the staging data even after doing " Clear" from import and "Clear all imported data from Cube" by giving right click on the period, Can anyone suggest how to clear that?     Thanks in Advance

Hi Community,I am building a Business Rule which will pull data base level data for a specific parent under the Account dimension.I am using FdxExecuteDataUnit to pull data from the cube, but I am not able to add Parent.Base as Account filter in the parameter.  It's seem like I am only able to put a member directly and not and .Base member in the filter. Dim sFilter As String = "Origin='Import' and Flow='EndBal_Input'"BRApi.Import.Data.FdxExecuteDataUnit(si, sCubeName, $"E#{sEntFilter},E#82,E#85", sCons, scenarioId, $"S#{sScenario}", $"T#{vPeriod}", sView, True, sFilter, 4, False) Thank  

Hello, where can I find the definitions of the LogonStatus codes in the UserLogonActivity table? I checked the design document and didn't see them there. Thanks! 

Hi Everyone. I have the following Databuffer, but what I want to do is to change the accounts to the following:  A#TRAVEL.Base, ,A#OTHERINCEXP.Base,A#ADVERTEXP.Base, A#PRINTINGSUP.Base, A#REPMAINT.Base, A#DELIVEXP.Base, A#COMMUNEXP.Base, A#PROFEES.Base, A#PROFEESDSPMT.Base, A#OTHERCONT.Base, A#DEPAMOREXP.Base, A#RENTEXP.Base, A#UTILITIESEXP.Base, A#OTHOCCOST.Base Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(CB#[HLFPLN]:E#" & curEntity & ":S#[" & curScenario & "]:T#2024,[A#OCCUPANCYEXP.Base, A#CONTROLEXP.Base, A#OTHERINCEXP.Base],[U1#" & curDepartment & ".Base])") but at the end I want to remove some specific accounts, so I would like to know how to do this without the parents that have the .base, example:  612900 621105

Hello, I'm building a cube view and we have some small amounts that are causing our B/W Pcts to have a huge %. Is there a way I can use conditional formatting to make the value show as 0 instead? Thanks, Will

I am creating a tableview and I would like to pull the timestamp of when all our sub-workflow profiles were locked. I can audit each and get the lock history so it is stored somewhere. We have our workflow profiles set up like this: Jan->Import->IC Matching->CAC->Close Month End (Certify Step)->Other reports->Close reports (Certify Step) Right now I can pull whether each step is locked using "BRApi.Workflow.Status.GetWorkflowStatus().Locked" and can get the timestamp of a profile with a certify step using "BRApi.DataQuality.Process.GetCertification". When I use "BRApi.Workflow.Status.GetWorkflowStatus().LastExecutedStepTime" it pulls a timestamp only for the top step and the certify steps (however in one of our dashboards we use this method to pull the timestamps of all our sub-profiles). This however is still just the last step done and not the actual locking time displayed.   Dim icInfo As WorkflowInfo = BRApi.Workflow.Status.GetWorkflowStatus(si, BRAPi.Workfl

Originally posted by Sue Termyna Is OneStream compatible with Citrix?  We are looking to have offshore resources access the Windows client and also use the Excel Add-in via the Citrix Virtual Desktop platform.

I have added below as improvement suggestion in IdeaStream. In have some cubeviews with page captions that give some details on the content, when I use a dashboard with Tabs in a workflow, the description of the Dashboard component becomes the page caption. Is there another place where I can add a caption? Example: Cubeview has Page Caption:  Outbound Freight Rates Direct Shipments from |CVUD2Desc| |CVScenario| |WFYear| in USD (Incoterms based on customer master data), it shows like this: Dashboard component cubeview has Description: Outbound Freight Direct Shipments and this becomes the page caption like below: I would like and expect to see the page caption as maintained in the cubeview.              

Hello,  I am wondering if there is a way to save cube view parameters for individual users?  For example if a user has a cubeview they run often and always have to select through several parameters, is there a way to set this up so they options are always saved and they can just updated the date? Or would this be something a book would be created for?   Thank you for your help!

My application has a weekly time dimension? I am trying to find a function that will derive prior weeks so I can calculate the Trailing8WeekAvg and Trailing26WeekAvg. I am able to get the last actual week via a literal value set by a combo-box. Based on the last actual week, I am trying to get the prior week. I have tried  api.Time.GetPriorPeriod(api.Time.GetIdFromName("2025W8") and it returns the prior month 2025M1 not the prior week. I also tried: 'Dim dPriorWk1 As Decimal = api.Data.GetDataCell("T#PeriodPrior1(2025W8)").CellAmount which passes the syntax validation but then returns an invalid script error. I have tried encompassing 2024W8 in [] or quotes and still get an invalid script error. I also tried V#Trailing2MonthAvg and V#Trailing6MonthAvg but they only work for Months. All suggestions are welcome. Thanks.

Hello,What are the factors one should consider while deciding between whether to create new cube vs using new scenario type in existing cube for different processes like Forecast/Budgeting etc. Will creating new scenario type would put any performance issues on existing processes (say for Actuals)?We don't use any extensibility currently in application, and only using Consolidation (Actuals) with Account recs.Thanks,Gaurav

Hi Everyone. What I want to achieve is a method for performing an allocation where a charge is made from one entity to another, or even perhaps just a different department within the same entity. I have been reviewing examples, but I have not seen one where this transfer is made and the amount in the source entity is adjusted to reflect the charge. Therefore, I would appreciate your assistance in implementing this in a Business Rule (BR) to accomplish something similar to the example shown in the image and the BR that I reviewed. Dim sourcePov As String = "E#A:O#Import:F#EndBal_Load:A#100001:UD5#ADJ" api.Data.FormulaVariables.SetDataBufferVariable("source", sourceBuf, False) api.Data.Calculate("E#B:O#Forms:A#100001:UD5#ADJ:F#SomeFlow = $source * 0.5", False) api.Data.Calculate("E#C:O#Forms:A#100001:UD5#ADJ:F#SomeFlow = $source * 0.4", False) api.Data.Calculate("E#C:O#Forms:A#100001:UD5#ADJ:F#SomeFlow = $source * -0.9", False) api.data.calculate(sourcePov & " = 0 * $source") ap

Hi all, I'm trying to create a CV with: - row1 Account.base and UD1.base - column1 Dynamic Annotation that return the Account description  - column2 Entity the output with this structure is:                                  Ent Acc UD1 DescAcc   10   Do you know if there is a way to have the following output Acc DescAcc UD1 ? so put the description near the account code (I use the Annotation since I would like to have the account description in a specific column) without move the UD1 before the Account in row?   Thank You!

We are setting up TXM/RCM and would like to have the workflows in a separate Cube View Workflow Profile.  We have added a suffix to the appropriate scenario types on the cube setup and created the default Cube View Workflow Profile for this new cube suffix.  However, the customer already has some workflows that are being used in the original cube.  Is there any way to move these to the new profile?  We know we can get it to work if starting clean, just not sure if it's possible to do anything with what they already have set up.

Hello Community, I have an issue, hopefully someone has a solution. I started with this article: https://blackdiamondadvisory.com/library/breaking-up-is-easy/ to try to get a grid/chart that some users want. My problem is I’m trying to get it set up for so for the current year it shows two rows, one for Actual and one for Forecast, but only shows data for actual up to a selected period and only shows forecast for the periods after the selected cut off.  I’m trying to do that by selecting the U8# of “data” or “None”   Here’s what my rows look like:     Here’s my column as it pertains to these two rows (using overrides for the prior year rows, which work fine) Here’s the function which I think is working,   The issue is trying to pass the scenario in my XFBR.  Everything I tried is passing “Actual”.  I tried CVScenario, PovScenario, MFScenario (this one failed).  How do pass the specific cell or row’s scenario for consideration in a column Cube

Hello! I encountered an issue where the results retrieved from a quick view setting varied significantly at different times. I want to understand why this occurred and how to prevent it from happening in the future. Can you help?  

Is there a way to achieve a 90 degree vertical orientation for text within a report header?  See example screenshot where the right most 8 column headers are vertically oriented. Looking to achieve this within OneStream reports. Haven't found anything within the standard formatting available.  Thanks

I'm using the action setting on the buttons parameter to pass a value, but nothing is happening. This button is used as a link to open a dashboard, that parameter is the id of the dashboard.

Dear community, It's an open question, hopefully you can forward this topic to other consultant and active people working on OneStream. The question is : how do you think is the best way to work on restatements ? Use Case : the customer load and input data, then validate them all and lock them, finally they report data for 2022. In 2023, they need to modify some of their input because they have more accurate data, which they will ultimately report on as 2022 (restated) in their 2023 reportings. Waiting for your anticipated feedback and thoughts on Workflow definition for this use case, eventually consideration for dimensions build. Regards,

I have several data feeds from OneStream to different application/db.I am currently trying to pass a parameter from OS which says which application and environment does the data feeds belong to?What is the db table and column name where the applicatiotion  name and  the application environment is stored in?

Hi Everyone. how could I do the following getdacell through the data management, that is to say to obtain those specific departments, because when I leave it in all_departments in the data management it does not go through, then I would like to know what I can do to do things like this in the rest of the POV elements. Dim dataCell1 As DataCell = api.Data.GetDataCell("Cb#HLFPLN:E#41401_41402:C#INR:S#[Forecast 2023M2]:T#2023:V#Periodic:A#611900:F#None:O#Top:I#None:U1#D1309:U2#ALL_PRODUCTS:U3#COUNTRY_RPT:U4#ALL_PROJECTS:U5#None:U6#None:U7#None:U8#None")  

Hello, I was wondering if it's possible to have a formulas name changed based on what entity it is on? Currently I have a formula that adds up the intercos of a specific account but when I overwrite the name I cannot get it to show what entity it belongs to. I've tried a couple of variables such as |CVEntityDesc|, |POVEntityDesc| and |MFEntiyDesc| and all of them seem to just pull the WF profile I've currently selected. This is what I was able to do in our Financial Reporting Software that I could make it recall the outer member to produce the name dynamically Thanks, Will  

Hi, Does anybody know if there's a way to create Data Attachments using business rules? Something similar to this functionality, but in code: Thanks!

Good day  I was wondering via format or conditional formatting how can we get the value shown on the cell to be absolute? Regards

Hello, I am trying to add scroll bars to a dialog box that has 6 components.   Tried changing the layout to Horizonal and vertical stack with other settings.  This did not work and also asked the one stream experts . my team and appears there is no sure way of accomplishing this.  Is this possible in OneStream ?     Thank you, Sharon