OneStream Platform Forums

Hi there. Currently my client does not generate their financial statements from OneStream, however, is looking at using OneStream as a tool to possibly import, edit and publish into an adobe design template or word document for their Annual Financial Statements so that they can update comments and numbers and then export from OneStream again (basically trying to remove the back and forth to type setters') does that functionality exist in OneStream? Thank you.

I would like to know from fellow OneStreamers how you’ve done your monthly and quartely forecasting process. I’m not necessarily looking for a solution. Just ideas on how this can be done.i need to seed the forecast from actual and budget and then be able to visualize them through the workflow and be able to adjust budget data through load of file. how can i link the BR of copy with the workflow and to adjust the data , is it possible to override the data copied by loading a file ? i thought about adding a workspace for the BR of copy than import on the workflow name but i am wondering if there is better solution (best practice) for the forecast process.

Hi all, When I come into the marketplace to start evaulating when I should do my next software update, I see that there is a dropdown in the platform area that shows 7.1.3, 7.2.1/2/3, 7.3.0/1. I'm updating from 7.0.1 and would like to access 7.1.1/2 even though they are minor hotfixes, they should still be available for completeness? Maybe they're available somewhere else? Thanks for any insight

Hello! A user has requested a CV/report that starts with imported data and layers on journal entry details by each specific JE. High level it would look something like this with the pink highlights representing the detailed balances of each individual journal entry:                 Have any of you built something similar? Is there an easy way to get the journal entry name details into a CV? I’m guessing I can get them from the JournalHeader and JournalLineItem database tables but wondering if you’ve ever worked on a request like this. I've also submitted a support ticket so we'll see.  Thanks!

Hi All,We'd like to have a Form Template available only until 2022M9. To do so, we've entered the following parameters in the member Frequency filter of the Form Template:Is it possible to have a more dynamic way to apply frequency to all previous periods, other than hard listing it?  Thanks in advance! 

Hey guys!   I have been testing the BI and got to a point where I need your help.   I made a cubeview:   Added it to the data adapter         Made my grid and card, but it is showing different numbers.       I mean the SUM works but those are not my numbers.   I did tried with one of the calculated fields putting all the detail but it shows as 0.         I must be forgetting something basic but not sure what.   Hope you can help me.     Thanks!

Hello!Is it possible to create an Excel Book that uses different cube views per tab?  Please share steps.  Thanks!Marisol

Is it possible to use MTD & YTD in View filter for a Data Management job.It does not work if I use -  V#MTD, Y#YTD, but this format seems to work for other filters like for time if I sue T#2021,T#2022 there are no issues. But only for View filter using multiple filter seems not to work.Do anyone know of any workaround to resolve this?  thanks Kumar 

Hi all, i'd like to ask how can i get in the metadata builder view an initial complete version of the dimensions each time before adding new items?When i have to update the application dimensions,  i would always have the previous situation in metadata builder template as a starting point.Any suggestions will be appreciatedthanks you

Hi OSAdmin  We have a use case where the existing base entity members will be removed from the parent entity and the data of existing base entity member or the parent entity member needs to be copied into the new base entity that will be created under it, is there a way we can achieve this within cube through Business Rules or Data Mapping after metadata updates are applied and without asking users to update/adjust manually  The above can happen with multiple parent child combinations.   Before Metadata Change Hierarchy A (Parent entity) - Data - 40      A1 (Base entity 1) - Data - 30     A2 (Base entity 2) - Data - 10   After Metadata Change Hierarchy A (Parent entity) - Data - 40      A3 (Base entity 3) - Data - 40 Orphans     A1 (Base entity 1) - Data - 30     A2 (Base entity 2) - Data - 10   Thanks, Vishal Pai

Hi,  There seems to be an issue when pulling members through GridView from the dimension library.  As shown in the screen shot below, when filtering on a specific roll up within the dimension using the parent child relationship reference the report includes duplicate members. This is because OS is pulling all the alternate roll up locations as well. We are wanting to pull just the main rollup so that we can see the members and parents in separate columns within excel. Does anyone know how to get around this or another way to pull this data from OneStream.        

Hi,   I have a saved report setup with XFGets. One of the dimensions on the report points to the member "Top." Is there a way to have the XFGet show Top of the dimension and exclude a base member? Thanks.

Is there a setting or option wherein users don’t have to refresh the XFSetCell based excel reports every time the file is opened?

Originally posted by Aric Gresko

Hey guys! Happy new year. Do you know if there is a way to use more than one dim in the lif section for a calculated field in BI Viewer?  Thanks a lot!

Hi - Is it possible to drill back to the Analytic Blend tables from the cube data? I have an CV MD adapter which pulls the data from CV, and I created a Map & Bar chart and I want to create a Drill Back to the Analytic Blend tables because it has SKU & Customer level data which is not present in Cube. I am able to create the separate but not able to integrate. Do I need to create any Connector Rule? Any thoughts on this topic would be appreciated?   Thanks 

Is there a way to set the default application for all users? I would prefer it to always default to our Production application every time someone logs in.

We set up OneStream approx. 3 years ago. Since then our user base has expanded a lot and we have facing issues in users accessing OneStream. Currently, in order to grant acess we have to add users who utilise different IT Networks as guests to our Azure AD. However, we have a number of smaller entities where we can't do this as they don't have a corporate IT network with an external facing IP we can whitelist. Has anyone come accross this issue and are there solutions we haven't thought of?

Hi all,  I am having trouble with a member formula that essentially subtracts interest expense from interest income: I'm sure I am missing additional dimensions/qualifiers in the member formula, but everything was the exact same except the account of course. Any direction would be greatly appreciated!

Dear community, I am currently using FDXExecuteCubeView in order to get only data coming from a cube view that the user is selecting into a business rule data table. However, FDXExecuteCubeView need to specify the entity & scenario member filters which is a pain when these are parametric. --> So I was wondering if there are other way to get the data coming only from a cube view ? I was thinking of a data adapter component but it seems that the cube view passed in those can't be parametric (ie. the name of the cube view can't be a parameter). What are the other, possible better way, to get only the data coming from a cube view ?   Regards,

Hi, we have dashboard with multiple driver tabs.  if data is entered in one tab but not saved prior to switching to another tab that data is lost.  Is there a BR to check for unsaved data and prompt the user to save? thanks, Greg

Hello,  I am looking to  write a confirmation rule which pulls a value for a flow member across each account. An example would be we have a calculated opening balance and a loaded opening balance. There is a flow members which calculates the variance between the loaded and the calculated beginning balance.  If the absolute value within the validation flow member <> 0 I want the rule to return which accounts are causing the outage within the info1.  I'm looking forward to seeing if if anyone else has come across something like this. Cheers!  

Is it possible to change these colors globally within an application?: 1. The application colors that are the Blue and light blue that we see at the top navigation and application header bars. 2. The highlight color that occurs when your cursor hovers and selects different cells such as within a grid view or a cube view.

Hi everyone, We have a form using the Insert Suppressed Member functionality and have two questions related to this functionality. When selecting the dimension that is suppressed to insert, is there a way to not show the dimensions that already appear in the rows of the form/cube view?  Currently it allows users to pick all members in the member filter - suppressed or unsuppressed. We noticed if the cube view has columns that are doing cube view math - the Insert Suppressed Member screen it will show the logic of the first row in the form - which could be misleading to users.  See screenshot below for example.  Items marked in red/#2 refence the first entity in the form/cube view - not the entity being added/inserted.   Thanks

Hi We are getting the following error message on a new data source load' Detail Cache summarization did not produce any Summary Data Rows.'Can anyone share any light on what this might indicate?