OneStream Platform Forums

Is there a way to make dashboards stop refreshing every time you navigate to another tab in OneStream and then come back to the dashboard?

What is the difference between 'drill down' and 'drill back' functionality?  is it just the matter of different names refering to the same function?  thank you.

Hi, I have a matrix data source matrixed on Account.  Sample below.  One of the Account fields is a Date that I need to convert to a Long to store.  I can do the conversion but not sure how to target the value to convert when in a matrixed data source. If it were a delimited data source I would use: Dim sDateField As String = api.Parser.DelimitedParsedValues(6).  Is there a way to identify the value in a matrixed data source? thanks Greg Code1 Entity Account1 Account2 Account3 Test1 Entity1 1/1/24 0.025 0.5 Test2 Entity2 5/1/24 0.025 0.5 Test3 Entity3 3/1/25 0.025 0.5

Hello,  We are using the Excel - Addin and made some templates to work better with OneStream. It worked great, however we found that the users sometimes have the error of clicking "Submit Workbook" instead of "Refresh Sheet".  We tried to customize the ribbon to separate them but it is not possible because the Refresh and Submit button are in the same tab ("Data"). Is there a way to modify it? Is it a common mistake? Thanks for the attention and best regards,  

If an API and a BRAPI accomplish the same action, like returning a text field from an account, a developer can use either without consequence in a Finance Business Rule. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I am trying to use the the GetDataCell function for both Rows and Column and the math is not working.  For the row, I am using GetDataCell to sum several G/L accounts.  For the columns I have Actual(C1), Budget (C3)and the 3rd is a GetDataCell (C3) to take the difference between Actual and Budget.  I am not getting any errors but the Variance Column (C3) is returning the value in the first column.  Its as if the second column has a zero loaded.

I am trying to create a Cube View that has 2 GetDataCell formulas.  The formulas work separately but if I add them both to the same Cube View, one will not work.  I am using XFBR in Columns (Time) and GetDataCell in Rows (Accounts).  Is there a way both formulas will work in the same Cube View?      

Hello, For a project management perspective, I would like to use the Gantt component in a dashboard. The documentation only explain that we should use XFGanttTaskCollection for that. Are there any implementation that have been using this component, any documentation to share about it ?   Regards,

I'm trying to load a file that has data in multiple columns like below.I have created the data source with a Data Type as Matrix DataKey and created source Time Dimensions for 12 months as stated in the screenshot. But when I try to load the data, I get the below error every time. I have already created transformation rules for Scenario and time as below and not sure what else I'm missing here. Can someone please help with this one?Error Message: Thanks...!!!

Hello, I am getting this error when trying to access FileShare under FileExplorer:   The path is not of a legal form. .Source code: WcfRetryManager.cs, line 299, method ExecuteRetries..Source code: WcfRetryManager.cs, line 369, method ExecuteRetriesStartingWithPreferredAppServerIndex..Source code: WcfRetryManager.cs, line 497, method TryExecuteAction..Source code: FileSystemWcf.cs, line 198, method EnumFoldersInFolder..Source code: FileSystemWcf.cs, line 853, method GetFolder..Source code: FileSystemOS.cs, line 185, method GetFolder.The path is not of a legal form.   Has anyone encountered this error previously? To me it seems like an application error but I am not sure where I can check further. Thank you.

I’ve noticed in working with the newer versions (that have Workspaces), that the SetLiteralParameterValue seems to only work on literal parameters in the default workspace.  However, I’m unsure if this is a bug or if this is by design.   My understanding from I saw at the Wave Conference was that Workspaces were intended to be used for better grouping of solutions, versioning, and development.  Currently, they support the creation of identically named parameters in multiple workspaces.  If you’re attempting to update a literal param in a specific workspace… is that even possible?  If not, are all active solutions intended to be in the Default workspace only?  Could someone please advise on the intended usage of Workspaces?

I am trying to use a dashboard button to Select All and Unselect All values in a Multiselect Combo-box which I am passing to a Spreadsheet (TableView) business rule. I have tried to run a Data Extender rule from a button that clears the data using the code below:  Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult()selectionChangedTaskResult.ModifiedCustomSubstVars.Add("lv_BusinessChannel", string.Empty)selectionChangedTaskResult.ChangeCustomSubstVarsInDashboard = True ' Set the Return valueselectionChangedTaskResult.IsOK = TrueReturn selectionChangedTaskResult

I created a combo box in a dashboard and the combo box is associated with a parameter that provides a considerable list of elements for selection. The user would like to have a button to clear all the selected elements as needed. Would you know of any alternative to clear the selected elements from the combo box? Thank you for all the help.  

We are in cloud OneStream environment and our retention policy for Non Production is 7 days and Production 365 days ( I think ). Restore from backup does whole environment restore and not application by application. We have multiple application including PLP and I was wondering if anybody has figure out way to restore application.Any help or procedure or steps are apricated.Saurin Patel*migrated from champions

Has anyone worked yet with workspaces (loading/ extracting) using a .xfproj file?  I am trying to moved a dashboard maintenance unit (DMU) out of the default workspace into a new one.  However, when I export my .xfproj file (pre-7.3), remove the DMU from default, and load the .xfproj file back in I do not see it loading to the new workspace I created.  Is there something in the .xfproj file that needs added to accumadate workpsaces in 7.3?

SourceA10000_0TargetA10000How can we achieve it in different ways?1. Connector SQL query -> Using this in the sql query Select left(Account, len(Account)-2) leaves blank rows in the import step.2. Data Source ?     2.a. Logical expression             Return args.Value.Replace("_0", String.Empty) - This works fine.     2.b. What about Text Fill settings or Substitution settings?3. Transformation Rule ? 

    Base entities can be assigned to more than one Base Input Workflow. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I'm loading a Fixed Width data file to Stage for Transaction matching. This file has:HEADER record that has the transaction_date in it.multiple DETAIL records with transaction type and amounts (but no dates).TRAILER record (Ignore for this sample)Goal - Load the DATE from header record on every detail record.Sample FileHDR01122023DTL0088351000000572975A000000018DTL0088351000000123456A000000018TRL000000What I want to load into OneStreamRecord_1:Date: 01122023Tran Type:  100Amount: 572975Record_2:Date: 01122023Tran Type:  100Amount:  123456 

hello all, please suggest if there is a way that we can stop users from running Force Consolidate for a given period? 

Hi Community, We have a few scheduled calcs and consolidations running on an hourly basis, and sometimes these start queuing up and cause other DM jobs to fail/get cancelled by the system. Is there any good way to monitor or alert the admins via email if there are more than a few DM jobs getting queued up? We already have a scheduled task which queries the TaskActivity table for any failed jobs periodically and then sends out an email to the admins to address them. But this idea doesn't work for the Queued Jobs as this DM also gets "Queued" along with the others.   Thanks, Sudarshan

Hi, So I have inherited a OneStream application and although I know how to build cubeviews, I cannot work out how to replicate the feature shown below on some of my existing application's cubeviews. The cubeview "parent" is referencing a row template to provide the flow lines and a column template which holds the parameter elements to select in this example the PPE Class.  I am trying to recreate this layout, but try as I might, on running the cubeview it just serves a popup for the user to select the parameters, rather than docking it to the cubeview output. What do i need to select, or where do i need to place these various elements in order for me to be able to dock it like this screenshot. Thanks Mark  

I am trying to figure out how to share a structure between OS BR files. In an Extender BR file named ExtenderBR I have:   Public Structure MyStruct Public Element1 As String Public Element2 As Boolean Public Element3 As Integer End Structure Public Function MyFunct1() As String Return "" End Function Public Function MyFunct2() As MyStruct Return New MyStruct End Function   In my Finance BR file, I include the BR\ExtenderBR from above and include a line   Dim ExtenderBR As New OneStream.BusinessRule.Extender.ExtenderBR.MainClass Dim xx As String=ExtenderBR.MyFunct1() 'This works ExtenderBR.MyFunct2() 'Generates error, as the Finance rule doesn't know about the custom Structure   Any thoughts how to share MyStruct across multiple OS Business Rules files?

Does anyone know how to format the object lookup cell in the cubeview? We currently have formatting on the cube view as follows.    If(IsRowNumberEven = True) Then BackgroundColor = #FFFFFFFF, *white* ExcelBackgroundColor = #FFFFFFFF, Else BackgroundColor = #FFCFF0FC, *blue* ExcelBackgroundColor = #FFCFF0FC, End If If (RowName contains 'NoZebra') or (IsColHeader = true) then BackgroundColor = #FFFFFFFF, *white* ExcelBackgroundColor = #FFFFFFFF, end if   In some of our reports we use IsRowNumberEven = False, but in this case I need the odd rows to be blue, but since it counts the column headers I don't know how to get around this.   

How do others manage User Names in their applications? We were advised to use FirstName LastName as the user name, the Description field is not used (screen shot below). We have single sign on enabled which uses AzureSSO and the employees 5 digit number assigned by IT.   We have several name changes that we have held off on making in our application.  Our application includes a custom compensation model that also leverages the User Name and a separate security model within that module.  We can replicate the name change in the comp model and test;  however we are concerned about other implications that we have not considered. Our implementation partner highly cautioned us from renaming metadata.    I fully appreciate the complexities with Entity or Account metadata name changes;  however in this User Name metadata, the implications seem small (historical logs will have the old name pre change and new name post change, possibly an impact to their f

Hello, I am trying to create a FX Scenario - Acutuals at Prior Year Rate. I know i can use Constant Year For FX Rate and assign the year from which OneStream will pick Actuals rate in this case. But i dont want the user to be changing this property every year. My approach is to set "Translation Algorithm Type" to "Standard Using Business Rules For FX Rates" and create a custom translation for that specific scenario "Actuals at Prior Year Rate".  Does anyone has the logic to translate the scenario using Actual Exchange rate tables switching one year back from the POV being translated?