OneStream Platform Forums

Hi, We are getting this error when running a report book through OnePlace -> documents by double -clicking it.  "An existing connection was forcibly closed by the remote host (Socket Error Number 10054)" The report book has a simple dashboard in it. Note that a report book with a Cube View in it runs correctly. It may be something to do with saving the file temporarily to the file share. Note that we are getting this error on both on-premise and cloud environments. Just wondering if anyone has come across this before. Thanks

What do I need to add to our book settings in order to get the file to export with variables within the filename? For example, I'd like our consolidated financial book to save as the time defined in the parameter as "2022M10 Financial Statements.pdf."

Hi;  Would it be possible to run a Dashboard or Cube View using a Data Management job, and store the results as Excel and not as a PDF.  Appreciate any suggestion in the right direction.    thanks Kumar

Hi,We would like to export the TRX files and use them in an external BI setup and secondly we would like to shedule that export and have it happen on a regular basisThe format is just nicer to work with than the XML files, when you use the aplication export functionality.KrPer  

Hi all,   I'm trying to give the end-user the option to enter their forecasts in either 13 week increments (a quarter essentially) or for the full 52 weeks. This specific XFBR will determine the green cells below.   I'm unsure of what line 28 should be or if this XFBR could be easier to define. Week13Column and FullYearColumn are existing parameters that list 13 weeks of scenario and the full 52 weeks of scenario, respectively.   Thanks!

Hello, We are working to identify what Cube Views are used within the workflow structure.  For steps that include views of Forms, this is easy as the Form Audit tab shows exactly what Cube View is being used on the form.  For dashboards, we are having difficulty identifying which Cube Views are embedded within each dashboard easily.  We are aware of the "Show Objects That Reference the Selected Item" button within Cube Views, however it doesn't seem to show us clearly if a Cube View is included in a dashboard. Does anyone know an easier method to identify what Cube Views are included in each workflow step and dashboard? Thanks for the help!

We are currently deploying several OneStream modules [e.g., Consolidation, Account Reconciliation, Planning, etc] and several users reported while working through monthly Salesforce contributions, they encountered a roadblock in which the OneStream Microsoft Excel AddIn is not available while working with MS Excel files in Box.com folders.  Adding the OneStream MS Excel AddIn for the online version of Excel would provide a user a more seamless experience and eliminate additional steps for viewing/saving files.

Would anyone be willing to share how they are locking data to end users, but still allowing consolidation users to make adjustments?When implementing OneStream, we created workflows for users to load trial balance data, complete forms and load journals. We also created a “Corporate_Consol” workflow where we the Consolidation users could load journals after the workflows were locked. We figured out that if the top month for the workflow was not locked, but the workflow channels under were locked, users could still submit data in OneStream using Excel forms. Now we are locking the months under each workflow to avoid user changes. This makes it hard when we have post close adjustments to book in the “Corporate_Consol” workflow, as we have to unlock each of the workflow months where there is an adjustment needed for an entity in the workflow.Thank you for any help/input!

Trying to ensure my signs are flipping when looking at variances for revenue vs. expenses. Does anyone know the syntax to add a conditional aggregation weight to a reporting variance (UD8) dynamic calc?  

Hello, I want to refresh a particular component on the dashboard when save action is performed on a cube view  Any suggestions how i should approach this.   Thanks  Omkareshwar

I have a report where the row headers are placed in the center of the report. I was able to get this to work when exported to the report version as shown below. Is there any way to get this to display in the excel version and data explorer as well?   

OSAdmin  We have below Account structure and need some guidance to get Opening and Ending Count calculated for FTEs across Periodic/QTD/YTD and Fiscal Year views FTEs (Ending Balance) = Starting FTEs + Activity (Movements)    Starting FTEs (Opening Balance) = Prior Period FTEs value     Activity (Movements) (Flow) We are getting right results for periodic, not for YTD/QTD and Fiscal Year As a workaround Column and Row Overrides are being used to get right data set for FTEs accounts and this will create a dependency to add them to each and every cube view reports that will have above accounts, is there a way in OneStream where we can derive these using member formula or business rules Note:- Flow dimension is not being used and defaults "None" Any insights/guidance will be helpful Thanks in Advance

Hi there! The cube view report Paper is configured as A4, Auto Fit Number of Pages Wide as "0". When printed, the report appears on 2 pages. The target is to autofit all of these 2 pages´ content into 1. How should we proceed in order to get it?   Thanks! Regards, 

Hello, We are pulling in a table view into excel and it is bringing up a timeout error. The error says: Table View size exceeds the memory allocated. We are able to run this in OneStream through a dashboard and see that what we are testing with returns ~169k rows of data. We believe it is due to a connection timeout between excel and OneStream. Has anyone found a solution for increasing the timeout connection or another way stop the timeout from happening?  We already increased the time out directly in OneStream, but that did not resolve the issue within excel. Thank you, AJ

We have a user that runs a number of books whose Excel results contain dozens of sheets in a single Excel workbook.  The user is asking whether it is possible to create a 'Table of Contents" cube view that will show up at the beginning of the Workbook and contain hyperlinks to each sheet in the workbook. This would allow all users who reference this workbook to more easily scroll to the particular sheets of interests. Does anyone know if this is even possible?

General Formatting One of the most important things you can do, to make you rules readable and helpful, is making sure they are properly formatted. There are some simple rules you should probably follow all the time: Proper Case – Function names are not case-sensitive; for example, api.data.calculate, Api.Data.Calculate, or API.DATA.CALCULATE, are treated as the same. Still, it is a best practice of VB style to be consistent and to capitalize judiciously. Proper case throughout the rules file makes it much easier to read. Always Comment – Add comments to most lines of code explaining what you are doing and why. Use the apostrophe at the beginning of the comment to make sure it is not interpreted as part of the rules. If this is done in a VB editor, it should turn green by default. Indentation is critical for readability – This is especially true when using any nested statements or conditionals. Those are explained below. Indentation should be done for any scripting, even scripting obj

The below code will delete the Security Group using extender rule.         Dim secGrp As List(Of Group) = Brapi.Security.Admin.GetGroups(si) For Each Item As Group In secGrp If Item.Name <> "Nobody" Or Item.Name <> "Administrators" Or Item.Name <> "Everyone" Brapi.Security.Admin.DeleteGroup(si,Item.Name) End If Next        

Anyone have an example how to create Json files within OS?(I need to create an export of Cube View and a Metadata extract in Json format, this will be triggered by a DM job.)

We have a CubeView that is setup with the Accounts in the Rows as A#NetIncome.TreeDescendantsInclusive. Our Expansion setting is set to Collapse All. Is there a way to have it only expand one level (e.g. Children) when the cube view renders, with the (+) icon to expand further if the user decides? Right now the expansion option seems binary as Collapse All or Expand All. 

Hi! New to the community. I have a user that has to manage 10 or so entities and it rollforwards. He need to click on each entity to enter in the data. do you know if there is way to set up an excel import for a rollforward activity where i can put the rollfoward activity pieces down a column the entities across the top and then import that entire spreadsheet?

For planning.Filling data in on quarters spreads the data out to the monthly columns.We do not want to see the monthly columns anymore. When set isColumnVisible = False you are not allowed to enter data on quarters, it becomes a no input. Is there a bypass, so we are able to enter data on those quarters?

Hello,  I am trying to "translate" the system elements IDs of Origin and Consolidation dimension. I found that they are stored in the SQL database with the following IDs.   SELECT distinct [ConsId]FROM [ONESTREAM_FSK_TEST].[dbo].[vDataRecordAll]retuns this list176-136239-125737 SELECT distinct [OriginId]FROM [ONESTREAM_FSK_TEST].[dbo].[vDataRecordAll]retuns this list -999-33-30-32-12 Can you help me reconciling the IDs with the dimension elements? Thanks in advance Marcello

Hey everyone. We are implementing a use case for a client that requires import of transactional data found within a csv file. The data is comma delimited, and enclosed in quotes. For example, if the data source contained only three fields, this is what it would look like:"Field 1 value","Field 2 value","Field 3 value"The problem that I'm having is that sometimes, Field 2 also contains a quote in it. For example, the client sells parts, and Field 2 contains a description of the part. The description happens to contain a quote (for example, 2" pipe). The data extract routine the client uses automatically includes a second quote to cancel out the first. So the value of Field 2 in this example would be: 2"" pipe. The file, if opened in notepad, would look like this:"Field 1 value","2"" pipe","Field 3 value"I've not figured out a way for OneStream to correctly handle this. The only solution that seems to work is pre-processing the file to strip out instances of two double quotes that aren't

Hi, We have a cube view with 4 levels of Row expansions UD1, UD2, UD3 and UD4 (Currency). We need to add 2 more levels for UD5 and UD6. Is there any way we can have 6 levels of Row expansions in Cube View? Thanks & Regards, Madesh K

Hello All,   I am working on a dynamic calc in the account dimension to calculate percent margin. If the percent margin shows above 100% or below -100%, I want the cube view cell to display 'NMF'. At the moment I believe I have the syntax correct in my formula, but maybe my execution isn't right on. My suspicion is that I can't return strings for the CreateDataCellObject. Full formula below:   Any help is much appreciated!   Dim PM As DecimalPM = CDec(api.Data.GetDataCell("Divide(A#PRODUCT_MARGIN,A#PRODUCT_REVENUE)").CellAmount) If PM > 100 ThenReturn api.Data.CreateDataCellObject("NMF", False, False)Else If PM < -100 ThenReturn api.Data.CreateDataCellObject("NMF", False, False)ElseReturn api.Data.GetDataCell("Divide(A#PRODUCT_MARGIN,A#PRODUCT_REVENUE)")End If