OneStream Platform Forums

Can we pass a parameter in the Cube --> Data cell access security in the member filter section? I have tried using a parameter for the time dimension and it does not seem to work. But if i pass the member directly it works ok. I have tried using Member list as well as Literal value types in parameter. Attaching a reference below:  

Hello community, We have build a custom dashboard, within there is a circle graphic and several lines with the users info. When trying to export to PDF only downloads X number of lines, but not all the lines that are close to 450. Instead, when downloading using the export to excel it does export all the lines. Any thoughts? Do I have to configure something in order the PDF export all the information within the dashboard? Many thanks in advance, Arion

Hello team,I need to know how we define the unassigned parent entities in the entity assignment for a WF ? Is it through a profile property or through an entity member property in the entity dimension ? i am not able to find some entities in some WF and it appears in others. Also , is it possible to call a function Entity base or hierarchy instead of calling entity by entity in the entity assignment tab ?Thanks 

For planning I have 3 rows with the same account Origin; Beforeadj (Aggregation) Import (Shows seeded actuals) Forms (Input) Scenario's in the columns and a separate column we have comments. (Annotation) We overwrite the Import and Beforeadj with forms. Means it will show 3x times the same text in the row. Anybody knows how to bypass the origin behavior? We basically want to post on all the 3 rows separate comments.

Hi all, has anybody ever developed reports that connect directly to the SQL database? Do you know how security is applied? Is there an intelligent filter on the Onestream application security layer?   Our doubt comes from this example: 1. we developed a simple report showing data of journal (table JournalHeader)   2. the report shows many journals posted on several companies 3. we published the dashboard containing the report in OnePLace 4. Logged as a normal user with access rights to a specific entity we can see journals of all companies   So we think that security is not applied. We think that the same issue (security not aplied ) may happen to the standard "Application Reports" too.   Thanks is advance for the help  Marcello  

Hi all, Currently we are trying to automate some offline reporting processes via excel macro enabled workbook (.xlsm). Basically these files contain both XFGetCell and regular excel formulas and then there is a macro in place which combines the numbers from all different tabs into one, removes all unnecessary lines and then generates a OneStream load file.  These excel files are very large in size and they take forever to refresh from the desktop. The same files are refreshing much faster if we run them directly into OneStream Spreadsheet (Application>>Spreadsheet). So no issue with the refresh within OneStream application but as soon as I save the *.xlsm file within OneStream, the file got corrupted, and I'm not able to open the same file again from my desktop. See the error screenshot below. Has anyone seen this issue before and know how to fix it? Please let us know if you know the answer.  Thank you in advance!!!   Shetal Patel Shetal.Patel@xylem.com OneStream

HI   I have been asked by our Finance team to build a report that summarises intercompany variances to speed up the hunt for mismatches. We use the current out of the box interco reports but they want something quicker and easier to use. Just wondered if anyone else has used/built something similar ? Thanks Tahir

Sharing rows and columns allows users to copy rows/columns between Cube Views. Question Credit: Becca Speese 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

Hello All, I have 2 questions regarding interaction between workflow standard functionality and user's rights. When we use form templates, by default users can complete/revert form or the complete/revert Forms workflow. My client would like to adapt this behaviour so that user can complete their form/workflow but revert can only be done by admins, hence those buttons should remain greyed out/inactive for end user : is it possible ?   Also, when we complete a form or even lock centrally a whole workflow, that prevent any data input but still allow users to run calculations through buttons (which trigger data management jobs) that are present in the dashboard. Can we lock somehow the fact for end users to be able to run, or not, those calculations? Thanks for your help Matthieu

Hello! I have a question about other customer experiences and best practices regarding forecasting adjustments. We have forecast scenarios set up and previously would copy the entire scenario as the base for additional “adjustment” scenarios. We used these to toggle on or off certain risk adjustments in future periods but in order to save space and stop replicating so much data, we’re trying to move to another method instead. In our application, we have our UD3 set up as a more detailed Origin dimension where specific layers of adjustments are added (journal entries are split into more detail for GAAP or non-GAAP for example). This is where we were planning to add the adjustments but I wanted to check in with everyone else first to see if anyone has experience. Basically what we want is one scenario where I can pull a UD3 “base” of the expected forecast data then “base+adj1” which would be an alternate hierarchy of the base data plus adjustment 1. Then we’d replicate that alternate hie

We need detailed logging for troubleshooting and investigation of issues, so we have Detailed Logging=True. When set to True we like to hide all the details for the end-users when an error prompt is shown so only the administrators or specific role have access to all details in the detail logging.

The size necessary to buffer the XML content exceeded the buffer quoto while try to submit a journal entry..

Hello! I'm trying to set up a few workflows that individually kick off an SFTP load,  but only for that given workflow. I created a dashboard button that the user clicks on to run the SFTP data  management job, but it currently loads the fiels for all workflows set up for SFTP. I'm tyring to find a business rule line that doesn't sue the batch file load. Are there any examples of only loading a file based on the workflow selected?   Thank you!

Hi, in reference to the code sample below.  Is it possible to visualize the consolidated comments on separate lines in a cube view?  They start running together and get hard to read.  I tried inserting Environment.NewLine or {vbNewLine} into the code but that did not seem to work.  Any suggestions? Finance Dynamic Calc: Annotations Consolidations thanks, Greg

Hi  Do we have any process or procedure which helps in migrating OneStream application from one environment to the other.We are aware of application load or extract. Do we have any another best process which can help in migrating to adopt only recent changes to application. ThanksChand

I currently have accounts tagged with a text value within Text1 default. There are rules which refer to the text value.  My question is, if beginning in 2022M6 (for example), how can I set this text value to blank to make sure the formula no longer runs on this account. Let me know if there are any thoughts outside of entering spaces or a different value.  Thanks for the help. Cheers!

Hi all, Does anyone know how to easily overview changes in the EntityDim in terms of Percent Consolidation and Percent Owenership between periods and years? Can this be extracted in a prebuilt report or built in a cube view? For example if I would like to get a snapshot of one hiearchy in the EntityDim including percent ownership and percent consolidaiton for period 2020M10? Thanks, Fredrik

Hi, I have created a dashboard which contains multiple BI viewer components. Each BI viewer component is composed of a data grid and a set of list box filters. Is it possible to setup the BI views so that the selection done on the filters by a user is retained when switching to a different BI view within the same dashboard.If an user select the Cost center "0002 Internal Audit" in the first BI view, and the same user then select the second BI view, the selection on the Cost center filter (which is available on both BI views) is not retained and the filter defaults back to "Select All". Is there a way to change this behavior? Is there something I should have setup to have the filter shared between the multiple BI views?Thank you

We recently upgraded from 6.8.1 to 7.1.3 and I have about 5 users who are having issue with Excel add-in.All of them are getting below error once they login. I tried disabling all other add-in etc but it’s not working.Any ideas?Saurin

Hi all,  In a CubeView we want to see selling and buying members in one row. So for Column 1 is sales where the Entity is the selling entity and IC is the retrieving entity. in the same CubeView Column 2 is stock where the Entity is the Buying Entity and IC the selling entity. So for Column 1 i want to see E#Entity:I#IC and for column 2 E#IC:I#Entity. This is straightforward in an xfGetCell in excel but then i cannot do row suppression. I haven't found a way (yet) to get the current row's Entity and populate the IC dimension with that value using e.g. an xfbr rule.   Thanks in advance,  Marc

Hi,I'm trying to create a dynamic calc script that will increase this column's value by 1 for each member in the adjacent column. For some reason, my script is not doing it instead it is returning the same number 2, Would you guys be able to assist with this?  I'm trying to do it in a cube View. Thanks. In reality, I just need to increase each row number by 1 and I believe it may be possible. Ideally, I want it to be a Dynamic Calc over an XFBR. Has anyone done this before? Can it be done in the UD8 Dimension?

Hi All, I am very new into the OneStream world. Wondering for those OneStream Functional Administrators out there, do you have the “Administrator” role or it is just for the IT team? I have been a techno and functional guy in the HFM world for many years, so I am not used to lose the admin rights. Just want to see whether it is a common practice out there that I need to adjust. Thanks in advance! * This post has been migrated from Champions

Hi Team, I would like to understand how you are managing the Entity changes on a monthly basis. For eg: the Entity name in 2021 M6 is San_Jose_213 and it is changed to SFO_213 in 2021 M7. If I choose the rename option, then 2021M6 cube data will override but custom tables created for our requirement will remain with the old MEP name. On the other hand, if I chose to create a new entity how to intact both the entities for future reference

Question on how to loop UD#1 children using the member filter type, UD#1 loop definition and a POV parameter. I get only the first child’s data on all of the multiple pages. If I same my select department I am able to see the different pages but no data is coming into the Cube View. Posted by Carol Vredeveld Migrated from Champions

Hi All, We are exploring an option to extract the system log from System database table. Table names are “TaskActivity” and “UserLogOnActivity”. If any one of you can guide me, what would be the best way to achieve it. Thanks & RegardsMayank Posted by Mayanka Bhusan Migrated from Champions