OneStream Platform Forums

I am testing an update from version 5.1 to 6.4. In our current version, when I select a workflow form that opens an Excel file with an embedded Cube View, the form opens with the Excel menu set to “OneStream XF”. This was good because the user can input data and hit the Submit Sheet button with a single click. Now in version 6.4. the form opens and the default menu item is “File”. Requiring the user to first change the menu to submit data. Is there a way to set which menu item opens by default? Thank you…Bill Posted by Bill Walke Migrated from Champions

When building CubeViews there is the .remove string that you can use to exclude a member from a hierarchy that you are pulling. Is there a way to replicate this with =XFGetCell formulas? Or in general, a way to include more than one member in an XFGetCell formula? Posted by Dylan Cox Migrated from Champions

Hi Team, Can Tableau Connects to One Stream ( on Azure Cloud ) ? Best Regards and Thanks Darpan Bhansali

Hello Friends,does anyone enabled paging controls on Cube Views?that will be a nice feature to use when we have more number of rows.  Capture.PNG.jpg3288×1118 310 KB got this info from release note.Under the theme of Performance and Scalability , we have continued to enable faster performance on large data sets by allowing users to manage paging controls on Cube Views and by enabling Sparse Data Suppression on Excel Quick Views. This feature increases performance for ad-hoc analysis on large data sets within Excel Quick Views.ThnxKP Migrated from ChampionsPosted by Khirod PAlai

Is it possible to dynamically set the Bound Parameter of a Supplied Parameter? I have tried to use and xfbr rule to do this but the supplied parameter but this does not work.

Hello - I am am trying to produce the parent for an entity under Gathering_Processing segment node. However, because this entity is shared, the parent entity returned by the VB below is not the one I need. The parent returned is RRC_STXGasUtility which is flat hierarchy and includes the entity in question. Can you please advise?   Dim ggpelimftr As String = "E#Gathering_Processing.Descendants"Dim ggpList As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(api.pov.EntityDim.DimPk, ggpelimftr, Nothing) For Each ggpe As MemberInfo In ggpListDim parentIdstring As String = String.EmptyDim ParentList As List (Of Member) = api.Members.GetParents(api.Pov.Entitydim.DimPk,ggpe.Member.MemberId,False)Dim ParentMember As String = ParentList.First.ToStringDim ParentArray() As String = Split(ParentMember)parentIdstring = ParentArray(2).Replace(",", "")parentId = Convert.toInt32(parentIdstring) Next

Hello,    I am trying to create a hierarchy for cubeview reporting that is based on a series of metrics that are extracted from the Journal Line Item application database table.  The metric is based on one half of the JE, but it is only applicable if a specific account is used as the other half of the JE.    For example, if I have two journal entries, one using accounts A & B and one using A & C, I need the data from account A, but only for the first entry because the other half of the entry was to account B.  Because the second entry used account C I don't want that value captured in the metric.   I have been able to compile the SQL extract for this, but was wondering if there was a function in the business rules that would allow me to populate a dimension member, similar to a Finance member rule or api.data.calculate.getdatacell, that could be used in a loop, based on the row values extracted, each row being a combination of dimension base m

Hi !We are trying to figure out ways to automatically upload data using either Business Rules / Data Management / Task Scheduling. Is there a way to automatically upload data from flat files or databases using these three components ?Data Management seems to provide only Export functionalities. Regards,

I can have less detail in a base cube. Question Credit: Peter Fugere 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

We have successfully set up and use workflow channels (tagged to accounts and workflow profile steps) in our divisional (Base Input) workflow profiles in our application build.  The steps and data lock based on their workflow channels appropriately.  However, we are having trouble getting Workflow Channels to work properly when it comes to the workflow profile (Parent Input) used by central finance.  The central finance team needs the ability to book historical USD overrides on select equity accounts on behalf of the divisions for all non-USD base entities in the OneStream application.  We are not using and have not configured the use of any UD dimension in our Workflow channels to this point.As of right now, we have assigned the central finance team their own Input Form profile step so they can submit these Overrides to the configured accounts (using Flow dimension).  We have given that profile a unique Workflow Channel and assigned the accounts specified in t

Hello All, Administrator of the application we are working on wants to allow users to do some analysis on their budget data at detailed level, crossing 3 dimensions in rows (the same way they are doing in SAP currently) which are quite big (entities, cost centers and accounts). I proposed him to have users using quick view to analyze but he estimates that users will not be able to use this and wants that they use rather objects that are kind of pre built. Then I thought of either cube view or BI Viewer (with CV MD as source) as they want to have totals in the retrieve corresponding to the parents of the dimensions but then either potential number of intersections are too big and do not allow to render the CV or performance is not good. So wanted to reach out here to see what could be the options to answer above needs (give user a nice to use place to drill in those 3 dimensions to analyze his data while still having totals for the parents of those 3 dimensions) ? Thanks for your help M

I have a client that needs to demonstrate to their auditors that no one except the IT group has the ability to create and delete users. When I use the Security Audit Report it shows the security roles for the application related functions but it doesn't list any of the "system" security roles such as "ManageSystemSecurityUsers". Is there another report that would provide this information for the auditors?

Is there an easy way to retrieve the subtotal of all the values returned in a Cube View expansion? For instance, we might have on one Cube View Row with a nested expansion such as: E#Company1, E#Company2, E#Company3 A#Account1, A#Account2, A#Account3 What I would like is to be able to add another row to my Cube View that is the sum of everything that retrieved in that first row expansion (could have returned anything from 0 to 9 rows of data).  Today we do a klunky solution, such as : GetDataCell(CVR(Row1,0) + CVR(Row1,1) + CVR(Row1, 2) + ......), which unfortunately is not dynamic.

Hi all,I have a matrix load, on which account is matrix. One column with a specific account needs to go to 2 different accounts. For this I just reference the same column twice. This works fine.The issue is, the first instance the UD5 is coming from column 5, the second instance UD5 should come from column 16. How could I achieve this?Thanks!Tim

Does anyone know if OneStream is capable of exporting into AWS S3 bucket?Thanks.

Hi.  Is it possible to set Certification Profiles so they only show on a Quarterly basis?  The questions can be set to quarterly but the Profiles still exist in the off-quarter months and require a Certification sign off even though there is nothing to certify.  I have a client who needs an employee to certify a question on a quarterly basis and this employee does not have any other certification or workflow responsibilities.  

I have this cube view that I'm building to mimic a report that I'm doing. Each row of this cube view uses an aspect of the UD-1 base member. Such as PE, Description, Name etc. How do I get my cube view to populate different elements of the same user dimension on each row? The picture below gives an example.   

Originally posted by Chul Smith 2/8/2018 FX Rates - for those of you who have customers who analyze FX in different scenarios, I have a custom translation rule where it looks to certain periods of a certain rate and uses it in a scenario. This prevents having to have, input and maintain different currency rates. A couple examples.... Budget scenario should use the rates from prior year M9 for all periods.Scenario needs to be named 'cleverly' and there needs to be standard logic as to which rates should be used at what time. Scenario would use cube FX settings = TRUE. Cube property for Translation Algorithm Type would be Standard Using BR for FX Rates. Forecast scenario should use the actual rates (both average and closing) for the actual months and the last known actual rates for the forecast months.

Is there any function or SQL to identify the newly added member in OS ? Ex - If I added an new account and I want to check whether the data was loaded to that new account ?   Thanks  

Hi, I have an account member A#salary which is being computed using BR1 in CV1 and I need to use the computed value in another CV2 using BR2 to compute account member A#61000101. Tried as below: api.Data.calculate("A#61000101:U2#Staff:U4#None:U1#7330:O#BeforeAdj = A#Salary:U2#Staff:U4#None:U1#7330:O#Top") Remaining dimensions is all same between two. Kindly advise.  

Hello all, Asking for a client: they've been live for several years and they would like to perform a clean up of their security user groups. They need to obtain a list of the groups that exist in OS that are no longer used/referenced anywhere in metadata, workflows... Pre-built Security reports do not offer this. I'm guessing we need to put together a query to the DB but I don't know all the tables that reference a user group ID. Can someone help please?

Hi all, do you know if there is a way to put a conditional formatting based on element properties? Like haschildren, text1 = to a certain value,....? This is an example of what I would like to put in the conditional formatting box. But I don't know if this is doable and if yes, how? Thanks in advance for the help Marcello    

Hi all, I am wondering if there is a way to make cube view available outside the WF. I have developed many forms for the workflow filling all the cube views with WF, WF.... Now I would like to make these views available outside the workflow, where the period, for example is, selectable from the POV. Do I need to duplicate each form and then remove the WF on scenario, period and entity? Or is there a smarter way to make the view recognized that the is opened outside the workflow?   Thanks in advance for the help. Marcello      

Hi all! I need your help with a finance BR. I have a Budget scenario with different versions children members (ex: Budget, Budget_v1, Budget_V2, etc.) Right now my script goes like this:  Dim isBudget As Boolean = api.Pov.Scenario.Name.XFContainsIgnoreCase("Budget") If isBudget  Then I am trying to find a script where I don't use "Contains", as if new scenarios are created in the future, the word "Budget" will always need to be apart of the member name, which is not ideal. Any suggestions how I can call the children members of Budget? Thanks

Hi All, I am new with OneStream and I am taking the ReadyTech Lab exercise-- Implementing_OS_Lab_3_Starting_with_Workflow_Exercise.   The requirement is to select the BudWorking-Budget Working Scenario as shown below.       However, in my application, there is no BudWorking-Budget Working Scenario. I have followed all the steps in the instructions. What might be the problem and how could I fix it?   Thanks a lot in advance!   Kind regards, Mulin