OneStream Platform Forums

Hi, I'm trying to build a cube view having a list of Entities on the rows. I'd like the row label to be the entity description followed by the entity currency. I was trying to use the Name function to do that. I am able to display the entity currency like this for example: E#Tot_Entity.TreeDescendantsInclusive:Name(XFMemberProperty(DimType=Entity, Member=|MFEntity|, Property=Currency)) Similarly I can use the XFmemberproperty function to retrieve the member description, like this: E#Tot_Entity.TreeDescendantsInclusive:Name(XFMemberProperty(DimType=Entity, Member=|MFEntity|, Property=Description))   However, I have been unable to combine the 2 things. How do I concatenate strings within the Name function? Thank you

Hello, In another post user KarlT suggested the use of the UD defaults available for UD1.  I manually updated members, and the functionality is exactly what I need. I need to update the field through a data load.  UD1 members (Projects), will always have a single UD4 value.  In the current TransformationEventHandler rule I am updating text fields in my UD1 members.  I thought I could just duplicate the code an update UD4Default.  However it is not working.  I know it is trying to update the UD4Default value, because if I manually assign a value, it gets cleared when I load. My 2nd thought was that since it is a member selection and not a text field I needed the member id.  Which is my attempt below.  Any thoughts or suggestion? 'A3 is the department (UD4) example 189 'UD1Attr1 is the project (UD1) example 14123 'D1_Defaults MembersDim DeptId As Integer = BRApi.Finance.Members.GetMemberId(si,dimtypeid.UD4, A3)Dim UD1Dept As MemberInfo = BRApi.Fina

Hello,   As my title indicates, I am trying to create comment columns within my CV's that utilize the V#Annotation and V#VarianceExplanation members and am stuck at a roadblock with this error: Error saving data attachment. The intersection is read-only. Is this something handled within security? Any help is appreciated.   EDIT: I have heard that one possibility is that this is not a base level member that I want to make a comment to. Could that be the reason why? And if that is the case, is there a way to get around this?

Hi all! Having a copule of questions about consolidation method input and storage:  - Could you please advise on any way to input consolidation method, except changing it directly in Application-> Entity Dimension -> Entity member property? - Why the consolidation method property, when retrieved through the Cube View, is seen only at C#Share level? The consolidation method account is a DynamicCalc member one, and there is no any restriction on the level of consolidation it should be calculated on fly: Select Case    api.Entity.OwnershipType()Case ownershiptype.FullConsolidation    Return 1Case ownershiptype.Holding    Return 2Case ownershiptype.Equity    Return 3Case ownershiptype.Custom1    Return 4Case ownershiptype.Custom2    Return 5Case Else    Return 0    End Select       

I am looking for tips on batch automation business rules. Currently when our scheduled trial balances are loaded the whole upload will fail if one transformation mapping error is present. As you can imagine this can slow the close process down significantly. Does anyone have any suggestions on how to allow the batch to load the validated accounts and only error out the transformation errors? 

I may have a requirement to filter a member list based on the project manager. Whenever data is loaded the PM assignment may change. I am thinking of potential ways to capture the current PM assignment, but don’t know if they are possible. Leverage a text field to input the project manager name.  Then use a variable like UserName or  UserText to create a member list. Is it possible to create a member list/parameter using |UserName| or UserText variables      U2#TotalProject.Base.Where(Text1 Contains |UserName|) Given the Text1 value on the project can change every time data is loaded, is there a way through a data load to update a text field? Load the PM into a data cell using the View member “Assumption” and None for most other dimensions.  Then trying to create a member list with logic..something like where Username=Assumption value of current period. This removes the need to update Text1.  If it could work, I think the evaluation time

Does anyone else run into issues frequently creating and copying quickviews?  When I try to copy quick views i often get no response excel.  Even if i shut down excel and restart my computer it doesn't seem to help.  Below is the error issue i receive when trying to create a quick view table.     

I built a cube view which contains blank cells (this is expected) as there is no data in the intersection. How can I forcibly show 0.0 in these cells (intersections) instead of blank cells? Thanks!

An account can exist in multiple account dimensions. 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

I have a dynamically calculated member formula. It is returning the wrong value for each Quarter, it should be the sum of the M1+M2+M2 ($1,614,441.60) and not be recalculated ($1,649,190.40). Is there a member property or formula examples that can help me resolve this issue. Thanks. Sample calc Drill down formula I tried setting a different formula on the quarter, but I get the error message “The Dynamic Calc Member Formula is recursively calling itself:.     Thanks,    

Hello All, For the Transformation Rules, 1-1, Composite, Range, List, and mask rules,  what are order of operations in rule types?  Do the rules that run later overwrite previous results or does it ignore later matches after a match is made?  Where can I find documentation on this?   Thanks!

Hi everyone, I am trying to retrieve a Chart (Advanced) in my PowerPoint presentation, making use of the Alt Text functionality and extensible documents. The chart component works perfectly fine in OneStream. I can see the chart and correct the data. However, when I open the PowerPoint containing a picture with the Alt Text, I get the following message: The message prompts that there are no parameters for the selected item. However, my data adapter is linked to a cube view, which has an entity selection parameter in the cube view POV. When I click 'OK', the PowerPoint opens, but the chart area is empty. When I hardcode the entity in the cube view that is used as a source for the data adapter, I get the exact same error message, but the chart area is populated with data.  Therefore, I think I'm doing something wrong with the parameter settings of the Chart (advanced) component. However, I cannot figure out what I'm doing wrong.  Any help would be very much appreciated. T

Hi everyone, I want to retrieve a report component into my PowerPoint, using the extensible documents and the Alt Text functionality of PowerPoint. I have created a graph within a report component. As you can see in the picture below, I have created the graph within the ReportHeader1 section of the report, and it shows data when it's run.  However, when I open the extensible document PowerPoint, it just shows a black window. The picture has the following Alt Text:  {XF}{Application}{Report}{Development} PageNumber=1, CropLeft=0, CropTop=0, CropWidth=0, CropHeight=0, Zoom=100, MaintainAspectRatio=False, FillMode=Height, Anchor=TopLeft, IncludeBorders=False, IncludeReportMargins=False, IncludeReportHeader=False, IncludeReportFooter=False, IncludePageHeader=False, IncludePageFooter=False. This is the outcome: Any help would be much appreciated. Thanks! Kind regards, Floris van der Poel

I have a bar and line chart (line being the 2nd Y-Axis).  I want to sync the two scales; Anyone know how to do that?  I did not see an option to sync and looking for guidance. 

Hi, New user here.  I have a report I'm building to show current year to date and prior year to date metrics, each with a variance column followed by a blank one as shown in the example screenshot below.     I'd prefer to see 8/22 - 8/21 below each Variance column.  If not, then just blanks for both Aug 2021 and YTD.  Additionally, I'd like to see nothing in the blank columns where it currently shows None, Aug 2022, and YTD.    Below are the settings I have for Headers and Columns, respectively.     Thank you,

Hello! Can someone point me in the direction of the definitions for the status numbers on the Data Records table? I also submitted the question to OS support because I can't find the info anywhere. Here's where I mean:  Thanks!

Hi everyone!I am Angel and I am new to OneStream implementation and currently facing an issue. I am trying to update the Cube Name in my Workflow Profile, but it returned an error message.This workflow profile is under Cube A which has been set as the 'Top-Level Cube for Workflow'. Under Cube A, we have several Sub-Cubes (Cube A1, A2, etc.) which have been set in the Cube References. I am trying to update the 'Cube Name' in my Workflow Profile from 'Cube A' to 'Cube A1' because we would like to load the data into that sub-cube (Cube A1), but it gave me the error message below (screenshots below). Could you please tell what the error message is about and what I can do/check to fix it? Any answer would be so much appreciated, thank you!!  Cheers,Angel

Hi everyone, I would like to add a top and bottom border to a specific row in the report when I export the cube view.  I know this is done by setting the GridLinesColor to a specific color and ReportUseTopBorder = True and ReportUseBottomBorder = False. Even though my client will not use the cube view but is only interested in the report view (which will be exported to PPT), I would like to know if I can have the top and bottom border in the report view but not show the grid lines when viewing the cube view. Thanks for any help in advance. Kind regards, Floris van der Poel

I can drill from a Confirmation rule. 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

How can we get a system generated report for version compare for metadata and finance rule changes?  The question is related to providing SOX audit documentation compares to auditors as this a finance tool. Earlier in HFM, we used spreadsheet compare. Please suggest.

Hello, I am attempting to build a simple line chart through BI Viewer with Cashflow amounts in Y axis and Time (month-year) in X axis. I cannot get it to sort properly so it display data to flow through time. In the X axis, I choose Time for Arguments and sort in ascending. But it sorted as 2021M1, 2021M11, 2021M12, then 2021M2. When I change Time display from Name to Description, it goes by April-2021, April 2021 etc. How do I set this up so Time dimension flow through chronologically?

Is there a functionality to populate headers when we open a cube view from Excel.  Currently when I open Excel, connect to OneStream and open a cube view, the headers that we set in OS does not populate.  Is there a fix to this? 

Hi everyone,   I am having some issues with the report dashboard component. I have created a report that consists of a graph linked to a specific data adapter. This data adapter is connected to a cube view. Everything is working fine, I am getting data in the graph, and it's doing the correct thing. However, the graph is printed 72 times on the report. These graphs are all identical, so it prints the same graph 72 times on the report.  Is it a coincidence that when I test the data adapter, the 'total number of rows' is also 72? In addition, is there a setting where I can specify that the report should only be printed once? I hope someone can help me find a solution. I really appreciate any help you can provide. Floris van der Poel

T#PeriodPrior1(|!DRU_Year!|):Name(April 30, 2021)   The member filter above is not dynamic since I am hard-coding 2021 in the second column. How can I make the second column be a prior period based on the first column?

Team Can you please help where will the Books be saved to export as .xml/zip file. Am trying to check that under "Application Load/Extract" RegardsVarun