OneStream Platform Forums

I have CV - rows with Accounts as Expansion 1 , and three Origin-member as Expansion 2. I'd like to have the Accounts as suppressed if zero ( no problem) but when I open the +-sign to see the Origin members for selected account I want all three (Forms, Adj, Import) members to show without having to use insert member. User should input data on the O#Forms member which is suppressed unless previously used.  

Originally posted by Vivian ViljoenWe are using the TXM Transaction Matching Solution PV 530 SV 100Is it possible to perform a mass or bulk unmatch of matched data while using the TXM solution?Currently the user can select 50 at a time (max per page) and the un-match, however, in our situation we ended up with a few hundred pages that needed to be unmatched.

Has anyone had issues with cell reference links breaking in Input Forms after clicking Submit Sheet? Background:We plan to base level accounts, with our operating expense accounts planned between four departments in UD2. All other accounts are planned at the “None” department level. Example:611000-Base Salary account can be planned more granularly to Dept 100 (Customer Support), Dept 200 (Prod Dev), Dept 300 (S&M) and Dept 400 (G&A). A#611000:U2#Dept_100 = 5,000 A#611000:U2#Dept_200 = 2,000 In this example, we would have a total of 7,000 planned to the 611000 account. Issue:The cell links are only breaking on the 6xxxxx accounts where we are specifying UD2 as a specific department vs. all other accounts having U2#None. Additionally, the values input in the form aren’t going to the correct department. The 2,000 example above from Dept 200 would go to Dept 100 for the same 611000 account. Any advice would be greatly appreciated!

Good morning, We're configurating IC matching permissions. When entity A sells to entity B and there's a difference in amount, user X must conciliate and match transactions. X belongs to seller entity A, and he has permissions in A, but not in B. That’s why he can’t see any IC transactions, unless we give him permissions in B. My question is: what are the minimum permissions in OS to give X the ability to do IC matching between A and B, but no more.   Thanks in advance,     Ramon Odriozola

Dear Community -    Is there a way to know when the last load was completed? We have multiple cubes (account recs, mgmt, rept), and it would be helpful if our end user could know when the last  process-load was completed.  I know we have task activity manager, but if I could filter only the process load tasks, retrieve the time when data load was completed, and display in a table.  I'm wondering if I need to write a business rule, and integrate that into dashboard/cube. Any idea or examples will be appreciated. Thank you!            

Hi Everyone, We uploaded Track Record Data from 2022 January to 2028 December. But When we check data under Cubeviews- it only shows up until 2026 December. What could be the reason that the cubeview is not populated data for last 2 years. Help will be appreciated. Thanks

I am trying to troubleshoot a performance issue when running cubeviews as a non-admin.   If a user is not in the "Administrators" group, then a simple cubeview might take a lot longer than it would otherwise (by a large factor, like 3 to 5.)  Is this a known issue?  Are there any tricks to avoid the massive performance hit?

Hi, we have 40-50 workflow nodes which makes the workflow assignment a large burden to complete.  We are using workflow templates to manage these nodes.  Is there a way to assign the workflow to the template vs each individual node in the workflow?

Hello, Is there a way to aggregate the result of an expansion within a member filter?  For example, I have multiple entities that are Australian.  I would like to aggregate the balances of all of those entities into a single row.  I'm using the attached syntax which produces the entire list, but I would like all the results to be aggregated into one line item without all the underlying detail.  Does anyone know of a solution? Thanks, Sean

Hi Fairly new to OS and i am looking for a solution/workaround on MemberName and Description in POV. To explain further, in Quick View when any dimensions is in POV (See attached Pic)  then OS only shows the MembersName not Description. I need to see Description there as my naming convention for UD is Code - Description. Having code to be viewed in POV is tough to track and know what code means.  Thanks in Advance...Sandeep S    

Quickviews are not showing in task activity . Is this a bug ? Or is there any other ways to monitor the quickviews launched by users

I am trying to build a cube view where the client can insert suppressed row members for account, ud3, and entity with ud3 having 2000+ members. I can't figure out how to work the suppression so it only shows the top row and allows the user to enter in the suppressed rows without having all combinations visible through expansion. Currently it is showing all possible combinations or no combinations. Thanks in advance for the help!

Is it possible to build a Business Rule (Dashboard Extender) that connects to and updates the Task Scheduler Table without the use of a BRApi?  Our team is currently connecting to the table using BRApi.Database.ExecuteActionQuery.  This function allows users to update the Task Scheduler through a dashboard.  But we would like to find an alternative approach to updating.

If each Cost Center is mapped to a single profit center, can that be stored as a Text attribute in the metadata and then referenced in Transformation Rules?

Does anyone have any sample code they can share to see how to trap errors during an automated dataload process?  Currently, all I can see is that the dataload process executed and completed but it does not tell you if something happened in between.  I'm having no luck capturing if an error was encountered during the import or validate steps.

I want to add a dotted line to differentiate between scenarios. In this example - we are reporting actuals and forecast -- Any ideas?    Thank you, Mustafa  

This is my first time creating a book. I'm working on creating a book that presents an income statement by location. The ideal outcome is that the IS is displaying location at the top and each subsequent page displays a child location member.  I have my loop setup as a member filter that references the location dimension as shown below. My change parameter is setup to change the POV.  When I preview the book it's still showing location at TOP for all the pages instead of showing TOP and then each location base member. Any suggestions on how to fix this or any literature would be appreciated.   Thanks.

Hi Community ! Is there a way to get the culture of the user, by using a retrieve function like XFGetCell? Basically, I have to retrieve the user culture in an Excel file in order to define Titles and other periferical elements in the spreadsheet. Regards,

how can i get 2 columns on a quick view to be shown as %? 

We are trying to develop logic to do the following during transformation: If the G/L account in the load is in a certain range and the UD2 member is valid, load to that intersection      otherwise If the G/L account in the load is in that same range but the UD2 member is invalid, map UD2 to None   Has anyone gotten something similar to work?   Thanks,Bil

Hi to all, Im looking for any idea on how to inactivate users automatically. Let me know your thoughts.

Hi to all. Wondering if any of you have been able to connect PowerBI as a data source in Onestream. In this case, PowerBI is an Analysis Service server. any thoughts on how to start doing that?  Thanks in advance

Please see this post from Adam. Posting on his behalf. I also want to know the answer to this.  

GOALExport cube view to Excel with Landscape printing orientation. METHODThere is a cube view setting on the Advanced tab, labeled as Landscape = True/False. I have set that setting to Landscape = True. RESULTAfter exporting to Excel, the cube view fails to take on a landscape orientation, instead being portrait orientation. Does anyone know how to set the Excel orientation within the cube view?

I'm trying to figure out how to build an expression that pulls "Avg Fleet" numbers and plot a bar chat on an existing pane. I've asked a similar question in this post - I was able to make the syntax work. However I still can not isolate just Avg Fleet. I would appreciate any suggestions on what I should fix.    I've been fairly new to Dashboard building that I need help to my bearings. Co