OneStream Platform Forums

Hi, This time of year we have the common maintenance point regarding needing to update task scheduler start times to account for daylight savings. It is expected for the platform to not automatically update the task start times to account for daylight savings, thus, this becomes a maintenance point for those companies in states/countries that utilize daylight savings. Until this feature perhaps one day becomes available in the platform, we have a custom solution that will make the maintenance point of this easier for OS administrators. You can upload the two files attached in the zip file which will result in uploading an Extender business rule titled "Update_TaskScheduler_StartTimes" and a Data Management job called "Update Task Start Time Daylight Savings".To use the solution, navigate to the Data Mgmt page and look for the group titled "Task Scheduler Maintenance". Here you will find the Data Mgmt sequence and step you uploaded.Navigate to the DM step and utilize the Hour Adjustment

Dear Community Members,Found several great posts about creating account members from a rule.  I am trying to clone a scenario member (Forecast with Range defined). I have to admit that i am running into a knowledge gap when it comes to how to create some of the properties.I am reading the properties of my source scenario and naively thought i can just use SetStoredValue with the property of the source scenario.  Got stuck at InputFrequency.Any pointers to documentation, Golfstream, Community posts, or samples would be greatly appreciated.

Hello, I am facing a problem in making dynamic names for BI-viewer. I have a data adapter with Command type as Cube view. I am using this adapter in BI-viewer. I want to make the column names similar in cube view.  For example, in my scenario I have columns changing according to the time.  but here it will show as Col0Value, Col1Value. As per cube view headers, Col0 is 2024M1 and Col1 is 2024M2 and this will change according to time updated for next periods. It will not be same every time. How to get the same names as per cube view into BI-viewer column list.     

I'm able to extract the monthly csv files uploaded using BRAPi.Import.Data.ExportStageArchives, but this doesn't seem to work for multiperiod uploads (specifically budget) or I'm just referencing a parameter incorrectly. I've tried entering the time parameter as "2021", "2021M12", "2021M1", even "2021M1-2021M12" within the business rule, but nothing is exported at all for the Budget scenario.... Any ideas?  

We're currently evaluating the upgrade to OneStream 9.3.1 and noticed that this release requires a move to .NET 10, which appears to be a more significant prerequisite compared to previous 9.x upgrades.For those of you who have already completed or are planning the upgrade, I'd appreciate hearing about your experience and any lessons learned.Questions for the Community1. Infrastructure & CompatibilityDid the .NET 10 requirement introduce any challenges in your environment? Were there any compatibility issues with existing servers, middleware, integrations, or third-party software?2. Upgrade EffortHow much additional effort did the .NET 10 migration add to the overall upgrade? Was the .NET upgrade straightforward, or did you encounter unexpected issues during installation or testing? Were any rollback plans needed? any issues occur and popup related?3. PerformanceHave you observed any performance improvements or regressions after moving to 9.3.1 and .NET 10? Were there any noticeabl

There seems to be a lack of documentation on the new settings Number Type and Storage Type inside of Cube → Cube Properties. I could not find anything on what this setting does and what the dropdown options entail.

I am trying to get the MTD values for different nonfinancial account types in my cube view. However, I am not sure which is the best way to do it so it is flexible, easy to maintain, and not overly complicated.Here is my only requirement:Account type HAS TO BE nonfinancialContext:I have a form that have the following columnsAccounts | Manual input YTD | Import YTD | Total YTD | Total MTDBecause we changed the account types to “Nonfinancial” they behave as Balance accounts, so when we manually input data the total MTD show up as the same YTD value.My solution was to create the following QV formula GetDataCell(E#|!parameter!|:O#Top:U3#Top_Data_Source - E#|!parameter!|:O#Top:U3#Top_Data_Source:T#PovPrior1)This solution is working and is giving me the answer I expect, however it won’t let me drill down… Does anyone know if there is a better way to do it? or if this will be one of the best solutions?   

Hi,Anyone on Version 8 who's actually tried to use this 'enhancement' feature in Cube Views?  We requested this on Ideastream a long time ago with a lot of support. I can see this command is now available in the header format dialog; however, it would appear that the only thing it does is change the header from left justified to center view.  There does not seem to be a way to actually 'merge' column headers, despite the fact that it's called "MergeAndCenter". Even the system documentation appears to confirm this behavior. Someone please tell me I'm missing something here and it actually is possible to merge column headers, because we really really wanted this feature. Thanks

Hi all,We encountered an issue with the ABS function in a GetDataCell formula. Our cube view has two rows: the first tagged to account A#100, and the second with the formula GetDataCell(ABS(CVR(Row1))). The data displays correctly in the data explorer, but when using ‘Show Report’ or ‘Export to Excel,’ both rows show the absolute value of the original amount, which is not the expected output. An example is provided belowData explorer view (correct amount)Row NameMember FilterOutputRow1A#100$ -1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Show Report/Export to Excel view (incorrect amount)Row NameMember FilterOutputRow1A#100$ 1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Does anyone know whether this is an issue in OneStream? Thank you.Best,Jacky

Hi all, we are using FDX routines to extract high volume data from our cubes for external consumptions and we noticed an odd behaviour when using the FdxExecuteCubeView method with parallel processing and a NameValueBuilder parameter: we wanted to share this with the community to understand if it is an undocumented bug or else.FdxExecuteCubeView advantages:extracting any type of cube data (base/aggregated, input/calculation/dynamic)leveraging parallel processing for the given combinations of entity/scenario/time (e.g. using the FDXEntity/Scenario/Time substitution variables in the CV)Among the FdxExecuteCubeView input parameters, it is possible to define a NameValueBuilder object to evaluate at run-time other eventual substitution variables in the cube view.⚠️Unexpected behaviourIt seems that, when using both parallel processing (e.g. the FDXEntity/Scenario/Time filters trigger multiple CV rendering, with parallelQueryCount option > 1) and a NameValueBuilder object (even empty), the

Hello,At the client we currently have SV2.0.1 installed for 3 LIM (Workforce, Duration Based & Fixed Term) While for Fixed Term & Workforce we were able to upgrade to SV4.0.0, for the Duration Based we are not able to and we receive this error:Error log is also not really telling us anything:Summary: Error executing Workspace Assembly Service class 'Workspace.LineItemModelingInstaller.LIM_Installer.WsAssemblyFactory'.Message: Object reference not set to an instance of an object.Stack Trace:    at Workspace.LineItemModelingInstaller.LIM_Installer.DataAdapters.LIMInstanceDataAdapter.GetInstanceFromSchemaName(String schemaName)   at Workspace.LineItemModelingInstaller.LIM_Installer.Controllers.InstanceManagerController.OpenUpgradeConfirmationDialog(DashboardExtenderArgs args)   at Workspace.LineItemModelingInstaller.LIM_Installer.WsComponentController.GetSelectionChangedTaskResult(SessionInfo si, BRGlobals brGlobals, DashboardWorkspace workspace, DashboardExtenderArgs args)   at W

I installed the wrong Excel add-in on my new computer (7.0.1 when our tenant is only compatible with 6.6.0 or lower). Now, when I open Excel and try to logon, I get the below error message. I have figured out that if I manually disable the OneStreamExcelAddin.XFFunctions and completely close out of Excel then, when I restart it, I'm able to logon. The annoying part is, if I forget to disable it and close out of Excel, the next time I use Excel I have to go through that whole process of saving and closing all my workbooks, disabling the add-in, restarting Excel, just to use the add-in. I'm thinking there must be something leftover from the previous install that is causing this and I've tried to completely wipe everything from the initial install before installing the correct version but to no avail. Has anyone else experienced this and know what steps I can take to remediate? (I should also note that I made the same mistake on my old computer and had the same issue, so this does not jus

Hello All,I found two very instructive discussion on the forum:Extender: Export Metadata via Extender - OneStream Community (onestreamsoftware.com)Solved: Automatic back up of security - OneStream Community (onestreamsoftware.com)But still, if I export all dimensions in one file, the file is very heavy and hard to use. Can anyone tell me how can I make it with business rule?KeithBerry kudos for great solution you provided in another topicKind regardsJarek

Hi All, We have a requirement to get journal report for all entities irrespective of which workflow was used to post the journals Example - There are different BU related workflow ( example BU M workflow )which has individual BU related entities assigned and there is another work flow - Central Group Adjustments which does not have any entity assignment. Users from BU M workflows would like to see all the journals posted via Central Group Adjustments which are related to BU M entities. We have different securities for each BU workflows and Central Group Adjustments as well. Basically all BU users should not have access to Central Group Adjustments workflow , but they would like see / view all the journal posted for respective workflow assigned entities.  We can always have an option to give read only access to Central Group Adjustments , but just wanted to check if there is any report which shows all the journals posted from another workflows as well ( assuming

Hi everyone!I am working with a Pivot Grid dashboard item in the BI Viewer. I am investigating about the possibility of formatting the Excel export of this component. Currently, the exported file does not retain the formatting applied within the BI Viewer, resulting in a very non-user-friendly layout, with fixed column widths. Are there any options available?Any insights will be highly appreciated! :) Thank you!Have a nice day,Andra

We are using a custom built dashboard to import multiple CSV files to several Import workflows at the same time. Currently the user has to select import separately for each file as the prompt window does not support multi-select. Then all imported files can be Validated and Loaded.The dashboard looks currently like this: Our business thinks this would impact our short closing times severely as users have to do this multiple times after corrections are made and for multiple companies. Rough estimate is about 50 users impacted each closing.Calling a different Windows API functionality should not be a huge change and this could potentially save us a lot of headaches. At the moment we cannot use direct connection to our ERP systems as they are too varied across the companies, so a standardized CSVs are our only option. 

Hello, I am trying to set up the Cube Data Manager solution from Open Place in my working production application. Currently it is all loaded up, but I need a little help figuring out how to add the environment to it containing the applications that I want to work with. Please see pictured below.   Thank you, Jeremy Morgan

Hello everyone,Is it possible using a business rule to make a quick certification for a Certify Workflow?I was abel to complete the Certify Workflow task using business rule but the certification status remains rejected.Thank you in advance for your help.Regards,Antony

Dear Community,   It is very easy for a user to add comments on a given cell, using data attachments : However, what are the reporting possibilities for such comments ? Could we use them in dashboard, for instance to be shown as footnote of a dashboard ? Or could these be used as footnotes in pixel-perfect pdf documents generated from a cube view ?   Many thanks,

Hello OneStreamers,The purpose of this note is to share my end-user experience getting the new Developer Studio installed and configured.  I hope it helps you.What is Developer Studio?  This is a new tool to move code between your local file system and OneStream. Initial SetupDownload Developer Studio from Solution Exchange - OneStream Software Install Developer Studio by running the executable Launch Developer Studio and select File / Download OneStream Reference Assemblies… and store both versions them in a common directory such as c:\nuget  Register Sources  At the command prompt run this command  dotnet nuget add source c:\nuget --name LocalRepo Confirm the source has been added by running the command dotnet nuget list source  This directory should be the same one that has the reference assemblies downloaded in the previous step.  It can be anything, but in this example it is “c:\nuget.” Congratulations!  You have installed Developer Studio and configured your local machine

We're working on a solution, where users can enter and view a date through a Cube View using the Cell Type Date. The challenge is how OneStream handles date's (datetime) with time-zones. When a date is saved to the backend, it's converted to UTC time-zone. The Date component in the Cube View is also Time-Zone aware, so that it uses the local time of the user, to convert back from the backend UTC to local-time. The challenge with this is 2 fold: 1) Assuming we would calculate a rent for a given period. The user, based in CET time-zone, enters 2022-1-15 using the Gridview. This date is converted to 2022-1-14 as UTC (2022-1-14 23:00:00). Using a Custom Calculate method to calculate the rent from start (2022-1-15), now adds one day more, as the server time is UTC. (don't mention Daylight Saving Zone)  2) If another user, based in US Central, is reviewing data in the same Grid View (and same POV), this user will see a wrong date, as the server UTC date, is converted to this user's loca

I cannot find any literature on this - I have a custom calculate rule, how to I call it from a DM step? This is what I have in DM step, but I keep getting the below error: Below are some additional info on my set up: Thank you.

Hi, I have created an admin dashboard for forecast. I want a text box that shows parameter values, but there is a separate parameter for each Scenario. ScenarioParameterForecast_MarCopyLatestActualsToFCT_MarForecast_JunCopyLatestActualsToFCT_JunForecast_SepCopyLatestActualsToFCT_SepForecast_Dec CopyLatestActualsToFCT_NovCopyLatestActualsToFCT_Dec The parameter has either value False/True and depending on the value, the business rules that are initiated via the dashboard will do different things.  The dashboard is shared between the WFs/Scenarios.How do I create a text box that gives me the parameter name and value?e.g. when I use WF Forecast_Mar I want the textbox to say: "Forecast_Mar = (Value)"December has double parameters why I need both to be shown, "Forecast_Nov = (Value), Forecast_Dec =  (Value)". Is it possible to do this using standard functionality for parameters (e.g. create a new parameter that picks the values from the others that I then link in my dashboard). I

How can we format the Header Row of a BI Viewer Grid (ex background color, bold, etc)? I see how to conditionally format the data rows, but I don't see anything for the header row....

Does anyone know of any information related to the new VLWDataRecord tables that are new in OneStream 9.3?There is nothing in the release notes and nothing in the documentation. Teams are seeing issues with the Data Records tool on the system tab. The vDataRecordAll View excludes those tables (and there is no vVLWDataRecordAll view at all). Has anyone tested solutions that may access data tables more directly (like FDX) to see if there are issues? Does anyone know how OneStream is choosing where to store data? It appears that some data is going to the new tables, but some data remains in the old tables.We have some nervous team members and nervous clients looking to upgrade, but unsure of the implications of this change. Honestly, I can’t blame them, since fundamentally changing the database schema for how your cube data is stored in OneStream without any information is a bit nerve-wracking. We’d appreciate any conversation related to this topic so the community has a better idea what