OneStream Platform Forums

Hi all, I would be interested in the best practice of nested dynamic dashboards, e.g. imagine, you want to create a dashboard, that allows you to dynamically list the Workflows a user has access to with the steps in the workflow and the current status. We’ve build something like this (see screenshot), but we aren’t sure, whether it is the best/recommended approach from the performance perspective.Would be nice if you could elaborate on this a bit. ThanksMarkus

Has anyone used a business rule to create either a sound notification or email notification for tasks you’re waiting to finish running in task activity? When force consolidating, I often find myself working in other applications and constantly having to go back to OS to see if the consolidation has finished running. It would be nice to be able to set a sound notification once its complete or receive a quick email saying your task has completed.

Dynamic Dashboards and Modern Browser Experience.  Development tends to take place in WinApp what are the considerations/tips architects should consider when adding the MBE layer for client use? Tips/Gotchas?

How do I get a text attribute from the import profile vs getting a text attribute from the parent of that import?

I have the request to automate FX rates upload. Rates are stored in DWH (Data warehouse) and that would be easy if I could simply connect there. Unfortunately DWH team doesn't allow it, instead of it they can push their FX rates into my database. Any idea how can I get them such access? Thanks!

Can you give architects guidance as to when to utilize Data Frames with Dashboard development use cases and talk about whether this provides performance benefits balancing with Data Unit “physics”.  What are the opportunities/limitations we should keep in mind with respect to the use of Data Frames with Dynamic Dashboards?   

Can you use dataframes to join data from multiple sources or join multiple dataframes into one? For example, a mapping table in an external database that we’d like to join to a custom table in the OS application database, before doing additional processing (grouping, aggregation, etc) on the joined data.

Is there a way to work with / add fdx data in a dataframe?

DataFrame question: Today we use DataTables and LINQ to perform operations such as multi-column GroupBy, aggregations (Sum, Count, Average), joins, filtering, and calculated columns. Do DataFrames support these types of data-shaping operations natively, and if so, are they generally more efficient than DataTable + LINQ for in-memory transformations? For example, replacing a multi-column GroupBy + Sum pattern like the one below: // Group by Entity, ProductType, ProductLine, Account, Channel, sum(LOCALAMOUNT)DataTable result = dt.AsEnumerable()    .GroupBy(r => new    {        ENTITY = r.Field<string>("ENTITY"),        PRODUCTTYPE = r.Field<string>("PRODUCTTYPE"),        PRODUCTLINE = r.Field<string>("PRODUCTLINE"),        ACCOUNT = r.Field<string>("ACCOUNT"),        CHANNEL = r.Field<string>("CHANNEL")    })    .Select(g =>    {        DataRow row = dt.NewRow();        row["ENTITY"] = g.Key.ENTITY;        row["PRODUCTTYPE"] = g.Key.PRODUCTTYPE;       

What are the prerequisites for using DataFrames e.g minimum platform version and what are some use cases for using DataFrames; instead of DataTables, for example?

Hi All,Have anyone of you explored the use of AI tools like Claude to speed up OneStream build? If so, can you share the experience?In one of my recent project, I had to reverse engineer 100s of Business Rules for documentation purpose.  By using CoPilot and Github, I was able to reverse engineer BRs in documentation format in few hours which would have been very painful otherwise and would have taken weeks to do so.Would love to hear how the ongoing excitement (or hype) around AI-led accelerated development can potentially help with OneStream build.Thanks.

Hi, I’m trying to run a derivative rule source - final at time dimension so that I can copy the loaded amount across 12 month.In the source I have a Period column with the year. My idea is to bypass the year in one to one mapping and create 12 months using the derivative rule. Something like this  The issue I’m facing is that the derivative is duplicating the rows but not changing the time, however I test for other dimensions and it’s working.Has the time dimension any restriction on derivative rules? Thanks

Hello, I have multiple excel files using XFGetCell to pull data from OS.  What I would like to do is, (1) create a report book that includes the XFGetCell formulas to refresh data when the report is ran, (2) Set up a DM/Parcel Service to automate sending the file to both OS and non-OS users.  Is there a way to do this?  I do not want to re-create these files as cube views because they are customized for our reporting requirements and have some intricate calculations.Thanks,Tyesha

Is it possible to avoid the compile error when the workspace dependencies doesn't exist. In our use case all the dependent assemblies (that contain custom config) may not exist. This is expected and we need the rule to ‘fail gracefully’ rather than throw an error.Is it possible to resolve by dynamically adding the dependencies using late binding so the checks are deferred to runtime? 

Hello, Does anyone know if it's possible to rename an existing application through either CAT or other methods? I need to rename App1 to App2. And rename App2 to App1. I know I can make multiple copies to achieve what I need, but trying to see if we can rename to avoid all these copies. Thank you. 

Hi I am trying to build a Genesis dashboard wherein for BI viewer the data source i have taken is cube view , I can not see the toolbar to create a chart or graph after giving source of CV.  

Hello Everyone,I created a pie chart using the BI Viewer in OneStream.The chart displays correctly when viewed directly in BI Viewer. However, once I add the pie chart to a dashboard, the labels are not fully displayed as expected.Has anyone experienced the same issue?Is this a known limitation when embedding BI Viewer components into dashboards? Is there a setting I might be missing? Do you know of any workaround to force labels to display properly?Any feedback or suggestions would be greatly appreciated.Thank you! 

We currently use an ERP to house all of our actual copies of invoices.  Has anyone successfully been able to link Invoices from an ERP to OneStream?  So that when you [Navigate To ‘Drill to ERP’]  it takes you to an actual copy of the invoice back to the original ERP.  Currently we only see limited line item information.

We are implementing Transaction Matching with Workflow Channel Import Stage Only. The data is being transformed correctly, but the amount pushed to the solution is the RawAmount instead of the ConvertedAmount. We have also tried Import, Validate (Stage Only), but same result. Is there a property we may be overlooking to have the Workflow Profile push the ConvertedAmount to the solution?

Excel add-in for google sheets | CommunityWhen will “Google Workspace” natively connect with OneStream like “Office 365”?- “Google Sheets” is on its way first?Thank you, OS team.

does anyone have experience running business rules on save of a cube view via excel? I see an old post referring wcfeventhandler. Is there any more robust way by now?

I have a Dashboard Report I am building that consists of multiple Report Components. Each report component was created using a Pivot Grid. Users would like a button to press that allows them to export all of the reports into Excel at the same time, with each report being displayed on a separate sheet of the Excel workbook. Below is a screenshot of the Dashboard for reference.I have a Dashboard Extender Business Rule created for the export button, but I keep running into issues where I can't define the Export File Type as Excel Xlsx.Can anyone tell me if what I am trying to accomplish is even possible and if so, how? 

Hi Folks,In one of my UD2 member , i am trying to apply a specific value of [0] to all base level members of A802 account and a completely different set of values [3000] to all other base level accounts that exist in the A4 account hierarchy. The hierarchy structure is as follows:A4---A5----A501----A502---A8----A801----A802-------A8xxxx------A8xxxx1----A803The issue i face is currently all accounts are coming out with a zero, does anyone know a better way to apply two different type formulas to two different set of base level accounts and allow for natural aggregation of parent values? My logic is as follows:                      Dim accountDimPk As DimPk = api.Pov.AccountDim.DimPk                    Dim currentAccountId As Integer = api.Pov.Account.MemberId                    Dim isParent As Boolean = BRApi.Finance.Members.HasChildren( _                        si, _                        accountDimPk, _                        currentAccountId, _                        Nothing)       

Hi Folks,I need help updating a UD5 member formula that should impact the base level accounts only. I want the consolidation to aggregate/consolidate parent accounts with the calculated base level values.Currently my logic calculates all accounts including the base and parents and no consolidation/aggregation takes place. Basically i want the calculation to happen like the logic below:For example:For a given UD5 Member i.e. growth the member formula is driving certain calculations for the account hierarchy members.  For a parent account 1200, i want the member formula to update values for all its base members using the logic 2*3.For all other accounts beside the account 1200 in the account hierarchy, i want the following logic applied 2+3 at the base level. After these two set of calculations at base level accounts, i want natural OS aggregation to calculate the rest of the accounts in relation to ud5 member where the logic is being applied.Does anyone know how to go about this? Curren

Environment: OneStream Workforce Planning module, PV9.0.0 SV3.0.0.A calculated account in an employee-driven Workforce Planning register throws a divide-by-zero error during Calculate. The formula divides a salaried employee's compensation by a Cube Driver representing their expected monthly hours. For any given employee, that driver correctly returns their real hours value starting the month they are hired, but for any period before their hire date, it returns a literal 0 rather than null or blank. Dividing by that 0 is what triggers the error.Simplified version of the formula (anonymized):IIF(EmployeeGroup="Group_A",  IIF(EmployeeType="Hourly",    Hours*HourlyRate,    Hours*(A#BaseSalary/(IsNull(StandardMonthlyHours,1))),    0  ))What we have tried, and how each attempt failed:IsNull(StandardMonthlyHours, 1). No effect: the driver is not returning null, it is returning an actual 0, so IsNull's substitution logic never triggers. IIF(StandardMonthlyHours=0, 1, StandardMonthlyHours). No