OneStream Platform Forums

Hi there, From other security related questions posted in the community, I understand there are templates for creating user and user groups in OneStream. I would like to know is there a similar template to assign user into their relevant user groups as well? Any suggestions would be helpful. Thank you. JC

We have summary dashboards with a lot of information. I'm trying to find a way for users to filter down on that information and have created 2 combo-boxes. However, none of the data pulls through. How do I make those combo- boxes (parameter values) dependent on each other? The idea is when a user selects the first "Resort" box only that resort's projects will be shown in the dashboard. Secondly, the second combo-box "Entity" would only return the entities from within that resort selected (step 1). Currently, no data pulls in when either parameter is selected. If I remove either of the combo-boxes, leaving only one, it works properly. 

We have files that utitlize vlookups or sumif formulas  when we save an offline copy the formulas do not work after. I have found many times that if I change the value I am referring to in the formula to a text format, it saves them, but sometimes it is not always the case. Has anyone else had this issue and what is the work around? 

Hi,  Could someone enlighten me on what happens if no currency is set for entities?

Hey all, Pretty new to programming but have manage to get a file moving rule to work that basically moves a file from FileShareBatchHarvest to Application /Public structure for users to pickup.  However, the rule currently needs the exact name of file. I have tried using wildcard symbols like "* #" for the date with no success.  Does anyone have a recommended solution to get the variable dynamic on the date section?  

Hi, is there a way to present the "Cube Root Workflow Profile" description in the workflow selection window rather than the name. So in this Example below it would say Test rather than GolfStream? Thanks

Cash Planning rolling forward, Capex tracking in OS: Anybody experience to share in this context?

We want to use a dashboard to run our books using a data management job so that they can continue to run in the background while the user works in OneStream.Using a button on the dashboard triggers an Export File data management step from a data management sequence. When the sequence is run by itself the book dialogue window opens. But from the dashboard the dialogue window does not open and instead the POV members are passed from the cube POV. Dialogue Window when hard coded and run directly from the Sequence. Similarly when a parameter is entered for the Url or Full File name, the dialogue window does not open, but does when the Full File Name is hard coded. No dialogue window. Dialogue window appears. How can we get the dialogue window to appear while keeping the dashboard dynamic to be able to run any book. Thank you.    

Hi All, does anyone built a Smart Integration Function and compressed the datatable with CompressJsonObject and then, in the extensibility rule, inflate it with InflateJsonObject using the variable bulkRemoteResults.resultDataCompressed ? I'm getting the error: "Object reference not set to an instance of an object". If I compress itand inflate it in function worked and in the extensibility rule worked. But, compress in the function and inflate in the extensibility rule didnt work. This is an example in the guide, so I'm not sure if I'm missing something. Thx in advance

Dear community, With 7.4 onward, we have the concept of "Workspaces", which usually works well. For one of my requirement, I need to embed a dashboard which is on another Workspace. The problem I am facing, is that the parameters that are currently in combo boxes are not recognized when I do so. When I open the dashboard as usual (ie not embedded but as a regular dashboard), then I don't have this issue. How to solve this situation ? My parameters are delimited lists and bound lists. When I open the "main" dashboard that embed the targeted dashboard in Design Mode, it recognize these parameters but these are shown as empty. EDIT : oddly, a similar issue apply to the "Refresh", as my embedded dashboard are getting refereshed as expected when open as standalone, but not refreshed when the dashboard from another workspace is embedded... Regards,

Hello Community - Looking for guidance on options to calculate data at QTD to overwrite the number generated from periodic values. This intersection has an option for users to enter periodic values, so I cannot make a member dynamic calc. I am using UD8 dimension member for the calc. Please share your thoughts. Thanks!  

I'm trying to load plan data into a range scenario that spans across 2 years. While the workflow view year is 2024, the range is set from 2024M1-2028M12, so the expected result would be that the load can occur for the 2024 and 2025 data that is being loaded in this import step. Is that hypothesis true?  The primary question is: What is the difference between workflow view year and workflow range? Additionally there is an icon in the workflow that "cannot import data to time periods 'AFTER' the workflow view year [2024] (see below).  In the application properties, there is a setting that allows loads after workflow view year.  When this is set to true, the icon goes away and data can be loaded to both years. We are trying to avoid flipping this switch to keep users from accessing any time periods not within the range. 

hi folks!  I'm seeking advice on overcoming the obstacle of exporting data from an Operating System (OS) to make it accessible for a Business Intelligence (BI) solution. Currently, my goal is to export data into a STAR schema within an external database. While I know this task is achievable, I'm curious to learn if anyone has leveraged the OneStream WebAPI or any other innovative methods to retrieve data instead. Would appreciate insights or experiences shared on this matter! Cheers Frank

Hi All,   I have created one cube view and made it as forms so that user can update their data but i also need the user updated data into another cube view. Once user updates in forms it should also able to bring in another cube view. Can anyone help how to achieve that ?   Thanks in Advance.

I would like the use one of the T#Global function and create a dynamic time list for the last 24 months.  For example, I had the time as 2023M12, the list would show me all the months of 2023 and 2022.  Anyone has any tips on how this can be acoomplished? Trung

Hello,    I have a dimension (UD5), the base embers of which I tag  with a certain text "TEST1". I am trying to create a dynamic hierarchy in UD8 by reading those texts as Text1.  I would like to use this dynamic hierarchy as  a report filter.  For some reason this is not working. I have no formula or BR to do any processing. Am I doing something wrong? Any help would be appreciated. Thank You, Indu

Hello Community, Is there any functions in Business Rule which is related to T#QuarterPrior1...?I'm getting only this following function, Dim timeMemberIdPrQua As Integer = TimeDimHelper.GetLastPeriodInPriorQuarter(timeMemberId) So can you please help me to get this...!

Dear Community, We have requirement to for reporting in which when we run the report its huge and we want to reduce the size of data and we want to apply sparse row suppression but since we have used dynamic calc in our column set which is throwing error when we apply sparse row setting.  Please let me know if you have any idea or solutions which would be very helpful. Thank You!

Dear Community, Can anyone please guide me the proper usage of the function  BRApi.Database.SaveDataTableRows(dbConnApp, tableName, columns, hasPrimaryKeyColumns, editedDataRows, throwIfRowForUpdatesDoesntExist, throwIfRowForDeleteDoesntExist, logErrors) I would like to understand the correct usage of  XFDataColumn and XFEditedDataRows in the above function, would appreciate any assistance. Thank You.

Hi everyone, I have the current Entity hierarchy: I created a cubeview that allows the user to initially select a base entity from a dropdown list to be used as Entity member within the cubeview. In some of the rows, though, I'd like to consider the Legal Entity code rather than the base member code (for example, assuming the user initially selects 1010TRW, I want two rows to use 1010 as Entity member whereas the rest of the rows will use 1010TRW). Is there a straightforward way to consider the first 4 characters of the parameter in one of the rows of the CV?  I tried to search for functions to be used in the Member filter builder window but I did not find any.Thanks in advance for any help!            

Hello Everyone, I’m not sure if I’m not understanding or just approaching the code wrong.  We’ve been on OneStream for about two years and myself and my co-admin are not extensive in our code knowledge.  We can generally copy/tweak what the implementation partners build, or searching the forums here, but I’d put us as basic or being generous intermediate level. We have a workflow that loads to the actual scenario and has some workflow steps at the end that are for a variance scenario where the users enter commentary balances. The Variance scenario steps auto lock when certified and I want a business rule to unlock the variance steps if the Actual Import_Ledger step is re-run. I have code in the TransformationEventHandler rule that accomplishes this for me, but when users are running the import it gives the error of user has not been granted access to application role “UnlockWorkflowUnit” I thought (possibly erroneously) that by using a business rule the system would allow unl

Is it possible to assign more than one security group to a Dashboard without having to create a new security group?  We have a Dashboard that our SuperUsers currently have access to, and they want the Supervisors to be able to see that Dashboard as well. We don't want to create a combined security group to include both SuperUsers and Supervisors to maintain separation of duties for auditing purposes and we don't want everyone in the application to have access to the dashboard.  Is this possible?   

Hi all, Is there a way to export (for instance to text or CSV file) the error message from a set of confirmation rules applied in a workflow? For now I see it's possible to export one at the time (meaning the error message from one rule) using right click on the error message itself but not for all the error messages at once. Is there a way to export them?   Thank you

Hi all, I have created some calculated fields into BI-viewer. I need to use the dashboard parameters into those calculation expressions as I have some calculations according to that. Any idea on how we can do that.

Hi,I have a large Excel report built on XFGetCells. I am trying to understand the dimensions that each XFGetCell is grabbing, but it takes a long time to parse through an XFGetCell manually and make notes of each relevant dimension. Is there a method or tool to read XFGetCells and translate the dimensionality in a format that identifies which dimension each member is related to? An example of one of my XFGetCells is:=XFGetCell(TRUE, "Cube1", "Entity1", "", "USD", $G$4, H$18, $I$4, $C$24, "Top", "Top", "Top", $C$15, "Top", $C26, "Top", "Top", "None", "Top", "None")-XFGetCell(TRUE, "Cube1", "Entity1", "", "USD", $G$4, H$18, $I$4, $D$24, "Top", "Top", "Top", $C$15, "Top", $C26, "Top", "Top", "None", "Top", "None")-XFGetCell(TRUE, "Cube1", "Entity1", "", "USD", $G$4, H$18, $I$4, $E$24, "Top", "Top", "Top", $C$15, "Top", $C26, "Top", "Top", "None", "Top", "None") I would like to understand that Cube= Cube1 Entity= Entity1 Parent= Cons= USD Actual= $G$4 Etc. Thank you