OneStream Platform Forums

Are there any options to add text / comments to a closed period?I have tried to create a cube view and add annotations - but if the workflow is locked, as well annotations cannot be added.Any ideas? Many thanks

Hello, I'm writing a confirmation rule that is a specific few cells are blank or if these cells are not 0 that the confirmation rule passes. I got the 2nd part to work fine, but when the cells are blank I'm having an issue. Can someone help me with my code and what I might be missing or need to change? Dim EntityName As String = api.Pov.Entity.Name.ToString Dim WFYear As Integer = api.Time.GetYearFromId(api.Pov.Time.MemberId) ' Retrieve amounts for each account Dim AccountPPEICSaleAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#0710:F#PPE_ICSale:O#BeforeAdj:I#None:U1#00:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_FORM:U8#None").cellAmount Dim AccountADICSaleAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#0771:F#AD_ICSale:O#BeforeAdj:I#None:U1#00:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_FORM:U8#None").cellAmount Dim AccountPPEICProceedAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#

Hi everyone, I’m looking to get some input from the community on Excel-based reporting in OneStream. In your experience, which format has proven to be more efficient and reliable: XFGetCell formulas or Cube View connections? The reason I’m asking is that we use OneStream reports to feed data into Excel workbooks, and we’re getting recurring feedback from users about performance issues—slow refresh times and, in some cases, Excel crashing. For context, these workbooks usually contain multiple tabs and often include a mix of: Cube View connections Quick Views XFGetCell formulas (used when a specific layout is required) Our goal is to better advise users on the best reporting approach. So far, it feels like this mixed setup is becoming heavy and is negatively impacting the user experience. If you have any best practices, lessons learned, or tips on what works best (and what to avoid), I’d really appreciate you sharing them. Thanks so much in advance! Eve

Hi Team, While running the XFGetCell report we are getting the below error. we could observe that this error is appearing in 9.1.1 Version, Can you please advise us to resolve the issue.  

Alo I’m trying to create a Source Derivative Rule that takes each inbound Stage row and produces **two** output rows. The first row should remain completely unchanged. The second row should be an exact duplicate of the first, except the **FERC** field must be replaced with the value from **A8**. I’ve confirmed that Rule Expressions cannot duplicate rows, and the `Transformer` object in Source Derivative Rules does not expose methods like `GetInputRow` or `GetSourceRecord`. I’m looking for the correct, supported API pattern for duplicating a Stage row inside a Source Derivative Rule, or confirmation that this must be done in a different rule type (e.g., Target Derivative Rule). Any examples would be greatly appreciated

Hi everyone,Does anyone know if there's a specific method to be able to run Quickviews using a Business Rule? Trying to understand if OS is capable of doing something like that. Presumably, what I would like is to execute a dashboard that would allow me to see one, just seeking for some ideas on this topic.Thank you!

Hi guys!This is my first post so sorry if this question is out of place.I have an environment with a couple of applications that I want to remove.My question is, if I remove them using the Application Management of the Cloud Administration Tool, would I immediately get back the space those apps were using or do I have to wait for all the space to become available again? Thanks!

Hi,   Without entering into the discussion of whether this is a best practice or not. During some HFM replacement, we have seen occasionally that request being raised. So, is it possible to prevent a force consolidation to run on locked entity / period whilst making it run for the unlocked ones ?   Aymar

Hi everyone, I have one environment with two apps. The users of one app cannot access the data of the users of the other app, and viceversa.I created 3 groups, one to assign the system roles that both teams need (es: error log) to both teams, and the other two to assign all the application roles of each app to specific teams (team1 will have access to all application roles within app1, and the same for team2 and app2).now I would need to make sure the users of one app can only see the error logs generated by app1, and not the ones generated by app2 (and the same for the users of team2).is that possible?Thank you!

Hi all, I'm currently using different applications within the same environment and I need to give some users access to specific applications.To configure who accesses what, I though I had to assign a security group to the 'OpenApplication' setting within the Security Roles interface, but it seems like it's not working.Does anyone know how can I manage users access to the different applications? and do I need to configure it singularly on every application or can I manage the access to a single application from a different application?Thanks!

Hello Experts, Here's the scenario: We have a flat file coming from the client's source with multiple source columns. We need "Region", "Cost Center", and "Business Unit" in this case from the file to build the solution. We have developed an unique UD2 dimension in the app which will act as a target dimension for these 3 source columns(Region, CC, & BU).Creating a one to one mapping for all the possible combinations for (Region, CC, & BU) would be tedious.Currently, we are thinking of writing a Complex Expression in the UD2(target) transformational rule, that would first lookup the parent values of all the base members from the 3 columns combination and return the respective value of it's target. Something like the below snippet. Any sample code or alternative solution would be really helpful. Thanks!Dim U1 As String = args.GetTarget("U1#") Dim U3 As String = args.GetTarget("U3#") Dim U4 As String = args.GetTarget("U4#") Dim objDimPk As DimPk = BRApi.Fi

Hello!  We named an alternate hierarchy account parent AR and are now trying to find where that account was called/used because we want to remove it without impacting other things (we'll redirect wherever it's referenced to its replacement/new hierarchy).  We use Finit's Toolkit/SearchIt (replaced by OS's ownership in more recent releases) but as you can imagine, searching "AR" gets 100s/1000s of matches. Is there a way folks might suggest to narrow down this search? A#AR has helped but I'm afraid we'll still miss areas where the A# isn't referenced in front of the account name. We also tried searching the member ID in SearchIt and that doesn't work.  Any suggestions appreciated! Thanks!-Nicole

HiIs it correct for OneStream to include “No Data” rows in the IC Matching Summary?  The matching tolerance is set to 1000 and “Suppress Matches” is not selected (since matches need to be displayed).  These accounts previously contained data but were cleared out.   

Hi everyone, I've been trying to use the Environment Monitoring feature, but for some reason the graph doesn't display any values. The interface loads correctly and I can select different metrics and time ranges, but the chart area stays empty—no lines, no points, nothing. Has anyone experienced this before or have any idea what might be causing it?Any tips on how to troubleshoot or configure it properly would be greatly appreciated. Thanks in advance!

Hello,I’m facing an issue with a Data Adapter that launches a CubeView.The problem is that the Data Adapter seems to be looping and triggering the CubeView multiple times, which results in a very long execution time.When I manually cancel some of the tasks related to the CubeView, it looks like new tasks keep getting created, as if the main process is still running.My question is:Is there a way to kill or stop the main task/process that was initiated by the Data Adapter, so that all dependent CubeView tasks are also stopped as a consequence?Or is there a recommended way to safely terminate this kind of runaway Data Adapter executionPS :The same OS environment hosts both development and production.I’m currently running OneStream version 7.2.Thanks in advance for your help.

Hi Everyone, Can we use one windows/local server for SIC setup to both Prod and Non-Prod. Thanks

I have to create a task manager build that does not include weekends in the duration. We have tried adding the weekends to holiday profiles and excluding them from the explicit day map, but the duration will always include the weekends. Right now, I have due dates on weekends an holidays even when calling them out in the Holiday Profile and setting each one with an offset of 1. Is there a work around for this or any other solution to have the durations skip weekends/ due dates not be due on weekends or holidays?

Hello, I have following two cubes in onestream: Volumes Detail All the cube dimensions are the same except for UD1. For volumes, UD1 cube dimension is VintageDim and for detail its FunctionTotal. I am trying to copy data from "Volumes" cube to "Detail" Cube through a Business Rule. I am running this business rule from Data Management Step. The rule runs perfectly but it doesn't copy the data. I don't get any error too. Please can someone help to understand the issue? Public Sub CopyData()      Try         'Define the source and target information Dim sourceCube As String = "Volumes" Dim targetCube As String = "Detail" Dim sourceScenario As String = api.Pov.Scenario.Name   '1. Pull data from the source cube (Volumes) 'Using a formula to capture the desired data unit Dim sourceDb As DataBuffer = api.Data.GetDataBufferUsingFormula($"Cb#{sourceCube}:S#{sourceScenario}:A#Product_Sales")   '2. Convert the data buffer to match the target cube's d

Hi Is there any way to access system tables from third party tools like ex:Sailpoint etc to add/remove users or groups. Thank you in Advance, much appreciated. Thanks Satish P

Hi,I am calling a Business Rule (BR) in a Cube View using XFBR as follows:XFBR( BR_ParamHelper, FunctionName, WFname = |WFText2|, SelectEntity = |!WF_AssignedEntity!|, Time = |!Time!| )Inside the BR, I parse the year from Time to control flows:Dim wfYear As Integer = 0If args.NameValuePairs.ContainsKey("Time") Then    Dim POVTime As String = args.NameValuePairs("Time")    wfYear = CInt(Left(POVTime, 4))End IfIf wfYear >= 2026 Then    ' Remove  flows for specified entitiesElse    ' Keep historical flowsEnd IfProblem:When I log POVTime or wfYear, it always shows 0001-01-01, so my logic for removing ENT/EXIT based on the year never triggers.What I have tried:Verified the Cube View POV is correctly set.Passed Time = |!Time!| from the Cube View XFBR call.Logged args.NameValuePairs("Time") — still returns 0001-01-01.Question:Is Time = |!Time!| the correct way to pass the POV period to a BR?Is there a difference between |!Time!| and |!POV!| or T

I need some assistance.  The following error is displayed during the Load and Transform WF step (v9.0.1.17608): The use of "?" and "*" is discussed in the Design and Reference guide as per below:Requirement:  There is an entity with 5 characters with suffix _ICI30 that needs to map to C4500 if the IC has 5 characters, and another with 9 characters with suffix _ICI30 that needs to map to C3000 if the IC has 5 characters.   How do I define the rule expression if E#[?????_ICI30]:I#[?????]  and E#[?????????_ICI30]:I#[?????] are incorrect?   

Hi All,The login is successful, but when I return to the OS app page, nothing happens and I can’t select or open any application. I’ve cleared the cache, the Desktop and 2.0 folders, and I also have the latest .NET runtime installed. Is there anything else I can try? Thanks 

Hi,I need to provide a demo for a customer who is exploring using Narrative Reporting.I am using the Termplate to create the Root/Section/Document structure.Can anyone provide me with the Extensible docs that are associated with the template and imported into NR?Displayed in green below:It would save me a lot of time and effort.Many thanksGuy

Hi,I'm trying to find Narrative Reports in the Solution Exchange.Can anyone let me know where it is so I can download.ThanksGuy

Is there a way to create a FXRateType from a Business rule?FXRate types (average rate, closing rate...) are used to set FX rates in addition to Time, source and destination currencies.In addition to default FXRate types, new ones can be added:Is it possible to create such FXRate types by business rule?Indeed, by business rule (with BRAPI.Finance.MemberAdmin.SaveMemberInfo), we can create a scenario, set parameters, set an existing FXRateType for P&L and for BS, but I've not found how to create a new FXRateType that could be used for this scenario.