OneStream Platform Forums

I have run into an issue with intercompany eliminations not performing as expected in a Periodic type scenario and believe I need to create a custom elimination rule to resolve, as suggested in the Design and Reference Guide. In the actual scenario (YTD), a balance sheet account is eliminating to the income statement without issue. In the planning scenario (Periodic), the balance sheet elimination amount appears in periods where the balance sheet account has no data. Below I've identified an excerpt from the design and reference guide referencing this type of issue. Can you assist with a sample code snippet for a custom elimination for this type of scenario?"If a Consolidation View is Periodic and no data is loaded to the IC accounts for a specific month, custom elimination rules are required in the FinanceFunctionType.ConsolidateElimination section of a business rule attached to the cube to calculate expected elimination results. This requires storaging the C#Share member, which impac

Is there any clear coverage for audit purposes over Marketplace solutions such as the Excel Add-In or Application Reports? I don't see it clearly covered in the SOC1 or SOC2 reports and our auditors are questioning how we know the interfaces and reports are complete and accurate, etc.

I have some power Excel users that want to dig deep into automation within Excel and are asking for any documentation there might be.  Anybody know of anything other than what you can see in the Addin itself?  Is there a full list of all the calls that are available? 

Hi I'm looking to get the year from a time parameter to use in a cube view header. Is it possible to use the XFMemberProperty rule if possible?I've tried :Name(XFMemberProperty(DimType=Time, Member=|!TimeParameter!|, Property=Year)) but the system doesn't like it.Note, the following works to get the time description, but I'm looking to just get the year i.e. 2023XFMemberProperty(DimType=Time, Member=|!TimeParameter!|, Property=Description)Thanks,Mark

Hi all. So I have a book set up that creates an excel workbook based on a loop of entities. It works absolutely fine, however, the book is 300 worksheets or so. Therefore its pretty handy to have an Index page. Is there anyway to splice a worksheet not generated from the CV into this export? Also, books seem to forego the handy auto freeze pane on headers that excel exports do on execution. Does anyone have a BR that will do this?Thanks in advance! Tom

Dear community, We encountered an issue with clients' display screens in OneStream.  In the cube view formatting, we use the font family Geomanist Regular, and we have defined the text for certain rows as bold or italic. When we run the cube views, the formatting is correct on the consultants' view, but the clients do not see the differences between bold vs. non-bold or italic vs. non-italic text. The text font appears to be different as well. Please see the screenshot below for references. Consultant's displayClient's display Currently, all project team members (consultants and clients) have administrator rights, and we do not have any other culture setting in the application. Can anyone suggest what we can check to resolve this?If there are any similar experiences, kindly share them with us. Thanks in advance!   

When viewing the results of a cube view and using the Export to Excel button, the filename generated replaces spaces with "+" and adds "_Export" and the sheet/tab name of the file appears to be the cube view name. Is there a way to define these while still using the Export to Excel button? Perhaps a business rule attached in the cube view that defines them? 

Hi,I am running a BR extender that starts a DM sequence with many steps. I can not find a way to update the %Completion. Those steps are all running a BR.Anyone knows how to do that?Thanks 

I have Delimited list parameter for scale in Cube views, when added the Cube views to Books and given the value to parameter using change parameters option but it's still prompting for it when I ran the book. Any suggestions, without updating the Cube views and get with Books only.  

We are trying to pull WD HR data into OneStream.  At this point, we are just trying to prove we can do it.  I'm trying to setup a data adapter to pull the data using an SIC Direct Connection, but I don't know how to start with the data connector.  What type of data connector?  How do I tell the da to grab the data from the SIC?  Searching the OneStream documentation for these yields nothing and the Foundation Guidebook doesn't speak to the particulars either.0 Kudos Reply  

Client has a requirement to manage percent ownership data on a monthly basis and also use Organization by period. They would like to use a form for that. Is there a way to take the data from the form to Percent ownership type property so that we can still maintain the Org by period.

Hi, we received the following error message in OneStream on some of our scheduled data management tasks; these tasks load workflows by pulling data from an Azure system."Summary: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.Operation cancelled by user. (SQL Error Number -2146232060, -2, 0). The wait operation timed out"My understanding is that the this indicates that OneStream cancelled the operation (and failed the task) as Azure took too long to respond. How would I go about preventing this issue for the future? 

Are there any standard integrations or connectors for OneStream and CyberArk?CyberArk is a tool that stores credentials and logs/records user sessions when performing ad hoc maintenance, patch installations, bug fixes, configuration changes, etc., that require elevated administrative access.We would like to use this tool for OneStream when promoting changes into our production environment, and our IT organization is wondering if there are standard connectors between CyberArk and OneStream. 

Hi , wonder if someone can help me, I have a dynamic account % = Dynamic calc Return api.Data.GetDataCell("Divide((A#Account ), (A#Account2 * 1060))") which works great in the CV , but in the graph it does not bring the calculation correctly, BI pulls the "average" of the YTD of the CV (orange cell)value I am looking for is the YTD calc.  should be %75.1 it does work if I bring the Time in the filter for the YTD graphs,   my CV is bringing T#WFTime, so the filter wont work as dynamic dashboard. Same issue with QTD, amounts in the CV in yellow are the correct values, BI Viewer is has the average of the yearif I hard key the WFTime it will only display one QTRI think my problem in the value, what condition rule do I need to have? the closest to actuals is average, but is not correctHopefully is something simple, I just cannot figure it out. thank youLC      

Hi, looking for experience and OS counterparts for support to automate ( plugging it directly in OneStream from source) FX Data Feed. Concern currency is USD.Which source are used - OANDA, Eurpean central bank or other sources? How does this work to get actual closing Rate, YTD Rate and for information purpose monthly average rate in the system?Actually we are loading every month from ECB into csv, working in excel - convert from Euro into USD for each currency, closing, YTD and average and than loading - set cells - into OneStream.Thank youAngelika 

I am setting up a Workflow with a SQL connector data source. I need to be able select a range of periods (start and end period) within the SQL query to extract the balances for multiple periods and load the same to OS cube. Users should have a provision to select the start and end periods and the SQL query should run dynamically based on those periods. Workflow should be executed to import and load the data to the multi periods selected at one time (not needing to run one by one period).I am new to OS. Appreciate suggestions and recommendations to implement this requirement in OS.   

HiWe have a requirement where users need access to all entities in the organisation but only for a specific set of accounts.Currently we have a simple security model where users are restricted by Entity. I was hoping that I could create a Cell Data Access Security rule that will give them access to entities outside of their group for the specific set of accounts, but it feels as though the Entity access overrules the Cell Data Access Security?To be clear I have Group A and Group B, restrictions  defined below.Group A :- Full access to all Group A Entities- Additional access to Group B Entities (for specific set of accounts) Group B :- Full access to all Group B Entities- Additional access to Group A Entities (for specific set of accounts) 1. Is it possible to grant access as I have described and am I just doing something wrong?2. If the approach I am taking isn't the correct one, what is the best way to implement this kind of logic? Thanks,Mark

I have a report that has a specific formatting request. The report uses two Member Expansions in the columns. The client requests that the 1st member expansion have no formatting, but the 2nd member expansion be in bold. Is it possible to apply different formatting to each member expansion? E.g Member expansion 1 is U1#Top. Member expansion 2 is the S#Actual. Client requests U1#Top be in plain text, while S#Actual be in bold.   Thank you

I set the cubeview date to the prior year from the current month input.  I can't get the report title date to show the prior year date, it actually shows the user cubeview date June 2021.  My user input date is 2023M1, and report date is 2022M1 based on the formula T#YearPrior1(|!Param_Time_Select!|)Period(|!Param_Time_Select!|) in the Column formula.  If I put |CVTimeDesc| in the title setting I get June 2021.  How do I get the prior year to show of Jan 2022?

What is the purpose of timeMemFilter, entityMemFilter and scenarioMemFilter parameters for the below function as these will be defined in the cube view? Is there a way to extract aggregated members as a table for the Account and all the UD1 to UD8 dims. Cube views have a limitation of 4 dims on the rows. This is required for an auto feed using OS REST api calls for an external system. We can export base data, dim structures using api calls and perform the aggregations in the external system but wanted to explore the option of aggregated data exports.   BRApi.Import.Data.FdxExecuteCubeView( si, cubeViewName, entityDimName, entityMemFilter, scenarioDimName, scenarioMemFilter, timeMemFilter, nvbParams, includeCellTextCols, useStandardFactTableFields, filter, parallelQueryCount, logStatistics )  

I have 2 rows named row1 and row2.1.  Row1 has two members namely A and B.2. Row2 has three members namely C,D and E.Now, I want to add row1 and row2 so that it sum all A,B,C,D and E.Will this work or will it just take first 2 members(i.e A and C)  of each row? GetDataCell(CVR(Row1) + CVR(Row2)):Name(TotalSum)

Reaching out to the community to see if someone has created a BR to trigger cube loads in a batch or sequence for several WF. Found this snippet but unsure how to use it: Dim objLoadCubeProcessInfo As LoadCubeProcessInfo = BRApi.Import.Process.LoadCube(si, wfClusterPk)

Hi all, I am creating a Reporting UD8 node that provides an on-the-fly calculation of the consolidated data at Budget Rates.It is working (mostly), except for one aspect that relates to the pulling of the percent consolidation data for the base nodes of a higher level parent. In this case,  the percent consolidation for that node is not being picked up correctly. Here is the approach I have taken within the script and the steps to test / resolve. The scripting takes a simple approach of picking the Entity node queried and then pulling the appropriate level of base data, so cycling through all Entity base nodes of a given parent, pulling the PCON, Ex Rate and data point from Actuals in the local layer, and multiplying them together, then cycling through to the next base node.In terms of issue, the issue seems to be if i pick a parent that has one or two layers of parent / children beneath it, it fails to retrieve the correct  PCON information. What the formula does ( a li

Hi, I am looking at the Splash Berlin landing page and was looking for some guidance as to how to create the 2 lines of buttons at the top of the page as I'm trying to create a landing page at present. Thanks for any advice.   

A1=100,A2=200 -> Both are Revenue account type and doesnt have any formula.D1=A1+A2 ->Account type and Formula type -> Both are dynamicCalcD2->Account type and Formula type -> Both are dynamicCalcWill the below formula works?D2=D1+100