OneStream Platform Forums

Hi,Can we someone disable/hide these button from the dashboards?There are few dashboards which are accessed by multiple users to input data. Accidentally , if any user clicks complete form after updating the numbers then it locks the dashboard and restrict users to input again.Its a hustle to explain the same thing again to the users to avoid clicking "Complete Form" button after every inputs.Is there any way where we can hide it so that they cannot mark the form completed? 

This feels like it should be easy, but I'm struggling to get it working correctly... We're trying to build-out a variance scenario where folks can enter data to bridge their forecast to actual. Our set-up is similar to the variance set-up in GolfStream where we've created a variance scenario, a few dedicated variance accounts (Sales, EBITDA, etc.) and then flows to house the different drivers of the variance (e.g., volume, mix, etc.).Where we're struggling is with the View set-up. We would like to have users enter variances for MTD activity only, but we want the MTD data entered to total up to a YTD number (i.e., enter discrete values for January, February, and March, but then be able to use V#YTD in a report to get the total of the Jan/Feb/Mar variances entered for a given account/flow combination). I've tried setting the scenario up for MTD, and the form works fine for the first month we tested. However, when we open the form that's we've created for a subsequent month we get the val

Hello everyone,  we are building an excel based report to get the account hireachy , entity hirerachy. any one having any examples please provide me. =XFGetRelationshipProperty() =XFGetHierarchyProperty()

I am trying to connect to a OneStream Cloud environment for which the REST API has been enabled and tested by OneStream Support.I am working in PostMan and following the REST API guide at System Guides > REST API Implementation > REST API Overview > Authentication, but i am hitting an error "One or more required parameters are missing."I can retrieve the AzureAD token fine, but when I then try and use it to authenticate with OneStream (expecting the SI to use later on), I get the above error message returned (along with a HTTP/400 Bad Request).As far as I can see I am not missing any Parameters as per that section of the REST API Guide.The POST request is to:https://xxxx.onestreamcloud.com/onestreamapi/api/authentication/logon?api-version=7.2.0Params: api-version=7.20Authorization: Bearer Token returned from Azure AD (via a PostMan variable)Content-Type: application/jsonBody: BaseWebServerURL: https://xxxx.onestreamcloud.com/onestre

Hi,We are using the following when we send out the automated email, and it works just fine. However is there a way to include the application name in the email? Reason being we would like the users (some who have access to Dev etc to be able to decipher from production application. BRApi.Utilities.SendMail(si, "OneStreamEmail", toEmail, "SAP Load Automation Errors in: " & gTime, "Please see the attachment for error details.", attachments)Thanks!

Hello,I have a REST API which has been tested in POSTMAN. The problem is data is being pushed into OneStream. So how would this work in the BR. Any help would be appreciated. Thank You,Indu

How to migrate Report-Books from one Env to another in One Stream? Book is not available in the list of objects to export. Is it a different process as it comes to File Explorer?

We have recently upgraded to version 6.5 from 5.1. Our Power BI consultants want to try the REST API to pull data out from OneStream repositories. Anyone has done this before and knows what setup/configuration need to perform before using REST API? Thanks

Wondering if anyone can help with this one.  This happens like 1 out of every 3 times logging into OS where when I click external service provider it just pulls this blank screen and won’t let me log in upon repeated attempts unless I fully shut down and restart excel.

Hello - I have a cube view that I created a connection to in Excel. The cube view has an O#Forms POV with a column configured to enter comments - can modify data is set to True, it has a V#VarianceCommentary member, etc. During testing I am able to submit comments through this Excel sheet, since I also see the comments within the application as well (I have a dashboard that calls a similar one set for commentary). However the users I built the CVs for are only able to submit comments through the application - when they attempt to add them through Excel, either they simply can't add text or when they click Submit Sheet at the top the comment disappears. I made sure the settings, cell formats, etc. for commentary are the same for both the application and Excel connection cube views. Are there any Excel specific settings that I need to check for these users?

Hi Everyone!.I have the problem that a button is applying processes to a closed Forecast, for example, the open forecast is for June, but a user could select March or April and reapply those processes to those months that are supposed to be locked. In my case, it applies those processes even when the selected Forecast is closed, so it would help me if you could show me a way to validate it in the BR so that that process does not run (By process, I also refer to Data Management or a Business Rule).

In the case of a parallel hierarchy the status of the entity changes if the data is modified on the scope of another hierarchy,Example: Entity A is 100% owned by parent A, and 90% owned by parent B; we enter the scope with Parent A on the 1st of the month, we launch the consolidation with scope A and the entity has an ok status; on the 20th of the month we load the scope with parent B; the status of the entity is changed under parent A as the scope data is entered in local and the parent becomes a partner.How can we ensure that the status of A does not change under parent A after changing scope B? THANKS

 I have this button that is replacing the value of the WFProfile with one from a parameter (which are all WFProfiles), and what I want it to do is that when I select a value, it updates in the workflow, and that in a label, the newly selected value is displayed. What is happening now is that when I open my dashboard, the menu to select the value is displayed, but when I select it, it doesn't change. I have to press the button again to refresh the workflow, and the label also updates to the new value.      

Hi community,I am trying to pass a custom name function in the manner below:XFBR(XFBR_CubeViews, CustomTimeExpansion, timeExp=T#2020.Base, desc = :Name(|MFTimeShortDesc|))Somehow the XFBR is not able to append custom name function to the periods that are output in custom sort order. Its not reading the custom name function that i am passing to desc variable. Please help.

Hi all,I am designing a dashboard home page whereby users can navigate directly to the different Workflows for Statutory reporting and Management Reporting, via a button.I am utilising the Change Workflow action in the button settings to set the scenario, however I have an issue as it is not picking up the correct Cube Root Workflow Profile.As you can see in the screenshot below, Act_Stat and Act_Mgmt both sit under MGMT_ACT Cube Root WF Profile (and they both sit under STAT_ACT as well). So when my workflow is set to MGMT_ACT, and I run the button, it doesn’t open the scenario in the correct CRWP. I had a go at adding CubeRoot to the button POV Action, but it didn’t do anything.Does anyone have any idea how I can change the Cube Root Workflow Profile by using this button below, if at all possible?The less pop-up menus and clicks the better for the accountants!ThanksAndrew  

Hi,While exporting the Cube View to PDF and Excel we are getting the below error,Unable to process Cube View because of the Nested Member Expansions resulting in 167,125,564 rows and the maximum allowed is 1,000,000 rows. We have tried by enabling the Sparse Row Suppression still we are getting the same error. Is there any way to resolve this error?Thank you.

I'm having trouble setting up local OneStream Server in my system.  

When end users utilize the excel add in functionality, they are only able to calculate 1 year at a time using the calculate button.  Is there a solution to allow users to calculate all (multiple) years shown on the cube view with a click of 1 button in the excel add in?

Hi all,We are successfully uploading budget information in an excel template. This is a matrix load containing 12 periods of data. For each line the user can upload a textvalue. This is also working. However, the comment is uploaded to each month. However, if there is no data for a particular month (which can happen) the comments are aggregated. For example: I have data in 2024M4 and 2024M12 for the budget. It is a periodic budget. Now I have the comment 4 times in 2024M4 and 8 times in 2024M12. Is there a way in a matrix excel upload to upload the textvalue only for the last period?What else could I do to overcome this issue?With kind regards,Tim

Hi,I've created a tree view component using a business rule which works as expected. The part I'm struggling with is to make it so that it automatically scrolls to the selected tree view item when the dashboard opens like it does when selecting a new workflow view. Does anybody know how to do this?

We have deleted certain transformation rule under 1:1 and while deleting, my other colleague was also updating the same transformation rule group.All those rule are showing up in the validate step as an error even though they are deleted.Error - > "Unmapped items" and then ask me to assign even though they don't exist. How can i get rid of them ?  ( have tried extracting trx , in the extract file, it doesn't show up)

Copy pasting multiple rows / columns seems to auto transpose the values (turns rows into columns, and columns into rows). This is frustrating for end users who are trying to use the cube views to input their values.  Is there a fix for this?

When using cube views to input values, it seems that we are unable to copy paste % values. We must convert it to numerical values and only then does OS allow paste into the % input cells.  Is there a fix for this?

Hi all, I've col A and col B.I want to show a dynamically calculated col C which should be based on below logic: If col A has no data then display col B Else display col A Please suggest the best options to achieve this. Can it be handled in cube views or requires dynamic calc member formula. Thanks in advance

I'm currently cleaning up the CubeViews available in the system that has been created over the years and not maintained.I noticed that templates do not "run" when a CubeView report is generated, so this might confuse a user to believe that the CubeView used as a template is not actively being used. However, when deleting a CubeView assigned as a template, I will get notified that I can't delete it as it is being used by another CubeView.I would like to know if there are any other dependencies I should consider when deleting a CubeView. Eg: is it used elsewhere in the system like a rule, workflow, etc, so that I can avoid breaking any existing processes.