OneStream Platform Forums

Kinda of a silly question  I was building a cubeview and was trying to adjust the expansion on the layout.  It was set to default view, which got me to wondering where are these default selections set.  I first looked through the documentation, then remembered this is OneStream and this wouldn't be in any documentation.    I know we can set all this up in templates but are these defaults stored someplace else that we can set them?   Oh and I am not talking about the ones in the Application Properties.

Hi there, I am new to OneStream and would like to know is there any functionality to achieve below report output. I have two sections in my reports, the first section would be a header displaying what is the account used, and the second section would be the account breakdown by cost centres (e.g., Cost Centre A, B, C).  I would like to have report layout in column B as shown in below mock-up. I tried using the :Name(|MFUD1Desc|), but it does not work as expected. Any assistance would be appreciated. Thank you. Jacky

Hi all, I am currently working on the transformation rules for my client. Because of our client needs, I would need to duplicate the data from one source account into two OS target accounts (same functionality as Logic Groups in FDM).  Is there a similar functionality in OS? Thank you 

Hi Experts, We are working on create a button in Excel for end users to trigger DM job or Consolidation. Idea here is to have more than one consolidation with different POVs and don't want to rely on the users to get the POVs/data units selected. We would like to do this with a DM job with a passing parameter or through a direct call defining the POV. Per OneStream Support Team, this is a custom solution and can be done using REST API. We are currently on version 7.4.2 and recommendation is to upgrade to V8. Wanted to check in the forum if anyone has implemented this solution and share your thoughts. Thank you in advance and appreciate your assistance on this. P.S. We don't want to use the built-in consolidation feature that comes with Excel Add-in.

I would truly appreciate any help you can provide in eliminating the blank rows in this pdf version below. These blank rows appear after my header, after all the current asset accounts, and again after total assets. Thank you. 

Hi all, I am building a dashboard that will be used by the Statutory Reporting team with 4 high level Group Balance Sheet checks (including BS = $0.00, IC = $0.00 etc etc). The users want to see a snapshot of the checks on the main dashboard . I have created these (Screenshot 1 with placeholders in there) using Cards in BI viewer and leveraging off the Cube View MD data adapter. They also want to be able to drill into the card to bring up the cube view to further review any balances. I was hoping the Card could be used as a button to open the cube view, but I can't seem to find a way to do that. Is it possible? If not, what are the best options to show checks like below with one specific number so that it shows as button?My second query, is in relation to showing the filtering the data in the BI viewer. The cards above link to a cube view which has rows as E#TotGroup.base and columns as C#Local,AUD,EUR,USD,NZD. The card itself only needs to show E#TotGroup and C#Local. How ca

Dear CommunityI have requirement to pull all the prior months including the current month for my report. Currently I am using this(T#POV.AllPriorInYear)  function which gives me the only prior to the current month but not current month, and I need both the prior months along with current months to display in report. Any solution to this will be very helpful and appreciated. 

Why doesn’t the report list the by month activity for entities 44, 87, & 55 from Feb to Sep? It does so for #77. YTD ties because Sept is the catchup month.Parent Entity 56 (Children Entities: 44, 55, 77, & 87) Child Entity #77 Only Child Entity #44

Hello there,As the title implicates, I am trying to cancel the current running workflow task through a Business Rule (Transformation EventHandler). My workflow is the ETL process (Import, Validate, Load), I wrote an event handler to catch all rejects from 'Transformation' and 'Validation' steps then updates the Transformation Rules to ByPass these rejects.My problem is the following: - After positioning myself on the event: BREventOperationType.Transformation.ValIntersect.FinalizeValidateIntersect, I execute a code that catches the validation rejects & updates the transformation rules accordingly. However, when I 'Revalidate/ReTransform' I get an error saying [ Workflow Unit already has a running task [ValidateTransformation - WP#TestWF.Import:S#Actual:T#2022M10], cannot start task [ValidateIntersections - WP#TestWF.Import:S#Actual:T#2022M10] until current task completes.]Is it possible to modify a task's status to 'Completed' so I can relaunch the validation a secon

Hi, We are using an application called Certent Disclosure Management (CDM) as part of our consolidation and close process for external reporting. For this we have built links between CDM and cube views to extract data. My question is, is it also possible to link to a spreadsheet held somewhere in the application? We have EUC's that have to be sent to CDM which contain data not available in OneStream. For this we use a SFTP 'pipe'. I was wondering whether if we held the files in OneStream would it be possible to transfer that data to CDM in much the same way as we do with data in Cube Views? The answer is probably 'no', but I just wanted to ask the question. Thanks

How can I Certify even though one of the Import steps are not started? It's an Import, Validate and Load process.   

Hi Is there a function or table that I can look into to get the info about when and who Confirmed and Certified Workflows?Thank youPM

Hi All,  We have 100's of Cube Views that have been created, and we're looking for a way to efficiently delete many of them. Is there a method to delete multiple cube views simultaneously through BR or any other simple approach? Thank you and appreciate your help.  Regards Sri

Hi Team.We have a dashboard filled with cube views and also labels inside it where we are retrieving some values fromthe SQL table. Is there any option to get a printout in pdf format of the dashboard using extender rules ?   

Due to the complexity of the company structure, we have defined a calendar to release the multiple metadata changes requested by the business which span 1 week or more, during this time multiple changes occurs even in the same member so once we finish, the Metadata XML is extracted from the system. We observed that the changes applied on the same member are not applied in the same order that was executed ending with an incorrect result over the member affected, example:# User action (manual)April 1st : Adding Member AApril 2nd: Deleting Member AApril 3rd : Adding Member A Result Expected from XML: Add ADelete AAdd A Final Result Expected: ‘A’ stays----What XML really generates:Add AAdd ADelete A Result : ‘A’ will get added and then deletedSo our requirement is that XML extracted from the Metadata follows the real sequence executed by the user.

Would anyone be able to share their change management process for OneStream administrative changes and how it's documented (i.e. are you using a MarketPlace solution or tool outside the system)? We just went live in OneStream a few months ago and I'm looking for a more formalized way to document change requests, change implementation, and post implementation review to show the approval process. This would be for any administrative changes in OneStream, Metadata, Cube view, Business Rule, etc. Application Control Manager seems like more than what we need and Help Desk doesn't have a reporting flow built in which has me considering a tool outside the system. Just looking to understand what others are doing for this. Thanks!

Hi there,I'm seeking assistance with a specific requirement. I need a business rule to operate as follows: upon initial execution, it should function normally. However, if a user attempts to run it again, there should be a designated wait time before the next execution.For instance, if I initiate the business rule at 16:00, it should not be possible to trigger it again until 19:00, ensuring a 3-hour interval.To implement this, I intend to leverage the Task Activity Log Start Time. I'm using OS 6.3Any guidance on achieving this would be greatly appreciated.

Hi All,  For a client i've created a SQL script that generates a datatable that i want to save to a .csv file. This works as expected via        BRApi.Utilities.SaveFileBytesToUserTempFolder(si, si.UserName, sFileName, fileBytes)       From this location i can present the file to the user from the dashboard button that is generating the export. However, this file is big and the user settings (of some users) change the number formatting of the export. Therefore i want to export the file directly to the shared folder (which is easy for the user to access from the front end:   I've tried all options within brapi.FileSystem but cannot find the proper syntax to save this file directly. The 'issue' is currently solved by storing this file in the user temp folder, then copying it over to the shared folder (via another article on this forum) but that touches the file twice so preferably i want to save the file directly from the fileBytes (that is a

I've created a cubeview that is no longer working.  My co-worker is able to run the cubeview without and error.  I get the below error when I run the cubeview. How to I fix this.  Thanks Candice

Hi Team,I'm wondering if it's possible to create a dashboard with a list of all entities to select specific entities to certify.I would need there a tick marks ("Allow Multiselect" from Grid View settings might work) and make 2 nice buttons for "Certify" and "Revert Certification", would you think this might work?Thanks!  

I have a cube view that I have a spacer columns in. I would like to keep these columns but need their width narrowed when I export it the CV to a report.Here is what it currently looks like when I run the cube view:The spacers here are perfect.But here is what it looks like when I export to a report:The spacers revert back to full width. Is there a way to get them not to do this? Additionally, is there a way to get rid of the dashes in the title rows? It is set to an intersection that will never have data so I could have a clean title row in the CV, but shows the dashes like this when I export it as a report. Really looking for how best I can control/adjust the formatting of any CV I generate into a report. TIA!

I am copying a scenario to scenario to rename it as the latest one, we are trying to delete the copied numbers to do the copy over again, but the copied numbers are not deleting and the numbers resides only at parent level, ran consolidation as well but numbers not deleting and it seems like some ghost data, need help on this on how to delete those numbers.The copy over was done using Data Management job.OSAdmin - Attached some screenshots for reference.

I'm making updates to some BRs that predate any of the current employees and when validating the rules I get warnings that I'd like to resolve. Specifically, these: 'Public Shared Overloads Function CreateSubstVarSourceInfo(dbConnFW As DbConnInfo, dbConnAppOrFW As DbConnInfo) As SubstVarSourceInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. 'Public Overloads Function GetBusinessRules(si As SessionInfo, brType As BusinessRuleType) As List(Of BusinessRuleSummaryInfo)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. Public Overloads Sub DeleteBusinessRule(si As SessionInfo, brType As BusinessRuleType, brName As String)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibil

Hi all, I need to call this parameter to get the results in a member List of a BR:In this case, I would need to get a list with the values 6620 and 7610 in a Business rule of type spreadsheetPlease, could you help me with any function to call this parameter and get this values?Thank you so much in advance! 

Hello All,I have a reporting requirement, where I need to introduce an empty row between two Sub-Business units. These business hierarchies are displayed using .Tree expansion. In between the Tree hierarchies is it possible to introduce “Blank Rows”. Please let me know. Thank you.