OneStream Platform Forums

The Formula for Calculation Drill Down will impact consolidation CubeViews are dumb datagrids and can only be displayed in the OneStream client. Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hi, sorry I always get a bit confused on how to use parameters in data management sequences/steps.I have a dashboard with: a combo-box that let users select an Entity member; a cube-view which Pov is based on the combo-box selection; a button which runs a data management sequence.The combo-box bound parameter uses a member list.The data management sequence contains only one step, which is a custom calculate.I would like the data management step to run on the selected Entity member (the one selected in the combo-box). How do I link the Entity of the data management step to the selected Entity member?With the current Entity filter setup in the data management step:- I can run the step from Application/Data management page and I am prompted to select an Entity. No issue in this case.- I receive an error if running the data management sequence from the dashboard (Summary: Error processing Data Management Step 'Plan_Growth_Adjs'. Invalid parameter. Entity Filter, |!prm_plan_bu_entity!|.)&nb

After an application copy , We usually go to the newly copied application and disable/delete the tasks.TIP->  You can press CTRL+A or can select multiple task by pressing shift and then Delete it.It might be that you already know about this, but just sharing the tip for the wider community.

Hoping someone in the community might have a solution for this and is willing to share a snippet of code that will enable us to properly 'clear' any data (including zero) from a specific intersection so that we can delete a metadata member.The DM step "Clear Data" is simply too all-encompassing to use in this case and we need to be more surgical in our approach.Thanks in advance for any assistance.

Good afternoon,Can anyone share their experience of the potential impacts of switching the Cube Consolidation Algorithm Type from "Standard (Calc-on-the-fly share and hierarchy elimination)" to "Org-By-Period Elimination"? I am balancing the decision between making a second cube with the different algorithm type vs changing the algorithm type of our current primary cube.I'm curious if anyone has any experience with the algorithm type outside of OneStream included documentation (see below) like consolidation time performance impacts."Org-By-Period EliminationThe Org-By-Period Elimination Consolidation Algorithm Type uses the calc-on-the-fly Share – as in Standard – but has unique elimination considerations. When determining if the data cell’s IC Member is a descendant of the Entity being consolidated, this Consolidation Algorithm Type considers the position of the Entity in the hierarchy and also checks the Percent Consolidation for every relationship down the hierarchy. If Percent Cons

I have application which has 47 entities and users who have Entity wise rights to upload TB/Reclass and Cube views. So far Admin is downloading TB  manually (using view source document) by going through Entity.  Now I want to download TB and Reclass files through some business rules (if possible to be schedule to run once in Month) or some procedure for all entities using user who has administrative privilege.   Thanks all in advance for your help. Regards, Yashwant

Hello Team!I am trying to save a spreadsheet file using the native "Save As Application Dashboard File" button.    I am running OS 7.4.2 but also tried on 7.4.1.It seems that it is only possible to save in a DEFAULT workspace on both OS version. Could someone confirm that? Now, if you save in a DEFAULT workspace under a specific Dashboard, I would like to know where is this file saved. I tried to extract the dashboard where I saved the file but nothing shows in the XML. So how do we extract it and where is it saved? I can see it in the Database under DashboardFileResource, but not under this Dashboard Files. Thanks  

Hi,I need to create an account to calculate two values multiply together.I had set formulapass2 and set the formula as below:api.Data.ClearCalculatedData("A#COG762D:U1#None",True,True,True)api.data.calculate("A#COG762D:U1#None = A#COG931:U1#ALLDEPT * A#KPI142:U1#1520")It shows zeros while A#COG931:U1#ALLDEPT is 100 and A#KPI142:U1#1520 is 25.May I know why? Thank you.

Hi All, I want to seed the data from below source, please help me how to write a code for the below data copy. Target:- api.Data.Calculate("V#PERIODIC:O#Import:U3#" & UD3 & ":U8#UND_UD8:U4#" & CurrWk & "= Source:- RemoveZeros(S#Actual:U4#TOP:T#" & Priortime & " - S#Weekly_Processes:U4#Week_1:T#" & Priortime & " - S#Weekly_Processes:U4#Week_2:T#" & Priortime & " - S#Weekly_Processes:U4#Week_3:T#" & Priortime & " - S#Weekly_Processes:U4#Week_4:T#" & Priortime & ")","A#KPI_PPV_MONTHLY,A#KPI_TOT_PURCH_DPO",,,,,,,,,,,"U8#Top",,,True)

1. We have a very basic "standard entity workflow" with Import, Forms and Adjs.2. Local uses does his job and lock the workflow and the related entity assigned to that workflow. Fine..... And now we are lost.How the consolidator can post central adjs OwnerPostAdj? If we try to post the journal we receive:"Data validation error. Workflow Profile 'BlaBlaBla' is locked for 'Actual', '2023M4', 'AdjInput', and Workflow Channel 'Standard'."Is there a native configuration to enable "OwnerPostAdj" on a locked company?Or, if it is not a standard Onestream feature, are you aware of any a basic workaround to enable it ?Thanks in advanceMarcello

Hello,I was reading below thread and wanted to try that out. Unfortunately that didn't work which might be due to OneStream version:https://community.onestreamsoftware.com/t5/Office-Hours/Data-was-loaded-to-People-Planning-then-Loaded-into-the-cube/ta-p/1254What I wanna now is if there are any way to remove the loaded cube data from the workflow. The Clear button seems to only clear stage + workflow but not Cube.Above advice was quite interesting but it gives me following error:    

Hi all,I'm currently developing a dashboard for a client and I need to assign a literal value to a dashboard parameter from the BR code. I'll try to explain the issue better:I created the following parameter "test" within a dashboard group: within the BR, I entered the following: In this case, I'm trying to assign the text "SampleText" to the parameter "test".I then created a combo box, I assigned the parameter "test" as a bound parameter, and placed the combo box in the dashboard: My goal is that, once triggered the BR, I will be able to see "SampleText" in the dashboard. Once the BR is triggered, though, no value is assigned to the parameter, and the combo box remains empty. What am I doing wrong? 

Guys, there is a requirement where we have to use a single template for all the 5 forms in  a workflow and depending on which form the user selects the rows and columns should generate dynamically . Is there any way we can get the Selected Form name in a BR. Or Is there any other solution for this Problem?  Thanks a Lot.

I am trying to get the Text1 field value using a Business Rule and put this value in a cube view that is being used as Form. Does anyone have done this before? Is it possible to get the Text1 value from the Workflow Profile using BRApi? Thanks for the help.  

Hello,I am building a Quick View with the columns Account, Flow and UD5 - for UD5 I want "TG304" for all rows other than when the flow is "MVTCALC".  Is it possible to have this level of variance in the QV?Thank you!

Hi all, Is it possible to format the top row of an expansion different from the expansion details in a cube view if they are the same line on the CV set up? For example, I would like the formatting to have the Total Product line bold with the details under it not bold and with only one expansion at Total Product. It seems the only way I can do that is to have one row in the CV set up for Total Product formatted one way and a separate line below for the details formatted another way (result in screenshot above). The problem is then my expansion isn't really where it should be and the first detail line (Branded Pharm) will always show.I can't figure out a way to do this but if it's possible, please let me know!  

Hi - Is there an BRAPI to get the current form name from WF Profile ? I was able to get the list of Forms using the below code but I looking for when a user select the form it should return. Let me know if there any BRAPI functions  Thanks  Dim objBRApiForms As XFFormsForWorkflow = BRApi.Forms.Metadata.GetForms(si,si.WorkflowClusterPk) 'Get the List of Required Forms Dim listfrm As List (Of XFFormSummaryInfo) = objBRApiForms.OptionalForms 

Has anyone gained experience with the 'org-by-period' consolidation in a multi-cube application?We are currently addressing changes in organizational structure. Specifically, we need to consolidate one of the entities within a single cube up to month 10 and in a different cube thereafter. We have a primary cube and several segment cubes that roll up into it, utilizing the extended Entity dimension.The initial challenge I'm encountering is related to adding the entity to a different cube hierarchy. Does anyone have insight into how to resolve this?Once the entity is added to the second hierarchy, I plan to update the Consolidation Algorithm to 'Org-By-Period Elimination,' set 'Percent consolidation' in both hierarchies, and change the consolidation view to 'Periodic.' I would greatly appreciate any insights on how to resolve the existing error and what to expect or pay attention to in the next steps.

Hello,Is there a way to give access to a user to modify a specific member on the metadata (specific scenario) without assigning them to the group of manage metadata ?thanks,

All of a sudden today all our users are not able to select scenario (Main Scenario) in the Quick View report and it shows only Target Scenario which is not relevant, need help here please.

How are parameters organized within a DMU? I refuse to believe they're placed in a random order once created. They're not sorted in alphabetical order or by Parameter Type—then how?

Hello,I want to create a QuickView which shows all BS accounts which have a FlowConstraint which isn't "MVT_GEN" but can't figure out how to set it up. I have used the following:A#BS.Base:Name(XFMemberProperty(DimType=Account, Member=|MFAccount|, Property=FlowConstraint)And this returns the whole BS but with the flow constraint instead of the name, but this is not what I'm after!Thanks a lot

Hello Team,I am trying to extract Dashboard specific items using the ExtractDashboardsXml.I can only make it work when I use the Options ExtractAllItems = True.I am running OS 7.4.2I can not find any information on this formula. I would like to have an example on how we should the extractItems. Can you please provide an example? Especially on what is expected in the extractItems. ExtractDashboardsXml(_ ByVal si As SessionInfo, _ ByVal isSystemLevel As Boolean, _ ByVal options As XmlExtractOptions, _ ByVal extractItems As Dictionary(Of XmlExtractItemPk, Boolean) _ )   Thanks!

In the application I'm building, I have a need to make several insert/update/deletes for different custom tables, but the database call for those changes should happen within a transaction. Are there any OneStream API functions that will include the ability to run the database call as a transaction? I could just use the .NET Framework approach (SqlCommand), but then I'm a bit off the track.Cheers, Frank

Is there a setting on the component or even a business rule that allows you to uncheck/unselect/reset a combo box to its original state? I would like it to reset and check the top member or a default member. I don't want all parameters on my dashboard reset just a specific combo box with the click of a button.