OneStream Platform Forums

Constraints in OneStream are filters applied to metadata dimensions such as Flow, Accounts, UD1, or specific cash flow lines to narrow the scope of calculations, data retrieval, or Cube View rendering. They’re powerful tools, but when applied too broadly or dynamically, can they degrade performance?Larger evaluation footprintA Flow or Account constraint forces OneStream to check every intersection in that dimension. In dense cubes, this can mean millions of evaluations.1. Dynamic filters are expensive.Static lists (e.g., A#1000, A#2000, Flow#Operating) resolve quickly. Dynamic logic FilterDim, Boolean conditions, or formula driven sets require runtime computation. Why?2. Stacked or nested constraints multiply the cost.Does layering constraints across Flows, Accounts, and UDs in OneStream force the system to resolve each filter before executing calculations?3. Reduced parallelism.When constraints slice across cash flow lines or UD dimensions, the engine can’t fully parallelize task

Hello everyone, We currently have a business rule that allows us to display a certain number of accounts for our cash flow cube view. The problem is that when returning account.Member.NameAndDescription, it does not take into account the user's culture. resultString.Append("A#" & account.Member.Name & ":Name(" & space & account.Member.NameAndDescription & "):F#None,") So I think I need to retrieve the culture of the user displaying the cube view in my BR in order to return the correct name and description. However, I don't know how to retrieve the user's culture, nor what parameter to return instead of account.Member.NameAndDescription to get the one in US English, as the default is in French. Do you have any ideas?

Hi Onestream experts,We need to install client software 9.1.0  for accessing Environment 1, which is running on version 9.1We could not use the client software 9.1.0 for accessing Environment 2, which is running on version 8.4Why is the client not backward compatible? This is a very normal situation for any customer, to have different environment in different version.How to solve this? ThanksSuresh

I have managed to build a Gantt View and the associated DataSet qute successfully.However, since I am looking at data that spans a few years, I'd really like to zoom the Gantt View in so that I can see the related tasks (spanning that time) without having to scroll a metre to the right.....There are no obvious Formatting options on the component itself, and the related objects only have the "ParameterValue" property which look vaguely useful, but I think that is only to pass info back with the DataSet once constructed, and not to pass any scaling/formatiing info to the Gantt View component.ChatGPT (don't judge me....) tells me that the underlying control (ComponentOne GanttView) has options aailable to set the zoom levels (e.g. TimeScaleUnit = "Year"), but these are not exposed to the object model or on the component, since I cannot create a GanttView object in the BR (as it's done by the component).I have looked in the Task Manager code and there is nothing that does any zooming - may

This is the note in the release note version 8.4. 'Use of Cube View Member Filter Where Clause with HasChildren=True is only supportedon dimensions assigned to the Default Scenario Type. (PF-21833)' Can someone point to where I can look to see if the dimension assigned to the Default Scenario Type? Trung    

We just upgraded from 8.4 to 9.0, and almost certain before we could email a spreadsheet with XF functions and immediately refresh the spreadsheet with button in the ribbon when already logged in.  Now the Refresh Sheet button is grayed out, and now you have to "save as" the spreadsheet then refresh because the spreadsheet is in "read only" mode.  I'm trying to decide if it changed with the upgrade, or if one of the Preferences settings affect this, or if we are just not remembering correctly.  Any ideas or are we just wrong?

Hi All, in my dashboard, I have a row which I need to use value for a GetDataCell function in a different row. I made that row background and text all "Transparent" in report and Excel format. It is not showing in the dashboard, but it still got exported to Excel. What should I do so it won't be exported to Excel file? Please help. Thank you.

Hello, I have an extract I am looking to automate with the task scheduler. However, I am looking to also automate a run once a consolidation completes and also have the ability to cancel a scheduled export with a button if it is set at a time when a consolidation is taking place. Is it possible to accomplish this?

Hi Everyone, I have received a request from the business regarding a cube view report where they wish all the rows to be populated with the dimension member. For example in the screenshot below, they would wish to see "Entity 1" populated for all the lines in the second column of Largest Clients.     I am not sure if that is feasible unless someone has found a way. Thank you in advacne for your response. Regards  

Hi All,Has anyone used the OneStream Power BI Connector to pull millions of records and found the fastest way to do it?I’ve been asked to use the .TreeDescendantsInclusive member expansion in the Get Cube Data function for a few dimension members, but this is making my query run very slowly. I was previously just using the .Base member expansion and could pull about 5 million rows in 20 minutes. To avoid the 2 million row limit, I created an M Query that loops through specific dimensions and splits the calls into smaller queries. This included several historical periods, and doing an incremental refresh for 1–2 periods didn’t take long.Here’s a screenshot of part of my new query using .TreeDescendantsInclusive.My issues now are:The queries eventually fail because one of them hits the 2 million row limit, because I cannot easily loop through some of the new expanded dimensionsIt takes an extremely long time to query and load data into their Power BI data model as I am now pulling an est

Hello fellow admins, I'm wondering if anyone out there has found a way to successfully include one of the Application Reports dashboards (the one I'm trying to grab is the "grp_PR_TransRuleChangeAudit_RPTA" dashboard). It's recognized but I'm getting a couple of strange parameters (like... height of report parameter).  No matter what I input in the parameters, it's not grabbing an actual report dashboard and just leaves a blank space.  I would really like to use the map audit dashboard in my guided reporting if I can. Would love to hear from anyone who has found a way to use these standard reports dashboards in this way. Thanks

Hi all, we have a process to format data in the csv before it's imported into OneStream.  This seems like extra work and I want to create a complex expression in the Data Source to remove this step. My excel formula is =VALUE(SUBSTITUTE(SUBSTITUTE(H9,"¥",""),",","")).... all the way down for column H or the Amt field import. I've tried putting this in the complex expression but I do not have the dimensions defined properly.... does anyone have an example or suggestions they can point me towards?  thank you!!!

Hello Everyone,Does anyone know if it’s possible to use Wrap Text in comments within OneStream? This feature is available in Excel under cell formatting, but I can’t seem to find it in a OneStream Cube View. The member filter used for comments is V#Annotation.If anyone has a solution or workaround, please advise.Thank you!

Hi all, Every forecast cycle we get the same performance complaints from the same region group of users.  They are always uploading massive amounts of data and refreshing massive amounts of data in the same workbooks using the XF functionality in Excel. To be clear, we have tried multiple times to convince them that they should be importing that data via CSV and advising that they will not get the same performance using the XF functions.   We have also tried having OneStream re-index the databases before these cycles and we have regular daily app pool recycles. The OneStream data logs really don't show any significant refresh issues (less than 5 minutes usually) but the one user doing all this work is insisting that it's taking hours and hours to finish refreshing and they often have to close and reopen Excel and re-launch OneStream. We have raised multiple tickets and OneStream does not see any back end issues. We have looked at their Excel preferences and tried differe

Hello,Would it be possible to extract information from Task Manager to create a separate dashboard? Currently, I have tasks grouped in the following example: Task GroupTaskCategory 1Category 2Accounts ReceivableClose AR Module - KoreaKoreaAPACAccounts ReceivableClose AR Module - JapanJapanAPACAccounts ReceivableClose AR Module - ItalyItalyEMEAAccounts ReceivableClose AR Module - SpainSpainEMEAAccounts PayableClose AP Module - KoreaJapanAPACAccounts PayableClose AP Module - JapanKoreaAPAC Currently, the OOB dashboard in Task Manager only allows view of single filter. This will take time for users to update the filter for each of the region/country. We are looking to have a dashboard which show the progress at Global level but also has the flexibility to further drill down to region and country level progress % by the task group. The dashboard should be able to show the progress of multiple countries/regions in a single view for quick reference, instead of manually updating category filt

Dynamic calc formula for an accountDim RATE As DataCell = api.Data.GetDataCell("A#RATE:F#99:U7#Top")Dim CALC As DataCell = api.Data.GetDataCell("A#CALC:F#F99:U7#Top") If api.Pov.Entity.Name <> "None" And api.Entity.HasChildren() ThenIf RATE.CellAmount < 0.15api.Data.Calculate("RATE = 0.15 * RemoveZeros(CALC)")Return RATEElseReturn 0End IfEnd If i'm calling A#RATE from the cube view.i have error unable to execute the formula for member RATE, error in processing script.when i compile the formula no issue

Sceanrio and Time parameter are missing in report in v9 where as i can see them in v7.4 for same dashboard. does anyone had this issue in v9? 

Hi all, Not sure if I'm in the right spot to post this question but here goes. I recently downloaded a word document off the OneStream site (I think from Knowledge Base) called "Optimizing Excel for Quick Views and XFGETCELL()". In that document there was a recommendation to change the default value from 2 to 4 in the Environment / Configuration Tab/ MultithreadingSettings property / "NumThreadsForGetDataCells" and "NumThreadsForSetDataCells".Has anyone else tried this yet and did you realize any performance improvement in large Excel XFGETCELL() workbooks?On a related note, does anyone have any other recommendations for optimization of Excel beyond the usual that has been presented here (i.e. Manual Calculation = on, Various preference settings, Refreshing in the Spreadsheet tool instead of in Excel, etc. etc.). I feel like we've tried everything suggested at this point, except for the NumThreadsForGetDataCells configuration. Thanks in advance for any advice.

Hello there,We are having an issue when using the Drill Down option from a Cubeview, and it's that after getting to a base data cell within the Drill Down window, and then trying to navigate to stage using the "Load Results for Imported Cell", the results window is displayed empty:     The workflow that is being used it's a simple Import, Validate and Load, that retrieves the imported data from a Connector and there is no further data processing once it's in the Cube.From the Workflow Page we can use Drill Down and Drill Back just fine.Any ideas of why is this happening?Thank you.Oriol

Hi All, I have the following use case whereby in my parameter, I have a member list of C#Local,C#USD,C#JPY,C#|WFText2| whereby WFText2 will be currencies/consolidation members eg. CNY,EUR,SGD,USD,JPYIs there a way to filter the member list to remove duplicates such that if WFText2 is USD, the memberlist will return C#Local,C#USD,C#JPY instead of C#Local,C#USD,C#JPY,C#USDAny help is appreciated, thanks! 

Hello,We're trying to change the storage type of an existing cell. Does anyone have an example? Thank you.Best regards,Carlos  

Hi Community! Are there any solid performance issues / consideration of having ALL currencies from OneStream listed as Currency Filter of the Application Property, instead of selecting only the ones we need ? Regards,

Has anyone ever come accross and issue where you've built out a quick view in excel to either faciliate reporting or to input values into a planning scenario and you open the workbook to refresh the quick views and they are all #refresh with the links broken?  The quickview POV is greyed out as if its no longer there. I've tried refreshing the page, workbook/closed excel and restarted... Any solutions or troubleshooting would be appreciated!!!!

Good morning/afternoon/evening to you, I currently have a Report Component that is setup into 3 columns.The right column has 7 text boxes, with the gap being equal. The properties doesn't have any padding on it:         However, when I run the report preview, there is a gap                  

Hello, Is it possible to dynamically update the Point of View after making changes to the Workflow Profile? I'd like my scenario and year to be in sync between the two areas if possible.   I am aware this can probably be achieved asking a user to manually press a dashboard component such as a button or a combobox, but if possible I'd like this to happen automatically when a user opens a new workflow profile or an associated dashboard is loaded. This should help our users avoid potential conflicts understanding what data she is looking at when working with associated cube views. Don't think I was able to find a business rule or a data management step to help with this task. Many thanks,