OneStream Platform Forums

​I have a requirement to implement data integrity guardrails on several budgeting forms (Dashboards containing Cube Views/SQL Table Editor). I am looking for guidance on whether the following two features are technically feasible within OneStream: ​1. Real-Time "Unsaved Changes" Indicator The goal is to display a status label at the top of the Dashboard that updates to "Data Hasn't Been Saved" the moment a user modifies a cell value (Cubeview/SQL Table Editor), before they actually click the Save button. ​Question: Is there a way to detect a "dirty" cell state or user input in real-time to update a dashboard component immediately, or are we limited to updating status only after a Save action is triggered? ​2. Navigation Warning (Popup on Exit) The goal is to trigger a popup warning if a user attempts to navigate away from the current Workflow Unit or close the Dashboard tab without having Saved or Run Calculations. ​Question: Is there an event handler available that allows us to int

Hi,  Does anyone have a solution to see calculations (sum, avg, count) when cube view cells are selected? This is similar to Excel where the calculations on the selections on rendered on the page on the bottom right.

I have some accounts that are set up as non financial account type. Is there an easy way to see average data on QTD/YTD? They are behaving as balance accounts now.

Hi, Currently we are not using translation (currency conversion) and I was wondering if we can skip translation process while consolidating or can consolidate only specific accounts (if it allows) to make the process faster? We have a reporting application with huge set of data and need to refresh the data hourly followed by consolidation which is time consuming process. I am using data management out of the box step for consolidation with C#Aggregated. Can I use any other approach to make it faster?  

Hello OS Community, We are building Power BI dashboards using the new Power BI connector for OneStream. We can successfully retrieve OneStream data through the connector in Power BI Desktop. However, after publishing the .pbix file to the Power BI Service, we are unable to refresh or schedule a refresh from the service. We reached out to Microsoft, and they indicated that this is a third-party connector (Power Query OneStream connector - Power Query | Microsoft Learn) and redirected us back to OneStream. We also contacted OneStream support but have not been able to resolve the issue. I’m curious if anyone has had a similar experience and found a resolution. Below is the error we received: "Unable to update connection credentials. Failed to login with OAuth token, please update the credential manually and retry.Details: [DataSource.Error] Unable to connect to the remote server Please have this information handy if you choose to create a support ticket. Session Id: 0bd10fb7-cdd7-451

Hello, We have a custom business rule that does some account reversing we run centrally at the end our month end process. using a dashboard We're putting in a new lease process within OneStream and was wondering, is there a way instead of giving the front end user more steps within their workflow, that I can attach the business rule to the import step and once they run the "Load and Process" portion of the import step, the business rule will run? Thanks, Will

I have a need to move a scenario from under a parent to under Root.  Take the example below.  I want to move "Forecast" under Root before "ForecastArchive".  To do that, my plan was to add a relationship for "Forecast" under Root, and then removing the relationship of "Forecast" under "BudgetScenarios".  I am assuming there is not a more direct way to move a member in one step, but would love to be wrong. I am having issues with the first step trying to add "Forecast" before "ForecastArchive" under Root.  Below is my code.  Does anyone know what I may be doing wrong?  Bonus points if you also know how to remove the "Forecast" relationship with the parent "BudgetScenarios" to complete the move.  I am sure it's something simple but can't figure it out.  When I run this as an extensibility rule, it completes without error but nothing changes in the sceanrio dimension.  Dim ForecastArchive_Mem As Member = BRApi.Finance.Members.Get

Hi everyone,I was wondering if anyone knows a way to open a table as a spreadsheet in a dashboard, allowing the user to create, remove, and edit the rows as a traditional spreadsheet.I already use the SQL table editor for updating tables, but it's not very user friendly, especially when the user has to add many rows.Any help is appreaciated!

 

Hello ONECommunity, We use NetSuite as our ERP system, and we have different FX rates by subsidiaries that apply to the transactions that occur within those subsidiaries. This means that for AverageRate we can have two EUR->USD FX rates within NetSuite. One FX rate for each of the two subsidiaries. When we pull those transactions for our income statement accounts into OneStream to load our YTD Actual scenario, we are seeing some FX variances because OneStream can only apply one EUR->USD FX rate that is stored within the cube's applied FX rate type. How have others solved this issue? Is there a way to apply multiple EUR->USD FX rates within OneStream we are not seeing or is this whole process uncommon and we need some changes to our ERP? Thanks!    

Hello, I'm building Dashboard Data Set business rule to retrieve data from cubes. Besides the member filters in FdxExecuteDataUnit parameters, I'd like to add some additional filters, like account dimension filters, UD1,/UD2/UD4 dimension filters. And filters could include plenty of values. How can I make it work? I try to defined it in below manner, but the result is not filtered as expected.   Dim additionalFilter As String = "Account = 'EBIT' OR ACCOUNT = 'CAPEX'" 'Execute FDX query dt = BRApi.Import.Data.FdxExecuteDataUnit( si, "Total_Magna", ' Cube name "E#Parent1,E#Parent2", "C#USD", ScenarioTypeId.Actual, "S#Actual", "T#2025M1", "V#Periodic", True, additionalFilter, 100000, False )    

Does it make sense to get OneStream Metadata (eg Entity, Cost Center etc) be updated automatically from upstream source system such as SAP?I would have thought it would be far too risky but just want to check if anyone out there had ever come across such requirement and what approach you deploy so that metadata between source ERP and OneStream are in sync?Thanks in advance for sharing your experience.

Dear community,When opening a cube view in PDF, the row height isn't automatically equal to the row header height. As a result, the color in background within the cells isn't extended properly:    A workaround is to set a row height, but the problem becomes when we have an header description that would be bigger. How do you handle this at your customers please?Thanks,Florence

Hi Community, I’m working on a data load in OneStream and need to enforce two validations on the Entity dimension during the upload process: Entity name must end with _PX. Entity’s metadata Text field (e.g., Text1/Text2) must contain PSC^. (Basically  Prevent data from being loaded to anything but a PSC entity) Currently, I see the Logical Expression and Override Settings on the Data Source column, but it seems limited to simple operators like Ends With or Like.My question is: Can this be achieved using a complex expression directly in the Data Source column settings? Or do I need to implement this as a Transformation Validate rule or a Data Source Business Rule? If a Business Rule is the right approach, could someone share a best-practice snippet for checking both conditions (including metadata lookup)? Should I create a conditional rule and add to the logical expression above?  

I am creating a cube view.  Currently, it is showing monthly view and annual total for Workflow year, but future years (2027 and 2028) are not showing annual total only. What should change to show both monthly breakdown and annual total for outer years (2027 and 2028)? T#|WFYear|.Months, T#|WFYear|, XFBR(Year_ParmSelect, SelectYearsRPT, YearsReport = |!ProcessYears!|, CurrScenario = |WFScenario|, wfYear= |WFYear|)  

Hello, we are about to start our work on next year budget and we already know that, following a recent restructuration, there will be a lot of pot swaps between departments (e.g. Licence costs used to sit in the department using the software but will now all sit under IT). Some of the them will be just moving a cost center and its history from one department to the next so that will be easy.  Our issue is when we do a "pot swap" that moves part of a cost center. In this case we will have a disconnect when we compare actual and forecast unless we restate actual (i.e. also move the cost in actual). My question is on how best to tag/flag the "pot swap" in the actual data so that in reporting we can do like of like comparison (i.e. with past data restated) but also keep the original data. I have 2 potentials solutions: Flag the restatement using an UD: do the restatement of past periods under a specific UD so that we have the ability to see past periods with or without pot swap adjus

Hi, as the title suggests, I'm looking for a way to pull a list of all app names that reside within our Development environment. I know the Snapshot report provides this (but BR are encrypted), but I was wondering if there's a BR way to achieve it.Here is a snippet of what I was attempting to. Please feel free to critique or provide suggestion. Thank you!    Dim brapi As BRApi = CType(api, BRApi) Dim dbConnFramework As DbConnInfo = brapi.Database.CreateFrameworkDbConnInfo(si)   Using dbConnFramework   Dim connectionlink As String = si.WebServerUrlUsedByClient 'Here I was trying to access the environment DB which I believe holds the records     Dim sql As String = "SELECT AppName FROM dbo.App ORDER BY AppName"       Dim sb As New StringBuilder()     sb.AppendLine("----------- OneStream Applications in Dev ---------")     sb.AppendLine("")       Dim rowCount As Integer = 0       Using dt As Da

In V7 I had a cubeview and V#Annotation was open for capture but in V9 it is not but V#Auditcomment is open for capture.  Any idea why ?

Hi All - I have a question on the SetDataCell Does the below work? I am trying to write 1 to an account.api.Data.SetDataCell("S#UltOwnShipConsolTracker:V#YTD:A#DirectOwnership:F#None:O#AdjInput:I#None:U1#None:U2#None:U3#None:U4#None:U5#None:U6#None:U7#None:U8#None", 1, False)My Origin is AdjInput & Consol is OwnerPreAdjThanksKrishna  

Hi,We are having a grid view to display data through data adapter.How to display totals for a column at the bottom of the grid view?is there property to display total? like belowIsFilterable = False, IsSortable = False,     

The Excel form template has the range XFF defined. It worked for some users, but does not work for others.  The error they got is:"File does not contain valid range tokens, token XFC"How do we make the range XFF work for everyone? Do they have a different setting on their application or laptop?   

Hi Everyone, I'm trying to build Data source and transformation rule for multi period manual data load through single file. The import step didn't succussed. Can anyone suggest time settings in data source & transformation rule. I selected data type as "Stored Data key text" in Data source .My source file format is  Col1 has GL accounts, Col2-13 Jan to Dec data.  

I have a matrix data load question.  I get the concept of how the matrix data load works. I haven't done too many of them, so I want to make sure I'm not missing the basics.  The file I have has the year on one of the first lines in column 9.  The next row contains the headers with periods in 12 separate columns.     Is there an easy way to get the year from the first line (without a lot of code)?  Or should I get year based on the POV?  Then I am guessing a complex expression in the time columns to build the OS time key?  I know I can do all of this in code, but I don't want to skip over any out of the box functionality or best practices. Any good guides on some of the best approaches with the Matrix load? Thanks, Scott

Hi I am trying to make a welcome homepage using Genesis. I would like that the user always arrives at the news block (Green with blue underline) when logging into the system. But if the last time the user was in Reporting  then the dashboard starts up in reporting. See red box.  How do I force the system to start up in the green box?     Regards Ole 

Hi,I have a Tree View in my dashboard that contains some items, I want that each time the user selects an item in the tree, this bound parameter in the Tree View updates:So I've set that each time an item is selected in the tree, the dashboard containing the Tree View gets refreshed to update the parameter.The Tree Type is set as "Search" and the problem is that when the dashboard gets refreshed the text box of the search bar gets cleaned and all the items the user might have opened to get to a specific one also get closed.A workaround that I have found is to call a component service function to store the bound parameter into a variable in order to get the value without refreshing (I'm using assemblies). I've already tried using XFSelectionChangedTaskResult, but it doesn't help.I was wondering if there was any other way to do this that I'm missing.Thanks :)