OneStream Platform Forums

My requirement is to load 50 users in Onestream application, instead of manual updating , is it possible to load users in Onestream application ? and please let us know the steps. thank you

Dear community, We are now helping a client to set up a data management sequence to copy six months (T#YearM1-M6) of Actual data to Forecast. And user can start entering figures for Forecast M7-12.In Actual, data is loaded in YTD.The copy data step works, and we can see the correct consolidated data until M6.While in M7, we see data that should not be the case. When we checked the data on all the Base level entities, it showed derived data. All the other dimensions are also at the base level. And the view is Periodic.However, when we look at the Parent level entity, all the other dimensions remain on the base level and view in Periodic. The cell status shows it is "Real Data."  Below is the setting for the Forecast scenario. Can someone provide an explanation for such behavior in OneStream?Please note that we did not consolidate M7 after the data copy, and the Forecast scenario had no data.  Any suggestion is much appreciated!Thanks in advance! &

Originally posted by Donald Thibodeaux I'm attempting to update the Actual scenarios to work with RCM and 'm receiving this message: Error updating cube. Cannot change Workflow Profile suffix from '' to 'SystemLoaded' because workflow has been started for Scenario Type 'Actual' in Workflow Profile Any ideas for changing the "Suffix for varying Workflow by Scenario Type?   Thanks  

hi , i am trying to add the users in OneStream planning application, how to add the bulk users in OneStream, tried with extract xml file and copied that in Excel but formatting is not supporting.  Note: External authentication Provided is AzureSSO Thanks in Advance

Smart Integration Connector was launched as a feature of 7.3 and we have a new self-paced eLearning course available for you on Navigator to support this:OneStream Architecture: Smart Integration Connector (SIC) - Welcome to the OneStream Smart Integration Connector | Employee (thoughtindustries.com)Free to everyone who can access Navigator.

When mapping an item from the "Validate" step in the workflow, it is possible to save the mapping to an "(unassigned)" item.Is it possible to restrict the storage of the mapping so that it cannot be mapped to "unassigned"? Thank you

We created Extensibility BRs that leverage WIN SCP commands to send data from OneStream to an internal directory using an SFTP connection setup with OneStream.  The data files are being received with a .filepart extension.  We were able to get the .filepart feature disabled in our OneStream environment; however, the csv files are continuing to be received with the additional .filepart extension.  Any suggestions on how to eliminate .filepart extension when files are sent / received?

We are wanting to know how other government agencies are doing for their prior year financial statements. What is your solution on how to handle retroactive system changes within OneStream? 

With SQL Connector as Data Source, can we automate to Import, Validate and Load multi period and multiyear data (Ex: Jan 2023 till Jan 2026) in such a way the Import, Validate and Load occurs one period after the other sequentially?Query execution times are much lesser when pulling one period at a time Vs pulling ALL 36 periods together, so I want to explore this option.   

How are you managing prepaid expenses and amortizations in OneStream (OS)?  Prior to OS, we were using Blackline, this tool had prepaid amortization templates that let us easily establish a monthly schedule of expenses. It contained an auto roll-forward schedule, and the system automatically amortizes over future periods.  This same feature doesn't exist in OS, and I'd love to hear how your company is processing these transactions.  Thank you!

TeamWhile importing data from local drive to Onestream through Import step (Load and Transform), i get an error "Global scenario member is not initialized". Can you please help:-1. Why do i need to select the data source manually everytime from local file even after uploading the file in Data Source2. How can i troubleshoot the issue "Global scenario member is not initialized" RegardsSKVK

We have subledger system change that I created new workflow substeps for, and I wanted to leave the old workflow substep out there for viewing historical loads, but not have someone have to deal with it every month from a workflow completion standpoint going forward.  If I inactivate the step, it completely goes away in all years.  What is a best practice for making a substep inactive, but keep it visible for history?

Can you please guide me the definition for the below points - 1) What is number of NODATA,Zero,Real,Derived cells ? And why are they all under NODATA Status ? 

Hello,I have a consolidated /parent workflow where we make top-sided entries via forms and journals on rare occasion. When I book an entry through a form it causes a variance on my OOB report, I assume in the children workflows because the entries are one sided (hitting different entities in different workflows). These two lines in the form net to zero, but how can I get my OOB check to ignore or recognize this is an "unbalanced" entry from a workflow perspective?

I am trying uploading a .csv file but i am getting transformation errors. In the source file the 3 rows are blank. How should I set the criteria value text anywhere within a line that triggers the lines to be bypass  

Dear Community, For one of my project I need to get the values of a given cube view as a data table within my business rule. I can fairly use the FdxExecuteCubeView which will give me this kind of output :   Cube Entity Local Scenario Time YTD Account None Top None None None None None None None None None 22.86874 21.68644 1.182297 5.451777   while my cube view is only showing accounts in rows and time in columns. One of the problem here is that I don't get the columns headers for the values ... So my question is : is there a way to get an data extract in a form of a data table directly from a cube view with the same rows & columns headers only ?   Many thanks and happy holidays !

Been searching for a while on the forums and knowledge base and documentation - maybe I'm not searching with the right text because I'm sure we can't be the only ones to deal with this. In a multi-tabbed dashboard, we have a button on each tab to 'Refresh CubeView' which is supposed to refresh the current cube view. The button is connected to a "Selection Changed User Interface Action" and the action selected is "Refresh" with a number of dashboards listed to be refreshed. Our problem is that when the Refresh Button is clicked on, after refreshing, the focus takes the user away from their current tab and re-selects the first tab in the dashboard. Does anyone know if there's a way to control this so that the focus remains on the current tab?

We have a lot of Cube Views and most of them have multiple validations some of which are quite complex.We also want to use Confirmation Rules to check that these Cube View validations have been cleared. The prospect of duplicating the Cube View validations in Confirmation Rules is not pleasant so we are looking for alternatives. We were thinking of adding a summary validation to every Cube View in the same place and then (somehow) saving that single value to an account with a split on UD6 for the Cube View. That would mean the Confirmation Rules are very simple to write. The question is can you save a value calculated on a Cube View to the Cube? The FormsEventHandler only references data that has been input (happy to be corrected on that). Suggestions on how to do this or a completely different approach are very welcome. Thanks

Hello, Has anyone used the DataManagementEventHandler business rule before and identified the CalculationType of the DM (i.e. Force Calculate, Consolidate...)? And also the Data Unit and the POV of the DM? Colud anyone share an example? Thanks in advance,

I have a dashboard that has 2 components,. 1. A Combo Box that is populated with a sql query in a Bound List Parameter. 2. A Spreadsheet that is populated with a Table View.   The table view is generated using a Spreadsheet Business Rule. How do I pass the selection from the combo box to the table view?   Thank you for any suggestions.

I am having an issue with cash flow report taking last month's (ie Dec 2022) value to aggregating it to the year to date (ie 2022), ignoring other months (... Oct, Nov, ). Does the account type get affected by the view dimension, whether periodic or YTD?  Or this might be affected by other settings in the dimension. The scenario settings for the Forecast for Input View for Adjustment are periodic, similar to No Data Zero View for Adjustments and Nonadjustments. 

FX Rate Types can be locked by Time. Question Credit: Eric Osmanski Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I am storing a csv file in everyone path in filestore> Data Managemanet>Export> User folder. I want an BR that reads the file and compress (Create new .zip/ Override the .csv to .zip) and store in the same path. I am facing issues in same.

Hi all, We are running "force calculate" step to perform force calculation of 80% base entities  . It runs for 4-6 hours. How to improve performance , any way run this in multi thread/parallel by entity (servers are hosted by OneStream) ? Thanks!

Could you please provide a sample script with example  to Generate the base mambers of UD2 dimension into a Variable. I'm trying to follow the below syntax, but it's not working for UD Dimensions Dim baseMembers As List(Of Member) = api.Members.GetBaseMembers(entityDimPk, entityId, Nothing) Appreciate your assistance.