OneStream Platform Forums

A user must upgrade to the latest software version in order to continue using Onestream Question Credit: Nick Hymes   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

Hello Team, We have IE and Edge browser on the system. Once opened the OneStream application when we do Windows shortcut as per below screenshot it is creating the Windows short cut on the desktop. And, then when we open the OneStream application using the shortcut , it is opening on IE browser. How to create a shortcut for Edge and the application should open on Edge Browser when we use the shortcut. Thank you, Praveen

Hi all,We currently have an issue whereby when we seed our Actuals data to our Forecast scenario we have set up, the Actuals do not overwrite everything as we would expect in that particular month. So for example, some of the forecasted data we loaded via forms in previous months is not being overwritten once the Actuals are imported. So we're having to cleanse the forecasted data in the affected months which is quite time consuming.Does anyone know what might be causing this issue?Thanks,Ged

Was the OneStream product itself built using VB.Net? If so, I'm pretty impressed!! If it was built using C#, I'm wondering why customers are then forced to use VB.Net for business rules?  It seems like a double standard.  Is there a licensing reason why VB.Net is redistributed to customers while C# is not?  If it isn't about licensing then maybe onestream has internal BR tooling that is incompatible with C#, or third party tooling that is incompatible?  Any info would be appreciated.  Obviously the selection of either .net language it is a matter of choice ... but if OneStream picked C# for development of the product, then they should allow customers to pick C# as well for our business rules.      

It is important to gather reporting requirements after the initial build stage of the project. Question Credit: Becca Speese   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

Hello Experts, We are trying to do some tidying up and would like to delete cube views (and DM jobs etc) in Bulk. Is there an easier way to handle this rather than delete one by one manually? Many thanks Wei

Hello All, I'd like your input on whether it is possible, or not, to conditionally display or hide a dashboard's component ? I have a case that, depending on the scenario selected in the workflow, I want in my dashboard to display, or not, a button (that will then allow user to seed forecast, but I want them to be able to do that only when they are doing their forecast, as dashboard is shared across scenarios) I tried to use a XFBR that would return me a different value (True or False) depending on the scenario selected and add this XFBR as value of the setting "Is Visible" of the button component, but that didn't work (thrown an error "Index was outside the bounds of the array"). So I don't know if it's because it's not possible or I did an error but open to any suggestions to make this requirement work Thank you Matthieu

Hello Experts,We have requirements on having the access enabled/disabled for system dashboards/forms channelwise (UD2 members). For this multiple slice security rules were placed on the cube which has been a tedious maintenance task and is probably adding performance impact on the dashboards. We are thinking of replacing the slice security rules via a Finance rule which will set conditional input for selected Entity, Scenario, Time, UD1, UD2 members from super user dashboard, Admin can lock/unlock these intersections via a super user dashboard on a button click. Is there a better alternative for achieving this? Any leads would be appreciated. 

Hi, is there a way to create a data management export in dr cr signage for a trial balance?  We have a UD8 member set up for reporting purposes, but can't seem to get that to work on the export. thanks,Greg

I created Journal template in excel and tried loading via workflow. when I select it through  ,it goes through but nothing happens, meaning it does not get data populated to post it. It does not give any error either. attached is journal Thanks,  

We are trying to "Load Cube" data for a workflow named "WF_Historical_TBReport" and are getting an error message when the procedure finishes.  As you can see, the error message references a different workflow profile all together ("WF_R12_DataLoad").  The  "WF_Historical_TBReport" workflow profile has the "Can Load Unrelated Entities" field set to "True", so we don't believe it is a access issue.  Thanks in advance for your suggestions! 

I am trying to push some data from a sql table back to the cube. I tried to use SetDataCellsUsingUsingCsvFile and SetDataCellsUsingMemberScript. Unfortunately, both function works for the Origin Forms but not Import. Could anyone kindly provide me with a working example? Thank you   Kai

Hello OneStream Community, I am posting this to gather some knowledge on what others are doing today in regards to managing APIs for your internal customers (primarily focused on Outbound integrations).  Feel free to use the topics below for this forum (not mandatory).  All ideas are welcome. Topics: - Best Practices - Api Management Software - Environment Considerations - Security  Thank you in advance for sharing.  - Clifton

Hi,   I am working with WorkflowClusterPk objects and I know I can get the ScenarioKey, which is an integer, like this: Dim scenarioKey As Integer = si.WorkflowClusterPk.ScenarioKey   How do I get the scenario name (as a string) from the ScenarioKey? Is it possible? Alternatively, which function could I use to get the current workflow scenario name?   Thank you

Hi all, I am trying to create a journal where the UD dimension elements are selectable on rows. The default setting shows only accounts in the rows while the UD elements are in the journal POV.    How can I move some of the UDs on the rows to achieve an HFM like journal where the user can reclass from 1 UD element to another UD element? Thanks for the help Marcello  

Happy inflation and recession (aka layoffs) everyone <silly grin> How do you handle a sale of a division in your company to other corporations? For example:  We have a Division1 selling widgets. It is under a consolidation roll-up for external reporting purposes. After we sold it, we want to stop tracking its history of transactions, so we create another member in Entity dimension called Division1_sold, put it under a different 2nd roll-up in Entity dimension.  We need it to track and wrap up any costs/ revenue pertaining to Division1 that is no longer ours, and so we don't want to report nor consolidate it under the first roll-up.Is there a more elegant way to solve this problem?  I see that OneStream allows us to set up for each member (such as Division1) that has  a date when 100% consolidation begins and ends.Thank you for your advice. I'm in SLO California. If anyone lives near me, let's meet up for lunch - my treat!!

Hi All,Can we build a transformation rule with a logic that if the target of lets say UD4 is 'xxxx' and source Account number is 'yyyy' then UD3 gets mapped to a particular code?To simplify- Need to look at Target for UD4 and Source for Account to map to a specific UD3.Thanks.

Hello, I am trying to have a member rule dynamically calculate and not consolidate to parent entities, which is working.  However, it also needs the member rule to override the summation of MTD to YTD.  I need the account to recalculate always.   i have a simple api.data.GetDataCell ("A#Account1 / A#Account2) I have the settings: account type: dynamically calculate formula type: dynamically calculate Is consolidated: Conditional is there something else i need to do?  thank you

Acceptance Criteria: Definition of fixed, expected behaviour I created this enhancement request with 1Stream - do you agree with me ?  Do you have any suggestions to improve 1Stream design? Presently, we have to create workflows under OnePlace > under cubes. That does not make sense as a workflow can update different cubes and report from different cubes.Why not remove this Workflow hierarchy under Cubes?  Instead,  give us a new Workflow explorer- where we can customize our own folders to contain Workflows. For example, one folder for Planning WF, one for Budgeting.

One employee was terminated in June; however, calculations are being done all throughout the year (1-12). Should be zeroed out from July to December. (In Plan Reports) How do I ensure that calculations are made from January to June, but zeroed out after July until the end of the year?    

I need to build a button where with a single a DM Sequence with multiple steps as well as a Dashboard Extender rule runs.I earlier thought that we can have a Execute Business Rule Data Management Step as one of the steps within the sequence but I wasn't able to find Dashboard Extender Rules within that.Can any of how guide on how that can be done? Thanks.

Good afternoon, as my corporation works through developing our application, we've copied our application a few times to ensure new upgrades don't interfere with existing working solutions. When copying the application today with a SNOW ticket, I received the following message: "Application will be created as a production application. Long Term Retention policies are applied to all production applications so additional costs will be incurred." Our cloud application only has one environment: production. What kind of costs are associated with having multiple applications? is this something I should be careful about to avoid getting a bill from OneStream?

Hello, I cannot find where is the place where to set the folder directory of server files (using the data import profile type).     Thank you for your feedback.   Marcello  

Hi All,So I copied scenario using the Data Management Job and using the below Custom Calculate Rule:Api.Data.Calculate("S#ScenarioType1:O#Import:V#Periodic = S#Actual:O#Top:V#Periodic")Now whenever I am running a consolidation for ScenarioType1 at the parent level, all the values within the base is getting removed and neither is the parent populated. Can anyone help me with incorrect step am I doing?

Hi OneStreamers,   I am trying to build an XFBR which I will link to a CV Column, that will either "True" or "False" Depending on the value of a parameter.   However I am finding trouble returning the value. I came up with this but it seems tor eturn the Default Value of the parameter and not the Selected Value :  "If args.FunctionName.XFEqualsIgnoreCase("CheckScnForVisibleColumn") ThenDim ScnParamName As String = "3_cm_param_S_SelectFC"Dim ScnParamValue As String = ""ScnParamValue = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si, False, ScnParamName)brapi.ErrorLog.LogMessage(si,ScnParamValue)" Appreciate your help 🙂    Regards, Adam