OneStream Platform Forums

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,Anyone on Version 8 who's actually tried to use this 'enhancement' feature in Cube Views?  We requested this on Ideastream a long time ago with a lot of support. I can see this command is now available in the header format dialog; however, it would appear that the only thing it does is change the header from left justified to center view.  There does not seem to be a way to actually 'merge' column headers, despite the fact that it's called "MergeAndCenter". Even the system documentation appears to confirm this behavior. Someone please tell me I'm missing something here and it actually is possible to merge column headers, because we really really wanted this feature. Thanks

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 :)

Hi I have made a new instance regarding a new welcome menu to the users. Therefore I have two instances: The original when installing Genesis Welcome menu (named Welcome9) Du to practicality I need to embed number 2 into an existing dashboard. When entering the dashboard name ( container_bag_(App)_(Main)) in the embedded it takes number 1. Is there a possibility to enter Welcome9/Pnav_(App)_(Main)/container_bag_(App)_(Main) or how do I refer to the correct container_bag_(App)_(Main)? Or is it the wrong dashboard I am referring to? Regards Ole Strøm         

In People Planning, is there a way to sum all the values in either the PLP register or calc plan for all employees to get a total to calculate an allocation. My client would like to allocate a Pension Pool by the Employee’s Wage / Total Employee Wages. I am trying to find a way to calculate the Total Wages for all Employees using Allocation Methods as they run by RegisterID/CalcPer. Any ideas. 

Hi all,I'm experiencing an issue with the connector in one of the cubes. Although everything is set to "replace," the stage is not being cleared, and old data is being loaded together with the new data. As a result, I have to manually clear the stage to resolve it.The log, is says replace Data keys are 2025M10,2025M11,2025M12,2026M1, but if i check th estage after the import i have periods outiside this rangeThe log indicates 9,261 lines, exacly the same amount of rows that the query produces. But the import shows 248 pages. With 50 rows per page, that would be around 12,400 rows loaded, which is quite different from what the log reports. I'm not sure if I'm missing something here, but I haven’t noticed this happening in other data loads. I still need to replicate the issue in a different app. Has anyone seen this before? Thanks in advance!  

Hi,I have a tree view component with this bound parameter:When an item in the Tree is selected, I want the parameter "userSelection" to update accordingly, for this reason I've set it to refresh once an item is selected. The problem is that all the parent items the user opened to get to the selected item get closed once the dashboard gets refreshed, but I can't find a way to update "userSelection" without refreshing.The only workaround I found is to save the parameter value into a variable, but it can be only accessed by components since I'm in a component service (I'm using assemblies).So, do you know any way to save the value into "userSelection" parameter without refreshing? (I've already tried using SelectionChangedTaskInfo but it doesn't work)Thank you.

I'm creating a cubeview with comments page and trying to have comments tied to each individual group but comments are only saving with our top level group and not moving with the parameter. I've entered comments on our other groups and get the same result.  Below is what I have entered in commentary configuration.  Any ideas?

I'm making my first attempt at using the DataBuffer to perform a data copy from a source scenario to a destination scenario. This is being done through a Data Management (DM) step and a Custom Calculate business rule. To keep things simple for this initial version, the input values are hard-coded. Dim dbSource As DataBuffer = api.Data.GetDataBufferUsingFormula("S#Budget:T#2026M7:A#CF101:O#AdjInput:E#ES", DataApiScriptMethodType.Calculate, False) Dim destinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("S#Forecast_Q2:T#2026M7:A#CF101:E#ES:O#AdjInput") api.Data.SetDataBuffer(dbSource, destinationInfo,,,,,,,,,,,,,False)  Appreciate any inputs to fix this. Thanks 

Hi All,Apologies if this question has been answered before. I tried search community but couldn't find.I noticed that data can be loaded via Forms into BeforeAdj member.Two questions:(1) Wouldn't it mean that if data is subsequently loaded into both Forms and Import, the previously loaded data into BeforeAdj  member would get replaced?  Isn't BeforeAdju supposed to be an Aggregated member?(2) Why would anyone want to load data into BeforeAdj member in the first place? What is the benefit of loading data into BeforeAdj member directly and not using Forms member if data is input via Forms?Thanks in advance for any insights.

Hello the Community,Currently working on the formatting in a cube view, we noticed that the Transparent color in excel isn't working, most probably because Transparent isn't a police color recognized in Excel. Do you confirm you have the same on your side and do you have any other workaround than setting the text with the same color as it's background?Thanks in advance,Florence  

Hi the Community!I need to show, in a cube view, the subtotals of my rows, showing the dimension members presented in the Row1 header (I have 2 rows in this case). To achieve this, I built an UD8 dynamic calculated member and that works pretty well - when on the Row2 base members, then it shows the description of the members, if i am on the Total member, then it shows the member descriptions of the dimension which is set on the row 1). However, sounds quite basic, but I need to set another format on those subtotals, so I used the Conditional format based on the Row Member names (If RowE1MemberName ...), what is working perfectly fine, until I hide those row headers - in this case, then the conditional format doesn't work anymore !How do you achieve this kind of basic requirement in this case? Any idea would be very helpful :)Thanks is advance,Regards,Florence  

Hi everyone, I currently have a dashboard that shows the following table:the format of each field has been set in the SQL Table Editor settings, to allow the users to understand what fields can be updated.Nevertheless, I would need to make sure that the format of certain columns changes depending on how the users populate the table. For example, if the user inputs "MANUAL" under the col TAG, I would like the field "New Target Account" to become yellow automatically upon saving. So far, I only managed to make the content of the other cells dynamic using this construct in the Dashboard Extender BR linked to the SQL Table Editor:xfrow.ModifiedDataRow.Item("T_ACCOUNT_NEW")= "-----------------"Is there something similar that allows to also change the formatting of the cells?Thank you!

Hello guys!i have created aa cube view Cell type - combo Box, but there is an option that says No Data. Is there a way to hide or assign security to it, i don't want it to be available for my users.Thanks in advance. 

hi all, good day; we are using plug accounts and IC matching accounts property, we see the IC matching report but I would like to know if it's possible to get the partner currency in a cube view or though a fx formula in Excel? I konw that this is a derivated data, but would like to know if its available on any dimension or fx formula Thanks in advance and kind Regards. Mario Guerrero