OneStream Platform Forums

We have a consolidation button in the excel add-in that does not work. However, it works fine in Spreadsheet. This is in version 8.5. I've seen others have had this error but no commentary on a solution. Is this resolved in later versions or is there something to change in the excel add-in

Please share your Workflow leading practices to input data to Parent Entities. Thank you.In addition, please help us with three initial questions below: 0. Workflow: Parent Input – Forms/O#AdjInput- Is this Workflow the leading option to input data to Parent Entities? -- We prefer not to use Forms/O#Forms by creating alternative Base E#/A# Members as they are massive.0. If Forms/O#AdjInput is the leading option:1. Account Dim: Member Properties | Vary By Scenario Type And Time | Adjustment Type -- How to massively set A#'s 'Adjustment Type' to 'Data Entry' from the default 'Journals'? -- Can we still use Workflow 'Journals' as they are tied to O#AdjInput as the default?Loading Form Data2. Form Input Template: Format – CSV v Excel -- CSV v Excel: which template format is better and why? -- CSV Template: please share a copy here per OS Support.  -- I couldn't find a Form CSV template in Community, Solution Exchange or Design Guide.Thank you, S

I have a requirement to setup auditor (view only) access within the Task Manager solution.  Unlike Account Reconciliations, there isn't a dedicated Role within the Global Options settings of the solution.  My initial thought was to assign an Auditor role to the "Viewer Group", however this would require every single task to have the role assigned.  Does anyone know of a better solution, or do we actually have to assign the viewer group on all 2,000+ tasks? E.g., regarding assigning the auditor role to the viewer group.  

Hi, wondering if there's any way to group all the coordinates pin point on a map. Similar to this: I'm running a Dashboard Dataset Rule and using a Map Component within workspaces. The issue is that the location text gets jumbled when zoomed out:            This is the excerpt of the code, but mainly lets it pinpoint the location on the map  Dim pin As New XFMapPinPoint(LCLat, LCLong, MemberInfo.Member.Description, XFIMageFileSourceType.ClientImage, "StatusBlueBall", 0, 0, MemberInfo.Member.Name, XFImageFileSourceType.ClientImage, "StatusGreenCheckMark")                            'MemberInfo.Member.Name    'MemberInfo.Member.Description collection.AddPinPoint(pin)                         End If                     Next           &nb

We're planning to load data from Oracle EBS into OneStream thru REST API. However, during our tests, we are unable to reach Oracle EBS using both postman (error: getaddrinfo ENOTFOUND) and business rule (error: remote server cannot be resolved).Infra team from the Oracle side asked us for the Static IP that OneStream uses but I am not familiar on how to get this, any thoughts? They'll use this so that they can configure and allow requests from this IP. Appreciate your help.

I’m working on a loop over Entity.children and trying to implement a condition where, if a particular entity x is selected, then entities y and z should be excluded from the loop. I attempted to write an if statement to handle this, but it doesn’t seem to be working as expected. Here's the logic I tried to implement:    

Hi everyone, I have a book having a simple CV with an Excel output. When the book is "processed and open", normally it opens an excel file in the local machine. Is there a way so that the output file is saved as an excel on a shared OS folder? Thank you.Best regards,Carlos 

Hello, We are creating a user activity dashboard to monitor system activity by user.  In the TaskActivity table, there is a column for Task Type (TaskActivity.TaskActivityType), but it stores a numerical value. Does anyone know where the corresponding text description is stored to pull into a SQL dashboard data adapter? Thank you, Eric

Hi Team, Please help us if any possible way for below requirement. I have multiple rows and columns. here, If Variance column (column D) has the data then Actual column (B) should be populated for that Entity1 . If Variance(column H) has the No data then all column (F,G,H) should be suppressed for that Entity2, I have tried CV suppression setting but it is suppressing the columns when the entire columns have zero or No data and also tried with "use to Determine Row Suppression" property, but no change on the suppression. Kindly let me know if any other setting needs to apply.  

Hi Community, I have the following calculations in my workflow profile, but the processes Process_plp and Copy_plp_to_pln run at the same time and not in order. What do I need to do to make them run sequentially? My OneStream version is 8.5.1.  

Hi everyone, I need to delete all records from the error log, it became very slow and heavy to use. I tried the buttons abovebut they do not clear everything from it. I found some discussions partially covering the topic, they suggest to manipulate the table 'ErrorLog' via query, but it seems like that table does not exist.Is there an easy way to do it? Thank you

Hello Community! I am trying to write a BRApi SetDataCells code but cant get the syntax right. Can someone please share an example? I am not sure how to get the "dataCellExs" in the below code:BRApi.Finance.Data.SetDataCells(si, dataCellExs)Thanks in advance. 

I’m working on a custom clear process that clears cube data using GetDataBufferUsingFormula()  The goal is to dynamically clear data for all base members under the current POV (Entity, UD1-UD4) by expanding any parent members with the .Base suffix. In other words, I want to make sure every dimension in the POV (Entity and UDs alike) is ultimately resolved down to base members before the clear runs. Here’s a simplified idea of what I’m doing: Dim filterString As String = String.Join(":", intersectionParts)Dim fullFilter As String = $"FilterMembers({filterString})"Dim sourceBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula(fullFilter, DataApiScriptMethodType.Calculate, False, destinationInfo) The process builds a FilterMembers() expression dynamically, retrieves the buffer, and sets all cell amounts to zero to perform a clear. However, I’m facing two issues: Some child members aren’t being cleared, even when I use .Base on their parent. I’m not fully sure about the correct

Hotfix  8.4.3 addresses, among other things, security vulnerabilities found in the third-party Roslyn Compiler DLL.  How do you know if you are using the Roslyn compiler in your implementation of custom code and, therefore, at risk if you are?Is the Roslyn Compiler only used by the WinSCP libraries (and therefore its removal is WinSCP-related)?  Or are there instances where Smart Integration Functions would be using the Roslyn compiler outside of the use of WinSCP?  

Hi all, We have an interest in being able to provide the Map Changes Audit Report (out of the standard Application Reports dashboard) to a group of users via the Parcel Service function. I've been able to narrow down the application report itself to an "RPT" component but not sure where to go from there. Has anyone out there managed to set this up and if so, would you mind providing a high level view of the steps involved? Thanks very much in advance, Kim

Hi OneStream, Please let me know when shall Core Platform Architect certification exam become GA? In the exam portal i still see OCP - LA certification exam. Thank you,

Hello everyone, We have set up a monthly forecast that is compared to the budget or actual figures in different cube views.  We currently use a parameter to select the forecast month in each cube view, but I would like to remove it and have the latest forecast for the year or year N-1 displayed automatically. I have created an XFBR that retrieves the holding company's turnover for each of the 11 forecasts (January, February, etc., November) and displays the forecast closest to December with a turnover.  The problem is that not all users have access to this company, so the BR does not work for them. I could change the BR to add companies to it so that it works for all users, but I find that cumbersome. Is it possible to save a value (X or 1) in a variable when initializing the forecast so that the BR can query this variable based on the Time scenario and thus know which forecast has been initialized? How do you do this in your OS?

Hi all, is there a way to open the "Workflow Multi-Period Processing" page from a dashboard button?we were able to open the pages for specific time (YYYYMM) and the different steps Import, forms, Adj. But what about the Multi-Period processing which is exeucted at the year level (e.g. 2025)? Which is the Workflow name to use in the Change POV and Workflow button POV Action?here is how we set the button  Can anyone help?Thanks and regardsMassimo

Hi !When working on Data Adapter method types, there is alsways a mention about a filter, like here for the WorkflowProfile method : Example: {AllProfiles}{Empty String or Filter Expression}.However, what are the different filter expression available ? So far I was able to use "=" or "<>"... is it possible to use contains, do not contains, like ? Many thanks !Regards,

I am trying to calculate Average Percent Period Movement (AVPPM) — i.e.:AVPPM=Actuals(Current)−Actuals(Prior Period) / ∣Actuals(Prior Period)∣×100 = and store the result in S#AVPPM for the current POV.I tried using the below script in Business rule or Scenario member formula for S#AVPPM but not getting the correct result. api.Data.Calculate("S#AVPPM = (S#Actuals - (S#Actuals:T#POVPrior1)) / (ABS(S#Actuals:T#POVPrior1))*100", True)Appreciate any help!

Hi Team,My validation step failed because the source mapping is missing for blank records. I attempted to add a mapping with (blank) for the source value and None for the target value, but it didn’t work. How should blank source values be handled in the mapping? Can you please help me with this if anyone face similar issue ? Thank you  

Hi,We are transitioning over to OneStream version 9.0.1. As part of the transition, we are running validations on the data we have copied over from our previous environments. We are running reports like quickviews & XFGETCELLs to retrieve data. However, after clicking on Refresh Sheet/Workbook, we are prompted with the error message: Microsoft excel is waiting for another application to complete an OLE action Does anyone have a solution to this resolve this issue? This is holding us back with our validations, ultimately affecting our go-live date if this issue persists. We would not feel confident going live if this Microsoft Excel error continues to impact our user base from running their reports.  For additional context: Microsoft Excel is 64-bit version Excel Add-in version 9.0.1 is installed.  Tested on multiple reports along with recreating reports Tested with multiple users/devices

Hi All, In our multi year planning process, most entities need to upload four sets of fixed costs (all loaded by the same team, but sent to that entity's finance team by different functional teams), in addition to all the driver-based costs we're calculating (mostly based on form inputs).  For the four sets of fixed costs, we have four import profiles under the same parent workflow.  The entities import their files and then run a DM sequence from a dashboard to run the validate/load for a range of years they can select.  When they run this sequence, all import profiles (under the same parent) that have been imported are validated and loaded.We had not set up workflow channels on the different loads, and everything was working as expected.  The different import profiles will use some of the same accounts, but different sets of cost centers.  We did not see any collision of data when the same accounts were loaded, and if a balance that had previously been lo

I've created a form template and assigned it to a workflow profile. However, each time I access that workflow profile, I have to manually click on the form to open it. Is there a way to set a default form template so that it opens automatically when a user navigates to that specific workflow profile?

Hi All, I created a Business Rule to export all the GROUPS that i have in OS applciation. i try to export the data in a file. i tried below option , it did not work created BR and executed there as File output Created a Data Management Sequence and added 2 steps. 2 for BR and other for File Export. But my File export fails as NAME Empty Below is the error Error processing Data Management Step 'ExportGroups'. Name is empty. Below is the BR i used. Imports SystemImports System.Collections.GenericImports System.DataImports System.Data.CommonImports System.GlobalizationImports System.IOImports System.LinqImports Microsoft.VisualBasicImports OneStream.Finance.DatabaseImports OneStream.Finance.EngineImports OneStream.Shared.CommonImports OneStream.Shared.DatabaseImports OneStream.Shared.EngineImports OneStream.Shared.WcfImports OneStream.Stage.DatabaseImports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Extender.BRGetAllGroups_1    Public Class MainClass  &nb