OneStream Platform Forums

Hi Everyone,We recently received a request from the client to set up a default value in the combo box for the cube view. The cells are set with type Annotations and has a dropdown of options to be selected. The client wants to default the dropdown as PctBudget until and unless it is changed.Is there a configurable setting that can be used to achieve that? I used the default value/members under parameters but it didn't help the cause.Thanks in advance!PragyanshuJackLacavaHenning 

Hi, I wanted to check if there are any ways where we can set the members for each dimensions in the quick view by default as per our need so that the user doesnot have to update eachmember everytime while creating new quick view. Currently it is pointing to None for UDs, can we set any specific member to default?

Hi all,  I'm currently facing a challenge and do not seem to be able to get this to work. I have a CV displaying (amongst other things) a Dynamic Calc-Account (in Column) across Entities (in Rows), where entities have various currency. I want to be able to display the currency in the cell (with setting on CV cell format (ShowCurrency = True) I tried in essence the following in the business rule that calculates the value: Dim currencyID As Integer = api.Pov.Cons.MemberId Dim value As Decimal = 120.10 Dim result As DataCell = New DataCell(New DataCellPk(), value, New DataCellStatus(DataCellExistenceType.IsDerivedData, DataCellStorageType.Calculation)) Dim resultEx As New DataCellEx(result, "", currencyID, AccountTypeId.Asset) Return resultEx But that is not working unfortunately. Does anyone have an idea on how to get this working? Thanks Markus

Hi Team, The user is unable to download the OneStream Application in Edge and getting the below error.   The issue is coming from after Windows 11 upgrade, and it was working fine in Windows 10. We have tried with the solutions which all are the options available in below KB articles. KB0012987 : OneStream Troubleshooting Click Once KB0011265 : Error Starting Click Once Windows Application "Application cannot be started" Regards, Praveen

Hi,I want to build an input form for project planning where the projects are defined in UD1 dimension, but for the rest of the columns (Start date, End Date, and Contact type) there is no dimension defined. How can i build a input form via cube view if there is no dimension defined in Onestream. But Clinet wants to input the columns data (Start date, End Date and Contact type), in the system via form. 

I’m trying to create a text box component that can be added to a BI Viewer and easily updated by end users directly in OnePlace. The goal is for the users to be able to edit the text without having to modify anything in the underlying application or configuration. Here’s what I’ve attempted so far: Created a string parameter intended to store the text. Tried adding a dashboard parameter control (such as a text box) linked to that parameter. Embedded it into the BI Viewer view. However, this approach didn’t yield the desired result. The text either doesn’t update as expected, or isn’t visible to the user in the way I intended. Has anyone successfully implemented a user-editable text box that can be directly manipulated by end users in OnePlace and reflected in a BI Viewer component? Any guidance, best practices, or examples would be greatly appreciated! Thanks in advance for your help.

I am looking to create a transformation rule for Accounts to map to a destination if the Department on the record is a child of a specific parent in the OS department dimension.ACCT600 DEPT101  --> ACT_EXP600_100ACTT600 DEPT321  --> ACT_EXP600_100Where departments 101 and 321 are descendants of Dept_TotRD

Hi. Is there a way to automatically hide the Navigation Pane when the OS application is opened? I am using  Administrators Solutions Tools to set a homepage and I would like that homepage to open full screen (no Navigation Pane).  Thanks! Samuel

Hi Everyone. What I want to achieve is to obtain the amount of three times in a single getdatacell. What I have is the following: Dim first As Decimal = api.Data.GetDataCell("S#[" & strScenario & "]:" & timesTest(0) & ":E#30801_30800:A#FINVOLUME:F#None:O#BeforeAdj:U1#D0000:U2#P0100:U3#LOCAL_DATA:U4#PJ00000").CellAmount The issue is that I need to use three different times, but I don’t want to create three variables to sum those values, and I also don’t want to do something like the following: 'Example Dim tot as Decimal = api.Data.GetDataCell("#Time1" + "#Time2" + "#Time3") So, I wanted to see if there is a way to put all the times together in one so that the sum is done internally, or if it can only be done as shown above. I hope you can explain the best method to achieve this.

Hi Team, I would like to fetch and update the Entity Relationship Properties for the Entity Dimension members via Business Rules.The below peace of code works fine for only when I pass the Actual and Budget but when i pass the other scenario Type like Scenariotype 1 to 8   I get the error Object is not set to an instance of an object.Dim Scenario As String = args.CustSubstVarsAlreadyResolved("Param_SecnarioType_EO_24")'The above value i get it from the combo box as delimited list Dim Scenarioid As Integer = BRApi.Finance.Members.GetMemberId(si,dimtype.Scenario.Id,Scenario)Dim MyScenarioTypeid As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si,Scenarioid)Dim Timefilter As String = args.CustSubstVarsAlreadyResolved("Param_Time_24")Dim Timeid As Integer = BRApi.Finance.Members.GetMemberId(si,dimtype.Time.Id,Timefilter)Can you please help me with the correct way to get the scenario Type.

Is it possible to create a Roadmap inside of OneStream? If so, I am looking for some guidance on how that can be accomplished and how difficult it would be to maintain and update the roadmap when needed. 

Hello,Has anyone seen this before where the task scheduler looks as if it will skip a date? Under the grid view, the autoloads highlighted are skipping 10/1/24 even though they are all set to run the first and the second day of every month. Weirdly enough, under the calendar view, they are listed correctly under 10/1 date column and after a few switches back and forth it reset itself back to 10/1 without any other action. Any idea would be appreciated. 

Need assistance building this logic in for two conditional statements to return a value. The logic reads if one row is greater than 0.20 and another row is greater than 0.20, then 0 is the cell value. If not, then 1 is the cell value. Please let me know if I can provide any additional details. 

Has anyone had success taking a date, say 12/2/2024, and the cube name I assume, and converting it to a period like 2024M12?

Hi , i am trying to copy between scenario through hybrid copy scenario feature but i observer that wherever only USD value present for non USD entities , data copy not happening. could anyone please suggest if anybody come across this scenario. 

Hi, We have installed NRR and are able to upload documents. However, adding a cube view using the syntax is not working. Despite searching related articles and trying different syntax variations, the cube still fails to render:Syntax 1:{DOCVARIABLE"{XF}{Application}{CubeViewReport}{Abseentism_Rep}""IncludeReportMargins=False" "IncludeReportHeader=False""IncludeReportFooter=False" "IncludePageHeader=True""IncludePageFooter=True""}Syntax 2:"{XF}{Application}{CubeViewReport}{Abseentism_Rep}"We are on V8.2.2, does anyone have any tips? 

Hi,I have designed a dashboard using SQL adapter and have stitched multiple OS tables.Current ask is to integrate this dashboard data and sent it out to an external db.I can create a table in the external db reflecting the same column structure.What is an efficient way to integrate this data from OS dashboard to external db-FYI- I have SIC in place.Thanks for your time

Hello,Does anyone know an effective way to alter the amount column of a table using a SQL script?Use case: the client is bringing in what they call "Production Downtime" to the system, which shows hours of downtime by plant based on a reason (attribute). Using a Dashboard Data Set rule, I created a SQL query to return specific results from the stage table based on Entity and Plant selections. This rule is linked to a data adapter and fed into the BI Viewer.In their BI Viewer report, it shows current Month vs PY Month. Since this data is coming in daily, when the user is looking at the current month, (today is Nov 21) the current month shows 21 days' worth of downtime data. They would like the PY Month to also represent 21 days of data.So, I would like to create a "ratio" variable that reads the current day of month and divides by the total days in month, and multiply the PY data by it. I created something similar in a UD8 calc:(SQL Is not my strong suit) how can I apply this "ratio" to

Im having an issue with a transformation rulewhere i have on stage :- Account 5115-0001-UD2 2350-UD4 2020That combination of dimensions is being assigned by the following TRA#[5015~5115-0406~0408]:UD4#[2001~2010]:UD2#[2002~2203]I believe the problem is in the Account range, but do not understand why. can someone explain the reason why?

We are trying to build a one side match rule for AR TXM. Within our DS1, we have transactions that combine and net to zero. We are finding that the one side rule is matching transactions by the amount instead of first summing the group of transactions to zero, which is resulting in incorrect matches. Is there a way to match negative amounts to positive amounts of the same balance (i.e. absolute value, but then we still need the net to be an accurate zero). Is there a way to leave the "amount" field off of the definition page. Also, whenever we try to enter in a tolerance, we get an error message to select the tolerance type, but there is no option to do so on a one-side rule.   We are having the same issue with the many to many rules where the rule is not summing up the transactions into one before executing match

Hi all,We have built a excel report which includes multiple xfget formulas. However, an #Value error shown in the cell after refresh (refresh sheet/refresh workbook both are not working). I have also checked that the dimensions have been entered correctly in the formula.May I know is there any solution to address this issue?Thank you.Best,Jacky

Requesting assistance with a formula needed in a cubeview row. Im looking to add a formula to my CF forecast column, so the formula in the row would be:   ((A#AccountsReceivable:T#2024M12:S#Actual:V#MTD - A#AccountsReceivable:T#2025M1:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2025M1:S#Actual:V#MTD - A#AccountsReceivable:T#2025M2:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2024M2:S#Actual:V#MTD - A#AccountsReceivable:T#2025M3:S#Forecast:V#MTD))

Hi there, we recently upgraded OS to 8.4 and the app itself its this dark grey color. Is there any way to change the color?

Hi,I’m currently working on a project where I need to omit a derivative rule, but only for a specific period. I'm looking for the most effective and clean way to achieve this without disrupting other rules or calculations that remain in effect.Does anyone have experience with this or suggestions on how best to approach it? I’d appreciate insights on both technical implementation and best practices to ensure future maintainability.Thank you, 

Hi, How do you certify multiple entities for a specific month? Do you need to go into each subsidiary’s local workflow to certify, or is there a convenient shortcut for this? We have several companies in our group that we sometimes need to uncertify and then certify again.I have tried going through the main act to process certification for the companies, but it doesn’t seem to work when you check the various subsidiaries’ local workflows.