OneStream Platform Forums

Hello, I previously created a UD8 member to find a max value out of a string group of data for specific accounts. It was working fine last year and when I was looking at it for our tax team, it just shows blank as the value. Can someone help me out and see if I'm missing something. We did upgrade to version 8.4 from 7.4 last year and I don't know if that caused something to not work. Here is the UD8 codes I made. First is for the max value Dim dAmount_1 As Decimal = api.Data.GetDataCell("T#Pov:U8#CFC_IC").CellAmount Dim dAmount_2 As Decimal = api.Data.GetDataCell("T#PovPrior1:U8#CFC_IC").CellAmount Dim dAmount_3 As Decimal = api.Data.GetDataCell("T#PovPrior2:U8#CFC_IC").CellAmount Dim dAmount_4 As Decimal = api.Data.GetDataCell("T#PovPrior3:U8#CFC_IC").CellAmount Dim dAmount_5 As Decimal = api.Data.GetDataCell("T#PovPrior4:U8#CFC_IC").CellAmount Dim dAmount_6 As Decimal = api.Data.GetDataCell("T#PovPrior5:U8#CFC_IC").CellAmount Dim dAmount_7 As Decimal = api.Data.GetDataCell("T#PovPrio

Certain users aren't able to refresh sheet containing XFGETCELL. Only shows #REFRESH. In OneStream task activity, it shows that the task has failed with an error message "Summary: Error processing dimension. The item was not found. Dim, OneStream.Shared.Common.DimPk, 0, -1." This should not be related to access since I was able to refresh sheet using another profile with the same roles. 

Has anybody seen this error?  If so, how did you fix it? I can run the SQL query in question from a Data Adapter just fine, but when trying to run it from a BR I get the above error.  At this point all parameters are hard coded in the query (entity, dates, scenario) as I'm just trying to make sure it runs. This is running against the QAD gl product, which uses the Progress database. 

Hi,in a connector business rule, when a dimension has a business rule logical operator, is there a better way to build the SQL drill back query than reverse engineer what the business rule is doing?In the example below the business rule brings "Zero" to the stage when the source UD1 is null. The code in the drill back is reversing that to get the right source data:'UD1 If sourceValues.Item(StageTableFields.StageSourceData.DimUD1).ToString.XFEqualsIgnoreCase("Zero") Then whereClause.Append("And (Department IS NULL Or Department = '') ") Else whereClause.Append("And (Department = '" & SqlStringHelper.EscapeSqlString(sourceValues.Item(StageTableFields.StageSourceData.DimUD1).ToString) & "') ") End IfHowever, this is a simple business rule. I am wondering if there is a way of getting the source data before it is passed through the logical operator business rule, to reduce code complexity in the drill back. Thank you

Hi everyone, I’m interested in learning how other organizations are leveraging OneStream to track inflation and other account-related metrics. Currently, our approach involves using the Account dimension to explicitly separate inflation impacts for specific expense categories. For example: FOOD_BEV – Food & Beverage Expense INFL_FOOD_BEV – Inflation related to Food & Beverage Expense These inflation rates are externally calculated and loaded via XFD uploads. To support different reporting views, we load the data into three separate accounts: _PER – Monthly _QTR – Quarterly _ANN – Annual We also use a view dynamic account without a suffix, which adjusts based on the selected view. Exploring Alternative Approaches I’m considering whether using a User Defined (UD) dimension might offer more flexibility. For instance: Keep the account as FOOD_BEV Use the UD to switch between metrics like: "Dollars" (actuals/estimate) "Inflation" (loaded via XFD) "Per Guest" (dynamically calcu

Hi All,This is probably an easy one, but I am stuck.I have a Dashboard dataset rule that used FDX to run a query.  It takes two input values. I have a data adapter that calls that BR and I can hardcode parameters in there to pass to the BR.  Now I am trying to call that Data Adapter using the REST API.  I am trying to pass parameters using CustomSubstVarsAsCommaSeparatedPairs.   How should I have the Data Adapter set up to accept these parameters.  For reference the hardcoded query looks like this:{_GetData}{GetDataSet}{ScenarioName=Actual, TimeName = 2024M3}What do I need to change "Actual" and "2024M3" to in order for it to use the values from the REST API call?Thanks,Scott

Hi everyone,  I’m trying to connect to the OneStream internal database so I can access the application data using DBeaver as my database manager. Has anyone successfully done this before? If so, could you share the steps or any tips to get it working?Thanks in advance for your help!

When I pull a flat file from an SFTP server, I have been parsing that file in VB .net into a Data Table and loading it that way.  Is this the best way to do this, or is there a way to make the Import read the file from the filesystem once it has been downloaded?  I feel like parsing a csv file using Split() is risky.Thanks,Scott

I´ve setup a process, confirm and certify workflow steps on the Base input workflow profile and I would like to setup automated run of this and email notifications for the confirmation results. Does anyone have an example of business rule for this? I expect it is different then the general one used for automating imports. 

HiI'm trying to find out the correct way to reference a function in another Workspace assemblies file.For example say i have:1) XFBR business rule assembly file (ParamHelper.Vb)2) Dashboard Extender business rule assembly file (SolutionHelper.Vb)I want to call a function that is in SolutionHelper.vb  from my code that sits in ParamHelper.vbIn standard business rules this was easily achieved using Referenced Assemblies in the business rule property and then adding something along the lines of this below: Dim _MYHelper As New OneStream.BusinessRule.DashboardExtender.HPB_SolutionHelper.MainClassJust not sure how the same is achieved using assemblies Thank you

Hi,It doesn't look like the cube view ":name" override using substitution variables respects the user's culture setting.  The substitution variable goes instead to the default description.My example, I have account descriptions in German and English.  My user ID is culture English.  My cube view render the proper description when I don't use the override ":name()".  I use the override, :name(|MFaccountDesc| growth %), and get this,I would expect the substitution variables to respect the user's culture.

Hi Team, Based on Business requirement we have created Stored Calc for Account(A#KPI_GSS_OP_IN_AFT_TAX_ROIC_WIP). But while running the Force Consolidation Step at Parent entity level getting the below error. and consolidation working fine at entity base level and data is sending from source to Destination. Can you please help us on the below issue.  

Hello, We want to review both our Management and Stat reporting on a monthly basis. The 2 approaches we are considering using are: employ an Audit / Nature UD to build the separate views by adjustments layered over the local GAAP import.                      or use a separate Scenario for each view with the Local GAAP data being fed into each scenario. One of the main differences between the two views would be pre-acquisition TBs for newly acquired companies being included in the management view for comparative purposes. Would be Interested to hear anyone's feedback or suggestions - thanks!  

I am trying to extract cube data using FdxExecuteDataUnit however, the filter does not seem to be filtering any data. Any ideas what the issue could be? I am seeing multiple flow members in the data table. Is there also a way to do all base members for a dimension? Dim dt As DataTable Dim cbName As String = "FinConsol" Dim ent As String = "E#124" Dim cons As String = "C#Local" Dim scen As String = "S#Actual" Dim time As String = "T#2025M1" Dim view As String = "V#YTD" Dim filter As String = "Origin='Import' AND Flow='EndBalInp' AND Account = 'NetInc' AND UD7 = 'GL_Load'" dt = BRApi.Import.Data.FdxExecuteDataUnit(si, cbName, ent, cons, ScenarioTypeId.Actual, scen, time, view, True, filter, 1, False) 

Hi Community, Does anyone have experience with integration between OneStream and Microsoft Fabric? Please share your comments and a potential connect.  Thanks  Rajnish

We're trying to reduce the size of a large table in OS (about 650GB). Our initial idea was to copy the rows to a new table and then rename it, but the insert process takes too long due to the size and ends up timing out. Deleting records from the table itself seems risky and take's similar duration.  Has anyone dealt with something similar? Would appreciate any tips or suggestions for a faster and more efficient approach. Thank you! 

Hello OneStream Community, For our upcoming budget cycle, we want to create an inputsheet where the Time dimension is displayed in columns, with each month (January through December) as a separate column. Our current data sources are configured with the time dimension in rows, and I'm struggling to set up the data source to handle a matrix layout. I've tried using data transformations and source dimensions, but I haven't been able to make it work. Has anyone dealt with a similar scenario and can provide a clear method for configuring the data source and mappings correctly? Any guidance would be greatly appreciated! Thank you, Jasper

The below code returns the Plug Account name for an Account, taken from the Plug Account property on the AccountIt is a DynamicCalc on UD8. Set up a U8 member, f.ex. "YourName"  Api.Account.GetPlugAccount returns a long string that contains the Plug Account Name For each Account that has a Plug Account, the string will contain "DimId: 22", so this can be used as filter.The Plug Account name will be stated directly after "Name: ", so this can be extracted from the string. In the below example, "NA" is returned where there is no Plug Account. The Plug Account Name will be shown when using V#Annotation:U8#YourName on Accounts ---------------------------------------------- Dim AccPlugAccName As String = "" ' Fetch the Plug Account propertyDim fetchedValue As String = Api.Account.GetPlugAccount(Api.Pov.Account.MemberId)?.ToString() ' Check if the fetched string is not null/empty and contains "DimId: 22"If Not String.IsNullOrEmpty(fetchedValue) AndAlso fetchedValue.Contains("DimId: 22")

I've read somewhere that there is a Postman collection for the Rest API.  I am just getting started with it and was hoping someone had one already set up. Thanks,Scott

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Hi,I have installed the solution 'Application reports' in my application.I have added the report WF_ImportDetail_AccountMapping_RPTAR to my workflow by using a form template. When I click on the report in the workflow i am getting a pop-up screen for a parameter. The report should automatically use WF Profile, WF Scenaro en WF time. How do I set that up? John  

My colleagues in OneStream, have you seen this error before? Since this is the first time I’ve come across it in a standard load scenario with everything else validating, I thought I’d share here to compare notes. Any insights on what could be “behind” this error in practice would be really helpful for building a knowledge base around less common OneStream load errors.While running a data load in OneStream, I encountered an "Invalid Cube Name" error. What made this surprising is that all the usual suspects checked out fine:Workflow setup was validated.Data sources were reviewed.Transformation rules were checked.Rules on members who call cubes were also confirmed.Cube mappings looked correct.Despite all of these checks, the error still occurred.This message is unusual because it doesn’t typically appear if the metadata, cube structure, or mappings are aligned. In most cases, it points to something deeper in how OneStream is resolving the cube context for the workflow profile or the enti

8.5 environment, on prem.My understanding is that if I want read only access for users to Ancillary Tables I need to use the config utility and set Access Group for Ancillary Tables to a user group that would be different than Maintenance Group or Table Creation Group.      I did this and my users in the group assigned to Access Group are able to edit ancillary tables.Then I found this documentation that implies that Access Group gives edit rights to ancillary tables.  Does anyone have a definitive answer on this or know how to setup read only access to ancillary tables? 

Hey everyone, In Task Manager, I was wondering if we could set duration longer than 30 days? As of now, the only max option for a task is 30 days. Can it not be any more or extended? Any feedback or suggestion is welcomed. Thank you.

I have a dashboard that I want to run whenever I log into the desktop app, and it works just as expected, but it tries to run in the web browser UX and does not work right. How can I disable the dashboard from running in UX, but stay running for the desktop app?