OneStream Platform Forums

I am running a cube view form in a workflow from OnePlace, i can able to execute other forms like Total Revenue, COGS, IC COGS, OPEX etc but not IC Revenue, Need help, if anybody come across this.   Error processing member. The item was not found. Member, -100. Error Description:Unable to execute Business Rule 'CFO_NoInputRule'. Error processing member. The item was not found. Member, -100. User Interface Stack Trace: at OneStream.Client.Api.DataExplorerServiceReference.DataExplorerServiceClient.StartOpenCubeViewGridCompressed(SessionInfo si, Guid workspaceID, String cubeViewName, CubeViewUIModuleType uiType, Dictionary`2 customSubstVars, TriStateBool suppressRows, Int32 pageIndexForPreviousPage, CVGRowOrColUniqueIDStruct lastRowIDInPreviousPage, Int32 compressedRowIndex, List`1 overridenCubeViewMemberExpansions) at OneStream.Client.SharedUI.DataExplorerControl.InitializeGridAsync(TriStateBool suppressRows)

Hi all,I'm experiencing a strange issue on OneStream (rel 9.2.0.18004) that was working as expected under previous release (8.*)In a dashboard I have combos that let me select Scenario and Time, with a "POV Action" that set them back setting - respectively - WFScenario and WFTime parameters.Now, starting from the above mentioned release, whenever I change a combo, the focus moves from the dashboard, opening the selected Workflow.So, the User is experiencing something like:Launch the DashboardSelect ScenarioSystem opens current WorkFlowOpen back my dashboardSelect TimeSystem opens current WorkflowOpen back my dashboardRun the actionIn previous release, the POV Action didn't took the User away from the current dashboard.Have you experienced the same issue ? Is there a workaround to let the user stay in the dashboard ? Thanks in AdvanceFabioG

Hi,We are working on a Proof of Concept (POC) with the aim of implementation. However, one issue remains a roadblock and is hindering the adoption of the solution: the deletion of lines loaded with the same amounts, which we are unable to reconcile or isolate.In TXM, our ERP system sends us many identical lines (following corrections by the accountants): e.g., Transaction ID 1, CPT1, Invoice: 10000 Amount: 10; Transaction ID 2, CPT1, Invoice: 10000 Amount: 10; Transaction ID 3, CPT1, Invoice: 10000 Amount: 10.I would like to know how, within a single Data Set and from the same Data Source, to reconcile and/or isolate these lines, which represent unnecessary noise in the analyses. From my understanding, intra-Data Set reconciliations are not possible in this case. I sometimes have 2, 3, 4, 5 or even more almost identical lines that unnecessarily clutter the analyses and hinder the actual cases that need to be studied.Do you have a solution for reconciling these lines and placing th

Hi All,We are using a spreadsheet component on a dashboard to show a cubeview.  When we enter text into an annotation field, it works fine and you just have to hit save afterwards for the data to be committed to the cell.  However, if we want to attach a file to the cell, once we do that and click ok, we are prompted with a message box that says "Do you want to refresh OneStream data?  All unsaved changes will be lost".  Regardless, of whether we say yes or no, the file still gets attached.Is there anyway to disable this prompt as it really doesn't offer any value to us?  Is this out-of-the-box functionality?Thx,Mike 

For the first Import of a Workflow Profile, data in certain months in a "Matrix flat file" failed to be loaded into a Data Cube.For the second+ Import of that Workflow Profile, data in those months in that "Matrix flat file" could be loaded into a Data Cube.- In summary, data in certain months in a "Matrix flat file" must be Imported > 1 time of a Workflow Profile to be loaded into a Data Cube.Please share the root causes for v9.2. Thank you, SMEs. For the first Import Workflow, M2 data in certain intersections failed to be loaded into a Data Cube.For the second+ Import Workflow, M2 data in those intersections could be loaded into a Data Cube.

Hi OS Community,I’m an EPM Consultant working mainly on Financial Consolidation, and I would appreciate some guidance on a scenario‑specific consolidation design question.Currently, our Actuals consolidation process is working correctly and uses the standard XFW_FSK_Accounts lookup table to drive account mapping during consolidation.This includes full account‑level detail, which is required for statutory reporting and analysis.Now we need to enable consolidation for the Budget scenario, the rules for Budget should be the same as Actual , but with a different level of granularity:The Budget scenario is loaded at a higher‑level Account hierarchyMain QuestionWhat is the recommended way to use a different account mapping lookup table for Budget while keeping the existing XFW_FSK_Accounts logic for Actuals?More specifically:Can we assign or reference a different account lookup table (e.g. XFW_FSK_Accounts_Budget) within the consolidation Business Rules, based on the Scenario?Is it best

Hello Everyone,I’m encountering an issue in OneStream when trying to post a journal via central workflow to an entity whose workflow is locked.Normally, central journal input steps are designed to allow journal postings even when the entity’s workflow is locked. In my case, I have configured a central journal input step within the workflow profile of the entity, so I would expect journal entries to still be accepted despite the lock.However, when attempting to post the journal, I receive an error indicating that the entity is locked.Has anyone experienced a similar issue where central journal input steps do not bypass the workflow lock as expected? Are there specific configuration points or workflow setup details that could explain this behavior? 

Hello, What is the best way to send data from OneStream to Snowflake using an existing SIC ODBC connection? Currently I am using SIC ODBC connection to query data from Snowflake and now I would like to send data back to Snowflake.

Hi, I have a dashboard with 5 tabs which is assigned to a workflow step. One of the tab has a cube view where assumptions are inputted. I want this tab to be visible only for administrators and not for every user. IsVisible is something i have used to hide dashboard components with an XFBR but i dont see the same option for embedded dashboard. Is there a way to get this done?

A user approves an auto-reversing journal entry - security also allows the user to post.  The user is unable to post. HOWEVER, in the subsequent period, the user is able to post the auto-generated reversal journal entry. Has anyone seen this and thoughts on resolution?

Hi everyone, I'm curious if there is any information on how to use the dynamic parameters in the dynamic dashboard service. I've created a form is dynamically generated from a SQL query - essentially the query results contain the text I want to display next to the component, the type of component, the bound parameter for the component, etc. I also have a field for "list of values" that I'd like to use as the display and value items for the bound parameter for Combo Box components. Here's a screenshot of the table that holds this information: Right now when I generate the form, parameters bound to text boxes don't have to exist in the maintenance unit and I can use these parameters to collect data and save to a table I created on the database. For the combo box parameters, however, I currently have to create those in the maintenance unit. It feels like there should be a way I can fetch the display and value items based on my List of Values column for a dynamically generated parameter,

I'm building a cube view column that shows combined annotations from descendants. I'm calling an Finance Cell Service BR from inside GetDataCell so I can pass dashboard params needed for the logic. GetDataCell(T#|CVTime|:BR#[BRName=..., FunctionName=CombinedComment, Flux_ID = {fluxID}]:U8#{ud8}):Name({ud8} Combined). I need to the UD8 POV member because that distinguishes what type of comment it is (CMvsPM, CQvsPQ, CMvsPYM, Ect...). The BR returns a String, but GetDataCell expects a numeric amount so the text doesn't render in the cell. Pointing the column at V#Annotation doesn't help either.Has anyone gotten BR-returned text to display in a GetDataCell with full POV/param context? Thanks,Ben

Hello, I'm attempting to create an orders (500055) account, calculated using existing Backlog (500054) and Sales (100020) Accounts.   (Current Month Backlog - Prior Month Backlog + Current Month Sales) When I run this calculation in the forecast scenario, February - December work as expected, but there is an issue with January that I can't pinpoint.  Any ideas where I've gone wrong? Thank you in advance, Justin Trad       If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity)) And api.Time.GetPeriodNumFromId(api.Pov.Time.MemberID) = 1 Then     api.data.calculate("A#500055:T#PovYearM1:O#import:U1#none:U2#none:U5#none:U6#none = (A#500054:T#PovYearM1:O#top:U1#top:U2#top:U5#top:U6#top - A#500054:T#PovPriorYearM12:O#top:U1#top:U2#top:U5#top:U6#top) + A#100020:T#PovYearM1:O#top:U1#top:U2#top:U5#top:U6#top")   Else If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity)) Then          

I’m starting an Account Reconciliations implementation and the current process loads Actuals for all entities through a central import. They do have individual workflows for each entity where security is assigned at that level and used for planning and reporting. For RCM they want to look at their recs at that level too (WF entity) but data is not flowing through. Did the discovery both at the Central and individual levels and only the Central inventory is being populated. I guess it’s because data is not being loaded to stage into those WFs.  Is there a way to work around this or will data need to be loaded at the entity level for it to work? 

This post is to provide information about File Explorer Incoming workflow folders.  Based on what we've seen in our environments, when an application is copied, the new application does not contain the folder structure located at:  \File Share\Applications\<Application Name>\Incoming\<Cube Root Name>_Cube\<Workflow Base Input Name>\<Workflow Import Name> We noticed these folders were missing in our last application copy when we were trying to copy files through SIC and drop them into the workflow import folders since our requirement was to drop them there for users to manually import when they choose (instead of automatically loading the files through batch import from batch harvest).   To fix this issue we exported the Workflows and re-imported them back into the copied application.  This triggered OneStream to create the cube root folders and workflow folders for the workflows that were imported. Hope this helps someone else who might

Hi everyone,I need to load data in Onestream in MTD, and I imagine there is an out-of-the-box way to visualize that same data in YTD in a report without having to compute it through a BR, but I cannot understand how. I loaded Jan and Feb, but no matter what View I select I keep seeing MTD valuesCan someone please tell me how to do it?Thank you! 

Hello All, for our project, we are using the In Use property in UD2 with the Time/Scenario dependency option. Seems to work but the problem for us and also raised by customer is the maintenance part of it. We showed them how to use Grid View but with that we are not able to see how this In Use property is configured by scenario and time. Grid View only shows In Use ticked box everywhere even if we set it to False for some scenario/time combinations. This is really a drawback for us now in implementation phase and for them in the future to administer this application. Does anybody that used scenario/time dependant set up (whether for in use property or for any text attributes, that would be same problem) had a good way to maintain this property without having to go one by one in each member to see what is configured and update it ? Or did you achieve differently the requirement to handle the fact to activate/inactivate some members over time without using the In Use property ? Thank you

Hi everyone, I am building a query using the vStageSourceAndTargetDataWithAttributes view and I want to ensure I am retrieving the latest figures for a specific Entity and Time period. I have a few questions regarding the best way to filter this: Filtering by Wfk: I know that hardcoding a GUID for the Wfk (Workflow Key) is risky because it can change between environments or if a profile is reset. What is the recommended way to dynamically filter for a specific Workflow Profile? Should I be joining on the WorkflowProfileHierarchy table/view to filter by ProfileName? Latest Figures: If multiple imports have occurred, does filtering by a specific Wfk automatically ensure I am seeing the "latest" iteration of the data, or is there a better field to use for partitioning/ranking the results? Any code snippets or best practices for making these stage queries robust would be highly appreciated.

Hi all,I'm trying to pass a Dynamic Parameter (from a repeater) to dynamically build the Bound List of a Combo.While (for example) ~!Text!~ and ~!Tooltip!~ params do correctly populate Text and Tooltip properties of a Combo, I'm not able to pass a Dynamic Parameter (eg: ~!DisplayMember!~ to the param (Bound List) beyond the Combo. It's not translated into its actual value.Since the repeater is Dynamic, and the number of repetitions is variable (unknown at design time), I'm wondering how would be possible to parametrize a single Bound List Parameter, without having to duplicate it 10 times (limiting de facto the power of dynamic components).TIARegardsFabioG

Hi all,I'm trying to set an image to a button, selecting it from another (shared) workspace, with no luck.Does anybody succeded in this ? ThanksFabioG

The background fill color on the header is not filling the entire space when viewed in PDF. You can see on four of the six columns there is white space where the text is shorter. I need the teal color to fill to the bottom of the header space, and not just exist where the text is located. It works fine in excel and cube view. The issue only exists in report PDFs. Does anyone know of a way to accomplish this? Report/PDF: Excel:  Cube View: Here's an example of a PDF that looks good because the length of the header text is more comparable across the columns:   I'm sure there's a way to accomplish this through a Custom Report Formatting rule or formula. I'm trying to avoid this, as I feel the formatting should already default to what I want. But, if I have to go this route, I will. Thanks in advance!

I am working with a TableView and there seems to be a limit of 100 rows that can be added.  Even if I prompt for the number of rows to add , say for example 150, when I add 150 rows in Excel and submit only 100 will actually be inserted.  Does anyone know if there is a limit to the number of rows that will actually be added no matter the value you pass to the NumberOfEmptyRowsToAdd property?

Hi everyone, I would like to round the value for a calculation, I try wit this api.Data.Calculate("A#P_EBPPrct:O#Import:U1#D0000:U2#P0000:U3#CORP_ADJ:U4#PJ00000 = Round(Divide(A#433100, A#411000:E#" & strEntTx3 & ":C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#PROMO:U3#CORP_RPT:U4#ALL_PROJECTS))") or this api.Data.Calculate("A#P_EBPPrct:O#Import:U1#D0000:U2#P0000:U3#CORP_ADJ:U4#PJ00000 = Divide(A#433100, A#411000:E#" & strEntTx3 & ":C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#PROMO:U3#CORP_RPT:U4#ALL_PROJECTS)",AddressOf OnEvalDataBuffer) Private Sub OnEvalDataBuffer(ByVal api As FinanceRulesApi, ByVal evalName As String, ByVal eventArgs As EvalDataBufferEventArgs) Dim resultCells As New Dictionary(Of DataBufferCellPk, DataBufferCell) For Each sourceCell As DataBufferCell In eventArgs.DataBuffer1.DataBufferCells.Values sourceCell.CellAmount = math.round(sourceCell.CellAmount) Next eventArgs.DataBufferResult.DataBufferCells = eventArgs.DataBuffer1.DataB

Hello Everyone,I’m encountering an issue in OneStream when trying to post a journal via central workflow to an entity whose workflow is locked.Normally, central journal input steps are designed to allow journal postings even when the entity’s workflow is locked. In my case, I have configured a central journal input step within the workflow profile of the entity, so I would expect journal entries to still be accepted despite the lock.However, when attempting to post the journal, I receive an error indicating that the entity is locked.Has anyone experienced a similar issue where central journal input steps do not bypass the workflow lock as expected? Are there specific configuration points or workflow setup details that could explain this behavior?

Hello,  I currently have a cube where I am having an issue calculating variances.  The row has GetDataCell(CVR(Row1)+CVR(Row2)) and Column is has T#POV, T#POVPrior12, GetDatacell(T#Pov-T#POVPrior12).  When I run the report, the first two columns run correctly for T#POV and T#POVPriorYear, but the third column where the two get data cells meet does not calculate correctly. I can't get it to work on a column override either as I know there is a order of operation for the GetDataCell. I want to keep the report as dynamic as possible, is there a way this can be achieved without breaking the columns out and manually doing the overrides?