OneStream Platform Forums

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?

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? 

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

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?

Has anyone imported CAMT.053 files from their bank into OneStream?  We are embarking on an Account Reconciliation project and trying to accommodate our international sites.  We've been told this is tricky and to stick with the BAI format, but that will be problematic as we integrate more global entities.

Hello,I have a SWIFT Bank file from a client based in Europe that I need to import. I thought this would be similar to a BAI file and could use the OS BAI Parser solution to grab the necessary information, but the format isn't as similar as I thought. Is there any other tool for parsing out a SWIFT file or will this require some custom logic?

My team has recently been unable to save offline copies of Excel files that contain XFGetCells + CubeViews. Prior to this, we had no issues and had saved 100+ files offline as part of quarterly reporting. I have seen prior threads where this has been discussed some time ago, and our team has tried updating preferences, saved elsewhere, etc. with no luck. Is anyone else currently having this issue? 

Hi Community :)We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?

Does anyone know how to get the member description in the user's culture code?

We are trying to update a table in External DB using SQL table editor. But we are getting below error.  

Hi, I am encountering an issue with the header format of the 'Total' row below where the ReportBackgroundColor is not filling the entire cell when viewing the report as a PDF.  There is no issue when viewing view the cube view or Excel.   Below is the header formatting we're suing: ELSE IF (RowName Contains ':Total:') THEN ExcelBottomBorderColor = Black, ExcelTopBorderColor = Black, ExcelTopBorderLineStyle = Thin, Italic = True, ReportBackgroundColor = Gray, ReportUseBottomLine1 = True, ReportUseTopLine1 = True I'm using the same formatting for Header and Cell Format but as you can see from the screenshot below, there is a blank space below Total.   Has anyone encountered this?

As shocking as it may seem, someone has decided that we actually should delete data from OneStream. In this case, we've been instructed to retain a maximum of five years of data. Everything older than that must be expunged. Manual, painful, detailed steps aside: is there a good way to clear all old data that I just have never learned about because I have never actually worked with an org who was willing to let go of even one byte of information? I can manually delete the cube data with enough work (clear rules, consols, the odd custom rule or update to a member formula.) I can delete stage source data with even less work, though its still a bit tedious to click through a bunch of workflows. I haven't yet looked into how to delete stage target data; I'm hoping to find an easy solution but I'm also hoping someone will just tell me so I don't have to learn the hard way. What other data have I not even thought of yet? How do I get rid of it? Going forward, after we finish our yea