OneStream Platform Forums

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? 

I have my task manager set up by Weeks: Therefore, I've been using Frequency ranges as 1-52 or 1,2,3 etc. as from the Task Manager guide. Let's say I want to make only 1 task group start on W1-W3. I input that into the task group and individual tasks but still it doesn't show up. However, if I don't put any frequency range, it shows up for all weeks I publish. I just want it to show up for 1 week. BCA #1 doesn't show up at all in any charts but BCA #2 shows up in all weeks published. I've also set up my Close Dates but it still doesn't work:  Any pointers or tips?Thank you

Good evening, is it possible to add a dashboard or Bi Viewer component within a Narrative Reporting document? In the attached image, it does not appear among the options.Regards 

Hello Team,I am unable to open the OneStream application and getting "Application cannot be started" error after downloads.Expecting solution as soon as possible.Thank you.Regards, Praveen

Hello Team, I'm experiencing performance challenges with a CubeView that contains: 4 row dimensions (all using .base members) Multiple time period columns Dynamic calculations that are causing significant retrieval delays Current Challenge: The CubeView needs to be executed and its data exported externally, but the dynamic calculations are making the retrieval process extremely time-consuming. Attempted Solution: I've already tried converting the dynamic calculations to stored values using finance rules, but this approach has proven ineffective - it's still taking excessive time and not producing the desired results. Request: Could you suggest any alternative approaches or optimization strategies to improve the performance of this data retrieval and export process? Thank you for your assistance.

Is it possible to do a live character count using a text box and label component inside of a business rule that counts characters as they are being typed into a text box component that is used in a dashboard? The contents of this text are written to a relational table but as for the character count, I want to do that live BEFORE I write the contents to a relational table. This is on an 8.4 application.

Hi Team, I am trying to build  a Stored calc. My account type is "Revenue" & Formula type is "Formula Pass 11". Here, if i give full combination (All Dimensions) data is sending from  Source to designation. and one more thing if i give any variables Data is not sending  from source to Destination. can you please help us how to make the calc as dynamic since i am giving all combinations.

All, Does anyone out there have users with massive (thousands of rows and dozens of columns) XFGetCell() workbooks that are seeing issues with the "Save Offline Copy" feature?  (and yes, I know.. they should not be creating these massive workbooks in the first place - that's not what XF() is meant to do) Here are the symptoms we're having: Regardless of what the seconds setting is (and I'm not even sure this setting applies to anything other than CV connections or quick views) and for some of these users, it's set to the max allowable, the 'save offline copy' often just spins and spins and never completes or eventually the user just has to 'kill' Excel and try again.  Happens at different times so no idea what server activity might be going on at the same time. Save Offline Copy appears to finish but the saved file now contains "#REFRESH" rather than the values  Unable to keep Formatting (this has to be set to False) - loses things like superscript or subscript fonts.I

Hi there,We've developed rules that works properly in actuals with monthly frequency. Is there a way to use the same rules in other frequencies? I tried to link them to a budget scenario with yearly tracking frequency (Scenario property), but they are applied at the end of the year (for instance 2022) instead of each month. This behavior is kept even after changing to Monthly frequency, or "Member Filter" using "T#|WFYear|.Base". Is there a filter on the time from the WF itself?Ideally, we'd like to keep the actuals conf rules as they are.Thank you for the help.Regards

Hi Dears,Could anyone please provide me the practical steps to Integrate the MS SQL DB to OneStream.we are at presently testing with the data integration to learn the integration. Kindly provide the real time steps which can workOnestream - On-prem enviSQL DB - Local hostregards,BCG

Error Message:Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.Operation cancelled by user.The statement has been terminated. (SQL Error Number -2146232060, -2, 0, 3621). The wait operation timed outThis happened after running Load and Transform for one of my import workflows. Any idea what's causing this? It stops at the PostFileArchives stage:

Hey Team, I’ve observed that users are currently able to load data via Excel/Spreadsheet tools (Quick View / XFset) beyond the defined Workflow Time Period range for any scenario. This behavior persists even after setting the following Application General Properties to False: Allow Loads Before Workflow View Year Allow Loads After Workflow View Year Despite these settings, the restriction does not seem to be enforced, and users can still submit data outside the intended time range. Could you please advise if there are additional configurations or security settings required to fully restrict data loads outside the Workflow Time Period—especially when using Excel-based tools? Any guidance or best practices would be greatly appreciated. Best regards,Yogesh Kumar Goyal  

Originally posted by Krishna Srinivasan Hi - I have a requiremnt to flip a sign for a particular account in the transformation rule complex expression ? is there way to do it ?   Thanks Krishna

Hi, We have a seeding rule that is copying zeros: sourceActualsBuffer = api.Data.GetDataBuffer(DataApiScriptMethodType.Calculate,S#Actual_Opco:U5#None,False, destinationBuffer)   I am trying to change it so it does not include zeros, by applying the removezeros function: sourceActualsBuffer = api.Data.GetDataBuffer(DataApiScriptMethodType.Calculate,"RemoveZeros(S#Actual_Opco:U5#None)",False, destinationBuffer)   When I do this, I get an error see attachmement. I tried to change the quotes RemoveZeros("S#Actual_Opco:U5#None") but then i get a different error when validating.    Could not find anything in the reference on how to fix this. Anybody can help?  

Has anybody been able to create a database connection to the QAD ledger system to import data to OneStream?  We are having a nasty time getting SQL to pull from it.

We're transitioning to TCPS - Port 2484 from TCP - Port 1521. I have no issues connecting via TCP, but have issues connecting via TCPS. Does OneStream support TCPS connectivity? Can't locate any documentation about this.

Hi team,I'm trying to export data using a Data Management step with view filters. When I specify the view as V#Periodic,V#YTD, only V#Periodic data records is being extracted. If I reverse the order to V#YTD,V#Periodic, then only V#YTD data records get extracted.Has anyone faced this issue or knows how to correctly extract data with View dimension filters?Thanks in advance! 🙂 

I'm looking to call a business rule that is located in a different workspace within Assemblies but am unsuccessful.  The first screenshot below shows my DM step configuration.  The business rule I'm trying to call is an out-of-the-box rule within the Financial Close solution. The second screenshot shows the workspace (namespace prefix = OFC), the assembly (RCM) and the business rule (DiscoverRecons).  The third screenshot shows the tool tip when you hover over "Business Rules" on the DM step.  I've attempted many variations of the yellow highlighted syntax, always returning an invalid business rule error.  The fourth screenshot shows the out-of-the-box DM step I'm emulating.  I used this to verify the parameters I'm passing in work which they do. I've ensured that both the current workspace and OFC workspaces are sharable and include the shared workspace names.  Does anyone know the correct syntax to call this rule into my DM step? Screensho

The ColumnDisplayType property has two options: WorkflowStatusImage & OneStreamClientImage. I am looking to leverage one of the two options, but have found minimal documentation on them.  What I have found, is that the WorkFlowStatusImage is related to values in a Status column like "2" equals a green circle, "10" equals a red circle.  This uses the XFClientImageTypes library. I am not sure how to leverage this library and populate my SQL table/grid view with one of these status images/icons.  Any assistance is appreciated. I have the status column value equal to "2" or "10" but I can't get the icon/image to display on my grid view component.

Hi everyone,I'm having an issue with a cube view. I have a column whose parameter is E#GroupEntity.Base. When launched, it shows one base entity per column, with its respective data.I need to place a new column at the end of the cube view that sums the values of all the base entities. I tried to use the CVC function to sum columns, but it only sums the data of first base entity, ignoring all the other base entities.Is there a way to achieve what I need, and if yes, could someone please help me? Thank you!

I am creating an alternate roll-up of our accounts for some specific reporting which requires that certain accounts only return data for specific departments.  What is the best way to do this?  I tried using a dynamic calculation to create new accounts that filtered on UD2 but it did not return any data.  The formula that I used was   Return api.Data.GetDataCell ("A#61550:U2#Dept48")

Hi All,Just curious if anyone has had success pulling data (SQL) from D365's Asset Ledger to get the continuity / movements for Fixed Asset accounts?  In other words, it would provide the Flow movements like Additions and Disposals for the Fixed Asset accounts to justify the change in the Balance Sheet account balance.Has anyone ever successfully done this, specifically using SQL from D365?Thx,Mike

Is there a method or tool that can edit dashboard frames (names) in bulk? I would like to create a base dashboard template that would include headers, content, and footers. This would be copied & pasted to separate maintenance units and then customized for each dashboard.  Is there a way to bulk-edit dashboard frames, or assist with copying & pasting dashboards without renaming them one by one? The only way I know of now is extracting to an XML and changing the text through notepad.

Hello- Is there any reason why the below if , then, else statement is not working correctly? Val2 has data when I only return it in a test dynamic calc, but when incorporated into the below formula, it is reading a zero for Val2. Any help would be greatly appreciated: