OneStream Platform Forums

Dear community, I'm currently stuck with a cube view. My cube view have Projects (UD1) is first element of the row, then Cost Center (UD4) is second element of the row. The requirement is to show "Tot_CC" (UD4 dimension) when we are NOT in base level of project, but show base members of cost centers when we are in base member of project. I am using a CustomMemberList which should look at |MFUD1|, however the business rule is not parsing it, as the ErrorLog show me that the formula is looking for |MFUD1| and not the element which was specified in the first level of the row (see below). IS there another way to define conditional list of elements based on the first level ? Regards,

We are attempting to upgrade the Financial Close Marketplace Solution from version PV640 SV100 to PV710 SV201. We are on platform version 7.2.4.  We have a group of SuperUsers (similar to an Admin role but with less access than an Admin) that should be able to access and execute batches for the Workflow Multi-Period Processing page. (screenshot attached). They can access the page, but the Execute Batch button is greyed not allowing them to execute any of the steps. They have this ability in the environments where the solution has not been upgraded yet.  I cannot find anywhere in the workflow profile or business rules where security is being referenced for this Execute Batch button.  Can anyone guide me in the right direction to allow them to have access to that button in the upgraded solution? 

Hi there - Im creating a Supply chain report and the first page (cubeview) is a very generic page but I wanted to add an image of some sorts. Any idea how to add an image in cubeviews? 

I am having XFGetCell formula cells in multiple workbooks (Sheets) within a Spreadsheet.Issue/Problem:When I tried to save a copy of this spreadsheet by selecting (OS Excel Add-in) OneStream/ Save Offline Copy, only the ACTIVE sheet saves an offline copy without the XFSetCell formula (as expected) but the other workbooks (sheets) still shows the XFSetCell formulas.I expected to see all the workbooks (sheets) to save without the XFSetCell formula (offline copy).Please can OneStream release an enhancement to save all the worksheets within a workbook to be saved as an Offline Copy i.e., without the XF() formula functions?

Hello!I have one of the users receiving the error "OneStream Excel AddIn Setup Wizard ended prematurely" while trying to install OneStream Excel Add-in. The user is an administrator on the laptop.Tried a few things like closing all Microsoft office applications, deleting the APPDATA folders, restarting the computer....nothing help!Anyone faced this issue or seen this error before? If so, what steps were taken to resolve it?Thanks,Hari

I trying to bind a combo box with bound list type parameter. The bound list parameter is using Command Type - Method and Method Type - Business Rule please see below screen shots. When I test the parameter it is showing results but combo box is not loading values on dashboard. Any help is appreciated. Sorry not able to attach images.

Hi All, We have alert configuration if a workflow step failed. Similarly, can we configure alert IF DM sequence failed? -Asish

Dear Community Members,I have a spreadsheet rule in my own workspace assembly.The workspace is set to 'shareable'.But the BR does not show up when i try to add in Table View DefinitionWhen i define a rule outside of my Workspace in the regular Business Rule section my spreadsheet rule shows up.Did I miss a setting somewhere to tell Spreadsheet to look into Workspaces?Thanks in advance    

Hi OneStream Community,  Does anyone know why an import would add two rows in the load step with an excel import? In the import processing log shows only 1 line read but it adds 2 rows. (edited) Thank you,Sharon

When attempting to upload a form input excel template with around 3,500 lines of data, the system throws the following error - "Unable to load file <filename>. The size necessary to buffer the XML content exceeded the buffer quota". However, when I reduce the number of lines, the file uploads successfully. Does anyone know if there is a row limit for form input Excel templates, or if there's a configuration change that can resolve this error?

Hi all,Hope you are doing well. Can someone help me with hint or approach to see account hierarchies side-by-side. Thanks 

Hi OneStream Community,During a UAT phase, one of our client’s users encountered an unusual error. When this user attempts to export either a CubeView or Dashboard using the "Export to Excel" button, a text file is generated instead of the expected Excel (.xlsx) file (see attached image). This text file is unusable.Interestingly, this issue only affects this particular user, while all other users are able to export successfully to .xlsx without any problems.As a temporary workaround, we’ve had the user export through the "Report" functionality, which provides the correct .xlsx output. However, this is not a sustainable long-term solution.Has anyone experienced a similar issue or know the root cause and how to resolve it?Thank you in advance for your support! 

I am trying to build a rule to copy data from one year/Forecast Scenario to another e.g Long term and have req to copy data to derived cell value but dont want data to be enable for input.Is there way to copy data? I tried DM job and Custom finance rule but it did not work.    

Hi everyone,   I'm having issues when launching the consolidation process after loading data on the cube. Below you can see the calculation that is triggered when the consolidation process is launched:   api.Data.ClearCalculatedData(True, False, False,"A#2A900A01","F#CHI","I#None") api.Data.Calculate("A#2A900A01:U1#None:U3#None:U5#None:I#None:F#CHI=A#3ABCDEF0:U1#TotProduct:U3#TotMarket:U5#TotCostCenter:I#Top:F#None") The 3ABCDEF0 account is the top node of the PL account hierarchy, and the intersection is correctly populated. The 2A900A01 is the balance sheet account that should be populated as a result of the consolidation process, nevertheless it doesn't get populated. I have already verified the intersections, and they are correct. Does anyone have any suggestion on why the 2A900A01 account does not get populated? I know the question is a bit vague but I'm really struggling to understand what the issue might be Thanks in advance for any help!

I am trying to post an adjustment to OwnerPostAdj member using FinanceFunctionType.Calcture function, is it possible to do that. If so could you please share some reference or if there are any cube level setting that I need to make. Currently I am getting the following error, even if I specify the OwnerPostAdj as a part of my data unit, but same works fine for Local member: 

We see some ghosted elimination amount stuck at parent level and they keep getting carried forward to the rest of periods. The elim amounts are greyed out, but still get aggregated up along the entity rollup. Is there a way to stop the ghosted elim amount?  We copied the actual data from Actual scenario to Fcst Scenario.  Actual scenario is fine, but Fcst scenario has this ghosted elim amount issue.  Is there any setting which triggered this?

hi Team, good day; it is possible to block the file upload in the Data Attachemnt cell? theusers need to type an explanation, not just upload a file. Please let me know if it is possible. thanks in advance. Regards Mario G

Hello All, Anyone knows how we can achieve Consolidation- NCI, Equity pick up, GW calculation in OneStream?

Just wondering if anyone out there has figured out a way to report the attributes/properties of a Workflow profile.  What I'm actually trying to do as part of a security overhaul is determine WHERE a particular security group is actually being used.I am using the XFGetMemberProperty() function to pull security for all of my dimension members but I need a solution to pull the security groups used in each of our FPA workflows.There is no built in security dashboard report to provide this and the best advice I've received so far is to download the application and search for the security groups there.  That's one way, but we literally have dozens of security groups set up so it'll be a long and manual effort.Would love to hear from anyone who's found a better way to do this.  Thanks

Please can someone explain to me : 1. What is the best practices to set up the Parent Sort Order for entities in a legal (default hierarchy) and an alternative rollup.  2. How is it used (Best practices)  3. What is the impact if it is changed  I cannot find significant information around it.  

Is there a way to retrieve the Text field value in QuickView along with the $ values on the trended time report. The Country values are available in Text1 of the Entity Dimensions also have created a UD8 member formula to retrieve the values. But unable to retrieve both Country and $ values in one single Quick view.   Below is the format of the QuickView report. Where Country details can be retrieved from the U8#ENT_COUNTRY:V#Annotation:Name(Country). Any Idea?

What level of data do most of the companies import from their ERPs to OS, e.g. balances or transactions?  

Trying to use IC Member Filter on the account dimension to limit the entities that can be used at IC partners for the account.  Does anyone know the syntax needed; I don't see any documentation on it.  I tried a list of just one entity member name and that didn't work. 

Hi All, I was hoping to brainstorm a solution to a problem. Our auditors have requested a mapping of base-level data to the aggregated, financial statement line item data that appears in our financial statements. This is fairly easily done for the Balance Sheet, which only depends on the Account and Entity members to generate, but for the income statement we simply have too many data intersections (Account, Entity, Cost Center, Line of Business - generates about 15,000 rows of data) for a cube view to be able to process the request, even with suppression enabled. Currently, to work around the problem I've set up a book that loops through each entity (approx. 200) and exports an excel with each entity's income statement as a separate tab. I then have an excel macro that copies each tab into a single aggregated file that we can then send to the auditors. However, I was wondering if anyone has figured out a way to have OneStream do the work of aggregating all the tabs together so we don't

The client's consolidation stopped working on their top member after a specific point of time. From their earliest data point through 2023M11, it works fine. From 2023M12 forward it will consolidate only up to the members directly below the top parent. Nothing else has changed, except the data source. This was working as of a couple of days ago and suddenly stopped. I can see it running calcs fine, but the numbers in regular accounts do not roll up. Any thoughts? I've checked all the properties I could think of and turned off all calculations, but nothing helps.