OneStream Platform Forums

Hello, What happens to the OneStream application when a database shrink is performed? Are there any risks associated with this? Thanks  

Hello All, Is there a functionality of Change of reporting period for entity (From Jan- Dec to Apr-Mar) in OS. For Example, if currently I am working for FY Jan to Dec but in future, I want my FY to be changed to April - Mar, so how can I achieve the changes without getting any impact in the historical data?

Using the below rule it seems my derived Zeros are being copied as real data zeros as a result of my Forecast Seeding data calculate.  This is causing a problem with my "isrealdata" check in my override rules.  I can do a work around on my Actual data by copying the already calced amounts and then suppress the calc rules, but then if the users have forecasted override changes they won't work.  I guess my question is can you use a Data Calculate that will result in derived zeroes for the copied Actual periods? Case "FC_Sep" Select Case curMonth Case "M1","M2","M3","M4","M5","M6","M7","M8" api.Data.Calculate("S#" & curScenario & ":O#Import:V#Periodic = S#" & actScenario & ":V#Periodic", "A#Balance.Base",,,,,,,"U4#Top_Srce.Base.Remove(Calc)",) api.Data.Calculate("S#" & curScenario & ":O#Import:V#Periodic = S#" & actScenario & ":V#Periodic", "A#Nat_Net_Ctrl_Income.Base, A#S_Dozens, A#S_NCIpct",,,,,,,"U4#Top_Srce.Base.Remove(Cal

Hello, When working in Workflows > Budget scenario, I would like to add a new column in People Planning that would depict new annual salary after discretionary merit increase. Any idea's?

Need to burst out a file (ie multiple tabs) in excel to non-licensed users (ie preview of dept expenses for Fcst to managers).  I have done this with output being pdf (CV's and FXGets via Books), just not sure how to do with output being excel.  Right now I have it all working (bursting, passing parameters,...) and delivering an excel doc, just can't figure out how to convert the FXGet formula's to values.  File is getting delivered but still with the formula's.  This is when I am just using a direct link to the excel file on my App Doc's folder.  I have tried to insert the excel doc in a book but that just delivers an empty excel file.  Not sure what I am missing there.  Direct link to Excel allows the Supplied Parameters to be found and populated so I am thinking I am missing something on the Book setup. Anyway - Anybody been able to send excel FXGet report converted to static values via Parcel Service?  Can you let me know what I have missed.

Hi! We are exploring using Parcel Services for mass reporting. We would like the flexibility to create reports in Excel using XFGet formulas (as opposed to created Cube Views in the desktop) and then burst them into individual reports for different users. Is this possible, or has anyone come up with another solution for mass reporting with the excel add-in? Beth

Hi Experts,I have to eliminate Equity and write elimination portion to NCI account. as part of this firstly i am testing with one of the equity accounts i.e "Sharecapital". For this i have written a rule as below and when i execute no errors as well no results. i do not see any reversal entry in C#Elimination.O#Elimination of source buffer value.Kindly evaluate and help me if i am missing anything in the rule. even i do not see any record in the source buffer log. but there are records at C#Share for A#Sharecapital account. Rule >>>>Case Is = FinanceFunctionType.ConsolidateShareDim entity As String = api.pov.entity.NameDim entityID As String = api.pov.entity.MemberIDDim Pown As Decimal = api.entity.percentOwnership(entityID)Dim Pcon As Decimal = api.entity.PercentConsolidation(entityID)Dim pmin As Decimal = Pcon-PownDim vMethod As OwnershipType = api.Entity.OwnershipType(entityID)If Pown > 50.0 And Pown < 100.0 AndAlso vMethod.ToString = "FullConsolidation"

hi all, I wanted to retrieve a workflow status and form status.  I am able to do this using the data adapter method query for the same. I also wanted to assign a user responsible for each workflow and retrieve that info . I was thinking of doing this using one of the workflow text properties. How will i be able to retrieve that info into my status report? has anyone done something similar?  

Hi, Does maybe anyone know how can I get a status of a single process in workflow from BR? I was trying to use method GetInputWorkflowStatusForMembers, however I can't select any specific process there: Dim wfInfo As WorkflowInfo = BRApi.Workflow.Status.GetInputWorkflowStatusForMembers(si, cubeId, entityId, scenarioId, timeId) I need this check in Extensibility Rule as it will be ran using DMJ. Many thanks!

Is it possible to change the color or format the header of a column of a SQL table editor component??  

Hi, I'm trying to run a cube view, but after running it I'm getting this error message "Error processing dimension. The item was not found. Dim, OneStream.Shared.Common.DimPk, 0, -1.". Other admin/super users are able to run it successfully without this error, but myself and others can't. Anyone have any idea?  

I am stopping users from running forced calculate/translate/consolidate with the following in "WcfEventHandler".  If args.IsBeforeEvent AndAlso (args.WcfServiceType = WcfServiceType.Calculate) AndAlso (args.OperationName="CalculateChartLogic" OrElse args.OperationName= "StartConsolidation" OrElse args.OperationName= "StartProcessCube" OrElse args.OperationName= "Translate" ) Then Dim isForced As Boolean = args.inputs(2) If isForced = "True" Then args.Cancel = True Throw New XFException(si, New Exception("You do not have access to Force Calculate/Translate/Consolidate.")) End If End If How do I stop users from running these functions in a report in excel? 

Hi all, I am building some form templates for my workflow profiles, and have a query regarding the best way to setup the form template and entity parameter (setup below):   I would really like to be able to have users navigate between the forms, and the entity POV that they have selected in the parameter remain constant between forms. As it is now, when they move from a form, it always goes to the top entity in the list. I have some workflows with 20+ entities, and it may be that someone is working on the forms for just 1 entity at a point in time so has to re-select the entity each time. I've seen a "Sticky POV" idea raised on IdeaStream, but that hasn't moved since 2022.  I have seen mentioned at Splash that there's an option to have the user state pov remain through a business rule, but haven't seen anything other than a SetUserState? And I'm not really sure how to write the code and apply it here.  Any advice would be really helpful.  

I have stats account, user is input the numbers for September Time period at base level in Actual scenario for Periodic combination and the -ve number are showing in October TImeperiod. that -ve number is YTD of September. as user is requesting to clear that October Actuals -ve data. Is there way that we can delete and also, I am surprised how this -ve number flow into the Oct Time Period. The flow is EndBal_Input. users are entering the number from quickview. Any suggestions to solve this issue?

Im being given an account consisting of 4 numbers, a - and 4 more numbers like:5150-0707. Im using range TR to map to the OS accounts, so for example 5000~5050-0304 works fine, but if i put the ~ after the - like this: 5000-0001~0304 it doesnt work any more. is there any way to fix this and make it work?

I'm sure this question has been asked before in the forum, but I just couldn't find it in the community. We have this requirement where in the same Actual scenario, Corporate (a group of users) can only access the Actual data after  the actual data is finalized by different entities. Any point of time leading to Day X, the entity has the control to pull the switch on releasing the data access to Corporate. On Day X, all the data is made accessible to Corporate. I thought about slice security, but it doesn't seem to accommodate this requirement due to the static nature of the DU filter; neither does Conditional Input, which doesn't control the general data access. Can someone please shed some light here on this design whether it's possible to lock down a group of users by time period? 

Hi all, I'm trying to find a way to extract comments and text inputs using a data management job. OS doesn't let me select V#VarianceExplanation member in the dataunit section. Error processing Data Management Step 'ExportComments'. Non-numeric View member 'VarianceExplanation' cannot be used in data filter Any help is appreciated.

When loading data, all of our accounts from source match the names of the account in OneStream so we've always used a *:* rule for the account maps. However, we have a new dataset coming in and we need to flip the sign for those accounts that are of account type Revenue in OneStream: not assets or anything else, just revenue. I have working code that will conditionally do something if it's a revenue account else pass through... but I don't know what that something should be to flip the sign. Other people have posted questions about how to do a sign flip in a complex expression but there are no answers. I definitely do not want to maintain a manual list of 1,500 1:1 rules that do nothing but flip the sign. The complex expression feels like the only scalable solution but this detail is missing.

Does anyone know how to write a formula that calculates an average based on the POV's number of days? Thanks

I have a client that has a app with 7 years of data in it.  They would like when we get to the end of 2024 to chop off the last year in the app so that in only ever has 7 years of data in it and archive that data to another app.  Just curious on how people are doing this with chopping off a year and putting it into another app.  Thanks

Dear coleagues,  when I need to change transformation group within multiple transformation profiles I wanted to export XML file, do the change and then reupload it. Unfortunatelly it add new group but does not remove the old one. I guess the merge approach it to blame.  Do you know a way how to do this excersise in more sophisticated way than running a clicking derby? Thanks for help!

Hello OneStream CommunityDoes anyone know how to get the data source time to use the WF time instead of the start Time range scenario . The import data source is using the start time instead of the WF , POV time. Thank you

Hi All Is there a way to set default date to Now() in the Date Selector component of the Dashboard? Thanks,

is there any documentation available explaining the details of File Explorer? What each of these folders are, when these will be used, these are consuming large hardware space, how to purge files in these folders, what are the pros and cons of purging. I feel there is a lack of documentation in this area.  

Hello, I have created a Workspace with is Shareable Workspace set to True (workspace 1). From another workspace/ cubeview group/ cubeview I would like use the row from a cube view in workspace 1. I am not using parameters in the cubeviews (yet). If I run the main cubeview I get the error message What can cause this is? Do I need to reference in row sharing to a specific workspace? Regards, Arjen