OneStream Platform Forums

Is there a syntax to lookup the description of an entity that is NOT the pov entity?  In the example below the pov_entity is XXXXXXX_Canada, but the entity I want to pull a description from is 00250.  I am writing a rule in a ud8 member to try to pull this.Thank you,

Has anyone tried or had experience creating a report book for application reports? basically what I am trying to do is to create a report book to run for the Data entry audit(single user) report, when running the report book, it will loop through specific Users for "Actual" Scenario, and for time period by quarter instead of month. right now with the default set up of application, if I want to run this report for multiple users and multiple period, it's a very manual process so trying to see if there is a better way of doing this.   Thanks!

Hi all, Does anyone know if the standard OS security audit or application dashboard reports present a way to determine all of the objects within a OneStream application where a particular Security group is used?For example - let's say I have a grp called "E_WF_specialUsers" and I want to better understand where this group is used within my application (i.e. is it attached to the display group of certain user dimensions, or account members, or workflows, cube views, etc.). I can't seem to find anything that does this within OS but want to make sure I'm not missing something here. Thanks in advance, K.

Hi all,it's not clear to me the meaning of the Culture field in User's configuration.I thought that changing the culture (eg: from English to Italian) would change all the "core" labels of OneStream (I mean menu options, labels, etc...).Instead, looks like that everything keep on being presented in English.Is this right or my (local) installation is missing some package/configuration ? Thanks

Hi,through XFString I am able to get a string defined in the same Maintenance Unit (or in another MU of the same WS).Looks like is not possibile to grab the String from another WorkSpace, even if it's marked as "Shared".Am I right or am I missing a clue ? ThanksFabioG

Hi,         I am trying to build a Drill back functionality in one of data source connector business rules. I tried looking into One Stream reference guide on Data Source connector business rules and I found below reference for nested Drill back functionality. But practically when I tried to drill back on a drill back detail row, OS returns following message. The click on the drill back is not even calling the connector business rules any more. Can someone help me with the ways to code with nested drill backs. I tried to follow the examples from Golfstream application. Private Function GetDrillBackTypeList(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal args As ConnectorArgs) As List(Of DrillBackTypeInfo) Try 'Create the SQL Statement Dim drillTypes As New List(Of DrillBackTypeInfo) If args.DrillCode.Equals(StageConstants.TransformationGeneral.DrillCodeDefaultValue, StringComparison.InvariantCultureIgnoreCase) Then '

Hi ,Good Day!I'm currently building a dashboard in OneStream that allows users to select all possible points of intersection for dimensions and their members. Once selected, they can click a button to export the data to a file share using a Data Management export sequence. This part is working well, and the dashboard is complete.Now, I want to enhance it by capturing user details (who entered the data) and the timestamp of when the data was entered for each point of intersection. I'm wondering if there's an existing OneStream Marketplace solution or feature that supports this kind of tracking and logging.Has anyone implemented something similar or come across a solution that could help with this?Thanks in advance!

Hi OneStream Experts, Is it possible to extract the value of "options" from the data management export data step using a extensibility rule?I used a syntax above to retrieve it. but, unfortunately no luck. Any help or suggestions are much appreciated.Thank you. 

Hello,Could you please let me know the available options to pull trial balance data from S/4HANA Public Cloud into OneStream?Thanks, 

Trying to confirm if the spreadsheet tool in v8.5 is working for anyone in the following manner...Created dashboard with the spreadsheet tool.  The page renders fine...However, when doing something as simple as Save As, the following message is generated.Excel file is defined in the configuration.  One client mentioned this, so I tested this on another client with the same results.Heard this is fixed in v9.0.  Is this correct or am I missing something?Thanks for any input!Ed Puente

These templates can be customized or extended without requiring a complete start from scratch.  Wow, I saved hours using these. 12/24/36-month income statement trendYTD vs PYTD performance trendsForecast accuracy trend analysisVariance and driver-based analysis visuals

Hi,We have installed ONC after upgrading OneStream to version 8.5. Before that, we were using the standard application reports and attached the Intercompany Matching Report as part of one of our workflow steps. Is there a way to replace that by the ONC Intercompany report instead? It seems like we can only add the Frame_ONC_OnePlace dashboard as when we add the individual interco report we get the following prompt: Any ideas would be very appreciated.Thank you for your help!

Hi All,I'm working with FdxExecuteCubeView and cannot export the dynamic calculations in V#Annotation even though I have includeCellTextCols as True. The OS documentation also says that it's possible to extract Dynamic Calc results.In my CubeView I have a dynamic UD8 which returns the value kilogram in this case:   Here's the code I have right now:Dim nameValuePairs As New NameValueFormatBuilder(String.Empty,customParams,False) Dim filter As New System.Text.StringBuilder Dim parallelQueryCount As Integer = 8 Dim logStatistics As Boolean = False Dim includeCellTextCols As Boolean = True Dim useStandarFactTableFields As Boolean = False Dim dt As New DataTable dt = BRApi.Import.Data.FdxExecuteCubeView(si, cubeViewFilter, "","","","","", nameValuePairs, includeCellTextCols, useStandarFactTableFields, filter.ToString, parallelQueryCount, logStatistics) Return dtAnd the resulting data table shows 0.0 instead of kilogram: &nbs

Hi, my company's OS data integration with the ERP system has been set-up to load monthly TB's into OS and for transactional tables to sit outside of OS but with the ability for OS to query and drill-back to view transactions. The transactional drill-back function is limited in that a drill-down first needs to be performed to get to the detailed dimensional intersections at the lowest UD level before a drill-back to view transactions (at that precise lowest level set of dimensional intersections) can be run. It is therefore easier to use a stand-alone BI viewer outside of OS to view transactions.Am wondering - is it possible to load ERP transactional tables into OS (this may contain millions of rows spanning multiple years) and for OS to then display transactional level detail across higher-level roll-ups (e.g. viewing transactions across a cost centre parent rather than only at an individual cost centre level), or even display transactional detail in quick views, essentially making OS

Hi Everyone, I know we can use culture settings to show users localized member descriptions, or XFStrings to change text in dashboards, but what defines the display language of the core UI? If I wanted the desktop or browser app's UI to render in another language (e.g. French for certain users), what options do I have? Thanks

Hi I have a derivate rule that I created that returns the absolute value of an amount based on column name. The column names are assigned in the data source and based on the data source column it will either assign an absolute value or a negative value. I want to be able to pull a column in my derivate rule that is a text attribute column and if the text equals something like "S5" it will do some type of conditional logic. With my limited experience with derivative rules and research it seems this cannot be done via a derivative rule. First question: Is there a way for me to do this? Second: If not, is there another alternative way that I can extract the text field of a column and based on that to do some type of additional logic? 

Hi All,I am working on a Cash Flow Cube View to show the beginning cash, ending cash, and change in cash (activity) in three separate rows. All the base cash accounts are under the new parents (beginning cash, ending cash, and change in cash) in an alternate account hierarchy for the Cash Flow. We are using the BegBal_Dynamic flow member from the Blueprint app for beginning cash, EndBal for ending cash, and Activity_Calc for the change in cash. Figures are flowing in, but for these accounts the columns have a view member set to Periodic, QTD, and YTD. The problem is that figures are not representative of the View member, that is to say that they are all the same on the ending cash. Below is a screenshot and the Cell POV for each of the members. I am happy provide any other screenshots or additional information to get a resolution on this.Thanks in advance!MTD (Periodic):Cb#Batesville_Cons:E#LE_TOT:P#?:C#Local:S#Actual:T#2025M5:V#Periodic:A#End_Period:F#EndBal:O#Top:I#Top:U1#CC_TOT:U2#P

Hello everyone, I'm just wondering if there's a method or a way to delete ALL Data with a click of a button.I know about data management steps and the use of it along with the finance BR.So my concept and idea is that, I allow the user to select the member (step 1) or list of members (if step 1 is good). Then the user can click one button to delete all data. Why I want to do this is because let say the user want to delete a certain member, it will be easier for the user to do so.I tried to retrieve all the cubes that I have in the application and changing it via the scriptbuilder/databuffer method and setting the cell to 0 but the concept of DataUnit do not allow us to do so. Thus, I am here seeking for guidance and wisdom from the community. :)Thanks! 

Hi All,There are two files. I can decrypt one file but unable to decrypt the second file during the integration stage, getting this error:Session details have been confirmed. No changes there.Any thoughts how I can troubleshoot this?

When the Flow Processing Type "Is Alternate Input Currency for All Accounts" is enabled on a Flow member (as shown below Data Intersections become invalid for that Flow member and Foreign Currencies (USD, CAD).Entity BU_200 default currency is EUR. Note that when this property is not enabled the foreign currency cells are valid.My understanding is when this setting is enabled the foreign currency data cells should be enabled for data load or input. Appreciate any clarification on this.

 In the world of Enterprise Performance Management (EPM), clean and accurate dimensional mapping is essential for a reliable reporting process. Fortunately, OneStream makes this easier through its robust Transformation Rule framework, which intelligently handles new dimension members automatically.Whether it's a new GL account, cost center, or entity, OneStream’s transformation engine ensures that new data doesn’t derail your process, even before user intervention.🔍 Key BenefitsDynamic Member DetectionWhen a new source member enters the system—say, a newly created account in the ERP—OneStream flags it immediately as “Not Mapped” in the staging area. This provides the user or administrator with a clear indication that attention is required. Mapping can then be quickly added or adjusted to keep data flowing seamlessly.Centralized and Flexible MaintenanceTransformation rules support Wildcard and Dynamic Mapping, making it easy to set default routes for unknown members (e.g., directi

Has anyone built a cube view, or more likely a dashboard, that can automatically compare the base level members of 2 or more hierarchies in a dimension to identify exceptions?  We do this manually now in Excel but was asked by the users to put this comparison in OneStream. I thought this might be an application report, but I don't see anything close.  Also, we are currently on v7.4, so if there is a feature in the latest version please pass along. Thanks!  

Hello OneStream experts, We are trying to extract a maintenance unit and all it's components underneath it using a BR/Extensibility rule with the latest OS version - 9.0.1. But, however after the run we could able to see a empty xml in the fileshare folder. Below is the snippet of code which we are using. Any suggestions or help would be greatly appreciated. Thanks!Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try Select Case args.FunctionType Case Is = ExtenderFunctionType.ExecuteDataMgmtBusinessRuleStep, ExtenderFunctionType.Unknown 'Get Configuration Settings Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) 'Data Management extract location Dim folderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si, True, configSettings.FileShareRootFolder, si.AppToken.AppName

Hi Everyone, Is there any possibility not display Dimension icons in the cube view reporting?   

Hi, while reviewing the Workflow status view in the Cube root profile, I noticed a second tab called Cube that I hadn't previously paid much attention to. The tab appears to be empty. Does anyone know if this tab can be customized, for example by adding reports? What is the purpose of this page?