OneStream Platform Forums

We have an Excel workbook with a *lot* of embedded cube views and table views. Some sheets have two Cube Views with Excel formulas showing significant differences. Others have stacked Cube Views showing Import, IFRS Adjustments and Total. We cannot use Books because of this. It takes about an hour to refresh the workbook so we want to automate the refresh somehow.Anyone have any suggestions about how to automate the refresh?ThanksMarcus

Has anyone seen the above error message or have thoughts on what it might pertain to.  I am trying to load a delimited file to a BI Blend table. My test file only has 5 records. When I import the data it gets to 12% Complete - Translating Cache step. The only place I can find a reference to this field is on the file suffixed with '_RS'. BI Blend definition  Error Msg:  

Dear community,We are using a Dashboard Extender Rule to trigger a ExecuteCustomCalculateBusinessRule.The business rule that we are running is a finance business rule that contains databuffer formula's.Since we can only run a finance business rule for one entity, we have created a MemberList that is running the Finance Rule each time for one of the 1500 legal entities that we have.This caused a Server Timer Out error.Do you know if  the ExecuteCustomCalculateBusinessRule runs for each entity separately or for multiple entities in Parallel that is  causing this TimeOut?  

I'm building a cube view with the above requirements. It should should something like A#Net_Income.Tree, but in reverse and it should also exclude base members. I've tried a few combinations like A#Net_Income.TreeDescendantsInclusiveR.Where(HasChildren = True) (no results) A#Net_Income.Tree.Where(HasChildren = True) (only shows top member) A#Net_Income.ChildrenInclusiveR, A#Net_Income.Children.Children (wrong sort order) I've also tried including the .Remove() function in a few different ways with no results. Manually specifying the base members is not an option. I believe the issue is that the .Where(HasChildren = x) function is not compatible with the .tree expansion. Has anyone built a report with these requirements that could guide me in the right direction? Thanks in advance.

Hello,I'm using OneStream version 9.0 and have built a dynamic dashboard that serves as a container to display other dashboards. The dashboards being displayed were created in older versions of OneStream and use parameters to define embedded dashboards.When I try to open these dashboards within the dynamic dashboard, I get the following error message:#ERROR: Unable to open embedded dashboard '[dashboard to display name]' while processing component '[my embedded dashboard component]'The dashboard to display name is correct, so the parameter seems to be working. Also, when I open these dashboards directly (outside the dynamic dashboard), the embedded dashboards display correctly.Is it still possible to use parameters to define embedded dashboards within a dynamic dashboard in version 9.0?

Hi Everyone, I have a requirement to pull the data in a particular format in my cube view. I have entity dimension members in a row which gets pulled from the cube. I have to pull the respective opening dates of the stores from the custom table in the cube view as a column. I have created the custom table (with store and opening date) and used a business rule to pull the opening date from the custom table. Now I want to display this in the cube view w.r.t the stores we are pulling in rows. For ex if we have a row with Entity (store) tx0001 in the cube view which has an opening date for the store in the custom table. This opening date needs to be displayed in the column w.r.t to the store in the row. How to achieve this?    Thanks, Jeevan  

Using an expansion such as .Tree is there a way I can have the header text display the member description for parents and the name & description for base members?

HI Experts,  I have a parser rule that looks at current attribute 9 and compares it with attribute 9 of last year December load and returns it as attribute 10 which helps me map the differences in Tiering. My issue is - the file is huge around 15k lines and its taking ages for this comparison. How can i make it run a bit faster ? Any help would be appreciated.   PARSER RULE BELOW FOR YOUR INFORMATION: Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As ParserDimension, ByVal args As ParserArgs) As Object Try     Dim Time As String = BRApi.Finance.Time.GetNameFromId(si,si.WorkflowClusterPk.TimeKey) Dim WfYear As String = Time.Substring(0,4) Dim WfYearPrior As Integer  = WfYear - 1 '   'Get the fields for comparison Dim AttrColPosition As Integer = 97 Dim CurrString As String = api.Parser.DelimitedParsedValues(AttrColPosition) 'Brapi.ErrorLog.LogMessage(si,"My Currr A8  is " &CurrString) &nbs

I am trying to create a fx account that would dynamically pull based on scenario.  Below is the code I used for actuals and budget rate and it works great, however, for our forecast rates it does not pull any data.  The picture below shows the names of our fx rates, ie FCST_111 etc.  How do I create an account that would pull Fcst rate associated with the relevant scenario, ie S#fcst_1_11 = fX RATE = FcstAvgRate_1_11   Dim viewMember As ViewMember = ViewMember.GetItem(api.Pov.View.MemberPk.MemberId) If viewMember.IsAnnotationType Then     'Return an empty string if this is a text-based dataCell.     Return "" Else     Dim destCurrId As Integer = api.Pov.Cons.MemberPk.MemberId     If destCurrId = Currency.USD.Id Then                     Return 1.0     Else&nbsp

Is it possible to create a data source to load annotations only from a flat file.I am tagging the annotations in the flat file with the View dimension.It seems like the data source always wants an "Amount".  Is this case I have no amount so when I Ioad the data file, I get an error that "No Valid Data Keys in File".  It seems that this should be possible.  Maybe I should do this via Excel loads. 

Hi, I am attempting to upload files for our Narrative reporting and I am failing miserably here... I would like a CubeView report in either Microsoft Word or PowerPoint. I have following the instructions online within Word to Insert >> Field >> DocVariable and input the Syntax as instructed: I add it to my Narrative files and keep getting errors about parameters. I went as far to change the report so there are no parameters and all the dimensions are defined within the CubeView. Any ideas what I could be missing? Or does anyone have an example of what they used for their syntax and uploads? I can't seem to find this initial step.     

In-Sheet Actions In-sheet actions enable you to quickly interact with your data directly in Excel and Spreadsheet. Creating a button streamlines the following actions:  Refreshing a worksheet or workbookSubmitting a worksheet or workbookRunning a data management sequence When you insert an In-Sheet Action button (e.g., Submit, Refresh, or Run DM Sequence) on a Quick View sheet in Excel:It defaults to size 12 fontAttempts to increase the font size (e.g., via Excel formatting) often do not persist after refresh or submissionThis can make the button look too small or misaligned in more styled dashboards. If you managed to format this In-Sheet Action very well, I would appreciate your input. Cheers

Hi Experts, I have a dynamic read only cube, source of this cube is a relational table having details like salary band, department, position, benefits %, tax %, etc. I am simulating some calculations in workspace assembly and setting records in the dynamic read only cube. I see expected data at base entity levels. How can I see correct data at the top entity level? Entity structure: I see same data at multiple levels. Asia and AllRegions data should not be same.  Also drill down results are same at multiple levels which is weird. So if we are setting data at base entities in a dynamic cube, how does consolidation work here? JackLacava​ , would you please clarify this?  

I came across this piece of code today:If (((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) And api.Cons.IsCurrency())I'm guessing the last statement is to be sure that your Cons dimension POV is not on a "non-currency" member such as Elimination.  Have I guessed correctly?  And if so, then wouldn't this already be accounted for in the api.Cons.IsLocalCurrencyForEntity condition?If I haven't guessed correctly, then my question is what does this condition check for? 

I created a Reporting book with a loop on CC's. Is there a way I can filter the Tabs without data in the Report? I am planning to implement and test the options listed below but I also wanted to check with the OS community if they ran into this issue and the solution they implemented to fix this Issue. 1.Assign a Text to the CC's with Data and use IF condition to only export data for the Cost Centers with the Text 2.Create Alternate Hierarchy for the CC's that have Data (Note: This list won't change)

Hi all,I'm working on a Data Management to "Export Data", launching it from a Dashboard.Everything works fine, since filters (Cube, Entity, Account, Flow, etc) can be parametrized through Parameters.Is there a way to parametrized also the Options such as "Include Zeros", "Include Member Descriptions", etc ? I see that at UI level I can only choose between True and False, but I'd like to manage them from my dashboard.Thanks in AdvanceFabioG

I have DEV and PROD OS environments. Is it possible to export the Gateway Configuration details from both OS environments and configure in one single Local Gateway Server? Or Do I need dedicated Local Gateway server for each OS environment?

Hello OneStream Experts, I was wondering if it is possible to set a value or retrieve a value (using XFGetValue) from user input for the "options" in the Data Export of a Data Management job while developing an Extensibility Rule.The goal is to give end users control over Data Exports without granting them access to the Application tab.Below is the code I developed to execute the Data Management sequence. I noticed there are a list of options that can be leveraged; however, I have not been able to set any values for these options. Any help or suggestions would be greatly appreciated.Thanks! 

Hi there, Im looking for tips and tricks, whether thats any tips on turning an excel file into a OS report build etc. Any insights or documents are appreciated!

So we have the GetBaseMembers method (or the GetChildren, or the GetDescendant or event the GetMember) that would return instances of the Member class.What is not clear (at least to me) is how I could filter returned members based on security.I could set Nobody in all the member Security's fields of a specific member, but it keeps on being returned by (for instance) the GetBaseMembers.I'm wondering how I could get only visible members, applying a filter that won't return them from the call.Also, it would be nice to know, given a member, if it can be seen, read or written.Two ways to get the same result, for different scopes.ThanksFabioG

Hi all, We have hundreds of historical (no longer valid) accounts sitting in a cube and we are looking at ways of de-cluttering resulting data retrievals to avoid seeing them.  But additionally, we want to prevent any accidental loading to these accounts from the source system. For reporting, I know we can populate one of the text fields with some text and then combine that with a Where() clause to filter out these old accounts. But, from a data load perspective, just wondering what the risks / benefits are of utilizing either (or both) of the In Use or Allow Input attributes; to prevent accidental loading of data there. We want to be able to continue to see any historical data for these accounts and be able to drilldown from the parent account and see that data. There are no member formulas associated with these - they are all base accounts. We don't care about the Scenario/Time specificity capability If anyone is using these attributes would very much appreciate any recommenda

We have a Fcst BR that copies from a support scenario into our main Fcst Scenario.  Our issue is that it will still overwrite data in the main scenario even when that scenario's Entity is certified.  How do I prevent BR's form updating data that is certified.  We had closed/certified our Fcst and then someone not aware was in a form that allowed them to update this supporting details scenario and saved which then updated the Fcst scenario. Is this something that can be managed on the Scenario setup - ie not allowing changes when certified or is this a type of loophole with BR's I have something similar I do for data loads where I check the status of the WF before running an automated Import/Validate/.../load process.  in this case I am trying to prevent a ton of error messages when it gets to the load steps and finds the entity is certified.  Would there be logic that could check the status of an Entity vs. WF that I might be able to insert into my BR.

I have drilled down to the bottom of both Origin and UD6 dimension which shows the data was loaded by corp accounting team.  However, i cannot view Audit history for Forms - it continues to show as grey'd out.   Does anyone know how to enable the audit history?  thank you.  

Hi everyone,We are uploading portions of our budgets in Excel templates across multiple years.  The data is imported across all the years in one shot, but the validate and load steps need to be run year by year if imported through the workflows we have set up.  Does anyone know if there is a way to execute the validate and load steps across multiple years through a rule?I know we can use the batch harvest folders, but we're hoping to keep the workflow steps as close to those used in other processes as possible.Thanks, James

Hi Team, WhatIF_R&O_Adj is a Workflow Channel, and it is assigned under "Financial_WeeklyProcess" - "Base_Input Profile" (Refer the 2nd screen shot). when we are trying to unlock the channel. getting pop up like "'mnuWFChannelLockWhatif_R&O_Adj' is not a valid value for property 'Name'." and it is not listed under WF channel list(Please refer 3rd screen shot). Kindly help us to resolve the issue.     Thank you, Shiva Prasad.