OneStream Platform Forums

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.     

Hi There, I am trying to create a book with a loop on our UD4 (project). I have it working but I want to add an IF statement to filter out tabs that contain no data. Referencing a previous post, I tried adding an IF statement to filter out an account (A#TotSGA in our case). This is the statement I am using, but it doesn't seem to work. XFCell(Cb#00_CorpRpt:E#7420:C#Local:S#Budget_V2:T#2024:V#Periodic:A#OtherSGA:F#EndBal:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#|Loop1Variable|:U5#Top:U6#Top:U7#None:U8#None) <> 0.00 I have attached screenshots and referenced the previous topic below. Any help is appreciated! Re: Suppress NoData Tabs in Book Using Loop - OneStream Community (onestreamsoftware.com)  

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? 

Hello All, I have a cube view in which i am using on the Row Level a GetDataCell Function, example GetDataCell(Account1+ Account2): Name (Trade). on the column level i have a Comment using the V#Annotation:Name(Comments). however, on the GetDataCell the Comment is highlighted in Green. is there a way to be able to allow the user to write a comment on row that contains a GetDataCell function? 

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.

Hi all,I have a DynamicCalc account where the Text6 property is populated. I also created a UD8 member that dynamically retrieves the POV account and returns its Text6 property. In my Cube View, I set the POV for this UD8 column to Annotation.This works well for all non-DynamicCalc accounts... I can successfully retrieve and display the Text6 property in the Cube View. However, for DynamicCalc accounts, the Text6 property doesn't appear. It seems like OneStream can't resolve the property for DynamicCalc members in this context.Has anyone encountered this behavior? Thanks in advance!UD8 member filter: 

Hi all, Does anyone happen to have the correct syntax for an XML file that modifies a single attribute (member property) and can be uploaded to OneStream without resetting other member properties? A bit of background, I have to add content to the Text7 field of over 3000 members.  I tried one version of a XML that only referred to the Text7 property for a single memberBut when I loaded the xml, some (but not all) of the properties for that member reverted back to original defaults.  On the plus side, it DID update the Text 7 field. I'm clearly not defining my XML properly so if anyone has an example of the syntax I can use to update a property without affecting anything else, I would love to see it. I realize I can extract all 3000 members to an XML, but if the Text7 property is not assigned anything, then that property doesn't get included in the extract (otherwise I could simply do a global search/replace):  in order to fix this I would have to write a script to r

Hi everyone, I have an issue in understanding how to implement multiple import steps within a workflow. My client will load data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as "adjustments" to the previous data loaded on the cube. At each import step, however, the data will be loaded in full (with eventual adjustments) and should overwrite the data loaded through previous import steps (and this is the reason why we don't use forms but we use multiple import steps). For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on. The problem now is that since we are using a different workflow profile at each step, the system does not automatically overwrite the data loaded through the previous workflow profile, and therefore the

Hello dear community members, Background: We have had situations with month end workflow load validation errors which were fixed with UD1 mass upload. Few UD1 members ended up in Orphans, as the Parent did not exist yet in OneStream at the members mass upload step. The validation error disappeared and the workflow was complete. However, this created an Out of Balance and it was difficult to retrieve the issue.  Questions/potential solutions help required: Would it be possible for the month end Workflow load Validation error to ignore Orphan members and still get an error even when we create members and end up by mistake in Orphans. Is there a way to delete Orphan members with a BR? Is there a way to stop the Metadata builder xml file to create Orphans when a parent is missing from OneStream? Thank you in advance for any idea/suggestion/tip/hint.

I am looking to upgrade from 7.1 to 8.  In the process of compiling dashboard extender rules, I get the following warning message.Warning at line 50: 'Public Overloads ReadOnly Property TaskInfo As XFSelectionChangedTaskInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality. Use SelectionChangedTaskInfo instead.'. Question.  Is there an alternative syntax that will achieve the same result?  As best as I can decipher, the code in question (below) is to retrieve the value from the bound parameter LastActMonth_BDA into a new variable titled newLastActMth.Dim newLastActMth As String = args.TaskInfo.CustomSubstVars("LastActMonth_BDA")

I would like to use a parameter value in a KPI in my API_Calculate business rule. I have a literal value parameter and we will change the default value ahead of time to control which formula runs. I'm trying to pull the current default value with the following: Dim param As String = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si, False, Nothing, "myFlag") When it gets to that line it throws a "Object reference not set to an instance of an object".  Any ideas?

HI, OS has report to verify extensibility. I wanted to know based on exp that what happen when report has an error from technical perspective. We have some ragged hierarchy to full fill our req, but report shows an error so trying to understand if consolidation won't work if that is the case. By they are in UD. 

Hi ,  I am trying to use the V#Trailing2-12MonthTotals in my reports. Could any expert users please advise if the TrailingTotal in View Dimension works only for P&L numbers or they work for Balance Sheet and Retained Earnings totals also.  Any reponse will be much appreciated.  Thanks Sam