OneStream Platform Forums

Hello, We are working on a navigation dashboard which navigates users to corresponding workflow when they click on a button. It works perfectly but we want to go further. In stead of positioning on the workflow (for example, current WFProfile is ConsoReporting.EntryForms1), is it possible to directly open the first required form on this workflow profile? Thanks in advance.

In version 8.2, rows get suppressed when using .Tree in combination with an indent level…is this expected behavior? For example: If I setup a cube view with Accounts in the row (e.g., A#Account.Tree) and have indention set to 0, it will display the account and its descendants properly. But, if I change the indention to 2, the row will be suppressed.

Is it possible to create a custom user prompt / error message to pop up when a user tries to complete a Form and triggers a FormsEventHandler? I have tried throwing an Exception as below but the problem is it includes additional information about the business rule error that is irrelevant to the end user and could cause confusion. Is it possible to create a cleaner message that just contains the message itself.    

Hi,I have a report book with Report item which contains a Dashboard Report. The Dashboard component is a Grid View with a BI Blend Data Adapter.I get the following error when the report book is opened from FileShare.I am using Dashboard Report type in Report Book, and per Design and Reference Guide: The chart and report items are application dashboard chart components, rather than dashboard components.Does it mean I cannot use the Grid View Component in Report Book? I have the BI Blend data in a Dashboard Grid View component, and I need to get this into the book.Please let me know if you are aware of any workaround to achieve this. Thanks in advance.AK

Trying to do a QTD Average during the second month of the quarter.  Using the v#QuarterAvg did not work as it includes all months in the calculation.    

We can create books that contain Excel Export Items but when using parcel service to send them, they are attached as pdf files. We need to send them as excel files. 

Hello, Is there a simple way to apply multiple data sources into one BI Blend Dashboard Graph? For example, a bar graph that compares Actual sales to PY.  I am running a SQL script to return data for my data adapters. I've added them as components to my BI Viewer, and can select one or the other under the "Data Source" drop down. I just can't manage to get both sets of data into one chart. I know this is feasible but think I am missing something. Thanks!

I'm trying to run cubeviews by way of the REST api on Version: 8.2.2.16127 We use PAT tokens for a native onestream user. Suddenly I started receiving meaningless errors about a day ago like so: "An error occurred returning data for 'Cube View RPT_SVC_PbopHierarchyBase', Please check the Error Log for more details. Unable to create database connection. There is no open application"         Does anyone know what this means?  Is it a bug?  Any help would be appreciated.

Dear all,   Is there any file containing the detail/syntax of the functions? I'm thinking for instance in an XML file or something similar.   This is a similar question already posted, but I'd like to know if there's an update. Solved: documentation/list of functions in OneStream Namespaces/Libraries - OneStream Community (onestreamsoftware.com) Thank you in advance. Carlos

Hi All, We have a requirement with regard to our data mapping. There are certain data fields which are marked as XXXXX. We want to skip these by using for example X? and X* but that does not seem to work. How can we simply skip every value which starts with and X? Thanks in advance.

Another system on the network is pushing data into OneStream using a REST API. OneStream has a DataManagement group and a step to absorb this data. Is there a way we can pass back a custom response to the calling system?   Thank You for all your help in advance. Indu

Hi All,  we are trying to check the data before deleting a member, the issue is with derived data if we have derived data in that member not able to track it. while deleting the member it show having data but in real there is no data only 0 derived is there not sure how to handle this. Please let me know if any more details required.  

Hello, I'm tying to read files from an azure fileshare mount as a disc unit in the same server  where SIC is installed. I guess this has to works as a disc unit C:/ but the business rule throws an execution error Could not find a part of the path 'z:\\Temp\\zw_2023.csv'. this is part of the code that I'm using Public Sub CleanupData(ByVal si As SessionInfo)Dim objRemoteRequestResultDto As RemoteRequestResultDto = BRApi.Utilities.ExecRemoteGatewayBusinessRule(si, "TestFile", Nothing, "remote_test", "DeleteOldFileData")If (objRemoteRequestResultDto.RemoteResultStatus = RemoteMessageResultType.RunOperationReturnObject) ThenDim result As Booleanresult = objRemoteRequestResultDto.ObjectResultValueDim objRemoteRequestResultDtoCached As RemoteRequestResultDto = BRApi.Utilities.ExecRemoteGatewayCachedBusinessRule(si, "TestFile", Nothing, "remote_test", 90) BRApi.ErrorLog.LogMessage(si, "File Deleted: " & result) ElseIf (Not (objRemoteRequestResultDto.remoteException Is Nothing))

I'm trying to convert a 5YP forecasting file into an XFD excel import file. Unfortunately the business currently plans by year and 'scenario' (UD5) on the column so it's not as simple as adding the xfd tokens in. This is a simplified example of the planning file: Has anyone got any prior experience of creating an xfd file with multiple dimensions in the columns? Ideally this would all be kept in one sheet, rather than splitting it one sheet per UD5. 

Hello, I'm having a lot of difficulties in trying to connect to my local gateway to execute a business rule that would insert values from a datatable into a local sql table. The examples providing in the documentation look incomplete or contain errors. My gateway is called : abc_gateway and redirect to my local machine which is online I have a custom database server connection which is redirected towards my local machine 'abc_local' My business rule that will invoke the BR on my local machine (this business rule currently sits in a workspace assembly) :   Dim GatewayName As String = "abc_gateway" ' Name of the GatewayDim SICFunctionName As String = "SIC_Functions" ' Name of the SIC Function to runDim RemoteMethodName As String = "RunOperation" ' Name of the method inside the SIC Function that will be called.Dim resultdatatable = BRApi.Utilities.ExecRemoteGatewayBusinessRule(si, SICFunctionName, Nothing, GatewayName, RemoteMethodName) Then I have a smart integration function in

There is different time zone between System - Security Logon time show 3.32pm (UTC+8) and in User Overview Dashboard show 7.32am (UTC). Possible synchronize showing same time zone which follow System - Security Logon time show 3.32pm into dashboard. Please advise how to update in dashboard. The rule is  Select Name, Description, Email,LogonTime --CONVERT(nvarchar, LogonTime, 110) as 'Logon Day' --DATEDIFF(dd,LogonTime,GetUTCDATE()) AS 'Days since last Log on' from secuser    

Hi All,   I am unable to clear the staging data even after doing " Clear" from import and "Clear all imported data from Cube" by giving right click on the period, Can anyone suggest how to clear that?     Thanks in Advance

I am creating a tableview and I would like to pull the timestamp of when all our sub-workflow profiles were locked. I can audit each and get the lock history so it is stored somewhere. We have our workflow profiles set up like this: Jan->Import->IC Matching->CAC->Close Month End (Certify Step)->Other reports->Close reports (Certify Step) Right now I can pull whether each step is locked using "BRApi.Workflow.Status.GetWorkflowStatus().Locked" and can get the timestamp of a profile with a certify step using "BRApi.DataQuality.Process.GetCertification". When I use "BRApi.Workflow.Status.GetWorkflowStatus().LastExecutedStepTime" it pulls a timestamp only for the top step and the certify steps (however in one of our dashboards we use this method to pull the timestamps of all our sub-profiles). This however is still just the last step done and not the actual locking time displayed.   Dim icInfo As WorkflowInfo = BRApi.Workflow.Status.GetWorkflowStatus(si, BRAPi.Workfl

I have added below as improvement suggestion in IdeaStream. In have some cubeviews with page captions that give some details on the content, when I use a dashboard with Tabs in a workflow, the description of the Dashboard component becomes the page caption. Is there another place where I can add a caption? Example: Cubeview has Page Caption:  Outbound Freight Rates Direct Shipments from |CVUD2Desc| |CVScenario| |WFYear| in USD (Incoterms based on customer master data), it shows like this: Dashboard component cubeview has Description: Outbound Freight Direct Shipments and this becomes the page caption like below: I would like and expect to see the page caption as maintained in the cubeview.              

Hello,  I am wondering if there is a way to save cube view parameters for individual users?  For example if a user has a cubeview they run often and always have to select through several parameters, is there a way to set this up so they options are always saved and they can just updated the date? Or would this be something a book would be created for?   Thank you for your help!

My application has a weekly time dimension? I am trying to find a function that will derive prior weeks so I can calculate the Trailing8WeekAvg and Trailing26WeekAvg. I am able to get the last actual week via a literal value set by a combo-box. Based on the last actual week, I am trying to get the prior week. I have tried  api.Time.GetPriorPeriod(api.Time.GetIdFromName("2025W8") and it returns the prior month 2025M1 not the prior week. I also tried: 'Dim dPriorWk1 As Decimal = api.Data.GetDataCell("T#PeriodPrior1(2025W8)").CellAmount which passes the syntax validation but then returns an invalid script error. I have tried encompassing 2024W8 in [] or quotes and still get an invalid script error. I also tried V#Trailing2MonthAvg and V#Trailing6MonthAvg but they only work for Months. All suggestions are welcome. Thanks.

Hello,What are the factors one should consider while deciding between whether to create new cube vs using new scenario type in existing cube for different processes like Forecast/Budgeting etc. Will creating new scenario type would put any performance issues on existing processes (say for Actuals)?We don't use any extensibility currently in application, and only using Consolidation (Actuals) with Account recs.Thanks,Gaurav

Hi Everyone. What I want to achieve is a method for performing an allocation where a charge is made from one entity to another, or even perhaps just a different department within the same entity. I have been reviewing examples, but I have not seen one where this transfer is made and the amount in the source entity is adjusted to reflect the charge. Therefore, I would appreciate your assistance in implementing this in a Business Rule (BR) to accomplish something similar to the example shown in the image and the BR that I reviewed. Dim sourcePov As String = "E#A:O#Import:F#EndBal_Load:A#100001:UD5#ADJ" api.Data.FormulaVariables.SetDataBufferVariable("source", sourceBuf, False) api.Data.Calculate("E#B:O#Forms:A#100001:UD5#ADJ:F#SomeFlow = $source * 0.5", False) api.Data.Calculate("E#C:O#Forms:A#100001:UD5#ADJ:F#SomeFlow = $source * 0.4", False) api.Data.Calculate("E#C:O#Forms:A#100001:UD5#ADJ:F#SomeFlow = $source * -0.9", False) api.data.calculate(sourcePov & " = 0 * $source") ap

Hi all, I'm trying to create a CV with: - row1 Account.base and UD1.base - column1 Dynamic Annotation that return the Account description  - column2 Entity the output with this structure is:                                  Ent Acc UD1 DescAcc   10   Do you know if there is a way to have the following output Acc DescAcc UD1 ? so put the description near the account code (I use the Annotation since I would like to have the account description in a specific column) without move the UD1 before the Account in row?   Thank You!

Hello Community, I have an issue, hopefully someone has a solution. I started with this article: https://blackdiamondadvisory.com/library/breaking-up-is-easy/ to try to get a grid/chart that some users want. My problem is I’m trying to get it set up for so for the current year it shows two rows, one for Actual and one for Forecast, but only shows data for actual up to a selected period and only shows forecast for the periods after the selected cut off.  I’m trying to do that by selecting the U8# of “data” or “None”   Here’s what my rows look like:     Here’s my column as it pertains to these two rows (using overrides for the prior year rows, which work fine) Here’s the function which I think is working,   The issue is trying to pass the scenario in my XFBR.  Everything I tried is passing “Actual”.  I tried CVScenario, PovScenario, MFScenario (this one failed).  How do pass the specific cell or row’s scenario for consideration in a column Cube