OneStream Platform Forums

Has anyone imported CAMT.053 files from their bank into OneStream?  We are embarking on an Account Reconciliation project and trying to accommodate our international sites.  We've been told this is tricky and to stick with the BAI format, but that will be problematic as we integrate more global entities.

Hello,I have a SWIFT Bank file from a client based in Europe that I need to import. I thought this would be similar to a BAI file and could use the OS BAI Parser solution to grab the necessary information, but the format isn't as similar as I thought. Is there any other tool for parsing out a SWIFT file or will this require some custom logic?

My team has recently been unable to save offline copies of Excel files that contain XFGetCells + CubeViews. Prior to this, we had no issues and had saved 100+ files offline as part of quarterly reporting. I have seen prior threads where this has been discussed some time ago, and our team has tried updating preferences, saved elsewhere, etc. with no luck. Is anyone else currently having this issue? 

Hi Community :)We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?

Does anyone know how to get the member description in the user's culture code?

We are trying to update a table in External DB using SQL table editor. But we are getting below error.  

Hi, I am encountering an issue with the header format of the 'Total' row below where the ReportBackgroundColor is not filling the entire cell when viewing the report as a PDF.  There is no issue when viewing view the cube view or Excel.   Below is the header formatting we're suing: ELSE IF (RowName Contains ':Total:') THEN ExcelBottomBorderColor = Black, ExcelTopBorderColor = Black, ExcelTopBorderLineStyle = Thin, Italic = True, ReportBackgroundColor = Gray, ReportUseBottomLine1 = True, ReportUseTopLine1 = True I'm using the same formatting for Header and Cell Format but as you can see from the screenshot below, there is a blank space below Total.   Has anyone encountered this?

As shocking as it may seem, someone has decided that we actually should delete data from OneStream. In this case, we've been instructed to retain a maximum of five years of data. Everything older than that must be expunged. Manual, painful, detailed steps aside: is there a good way to clear all old data that I just have never learned about because I have never actually worked with an org who was willing to let go of even one byte of information? I can manually delete the cube data with enough work (clear rules, consols, the odd custom rule or update to a member formula.) I can delete stage source data with even less work, though its still a bit tedious to click through a bunch of workflows. I haven't yet looked into how to delete stage target data; I'm hoping to find an easy solution but I'm also hoping someone will just tell me so I don't have to learn the hard way. What other data have I not even thought of yet? How do I get rid of it? Going forward, after we finish our yea

Hi all,I'm having a strange problem with cubeviews. I created some parameters to apply a standard formatting to my cube views:when I use them into the cubeview and I launch it, though, they appear in the initial popup without any value, as if they were user input params:am I missing something? is there anything I need to configure to make them work automatically?Any help is appreciated!

Does anyone know how Used (GB) and Unused is derived? Maybe I'm wrong, going to assume it's looking at total_size, total_used, reserved_pages, ect.. Trying to figure out the math, and questioning if it's correct. This is what I have so far, any feedback is appreciated! Dim sql As String =        "SELECT " &        "    DB_NAME()                                                                   AS DatabaseName, " &        "    CAST(f.total_size      * 8.0 / 1048576 AS DECIMAL(10,2))                    AS TotalSizeGB, " &        "    CAST(f.total_used      * 8.0 / 1048576 AS DECIMAL(10,2))           &nb

Hi all, I have an XFBR that I would like to take the entity member in any given row in a cube view. I've tried |MFEntity| but that doesn't work. |CVEntity| and |POVEntity| don't work either since they can only pass a single entity for a given cube view. Is there a way to get what I need outside of manually doing a column override for every single row in my cube view and hard coding the entity that I need to pass to the XFBR?

Hi All,I'm working with Line Item Modelling to implement workforce solution and trying Lookup drivers for one of the calculations. Lookup drivers doesn't seem to work at all. Has anyone tried and whether its working? The lookup driver that i defined doesn't fetch & return anything while using in calculation (formula) though it returns data while i preview it under Lookup drivers. Any help on this would be much appreciated. Thanks in advance.Cheers - Ramesh.

Hi, I've had a dig around, but I can't seem to find it.  Anyone know where I can see the disk space utilisation?We've set up a number of new apps in our environment recently, and I'm concerned we might be running out of space.

Hi guys!I would like to know if there is a way to get a more detailed view of what is consuming disk space for each application within my environment.I understand that the System Diagnostics dashboard provides a report indicating how much space is allocated and how much is being used per application; however, I would like to know if there is a way to obtain a more detailed breakdown per application. Thanks!

Hi all,I've found a different behavior between 8 and 9 releases of OneStream, related to the "Change Workflow" POV Action on a ComboBox component.In a Dashboard I have 2 combo boxes with the ebove mentioned Action:Select Scenario => Set WFScenarioSelect Time => Set WFTimeIn rel 8, when I select values in the combo, things works as expected: the WF variables changes and I DON'T exit from my dashboard.In rel 9 (9.2.0.18004), whenever I change one of the combos, the current dashboard lose the focus and I get redirected to the Workflow page. Why this behavior has changed ? Is there any workaround ? TIAFabioG

We recently upgraded from V7.4 to V9.1 and we’re seeing an issue with the Excel Add-In. A small group of users (about five) are unable to use the Drilldown feature (the option is completely greyed out), while the rest of our users can access it without any issues. All users have been upgraded to the 9.1 Excel Add-In and every other function appears to be working correctly. Has anyone else run into this? Any ideas on how to fix it?

Hi everyone,Quick View new user here, and for some reason I cannot create a new Quick View in a different Excel workbook. Is there a setting or feature I need to have active?  I have an active Quick View in another workbook, and want to create a different one in a new book. I am logged in, and I click the icon, but receive this message: Unable to create Excel Named Range 'QuickView_QuickView1' using '=[workbook name]$B$2'Any insight is appreciated and thank you in advance! 

Hi Team, I’m looking for guidance on the best approach to clear data in OneStream. My requirement is twofold: Clear all data from the Stage areaFor a selected set of entities, clear both Stage and Cube data I’m particularly interested in understanding the most efficient and recommended way to handle this, while ensuring data integrity and minimizing any unintended impact. Specifically, I would appreciate insights on: Recommended methods to clear Stage data globally (e.g., via Data Management steps, Business Rules, or utilities)The best approach to selectively clear Cube data for specific entitiesAny considerations around workflow locks, data unit locking, or audit/history implicationsPerformance best practices and recommended sequence of operations If anyone has implemented a similar requirement, I’d love to hear your approach or any lessons learned. Thanks in advance for your help!

Hello all, After an OFC upgrade, seeing the following error message trying to pull a time based attribute audit report. Has anyone run into a similar message? In comparing to another version of PROD, the earlier version is written in VB.Net, and the upgrade in C#; making comparison difficult.Unable to execute Business Rule 'RCM_HelperQueries'.Object reference not set to an instance of an object.User Interface Stack Trace:   at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)   at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)   at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(MethodInfo targetMethod, Object[] args)   at generatedProxy_5.StartGetDashboardDisplayInfoCompressed(SessionInfo, LoadDashboardInfo, Dictionary`2, Dictionary`2)   at OneStream.Client.Ap

We are having an issue with many of our Data Adapters. The Results Table Name continues to return as "SICResults".  They are using a DataSet BR.  Not all of them have this issue, even though others are using the same DBConn Connection.This does not happen when using the External SQL ConnectionThis is an issue when we try using 2 adapters on the same Report Component.We cannot have 2 data sources with the same name. Of the 4 ways to change this name:1) Place the table name in the call of a New DataTable()2) Use the TableName property after a new DataTable is made3) Name the query result "Select .......... AS TableName"4) Use the Results Table Name within the data adapter. Our code has no reference to "SICResults" anywhere.  None of our code does.   We just upgrade to 9.2

Hi all,We encountered an issue with the ABS function in a GetDataCell formula. Our cube view has two rows: the first tagged to account A#100, and the second with the formula GetDataCell(ABS(CVR(Row1))). The data displays correctly in the data explorer, but when using ‘Show Report’ or ‘Export to Excel,’ both rows show the absolute value of the original amount, which is not the expected output. An example is provided belowData explorer view (correct amount)Row NameMember FilterOutputRow1A#100$ -1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Show Report/Export to Excel view (incorrect amount)Row NameMember FilterOutputRow1A#100$ 1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Does anyone know whether this is an issue in OneStream? Thank you.Best,Jacky

Hello, Since when are Form templates no longer allowed to include a dot (.) or a hyphen (-)? We built our naming convention using dots, and it is now unusable under these restrictions. Please confirm when this change was introduced and what alternative naming format you recommend. Best regards,  

Does anyone know if we can assign an Input Mask to Text Box components? Using version 8.5.4, I have a few dashboards that make use of Text boxes for data collection and I don't see a way to assign an input mask to the text box. An input mask is a string expression that constrains input to support valid input values. If the text box is expecting a dollar amount, the input mask would format the entry as number format #,###.00.  For capturing a telephone number (North America format), the mask would be (000)000-0000. If this doesn't exist, can the dev team add this to future releases? Thanks, Cosimo

Hi, is there syntax similar to forms to load journals into multiple wf periods?My WF is 1 period, 12 months:I tried using similar syntax to form loads:Template set up as monthly:And I return no messages when I load. Confirmed xfj range is set up on file and all dimensions match. Thinking maybe its my "Time" thats preventing the journal from getting into the system and want to confirm I have valid syntax.Maybe the other option is to set Workflow Time to 2026M1 and make individual journals for each period:Is it possible to do all months in 1 journal?

Hi,I'm trying to create dynamic members within a dimension using api.ReadDynamicDimensionInfo.I created a custom table within application database. When the service runs, it creates members under the root member even when I pass the "Parent" member's name. Also, the aggregation weight is being set to 0 even when I've passed numerical values.Table:Dimension Library: I want the members to be created under "All_Customers"Code:It works when I use - CreateAndAddrelationships but not with the api mentioned above. Am I doing something incorrect?