OneStream Platform Forums

Looking for others experiencing issues getting a YTD dataset out of NetSuite for loading into OS.   Also looking to connect with other users who use NetSuite for the ERP and OneStream for planning.   

Hello, I am trying to set up the Cube Data Manager solution from Open Place in my working production application. Currently it is all loaded up, but I need a little help figuring out how to add the environment to it containing the applications that I want to work with. Please see pictured below.   Thank you, Jeremy Morgan

Good evening, is it possible to add a dashboard or Bi Viewer component within a Narrative Reporting document? In the attached image, it does not appear among the options.Regards 

All, Does anyone out there have users with massive (thousands of rows and dozens of columns) XFGetCell() workbooks that are seeing issues with the "Save Offline Copy" feature?  (and yes, I know.. they should not be creating these massive workbooks in the first place - that's not what XF() is meant to do) Here are the symptoms we're having: Regardless of what the seconds setting is (and I'm not even sure this setting applies to anything other than CV connections or quick views) and for some of these users, it's set to the max allowable, the 'save offline copy' often just spins and spins and never completes or eventually the user just has to 'kill' Excel and try again.  Happens at different times so no idea what server activity might be going on at the same time. Save Offline Copy appears to finish but the saved file now contains "#REFRESH" rather than the values  Unable to keep Formatting (this has to be set to False) - loses things like superscript or subscript fonts.I

This was originally a question.It took a while to figure out, so to save someone else the hours of trial and error, here is the process I use in detail, start to finish, to run a Workspace-based Data Management step in a Workspace Assembly business rule.Here's a How-to step by step:List of abbreviations used below:DM: Data ManagementWS: WorkspaceMU: Maintenance UnitBR: Business RuleAS: Assembly1. Workspace:Set the NameSpace Prefix - this is what gets filled in at runtime for __WSNameSpacePrefix2. Assemblies: Note these properties 3. Create the Assembly Business Rule:Create an "Extender" business rule, this is done by right clicking files and selecting "Extensibility Rules"Add some test code, to verify correct configuration, such as BRApi.ErrorLog.LogMessage(si, "Hello from the new extender!"then code the way you would any other extender4. Create The Data Management Group: Create a DataManagement Group in the same workspace that the Assembly that has your business rule is in 5

The Question Text Column scroll bar in my Certification Questionnaire is not working. I have a long question text which does not fit the default cell size. The scroll bar is not clickable/draggable, so my reviewers aren't able to view the entire question during certification. The workaround I have is just to expand the column size so that the text fits into the cell. I am wondering if anyone has the same user experience or has a solution to get it to work? My current software version is 7.1.3.  

So im trying to create a rule that pulls selected journals forward than posts them automaticaly.  I have my test journal pulling forward as expected but when im trying to post the journal in rule below its causing the rule to error.  The line in question is, BRApi.Journals.Process.ExecutePost(si, journalObjectHeader.UniqueID)What am i missing it seems pretty straight forward? Imports SystemImports System.DataImports System.Data.CommonImports System.IOImports System.Collections.GenericImports System.GlobalizationImports System.LinqImports Microsoft.VisualBasicImports System.Windows.FormsImports OneStream.Shared.CommonImports OneStream.Shared.WcfImports OneStream.Shared.EngineImports OneStream.Shared.DatabaseImports OneStream.Stage.EngineImports OneStream.Stage.DatabaseImports OneStream.Finance.EngineImports OneStream.Finance.DatabaseImports System.IO.Compression Namespace OneStream.BusinessRule.Extender.CA_JournalRecurring2Public Class MainClassPublic Function M

Have a question regarding Cube view formatting. The client has a column for comments where large commentaries are written point wise which currently are seen as one line. They want to view the same like excel where comments are seen point wise one below another. How can the same be done. Also while exporting the report in excel the wrap text option in the Column cell format under excel only wraps the entire cell but it does not show the comment point wise one below another

Hi, I am trying to use the Business Rule API "SaveFileBytesToUserTempFolder" in order to open a file stored as a byte in a datatable. This is exactly like in the "Reporting Compliance" dashboard, where the file is stored as bytes in a datatable. I am actually using the exact same business rule !   However, there is an issue in my case. My business rule that is used to view the document works fine until the very last step... this is the one causing the error ( I have tested FileName and FileBytes fields and these exist) : BRApi.Utilities.SaveFileBytesToUserTempFolder(si, si.UserName, dt(0)("FileName"), dt(0)("FileBytes")) Error message : An error occurred while receiving the HTTP response to http://localhost:50002/OneStreamApp/SVC/XFFileSystem.svc. This could be due to the service endpoint binding not using the HTTP protocol. This could also be due to an HTTP request context being aborted by the server (possibly due to the service shutting down). See server logs for more details.Th

We are looking to wrap text both at the header and also within an annotated cell in a cube view.  WE can't find a way to wrap text but this would be nice where our uses push explanations to OS through a  cube view. 

Hello, I was wondering if anyone has had any success using Trailing3MonthAvg View member within a data buffer when the trailing 3 months cross over years. When I run this for a period like June everything works great, but when I run this in Jan or Feb I get the object reference not set to an instance of an object error. When switching the View member to YTD everything works fine. Below is an example of the code. Thanks!!   Dim filter1 As String = "U1#XXXXX.Base" Dim filter2 As String = "U6#XXXXXBase" Dim U2 As String = "XXXXX" Dim test1 As String= "Cb#XXXXXX:T#2023M1:A#Direct_HC:S#Actual:E#XXXXX:F#EndBal_Input:V#Trailing3MonthAvg:O#BeforeAdj:I#None:U3#Top:U4#Top:U5#Total_Adj_Alloc:U2#" _ & U2 & ":U7#Top:U8#None" Dim test As DataBuffer = api.Data.GetDataBufferUsingFormula( _ "RemoveZeros(FilterMembers(" & test1 & ", " & filter1 & ", " & filter2 & "))",,True)  

I'm new to WS assembly - trying to get a simple example of setting up an xfbr and use it in a cubeview but not successful. Here's what I did - what did I do wrong?1. Set up XFBR String Service:2. Then set up factory: 3. Then added to my maintenance units & workspace4. Added to cv:=> I get this error. Not sure why it is looking for the service factory in default.   I followed the design guide, tried all the following syntax, none have worked:XFBR(Workspace.Reporting.myAssembly.Time, SayHello)XFBR(Workspace.Current.myAssembly.Time, SayHello) Thank you. 

Hello,I am getting this error when I try to extract a transformation rule group. Any ideas on how to resolve? 

I'm trying to export data via a Data Management step.I am running into frequent errors stating: Error processing Data Management Step '[DM STEP NAME]'. Unable to create or open file '[FILE PATH]'. The process cannot access the file '[FILE PATH]' because it is being used by another process. My servers were unoccupied as no tasks were running in the background in the task activity log. I've also tried via DM sequence and selecting my own server which did not help.  

I have a dashboard that uses a Tree View.  Its in a named workspace.  The only way I can get images to work with it is to upload the images to a Default Workspace.  Is there a way to reference my images in the workspace where the Tree View is?  

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)  

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? 

Hello, I am new to Onestream and trying to solve something that seemed easy but it doesn't work:( We need to map an account by the entity and by the time. I used composite mapping. to be exact; A#[651200]:E#[8*]:T#2019M12} has to be mapped to account A A#[651200]:E#[8*]:T#[2019M3] has to be mapped to the account B -  also all other instnaces of #651200 for all other entities are mapped to the acount B. I have only composite mapping for this account. It doesn't work. It totally ignores the time dimension.  Any tips? thank you, Ola      

Hi Folks,I need to retrieve all cube root workflow profiles in the first parameter. Upon selecting a particular cube root workflow profile, all its related workflow profiles should appear in the second drop-down list of the combo box. Likewise, there is a third combo box for the current workflow year and time. What can be the Dashboard Data Set for this?Thanks 

Hi Team, We have a requirement like, Finance team wants to have one report with the details of Workflow Status, who certified the respective entity (name of the user) along with certification time stamp.   used the below Dash Board data set rule. followed the below steps to get the grid view Attached the Business rule to Data Adapter Attached the Data Adapter to BI Viewer. But here i am getting two certified status for the entity. we need the latest certified status. can you please help us to resolve this. Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine   Namespace OneSt

  Dear Team, I am currently working on updating the "Profile Active" property for a specific scenario type within a workflow profile. I am trying to implement this change using the below code snippet, but am not seeing the desired result: code snippet: brapi.Workflow.Metadata.GetProfile(si, "Parent Profile.Profile Name").SetAttributeValue(ScenarioType.Control.Id, 1300, Boolean.TrueString) Though I am aware that this update can be performed manually by accessing individual workflow profiles or using the grid view, my requirement is to execute this task through an extender rule. I've identified that the attribute index for "Profile Active" is 1300 and the value to be updated is of an object type. I suspect there may be an issue with the way I'm passing the new value in the code. I would appreciate any guidance or insight on how to correctly update this property using the extender rule. Your assistance is greatly appreciated. Thanks  

Hi,I try to get the data unit information of different DM steps, such as Calculate, Copy Data, Reset Scenario, Clear Scenario, Custom Calculate. For a regular "Calculate" I'll get the information viaPublic Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataManagementEventHandlerArgs) As Object            Dim sbLog As New Text.StringBuilder            Try                Dim returnValue As Object = args.DefaultReturnValue                                Dim dmStepMetadataInfo As DataMgmtStepMetadataInfo                If args.OperationName = BREventOperationType.DataManagement.ExecuteStep    Then                    dmStepMetadataInfo = DirectCast(args.inp

Hi there everyone,Anyone ever created a connection between apps in the same OS environment? Working on some data movement and I have the connector set up, but struggling a bit with the connection string for the external database connection I'm setting up to reference the app I'm pulling data from. Is it the same syntax as the BI Blend connection, or are there other keywords that need to be in there?Thanks!

Does anyone know if the Smart Integration Connector is FedRamp complaint with OneStream v9?Thanks.

Hi all,We upgraded one of our OS instances to 9.0.0After a first look, it seems BI Viewer does not work anymore from Desktop app, but charts are showing from Modern Browser interface, any idea? Can't find a clue on Know Issues.On Desktop app, only the layout shows, no content:Same Dashboard from Modern Experience shows fine (I blurred data here)Any advice?