OneStream Platform Forums

Hi everyone, We currently use OneStream to prepare our consolidated financial statements in Excel, using retrieves linked to OS. But in the end, we still manually copy everything into Word to build the final report. We’d like to automate this process as much as possible to reduce errors and save time. We need to include notes and commentary under certain tables, so Word is our preferred format. Is this kind of automation possible directly in OneStream? If not, what tools are you using to produce your final reports?Any best practices or recommendations would be much appreciated! Thanks in advance for your responses! 

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 all, I’ve encountered an issue in OneStream where inputting a value of 0 does not trigger any calculations, while entering 0.1 or any other non-zero value works as expected. From what I understand, this seems to be related to Zero Suppression, which may be preventing the system from storing or processing the zero value. However, I’d like to confirm if this is standard behavior, or if there’s a recommended best practice for handling zeros in data input and calculations (e.g., in cube views or business rules). Thanks!

Hi everyone, I'm currently working on integrating OneStream with Dynamics 365 (D365) and would love to hear about your experiences. Specifically, I'm interested in knowing which connector you used for the integration. Did you opt for OData, Synapse Link, or another method? Any insights, tips, or recommendations would be greatly appreciated! Thanks in advance!

Hello, In our planning solution I'm looking for a change to plan with less detail. We import transfer prices on material level, but now we want to plan on product level which includes several materials. During transformation the items with the same dimensionality are being combined and show a total value, but for these prices I would need a simple average. Example below: Imported values: After transformation the original UD4 is replace by the product member which is imported on Flow, because some UD4's remain unchanged: I would need to have the simple average (871.48 + 880.82)/2 = 876.15. Is there a simple setting for this, i can't find it, any other suggestion would help also. kind regards Ben

Hi all,while configuring a local OneStream instance, I know that I have to copy the "Encrypted Connection String For Server" from DataBase Configuration, putting it into the Application Server Configuration File, in the "Database Server Connections" item.I see that there's also a "Is Connection String Encrypted" flag, so I suppose I could set a clear connection string.Is not clear which would be the format of an unencrypted string (I took a look in the Installation Guide but I wasn't able to find what I was looking for...). Since this is a local development instance, there's no need to secure it... Could someone share this knowledge (or point me in the right direction) ? Thanks a lotFabioG

Hi community,I have an issue where i have a member list tied to a bound list. The bound list uses a SQL query to get the top member of a given dimension. I have this bound list tied to a supplied parameter that I have attached to a dashboard. The issue is that when I run the dashboard, it is not triggering the bound list, even though i am using the supplied parameter. If I remove the supplied parameter and run the dashboard, it prompts me with the bound list parameter showing the value i want to return, and thereafter, when i put the supplied parameter back it works. It seems like the system needs to trigger the bound list first, but I haven't found a way to do so yet. Any thoughts? 

I am not sure how to get the OData Link    

I have a requirement to load to the most recent unlocked period.  Using VB or C#, how do I check if a period is locked or unlocked?Thanks,Scott

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!

Hi all,I wrote a bunch of BRules and a couple of Assemblies (in different workspaces) that work together to perform calculations. So in the end I have a dependency chain like this:BR => Assembly => AssemblyThings works like a charm.Sometimes, after I made changes to an Assembly, I get a weird error saying that OneStream cannot find my assembly. While this is true when it cannot compile correctly (due to errors), it doesn't make sense to me when it compiles fine.Even if I compile my assemblies before I run the BRules, sometimes it happens.I'm trying to find out an explanation and I thought that:I run the BRule and OneStream think that Assembly1 - a dependence - is "old", so....OneStream start compiling Assembly1, and, while compiling it, OneStream think that Assembly2 - a dependence -  is "old", so....OneStream start compiling Assembly2Maybe these compilations are running async and in parallel... And, maybe, the last compilation takes too much time, taking the first one

Hi, I'm trying to build a dashboard that reviews all of the members in certain dimensions and ensures it has all of the members rolling up to the top properly.  To do this, I'm trying to find the table in the back end of OneStream to find the Aggregation Weight.  Does anyone know where that table is retained?   Thanks, Ben

Hi, I want to extract metadata in OneStream. While extracting the Accounts metadata, I want to extract both the 'Parent description' and 'Account type'. Through the grid view if you check the 'Display Parent Child Relationships' box, the account type goes away! I want to extract both of them together in a .csv file. This process also needs to be automated to be extracted on a scheduled basis. What would be the best solution to this problem?

Hi Community,I have a dashboard that includes a Cube View and a button with the "Save Data for All Components" action. Users enter data directly in the Cube View and click the button to save.I’d like to implement a custom validation step before the data is saved. Specifically, I need to calculate the sum of four specific accounts, and if the total is not zero, I want to prevent the save operation and show an error message to the user.Is there a recommended way to intercept the save action and apply such a validation check? Any guidance or best practices would be appreciated.Thanks in advance!

I am a Financial Planner and Analyst and My Organization use OnStream. I want to understand better how to extract the data for Multiple scenarios (act, fcst, budget, py) using Member filters, variables understand workflows, and parameters?       

Hi all, How should it be managed in case a base member containing data should change to become a parent member? Is there a preferred procedure to follow? Thank you for your help.Best regards,Carlos

Is there anyway we can develop a custom elimination process in the OS and attached with the cube. I see there is a "Custom" option in the cube properties but dont know what this function will do. FinanceFunctionType.ConsolidateElimination. I developed a custom rules which eliminate at first common parent dummy base member and it all ties when I sum but i wanted to get it roll up to Total Entity in USD.

Originally posted by Krishna SrinivasanHi - I am loading a simple CSV file into my Cube.   - Created Data Source - The Scenario & Time Dimension are Current Key. - Created Transformation rule. - Created Workflow profiles - Start the Import Porcess and got the below error   Summary: No valid DataKeys (Scenario / Time) found in data source.  Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source.   As anyone encountered this issue ? It is so strange even if I am not passing any values in the Data Source

I'm being asked to schedule an extract of the OneStream metadata.  I'm under the impression that this cannot be done using the Task Scheduler since an extract of metadata is not an option in Data Management.  Is this an accurate statement?  If this can be schedule, how so? Thanks!

           I am currently working on a Dynamic Cube with Data Binding Type (Share Data using Workspace Assembly). I was able to load Local currency data from BiBlend table and verify data using Cube View. Does Dynamic cube support Translation & Consolidation? I was unable to view translated data.  

Hello I have a query regarding Graph editing in OneStreamI wanted to know how we can edit the graph in OS. Eg: The client has a waterfall chart built for the EBIDTA and they have the previous 2 years comparison as well. However the October and Nov month shall start from the start point 0 similar to Sept Month whereas currently they start where the previous moth ends. Also the colour of the bar for Oct and Nov shall be Blue similar to Sept and Dec month 

Hello,  I already have a data file for cost centers and their Default values, but now I need to include the before and after changed values to the cost center member.  I found this code:  Function GetRelationshipChangesForTimeSpan(ByVal api As Api, ByVal dimensionName As String, ByVal startDate As DateTime, ByVal endDate As DateTime) As List(Of RelationshipChange)    ' Initialize a list to store relationship changes    Dim relationshipChanges As New List(Of RelationshipChange)     ' Use the API to retrieve relationship changes    relationshipChanges = api.Data.GetRelationshipChanges(dimensionName, startDate, endDate)     ' Return the list of changes    Return relationshipChangesEnd Function How can I tell what data it's actually returning, what columns? Is there a better way to do this? Any help is greatly appreciated! Thanks!   

Hello everyone. I have a problem. In the header of the previous year's column, the month keeps disappearing and only the year remains. Do you know how I can make the month display ? Please.. 

Anyone willing to share the process by which you copy prior year accumulated retained earnings to the current year? Is this just handled via data management steps, or do you need a business rule? It does not seem that our implementation partner set this up for us... therefore this account currently is just being imported from our ERPs at the start of the year. This is an issue for our few entities with foreign currency, as the balance continues to translate at the current month closing rate, which we do not want.  Appreciate any insight! :-)

Hi all,I recently launched the consolidation process for my client, and the amount under the plug accounts is unusually high.I would need to develop a cube view showing, for each account in the rows, the amount that was loaded into the corresponding plug account during the consolidation process. Is there a way to do that?Thank you in advance!