OneStream Platform Forums

Hi everyoneIs there a way to preserve formatting in a Quick View (not Cube View) in Spreadsheet or Excel Add-in on certain row levels? E.g. Font colour for base members = Blue.With Cube Views in Spreadsheet or Excel Add-in you can highlight the levels and assign Styles but this is not available in Quick Views, only in certain sections of the Quick View grid, e.g. Primary Style, Upper Left Style, Row Header, Column Header Style and Data Style.I noticed in the 8.5.1 version documentation that this option is available when you create a new Quick View, but not in the 7.4 version we are using:RegardsJohan

Hi Community, We have a requirement to bypass lines from the source data for each account if the total equals to zero, regardless of the UD1 value. For example if these two lines are in the source data: Account 1, UD1_1, -100 Account 1, UD1_2, 100 we want to bypass account 1. Is there a way to achieve this result? in our case this is happening because we are adding UD1 in the source system and it's triggering a lot of unused accounts to now appear on our staging table because of the different UD1 members.

i have blow code to copy the periodic values from YTD scenario but it didn't work Dim sourceBuffer1a As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(S#" & sSourceForecast & ",V#PERIODIC,A#Top.Base,O#AdjInput)", DataApiScriptMethodType.Calculate, False, destination) Dim sourceBuffer1b As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(S#" & sSourceForecast & ",V#PERIODIC,A#Top.Base,O#Forms)", DataApiScriptMethodType.Calculate, False, destination)                                Dim sourceBuffer1 As DataBuffer = sourceBuffer1a + sourceBuffer1b                                                                If (Not sourceBuffer1 Is Nothing) Then             

We are looking to load data from a year-to-date (YTD) consolidated statement of subsidiaries. The statement is in matrix form, with accounts (both balance sheet and profit & loss) in rows and companies in columns. Each company has two sets of columns: one for financial results and one for eliminations. How can we set up the data source to read multiple companies' statements from one file? We would like to load eliminations to a separate origin (Elimination). How can we change the destination for the Elimination columns?  Also, how do we set up bypass row so that the load ignores headers and total rows? I noticed those rows can be identified by the Account column, where if the account is blank, then bypass. 

In v9.0, I have created all my cube views in a named Workspace (i.e. Not Default). I need to attach a single Cube View to a workflow task. In the past, I would create a Form Template Profile which I would then assign to a workflow Form Input task. In v9.0, when I select the Workflow task, I get the message (Unable to open Cube View "mycubeview"). Is this possible, or do I need to create them under the Default workspace or under Application->Presenatation->Cube Views? Thanks

Hi Team,We have a client that upload excel templates using xfdrange into OneStream. They have different files per Business Unit (UD2). Two of the files run into the following intersection error during the validation step:All the other files are correct, however, when they upload these two files, all data intersections (from all other files) are suddenly also invalid intersections. For examples, the line listed here is not from either of the two files but from a seperate file that has no errors when uploaded individually). When you would navigate to "Intersection" instead of "invalid Intersection (1)" all data intersections from all files are there. Only the local users get this validation intersection, when I (administrator) would run "Validate" from this screenshot, the error dissapears.Strange thing is:they have uploaded data on this intersection before in previous Forecast Scenarios without errorsSecurity has not changed for either the application, user, workflow profile, entit

Hi, I need to build some tables in the application database. I am using a extensibility rule with a StringBuilder and the BRAPi.Database.ExecuteActionQuery command to do that. The "Create table" command is working fine. Eg:sqlScript.AppendLine("CREATE TABLE [PayrollMapping](")sqlScript.AppendLine("[Payroll]  varchar(255),")sqlScript.AppendLine("[Pay_Basis]  varchar(255),")sqlScript.AppendLine("[Salary_Annual_Factor]  Int")sqlScript.AppendLine(") On [PRIMARY]") But I cannot make the "Create table as select" command work. Eg this does not work (Error: Incorrect syntax near the keyword 'Select')sqlScript.AppendLine("CREATE TABLE [EBSRegister] As")sqlScript.AppendLine("Select [RegisterID], [FirstName], [LastName]")sqlScript.AppendLine("From XFW_PLP_Register") Is the "Create table as select" not a valid command for the OneStream BRAPi.Database or is there simply something wrong with the syntax above? Thank you

Hi, Can anyone help with a way of creating username folder in Data management Export folder? This is in the File Explorer area. Is there a way to create a folder here through a business rule? Thanks a lot.    

Is it possible to run a Finance Custom Calculate Business rule using the Assemblies Service Factory “FinanceCustomCalculate” service. I would like to have a button on a Planning dashboard run a data Management sequence that calls a DM step that runs Custom Calulate Business rule that is stored in a Workspace Assemblies.  This is for a v9.0 environment.

Hi Everyone, Does anyone know whether it is possible to Lock V#Annotation for input? Any assistance will be appreciated Thank you!

I am recently created a cubeview report that I am now trying to add to Oneplace to allow our user community to run the report at their will.  I believe I need to do this by going through the Framework Task Setup menu but am not having any success in doing so.  Does anyone have tips/tricks to offer that can help me break the ice?  I am new to building these reports and getting them setup.  Would appreciate any feedback

Just checking to see if anyone else has been experiencing the following issue with Version 8.We are currently testing the upgrade from 7.x to version 8 and have run into a huge formatting issue with our books that are produced to Excel and sent out to management via postal service. The source cube views for a batch use the same column template. We have Excel column width formatting set up for each of the columns (but consistently on each column). When the cube views are run and exported to Excel, the column width is not being recognized in most of the columns. I have tried direct formatting, I have tried with a literal parameter and getting the same results no matter what.  I don't see where I can attach the workbook itself but am attaching a screen capture sample.  In this case text wrap is set to False and column widths are set to 100.  Note the results.  Oddly, in like the first book, some of the sheets ARE recognizing the column width. I'm just wondering if anyo

Hi everyone,I’m looking for some guidance or references regarding the Forms Event Handler. I would really appreciate it if anyone could help with the following:any  documentation or examples for using Forms Event Handlersany sample implementations or best practices shared by the communityHow to use Forms Event Handlers If there’s any downloadable content (like a sample/snippet), or even just some insights from your experience, that would be a great help.Thank You.

Hi All, I am trying to use getSessionDataTable and SetSessionDataTable for loading data from a file placed in harvest folder and then using the table to store it in cube with direct approach. Can anyone provide more insight on these functions? How is it work and if there are any challenge of using these functions?

I'm using the following code snippet in a Dashboard Extender Rule to loop through the list a of Workflow Profiles.  However, the code fails, if the user does not have security access to a particular Workflow Profile, returned in the list.  Is there a way I can get the list returned with security access applied, so the list only returns Workflow Profiles that the user has access to?   Dim profile As String = "text1 tag to match" Dim wfProfileName As String = "" Dim cubeRootInfo As WorkflowCubeRootInfo = BRApi.Workflow.Metadata.GetCubeRootInfo(si, si.WorkflowClusterPk.ProfileKey, True) cubeRootCluster As New WorkflowUnitClusterPk(si.WorkflowClusterPk) cubeRootCluster.ProfileKey = cubeRootInfo.CubeRootProfile.ProfileKey Dim profileInfos As List(Of WorkflowProfileInfo) = BRApi.Workflow.Metadata.GetRelatives(si, cubeRootCluster, WorkflowProfileRelativeTypes.Descendants, WorkflowProfileTypes.BaseAndParentInputProfiles)   For Each profileInfo As WorkflowProfileInfo In

Hi Everyone, Our business team would like to make it mandatory to attach a document to every journal entry.  I know this can be done via a confirmation rule.  However, one of our business partners googled this and AI returned the information in the screenshot below so they are questioning why we can't enable the setting referenced.  We can't find this in any of the OneStream documentation nor see it when creating new workflow forms or journal templates.  Is anyone familiar with this setting?  

Hi Everyone. I have the following CALCULATE expression, but it’s returning no results. The source values are not zero, so I’m not sure if the way I’m using the DIVIDE function is causing the issue, or if there is another problem Dim DBCInner As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(A#RETBUYBACK:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#COUNTRY_RPT + A#423100:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#COUNTRY_RPT + A#411000:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#COUNTRY_RPT)") api.Data.FormulaVariables.SetDataBufferVariable("DBCInner",DBCInner,False) Dim regionalRpt As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(A#RETBUYBACK:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#REGIONAL_RPT + A#423100:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#REGIONAL_RPT + A#411000:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#REGIONAL_RPT)") api.Data.FormulaVariables.SetDataBufferV

Hi Team,In guided reporting, I've attached cube views that contain parameters. Defined global options in guided reporting setting.When I discover parameters, it does not work. Can't see the parameter list.

Hi All, I am trying to explore and use Dynamic cube services for one of the requirements however not sure where to start on this. Could you please help me with some inputs around this if anyone has implemented this ? Thank you.   

Hello, I have recently uploaded the May'25 Trial Balance into OneStream and one of my reports is reporting a line item as $5 more than what the Trial Balance says it is. This particular line item is driven by a single account so the report is set up to say whatever is in account XXXXX, generate that on the report. Any suggestions as to why the report is off by $5??

To integrate with SAP using RFC will I need to configure a data source on the SIC gateway or will I just need to add the appropriate DLL's to the referenced assemblies folder?

Hi All,Does anybody have experience working with books which has dashboards as a pdf.In books, I have Report and inside it has dashboard report as a type. Why we cannot add dashboards there. It is only showing components list. Also, I am adding component like data adapter, grid, embedded dashboard but it is not working. In preview section it is not showing any report or output.   

Hello,I am encountering an error when assigning a BI Viewer to a dashboard in version 8.5.  The BI Viewer is sourced from a Cube View MD data adapter. When I run the dashboard to which the BI Viewer is directly assigned, it renders fine. However, when I run the main dashboard attached to my workflow, I receive the following error message. I have done the same processHas anyone encountered something similar before - and if so, was there a fix? I am perplexed, because I've been able to use BI Viewers in child/dependent dashboards without issue.  

I have 2 Datasource imports that I want to use the same mapping tables.  The first workflow is an actual monthly GL load.   The datasource is a comma delimited file and uses 2 different columns to determine the source value for the UD1 dimension.   The second Datasource will use an Excel Matrix to Load Budget data for multiple periods.  There is logic in the first Datasource to use the Account source value instead of the UD1 source column as defined by position.  This is based on the value in the Account source field.  See the code below: Dim Accountcol As String = args.Value 'Reminder - (2) column is 3th column in excel - need to count "0" as a digit Dim CostCentercol As String = api.Parser.DelimitedParsedValues(6) 'Identify PL Accounts (greater than 39999) If Accountcol > 39999 Then 'Need to bring in Cost Center Return CostCentercol Else 'Use Account as UD2 source Return Accountcol End If My question is  How do I create a datasourc

Hi  I am currenty building a dashbord for our controllers, including a menu. But I would like to use the same icons as used in OneStream, e.g. Refresh Page, Help, etc. But I have not manage to find them in OneStream. Are they copyrigth'ed, unique or were can I find them? Regards  Ole