OneStream Platform Forums

I've had requests from our finance team about sharing entities from our "Top" cube into another. Our application is in a mature phase now and many of the entities from our top cube will be moving into cubes of their own.  Currently, we only have two options: Option1: Completely clear the entity, delete, and the create in the new cube and reload the data.  Option2: Rename the entity i.e "EntityA_Old" and create a new entity in the new cube with the old name "EntityA" It would be great if there were a better option

If a holiday falls within the duration of a closing period, is there a way to shift the Work Day (WD) due dates of the tasks for that Entity/Work Flow?  For example, we have a Mexican Entity with a WD due date on WD 4.  In May, there was a holiday on WD 1 (May 1st).  In our business, the Mexican Entity's due date to submit financials would be extended to WD 5 because of the holiday.    But since the due date did not fall on the actual holiday, the WorkDay due date in Task Manager still says WD4.    Is there a work around for this other than manipulating the holidays and creating a "dummy holiday" on WD4 so that the due date will extend the extra day to WD5?   

Hello! Any inputs or documentation for configuring the SFTP process with SIC?Recently we have installed the SIC and configured successfully and was able to pull the data. We are facing issues with the SFTP process with SIC, followed the SIC admin guide and configured by creating a new gateway and copied the Gateway info to the OneStream Smart Integration Connector Local GatewayServer Configuration Utility, but the status in OneStream shows as 'offline'.TIA!!

Hi all,Is it somehow possible to customize the answers to the certification questions? We would generally only want yes/no, but by default there is now a whole list of possible answers. We are looking for a way to limit this list.With kind regards,Tim

After processing the Cube, suppression options for Cube Views in the Analysis Tab disappear. When opening Cube Views in a month where the Cubes are not processed, the suppression setting is still there. Is there a way to solve this, so the suppression setting is always visible? Suppression setting visible (Before processing Cube)Suppression setting not visible (after processing Cube)

Hello OneStream Community, We are currently in the process of establishing integration between AWS RedShift and OneStream. Our objective is to obtain data from SQL tables available in RedShift and load it into OneStream cubes. While exploring the best approach for this integration, it seems that pulling data from external data sources such as RedShift into OneStream is the most efficient method. Could anyone with experience in this area kindly share their insights and any best practices they might have? Specifically, I am interested in learning about state-of-the-art approaches for directly connecting to external cloud databases. Additionally, I would like to understand whether this integration requires the usage of S3 buckets and generated files or is it possible to work on direct connection. Your expertise and tips would be greatly appreciated. Thank you in advance for your assistance. Best Regards, Dawid

Has anyone used GetDirectLoadIntersectionErrors()?  I am making a huge assumption that the purpose of that function is to get the list of Intersection Validation Errors during a Direct Connect load?  I have a solution from one of the other posts to query the application database, but I see this function is available. So, I wanted to see if I could get it to work. I have tried: Dim intersectionErrors As DataTable intersectionErrors = BRApi.Import.Data.GetDirectLoadIntersectionErrors(si, wfClusterPk) I use the same wfClusterPk to run the import, validate transformations and validate intersections API calls.   When I try to use this code, I get: "Object reference not set to an instance of an object." Has anyone used this?  I am in Version 8.1.0 if that matters. Thank you, Scott      

Hello Everyone, Has anyone done an extract for BAPI "BAPI_AP_ACC_OPENITEMS" using RFC connection from SAP. I have below code, any suggestions here. What will be the Imports if we have to extract 7-10 columns in the extract ? Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal args As ConnectorArgs) As ObjectDim r3Conn As R3ConnectionTry'Create and open the R3 Connectionr3Conn = Me.GetConnection(si, globals, api)r3Conn.Open() Dim r3Func As RFCFunction = r3Conn.CreateFunction("BAPI_AP_ACC_GETOPENITEMS") r3Func.Exports("CompanyCode").ParamValue = "1000" r3Func.Execute()Return r3Func.Imports("").ToTable() ' End SelectCatch ex As ExceptionThrow ErrorHandler.LogWrite(si, New XFException(si, ex))FinallyIf Not r3Conn Is Nothing Then r3Conn.CloseEnd TryEnd Function  

(this is in a clone/test app) I need to perform forecast for 2025.  Our global POV (time) is set to 2024M3.  In the adaptor used to pull in my volumes it uses the GetAdoDataSetForAdaptor to pull in the data, but even with my WF POV set to 2025, it still pulls 2024M4-2024M12.  I'm guessing (obviously?) it uses the global year & not the WF POV to pull the data requested.  Is there a way to override this, or some other way to load my volumes in an out year

Integrating emojis into OneStream workflows, like :memo: for forms and :crystal_ball: for forecasts, enhances clarity and user engagement. Simple to set up, just copy and paste your chosen emoji into workflow titles for an instant visual upgrade. Interested in setting this up in OneStream? Dive into the world of emojis and elevate your interface today! :rocket:

https://server/OneStreamApi/api/Authentication/LogonAndReturnCookie?api-version=5.2.0&appName=D&AzureTenantID=X&clientID=X&clientSecret=Xapplication/json 116candidate(s) found for the request path '/api/Authentication/LogonAndReturnCookie'Endpoint 'OneStreamWebApi.V520.Controllers.AuthenticationController.LogonAndReturnCookie with route pattern 'api/Authentication/LogonAndReturnCookie' is valid for the request path '/api/Authentication/LogonAndReturnCookie'Request matched endpoint 'OneStreamWebApi.V520.Controllers.AuthenticationController.LogonAndReturnCookie (OneStreamWebApi)'TokenExchange was not authenticated. Failure message: Unable to authenticate against internal users. Error: Unable to log on user. Azure did not provide a valid user name claim. (Claims presen

Hello All, Is there a quicker way to get the list of entities having data in a particular cube for a certain scenario and year combination, without using a finance business rule? One of the options I am thinking is to query the DataRecordsxxxx tables, but I believe that is not recommended...

Hi, Can anyone guide me to push the file from OS export folder to AWS S3 bucket via business rule? Currently it is being taken care by power script. Wondering if it can be achieved by business rule?

Hello, we use the Addin to retrieve data from OneStream to Excel and we work with quite large files. There are several groupings in the excel file and as soon as you collapse and reexpand a grouped section all cells with OneStream-formulas change to #Name or #Value and we have to refresh the workbook again, which is very annoying and time consuming! Same behavior when you just simply add a line within the structure. Does anyone have the same experience in Excel with the OneStream Excel Addin?   Regards Martin

Has anyone pushed files from OneStream FileShare to a company SharePoint site? Is the best approach using Microsoft's SharePoint client object model (CSOM) to upload to subfolder in SharePoint (I assume that OneStream support would have to load the Microsoft.SharePoint.Client DLLs to your system)? Or would it be to use SharePoint's REST API Endpoints to make the connection and post the files to a subfolder? Can anyone provide examples or snippets of either approach?

Hello Team - I am working on a cube view where I would want the resulting values (variance amount) to sort with the highest value first. Wondering if anyone else has attempted this. Thanks, Ritesh

Hi, How can I filter accounts by the plug account property just like I can filter by other account properties such as text? I am creating a CubeView and I need to show a series of accounts that have in common "x" plug account, but I am not able to filter accounts by the plug account property. Regards,

Hello, Does anyone maybe know if it is possible to create an endpoint in OneStream that will consume data pushed out to OneStream from SAP? In this case, SAP or another external solution would be the initiator of the connection. OneStream can consume the data it receives.

Hi, is there a limit on the number of cells that can be updated through Table Views?  We have a large table, 250 rows by 140 columns.  When we try to update all values at once, there are many cells that do not update.  When we only load 10 or so rows at a time, it updates all values correctly. thanks, Greg

Hi All,I'm uploading a KPI file in our Workflow. However I keep getting this error? What could I be doing wrong?Summary: File does not contain any valid XF range tokens, Token xfd. 

Consolidation/Cube model can be set as YTD (Year To Date) or Periodic. In OneStream where do we set it up other than Scenario ?

Hi - not sure if this is the correction 'board'. OneStream Community,    We upgraded our on-prem OneStream 7.4.2 to 8.1.1 in our test environment.  We use SSO authenticating to external provider  GCCH.  Since upgrading the OS 8.1.1 application signon screen no longer fills in with the User name.  (please see screen shots).   This appears to be a BUG. Any insight is appreciated. Screen shot of our OS production – user name is filled in Upgraded our test OS from 7.4.2 to 8.1.1 – User Name is no longer filled in.

Hi Team, Is there any way to add/remove users/groups via business rule(dynamically).  i want to add user dynamically i.e not by clicking manually System---Security---Create user. Thank you in Advance really appreciate.   

I have a OS Batch File Load Setup which loads Multi Year and Multi Period Data(3 Years).I have an Extender Business Rule that creates the Batch File one period at a time and calls BRAPi.Utilities.ExecuteFileHarvestBatch to execute the data load one period at a time. Data Source is a connector.The issue I have is every time when I run the batch one of the WF steps (Validate Transformation, Validate Intersection or Load Cube) freezes and make no progress after executing roughly 10-12 periods. It doesn't make progress even after an hour wait. I will have to cancel the running task and batch and then restart the data management job with the next period forward. Again, it runs fine for 10-12 periods and freezes again.Appreciate any recommendations/suggestions to try resolve this issue. I am not sure if this related to any OS configuration that allows data loads for long time.     

hello experts, we are using Actuals scenario with default view as YTD. Since it is YTD in nature, P&L accounts show reversal for next period (periodic view).we tried updating the property (see attached screenshot, updated highlighted to periodic) but still i'm seeing reversal for few entities. Pls see 2nd screenshot of data. Apr is the current month and May is the next month.  Can you please let us know if it is possible to avoid P&L reversal (periodic view) for next period by updating No Data Zero View for Non-Adjustment as Periodic for a scenario that has YTD as default view.