OneStream Platform Forums

Is there a way to change the color font in the Quickview POV pane?  User is saying the grey font in column/row dimensions is too faint to read, see below screenshot:    

Hi all,I'm using ImpactCalcStatus to impact an entity based on another entity that has the Sibling consolidation pass set to 2. I can see the status changing during processing, but at the end of the consolidation, it remains CA/CN. Only after running it again does the status change to OK. What am I missing here?api.CalcStatus.ImpactCalcStatus(cubeId, Children.MemberId, Parent.MemberId, consId, scenarioId, timeId);Thanks.

Hi,I was trying to go back to one of the two Genesis pages (we have two instances in our app) using a button but seems like the following navigation action is not working.XFPage=Dashboard:[container_bag_(App)_(Main)_EU]I've tried using parameters in embedded dashboards to refresh the content and there is no way to go back to the home page.It appears that Genesis assigns the same names for all objects so it's a problem when trying to refer a home page dashboard only related to a specific instance. This is the reason why i renamed the home page Genesis dashboard with a suffix.For now i just opening the dashbaord i want in a new page using OpenInNewXFPage=True, but i prefer to make the back button working.   

We have added a power user who has the ability to manage some dimensions, however they cannot access the hierarchy validation tool and receive the error Security Access Error.  User XXXX is not authorized to access object 'OneStream Database Server'. I tried changing the access in the workspace but this did not resolve the error. What areas need to be changed to allow access?      

Is there an ability to calculate HC expenses that account for when in the month an employee starts and prorate accordingly? As an example, if the employee starts on the 15th then their monthly salary would be Salary / 12 * (15/30). The syntax available in the blocks don't clearly identify if this can be done. 

Hi, We have moved to v9, and the previously used IC matching methods are giving us issues. For this we have a ticket open with support, and they have pointed us towards ONC. We use something very similar to the intercompany all plugs, but then supressing any combinations that are matching. Is there a way to filter the IntercompanyDetailAllPlugAccountsGridView_ONC to suppress the matches? It seems to be working in our development environment, but would be great if we can supress the matches as this is something that will be required. We have tried this:  {WS}{GetIntercompanyDetailAllPlugAccountsGridView}{View = |!Members_View_Numeric_ONC!|, SuppressMatches=True} But that does not seem to work. With kind regards, Tim

Hello,Is there a way to pass a combo box paramater into a cube view service? I think would be through the Service Factory.Since the cube view service runs when the cube view is executed and there is no call as XFBRs or Dashboard extenders, Is there a way to pass parameter values into the cube view service business rule? 

Hi, I would like to know if any major changes need to be carried over from 9.1 to 9.2 version upgrade. As we had some changes performed when we moved from 8.5.1 version to 9.1.0: Winscp to SSH.net Marketplace solutions to be upgraded to latest versions also Navigation center replaced applications reports, security audit reports. so, we had to remove the existing AR, SAR solutions. We had .vb in the extension wherever the xfbr has been referenced that extensions were no longer supported in 9 version. Thanks in Advance!

Hello everyone, Thanks to this discussion: https://community.onestreamsoftware.com/discussions/WorkflowDI/forms-by-entity/13417 I can now show or hide the input cube views based on whether or not the group entity has been released, as stored in Entity Text6. However, by doing this, I lose the ability to display cube views only for the quarter, half-year or full year. Currently, I display the cube views every month if the entity is present in the group, so this does not apply to cube views that should be displayed quarterly. I would therefore like to retrieve the name of the form displaying each data entry cube view, so that I can define in the Business Rules whether each form should be displayed monthly, quarterly, half-yearly or only in December. This would allow me to use the settings provided natively by OneStream, which I have previously bypassed. But I am unable to do so. Is this feasible? The ultimate aim is to prevent accidental data entry into workflows that should no longer b

Hi everyone, I need to set up a few transformations to normalize a delimited file that will be uploaded by the users, before feeding it to the datasource.I previously worked with FTP folders, and used a Connector BR to retrieve data and normalize it before the datasource step.I have never worked with delimited files loaded directly by clicking Import. It's not clear to me if I can still use a connector BR or if I need to use something else (a Parser BR?).Can anyone help me understand what is the best practice in this case?Thank you for the support!

For some reason, the workflow save event is being called several times.I have this configured right (I believe):Dim returnValue As Object = args.DefaultReturnValueargs.UseReturnValueFromBusinessRule = Falseargs.Cancel = FalseCase Is = BREventOperationType.Workflow.UpdateWorkflowStatusDim sWorkflowImpactMessage As String = args.Inputs(3)'Example:'Reason = Save Data Cells'Data Entry Type = CubeView'Cube View Or Filename = NameOfCube'Data Entry Audit ID = 0d6e8f60-de0f-4ab3-ba69-2f28a0d2'Task Activity ID = 00000000-0000-0000-0000-000000000000If ( sWorkflowImpactMessage.Contains("Reason = Save Data Cells") ) ThenIf (args.IsBeforeEvent = False) And (sDataEntryType = "CubeView") ThenHere is my code - If I print a message, I see it several times. ThanksRaf

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?

Hi All, When opening a cube view via OS Genesis cube view tree view, the content block can take a while to open. Even though there is no data, it is a simple cube view PnL. Opening it via cube view or dashboard takes only 2 seconds with data.Is there a way to improve the performance of the cube view tree view content? Appreciate your help on this.  

  Hi All, We have run out of text properties and are figuring out how to extend this and what the options are?Does anyone have some suggestions or ideas?Thanks in advance!

Hi everyone,In a dashboard that I'm developing I have multiple dashboards embedded into one another.Within one of the embedded dashboards I have a button that is associated to a dashbaord extender rule. When the button is clicked, I need the rule to retrieve the name of the dashboard that is currently the container of the embedded dashboard where the button is placed (see scheme below)Primary dashboard               Embedded 1                              Embedded 2                                             Embedded 3                                                  -> buttonI see there are two  rules (args.PrimaryDashboard and

Does anyone know how to change the time zone used in OneStream Dashboards from UTC to a different time zone (e.g., Eastern Time)?We’re implementing for a client based in Eastern Time, and we’d like dashboard times to reflect that for end users. Any guidance or recommended approaches would be appreciated. Thanks!

Hi All,I'm trying to set up some Excel templates for the uploading Budget and Forecast data.  I'm pretty happy with the Excel Template side, with the named range (XFD),  and specific header formats, etc.However,  I'm a bit lost on the Data Source set up,  I get that you have to Allow Dynamic Excel Loads set to True, but what about the rest of the set up?  Do I choose Delimited or Fixed file?  It feels like this Data Source section is really for flat files, as it always wants to know the column number.I've tried importing the Excel into the Data Source in the same way I would for a csv file,  but it just shows up as xml gibberish in the top box.  It definitely feels like I'm missing something.

Hello everyone, We have several companies that have been sold or dissolved. To simplify users’ work, we would like to stop displaying workflows for these entities for periods when they no longer exist within our group. I’m not sure if this is the recommended approach, so please feel free to share your best practices with me. For my part, I have several ideas: Revoke access to the workflowProfile of the relevant entities via the access permissions of the users responsible for importing the data. Use a Business Rule to retrieve the name of the entity linked to the user’s workflow and, using its Entity ID, retrieve the date the company left the group, which is stored in Text6. This way, I could either display no periods (meaning there would be no workflow), display all 12 periods, or display only the X months of the year the user was in the group. I can retrieve the ID of the entity assigned to the workflow, but I can’t retrieve the data in Text6. I get the error “Object reference not

Hello all, It's unclear to me if upgrading the platform to v9.0.4 will impact the continued use of OFC PV 8.4 SV112. Does anyone have any insight if OFC needs to be upgraded to PV9.0.0 SV201 if the platform if upgraded to v.9.0.4?Thank you! 

Hellou! Can we configure a single Quick View to show different languages (Spanish, English, and Portuguese) in Excel? I'm looking for a way to switch the aliases or member descriptions dynamically. Thanks in advance

Hello,I have Product and Customer allocations that I would like to be ran on the process step of the Workflow.The weird challenge that I am running into is that when I run each step of the sequence on its own, the allocations are executing as expected. When I run all of the allocations with one sequence/in the Workflow, my allocations are producing errant results. (E.g. my allocated-in amount in is only a small fraction of my allocated-out amount.)Is there a property I am missing on a sequence or workflow that may cause problems if not handled appropriately? I am calling the sequence with a No Calculate in the WF, which executes a handful of Finance BR Calcs.

Hi,I have 12 separate schedule tasks that is set to run monthly on calendar days 1-15. It runs every 2 hours starting from 12AM. (Next is 2AM, 4AM, and so on)I am encountering inconsistent issues with 6PM and 12AM where it does not kick off at all on random days. I've checked the configurations and can confirm it is set up right. Any idea what's causing the inconsistent failure to run? I'm in central time if that helps.

Please share your practical advice to help us meet the new Integration requirements.- I couldn't find a OneStream KB/post nor a good result from free Gemini.- We're using SAAS on v9.0 to move to v10 upon its upcoming release.Thank you folks for sharing your expertise.

I have a client who is trying to save an offline version of some of their excel reports in order to share them with their auditors.First they open the spreadsheet, refresh the workbook, then select the "Save Offline Copy" feature from the OneStream ribbon bar.Second, they close the original spreadsheet, then attempt to open the "offline" version.  What appears is a series of #VALUE! where there should have been offline data.Has anyone else out there encountered this?  Is it a known bug?  Is there any type of work-around?  The client does not want to use excel's copy-paste value feature because there are excel (non-OneStream) formulas such as "SUM" that they want to preserve.Any ideas, suggestions, or information would be much appreciated.Thank you,

There was no Jan close, so we want to divide Feb actuals by 2 to get a Jan actuals load.  The loads are SQL from HFM and Database Whse, so it isn't done with a flat file csv.  When I looked at the Feb Import that are 1214 lines.  How can we take that Feb import, divide by 2, and import in Jan Actuals?  First thought was to create a QuickView then upload back into OneStream.  Also looked at a copy Business Rule but calculations are needed for the data.  Any ideas/thoughts?