OneStream Platform Forums

Hi guys, bit of an odd one here.Our client is looking to leverage SmartLinks once their 8.5 upgrade is complete. We are doing testing in their Development environment and have the SmartLinks up and running (mostly) as expected. Our SmartLink navigates the user to a specific dashboard, but the dashboard is WF driven. On top of that, when opening OS in the Web, it defaults the WF to the WF the user was most recently in. I know SmartLinks is a new feature, but was wondering if anyone had any intel on how far the code can go. We prepopulate parameters with the generated link, can Workflows (Profile, Scenario, Year) be set the same way? It doesn't seem like it. Not sure how I would go about this issue going forward, however.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 Everyone, Does anyone know whether it is possible to Lock V#Annotation for input? Any assistance will be appreciated Thank you!

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

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 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 all,What is the best way to export and import a dashboard into a new application?Do I need to select all its components every time, even if some already exist in the destination?I’ve noticed that if you select only the dashboard or the embedded version, the components don’t appear in the XML file.Thanks in advance!

Is there a way to capture mouse or pointer position in OneStream? I want to be able to change a value dependent on where the mouse/pointer is currently located within a grid. Any thoughts?

Hi Team,Quick question — has anyone else encountered this behavior in rule logic?I’m working with a standard api.Data.GetDataCell(...) call that includes the O#Top member in the POV. Here's the line I'm using:Dim baseValue As Decimal = api.Data.GetDataCell("C#Local:A#1104000000:F#CLO:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#Top:U8#Top").CellAmount.BRApi.ErrorLog.LogMessage(si, baseValue)On the Cube View, this correctly returns -501 under O#Top.However, when I log the value in the rule using:-          It outputs the value from O#Import, not the aggregated O#Top result I expected.This rule worked flawlessly for 3 years until now on Version 7.4.As a workaround, I manually aggregated the base origin members in the rule, which produced the expected result.However, I’m still unclear why O#Top didn’t aggregate properly in this case, given that it functions as expected in Cube Views. I checked and compared with several other apps, i

Hi all,  is there any way (we might have overlooked) to not only extract headers to excel, but also footers? Thanks Markus

in our initial design we have a local Admin user - OS_Admin that runs all our DM and Scheduler jobs. This was a local Admin user that pwd never changed (IT requires all AD users to change pwd's and we have too many embedded scripts with pwd for this to work).  When we migrated to V8 and the new SSO security structure was applied, we found that keeping the option for manual user sign-in created more issues for our SSO users than we could justify so we have stopped being able to sign in as this user. Issue:  We have logic that is pointing to the Global and this user's settings that drive most of our activity.  In the short-term I have changed the User based settings to point to my user but I need to get away from that. Need: I need to be able to sign-in as the local user to set the POV for WF (Scenario, Time, WF) OR is there a way I can change that from my Admin user.  Don't care either way, just need the result to be that the OS_Admin user's POV is updated. 

Hi,  I'm trying a landing page dashboard where I can put buttons that go to various locations, both inside OneStream and outside OneStream.  Some of these links will be to files in the box or SharePoint, and some will be to other Tableau dashboards.   I'm struggling to figure out how to create the Navigation Argument so i can select it with my button component.  Where do I go to build one?  Is there a blog post or article on this?

Hi. I'm looking at a way to find all cube views used in book definitions. I was thinking of exporting all xlBook files all at a time via Load/Extract but I cannot find how to do it. Is it possible? Or would there be another way of getting that information? Thanks!

Hi All, Anyone has encountered OS-CAT-0021 error while performing copy application by using cloud administration tool? what's the solution to sort out this. 

hi All, I need to upload data into the new scenario Plan with 5 years and would like to load data in parent membaers (Entity, Account and UD1), I'm using the scenario property "Allow input into Aggegated Consolidation member" but I think that this property is for another purpose. I'm coming from EPM Planning where it could be possible and many people told me that uploading data at any level is possible but cannot find any example. Could somebody help me? Thanks in advance and best Regards. Mario Guerrero

I am the admin for the application. I dont find any button to closed/reopen workflow at v 8.4.1. BUT we do have a workflow closed without any reasons and I cannot reopen it.Anyone have any ideas on this? Thank you.  

Hi all! We're looking at creating an integration from Workday for automatic maintenance of our Entity dimension - including new member creation, hierarchy creation and movements, and text fields updates. Wondered if anyone else is doing something similar? Is it a complex integration, does it seem to work relatively seamlessly? Any best practices to share? Thanks in advance!  

I am trying to load stage data via Excel and having an issue I am not sure how to fix.  I am loading data, including for attribute values 1 and 2 (AV1# and AV2#).  However, if there is a zero in either AV1 or AV2 the row is suppressed, even if there is a non-zero value in the other attribute dimension.  Is there a way around this behavior with a special token I can add or some other change?

I'm having trouble with a dashboard I'm building. I want to display either an IS or a BS on a single dashboard frame based on user's selection. I've created a list parameter with the options "Income Statement" and "Balance Sheet". However, no matter which option I select, the dashboard only displays the IS. I suspect I'm missing a step to properly link parameter selection to switch between the two reports. I don't have much experience with multi report dashboards up to now, I've only worked on single report dashboards. Could someone help point out what I am doing wrong or guide me on how to make the report dynamically switch based on the parameter. Thanks.

Hi everyone, My employer recently migrated from v7.4 to v8.5, and one of the new 'features' is the ability to rename journals before submission.  Due to internal processes we'd like to restrict users from making any changes to journals names (regardless of their status) as they must follow a predefined naming convention.  Based on your experience, does anyone know if this is possible?  Thanks, SERGIO

Hello ...  We are trying to output the formula for Accounts of type DynamicCalc in a cube using an U8 member named U8#AccountFormula. In this member we have defined the following: Return api.Account.Formula(api.Pov.Account.MemberId,API.Pov.Scenario.MemberID,Api.Pov.Time.MemberId) The code above only seems to work for all Accounts except type DynamicCalc Is there another function we should be leveraging? Thanks  

Originally posted by Nick Tracyis there a way that a users can see when the last load for an entity is?  Is it possible to present that in a dashboard or a cube view (cubeview would be embedded in our various internal worksheets).   This is just so during our close process someone can know look at OneStream and know if they are using the most recent data.  Sometimes management updates the GL fast and furiously during the close and OneStream may not always reflect the GL.   I would like an easy way for a User to be able to easily view when the last load was.   An example was a User knows the GL had updates at 9:30 am, requests the system to be updated, at 10:00 they "think" it is and use old data while the Admin updates OneStream at 10:07 or something (some people are impatient).  I would like them to be able to see there hasn't been any new loads since their request and so they know they aren't using updated data.