OneStream Platform Forums

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?

Hi all, I am using the Business Rule to perform the user access provisioning using BRApi for security management. And used this BR in DAM job, added the DM to a task scheduler job to run it. All are working fine, but in the DASHBOARD -->NAVIGATION CENTER--> SECURITY AUDIT REPORTS --> USER CHANGE AUDIT. I cannot see the change line appearing in this report, executed by task scheduled for the DM (run by Business Rule.). Is there a way to enable the time in this report. apart from this i see the audit data and time in TOTAL USERS, USER LIST reports. --------------------------------------------------------another important point i noted was ,those new user whoever i provisioned through the BR are uanable to authenticate. but when i make a small change like space or some modification in the user parameter save it. then undo the change and save it. they are able to authenticate the applciation.      

Bi-viewer appears to be limited on font size and type in version 8.5. So, what I've done is created anpng file through paint and chose the Load option in my Title in my bi-viewer to work around the original legend that is too small. What this allows me to do is have the font whatever size I want and I can make my legend line up with my bar chart. Looks beautiful on the client, but as always, the browser requires something "special". Is there anyway that I can use this thought pattern to make it appear on the browser. The Load function only looks at my cdrive which will not work on the browser. I tried uploading it to Data Explorer to get it on Onestream and then using that url in my image, then attaching my image to the same dashboard where my bi-viewer runs but it doesn't embed it into my chart so browser doesn't like that either. Regardkess if what I try, I just get the picture icon where my Title should be. Any ideas? ....even if it's something I've not mentioned here? Thanks ahead

hello Team, good day; we have 4 alternate hierarchies for Entity dimension, the Application is for Consolidation, BS & IC, having the Balance sheet accounts balancing the amounts, the main hierarcy is balanced (means 0 asset, liability & equity), for all the rest aer unbalanced and the reazon could be the elimination accounts because these are not summing properly to 1st and 2nd level, (main parent and ancestor). the consolidation rule is custom and runing, maybe the conso properties are bad. Does anyone knows how to solve the unbalancing for all the Entity hierarchies? thakns in advance and Kind Regards

Hi, I am trying to reference a file location using an xfbr string in a image component.When the image component is configured like this:File Source Type - Workspace FileUrl or Full File Name - <FileName.png>This works to reference the other workspace.However when I use an XFBR String Service to return the exact same <FileName.png> it does nothing.I have also tried <Workspace.FileName.png> & <Workspace.MaintenanceUnit.FileName.png> without luck. The idea is to conditionally return different image files. 

Hi there,I am trying to extract a component using XFProj.  I worked with that in the past.... it seems there is a bug on 7.4.2 as the below code works in v5 but not in v7.4. <xfProject topFolderPath="XFProjMenu" defaultZipFileName="Menu.Zip"> <projectItems> <projectItem projectItemType="DashboardComponent" folderPath="" name="cpTest" includeDescendants="true"/> </projectItems> </xfProject>   The documentation does not mention anything about the workspaces.Can you guys test on your side on provide a feedback?Thanks  

Hello OneStream experts: Thank all of you for the dedicate helps. I build onestream quick view using excel. It seems all the functions in my quick view is working except the consolidate button is always greyed out not matter how I change my POV. I would like to use my quick view to consolidate data to the parent entities. But I can only do calculate and Translate, not Consolidate with quick view in Excel.  I would really appreciate that someone may tell me how to do consolidate with my excel quick view. Thank you in advance.

I have built a OS data adapter off of a cube view that has a parameter that prompts for entity.  I subsequently built PowerBI query to pull data via this data adapter.  I can get the PowerBI query to pull data if I hardcode the Entity parameter value in the Custom Subst Vars in PowerBI.  What I would like to do is replace hardcoding the Entity value with list prompt for the user.  That will let the user decide which entity they want to pull when they refresh the query.  Any ideas on how to create this functionality? #PowerBI  

Hi, this might be an easy one, but I haven't worked with Report components before. I have a Report component which is used in a dashboard. All working fine except that I would like the rows to be ordered based on the values on one of the columns. In the example below, I would like to order the rows based on the Lease Start Date. I have tried updating the data adapter that is assigned to the report, but the ordering of rows in the data adapter seems to be ignored by the Report, so that must be something in the Report overriding the rows order.Any suggestion is appreciated.

Hi all, I've been playing with this feature for a bit and it would appear that if you've made a cube view connection to a CV that contains parameters based on "Member Dialog", those parameters don't seem to work as expected. The resulting worksheet does create a space for those parameters but in the cell where you would select your member, there is no dropdown available to open and choose.  The cell is completely blank.  Upon refresh, I am prompted for those member dialog parameters but even the result I choose is not returned to display on the sheet.  Doesn't seem to be any issues if the parameter is based on a Member Filter. Am I doing something wrong or is the use of Member Dialog parameters in Excel add-in simply not possible?  There is nothing in the existing documentation that I can find that discusses this. Attaching a screen capture of the Excel results:  

Hello,I have been getting the following error trying to load a form template in OneStreamI've checked the intersection and it matches the white input cells I am trying to load to. Is there any other reasons this error would appear?Thanks

Wondering if anyone else is seeing duplicated dimension IDs in some of the built-in Application Reports (the example below is based on the "Member Property Changes Audit Report")We're on V9.1 but have seen the same issue in 7 and 8 as well.The results do vary depending on which of the duplicated dimensions you select. If you've also seen this, has OneStream provided any explanation as to why this exists?  

Hi everyone,I’m currently building a OneStream application for a budgeting process and I’m facing a modeling challenge with account aggregation.The situation is the following:We have the same source account (for example 600000) across multiple entities. However, depending on the entity, the amount should roll up to different parent accounts in the reporting structure.Example:If Entity A loads Account 600000 = 1000, the amount should roll up to ParentA.If Entity B loads Account 600000 = 1000, the amount should roll up to ParentB.The key requirement is that I would like to keep only one account member (600000) in the Account dimension, without creating multiple target accounts such as 600000_A or 600000_B.Since the Account hierarchy in OneStream is static, I’m trying to understand what the best design approach would be to handle this type of entity-dependent aggregation.Has anyone implemented a similar requirement?What would be the recommended way to model this in OneStream while keeping