OneStream Platform Forums

I have built out an extensible document in PowerPoint that extracts a set at dashboards out of OneStream. I have charts displaying data for the current month, and previous two months.  I am having trouble using a variable to label the two previous months. For the current month, I just use the |CVTimeDesc| variables and it labels it correctly. But I can't seem to find a variable that works to display the prior period months description. Something along the lines of |CVTimePriorDesc|... Any help appreciated. Thanks!

Hello everyone, when data imported, the amount are displayed with only two figures after coma 0.00 i would like to display an amount format 0.00000 how can i do it in the datasource? Thank you for your help!

Hi OneStreamers,  is it somehow possible to reference a System Extender rule from an application level business rule (e.g. Dashboard XFBR String)? We would need this to centralize some functions, that should be available and standardized across multiple OneStream applications.   Thanks Markus

Hi all, Due to requirement,the conso type we use is force consolidation,while doing which noticed that more time is taken during "Aggregate child entities" and that too for specific year (2024). When drilled through it,noticed there are huge number of data cells processed for each entity. Example: for entity A,scenario 2024_241_M2 and time 2024M2,possible member combinations along with other UD dimensions is expected to create data  cells in 1000s (at the max) but noticed there are around 40k plus data cells created that stores value 0.(E#A:S#2024_241_M2:T#2024M2:U1#A_001:U2#None:U3#None....U8#None stores 0) I tried to clear the invalid data cells using clearcalculateddata as well as using data buffer, but nothing worked.Im still able to see 40k plus data cells. Kindly suggest options that clears the data cells itself and remove the invalid member combinations. Thanks  

Hi, I want to block Consolidations in prior year Forecasts and Budgets, as these should always be static.  I've already locked all Workflows,  but I'm still worried that Admins can run consolidations from Cube Views, etc. I've tried using Data Access in the Cube,  but none of that seems to actually do anything.  For example, I tried adding a Data Cell Conditional Input rule that makes the prior year and Forecast scenario Read Only,  but this doesn't prevent Consolidations from running. Any ideas?

For years now if you had a combo box on a dashboard (use View as the example, where a user can select MTD/QTD/YTD) the user's selection would be saved. This would mean that even if the default for the View Parameter was YTD, if the user picked MTD it would stay on MTD the next time they came back to the dashboard.  I have been noticing in V8.1 this is no longer the case. When I come back to the dashboard, it is always set to the Default YTD, even though I left it on MTD. Am I just missing a new toggle somewhere that I need to flip on so that it saves my selections? Has anyone else noticed this behavior? Thanks!

In our date description the Januari month shows the wrong year. The date notation is correct, but de description in incorrect. Eg 2022M1 has a description of Jan 2021. This if very annoying and confusing for users in combo boxes at dashboards.   I have pinned it down to the wrong fiscal year start date was entered when our application was set-up.  The first period of data in the system is 2019m12. In the time profiles this was interpreted to a fiscal year start date of 12/31/2019.  When I change the fiscal year start date 1/1/2019 in a test environment to, the issue with the wrong year description in January is resolved an at first glance there are no other issues popping up.  However, because the time profiles are such a basic setting, we are hesitant to adjust his.  Question:  1. do you have recommendations for specific test we should run, before changing this setting 2. are you aware of a work around how the specific January description can be adjusted

Hello Everyone, I'm trying to build an advanced transformation rule based on a member present in my dimension. For example, I want to bypass all lines that contain a member not existing in my UD3 dimension. Currently, I use a one-to-one mapping for my UD3 members and I add a mask to bypass the rest with: * -> (Bypass). However, this method doesn't handle cases where new members are added to my UD3 dimension. Each time this happens, I have to update my one-to-one mapping. How can I dynamically implement this using a complex rule or a business rule? Thank you for your help. Yahya

I am trying to retrieve Workflow Channel Information for a specific Workflow Profile in a Business Rule. I am able to fetch it using SQL using the Attribute Index value. Just checking if there is any in-built function to fetch it.

Hello, Is there a way to have some sort of business rule I can create for when a user answers a questionnaire (set up as Non-Financial stat account), that only based off their answers (Yes or No) specific forms come up in their WF profile? We're doing some auditing form creation and we're trying not needing to make different form template profiles/groups?. Thanks, Will

Dear Community, Is it possible to merge cell in rows and display our heading in center of it? My heading should be populated in center based on user selection of time. In first image it is in left but I need it in center.   

HI all, For our reports @Mars we would like to show a complete blue header bar f(rom the left to right), including the column header titles, like below: I've been playing around with the CV extender options but I havent got any further than below. It keeps aligning the titles at the wrong position, left or right. Does someone have a nice example of an extender rule who solved this?   Thanks alot!   Regards,Jorrit

Hi all I was wondering if it is possible to override the default 'clear and load' settings on a data load step from 'Level 2: Workflow Data Unit' to 'Level 1: Cube Data Unit' Just to give a bit of context: We perform a data copy from a Budget scenario (using Data Management Sequence) to a Forecast scenario to provide a starting data position for divisions to use when they capture their forecast data.Once the data copy is complete, the process for divisions to update their forecasts is to extract an Excel Fixed File Template on which they will make their changes and additions over the copied Budget data, and then to import that file via their Workflow to the cube. However, when wanting to remove an account for instance, the only way to do so it to load zeros to that account. This is because the load clears by account and not entity. Is it possible to change the load so that it deletes all accounts? Thanks, Mark

I am trying to load 3 data files via 3 import step within same WF. What I see is the last imported data replace the data in the cube for the same intersection. I want the data files to sum up instead of replacing with the last loaded file. What is the way to do this? I cannot use the same import step - as one of the import has a parser rule running which I dont want to run for the other load file. Please advise.

Is there a way to pass the Required Input Parameters for a book into a loop?  For example if the users picks 2024M3 for time I want to be able to produce a report for that period as well as a report for -3 months and -12 months.  I can get T#POV, T#PovPrior3, T#POVPrior12 to work but I would like to use the input time instead.  

Hi All!  We're trying to import form data via excel template, but the load is not validating certain tokens such as WF assigned entities and template name.Is there a way of adding validations/static values to objects of type FormRangeContent, similar to the ones in PLP for registerTableRangeContents ?Thanks! 

I am getting error on clicking on any of the artifact inside onestream application after i have logged in. For ex - If i click on dimension under application , it pops out that error. Strangely the error is happening only for me and not other users. Do you know of any Local onestream user data folder which can be deleted?    

Hi All,  I 'm trying to build a cube view report, it has numerous rows in it, However I need only TOP10 results. Could you please help me how do I select only Top10 results based on the total value? Assume that it is sales related information, Report has the details about all location sales. However, I would like to see only TOP10 location results (Based on the total sales)It would be helpful if anyone could assist on this ASAP. Thanks, Bharath

Does anyone know how to delete Annotations? I have a DM step and no matter how I set it, it clears the numeric data but not the annotations. I see code to set an annotation value but do not see any code that will delete annotations.   Any thoughts?  Thank you, Bill

Hello OneStream Community, I'm seeking guidance on a functionality related to POV selection within the OneStream application and its transmission to Excel. Specifically, I'm curious if it's feasible to automatically capture the user's selected POV from OneStream and populate it into Excel cells using table views once the Excel application is initiated from OneStream. In my current setup, I've created a custom cube view that allows users to select certain POV members. There is also a custom button that exports the cube view in Excel using spreadsheet rules. The goal now is to have the user-selected POV members auto-populate within Excel cells. Has anyone implemented this functionality or does anyone know if this is possible? Any guidance or insights would be greatly appreciated. Thanks in advance for your help!

Hi - I have a dashboard XFBR business rule that calculates totals for members with a specific text value in a cube view. The rule is working as designed, and I have a couple GetDataCell functions in separate columns that reference these totals. However, I also have a UD8 member for variance analysis purposes that need the totals to determine whether or not a value exceeded a threshold - how do I pass what my business rule calculates into my UD8 formula? Here's the business rule for reference: If args.FunctionName.XFEqualsIgnoreCase("CVMath") Then 'Math function used in CV Dim MathFunction As String = "GetDataCell(" 'Suffix for GetDataCell function Dim Suffix As String = "):Name(Total)" 'Get ColNames to use in Math Function Dim ColNametoSum As String = args.NameValuePairs.XFGetValue("ColName") 'Prefix Dim ColMath As String = "CVC(" & ColNametoSum & "," 'Get cube view member filter Dim cvMemberFilter As String = arg

Hello All, Could be a very simple question but need help. I have a calculation F#Flowmember= T#TimeMember1+T#TimeMember2 +T#TimeMember3 in Local which works fine.I want a similar calc in USD as well, so i run the same custom calc through DM Step just changing the Consol Member to USD. Now the problem is, when i run consolidation. the USD Calculated values are overwritten by translation numbers which i dont want to and retain the custom cal which i did in USD. Any idea on this one..THanks in advance..

I have a dashboard with a Label component that uses a Cube View as the data adapter. Here's how it's set up: The Cube View (CV) employs an XFBR in the account POV to retrieve one account number. Therefore, I've assigned XFBR(BRName, Function_Name, Account =[|!Param_Account!|]). The XFBR utilizes a Member List parameter from the same dashboard, where I've set the parameter's default value. The error occurs when I open the dashboard. The Label value attempts to run the Cube View, triggering the XFBR rule. However, it fails to capture the default value of the parameter, resulting in an error. My assumption is that the XFBR is unable to transmit the default parameter value. The workaround is to directly open the Cube View section and modify the account POV field to only include |!Param_Account!|, then run it once. This action somehow prompts the system to store the parameter value for that user. Subsequently, when the user runs it from the dashboard, the error is resolved. Do you ha

I am hoping someone can point us in the right direction. We are being asked to map from the NetSuite Internal ID to the OneStream Member. What we had proposed was to map from the NetSuite External ID to the OneStream Member. I don't want to pre-empt responses by expanding on why we had suggested using the NetSuite External ID, but would really appreciate any insight from anyone who has done this or has the understanding to explain what good looks like / best practice. Many thanks in advance 

Dear Community,   I'm currently working with event handlers and need to retrieve workflow-related information within the FinalizeValidateIntersect operation. I'm using si.WorkflowClusterPk to access this data, but I'm exploring alternative approaches to avoid relying solely on this method. Thank You.