OneStream Platform Forums

I'm fairly new to OneStream. I've a requirement where if ICP is P213 and irrespective of any source entity then target entity will be "Chicago" and if Source entity is "E123" then target entity will be "New York". The problem which I'm facing is that I do have "E123" in source file where it only takes the mapping of "E123"->"New York". It doesn't even see if the ICP is P213.

Has anyone come across a bug that causes S4 HANA - URL drill-back to get truncated on execution? We are calling a remote URL that opens the Fiori app.  The actual URL gets cut off from the # sign from the OS Drill-back in the browser. Simple code in use - The drillback code is:drillBackInfo.DisplayType = ConnectorDrillBackDisplayTypes.WebUrlPopOutDefaultBrowser.OneStream Support reported this as a bug in the solution.  Any thoughts?

Hello, Has anyone had this error message "No valid DataKeys (Scenario/Time) found in data source".  I received this message when importing a "text" file through the workflow.  Once import is selected and is at 94% complete prior to validation.   I have checked on Scenario & Time to make sure it is proper.  I need help on how to fix this.   

Our beginning balance formula is as follows: 'Check to see if we are in period 1If api.Time.IsFirstPeriodInYear() Then      ......... Else     ............... This formula worked perfectly rolling from 2023 into 2024, but now in 2025 we are having issues. EX: In Feb 2025, the beginning balance is reverting back to Dec 24 instead of Jan 25. Any insight into where I might start in figuring out this error? I tried looking at our business rules for api.time and didn't see anything that stood out.  Thanks!  

Hello,Is there any way to leverage a Dashboard Extender rule to set Workflow POV items? I previously had made a post by doing this in the new SmartLinks rule, but I was able to find a way to avoid using that. When my dashboard gets loaded, an extender rule executes, I want to run a subfunction that updates their workflow profile, scenario and year.Is this possible?

Hello, I'm working on writing a budget report for my company and we have these summary accounts that all start with "S_" and the parent name (i.e. ExtSales would be S_ExtSales). Is there a way I can use substitution variable on my column override, where I wouldn't have to go in and change every line to update the override? Thanks, Will

Dear colleagues, Could you please advise why error Pov occurred in cube view calculated columns (I use formula GetDataCell in member filter in these columns) when I click save button in order to save text comments in column VarianceExplanation (this column contains member V#VarianceExplanation). When I reload this cube view again this error removes, and I also see that text was saved. See below error:  

Hi all, We have Excel file that we upload into Cube (some tabs from this Excel file). This file also contains additional tabs that we want to upload into stage only and create cube views based on numbers on these additional tabs. Could you please advise where I can find instructions how to create, upload, perform mappings (if necessary), aggregate stage data and create cube views based on stage data.  

I am having issues with my dashboard appearing on my iPad after clicking through one of the buttons I created (going from one DB to another).  It seems to work properly within the application on my PC but when I navigate on my iPad the next page goes blank.  I made sure the naming convention I want to navigate to is correct.  Is this a potential bug that this doesn't work on mobile device?  Here is the button property I used for navigation:   

Our team submits topside entries in OneStream using the Adj channel. Upon a journal reaching "Submitted" status, I want our application to send an email notification to the approver that the journal is ready for review. We already have email notifications up and running for our application. I would like to have the email distributed based on a security group we have, CorpAdjApprover. Any ideas on how I can set this up? Would it go through an Event Handler business rule? Thanks in advance.

Hi I have created a workflow and need to assign entities however they are not showing up on the list. The only one which is showing up is NoneWhat could be the reason for this?  Regards

Hello Experts, I am wondering if any one has worked on requirement where 2 entities need to be translated at 2 different rates for Budget scenario. I know how we can translate entire scenario by historical rate. I am not sure having entity filters will work in this case or I should be looking at different approach?Thanks,MP

Hello,Something a little different here. Below is an OS Dashboard. The client is leveraging SmartLinks to navigate specified users here (via Email). Upon selecting the link, the user is navigated here on the browser.The first red box indicates the Project to select. SmartLinks allows this to be prepopulated so the dashboard is defaulted with the correct information upon arrival.Everything is working as expected besides the pesky SQL table editor component. Web View:It is important to note that the SQL Table Editor component is populated via Dashboard Extender rule, which is executed when the Project is selected. In this case, the project is already selected, but I cant seem to get the extender rule to execute upon arrival to the dashboard. Any ideas? I want to believe this is less with the new SmartLinks feature and more with standard OS logic.

I would like to create the Report that runs to multiple Entities and my table of content would be list of Entity.I would like to make use of report designer component which is in OneStream .Can someone please help me understand how to do that 

Hi everyoneWe want to do a sign flip on an account to be applicable from a certain period. The sign flip must therefore not have an affect on historic periods. The requirement is as follows:Perform a sign flip on an account data coming from a source system using a transformation rule complex expression where the month period is > 202412.We would appreciate suggestion from anyone who has performed something similar in the past. ThanksJohan

Hi, Does anyone have an example where multiple dbwheres on the same column are executed?The syntax seems to support AND/OR, but I can't seem to get it working.  I have the following dbWheres (without the AND/OR part): Dim dbWhereEntity As New DbWhere("Entity", dboperator.In, entityFilter) Dim dbWhereResignationDate As New DbWhere("TermDate", dboperator.IsGreaterThan, dateEndOfMonth) Dim dbWhereResignationDate2 As New DbWhere("TermDate", dboperator.IsEqualTo, Nothing) Individually, the ResignationDate dbwheres seem to work. The SQL statement needs to look something like this: SELECT * FROM MyTable WHERE (TermDate > @DateEndOfMonth OR TermDate IS NULL) AND Entity = 'MyEntity'; (I know I could build a SQL statement and execute that as a work-around, but I'm just curious how this works) Any help is appreciated, thanks!

Does someone knows the syntax to call a memberlist that is written in a Finance MemberList service accessed via a service factory? I've tried many forms but cannot get to my code. Thanks

Has anyone been able to get an extensibility rule to work in the workspace assemblies? I've looked and I haven't seen much of any documentation on this. I'm working in 8.4 and have the rule working when I have it using the regular extensibility business rule which is attached to a DM job to run. When I try to move it to a workspace assembly and put it on a DM job it doesn't work. I've created a new file as the Extensibility Business rule source code and have the same code with no errors. I don't see an option in the Ws Assembly Factory to specifically call out extensibility rules either. So far I've been successful with getting an XFBR, Extender Rule and Custom calculate rule to work in assemblies but extensibility doesn't seem to work. Below is the error I am getting.  

Hello Team, By using following entity filter "E#Root.WFProfileEntities" we can pull the children's of workflow parent entity in Cube view & Quick view. How can i pull workflow parent entity in CV and QV. Can you please help us to provide the solution.

I was wondering if it's possible to include Gross Profit as a column in a bar graph in BI Viewer. Specifically, I want to calculate Gross Profit as the total Revenue minus Expense accounts and display it as a separate bar in the chart.I've tried using Calculated Fields, but I haven't been able to get the total to appear correctly in the visualization.Has anyone successfully done this in BI Viewer, and if so, what approach did you use? Any help would be greatly appreciated!

Hi All,I am trying to create a dashboard to extract the data for the given point of intersection basically I have given all the dimension parameter for the user to select and click on the button download that runs the DataManagement job and will extract the data for the selected POV .I am able to achieve the above requirement just like an enhancement I want to also get the data of the user details who has loaded data into those point of intersection.Can some one help me with the lead how can I achieve the above user details that would be really great.Thank You  

Just a heads-up for anyone using the REST API - this may save you some head-scratching!GetAdoDataSetForAdapter (5.2.0/Synchronous) and non-Default WorkspacesThere appears to be a problem with running GetAdoDataSetForAdapter if your DataAdapter is not in the Default Workspace. The Data Adapter returns an HTTP/200 in PostMan BUT the Response Body is null.It appears that the WorkspaceName parameter in the RequestBody has not yet been implemented in the RESTAPI.The RESTAPI documentation still referes to this parameter as being "reserved for future use" (but I assumed that this was a documetation bug as non-Default Workspaces have been out for a while in 7.4/8)API Version 7.2.0 and WorkspacesIn the Asynchronous APIs (7.2.0), there seems to be no way to specify the Workspace when you are generating the Application Session Token (SI), so you get the same problem with Data Adapters not in the Default Workspace.I proved this by moving my Data Adapters to the Default Workspace at which poin

I need to make some changes to the UD3 dimension hierarchy member names and was wondering if there is a way I can do a mass update.  For example, the coding used for UD3 name  OLD_XXX will need to change to NEW_XXX.  There’s ~266 members I need to update and many more to come.  Can you please advise if there is an easy way to make this change?  Thanks!

I am receiving this error when writing a business rule, any idea on how I can remove this error? Here is the portion of the business rule where I am using 'si': Dim objXFResult As XFResult = BRApi.Finance.Data.SetDataCellsUsingUsingCsvFile(si, filePath, delimiter, originFilter, targetOriginMember, loadZeros)  

Hi all,I'm building a Report Component from scratch, but I'm not able to put the Application's Logo (defined in Application Properties / Logo File) in its header.I can add an Image control, but I must fill it with a file (or URL), looks like I cannot bind the control to the Application's logo (and IMHO this would be really helpful)I also tried to look at Report's Scripts, I see a lot of events, but I cannot find documentation to use them (maybe there's something I can do through them, to grab image from Application Properties, injecting it into the component)Just wondering if there's something I could do... Any help would be really appreciated