OneStream Platform Forums

Hi All, I've got an annoying error message popping up on a dashboard I've built. To be clear it doesn't stop anything working, just wondering if I can get rid of it somehow... Basically in the content section there are 2 cube views. When the user clicks on something in the first one, it uses the normal navigation links (in the cube views) to pass an entity and UD4 across to the second one. It's all fine and works except for the first time the user opens the dashboard when cube view 2 doesn't load (and gives the error message) because nothing has been clicked on yet! Is there any way to pre-populate the |!ClickedEntity!| and |!ClickedUD4!| in cube view 2 before anything has actually been clicked? Thanks (screenshots below), Richard First time load before anything has been clicked:   After clicking on cube view 1, the navigation links kick in and populate cube view 2:  

Is there a way to create a dimension member drop down in Excel to use for the GetXFCell data selection listing?

We have built a set of dashboards for our client within OneStream and the requirement is to be able to export and distribute these dashboards outside of OneStream.  We have previously gone the route of exporting to PowerPoint, however, we are struggling with the cube views replacing the images, formatting, not bringing over any editable text, etc.. overall, a lot of work for a poor result.  Are there any other options to exporting dashboards? Ideal result is to get as close as we can to what we are seeing in the OneStream dashboards and just extract them.  Any advice is greatly appreciated!

i am pulling flow to cube view i want to round the number to two digit precision. i tied with number formatting N2 it didn't work. i can see the two digit in CV but real number still exist when i export to excel. How can i round the number?  

Hello, I am trying to adjust the code below to handle the following situation: The client loaded data for Test Rate and Test Count on UD1 "ID". The data buffers defined for prior month (TotDirCOGSDataBuffer and DirCOGSDataBuffer) do not have any values for UD1 "ID". The client wants to do the calculation for UD1 "ID" as follows: take the prior month data from another UD1 member, multiply with the Test Rate and Test Count for UD1 "ID" and place the results on UD1 "ID". How I can accommodate this change, considering this will happen also in the future when they need to perform a calculation on a UD1 member which does not have values in prior months? 'api.Data.ClearCalculatedData(True,True,True,True,"U7#DirCOGS_Calc") api.Data.ClearCalculatedData(True,True,True,True,,,,,,,,,,,"U7#DirCOGS_Calc",) 'Create a result data buffer and destination info to add the cells to later Dim resultDataBuffer6 As DataBuffer = New DataBuffer()

Dear Community, I have a SQL Table Editor on a Dashboard and a button. When user select (click on a row/record) on the SQL Table Editor and then click the button, I need to pass the data in the selected row to a business rule. Is it possible? Thank you in advance!

Hi All, I have a requirement to create a cube view with 3 columns of orders and to make them like a single column. Can anyone please suggest. Please find the below snap for your reference. Orders of 3 columns, should make as one column. Column1 - PW Column2 - CW Column3 - VPW        Thanks in Advance.    

For our Planning/Budgeting application we have a dashboard that is an excel spreadsheet with a CV embedded in it.   Goal: is to allow folks to copy paste from excel where they have additional data summarized (ie paste formula as a value) Issue: Copy (Ctrl-C) Paste (Ctrl-V) will paste the formula that then turns into a value based on the reference in the dashboard and not the original excel. Option 1: I did turn on Spreadsheeting setting - Show Ribbon and user can now select Home-Paste Special-Comma delimited. Question: Is there a better way!  1) - Folks are confused with the list of Paste As options (see below). 2) - Creates 3 additional clicks than normal. 3) - We prefer to not even show the Ribbon - It just creates questions from users. 4) - Is there a way to set a default or maybe a button. Clarke

Hi team, Is there a way, perhaps using channels, to input a journal entry after certifying a workflow? 1 - This workflow is designed to import data, perform data checks after processing, etc. There is one workflow like this for each entity. USA is an entity assigned to this workflow. If I remove it from the workflow entity assignment, the journal posting will work, but i want to keep it there if possible for now.   2 - Then, users can create journals to post adjustments for any entity. However, attempting to post an adjustment for the USA entity will fail due to its certification status. An error message will appear: "Data validation error. The parent Workflow Profile 'USA' is certified." Thanks.          

Is there a way to get the prior workflow period's amount ('Am' field in sourcestageData table)?My use case is subtracting the current period's amount from the prior period's amount to derive the periodic value so I can apply Fx translation to just the periodic value instead of YTD value within a Derivative Transformation Rule.I can easily get the current period's amount with this syntax:  Dim amountValueCurr As Decimal = args.GetNumericValueUsingColName("Am") I can also get the current and prior Workflow Time Key's, but unsure how to leverage the prior Wtk to get those amounts from the prior period.

Within our design we are using 3 layers of extensible cubes with extensibility across Entity, Account and UD dimensions. We are finding inconsistent results when the user is in the parent cube and are attempting to ‘drill’ to lower detail in an Ad Hoc Grid. In the attached video you will see a user using the .Base member expansion and doing a right-click drill and receiving differing results. In talking with OneStream, this appears as expected functionality because of extensibility. We were provided a workaround (adding .Option expansion) which is not user friendly given the availability of a .Base button in the member expansion. Logging this enhancement request because this is not a user-friendly functionality and the inconsistent results could cause users to not trust the results they are seeing in an ad-hoc grid. We understand we can put it into a parameter per case CSRC009442 .Base.Options(Cube = Global, ScenarioType = Actual, MergeMembersFromReferencedCubes = False)  which ca

We have created a CubeView to enter Fcst data into it.  We have created WF's per region (UD4).  When I assign the entity to a WF, I get this error message.  When I remove the entity (not assigned to any WF's) I don't get the error message.  Is there a way to assign the Entity so I can have the Entity closed via certification and leverage it in the Calc Definitions.  In our world we have planners that have regions that are spread across different entities so we plan by region/UD4 and not Entity but I still want to leverage WF capabilities to close out updates via certification.  I thought the setting - 'Load Overlapping Siblings' but that did not work. Result is that I don't have any entities assigned to any Fcst WF's.  Not ideal.  

Hi everyone ! Hope you're doing well. I am looking for help on a word extensible document : we manage to integrate a cubeview in the doc word however the column header do not appear despite selecting "IncludeReportHeader=True". Could you please advise on this matter? Many thanks in advance ! Best regards Jérôme The cubeview as formated for reporting purpose : The word settings for integration of the document in word : {XF}{Application}{CubeViewReport}{CSR008_RPT_DPEF_TER02} IncludeReportMargins=False, IncludeReportHeader=True, IncludeReportFooter=True, IncludePageHeader=False, IncludePageFooter=False How it looks like when opening word in OneStream : I don't understand how to make column headers appear whitout having to display page headers. My understanding was that column headers were report headers and not page headers.        

Users have been receiving the following error when trying to access various dashboards:"'GridItemThemeKeyExtension_DefaultBackgroundColor_OneStreamBlue' resource not found."The error has occurred for multiple users on multiple dashboards, within Production and Sandbox. We have found that the error does not reappear if the user logs out of OneStream and completely closes the application before logging back in and attempting to access the dashboard again.Has anyone else seen this error before and been able to determine the root cause?

Hello, Does anyone know how to Pass CalcScript in navigation links from One CubeView to another CubeView? Any help will be appreciated. Thanks

Dear community, When we execute an allocation in OneStream (the one when we right click on a Cube View cell), we can indeed execute an allocation. I was checking but I couldn't see any logs or audit information regarding this allocation. Does anybody know if there's an audit table, or any logs, that are related to this allocations ? On the other hand, are there any event handler related to the execution of this allocation ? Regards,  

Hi, After the reporting units have reported and certified their workflows. We need to post a group journal that affects almost all reporting units (this cannot be done earlier in the process). How is this possible without having to un-certify all companies and unlock descendants etc. There must be a simple way to post a group journal without touching the certified status of a reporting unit.  Please advice. Thanks!

I need to export the annotation and data for certain intersection to an external table. I am able to do that using FDX from cube view but can that be done without a cubeview? I am not sure if FDX of data unit would work and if does then how to? When I used that I get only the data. 

I am able to get some export using the FdxExecuteCubeView function but the exported data does not match with the Cube View. I add too many columns in the export and a lot of columns that are in the actual CV are missing. For instance the below two rows are same in terms of data, but the excel export from data explorer shows the entity ID, while it does not show that entity ID in the data table exported to external SQL table. Also, there are missing annotation columns in the data table export too.       Code: (I don't want to filter anything)  

Is there a way to pull the functional currency in a Quickview, for example we have a Quickview showing entity and account (cash) in the rows and time in the columns.  I would like to pull the entity, the functional currency of each entity.

Hello Community,  I have an issue with the chart size, if I try to display it in powerpoint, using the extensible documents function like this. I tried several different zoom factores, but all efforts failed. I want to place 2 charts next to each other, but every time I try to decrease the picture size, so two charts could fit on one slide, or change the settings, I only see 40% or 50 of the charts. Question: Is there a way to decrease or increase the size of charts/pictures in powerpoint, but still be able to see 100% of my chart? I´m facing the same issue with some Cubeviews.  {XF}{Application}{CubeViewReport}{Chart Name Here} PageNumber=1, CropLeft=100, CropTop=100, CropWidth=0, CropHeight=0, Zoom=100, MaintainAspectRatio=True, FillMode=Width, Anchor=TopLeft, IncludeBorders=True, IncludeReportMargins=True, IncludeReportHeader=True, IncludeReportFooter=False, IncludePageHeader=True, IncludePageFooter=False Many Thanks for some tips and tricks. Regards, Markus

I uploaded the XFJ Excel template with the "Balanced by Entity" Journal Type. However, OneStream set back the Journal Type as "Balanced" instead of "Balanced by Entity after I imported the template . "Is "Balanced By Entity" not the correct selection? Thanks,      

Hello,  I am currently on version 8 of OS and I am looking for a way to extract loaded journal entries. Is there a way to do so? Thank you

Hi - Is there a way to export multiple trx at once? And where it would indicate which Account Dimension Transformation Rule it came from?

Dear Community, I am trying to run an allocation finance rule. I believe I have set up everything for that in the business rule. However, upon running the BR I get the message "An internal method is not implemented" Please find below the business rule (currently set on a demo asset) :   Dim MyAllocationType As allocationtype = Allocationtype.EvenDistribution Dim MyAllocationOptions As New allocationoptions Dim MyAllocationResult As New AllocationResult MyAllocationOptions.AllocationType = MyAllocationType If MyAllocationType = AllocationType.EvenDistribution ' The value to allocate MyAllocationOptions.SourcePOVMemberScript = "Cb#Houston:E#[Houston Heights]:C#USD:S#BudgetV2:T#2022M12:V#Periodic:A#2000_100:F#None:O#Import:I#None:U1#None:U2#Mach5:U3#NA:U4#[Active Hub]:U5#None:U6#None:U7#None:U8#None" ' Any override to be done on source value MyAllocationOptions.SourceCalcScript = "A#SourcePOV * 0.1" ' Target POV, must be lowest level on all dim except the one being allocated MyAllo