OneStream Platform Forums

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.

We havre an issue running Onestream Addin with BPC and Hyperion addin at the same time.any solution on this issue?Thank you 

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:  

Hi,  This time of year we have the common maintenance point regarding needing to update task scheduler start times to account for daylight savings. It is expected for the platform to not automatically update the task start times to account for daylight savings, thus, this becomes a maintenance point for those companies in states/countries that utilize daylight savings. Until this feature perhaps one day becomes available in the platform, we have a custom solution that will make the maintenance point of this easier for OS administrators.  You can upload the two files attached in the zip file which will result in uploading an Extender business rule titled "Update_TaskScheduler_StartTimes" and a Data Management job called "Update Task Start Time Daylight Savings". To use the solution, navigate to the Data Mgmt page and look for the group titled "Task Scheduler Maintenance". Here you will find the Data Mgmt sequence and step you uploaded. Navigate to the DM step and utilize the H

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

Hi All, i am new to OneStream, i tried creating BR for Security automation. below is my entire code in OS-BR. Imports SystemImports System.Collections.GenericImports System.DataImports System.Data.CommonImports System.GlobalizationImports System.IOImports System.LinqImports Microsoft.VisualBasicImports OneStream.Finance.DatabaseImports OneStream.Finance.EngineImports OneStream.Shared.CommonImports OneStream.Shared.DatabaseImports OneStream.Shared.EngineImports OneStream.Shared.WcfImports OneStream.Stage.DatabaseImports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Finance.BR_UserManagement    Public Class SecurityGroupHelper         Public Sub ShowQAGroups(ByVal si As SessionInfo, ByVal api As FinanceRulesApi)            Try                ' Get all security groups using the API passed to the function                Dim allGroups As Group

I am trying to get top N (top 10) customers by revenue account in my cubeview. For this i re-purposed the snippet finance code for List Ranked to this: Namespace OneStream.BusinessRule.Finance.Ranked_list Public Class MainClass     Public Function Main(        ByVal si As SessionInfo,        ByVal globals As BRGlobals,        ByVal api As FinanceRulesApi,        ByVal args As FinanceRulesArgs    ) As Object         Try            Select Case api.FunctionType                 Case FinanceFunctionType.MemberListHeaders                    Return New List(Of MemberListHeader) From {                        New MemberListHeader("Ranked")                 

I am trying to write a BR to update the Global Time within the OS application. I see API function to get globaltime (BRApi.Workflow.General.GetGlobalTime). However, I don't see one for setting/updating global time. Is there a API to update the Global Time? I even searched the tables in the Database to see if I can manually update the record within a table, but didn't come across the table that contains the Global Time.  Is there a way to update the Global time based on the system time? Thanks,  

I am testing out drill functionalities in Genesis and found this "Open in New Tab" being grey out.  I checked the cv in the page and am unable to find any config in this cv that relates to this.  How do I make this option active for use?  it will be really useful to see the drill results in another tab so that it can be view side by side with the original dashboard.  

Hi Everyone! I am adding a CV to an extensible document via an image, but OS cuts the CV and does not show it entirely no matter how small I make it. Anyone knows how to solve this?Thank!! 

Hi Community,I’m working on an Account Reconciliation solution where I need to ensure posted journal entries balances are also included in the Account Reconciliation discovery process. Currently, by design the Discovery process only pulls trial balance information already imported and validated in the Stage. Therefore, I wanted to check if there’s a recommended, or best practice approach, to accomplish this requirement.Any guidance or examples would be greatly appreciated, thanks in advance for your help!

Good morning OneStream folks.  I was looking for an example of how to dynamically pull the FX rate for an entity based on its current parent.  We currently have a DynamicCalc account that assumes that all parents are USD and therefore the rate returned by the account is the USD translation rate.  For example, the child is GBP and has a CAD parent, but the formula returns GBP-->USD. I was able to get a DynamicCalc formula that works, but I have to make some additions in my QuickView or CubeView to get it work completely.   The account I created in this case is called ParentFX and the logic is below: In order to get the ParentFX account to return the correct value, I have to write my quickview logic as:  A#ParentFX:C#Translated:Name(Parent FX).  Which is fine, but I would also like to use that combo in a getdatacell calculation, and OneStream doesn't seem to like that.  I'd like to be able to pull the A#ParentFX account with it using the Entity

Currently I get the following error when trying to make a data source from an Excel sheet:   As I have tried to narrow the information down due to endless error messages the file looks like this   My question is: Where do I find a description of how to set up a data adapter in Genesis to an Excel sheet.    

I'm trying to create a drill down in a BI Viewer dashboard using only a data set return.  I can add a column (in this case "category") to both the Dimensions and Measures area.  I then enable the drill down under Data > Drill Down, however, once the drill down is active, the Category column is hidden on the output and won't show until you drill into a row.  I want to ability to drill into a row, but a user needs to see the Category column first before drilling. Is there a way for me to drill into a dataset without using "hidden" dimensions and measures for a column?  Also - what is the difference between "Dimension" and "Measure"?  Thanks!   

Below is the screenshot from the genesis guide.  I cannot find this link in Genesis collection in solution exchange.Does this means I need to download/upload each type of content block ONE BY ONE? 

This one is for all you Encyclopedia Brown fans out there.  Like many companies, we have a cash flow cube view.  We've recently added two balance sheet accounts to one of the lines in it, but the values in those accounts do not show up.  Here is the code for the member formula for the Debt Payments cash flow line: If (Not api.Entity.HasChildren()) Then api.data.calculate("A#CF_DebtPymts:F#CF_ACTIVITY:I#None:O#Import = A#DebtCur:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Debt_LT:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Cur_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#LT_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top") End If The last two accounts, Cur_equip_fin_liabs and LT_equip_fin_liabs are not pulling into the value for Debt Payments even though I've proven via a QuickView that the