OneStream Platform Forums

Dear community, Using Dynamic dashboard, is it possible to add completely new components from scratch ? So far, I was able to define a label with DashboardComponent function, and somehow add it to a component collection using WsDynamicDbrdCompMemberEx and adding it to WsDynamicComponentCollection . But that's it, I dont knw how to add it to my dynamic dashboard. Any hints ? Regards,

Hello, We are currently creating a series of dashboards at my team and have primarily used Chart (Advanced) components as these fit our needs the most closely. However, one limitation we have come across is that sometimes it's more fitting to have the Point Label Format in thousands and sometimes in millions. Is there a way to make the component decide which format to use automatically? I suspect that it might be possible considering you can do the following to handle negative values and hide zeros: {V:0,,M;(0,,M);''} I was thinking one might be able to do something similar for different magnitude values. Thanks in advance!

Hi, I'm trying to understand the best way to add annotations and comments in OneStream to explain variances. Last week at splash I was advised to use V#Annotation or V#VarianceExplanation.  But what I'm confused about is how do you actually get it connected to the calculated variance (red box), versus only being able to connect it so the actual reported number (yellow box).  Right now I'm using a get data formula in my quick view to calculate the variance (GetDataCell(S#Actual-S#AOP):Name(Variance)).What are other people doing when trying to provide commentary on variances?  Whats the best way to use this view?  

Hello all,I am looking to spread budget data across 12 months evenly, however my source is only designated one time.I am looking to split time into all twelve months of the year and divide the amounts accordingly. Is this possible? 

I am trying to query the data from the client source database through a Data Adapter, but it is returning this error:Is this an issue with our setup on the OneStream end or something with the database configuration on the client side?

Can someone help with creating a BR to customize scenario visibility for some entities using .NET ?I have a list of entities that don't share a common parent and want them to not be visible in the budget scenario. 

Good afternoon,Does anybody know which security setting would allow a user to delete files from their Temp Folder?I have tried changing the below System and Application Security Roles with no luck. Each time i get an error saying the User does not have permission to write to that folder.Private Sub ClearUserTempFolder(ByVal si As SessionInfo) Try Dim userName As String = si.UserName.Replace(" ", "") Dim location As FileSystemLocation = FileSystemLocation.ApplicationDatabase Dim folderPath As String = $"Internal/Users/{userName}/Temp" Dim fileTypeFilter As XFFileType = XFFileType.All Dim contentFileExtensionFilters As List(Of String) = Nothing ' Get list of files Dim objList As List(Of XFFileInfoEX) = BRApi.FileSystem.GetFilesInFolder(si, location, folderPath, fileTypeFilter, contentFileExtensionFilters) If objList IsNot Nothing AndAlso objList.Count > 0 Then For Each file In objList Try

I am using a Cube View (IS) within a dashboard. The client does not want users to be prompted with parameters for selecting Entity, Time, or View. Instead, they expect these dimensions to be driven automatically by the Workflow Point of View While I’ve successfully applied WF  Time and View dimensions in the CV to align with the Workflow POV, I’m encountering an issue with the Entity dimension. It does not respond to the Workflow POV such sd WF, WFProfile, etc..  I either have to hardcode it, or use the Parmeter. Can I create a parameter that does not prompt a user make a selection?

I have some users who can't see the Map Transformation Report under the Application Reports.   I have check their POV (looks correct), can't find anything under Dashboard security.  Anyone have any suggestions as to why they can view some but not all the application reports?  The POV appears to be set properly and they can view the transformation rules other ways, so I don't think it's a security setting.  At a lost, has anyone encountered this?

I am trying to build a quick view where the Member Filter refers to a parameter but E#|!prm_Entity!| produces this error in Excel: #ERROR - The member filter contains unresolved parameters.    

Is it possible to create a dynamic calc UD8 dimension, that then filters down the members on the Account dimension at a base level? (and if so, how?) For example, within the Account dimension, I have Member A, Member B, Member C and Member D.Can I create UD8 dimensions of "Group 1" and "Group 2" where if Group 1 is selected, it filters down Account to only show Member A and Member B. And if I choose Group 2, it filters Account to only include Member C and Member D. I know this can be accomplished with an alternate hierarchy on the Account dimension but just checking to see if this can be done alternatively.  Thanks in advance!

Hi Team,I have scenario where the data is already loaded to system and now i just want to upload comments for that data. How we can achieve this to upload the comments only not entire data again with comments.Thank you..!!

Hello,Is it possible to add dynamic calcs (UD8 member) into an XF doc powerpoint? I am trying to create an XFCELL that uses a variance member in UD8. However, I keep getting 0 as the value.Also, is there a way for a user to see the settings/parameters once an XFdoc is downloaded from OS? I saw an example in GolfStream, but it's only the final document (or appears to be).Thank you!

HowdyI want to apply a Zero Suppression Threshold (of 1,000) in a Cube View for a specific column.However, the Account in my column is a Dynamic Calc. The suppression isn't working at all, can someone confirm if Zero Suppression Threshold is only available for Stored Data?If it is only available for Stored Data, is my best option to use a Member Formula instead of a Dynamic Calc? I've tried using Cube View Math as well but I get the same result as using a Dynamic Calc.Thanks in advance

Hi everyone!I am working with a Pivot Grid dashboard item in the BI Viewer. I am investigating about the possibility of formatting the Excel export of this component. Currently, the exported file does not retain the formatting applied within the BI Viewer, resulting in a very non-user-friendly layout, with fixed column widths. Are there any options available?Any insights will be highly appreciated! :) Thank you!Have a nice day,Andra

Hello! I'm trying to import a SharePoint file into OneStream using a business rule. I've not found any documentation/comments which are helpful. Does anyone have any ideas on how this can be done?  Thanks! 

Hi Everyone. I wanted to see if there is a way to obtain the entities that are under another one but with a filter, like the following: E#|!PerformPnL_Entity!|.TreeDescendantsInclusive.Where(Text1 StartsWith M_ and (HasChildren = True)) I want to do this in a BR, but I am not sure exactly how to do it or if it is possible, since GetBaseMembers brings all of them and I would like to filter it first so that there are not too many entities to verify. I would appreciate it if you could help me with this question.

Hi,Is there a keyboard shortcut (like CTRL + R) to refresh the page in data explorer?We have reports which runs with parameter and we would like to know if there is any keyboard short cut to call parameter pop pup or refresh page?  

Hi all,  I am implementing Guided Reporting into our workflows. The entity parameter I have is a member list looking up E#Root.WFProfileEntities.  The cube view is a pretty standard balance sheet, with row and column sets. I have embedded it into the workflow, so that users can come in and use their reporting for the specific entities.  The issue I have is that whenever I open the balance sheet and set the rows and columns, the cube view always defaults to the Group Parent entity, even if the WF profile has different assigned entities. I change workflow, and it still shows the parent entity. It's only when I change the entity manually from the GR parameter button that it refreshes.  Any idea how to link the entity button to set the cube view upon first run? Maybe I'm missing something, or maybe there is a BR that I can build? Thanks!

Hi  Has anyone created an event handler around the journal name creation? We have a requirement around enforcing the journal name to meet a specific criteria + be within a certain number of characters in length Thanks

Hi All, Is there any option/setting for DynamicCalc account data rolled up to its parent (account type is expense)

Hi, we have delimited data source implemented in application. In data source we have two additional rows on top and one empty row- file works fine but now we want to retrieve information("Chicago") from skipped row(number 2). It looks that OneStream read data starting from row number 5.  Could you please help me with understanding why these first rows were skipped? Thank you in advance.

Hello, I'm attempting to create my first table view using the syntax below.  The SQL is a very basic record grab from DataEntryAuditSource (initial POC).  Compiles fine and seems to be okay relative to the user guide, but I keep getting an error message when I attempt to run.  Does anyone have any thoughts on what I could be doing wrong? Thanks, Sean -----   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.Spreadsheet.UTM_TaskList    Public Class MainClass        Public Function Main(ByVal si As SessionInfo, ByVal globals

Does anyone know if it is possible to specify all artefacts in XFProject? eg something like <xfProject topFolderPath="DEV" defaultZipFileName="DEV.Zip"> <projectItems> <projectItem projectItemType="BusinessRule" folderPath="" name="*" includeDescendants="true" /> </projectItems> </xfProject> Thanks

hi team, I hope you are well. I'm creating a book with Word and PowerPoint files but the Powerpoint shows an error and the parameters are the same in both files: If I select the file on OnePlace is running opening PowerPoint application. here is the error: Value cannot be null. (Parameter 'buffer'). User Interface Stack Trace:at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(MethodInfo targetMethod, Object[] args)at generatedProxy_6.StartGetFile(SessionInfo, FileSystemLocation, String, Boolean, Boolean, Boolean, Dictionary`2)at OneStream.Client.Api.Wcf.FileExplorerServiceReference.FileExplorerServiceClient.StartGetFile(SessionInfo si, FileSystemLocation fileSystemLocation, String fileFullName, Boolean include