Discuss the features and functionality of OneStream.
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Hi, since I am used to set many of the programs I use during my working day to dark mode, I was wondering if it is possible to turn the dark mode on for OneStream, and if that's not possible, is it something OneStream plans to introduce in future? Thank you
I tested the following SQL in a data adapter, accessing a external table Select * FROM Table WHERE "Cost Center" = 'CC_11111111' ; Data returned here, data adapter worked fine. I am using a Business Rule, and can’t seem to get the BR to work if there is a space in the field name of the external table. '****WORKS****getExternalDataSql.AppendLine("Select * from TABLE Where PC = 'XXXX' " ) *****Error*****getExternalDataSql.AppendLine("Select * from TABLE Where [Cost Center] = 'CC_XXXXXXXX' " ) I have tried every combination single quote, quotes, brackets on the Cost Center field. Question: Will an external query work in a BR, where the table has spaces in the names ? Any help or advice will be appreciated. Thanks Tom
When we attach a file to a Reconciliation, where is the file stored and how is it stored? It it stored in the application database as a BLOB or on the application server in the file system? Is it encrypted?
Hello, I have created a "Data Copy" "Data Management Step" which copies base level entity data from one scenario to another. I am copying import, forms, and journals. When I run the step I am receiving the following error: "Error processing Data Management Step 'DM Step Name'. Error processing Data Management Step 'DM Step Name'. Journal 'Journal Name' contains line items for entity 'Entity Name' which is not currently being processed." I reviewed the source journal entry and ensured that it was posted and that the entity calculation status was "OK". This error is only occuring in one period as well works fine when I copy other periods. When I review the journals in both periods they are identifcal other than the amounts. Has anyone else come across this before? Thank you!
This is a follow-up to my prior post about Parcel Service. Converted my excel worksheet to CV's and imbedded them in a Book. That works great and I can pass parameters and burst without any issues. In the Admin guide under the Book section it talks about adding a Report. I added 4 Reports with Report Type = 'Dashboard Report' and 'Dashboard Chart' and selected the related Component Name. There were two - One listed as a 'Large Data Pivot Grid' and one listed as 'Spreadsheet'. When running the book, nothing gets created in the Excel workbook generated for these 4 new members. I thought I saw somewhere that you could use a book to generate output from a Table. In the above, the spreadsheet has a 'Table View' imbedded that works fine in Excel or in the Dashboard. The Large Data Pivot Grid also works in the Dashboard. Is my issue that it does not work with anything that is imbedded in Excel. In writing this I went back and linked the Report t
Hello, I'm trying to sum up a calculated amount using Row Column Intersection and I cannot get it to work properly. I'm using Rows Override in order to sum up these calculated amounts (also using row override). So the Input Inventory Amount, I put some dummy info in and the calculated reserves are taking those amounts and multiplying it by those percentages (name override as UD8#None). So the amount in LC column should be 265LC, but I cannot get it to populate. Below is my row override formula. I've tried putting a row range but it comes up with an error message of Invalid calculation script. I don't want to make a new UD8, because I don't really know how to do that, so if it can be done with a CVRC, or a different formula, that would be great! Thanks, Will
Hi everyone, Thanks in advance for helping. I am new to tree views and trying to get a simple hierarchy (from the account dimension) to show as a tree view. Part of the structure is shown in the screenshot below: I'm using the following Dashboard Data Set Business Rule that I run using a data adapter linked to my tree view: If args.DataSetName.XFEqualsIgnoreCase("TreeView") 'Declare the account dimPK Dim DimPk As DimPk = BRApi.Finance.Dim.GetDimPk(si, "actAccount") 'Declare the parent ID + member Dim parentMbrId As Integer = BRApi.Finance.Members.GetMemberId(si, dimTypeId.Account, "CF_000000") Dim parentMbr As Member = BRApi.Finance.Members.GetMember(si, dimTypeId.Account, parentMbrId) 'Declare the child list of the parent Dim childList As List(Of Member) = BRApi.Finance.Members.GetChildren(si, DimPk, ParentMbrId) 'Dim the new XFTreeItem List + properties Dim treeChildren As New List(Of XFTreeItem) Dim textColour As String = XFColors.Black.Name Dim imageSource As String = X
Relatively new to OS and trying to figure out what may be preventing me from pulling newly imported budget data into an excel report via XFGetCell. I've verified the data exists in OS using the dashboards. Now I'm trying to compare the data from the Actual Scenario with the Budget data in Excel. I'm able to pull the actual data without issue. The Budget data, however is coming through as $0. To troubleshoot I change just the scenario parameter in the formula from Budget to Actual and the Actual data pulls as expected. So, I believe there must be a step I'm missing in the import to push it to wherever it gets grabbed by the GetCell formula. Hoping someone out there has an idea. TIA
Hi Community,I was looking in SIC guide and over the community but I dont see find a simple question.- If we can have two SIC (Gateway Server) install into the same server that each will be point to different environment (e.g. one for Dev and one for Production different environment).Not sure if anyone has done that type of configuration or it might not be possible because of port conflicting?Thank you
Is there a way to format excel cell's = 0.000 when exported? It is possible with Cube View formatting if NumberFormat = N4, but I cannot figure out a way to format it the same when exporting the CV to excel. Any information is appreciated, thanks!
I am wondering if anyone has changed the precision of the FxRate? It shouldn't be to hard. What I am wondering is if changing it would cause other issues ?
Can anyone share brapi command to fetch the Workflow's Hierarchy Level in the Business Rule?
The users would like to see Time member Descriptions whenever bringing up a Member Selection window (e.g. when creating Cube Views or Quick Views). This issue appears to be specific to the Time Dimension itself, where any other Dimension will provide the Name and Description, Time only displays Name. Is this a setting within OneStream somewhere that can be changed?
OneStream Release Notes. There is a release note saying that in 8.2 you can embed refreshable content allowing users to edit and narrate a document for the purpose of inserting content in a published report. Where would I find more information about that please? Thanks very much.
Hi All Here is an example of the problem I am running into. Previously we had an entity called ABC, the hierarchy looked like this, ABC I was asked to create a hedge and a new parent entity. So it now looks like this Total_ABC ABC ABC_HEDGE My problem is when I am trying to pull "Total_ABC" to validate, "ABC" and ABC_HEDGE" are not rolling up to "Total_ABC". I have already ran a force consolidation to try to resolve this problem. Thanks!
I have a data adapter that calls a BR that calls one of the IC methods (I thinned it down here) but what I run the data adapter I get the error that the datatable already belongs to another dataset. Any help on what that means and how to resolve? Public Shared Function IntercompanyReportBudget(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) As DataTableDim Threshold As Integer = args.NameValuePairs.XFGetValue("Threshold")Dim dtInterCoBud As New DataTableUsing dbConnApp As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si)Dim interCoMethodQuery As String = "{|WFProfile|}{|WFScenario|}{|WFTime|}{}{C#USD}{V#YTD}{}{" & Threshold & "}{}{}{}{}"dtInterCoBud = BRApi.Database.ExecuteMethodCommand(dbConnApp, XFCommandMethodTypeId.ICMatchingForWorkflowUnitMultiPlug, interCoMethodQuery, "ICBud", Nothing).Tables(0) End UsingReturn dtInterCoBudEnd Function
Hi I would like to know if there is any settings or how would you deal with a cube view which has a member filter and in there a calculation for example F#None:UD4#AA5EX32011:Name(Cents):GetDataCell((Divide(CVC(Col1), CVC(Col3))*100). The user then exports the cube view to excel and converts each cell to an XFGetCells. See Screenshot 1. Once this is done the columns with the above formula return errors due to the calculation in that members. See Screenshot 2 Any advice or settings or best practice on how to deal with this? Regards Rehaan
Hi I need to add two base member accounts in the member filter of a cube view. Would this be the correct syntax: A#Account1, A#Account2. Or do you need to add a plus sign between them? Regards
As the subject line says I am trying to extract a Maintenance unit using a business rule. We are on 8.1.0. Below is the code I am using. I have tried to use MetadataExtract.ExtractXML and XmlExtractContoller.ExtractXML, but I don't get what I am looking for. It ends up dumping everything into the XML file. The name of the Maintenance Unit in this case is Integrations. Can anyone see what I am doing wrong, or is there another Method I should be using? ' Extract options Dim xmlOptions As New XmlExtractOptions ' extract all items xmlOptions.ExtractAllItems = False ' extract specified items Dim extractDict As New Dictionary(Of XmlExtractItemPk, Boolean) ' Groups are required to be added if extracting Cube Views extractDict.Add(New XmlExtractItemPk(XmlExtractItemType.DashboardMaintUnit,"Integrations"), True) 'extractDict.Add(New XmlExtractItemPk(XmlExtractItemType.BusinessRule,"XS_ExportAppTypes"), True) Dim xm As XmlExtractItemPk = New XmlExtract
I have a column template an the final column the client would like to make comments. This is the V#Annotation. I am doing balance sheet planning and have in the rows a mix of V#Periodic for flows and V#YTD for the balances. The views in the rows take precedence over the view in the column. I need to use the Row Override in the comments column with the V#Annotation in my column template. The problem is there is no way to easily define all possible row name in all my cube view forms. I think there should be some absolute override for all rows. Does this exist or is there another way to do this I don't know about?
Hi all have you ever seen this error message? I am logged as administrator but when I try to import the journal from excel I receive this error message. "Security Access Error. Unable to create journal. Company X 2021M12_Investment Template Top_ACTUAL_TEST." Thanks for help, Marcello
Hi I'm trying to fit the Cube View contents to the width of the page. When I set "Auto Fit to Page Width" = "True" and "Auto Fit Number of Pages Wide" = "1", it increases the font size until the CV reaches the margins, instead of extending the rows with the line-item descriptions. Is there a workaround for this? Regards, Allison
Hello- I am looking to build a shared column template to use across a number of existing row templates. One Column needs a format override applied to all rows. Unfortunately, CV row sets that this needs to be applied to, have differing naming conventions, (not row1, row2 , etc) When defining the Row Range in the Row Override, is it possible to have enter value that will apply to all rows? regardless of the name? Regards
Hi Community, We are trying to set up Rest API call to execute Data Management (OneStream v8.1) call from external system (e.g. Postman) I followed the document for REST_API_Implementation_Guide.pdf and I am not able to configure the Bearer Token (we are using Okta as Single Sign-on). This is not working, I am wondering if something need to be done on the Okta beside the steps in the document;
Good Day I would like to know what could I possible check to ensure that a green cell turns to white so users can input data. I have checked the Accounts dimension on the row as well as the override dimension and the allowed input has been set to true. Further to that I have checked the UD dimensions on that cell and those are set to true as well. I have checked on the cube view and the modify data is set to true as well. Is there some other place I could see to resolve the issue? Regards Rehaan
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