OneStream Platform Forums

Hello,I'm working in the excel add-in and creating a some reports for my company and was wondering if you can use Column Better/Worse in the add-in. I know you can with cube views or quick views, but those limit the formatting we want. The reason I want this is to be able to differentiate between account types when it's doing the comparison like it does in Spreadsheets or in Cubeviews.Thanks,Will

Hello, I'm trying to figure out a way to have OneStream perform profit in inventory eliminations.Currently we manually compile data in excel to calculate how much profit sitting in the inventory and at what common parent we need to eliminate it. These manual eliminations are ultimately loaded in OneStream via upload files.One thought is to setup custom input form in the workflows that would collect ins-&-outs of profit in the inventory and utilize Flow dimensionality. But I'm not sure if there is a better approach to this problem.  

Hi All, My team and I need to create a dashboard that will help the user in bulk certify workflow profiles. the whole interface is similar to Workflow Multi-Period Processing(screenshot) but with few changes, which will only focus on Certify the workflow profiles for import trial balance step for multiple LEs at once and not multiple steps for 1 LE. This needs to be created under Dashboard process. Is there any guide or marketplace solution for this? any help will be greatly appreciated.     

Hello there,I am wondering if there is any possible method to link a dashboard to a GridView. Upon clicking on a specific row on the gridview, I want to retrieve all row values (similar to bound param in Cube Views) & then display my dashboard based on those valuesAlso, is it possible to horizontally center columns in a GridView ? Thanks in advance 

Good Day I am new to OneStream so forgive me if this question and the answer should be known but I have created a SQL table with values and I would like to take those values and write them to a cubeview. I am using a business rule and was wondering how would I do this. I am aware I need to make a sql connection so my initial code is:Dim sql As New Text.StringBuildersql.AppendLine(" SELECT * From x_BatchControl")Using dbConnApp As DBConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si)Using dt As DataTable = BRAPi.Database.ExecuteSql(dbConnApp, sql.ToString, True)Looking for any help on this. Thanks Rehaan

Logging with OneStream is great but when we all use the Error Log at the same time, things can get messy very quickly. Moreover, logging in a file instead of the Error Log can be very convenient when logging kickouts.The initial setup can be a little involving but once you get a knack out of it, logging in a file is as easy as using the Error Log.In this post, I will show you how to do the initial setup and then how to log into a file instead of the Error Log only when there is an exception or every time.This rule and methodology is the result of the genius work of Matt Ha and I am very thankful he shared it with us. Initial Setup In order to log into a file, you need to import a Public Business Rule, it will be called by the logger and it is available in this post (GS_GlobalHelper.xml).Side note, remember that in order to make a BR Public, you need to change the setting for ‘Contains Global Functions for Formulas’ to True. Setup of the BR to log into a file In order to call a Public

Hi all, is there a possibility to create a data source and give it a fixed file-name on an UNC path instead of having to select it in the user-interface? e.g. assume I get the file always put to \\fileserver\sharename\subfolder\filename.csv and want to directly load from there.If not, what would be the workaround?ThanksMarkus

Hi Team,   I would like to know does anyone Implemented the OneStream Integration with NetSuite Cloud using RESTlets and I am looking for the right documentation and the details required from NetSuite cloud. Thanks  

We are trying to Override account member in Column.we have 2 accounts being called in a single column, her we need to Override only 1 account member from the list of 2 accounts.Below is the reference CV.In the below screenshot we are having 2 accounts "A#100 and A#200" in Col2, here we need to Override only A#100 Account member with "A#300"Currently problem which we are facing is it overrides both "A#100" and "A#200" with A#300.Please let me know if we can overcome this by using some Business rules? Thanks in advance!Nidhi   

Hi all, We're trying to pass below listed parameters to the table view: Case Is = SpreadsheetFunctionType.GetCustomSubstVarsInUse Dim paramList As New List (Of String) paramList.Add("ParamScenario") paramList.Add("prm_UD4_Select") Return paramList Case Is = SpreadsheetFunctionType.GetTableView Dim objDictionary As Dictionary(Of String,String) = args.CustSubstVarsAlreadyResolved Dim objDataSet As DataSet = BRApi.Dashboards.Process.GetAdoDataSetForAdapter(si, _ False, "da_Capital_Reports", "Getfullreport", objDictionary) Dim dts As New DataTable() dts = objDataSet.Tables(0) Dim tableview As New TableView() tableview.PopulateFromDataTable(dts,True,True) tableview.CanModifyData=True Return tableview Case Is = SpreadsheetFunctionType.SaveTableView   but the refresh sheet (via excel add-in) errors out as "Conversion from string "tu" to type 'Integer' is not valid.Input s

Quick Question I have a WF with a Form Profile and the form has Jan - Dec with an account. 1. I Created WF Profile and assigned it too the WF Profile form 2. Made the account as No Data Lock.  3. Input the data and saved and locked the WF Profile Form. 4. When I navigate to Feb I still able to see input data for Jan and the Form is not locked? Any Idea what I am missing?

Originally posted by Stan AllanWe have a client that wants to develop and interface from Dynamics 365 F&O to provide the GL transaction data to OneStream. Is there an out of the box solution? Has this been done before? We have done D365 to ePBCS but it required an export to a data file from D365 that is a manual process. The client wants this process fully automated. Thanks 

Hello,Is there anyway to review the code behind a Method Query. In my example I am executing the "CertificationForWorkFlow" method query for many months and many scenarios, appending the resultant datatables and then performing a LINQ query to join the appended tables. After I am returning them to a grid object in a dashboard. Unfortunately I reach an upper limit when I ask for too many scenarios and quarters of time. Therefore I am interested in reviewing the code underlying the Method Query and modifying it in an effort to 1) not reinvent the wheel since the current Method Query returns to tables the data I want 2) see if a modifcation would perform better than looping through scenarios/time, appending the datatable records and then performing the join through LINQ. Thanks, Steve

Hey all,So we have built a data seedning between cubes for Predictive 1 2 3 and are using DataManagement data exports via Data mgmt export sequence to our input workflow profile.We have a hierarchy of maybe 100 member where we want to seed the parent member only (the total) excluding 5 accounts in oreder to make the transformation rules as friendly as possible. Are there any way in a member filter in the DM data export to exclude members from the hierarchy? I have tried .remove etc with no luck.Thanks in advance!

I have run into an issue with intercompany eliminations not performing as expected in a Periodic type scenario and believe I need to create a custom elimination rule to resolve, as suggested in the Design and Reference Guide. In the actual scenario (YTD), a balance sheet account is eliminating to the income statement without issue. In the planning scenario (Periodic), the balance sheet elimination amount appears in periods where the balance sheet account has no data. Below I've identified an excerpt from the design and reference guide referencing this type of issue. Can you assist with a sample code snippet for a custom elimination for this type of scenario?"If a Consolidation View is Periodic and no data is loaded to the IC accounts for a specific month, custom elimination rules are required in the FinanceFunctionType.ConsolidateElimination section of a business rule attached to the cube to calculate expected elimination results. This requires storaging the C#Share member, which impac

Is there any clear coverage for audit purposes over Marketplace solutions such as the Excel Add-In or Application Reports? I don't see it clearly covered in the SOC1 or SOC2 reports and our auditors are questioning how we know the interfaces and reports are complete and accurate, etc.

I have some power Excel users that want to dig deep into automation within Excel and are asking for any documentation there might be.  Anybody know of anything other than what you can see in the Addin itself?  Is there a full list of all the calls that are available? 

Dear community, We encountered an issue with clients' display screens in OneStream.  In the cube view formatting, we use the font family Geomanist Regular, and we have defined the text for certain rows as bold or italic. When we run the cube views, the formatting is correct on the consultants' view, but the clients do not see the differences between bold vs. non-bold or italic vs. non-italic text. The text font appears to be different as well. Please see the screenshot below for references. Consultant's displayClient's display Currently, all project team members (consultants and clients) have administrator rights, and we do not have any other culture setting in the application. Can anyone suggest what we can check to resolve this?If there are any similar experiences, kindly share them with us. Thanks in advance!   

When viewing the results of a cube view and using the Export to Excel button, the filename generated replaces spaces with "+" and adds "_Export" and the sheet/tab name of the file appears to be the cube view name. Is there a way to define these while still using the Export to Excel button? Perhaps a business rule attached in the cube view that defines them? 

Hi,I am running a BR extender that starts a DM sequence with many steps. I can not find a way to update the %Completion. Those steps are all running a BR.Anyone knows how to do that?Thanks 

I have Delimited list parameter for scale in Cube views, when added the Cube views to Books and given the value to parameter using change parameters option but it's still prompting for it when I ran the book. Any suggestions, without updating the Cube views and get with Books only.  

We are trying to pull WD HR data into OneStream.  At this point, we are just trying to prove we can do it.  I'm trying to setup a data adapter to pull the data using an SIC Direct Connection, but I don't know how to start with the data connector.  What type of data connector?  How do I tell the da to grab the data from the SIC?  Searching the OneStream documentation for these yields nothing and the Foundation Guidebook doesn't speak to the particulars either.0 Kudos Reply  

Client has a requirement to manage percent ownership data on a monthly basis and also use Organization by period. They would like to use a form for that. Is there a way to take the data from the form to Percent ownership type property so that we can still maintain the Org by period.

Are there any standard integrations or connectors for OneStream and CyberArk?CyberArk is a tool that stores credentials and logs/records user sessions when performing ad hoc maintenance, patch installations, bug fixes, configuration changes, etc., that require elevated administrative access.We would like to use this tool for OneStream when promoting changes into our production environment, and our IT organization is wondering if there are standard connectors between CyberArk and OneStream. 

Hi , wonder if someone can help me, I have a dynamic account % = Dynamic calc Return api.Data.GetDataCell("Divide((A#Account ), (A#Account2 * 1060))") which works great in the CV , but in the graph it does not bring the calculation correctly, BI pulls the "average" of the YTD of the CV (orange cell)value I am looking for is the YTD calc.  should be %75.1 it does work if I bring the Time in the filter for the YTD graphs,   my CV is bringing T#WFTime, so the filter wont work as dynamic dashboard. Same issue with QTD, amounts in the CV in yellow are the correct values, BI Viewer is has the average of the yearif I hard key the WFTime it will only display one QTRI think my problem in the value, what condition rule do I need to have? the closest to actuals is average, but is not correctHopefully is something simple, I just cannot figure it out. thank youLC