OneStream Platform Forums

Working with BI Designer and cannot get the Time order in place sequentially. The Cube View data source is pulling the correct time, data, alongside the POV for workflow. The WF filter builder is in order. However, cannot get the two months (Oct and Nov) in the appropriate place. Tried to sort and use Start/End Dates too in settings for WF Time Filter: T#WF, T#WFPrior1, T#WFPrior2, T#WFPrior3, T#WFPrior4, T#WFPrior5, T#WFPrior6, T#WFPrior7, T#WFPrior8, T#WFPrior9, T#WFPrior10, T#WFPrior11, T#WFPrior12, T#WFPrior13Has anyone experienced this before?   

hi, I am trying to insert a chart into a Word xfdoc from the Word Insert menu and completing some data points, which I can do.  However, when I try to run/process the document out of OneStream it gives me an error message: Entries cannot be opened multiple times in Update mode.  Is a native Word chart not allowed?  The data is not linked to OneStream (although that would be ideal).  Is there any Event handler to work around this?  I'm in 8.0, not sure if this is available in Narrative Reporting in 8.2+?thanks,Greg

Is it possible to make an attribute member run a comparison based on the stored text attribute for a specific Time Period ?Ex: - Text8 & 2023M1 =>  FO_SUPM      - Text8 & 2023M6 => FO_HYPMBased on the cell pov, is it possible to make the attribute member adapt to the context's Time Period instead of picking the stored Default Value for the Text 8 ?Thanks. 

There are two workflow profiles named Submission and Consol, Import TB falls under Submission and  Consol is under TotalConsol WF. When a new TB is imported and loaded to Import TB WF, the Consolidate Status ( Green Circle ) remains unchanged for TotalConsol WF. so another user will not know that the Consolidate step has to be retriggered as a new TB has been loaded.Is it possible to create a dependency such that whenever the the Import step is retriggered, the Status ( Green Circle ) of Consolidate is reset for TotalConsol WF ( to blue circle ) 

Hey guys,   Got the question internaly if there are any way in a cubeview to get rid of the search boxes in the column for the rows. And instead insert text value, like which dimension it is.  Looked around in the cubeview display format but can't find anything. Running OS 7.4. Thanks  

I have some business rules that need to identify which environment the BR is running in. This is because they does different things in each environment. In one BR i want the process to run in Prod but not QA or Dev, in another i want to copy extract files to an external shared folder which is different for each environment.  I was thinking of using a dashboard parameter but if after a Prod to Dev/QA refresh i forget to change the value of the parameter, the BR will copy the files to the Prod external folder and i don't want that to happen. this is why i am trying to find a way to identify the environment without relying on the value in a parameter.  Any thoughts? Have a great day! Bill

In a quick view, I am using the syntax T#Pov:V#Periodic,T#POV,V#Trailing12MonthTotal in the 'Time' dimension. I have a specific requirement where I need column A to display as "2024M1 (or the short description) Periodic" and column B to display as "2024M1 (or the short description) Trailing12Month Total". I can see there are variables available to pull in the POV description, but I'm wondering if there's a way to get my desired outcome of providing all descriptions for all dimension members in my filter when they are not linked to the POV. 

I've been hunting around for information on the last run date for cubeviews, I may not be looking hard enough but I don't think it's stored anywhere outside of taskactivity? If this information is out there somewhere in an easier to grab format please do point me in the right direction, otherwise is my only option to query this information from the TaskActivity DB myself and hope that it hasn't been cleared in the timeframe I'm looking to query? As a bit of background we have hundreds of cubeviews at this point and I'd like to clear up the estate. Ideally I'd be starting with data on when each cubeview was last run (possibly supplemented with how many times it has been run in the past year), followed by querying with the relevant departments whether the cubeviews are needed  based on this data. 

HI All, Is there a way we can identify which cube views have not been used/opened for say last 6 months to a year?  

Hi, we are in the process of migrating into V8. while testing some of the dashboard we observe that BI Viewer is not rendering charts when it refers to dashboard. when running alone BI Viewer it is working fine.  can you anybody please help me this on priority . is there any option to enable?  working fine on 7.1. Thanks.

Is there a way to block running consolidation or any other calculations on a specific scenario both by the end-user and by the administrator? This limitation is to be applied only to the one archived scenario. 

Hi Everyone,When trying to access the Spreadsheet section in our application, we were met with this error message that we did not recognize. We were unable to open the Spreadsheet section because of this unless we opened the application in a new window. Has anyone seen this error message before or know what the root cause for it was? 

Hi - The below if condition is not working if the cube is multi cube, it works with Single cube? Any Idea why  If api.Entity.OwnershipType().ToString.XFEqualsIgnoreCase("Holding") Then

Hello everyone,I’m working with a flat entity hierarchy and need some help.I have entities like FRA1, FRA2, GBR1, and GBR2. In a cube view, dashboard and/or spreadsheet, I would like to aggregate the amounts by region, such as FRA (summing FRA1 & FRA2) and GBR (summing GBR1 & GBR2). However, I would like to achieve this without creating a new hierarchy.Below is a representation of my goal:Do you know of any ways to proceed with this?Thanks in advance for any help or suggestion!

Hi Everyone. I would like to know how I can perform a setdatacell on an entity that is not in my Data Management configuration. I obtain the value of the entity from Text 1 of my entity assigned to the POV, but it does not allow me to apply a setdatacell or a calculate to assign a new value to that entity. Therefore, I would like to know how I can achieve this. My Data management configuration: The example code I am using: Dim strEntity As String = api.Pov.Entity.Name Dim strScenario As String = api.Pov.Scenario.Name Dim strTime As String = api.Pov.Time.Name Dim povEntityId As Integer = api.Pov.Entity.MemberId Dim strEntTx1 As String = api.Entity.Text(povEntityId, 1) 'setdatacell api.Data.SetDataCell("S#[" & strScenario & "]:T#" & strTime & ":E#" & strEntTx1 & ":A#S_ConvFactorInner:O#BeforeAdj:U1#D0000:U2#P0000:U3#LOCAL_DATA:U4#PJ00000:U5#None:U6#None:U7#None:U8#None",totAll,False,True) 'Data.Calculate api.Data.Calculate("Cb#HLFPLN:S#[" & strScenario &am

I am trying to calculate months to date in a cube view column based on a date entered in a text field within Entity Dimension members. The text field would display in one of the columns on the cube view report, and the goal is to effectively subtract the current month from that date's month to derive a total months to date calculation in another column. Any thoughts on how I can do this? 

Hello, I have this strange situation where information was entered with form input and for 1 of the entities the data disappeared on several accounts. This is in a scenario type1 scenario.  When information is entered again the old values can be found with Audit history for Forms from the drilldown. Any idea how this can happen, I would expect it only after a reset scenario, but that would remove also data for other entities, could also be by removing the entries, but there are several different forms, so that seems unlikely. kind regards Ben 

Hey Guys,I was writing a rule to update a member description and text 1 field of the same member. I was able to update the member description, but can anyone help me with the text 1 field?Please find the code below which I am using to update the description..Dim SelectUD4 As String = args.NameValuePairs.XFGetValue("Param1")Dim NewDescriptionUD4 As String = args.NameValuePairs.XFGetValue("Param2")Dim UD4TextField As String = args.NameValuePairs.XFGetValue("Param3")  BRApi.ErrorLog.LogMessage(si,UD4TextField) Dim member As Member = BRApi.Finance.Members.GetMember(Si,dimtype.UD4.Id,SelectUD4)If member Is Nothing Then Throw New Exception("Selected UD4 member not found")End IfDim newmember As New WritableMember(member)newmember.Description= NewDescriptionUD4newmemberbrapi.Finance.MemberAdmin.SaveMemberInfo(si, True, newmember, False, Nothing, False, Nothing, False)Any help would be appreciated.

After upgrading to v8, we seem to have lost the comma formatting that was there on the standard IC Matching Partner Detail report.   Is this something that I can change, and if so will I need to do this anytime there's an upgrade?  I can't find where this setting resides.    

Today, a customer asked me:  Where do stored calculations store data?  api.Data.Calculate If Statements  In stored calculations, If Statements are helpful to specify that a formula is only required to execute on specific Data Units, as shown in the image below.   If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) contains two logical operators (And and Not). Due to the AND operator, the statement api.Data.Calculate("S#Forecast = S#Actual") between Then and End If will only run if both of the following are true: The Entity is a Base-level Entity Member, i.e.: does NOT have Children (Not api.Entity.HasChildren()) The Consolidation Member is Local indicating the Entity Member's local currency (api.Cons.IsLocalCurrencyForEntity()) The statement api.Data.Calculate("S#Forecast = S#Actual") will copy the S#Actual data buffer to the S#Forecast data buffer. The If...End If

I am unsuccessfully trying to write an expression to utilize a Text Field as a filter in a business rule:api.Data.Calculate("U4#Target = U4#Source*-1","A#IncomeStatement.Base",,,,,,"U3#UserDefined.Base.Where(Text1 = 'Filter')") Is this syntax possible, or is there another way that I can write this to ensure that it is only being written when Text Field 1 for UD3 is equal to "Filter?"Additionally, is it possible to attach this to a transformation rule as a complex expression as opposed to needing to run it through Data Management after loading data?

I'm trying to produce a report schedule for Miscellaneous Receivables to show the make up of the Account.  I'm looking at trying to use Cell Details if that will work, but didn't know if anyone had a better idea.  The setup is I have one Miscellaneous Receivables account and I want the users to enter the detail make up of that account.  The lines will change over time to different descriptions that can show up in dynamic report rows.  Like I said similar to cell details, but they don't seem that easy to use in a cubeview.

We are trying to temporarily disable the Write access on a scenario to Everyone during a long DM sequence. We were able to find the ManageDataGroup under Scenario Properties, however, we could not find anything for ReadWriteDataGroup, which is a XMLConstants based on the API reference. Any help appreciated!

Maybe I'm missing something easy, but I'm trying to get some rows to group in the Excel import, and I can't get it to work properly. I think the problem may be that the rows are GetDataCells, but I'm not sure. So my question is, will the ExcelOutlineLevel work for GetDataCells, or is it restricted to member trees?To illustrate visually, I'm trying to get a bunch of rows like this: To export into Excel grouped like this:

Hi community, Does anyone have a good member formula for calculating income/equity attributable to minority interest on the P&L and balance sheet? My understanding is in our case we can report this in a simple manner with just two additional accounts, one on the P&L and one on the balance sheet. In my mind the P&L account would work something like the following, if ownership type equals Non-Controlling Interest then multiply net income by (1 - percent ownership). I'm currently trying the below formula for the P&L account, but not yielding any results. After running a consolidation there is no data in the new account. Any suggestions on how to solve this? Thanks, Dim dValue As Decimal = api.Entity.PercentOwnership() Dim objOwnershipType As OwnershipType = api.Entity.OwnershipType() If objOwnershipType = "Non-Controlling Interest" Then api.Data.Calculate("A#NCI_Income:I#None:F#PL_LOAD:O#Import:U1#None:U2#None:U3#None:U4#None:U5#None:U6#None:U7#Data_Load:U8#None = A#NetI