OneStream Platform Forums

I would truly appreciate any help you can provide in eliminating the blank rows in this pdf version below. These blank rows appear after my header, after all the current asset accounts, and again after total assets. Thank you. 

Hi all, I am building a dashboard that will be used by the Statutory Reporting team with 4 high level Group Balance Sheet checks (including BS = $0.00, IC = $0.00 etc etc). The users want to see a snapshot of the checks on the main dashboard . I have created these (Screenshot 1 with placeholders in there) using Cards in BI viewer and leveraging off the Cube View MD data adapter. They also want to be able to drill into the card to bring up the cube view to further review any balances. I was hoping the Card could be used as a button to open the cube view, but I can't seem to find a way to do that. Is it possible? If not, what are the best options to show checks like below with one specific number so that it shows as button?My second query, is in relation to showing the filtering the data in the BI viewer. The cards above link to a cube view which has rows as E#TotGroup.base and columns as C#Local,AUD,EUR,USD,NZD. The card itself only needs to show E#TotGroup and C#Local. How ca

Why doesn’t the report list the by month activity for entities 44, 87, & 55 from Feb to Sep? It does so for #77. YTD ties because Sept is the catchup month.Parent Entity 56 (Children Entities: 44, 55, 77, & 87) Child Entity #77 Only Child Entity #44

Hello there,As the title implicates, I am trying to cancel the current running workflow task through a Business Rule (Transformation EventHandler). My workflow is the ETL process (Import, Validate, Load), I wrote an event handler to catch all rejects from 'Transformation' and 'Validation' steps then updates the Transformation Rules to ByPass these rejects.My problem is the following: - After positioning myself on the event: BREventOperationType.Transformation.ValIntersect.FinalizeValidateIntersect, I execute a code that catches the validation rejects & updates the transformation rules accordingly. However, when I 'Revalidate/ReTransform' I get an error saying [ Workflow Unit already has a running task [ValidateTransformation - WP#TestWF.Import:S#Actual:T#2022M10], cannot start task [ValidateIntersections - WP#TestWF.Import:S#Actual:T#2022M10] until current task completes.]Is it possible to modify a task's status to 'Completed' so I can relaunch the validation a secon

How can I Certify even though one of the Import steps are not started? It's an Import, Validate and Load process.   

Hi Is there a function or table that I can look into to get the info about when and who Confirmed and Certified Workflows?Thank youPM

Hi Team.We have a dashboard filled with cube views and also labels inside it where we are retrieving some values fromthe SQL table. Is there any option to get a printout in pdf format of the dashboard using extender rules ?   

Due to the complexity of the company structure, we have defined a calendar to release the multiple metadata changes requested by the business which span 1 week or more, during this time multiple changes occurs even in the same member so once we finish, the Metadata XML is extracted from the system. We observed that the changes applied on the same member are not applied in the same order that was executed ending with an incorrect result over the member affected, example:# User action (manual)April 1st : Adding Member AApril 2nd: Deleting Member AApril 3rd : Adding Member A Result Expected from XML: Add ADelete AAdd A Final Result Expected: ‘A’ stays----What XML really generates:Add AAdd ADelete A Result : ‘A’ will get added and then deletedSo our requirement is that XML extracted from the Metadata follows the real sequence executed by the user.

Would anyone be able to share their change management process for OneStream administrative changes and how it's documented (i.e. are you using a MarketPlace solution or tool outside the system)? We just went live in OneStream a few months ago and I'm looking for a more formalized way to document change requests, change implementation, and post implementation review to show the approval process. This would be for any administrative changes in OneStream, Metadata, Cube view, Business Rule, etc. Application Control Manager seems like more than what we need and Help Desk doesn't have a reporting flow built in which has me considering a tool outside the system. Just looking to understand what others are doing for this. Thanks!

Hi Team,I'm wondering if it's possible to create a dashboard with a list of all entities to select specific entities to certify.I would need there a tick marks ("Allow Multiselect" from Grid View settings might work) and make 2 nice buttons for "Certify" and "Revert Certification", would you think this might work?Thanks!  

I have a cube view that I have a spacer columns in. I would like to keep these columns but need their width narrowed when I export it the CV to a report.Here is what it currently looks like when I run the cube view:The spacers here are perfect.But here is what it looks like when I export to a report:The spacers revert back to full width. Is there a way to get them not to do this? Additionally, is there a way to get rid of the dashes in the title rows? It is set to an intersection that will never have data so I could have a clean title row in the CV, but shows the dashes like this when I export it as a report. Really looking for how best I can control/adjust the formatting of any CV I generate into a report. TIA!

I am copying a scenario to scenario to rename it as the latest one, we are trying to delete the copied numbers to do the copy over again, but the copied numbers are not deleting and the numbers resides only at parent level, ran consolidation as well but numbers not deleting and it seems like some ghost data, need help on this on how to delete those numbers.The copy over was done using Data Management job.OSAdmin - Attached some screenshots for reference.

I'm making updates to some BRs that predate any of the current employees and when validating the rules I get warnings that I'd like to resolve. Specifically, these: 'Public Shared Overloads Function CreateSubstVarSourceInfo(dbConnFW As DbConnInfo, dbConnAppOrFW As DbConnInfo) As SubstVarSourceInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. 'Public Overloads Function GetBusinessRules(si As SessionInfo, brType As BusinessRuleType) As List(Of BusinessRuleSummaryInfo)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. Public Overloads Sub DeleteBusinessRule(si As SessionInfo, brType As BusinessRuleType, brName As String)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibil

Hi all, I need to call this parameter to get the results in a member List of a BR:In this case, I would need to get a list with the values 6620 and 7610 in a Business rule of type spreadsheetPlease, could you help me with any function to call this parameter and get this values?Thank you so much in advance! 

Hello All,I have a reporting requirement, where I need to introduce an empty row between two Sub-Business units. These business hierarchies are displayed using .Tree expansion. In between the Tree hierarchies is it possible to introduce “Blank Rows”. Please let me know. Thank you.

Hey All,Looking into a case to get None entity member to appear for IC Matching. Are there any way to get None in IC Dimension to be listed under ICEntities? 

Dear community, I'm using some confirmation rules but the output is not what I'm expecting. I'm using a very simple check to see if assets and liabilities are balanced, however it's not running on the expected entities. I have set the Calculation definition for 3 entities which are the parents of the entities managed in the workflow profile. These parents are actually linked to a "parent input" profile type, but all of their children are related to this workflow profile. I have then a confirmation rule that is looking for the assets & liabilities : args.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell( _ "A#00068:C#Local:F#F0999:I#Top:C#EUR:V#YTD:O#BeforeAdj - A#00084:C#Local:F#F0999:I#Top:C#EUR:V#YTD:O#BeforeAdj" _ ).Cellamount If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) = 0 Then Return True Else Return False End If    However when I run these confirmations as a user, I invariably get the output related to the POV entity

Is it possible to run a consolidation from Excel, is there a VBA that can do this?

I am interested in hearing from other users about the amount of testing that is done within your Finance and IT areas to upgrade OneStream to a higher version. Do you perform minimal testing of Cube Views, Quick Views, Workflows, Business Rules, Data Management, Data Imports, etc. or do you complete a full test of the application? Thanks…Bill Migrated from Champions Posted by Bill Walke

Hello, I would like to use the text 8 attributes that vary by time and scenario to show that an entity can move from a group A to a group B. I am using the UD8 dimension to do this, where all data are set in "None". This is working fine for base member entity. However, in my report nothing happens for parents : As soon as I look for the parent, all data are invariably reported on the "None" member, even though both parent and child entities are set with the same Text8 attribute. Am I missing something ?   Regards,

Hi, I have a CubeView with UD1 on column and account on rows.I have a setting for columns "Use to determine Row suppression". I cant find this option on Rows.I want column to expand if there is data in Row 1-2, but for Row3 I only want to show data IF there is data in Row 1-2. Row 3 will always have data for all UD1 members (column) but I only want to show it if there is data in Row1-2. So column suppression/expansion should only be based on Row 1-2. Is this possible to do in OneStream? 

Hi,Has anyone else encountered an issue where external links are appearing in user files? A few users claim that the original file did not contain any of these links. The users break the links and save the file only to have the links show up again when the file is opened again. These links also only appear for OneStream connect Excel files. Normal excel files do not seem to have this issue.Thanks!OneStream version 7.2.4 

Hello,Does OneStream allow recurring journals? 

Hi All,I want to copy Data seed from one scenario to another scenario.(example current year actual to Prior year actual Scenario with different rate.can anyone help on this

Hello Experts,I am trying to pass cube bound parameters to a BR to do something with it. I can read all parameter except Cube Name. For some reason it is blank. Anyone came across this issue?  Cube Definition:Reading in BR as below:Dim CubeName As String = args.NameValuePairs("DrilledCube")brapi.ErrorLog.LogMessage(si, "DrilledCube:- "+CubeName)