Discuss the features and functionality of OneStream.
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Hello, I used to work on v7.4. When we worked on cube views, changes were saved in Cube Views. It worked perfectly. Recently I began to work on v8.0.0, I noticed that when changing a Cube View, OS opens a second window for the same Cube View under CV Groups of Workspaces. If we make changes in one of the windows without refreshing, and then we modify in the other window, it doesn't take previous changes into account. It's just like the issue when two persons work in the same business rule. Do you have a solution for this issue apart from updating OS version ? Many thanks in advance.
We have a client with a custom font that they would like to apply to reports that are exported to PDF. Has anyone come across this as an option? Thank you
The SQLTableEditor in question is used for user interactive CRUD pertaining to Rates used in a calculation.Use Case:I have a SQLTableEditor that holds rates. When the table Save button is clicked, A BR saves the rates and runs a calculation. The results of the calculation are displayed in an adjacent dashboard containing a DataGrid. The DataGrid needs to be refreshed after the Save button is clicked.Question:How do I configure the SQLTableEditor to refresh the adjacent dashboard on clicking the Save Button, in a way similar to configuring the "Save Action" of other components?
I would like additional information on the setting in Hybrid scenario for Use Input View for Adj in Calculations. This setting is currently set to True but some of adjustments booked in actuals are not flowing to the Hybrid scenario. However if this is set to False, the adjustments are reflected in Hybrid scenario.
Hello, Can we figure out sibling sort order for existing members and add the new members at a specific position in hierarchy through extensibility rule? Any samples would be helpful.
Hey everyone! Wanted to reach out and see if there was a simple way to include banded rows (every other row highlighted a different shade) into CV formatting within the application. Thanks for the help!
When i go to create time profile, i can see Months and weeks. Is there any documentation available how to create days?
Does anybody know in which table are Transformation rules mapping stored? Thanks
Is there a way to have a nested parameter with different dimensions? Example: If I select Year = 2020, the next prompt will ask me to select a Scenario The example I saw in the Design & Reference Guide used the same dimension, so I'm not sure if this is possible.
Hello, I an trying to write a calculation to divide one number by another one and have it to flow into a new account. Below is the formula I am using, but I am not getting the date to calculate. Can someone assist on how to write it correctly. Calculate("A#mpg test","Divide(A#33010, A#33005)",deptFilter)
I am trying to export Data including dynamically calculated accounts using a DataBuffer (Not just base members but all intermediate levels).I can do this by looping over Accounts+U1+U2 combined with GetDataCell()... but it is unbearably long and inefficientI am wondering if we can use a data buffer this way ? If not what would the best method be ? Dim MFEntity As String = "E#TopEntity.TreeDescendants.Where(Text1 Contains 'myValue')" Dim lstofEntities As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Entity_Dimension", MFEntity, True) Dim MFAccounts As String = "A#Root.Base.Where(AccountType = 'DynamicCalc')" Dim lstofAccounts As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Account_Dimension", MFAccounts, True) Dim lstofAccountsStr As String = String.Join(", ", lstofAccounts.Select(Function(x) "A#" & x.Member.Name).ToList()) For Each myEntity In lstofEntities Dim mfDataBuffer As String = "FilterMembers(E#" & myEn
Hi, We are facing a strange issue with Excel QuickViews. When a non-admin user tries simple quick view, user is getting below message. But when admin tries, he is getting all of the data in single page. We have tried changing all the settings on Max rows, Max seconds, almost 100s of combinations (from 1000 to Billion) but no luck. Any thoughts on why this is happening? We are using slice security for users. Page 1. Use row paging buttons in Task Pane.
Hi, I have a workflow with a certification as the last step. I can change the status of the questionnaire every month except December. I am an administrator user. Dec: Nov: Do you know how to activate the option in December? Regards, Sara.
Hello, I am using a cube view that has the same rows, but it needs different columns based on the UD8 member. I built multiple template columns cube views, and created a parameter for UD8 members. I want to retrieve the column template CV based on the selection of UD8. I created the following XFBR: I then attached it to the main Cube View: When I run it, and select UD8, nothing appears: If I put directly the template name, the cube view runs with no issues, showing data as well. Any idea why it is not working? Thanks, Ioana
Hi - Has anyone done WEBAPI through SIC ? I followed the document and I am not successful connecting to the endpoint. All I am trying to get the HTTP response. There are no issue from the firewall and thr port are open. We are able to successfully execute the endpoint from POSTMAN. Any help would be appreciated. Thanks
Hi,Can OneStream consume Json data (retrieved with a API from 3rd party system) or must it be converted?Thanks
We have several workflows that for audit backup we have the users attach documents. With employee turnover the next person didn't know they had to attach the document. Is there something like an After Event rule you can do to check that something was attached or in a confirmation step?
Hello, I am receiving the error "Entry with the same key already exists" when trying to load a xml through a workflow. I have checked all of the dimensions, transformation rules, data sources, etc. and am not finding any duplication. Looking online I see recommendations on other platforms where the issue relates to a ListDictionary and Add within the code where it tries to add something that may already exist? I am curious if anyone has ran across this issue and how you resolved it. Summary: An entry with the same key already exists. ---------------------------------------- Description: An entry with the same key already exists. Error Time: 3/3/2023 10:03:03 PM Error Level: Error Tier: AppServer App Server XF Version: 6.8.1.13230 App Server OS Version: Microsoft Windows NT 10.0.14393.0 Total Memory: 68,719,005,696 (64.00 GB) Memory In Use: 1,979,629,568 (1.84 GB) Private Memory In Use: 2,175,569,920 (2.03 GB) Peak Memory In Use: 2,666,090,496 (2.48 GB) Maximum
Hi everyone! Quick question - I have a workflow profile which is used for the Actual scenario in order to post central overlay adjustments. This all works fine for our needs. However, when it comes to other scenarios like Budget, Forecast, etc, it's just not at all relevant and my hope is that I can simply switch off the whole workflow in certain scenarios. However I can't see a setting for this in workflow profiles. I can see I can easily make individual Forms and Import steps not appear according to scenario (in the "Profile Active" setting) but I can't see a way to switch off the entire workflow for any given scenario. PS - the idea is that someone doesn't have to click through a bunch of forms in the budget/forecast every time which will always have zero/nil entries in them. Let me know if you've got any ideas! Thanks,Richard
Hi All, Does anyone have any good advice on what Workspaces should be created in the application dashboards screen beyond Default? In reading the guide, workspaces seem to have a lot of focus on separating development activities or perhaps for partner place solutions(?). I am struggling a bit to understand at what level to offer a different workspace. We have been toying with the idea of having a separate workspace for Actuals and Planning but as 90% of our dashboards live in Planning, not 100% sure this is the best use of this split. Any practical advice on the kind of workspaces that people are setting up that adds value? I want to make sure we are using them in their best manner. Thx, Mike
Is there a report or dashboard that will flag violations of Extensibility rules in dimensions?
We are loading data using SQL connector business rule and it works fine manually. Now looking for a way to load it automatically using a extender business rule and then calling from DM step. All documentation in design ref guide point to using the following code. This works when loading from a file ( with specific file format) and the file needs to be in harvest folder. I can also make it work by keeping a file which is blank in the harvest folder and still executing the workflow using the connector BR. But is there a better method which does not involve a file. Dim batchInfo As WorkflowBatchFileCollection = BRAPi.Utilities.ExecuteFileHarvestBatch(si, scenario, timeperiod, valTransform, valIntersect, loadCube, processCube, confirm, autoCertify, False)
When an app is copied to a different environment, first we extracted & loaded the security XML (users & groups). Then the app copy was made to this new environment using Cloud Admin tool. Even after this the artifact level security on the metadata, workflows, cube views etc. did not move. All the security groups in the artifacts showed "Not Found". What did we miss? Appreciate your response.
Hello, I have a Dashboard that has an attachment button, setup as "File Upload" to the Application Database. We want the client to be able to attach files (this part is working). Due to the number of attachments, every file that is attached, will have to be tagged to a Text field for a specific Member. We'd like to tag multiple files on a single text line, separated by commas. Has anyone done something similar? How did you go about this? Thank you for your time.
Hi Everyone, We have multiple cubes in an application. Is there a way to retrieve the cube name using the entity dimension member. I have multiple entities in a excel sheet and I need to get the cube names for them. I tried the =XFGetMemberInfo(memberInfoType,dimTypeName,memberName). It did not work. Thanks
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