OneStream Platform Forums

I'm attempting to send an email with an attachment from a file stored in File Explorer. What does my file path look like if the file is saved in File Explorer->Application Database->Documents ->Public?  Regards,Anusha

Are report components (report designer) drillable when using vStageSourceandTargetDataWithAttributes? I want to be able to click on a value in a report component and it provide detail specific to that value. I know this can be done with cube views and other things where bound parameters are passed. Can I do the same for report components? If so, how? I can easily get the detail but I want it to be specific to a value in the report.

Hi, I need to know if I can put security to individual entities assigned to WF so that whoever has access to certain entities can only load/transform/validate for those entities and not all the assigned entities of the WF. Or,creating individual WF per entity is the way to go.

Hello, we encounter the following behaviour with the OneStream Desktop Client and the Excel Add-In: The Server Adress URL is stored in c:\users\[username]\AppData\Roaming\OneStream\Common\Settings\webserverurl.txt As soon as I click connect, the URL stored in the webserverurl.txt file gets deleted with the next start of the desktop application or the Excel Add-In, the Server Address field is empty and I have to get the Connection URL by clicking the three dots next to the Server Adress field (which is quite annoying). Does anyone of you encounter the same issue? Regards Martin Gebhartl

Hi Team, I know that periodic is calculated in system as a difference between current month YTD and previous month YTD. What happens if we just copy this periodic from one month to another?  Many thanks!

Hi all. I am building a report that requires more overrides than the standard cube view template allows for. 10 rows of this report require overrides to the scenario dimension for one column. These rows have either multiple dimension intersections (e.g. A#Net_Income:U7#Modeling:U8#Top) or exist as GetDataCell calculations. Each of these rows needs the scenario dimension overrode. Using column overrides is not an option as these rows already use the 4 column override options for variance columns. I have tried pasting multiple rows in one override property, but if the override controls more than one row it erases the dimension intersections specified on the row (e.g. turns the above dimension intersection into the standard report POV members instead of the specified members). How can I apply the overrides for these rows? If cube views allowed for more than 4 column overrides this would be as simple as adding more fields, but I am out of fields to input. Thanks in advance.

Hi, I am new to the OneStream. We have installed the Capital and People registers in our Dev environment and customized it as per our requirements. Now we are completed our development and are thinking of the ways to move the work to Prod. How do we migrate these registers along with customizations (rename the columns etc.) from Dev to Prod? What are different ways to move the registers from one environment to another?

Text1 in workflow has two entity seprated by "/"   Text1 parameter Entity1/Entity2   I'm trying to achive rule   If entity=entity1   calc1   else if entity = entity2   calc2        end if  end if     How do i retrive entities in text1 seprated by "/"

I need to create a business rule that will move a file from a user's folder in File Explorer to the server's File Share. I am using the BRApi.FileSystem.GetFile method to successfully read the file, but I am unable to write the file to the server. I believe my issue is with the XFFileInfo parameters. I am not sure how many parameters to provide and what the value to provide for the folderFullName parameter. Here is my current code: 'Get the file Dim sourceXFFileEx As New XFFileEx sourceXFFileEx = BRApi.FileSystem.GetFile(si, FileSystemLocation.ApplicationDatabase, sourceDir & "/" & sourceFile,True,True) 'Save the file but this part is not working Dim targetFileDataInfo As New XFFileInfo(FileSystemLocation.FileShare, fileName, ??) Dim targetFileData As New XFFile(targetFileDataInfo, String.Empty, sourceXFFileEx.XFFile.ContentFileBytes) BRApi.FileSystem.InsertOrUpdateFile(si, targetFileData)  

Hi,What are the major considerations that need to be looked at before making a design decision for implementing "Tax" Scenario Type? What are the pros and cons of using this Scenario Type vis-a-vis "Actual" Scenario Type? Is there any guidance/ knowledge post on the same?Use Case: Want to integrate an erstwhile Tax application into OneStream Application where actuals are already available. The tax application has some additional tax related dimensions, rules, etc. which need to be used in OneStream. 

Hi Everyone,I am actually trying to make a dashboard that let users execute different sequences from data management without accessing the Application tab so i am using a dashboard with a combo box that lets you choose the step you want  and a button to execute it.The problem is that i don't know how to send to the button the sequence i chose from the combo box and how to make so that the button can execute any sequence i chose without preparing the parameters in advance like we do in the data management tab where we run then choose parameters we need. I already linked a parameter containing the list of steps to populate the combo box but i don't know how to send the selected step to the button to run it. Thank you.

has anyone done data export from OneStream to Databricks? what is the best way or method to transfer data into databricks?

Hi ! I'm looking for a way to change a value of an input value parameter type using a business rule. The use case is quite simple : the user will input a value in order to calculate a data. However, using a button I would like to "reset" the input value with another value. I can easily change the value of a "litteral parameter" with a business rule, but I dont know how to change the value of a "input value" parameter type (needless to say, a litteral parameter will not allow my user to input a value !)  ... so what would be the best way to achieve this ?   Regards,

Hi,While we copy from Scenario S#Bud1 to S#Bud2, Annotations are not getting copied.Understand from related posts, it can be achieved using api.Data.SetDataAttachmentText(). Any tried approach using this syntax.Any leads would be appreciated.Thanks

Hi All, I am aware of various options available for copying scenario data in OneStream. These options (data management or custom calculate) usually copy only periodic data across scenarios. Any idea how annotation data can be copied from sceanario1 to scenario2 in OneStream? Any leads would be appreciated. Thanks Bharti

Hello, I currently have a cube view that I am working on where the member filter uses UD1 (U1#|CVUd1|.Children) on the rows with a nested member expansion for Accounts (A#Headcount, A#Labor, A#Benefits,...) and the columns pull from two separate Scenarios (Actual & Budget). For the Actual columns A#Headcount works, but I would need to pull A#BDG_Headcount in the Budget columns. I know that you can do row overrides for most cases but considering that this is all in one row technically you can't just override it to switch to A#BDG_Headcount. Maybe? I was thinking that there may be an If statement that I could put in the member filter but am unsure how to go about it. The basic logic would be: IF S#Actual Then A#Headcount Else A#BDG_Headcount I think I explained that well enough, and I am hoping there is an easy example to point to. I appreciate anyone's input! Thank you, Jeremy Morgan

Hi all, Does anyone out there know if it's possible to 'nest' Cube View Groups or Cube View Profiles?i.e. can I somehow create this type of a view?  We have SO many profiles and Cube View Groups and it's just getting more and more difficult for users to find what they need in OnePlace.  Was thinking it would be so great to be able to create a Profile and add Profiles to that Profile (same with Cube View Groups) but I don't seem to be able to do that at least on the frontend.  If not possible, does anyone agree that this should be something for IdeaStream?  I feel like we can't be the only client looking for ways to better organize our Cube View structures in OnePlace for our users Region Monthly Reports   Canada       PNL     Bal Sheet     CF   US       PNL     Bal Sheet     CF

What is the best way to query the Security Roles and their assigned Security Groups in the Application. It would also be helpful to query security roles assigned to Workflows. Any ideas?? 😕 Thanks.        

Hello ,I am currently developing my Cash Flow Statement  and I want to add a condition for a loan account. If it has a positive balance in the Working Capital Requirement  variation flow, I want to map it under one CFS table. However, if it has a negative balance, I want to map it under a different CFS table. How can I implement this condition in my Cash Flow Statement? Thank you for your help .

Once my SIC Gateway is online, how can I apply the data sources to specific workflow profiles? The "data source name" shown on the Custom System Configuration is not one of the available options to select for the workflow profiles.

I have a dashboard that I would like to automate the export of the formatted data explorer to Excel and keep the formatting.  The same functionality as is available in the export to Excel button on the data explorer component itself.  Am I missing an obvious function or does anyone have a way to replicate that functionality.Thanks,Scott  

Is there an audit on FX rates, to see who updated the FX rates?

Hi,I have created a dashboard with a Reset Scenario button.The code behind the button updates the workflow time, wf start time and wf end time of the workflow scenario (there is actually a dialog dashboard in between, i.e. when I press Reset a dialog box opens asking what the new WF Time should be, and user can press OK to reset the scenario or Close the dialog. WF Start and End times are determined based on the WF Time).The issue I have is that the workflow POV does not change, unless we click on a different workflow step, which can be confusing. So if I change the WF Time of the scenario member, using the Reset button from 2024 to 2025, the workflow time POV (the one shown in the OpenPlace tab) does not change, but as soon as I click on the following step (eg. Seeding) the workflow time POV changes to 2025.How do I make so that the Reset button forces the workflow POV to refresh? Do you think is something that I can achieve at dashboard level (through refresh or redraws) or business

Hi everyone,My client loads data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as adjustments to the previous data loaded on the cube.At each import step the data will be loaded in full and should overwrite the data loaded through previous import steps (and this is why we don't use forms but we use multiple import steps).For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on.I already set the "Load overlapped siblings" setting of the parent profile to false:The loading seemed to work fine, as each load process overwrote the previous one.But there is an exception that we don't understand how to fix.We set up a mapping rule for a specific source account is such a way that it can be mapped into one or another target account d

We would like to get the POV that a user set in a Dashboard (through Form Templates) and apply it to each other dashboards that they go into. We use to call this a "Sticky POV". Currently, dashboards will hold the POV from the last time a user was in each dashboard. We want to carry the most recent POV into all dashboards. Does anyone have examples or know how to set this up / use it / access it...? Thanks in advance.