OneStream Platform Forums

Need to burst out a file (ie multiple tabs) in excel to non-licensed users (ie preview of dept expenses for Fcst to managers).  I have done this with output being pdf (CV's and FXGets via Books), just not sure how to do with output being excel.  Right now I have it all working (bursting, passing parameters,...) and delivering an excel doc, just can't figure out how to convert the FXGet formula's to values.  File is getting delivered but still with the formula's.  This is when I am just using a direct link to the excel file on my App Doc's folder.  I have tried to insert the excel doc in a book but that just delivers an empty excel file.  Not sure what I am missing there.  Direct link to Excel allows the Supplied Parameters to be found and populated so I am thinking I am missing something on the Book setup. Anyway - Anybody been able to send excel FXGet report converted to static values via Parcel Service?  Can you let me know what I have missed.

Hi! We are exploring using Parcel Services for mass reporting. We would like the flexibility to create reports in Excel using XFGet formulas (as opposed to created Cube Views in the desktop) and then burst them into individual reports for different users. Is this possible, or has anyone come up with another solution for mass reporting with the excel add-in? Beth

In dashboard grid layout . What does the value in column width represents? 1. * 2. Difference between auto and * ? 3. How is the scale of the width measurement ? what is the total width of the screen? 4. What does 2* means ?  

Hi Experts,I have to eliminate Equity and write elimination portion to NCI account. as part of this firstly i am testing with one of the equity accounts i.e "Sharecapital". For this i have written a rule as below and when i execute no errors as well no results. i do not see any reversal entry in C#Elimination.O#Elimination of source buffer value.Kindly evaluate and help me if i am missing anything in the rule. even i do not see any record in the source buffer log. but there are records at C#Share for A#Sharecapital account. Rule >>>>Case Is = FinanceFunctionType.ConsolidateShareDim entity As String = api.pov.entity.NameDim entityID As String = api.pov.entity.MemberIDDim Pown As Decimal = api.entity.percentOwnership(entityID)Dim Pcon As Decimal = api.entity.PercentConsolidation(entityID)Dim pmin As Decimal = Pcon-PownDim vMethod As OwnershipType = api.Entity.OwnershipType(entityID)If Pown > 50.0 And Pown < 100.0 AndAlso vMethod.ToString = "FullConsolidation"

Hi everyone,I would like to create a table with an overview of the answers given to the certification questions in the certify steps per entity.Does anybody have experience with this? I think this data is stored in one of the application tables. I was wondering if this is the 'CertifyQuestionInstances' table. Would there then be a way to translate the keys into readable data? Any help would be appreciated.Thanks a lot.Floris

hi all, I wanted to retrieve a workflow status and form status.  I am able to do this using the data adapter method query for the same. I also wanted to assign a user responsible for each workflow and retrieve that info . I was thinking of doing this using one of the workflow text properties. How will i be able to retrieve that info into my status report? has anyone done something similar?  

Hi, Does maybe anyone know how can I get a status of a single process in workflow from BR? I was trying to use method GetInputWorkflowStatusForMembers, however I can't select any specific process there: Dim wfInfo As WorkflowInfo = BRApi.Workflow.Status.GetInputWorkflowStatusForMembers(si, cubeId, entityId, scenarioId, timeId) I need this check in Extensibility Rule as it will be ran using DMJ. Many thanks!

Hi Everyone. I am running an SQL query, but I am now encountering an issue with currency conversions. The only thing my table contains is the column with the currency name, but it is not very helpful because the FX rates table only contains the ID. I would like to know where I can find the FX rate IDs and names in the query, or if there is an intermediary table to accomplish this. The tables I am currently using are: XFW_PLP_Register and XFW_PLP_Plan.

Hi  I have a problem with dril Down in BI Viewer.  Part of our UD1 is as follows:   BU1000 - EGMONT GROUP           BU1500 - Other Business line                     BU6000 - HOLDING AND SERVICE         BU6100 - HOLDING COMPANIES                           I have done the following: 1: Cubeview       Cubeview exportet to excel gives this     Please notice that top level BU1500 do not aggregate the data. And this is correct, totally 1.7.   2: Dataadapter:   Pivot in  BI Viewer looks like this:       My drill down in Charts i BI viewer  looks as follows: Start: Total 5.1     Drill first level: Total 5.1     Drill second level: Total 3.4   The red box should not be there   Drill third l

Is it possible to change the color or format the header of a column of a SQL table editor component??  

Hello Experts, Is there a way to update 500+ member names in OneStream using XML file. Manually changing each member is time consuming there seems to be no functionality available with XML load?Thank You,Manoj   

Hi, I'm trying to run a cube view, but after running it I'm getting this error message "Error processing dimension. The item was not found. Dim, OneStream.Shared.Common.DimPk, 0, -1.". Other admin/super users are able to run it successfully without this error, but myself and others can't. Anyone have any idea?  

hi all, I hope you are doing well. I've a cube view with 2 columns and need to add another dimension, is his a bug to have only 2 dimensions? Thanks in advance. Regards Mario Guerrero

Hi Team,I am wondering is that posible to export Error Logs or Task Activity with business rule? I know we can extract data from cubes or dimensions using BRApi methods, but is there a similar approach that allows us to export Error Logs or Task Activity? If so, what methods or steps are needed to achieve this?

I am stopping users from running forced calculate/translate/consolidate with the following in "WcfEventHandler".  If args.IsBeforeEvent AndAlso (args.WcfServiceType = WcfServiceType.Calculate) AndAlso (args.OperationName="CalculateChartLogic" OrElse args.OperationName= "StartConsolidation" OrElse args.OperationName= "StartProcessCube" OrElse args.OperationName= "Translate" ) Then Dim isForced As Boolean = args.inputs(2) If isForced = "True" Then args.Cancel = True Throw New XFException(si, New Exception("You do not have access to Force Calculate/Translate/Consolidate.")) End If End If How do I stop users from running these functions in a report in excel? 

Hi all, I am building some form templates for my workflow profiles, and have a query regarding the best way to setup the form template and entity parameter (setup below):   I would really like to be able to have users navigate between the forms, and the entity POV that they have selected in the parameter remain constant between forms. As it is now, when they move from a form, it always goes to the top entity in the list. I have some workflows with 20+ entities, and it may be that someone is working on the forms for just 1 entity at a point in time so has to re-select the entity each time. I've seen a "Sticky POV" idea raised on IdeaStream, but that hasn't moved since 2022.  I have seen mentioned at Splash that there's an option to have the user state pov remain through a business rule, but haven't seen anything other than a SetUserState? And I'm not really sure how to write the code and apply it here.  Any advice would be really helpful.  

I have stats account, user is input the numbers for September Time period at base level in Actual scenario for Periodic combination and the -ve number are showing in October TImeperiod. that -ve number is YTD of September. as user is requesting to clear that October Actuals -ve data. Is there way that we can delete and also, I am surprised how this -ve number flow into the Oct Time Period. The flow is EndBal_Input. users are entering the number from quickview. Any suggestions to solve this issue?

Looking for some sample code to help me get started with adding in a new row through the SQL Table Editor, where a few of the columns are prepopulated on row addition through Dashboard Extender BR Code

Can we adjust the Workflow POV settings in the OneStream Excel Add-in? It would be great if the "OnePlace" tab could also be displayed. Many of our users are more familiar with the Excel add-in, so implementing this change in the next build would be beneficial. This way, they wouldn't need to access the application to modify these settings during the close process.

Is there a way to disable the "Force Consolidate" option from the forms? 

Im being given an account consisting of 4 numbers, a - and 4 more numbers like:5150-0707. Im using range TR to map to the OS accounts, so for example 5000~5050-0304 works fine, but if i put the ~ after the - like this: 5000-0001~0304 it doesnt work any more. is there any way to fix this and make it work?

I'm sure this question has been asked before in the forum, but I just couldn't find it in the community. We have this requirement where in the same Actual scenario, Corporate (a group of users) can only access the Actual data after  the actual data is finalized by different entities. Any point of time leading to Day X, the entity has the control to pull the switch on releasing the data access to Corporate. On Day X, all the data is made accessible to Corporate. I thought about slice security, but it doesn't seem to accommodate this requirement due to the static nature of the DU filter; neither does Conditional Input, which doesn't control the general data access. Can someone please shed some light here on this design whether it's possible to lock down a group of users by time period? 

Hi all, I'm trying to find a way to extract comments and text inputs using a data management job. OS doesn't let me select V#VarianceExplanation member in the dataunit section. Error processing Data Management Step 'ExportComments'. Non-numeric View member 'VarianceExplanation' cannot be used in data filter Any help is appreciated.

Hey all, So i'm trying to solve the display name of a view member in a cubeview column. I manage to change the display name by using Delimited List by changeing display name in parameter dropdown to "TTD" in this case. However the membername in the cubeview column is still the original membername in the dimension (Trailing4Months). I tried Member List as shown on prontscreen below. I did also try the condition rules in the cubeview but did not find any returning input of display name. I think I could solve this with XFBR but wanted to check here first to see if there are any "Built in" solution to handle this? Thanks in advance     

When loading data, all of our accounts from source match the names of the account in OneStream so we've always used a *:* rule for the account maps. However, we have a new dataset coming in and we need to flip the sign for those accounts that are of account type Revenue in OneStream: not assets or anything else, just revenue. I have working code that will conditionally do something if it's a revenue account else pass through... but I don't know what that something should be to flip the sign. Other people have posted questions about how to do a sign flip in a complex expression but there are no answers. I definitely do not want to maintain a manual list of 1,500 1:1 rules that do nothing but flip the sign. The complex expression feels like the only scalable solution but this detail is missing.