OneStream Platform Forums

I'm currently cleaning up the CubeViews available in the system that has been created over the years and not maintained.I noticed that templates do not "run" when a CubeView report is generated, so this might confuse a user to believe that the CubeView used as a template is not actively being used. However, when deleting a CubeView assigned as a template, I will get notified that I can't delete it as it is being used by another CubeView.I would like to know if there are any other dependencies I should consider when deleting a CubeView. Eg: is it used elsewhere in the system like a rule, workflow, etc, so that I can avoid breaking any existing processes.

Hi there, I am new to OneStream and would like to know is there any functionality to achieve below report output. I have two sections in my reports, the first section would be a header displaying what is the account used, and the second section would be the account breakdown by cost centres (e.g., Cost Centre A, B, C).  I would like to have report layout in column B as shown in below mock-up. I tried using the :Name(|MFUD1Desc|), but it does not work as expected. Any assistance would be appreciated. Thank you. Jacky

Hi all, I am currently working on the transformation rules for my client. Because of our client needs, I would need to duplicate the data from one source account into two OS target accounts (same functionality as Logic Groups in FDM).  Is there a similar functionality in OS? Thank you 

Hi Experts, We are working on create a button in Excel for end users to trigger DM job or Consolidation. Idea here is to have more than one consolidation with different POVs and don't want to rely on the users to get the POVs/data units selected. We would like to do this with a DM job with a passing parameter or through a direct call defining the POV. Per OneStream Support Team, this is a custom solution and can be done using REST API. We are currently on version 7.4.2 and recommendation is to upgrade to V8. Wanted to check in the forum if anyone has implemented this solution and share your thoughts. Thank you in advance and appreciate your assistance on this. P.S. We don't want to use the built-in consolidation feature that comes with Excel Add-in.

Dear CommunityI have requirement to pull all the prior months including the current month for my report. Currently I am using this(T#POV.AllPriorInYear)  function which gives me the only prior to the current month but not current month, and I need both the prior months along with current months to display in report. Any solution to this will be very helpful and appreciated. 

Hi, We are using an application called Certent Disclosure Management (CDM) as part of our consolidation and close process for external reporting. For this we have built links between CDM and cube views to extract data. My question is, is it also possible to link to a spreadsheet held somewhere in the application? We have EUC's that have to be sent to CDM which contain data not available in OneStream. For this we use a SFTP 'pipe'. I was wondering whether if we held the files in OneStream would it be possible to transfer that data to CDM in much the same way as we do with data in Cube Views? The answer is probably 'no', but I just wanted to ask the question. Thanks

Hi All,  We have 100's of Cube Views that have been created, and we're looking for a way to efficiently delete many of them. Is there a method to delete multiple cube views simultaneously through BR or any other simple approach? Thank you and appreciate your help.  Regards Sri

Hi there,I'm seeking assistance with a specific requirement. I need a business rule to operate as follows: upon initial execution, it should function normally. However, if a user attempts to run it again, there should be a designated wait time before the next execution.For instance, if I initiate the business rule at 16:00, it should not be possible to trigger it again until 19:00, ensuring a 3-hour interval.To implement this, I intend to leverage the Task Activity Log Start Time. I'm using OS 6.3Any guidance on achieving this would be greatly appreciated.

Hi All,  For a client i've created a SQL script that generates a datatable that i want to save to a .csv file. This works as expected via        BRApi.Utilities.SaveFileBytesToUserTempFolder(si, si.UserName, sFileName, fileBytes)       From this location i can present the file to the user from the dashboard button that is generating the export. However, this file is big and the user settings (of some users) change the number formatting of the export. Therefore i want to export the file directly to the shared folder (which is easy for the user to access from the front end:   I've tried all options within brapi.FileSystem but cannot find the proper syntax to save this file directly. The 'issue' is currently solved by storing this file in the user temp folder, then copying it over to the shared folder (via another article on this forum) but that touches the file twice so preferably i want to save the file directly from the fileBytes (that is a

I've created a cubeview that is no longer working.  My co-worker is able to run the cubeview without and error.  I get the below error when I run the cubeview. How to I fix this.  Thanks Candice

I have created new expense account and i want the existing expense account historical data to be moved to new account. do we have any DM job for this.

Hi,I've build an dynamically calculated account that should show the FTE YTD average, so that if the month is February it returns the average FTE of the Jan and Feb, if the month is March it returns the average FTE of the Jan, Feb and March, etc.It makes things a bit more complicated the fact that the FTE account is a balance account, so I cannot simply use V#YTD, because that would return the same value as the Period view. My draft version of the formula looks like this:(This is only intended to show you what i am trying to achieve. It only list the first 3 months and if only works for 2023).'Return the YTD average of the FTE accountDim iCurrPeriod As Integer = api.Time.GetPeriodNumFromIdIf iCurrPeriod=1 ThenReturn api.Data.GetDataCell("A#PP_Acc_FTE:T#2023M1")Else If iCurrPeriod=2 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2) / 2)")Else If iCurrPeriod=3 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2 + A#PP_Acc_FT

Hello, I am seeking for assistance on header and cell format with conditional formatting. I am trying to add a top and bottom line to specific accounts in the "Show Report" function. Header Format used However, in the report, only the bold formatting is applied while the top and bottom line do not appear. Any guidance on resolving this would be greatly appreciated. Thank you. Thanks,Jacky

Hi,We have adjusted the top margin to all kinds of numbers, however it still doesnt seem to shrink. I have removed the log from the extender rule but it seems like there is a margin default. I have also tried to look at removing the blue line header to see if that helps but cant seem to find the proper rule for that. Any suggestions to get this top margin basically down to a very little space? The report needs to fit on one page so we took the font down and it works but would like to find a little more space if possible. Thanks!

Hello,I'm trying to create a 5 quarter bar chart trend in BI Viewer, but I can't get the time dimension to properly display the columns in the correct time order, it keeps defaulting to alphabetical (ie Q4 2022, Q3 2022, Q2 2023, Q2 2022, Q1 2023).  Does anyone know how to fix or adjust for this?Thank you!

Hi all,  In my delimited upload file (trail balance) there are two columns that include amounts: beginning balance and the sum of periodic movements. The sum of the two is the number I want uploaded in the import stage.  Is there a way to make OneStream add an additional calculated column (source dimension) to the datasource with the sum of the two columns (so prior to transformation / validate / process)?  Any help would be much appreciated!

Hello,Is there an event handler or dashboard extender rule that could be used to stop a user from completing a workspace if certain steps are not completed first? I have a workspace that needs to be completed, but only after the import, journals and certain forms are completed first. We don't want to lock the workspace, rather when they go click the "Complete Workspace" button it gives an error message that they need to finish the other steps first. Thank you!

Dear Team,I saw this topic few times, but with none solution - hopefully this feature was implemented.Is there a possibility to set OneStream in dark mode? Thank you 

Hi, sorry I always get a bit confused on how to use parameters in data management sequences/steps.I have a dashboard with: a combo-box that let users select an Entity member; a cube-view which Pov is based on the combo-box selection; a button which runs a data management sequence.The combo-box bound parameter uses a member list.The data management sequence contains only one step, which is a custom calculate.I would like the data management step to run on the selected Entity member (the one selected in the combo-box). How do I link the Entity of the data management step to the selected Entity member?With the current Entity filter setup in the data management step:- I can run the step from Application/Data management page and I am prompted to select an Entity. No issue in this case.- I receive an error if running the data management sequence from the dashboard (Summary: Error processing Data Management Step 'Plan_Growth_Adjs'. Invalid parameter. Entity Filter, |!prm_plan_bu_entity!|.)&nb

I have application which has 47 entities and users who have Entity wise rights to upload TB/Reclass and Cube views. So far Admin is downloading TB  manually (using view source document) by going through Entity.  Now I want to download TB and Reclass files through some business rules (if possible to be schedule to run once in Month) or some procedure for all entities using user who has administrative privilege.   Thanks all in advance for your help. Regards, Yashwant

Guys, there is a requirement where we have to use a single template for all the 5 forms in  a workflow and depending on which form the user selects the rows and columns should generate dynamically . Is there any way we can get the Selected Form name in a BR. Or Is there any other solution for this Problem?  Thanks a Lot.

I am trying to get the Text1 field value using a Business Rule and put this value in a cube view that is being used as Form. Does anyone have done this before? Is it possible to get the Text1 value from the Workflow Profile using BRApi? Thanks for the help.  

Hello,I am building a Quick View with the columns Account, Flow and UD5 - for UD5 I want "TG304" for all rows other than when the flow is "MVTCALC".  Is it possible to have this level of variance in the QV?Thank you!

Hi all, Is it possible to format the top row of an expansion different from the expansion details in a cube view if they are the same line on the CV set up? For example, I would like the formatting to have the Total Product line bold with the details under it not bold and with only one expansion at Total Product. It seems the only way I can do that is to have one row in the CV set up for Total Product formatted one way and a separate line below for the details formatted another way (result in screenshot above). The problem is then my expansion isn't really where it should be and the first detail line (Branded Pharm) will always show.I can't figure out a way to do this but if it's possible, please let me know!  

Has anyone gained experience with the 'org-by-period' consolidation in a multi-cube application?We are currently addressing changes in organizational structure. Specifically, we need to consolidate one of the entities within a single cube up to month 10 and in a different cube thereafter. We have a primary cube and several segment cubes that roll up into it, utilizing the extended Entity dimension.The initial challenge I'm encountering is related to adding the entity to a different cube hierarchy. Does anyone have insight into how to resolve this?Once the entity is added to the second hierarchy, I plan to update the Consolidation Algorithm to 'Org-By-Period Elimination,' set 'Percent consolidation' in both hierarchies, and change the consolidation view to 'Periodic.' I would greatly appreciate any insights on how to resolve the existing error and what to expect or pay attention to in the next steps.