OneStream Platform Forums

I have a UD8 dynamic calculation that returns different results based on the UD2 member value. E.g. If UD2 = Houston, return "A#:Total_Expenses:S#Plan...." This works well using api.pov.UD2.Name for normal member intersections, but it's not applying correctly for GetDataCell calculations. By using the Cell POV button on the cube view, I can see that the GetDataCell rows have a POV set to the cube view POV. How can I have my Dynamic Calc read the UD2 value inside the GetDataCell?There is only one UD2 member referenced inside the GetDataCell. The GetDataCell format is as follows: GetDataCell(A#Total_Expenses:S#Actual:U2#Texas - A#Operating_Expenses:S#Actual:U2#Texas):name(Net Texas)

Good Day,In order to implement Org-by-period Consolidation, you need to set the Consolidation View to Periodic so that the correct Share for e.g. the income statement can be calculated for only the period for which an entity was consolidated to a parent.The guidance is clear that "When Consolidation View is set to Periodic and no data is loaded to the IC Accounts fora specific month, custom Elimination rules are required". I assume this is because of built in zero suppression settings on the Elimination data buffer.However, here is what is strange to me and I'm not sure if I'm missing something.When setting the Consolidation View to Periodic and note that No Data Zero View is set to YTD as data is loaded YTD, for any entity, there is a problem with eliminations as follows:When loading 100 000 in January, the full 100 000 is eliminated. If you load 100 000 again YTD in February, nothing gets eliminated. If you load e.g. 100 000.01 YTD in February, then the full amount gets eliminated ag

Hello All, I have a case where I need to show workflow assigned entities into dashboard using Data Adapter method query. For example: Base Input WF Entity assignment Workflow1 Site1, site2 Workflow2 Site3 Workflow3 Site4, Site5, Site6 So, whenever I am selecting workflow1, the entities assigned to this workflow should list and come as output. Kindly help to advise some options here. Thank you.

Is there any way to read data from Onestream cube (.csv/.txt/Data Table) and push it to external system using external Web API connection (Not Onestream Rest API, SFTP)? Is it possible to do it using SIC?

Hello,Would you know how I can access all Business Rule functions/ syntax etc in a file or where they are stored in OneStream? Basically, I want to have a list of all functions/ syntax.Thanks,Sid

Dear all, We have a case in which the client needs several copies of the same CV in excel, but having different parameters (selecting an account node) for each CV. Is it possible?We know that defining the parameter internally in an excel file helps to avoid asking for that parameter again.We tried to put 1 CV connection per sheet and one parameter per sheet, but it seems that only the 1st parameter is read and then updates all CV connections following this 1st set parameter. Do you have any idea how to deal with this in order to keep different parameters for each CV connection?Thank you for the help.Best regards,Carlos

Anyway to display text value in Cubeview without creating UD8 member.I was able to filter using text in row but I want to display what does it mean to make it more presentable.    

We use the REST api to retrieve balances from our accounting consolidations in onestream.   I've noticed that for the current year, these account balances can be retrieved quickly. But for prior years, it takes a lot longer to retrieve them.  For example, I can run cubeviews against the 2024 data and get ten branches in about 80 seconds.  But if I run the exact same cubeviews against 2023 or 2022, then it gets increasingly slower (160 seconds for the same ten branches in 2022). Is there some reason on principal why the balance data would take so much longer to retrieve in past fiscal years?  Is the cubeview doing some sort of dynamic calculation to retrieve balances?  (maybe it is incrementally subtracting activity from balances in 2024, and that dynamic calculation takes longer as we report further back in time)? We are running OS 8.2.2.16127. The difference in execution time seems specific to G/L balances.  For G/L activity (the movement of the acco

I am trying to copy the data from the Adjustment data. api.Data.Calculate("F#EndBalJE:O#AdjInput = RemoveZeros(F#EndBal:O#AdjInput:T#PovPrior1)","A#BS.Base")As per My rule the data will be copied for C#members that does not require parent to be specified.Example : C#Local and C#Share Is there any way I can copy the data at C#OwnerPostAdj Data As well using api.data.CalculateWhat changes I need to make in above code . ?Regards,Nik

Hello, I currently have a dynamic formula that pulls the max value, but was asked to use that formula to get the absolute value that is also a negative the highest amount to pull that value as well instead of being 0.  Here is the current formula I'm using Dim dAmount_1 As Decimal = api.Data.GetDataCell("T#Pov:U8#None").CellAmount Dim dAmount_2 As Decimal = api.Data.GetDataCell("T#PovPrior1:U8#None").CellAmount Dim dAmount_3 As Decimal = api.Data.GetDataCell("T#PovPrior2:U8#None").CellAmount Dim dAmount_4 As Decimal = api.Data.GetDataCell("T#PovPrior3:U8#None").CellAmount Dim dAmount_5 As Decimal = api.Data.GetDataCell("T#PovPrior4:U8#None").CellAmount Dim dAmount_6 As Decimal = api.Data.GetDataCell("T#PovPrior5:U8#None").CellAmount Dim dAmount_7 As Decimal = api.Data.GetDataCell("T#PovPrior6:U8#None").CellAmount Dim dAmount_8 As Decimal = api.Data.GetDataCell("T#PovPrior7:U8#None").CellAmount Dim dAmount_9 As Decimal = api.Data.GetDataCell("T#PovPrior8:U8#None").CellAmount Dim dA

Since many federal organizations utilize Active Directory at the Enterprise level, is there a way to tie Active Directory management to OS? For example, if a user's AD account gets disabled, so does their OS account? When a user's AD account is created in the particular OU, their OS account is created to the correlating group? Thanks. 

We tried to copy from test environment to development environment which failed. we emailed Onestream who gave the following response: 'Thank you for logging this request with us. It looks like the app copy failed out due to a lack of storage space in your Prd1 environment. You can view the applications in your Prd environment by using the System Diagnostic tool. The latest release of System Diagnostics (PV620 SV200) now allows cloud customers to see up-to-date information on all Application Database sizes and Elastic Pool used space from within the OneStream application, under Environment Analysis reports. This is now available on our Solution Exchange website: (https://solutionexchange.onestream.com/dashboard/home/browse)We can provide 2 potential solutions with this:1. Delete any applications that are no longer in use. You can do this by entering in a Service Catalogue request.2. Increase storage limit (which can incur costs)   We have couple of questions on the above: 1) how mu

Hi Community Is there any way that we can do to display currencies based on our entity through extensibility rules

  I tried to refresh cube view using macro, the cubeview connection parameter is not refreshing based on macro buttion is there any code to refresh delimited list parameter pop up after clicking the macro buttion So i can change the combination in the parameter and run. currently i am using the below code.    Set xfAddin = Application.COMAddIns("OneStreamExcelAddIn")If Not xfAddin Is Nothing ThenIf Not xfAddin.Object Is Nothing ThenCall xfAddin.Object.RefreshXFFunctionsCall xfAddin.Object.RefreshCubeViewsCall xfAddin.Object.RefreshXFFunctionsCall xfAddin.Object.RefreshQuickViews'Call xfAddIn.Object.SubmitXFFuntions'Call xfAddIn.Object.RefreshXFFunctionsForActiveWorksheetEnd IfEnd If

How can I change my dates(month,year) in my reports based on cube views. I want to modify directly on the reports. Could someone please help me with that? Or how to create to POV bar (screenshots in where is located)

Hi,  I have been working on creating reports for some time and after trying different options I have some questions: Mainly: how are the reports created by default? How did you solve (usually) the problem of the comments?  I had originally planned to work with Books but they have (IMHO) limitations in the format or the comments are not displayed well, so I have ended up in Excel where the CVs are retrieved and commented. However, I have many reports that often only change in the query (MTD, YTD, segments) and I would have to create a CV for each report (I have also done this but it is getting confusing, therefore I would need to save some of them). How should I most efficiently create reports where I explain deviations in the products, deviations in the P&L at monthly and annual level (and this for several UNITS) and deviations in the balance sheet? BTW What is the best way to upload the comments in Onestream from Excel? Is there a good PDF manual with all of this informa

How are the Debit and Credit inputs treated when using an account set as Account Type Balance on a Journal?  Are debits positive and credits negative?

Hi I'm currently reviewing the functionality of the Narrative Reporting and need some guidance with it. Per the option to insert content within a document, I have managed to get a Cube View to be active within the doc but cannot get a report component to generate?  I also managed to get the XFCell reference to work. The following is what I have used for a CV generation, which works fine: However, the actual syntax provided does not match what actually needs to be applied for it to work in the doc (i.e. see below provided syntax): Is there a list of what full syntax should be used for each of the categories listed in the Insert Content option? I've tried to use the same as the CV generation for a Report Component but that doesn't appear to work (as follows): {DOCVARIABLE "{XF}{Application}{Report}{rpt_FSR_BS_8_8_1}" "" ""}   Any help with this would be much appreciated?   Thanks

Hello OneStream community,I'm working on a data import process where our source file contains Entity codes with hyphens (e.g., "ENT-BER"), but in our OneStream application, these codes use underscores instead (e.g., "ENT_BER").I'm looking for an efficient way to automatically transform these Entity codes during the import process without having to create individual mappings for each entity.Where in the OneStream configuration should I add this transformation rule? In the Data Source settings, Transformation Rules, or somewhere else?Any guidance or examples would be greatly appreciated. Thank you in advance for your help! 

What is the simplest way to remove zero data from the application? This could be both calculated and user loaded data. Hoping this will improve performance. 

Hello. When importing an application from an older version of OneStream XF into the latatest version of OneStream XF in CloudI received an error message regarding the "DataManagement.xml" file. It wasn't admitting the <dataManagementProfiles> section of the file. So I had to remove it fromt he XML file to load sucessfully the application. Then when I entered the application (using the OneStream client), I saw in the screen that we didn't have a section for DataManagemente Profiles (neither a button to craeate them). Are they still in use? (so we should open a Ticket to get the issue checked by OneStream Technical Support)Or are they an outdated type of artifact that no longer exist in the newest version of OneStream XFSupport?Thanks in advance

Hello,  I need to extract all the UD1 Default values and am stuck on statements 3 and 4 in the example below.   Example using cost center 1100: Dim strUD1Member As String = "1100" 1-Dim UD1Member As Member = BRApi.Finance.Members.GetMember(si, dimtypeId.UD1, strUD1Member)2-Dim UD1MemberInfo As MemberInfo = BRApi.Finance.Members.GetMemberInfo(si, DimTypeid.UD1, UD1Member.Name, True) 3-Dim UD1Properties As UDVMProperties = UD1MemberInfo.GetUDProperties()  ? 4- ? I appreciate any help you can give me. Thanks!    

Hello, A client recently asked if it’s possible to create an 'exception cube view' based on an existing main one. The main cube view includes both positive and negative amounts across rows and columns. The client specifically wants the exception report to display only the negative values. To address this, I created a UD8 dynamic calc member that returns the U8#None value if it's negative and returns nothing if U8#None is positive. I then applied this new UD8 member to a copy of the main cube view, ensuring suppression is enabled. While this works well for smaller reports, the performance suffers with larger reports due to the nature of dynamic calculations. I also applied the classic formatting where positive amounts are transparent but it leaves the report with a lot of rows and columns that have the text transparent. Any other ideas on how this can be achieved?

My client has member property Text1 in UD1 as a second description or alias, he wants to display Text1 instead of name or description. I tried with CV Function "u1#top.descendants.where(Text1 <> '')", but It is not working because keep appearing name or description. Any recommendation with function CV or XFBR please? Thanks.

Hey Community,  So I am wondering if anyone has any smart idea how to split into multiple BiBlend tables when loading a file into workflow with workflow name Blend. My current DataSource is using Delimited files. And I have a column in table that I map towards a attribute dimension which contains of 5 different values. I would like to split the tables based on these values instead of loading file in 5 different workflow steps.  In earlier projects working with data mgmt export sequence data sources I have accomplished similar result by using connector setting "SourceFieldName" to do this. But this option is not available for Delimited File. So if anyone have any code snippet examples on how to hook any businessrule up with the data source or similar that would be extremely helpful!