OneStream Platform Forums

Hi Team, Is there a way to lock and unlock the scenarios through Dashboards?Followed to the above question, can we load FX rates through Dashboards? Best RegardsLucky

Has anyone figured out a way to use an XFBR to determine the Bound Parameter on a Combo Box? It seems like a no-brainer that this should be possible but I've not been able to figure out how. Hoping someone has figured out what the syntax on the XFBR has to be to make this work or can confirm that this isn't possible.  Thanks

I am trying to create a small POC for using a SQL Table Editor tool.  However, I am unable to edit a table row on the SQL Table Editor even after it is in a Dashboard with all of the settings to do so.  What is the typical reason for this?  I have Default For Allow Column Updates = True and my OneStream Database Server Maintenance Group for Ancillary Tables is set to Administrators (I am an Admin).  I tried setting that to Everyone and that didn't work either.  I am confused on way the basic functionality of this to to edit SQL data is not working.  Any help appreciated!   Thank you!  

Hi, We have a service account setup in our EntraID IdP that is used to call the API. Now that we've enabled OIS, we're having difficulty setting up a PAT for the service account since typically nobody logs into the service account and accesses OneStream, so the account is unable to provision a PAT for themselves. Would anybody have any suggestions as to how to proceed? Thanks!

I want to create a table and columns in SIC, but only the table name is being created. I want to know how to fix this problem. Below is my sample query and code. Dim sql as new text.stringbuilder  Sql.appendline(“Create Table employee(Name varchar(255) not null ,age int null);” using dbconnap as dbconninfo = brapi.database.createexternaldbconninfo(si,”SICconnectionname”) Brapi.database.executesql(dbconnapp,sql.tostring,true) end using

Hello, I have created an extensibility rule to extract values from the FileBytes column in the XFW_UTM_SupportDoc table, then convert the FileBytes to a file and save in the file share. See below for code snippet:   'Execute query and save attachment to file share folder Using dt As DataTable = BRAPi.Database.ExecuteSql(dbConnApp, fileBytesQuery, True) If Not dt Is Nothing Then For Each dr As DataRow In dt.Rows 'Process rows Dim fileBytesValue As Byte() = dr("FileBytes") Dim fileNameValue = dr("FileName") Dim taskNameValue = dr("TaskName") Dim fullFileName As String = fileNameValue 'Create file in file share, and store folder name Dim fileInfo As XFFileInfo = New XFFileInfo(FileSystemLocation.FileShare, fullFileName.toString) fileInfo.FolderFullName = "Applications/" & applicationName & "/Batch/Harvest/TaskManager_Exports" 'Convert fileBytes to file, and save in folder path Dim fileFile As XFFile = New XFFile(fi

See the TWO screenshots below, the first is bad and the second is good. In dashboard design mode on some dashboards, what is causing the left panel to be blue? This is the vertical panel that shows all the artifacts in the dashboard.  This is preventing us from seeing which artifact is being selected in the right panel.  In this screenshot the "PDO To Update" label is selected in the right panel but the artifact is not highlighted in the left panel. This makes troubleshooting much more difficult. This is bad In this screenshot, the "Create New PDO" label is selected in the right panel and we can see the artifact hightlighted in the left panel because the left panel is not blue. This is good    

We are using an Extensibility Rule to import data from a database using a Stored Procedure (SP) within a do...while loop that modifies the SP parameters. The current implementation works as expected, but our customer has requested us to modify the Business Rule so it executes the SP with all the loop combinations, even if an error occurs during a single SP execution. I attempted to implement this using nested Try...Catch blocks, so the error in the inner block does not get to the outer one. Unfortunately, it did not resolve the issue with this code structure: Try (previous code, including do) Try BRApi.Database.ExecuteSql(...) Catch ex As Exception log.AppendLine(...) End Try (more code, including while) Catch (general error handling) End Try The BR still terminates when an SP error occurs: am I missing something? is there a way to prevent the BR to stop when an error occurs? Regards,

This is a weird question but how can I confirm what version I'm on within a OS application? I used to use the version on the top bar of the log in window in both excel or the OS windows app but I learned today that there's the possibility that our environment version is different than what shows there if the versions are not kept in sync by our IT team.  Any direction would be helpful!  Thanks! -Nicole

Hi,  I'm having difficulties trying to specify the Parent Filter in the data management step and was wondering if anyone has encounter this before and can suggest a better approach. I'm creating a data management step to trigger custom calculate elimination rule and trying to specify multiple parent members however it doesn't seem to work properly. When debugging the BR, i can see api.pov.parent is returning nothing whenever multiple parent members are specified in the parent filter of the Data Management Step.  It does work properly when a single parent member is defined, but this means I need to create multiple data management steps to triger the same calculation.  Below is the illustration of this scenario. Appreciate all the help/advise i can get. Thank you.

Hello, Is there a way to set the default value for the member list . I created a parameter and wrote a XFBR string set this parameter as the default to the other parameter that is the bound value on the cbx and it did not work.   Any suggestions? 

Hi All, Can you help me please? Within the Hierarchy for the business, there is a section called GroupEntity. No one is claiming use of this and so I would like to delete it, if possible, to avoid the extra maintenance needed to keep the structure in line with the others each time a change is needed. Is there a way to see where this has been used or gets referenced? I guess I could just delete this and wait for people to shout but if there is a better way to approach this - Please let me know? Thanks in advance for any pointers given here. Cheers,John

Regarding check box selectors (selecting multiple options) in some of the dashboards that I have created, when selecting an entity, the user has to scroll down until they find the entities they are looking for. So, I would like to know if there is a way in which I could add a search bar or similar that could facilitate the search of the entity, account or dimensions desired. I know it is a long shot but it would be extremely useful. 

Hi all,   Does anyone know how to call a dynamic member list inside a member formula (well, I need it for a dynamicCalc but it can be generalized). I can call the member list in a CV with the call:  I#ICEntities.CustomMemberList(BRName= BRName, MemberListName= MemberListName, Param1 = Param1, Param2 = Param2, Param3 = Param3)   In the Design and Reference (Examples of Key Functions in Use (onestream.com)), we find an example of a static member list.  Thank you for the help. Regards

I have an Assembly which is compiling without errors. The Assembly type is DashboardStringFunction. I called the assembly from DM step in the Time Filter: XFBR(Worspace.PS_Allocation_Rules.PS_Allocation.PS_XFBR_Allocation, MultiSelectTime, Allocation_MonthsToCopy=[|!Allocation_MonthsToCopy!|]) When I execute the step, I am getting below error: Error processing Data Management Step 'Allocations_AllAccountBkt_Step'. Invalid parameter. Time Filter, #ERROR: XFBR[Worspace.PS_Allocation_Rules.PS_Allocation.PS_XFBR_Allocation, MultiSelectTime, Allocation_MonthsToCopy=[2023]]. I am calling the function as per the reference material: XFBR(Workspace.WorkspaceName.AssemblyName.FileName, FunctionName) Appreciate your inputs

Hello! We continue to run into below error when changing our Global POV (application properties) over to our new fiscal year 2025. When our global POV is set to 2025P1 we receive the below error. When our global POV stays on our last month's 2024P12 we do not get the below error. We feel like we've checked what we can in regards to the transformation rules, workflow profile settings, cube settings etc., and can not seem to correct this issue. Any suggestions are highly welcome. Thanks!  

Hello, I have a .txt file to import and the delimiter are tabulations. Do you know if I can manage with it? if yes what do I have to enter in the delimiter field?Thanks Nicolas

Hello,  For one of our customers, we want to make the flow selectable in the ICP matching parameters (Closing and Merge). This functionality works properly in the data adapter, which is linked to the pdf report (via a member list Flow Dim parameter). Method Query used : {|WFProfile|}{|WFScenario|}{|WFTime|}{|!SelectPlugAccount_ICMR!|}{C#EUR}{V#|!View_ICMR!|}{|!SuppressMatches_ICMR!|}{|!MatchingTolerance_ICMR!|}{E#|!SelectEntity_ICMR!|.Base}{E#|!SelectPartner_ICMR!|.Base}{F#|!SelectFlow_ICMR!|}{} However, this option doesn't seem to be available in the native ICP Matching data feed in an Interco workflow step. The filter in ICP matching parameters does not accept the parameter F#|!SelectFlow_ICMR!|  OSXF version: 8.0.0 Could you share your insights with us if there's ever a possibility of having this flow filter selection also by Interco workflow step? Thanks in advance for your help !

In our recent discussion with OneStream team during a demo session, we observed that the version you guys using are different than the version we have meaning the UI, we still use the older version with blue colored interface, but you are using with new OneStream changed version in black color interface, when do we as a user's going to get it.

Hello,Our environment is OS Cloud 7.4 version.I am trying to explore if it is possible to copy OS internal App table data to external DB thru SIC? I know there is way to extract OS app table data and save to 'External' DB table with  "BRApi.Database.SaveCustomDataTable" command passing "External' DB location as a parameter. We currently extract/read from "Custom" DB connection thru SIC into OS Cloud no problem, but now I want to data to go out bound from OS DB to SIC "Custom" DB.Thank you.

Hi All,So I'm working on a dashboard that is tabular and each tab is linked to a different cube view component that are independent of each tab. All the tabs in the dashboard have one header with buttons that allows you to execute multiple different functions. Since each tab is tied to a different cube view I want one of the buttons in the header to perform a function based on which tab in the dashboard I am in. Is there a way to retrieve which tab I am in currently in a finance rule?   P.S- If there isn't a solution I can create two buttons that do similar functionality but the functionality is based on which tab they are in.

Hi All,   Can someone please teach me guide me how can I set the Import validate Load or process the automation and catch the error log with file in the email step by step please.  Thank You so much in Advance. 

Hello All, Our customer, who is migrating from BOFC, would like for organizational and technical reasons to keep using his intercompany dimension to capture sales to third parties but would also need to group these sales by sales channels.Their entity structure has a parallel Distribution channel structure (entities that are not part of the consolidation scope).  Is there a way to aggregate only certain IC (the ones belonging to a certain sales channel for example) ?Can we even do an IC reconciliation by grouped intercompany? Thank you in advance for your help/advices

i want extract TB input form data for all base entities at once. is there any way to have mass extract? 

Can we install two versions (8.2 and 8.4) of OneStream desktop client and OneStream excel add-in client in the same machine ? Later on if i want to uninstall 8.2 does OneStream have an uninstaller using which i can un-install 8.2 Any inputs around this will be highly appreciated