OneStream Platform Forums

Hi,I see a lot of micro courses of genesis but I could not see any documentation on the sequence to take them in order not to get confused.Does anyone has any suggestions? Creating a Genesis InstanceAdministering GenesisBranding the Genesis User InterfaceBuilding a Reporting Analysis Dashboard in GenesisBuilding a Form Using GenesisBuilding a Report with Commentary Using GenesisBuilding the Structure of a Genesis InstanceGenesis Overview and Installation   (I assume this should be the starting point)Foundation series - OneStream Genesis  (Starting point? or is it out dated?) 

Is there a way to default the format in a text box where rich text is allowed to something other than Calibri? it remembers the state of the component when I open a dashboard change it, save, and close the component but when I create new items from the dashboard the new items that get always default to Calibri. 

I am getting several errors when setting up a New Task in the Data Import Schedule Manager. We are on OS version 9.01.17403, and I have installed the latest version of DSM, which is 8.4.0_SV100. I suspect this may be a version compatibility issue, so I am curious if anyone has been able to get this solution to work in a 9.01 application. I have already uninstalled and reinstalled the solution, which didn’t resolve the issues.Below are the two errors I am seeing:When choosing Global Scenario from the Scenario(s) drop down list, I get an immediate error “Error processing member. The item was not found. Member, 11111111.” The details state: Unable to execute Business Rule ‘DSM_Paramhelper’ where it appears to be trying to call the Global Scenario by OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.GetParameterDisplayInfosUsingDashboardNameCompressed(SessionInfo si, LoadDashboardInfo loadDashboardInfo, Boolean isForDashboardUIWithInteractiveComponents, D

Hi Team, As part of V8 upgrade, I have uninstalled UI. and then loaded SV102 zip file for capital planning. But receive the following message. Any one experienced this and resolved?  

I have a source cube view that has a column for actuals, budget, and then actuals versus budget. Actuals versus Budget is just a simple GetDataCell(CVC(Co1) - CVC(Col2)).  However, there's a need from our business partners to be able to drill down into the variance for Entity.Base (source cube view is just Entity). My original attempt (Attempt #1) was to create a DynamicCalc UD8 to take S#Actuals - S#Budget but we have a handful of custom Accounts (A#) that aren't playing well with this approach.  However, for the accounts that do work the drilldown is working perfectly. My next attempt (Attempt #2) was to create a non-DynamicCalc UD8 (TestUD8) and keep the GetDataCell column on the source cube view but tagged :U8#TestUD8.  The problem I'm running into with this method is that the TestUD8 isn't getting passed to the linked cube view?  And I don't know why?  I have Attempt #1 and Attempt #2 side-by-side on the same cube view and Attempt #1 will pass the cus

Here's the scenario I'm trying to figure out: My main dashboard has 3 columns which contain 3 different dashboards.  The left and right dashboards are just for navigation and have a set width. I want the middle dashboard to be center aligned with the available space left over after the left and right dashboards are populated. Basically I'm trying to design the dashboard so that it's readable from a laptop screen but on a normal monitor I want the main section of the dashboard (the middle) to fill in all of the empty space and center align horizontally. I hope that makes sense? Thanks, Brandon

Hello, We are looking to create a form tracker that provides a global overview of the progress across all our entities, do you know if this is possible ?Headers = All our entitiesRows = all of our formsData = Text to see if the form is complete Thank you in advance for your help,Regards,Antoine

Hello,  We need an RCM report to tie recon balances back to OneStream for audit purposes. Has anyone created or knows how to build a report showing balances for child recs (without the balance for the associated recon) and balances for recons that have no child recs? The rcm database tables aren't very intuitive and a little guidance would be a huge help!   Thanks!

Hi, I'm aware that from the Validate workflow step, the full list of invalid intersections can be exported as in the picture below (right click > Export): The Validation messages are not included in the export. Is there a way to export the full list of validation messages together with the invalid intersections?     Thank you

Hi All,I am trying to export a cubeview using FdxExecuteCubeView, but I get every dimension even though my cubeview only shows 4 dimensions.  What is the best way to export a cubeview to retain its view.  I want to export multiple cube views and load them to a table so that I can have all of the cubeview data exported through one Data Adapter call via the rest API. Right now, I export one view I get 3 million rows, but when I aggregate it to the level in the cubeview I end up with 28,000 rows.  I'd like to avoid exporting 12 million rows if possible. Thanks,Scott

Hi Everyone!, I have been unable to set margins in a cubeview in a extensible document. Even though, the report margins in the cubeview settings are set and the argument IncludeReportMargins is set to true as can be seen in the attached images. But no margins are shown. Thanks for you help.

Have you seen a KB / post that met the requirements for daily data?Please share your experience / practical advice to help us meet daily data requirements.- for Planning- flat files: Daily Data per Month- flat files: Daily Import- Reporting by Day by Month Thank you folks for sharing your expertise.

Hi,I have created one one Smart integration function in to transfer file from sftp server to share point server. can we use smart integration function as a file or use existing smart integration function as dependency , not sure just need suggestions.

Hi everyone, We need to automate user creation and security group assignments in OneStream using data from an external Identity system. I have two main questions: Is it feasible to fully automate this without manual intervention? What is the best way to implement it simply (avoiding heavy middleware)? We are considering two solutions: Just-in-Time (JIT) via OIS, and SCIM. Does anyone know how we can set these up? What is the recommended "standard" approach for this? Thanks for your help! Madiha

Hi Folks,  I was wondering if there was a way to display a description for the Cube Root Workflow Profile in the dropdown menu.  For example in my screenshot there is Corporate_MON and Corporate_WOR. I would like them to display: Corporate_MON - Monthly Forecast Workflows Corproate_WOR - Planning Workflows Note: I did try adding descriptions, they only seem to display for children of the main Cube Root Workflow Profile  

I am working on security groups; can we hide these sections to selected users? I can't find the right application/security role for this. Thank you.  

Good day to you. Currently, we are working on a Dashboard for User Access. We have successfully implemented the logic to retrieve Security Group Unique IDs along with their corresponding Security Group details. As part of this dashboard, we now need to retrieve Workflow Profile–level details, specifically: Entity assigned to the Workflow Profile Access Group Maintenance Group Workflow Execution Group Certification / Signoff Group So far, we have been able to retrieve details for points (1), (2), and (3). However, we are unable to fetch the Workflow Execution Group and Certification / Signoff Group details using either Business Rules or SQL queries. Could you please help us by suggesting: The appropriate Business Rule method/API, or A supported SQL approach, to retrieve these remaining Workflow Profile security details? Your guidance on the recommended approach would be greatly appreciated.

What do you use as guidelines to flip the "inuse" flag on accounts or entities? Do you wait until the entity balances are brought to zero in your source or some other trigger? What considerations do you make around any immaterial translation values? Interested to hear what your company is doing - thanks so much!  -Nicole

Is it possible to build a dynamic cube from multiple cubes?  For instance, could I build a dynamic cube that had income statement level data from our month end close cube and summarized headcount data from People Planning?  To my mind this is where the power of Dynamic Cubes would really shine.

Hi Community,Did anyone have successfully used VBA to connect via Excel macro?I had tried all of the connection code from the link below without success;Visual Basic for Applications (VBA) ProceduresRegards,Seang

I created a new entity and workflow in OneStream. The metadata, workflow properties, and configuration are identical to existing workflows and entities.However, I noticed a difference in behavior:For the existing workflows, the confirmation rule displays results at the company level, even for entities with multiple child BUs.For the new workflow and entity, the same rule displays results at the BU level, showing multiple rows for each child BU.I have verified that the rule, meta data configuration, and workflow properties are the same. 

HiIs there and XFGet type of formula that can be used to retrieve the name of the application that you are currently logged into?Thanks,Mark

Hi, I have created a transformation event handler where it throws an error when an user tries to "Clear" file/s. in Import step. Now, the error comes when user tries to delete his/her file or "All" files. I only wanted it to throw error when user (mistakenly) selects "All" imported files and click on "Clear" Is there a way to achieve this by some conditions or checks?  Thanks in advance, PM

Hi, I'm using OneStream 8.2 and trying to merge 3 column headers (Forecast, Budget, Var) under one "|!Entity_Selection!|" header. I've tried  Setting MergeAndCenterColumnHeaders = True in Column propertiesThe merged header is not appearing.  Has anyone successfully merged column headers in version 8.4? What am I missing? Thanks!Output required:  

I'm having an issue with specific top-side entries not being captured by cube views, dashboards, and even business rules. The entries were posted to the Adj workflow with entity member filter: E#Root.WfProfileEntities. Could it have something to do with the entity member filter assigned to the journals?