OneStream Platform Forums

Hi,  We have several excel sheets with XLOOKUP formula. In application-spreadsheet (v6.8 and V8.4) this is not working. Whereas it is working in MS-excel. Is this possible in OS-spreadsheet? Working around with match/index/vlookups etc is not a solution. Thanks, Rutger

HI Guys,  Is there anyway via a method query or rule in a data adaptor that I can specify parameters to give me all file names related to a workflow. I preferably want all file names in a specific workflow for all years in a data table of columns: (Workflow,Year,Filename). Presumably doable with a dashboard data set rule but Ive never played with the staging engine before!  Guessing also that its probably a case of looping years and appending tables.  Thanks,   Tom

I have a need to read a cell value from a Spreadsheet object (Cell D3 to be specific) that will change the color of a button object in a dashboard. The cell converts color parameters to ARGB style, and I want to use this to show an example of the color in another object. Thoughts? I want the cell vale to set a literal parameter which will refresh the object

hello  we've a excel addin based report (XFGETCELL). this report has macros as well. the data is used for recon process on another server that doesnt have excel addin. Is there a way to run this though DM/ business rule? or can this be automated through onestream spreadsheet and save as offline?  i separated macros in different file and tried running this report as xfdoc,xlsx. getting #Logon error on server (calc is automatic, cant change on server) is there a way to save as offline? i tried running through DM but facing #Logon issue. the server where we want to run recon does not have excel addin and we dont want to install. any ideas, please suggest.  in longer run, cube view might be a better option but is there a better way to achieve this? pls suggest. thank you in advance

Hello Integration Experts,I would like to know what are the alternatives we have to Integrate Netsuite with OneStream and which is best among RESTAPI and ODBC. Thanks

Hi! If we have a workflow scenario like forecast month 1, forecast month 2, etc. How do I change the # of days that fall into each month? I know there is a specific way to do it because I recall a colleague of mine literally typing out say 30 or 31. I've tried going to application, time profile, in the time periods tab, if I go to 2025M1, it only has the ability to change the first day of the month. I've also changed what days week 1 start and end in but these workarounds are not what I'm looking  for. Help please!

Dear OneStreamers,I'm looking for a solution to have the headers displayed in a cubeview, even if it is repeating (so same header on next row for a dimension member.  I could not find an option to use in the formatting or general / common options.  Do you know how to achieve it ?Thanks,Hilde

HiI'm using Guided Reporting to generate a Cube View. Within the Cube View, a parameter (delimited list) is used to show / hide columns. This is working fine.My problem is that in the Selector List, Guided Reporting is showing the Value Item (of the Delimited List) instead of the Display Item. For example, an end-user will select 'Collapsed' (Display Item) but Guided Reporting will show 'IsColumnVisible = CVMathOnly' as the Display Item.This isn't impacting report functionality, however it looks messy.    

I figured this out recently by chance and it's been so helpful I had to share...Did you know you can split the OneStream desktop to view multiple tabs at once?   If you have a large, high resolution monitor, why not be able to work in multiple tabs at once?Panes can be arranged side-by-side or stacked, whatever combination helps you see all the things you want to see at all at the same time, without having to switch back and forth between tabs.Here's how:1. Grab the tab you want to place in a different part of the desktop, click the tab and drag down and to the right.2. The Panes widget will appear.  3. Bring your mouse so the cursor is over the part of the widget where you want the tab you're dragging to appear.  If you drop it on the right, it will slide in on the right, next to the other open tab.  Drop it on the bottom part and your tab will be a bottom pane under the other open tabs.Here we're dropping on the right pane: Viola! Side by Side:Here we ar

Is there a way to load to multiple scenarios from one Workflow? Example, from the below Workflow POV, I want to load to the Actual_PP scenario, but also to the Forecast_PP scenario. I don't want to create a new workflow for forecast because I want to use the values from People Planning that have been calculated for Actual_PP to populate both scenarios.  I don't what to load the People Planning register twice and calculate it twice.

I cannot find any literature on this - I have a custom calculate rule, how to I call it from a DM step? This is what I have in DM step, but I keep getting the below error: Below are some additional info on my set up: Thank you.

Good afternoon,After one of our calculations started to behave slowly, we have been advised that we should reduce our data unit size.Consultant explanation "Real Cell Count is relatively low, at 5 million cells. But to aggregate those 5 million cells, the system will have to request every monthly value for all of those 2.6 million rows from the database, hold in memory which ones have data and keep track of the ones that don't"In this sense, reading the forum, seems the solutions are any (or all) of the following:Leverage BI Blend to aggregate large data sets for reportingLoad into Cube at summarized levelAlways use RemoveZeros() in api.Data.Calculate and api.Data.GetDataBuffer functionsConsider different Entity dimensionVertical extensibility (not horizontal)Consider storing some data outside Cube (stage)Just wanted to check if you have applied any other solutions into your projects? as first time we need to reduce data unit size.Thank you,  

Pls share how to use one Button to launch several Data Mgmt Sequences in parallel.- Not several Data Mgmt Steps in one Sequence.TY.

Hi,I have an admin dashboard where I show all parameter values and information I need before I start my Data mgmt jobs. There is one value I dont figure out how to show in my dashboard. I have a Conditional input rule on the Cube. Can I create a parameter or Data Adapter or something to be able to pull the value and show in my dashboard? I only need to retrieve the Scenario value.  

Hi, does anyone know how to get the dimension descriptions (other then default) into PowerBI via the OneStream PowerBI Connector? In the OneStream PowerBI Connector, there is the "Get Dimension" part with an "include descriptions" option but it only loads the default description (which is english in our setup). We have also a German culture setting and all descriptions are setup in English and German but I cannot find a possibility to get the German descriptions in PowerBI. RegardsMartin  

I am having difficulty writing an amount to a prior month via a Finance business rule.  Specifically, for forecasting purposes in the last month of a quarter we calculate an excess amount and then want to spread that amount to the last two months in the quarter.  I can successfully calculate and write to the last month but cannot seem to write to the prior month.  For example, in Q2 as of June calculate the excess amount and then write 50% in May and 50% in June.  Has anyone been able to accomplish something like this?  Thanks in advance. 

Hello,Is there a way to sort accounts in numerical order using the member filter builder?Need to see trial balance in numerical order based on account name (i.e. A#12345, A#98765, etc) using the hierarchy. It would help as well if we could apply alphabetical sorting as well for the accounts which start with names. (i.e. Investment Other, Autos, etc).Thank you in advance,

Hoping someone out there has some ideas on how to make this work... Let's say we have a cube view containing a parameter that allows the user to select a scaling option (millions, thousands or no scaling). The results of the parameter are stored in the CV's default CellFormat.Currently, when the CV is run and exported to Excel; regardless of the scaling selected by the user, the display in Excel is in thousands and Excel stores the entire number (unscaled).For example - if scaling selected is millions:If the number is 345,773,247.11; it displays in the CV as 346, it displays in Excel as 345,773 (but the stored number shown in the formula bar is the correct source value:  345,773,247.11).In other words, regardless of whether user selects thousands, millions or no scaling.... Excel displays as thousands and stores the correct number.  If I try to change the Excel format to display in any other way (i.e. millions), it will store the scaled value based on the format and no longer

Is there a way to migrate all folders and content in the File Explorer from one application to another within the same environment?I looked at the File Explorer Manager solution and it looks like it does the content but not the whole folder structure as well.Are there any other options?Thanks!!

We are on 8.4 with OIS and SIC being used in OneStream's Azure environment.  We are 99% sure changing over to SaaS is nothing but a flip of the switch in our case, but just doing due diligence to see if anyone had any issues flipping over to SaaS.

Hi Team, Is there a way for us to ONLY copy data over to another application without messing with the current applications functionality? For example, only migrating certain components of an application.

Hello, We're in the middle of implementing Task Manager and whenever a task is using the "Open Workflow" task type, it seems not to send a notification email when the task has been completed and ready to be approved. We've tested other tasks and the email notifications work fine. Is this a known issue and if it is, is there a way to get around it? I guess we could set all the tasks to "No Action" task type, but I feel like that would be redundant for them to go to TM and then have to go to the WF instead of being able to click on Execute and take them to the WF. Thanks, Will

Dear community,My company has just switched over to v8 and we are in the works of switching over from a current rest API to the Power BI connector.Is there any guide or thread that goes through how to set the prompts for the connector? I get a little bit confused as to what needs to be filled in. For example, the prompt asks me to fill in "Entity" and many other dimension parameters - however, our business consists of many, many entities and I would not like to create one data connection for each one of them. Same goes for "Account" and many other fields, none of which I am able to leave blank.Any advice? Rasmus 

Hi,I've got a business rule where I use BRApi.Workflow.Metadata.GetParent(si, si.WorkflowClusterPk) to look at the status of the parent workflow profile. However, if a user does not have access to the parent workflow profile, then they get an error "Security Access Error. User is not authorized to access workflow profile". So it seems that the function BRApi.Workflow.Metadata.GetParent(si, si.WorkflowClusterPk) is not very useful and it is a bit bizarre that it refers to user security. Is there a way to run this business rule as administrator perhaps or something else I can do?

Please share how to load XML files using DM Jobs.Thank you.