OneStream Platform Forums

Hello -  Does anyone know how to add row/index numbers to BI Viewer as shown below?   Thanks,Bil Brandon

How do we remove the gray/blue gridlines from the Excel export and when printing to PDF? The screenshots below have no formatting. The cube view exports directly to PDF with no gridlines, but when exporting to Excel and printing to PDF, the gridlines appear. Thanks.  

Good afternoon, I'm curious to see how other companies handle this situation.  We've recently launched a Dashboard allowing the vast majority of our user base, ~800 users, the ability to interact with and drilldown on their financials. One of the growing pains we're experiencing with this change is that the users have the ability to create a PDF Book for their selected Locations + Children on whatever Cube View they're currently on.  So it could be one PDF or a lot (50+ locations).  Opening the Book Viewer creates a background server task which on its own doesn't seem to be an issue. However, we have a couple of "triggering" events that cause an influx of our user base to all access the system for financial review and book publishing at the same time.  Prelim financials are ready to review, financials are closed, etc. The problem we're experiencing seems to be when we have a lot of users all trying to create books at the same time it appears that their tasks are ste

Hello, Is there a way to move a workflow profile up or down in the hierarchy tree? I created a new workflow profile, but would to move it up next to similar workflow profiles. The move up or down buttons only work for children and siblings.  

We recently encountered an issue where users are unable to save offline copies, (v9.1) which led us into a broader discussion around version control and file sharing for our getcell reports. We’re looking for ideas or best practices from others who have implemented effective solutions to manage the below. What we’re hoping to achieve:- Multiple users able to access the same report simultaneously- A shared experience similar to Google Docs (centralized file access)- Strong version control to avoid duplicate or outdated files- Ideally, a simple check-in/check-out type process to prevent conflicts So far, the only option we’ve considered is a potential SharePoint integration, but we’re hoping to find a solution that is less technical and easier to manage from a superuser/user perspective. If you’ve implemented a process, tool, or solution that works well for your team, I’d love to hear about it. Thank you!

The newest release (9.1) of OneStream introduces the Alias property for just about all of the dimensions.  The only place so far where I have found the Alias as being useful is in search.  I have not been able to figure out the correct syntax to be able to use the alias in Cube Views, Quick Views or any business rule.  My guess is that we are going to have to create a custom business rule that will allow us to call the Alias name and present in a viewable format. Does anyone have an example of where they have been able to display an Alias value in a Cube View or Quick view instead of displaying the default member name and/or description?

Hi I have a method query that returns a data table of roughly 300k of records. Is there anyway to export the result of the method query to a csv file? I'm not keen on using a spreadsheet business rule or a grid view on a dashboard given the volume of records that is being returned. Thanks, Mark

Hi everyone,I was wondering where there is an alternative way to create and manage users within an application without using the 'Cloud Administration Tools' dashboard. Any help is much appreciated!

Hi All, qq--is there a way to disable SSO login for one account. we have one user created in OneStream as a contractor, and now we want to enable that user to login to OneStream application without SSO.Our OS app is configured with SSO sign, so we get a code whenever we login, but i wanted to overcome this to the Contractor id, is there any way that we can disable the SSO login.  Any Suggestions pls. Thanks in Advance. ThanksSatish P

Hi OneStream experts,Lets say a dashboard has 10 components in DEV and in PROD.Added 11th component  in DEV and want to move it to PROD by Extract and Load.Is there any  easy way to collect all related components of a dashboard?Manually collecting components is painful. What is the best secured way to collecting objects to move it to PROD? Thanks//Suresh

Hi,Is there any way to remove the empty rows which are showing up once a cube view is used in an extensible document or in narrative reporting?Thanks,Florence

Hi all, I am sure this topic has been covered before, but I am looking for what the community is doing in terms of rounding issues (as they apply to CV's). Especially in the case of when financial reports are scaled (to thousands or millions). Are most just jamming differences in via forms as needed. Is there some sort of automation that can account for rounding issues?  Any advice would be most welcome and appreciated here. Thanks!  

Hi Everyone.I want to copy the information from one scenario to another. Currently, I’m using the member formula of the target scenario to transfer the data. However, I first apply a calculate to set the values to zero, followed by a clecarcalculateddata to properly remove the existing information. The issue is that after this step, the copy process doesn’t execute, and the scenario remains with zero values. My code is as follows: api.Data.calculate("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE = 0*(S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE)",True) api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,True,True,True) Dim destinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE") '' Create new Databuffer for the results Dim resultDataBuffer As New DataBuffer 'Base Entity at Local If Not api.Entity.HasChildren And api.Cons.IsLoc

Hi OneStream experts,I was looking to understand if it's even possible to handle the load button from the Load/Extract section in OneStream using a specific EventHandlers of any kind.I need to be able to add validations whenever a Metadata xml file is loaded through the Load/Extract to check certain things of its content without falling (as usual) in a custom development from scratch.Hopefully someone is able to assist.Thank you!

I'm looking to add user names to the workflow status report we've already created but I can't seem to find where in the database tables that info is tracked. We've manipulated the WorkflowStatus method query to pull in the WF steps and the status of each. For example:  I reached out to OS support and they pointed me to these two posts, one of which mentions CertifySignOffInstances. Workflow Confirm and Certify Users Info | OneStream CommunityDisplaying user names on the workflow status report | OneStream Community I can also see WorkflowLockHistory as a table but any thoughts on which other tables store workflow status by user info? Appreciate any direction you're able to provide!  Thanks! 

Hi All,How would I go about passing a Consol member as part of the POV to a  FDXExecuteCubeView call? I want to pull one extract that is in Local currency and another that is in USD.  Can I do that with this call, or do I need to set up 2 cube views, one set to Local and another set to YTD?Thanks,Scott

If I build a cubeview that contains the desired POV and functions on its own, using FdxExecuteCubeView seems to work great. However, there is no documentation available on actually using the FDX functions and I can find no functional examples of how to pass the various filters/members from the FdxExecuteCubeView function to the cubeview it's actually calling.For example, I can enter T#2022M10 as part of the POV for the cube view and then FdxExecuteCubeView will create the table. However, if I pass the timeMemFilter a value of T#2022M10, I get no data. It seems obvious that I need to put something in the cube view POV to tell it to use this value but there's no indication of what that might be.Am I missing something obvious here? Is there some missing documentation or fundamental functionality that I'm unfamiliar with?

T#2027:V#Periodic, I'm pulling the correct YTD P&L numbers for 2027.T#2027:V#MTD, I'm only getting the December number.How can I get the MTD number corrected on the total Year? It should match Periodic? Thanks.

Hi Everyone - Where do we have setting to configure Read/Write access to the folders in FileShare?  

In Grid view on the Account Dimension, when attempting to update the IsIC setting for an account I receive an Internal Server Error.I'm able to update the Is IC Account on the Member Properties view, however in Grid view it returns the error below: 

Please share your practical advice to help us assess the Data Size by Scenario by Year.- I failed to find existing KB or posts to help us meet this Data Size requirement. 🤯 Thank you folks for sharing your expertise.

Does anyone know what replaces the 2 utility commands below?  I get a warning message that those commands are obsolete but it does not give any indication or hints of what the new commands are or what's currently available?BrApi.Utilities.EncryptText andBrApi.Utilities.DecryptText Any help is highly appreciated.Thanks,Jun 

Hello, I would be very grateful if someone could offer some direction on fixing the issue of dynamically generated parameters disappearing on a refresh action. When the dashboard initially loads, all of the dynamic parameters render as expect. I have an extender service setting the count of parameters to 2 for each param type (Debits,Credits). These work off two stored member list parameters, par_DebitList and par_CreditList.When the dashboard is refreshed, I lose the _dynamic_2 even though the parameter count is still 2. Public Function GetDynamicParametersForDynamicComponent( _ ByVal si As SessionInfo, ByVal api As IWsasDynamicDashboardsApiV800, ByVal workspace As DashboardWorkspace, ByVal maintUnit As DashboardMaintUnit, ByVal dynamicComponentEx As WsDynamicComponentEx, ByVal customSubstVarsAlreadyResolved As Dictionary(Of String, String)) _ As WsDynamicParameterCollection Implements IWsasDynamicDashboardsV800.GetDynamicParametersForDynamic

Hi, For the v8 to v9 upgrade, it seems like we need to remove our custom tables and add them back after the upgrade. We have scripts to add the tables back but what is the process you follow to export and import the data back. Table Data Manager or write a script to save csv file to OS folder and load it back? Thank you in advance, Praveen

Hi Everyone,If end user enters negative value in the input form. Save button or form should not save the value.Do we have any solution for it?