OneStream Platform Forums

Hello, When we configure a linked CV from a source CV and that we input and save something in this linked CV, by default when we close this pop up window, updated or added data does not show in original CV. We need to manually refresh the source CV to see update of input done in linked CV. Does anyone know of a way to automate the refresh of the source CV upon closing the linked CV's pop up window? Thanks for your help!

Hi All,   How can we map one source column (from our old EPM system) to two different dimensions in onestream (Flow and UD2) In this column we have for example acdclosing whichs need to be mapped to the flow dimension but acdCD needs to me mapped to the UD2.   Thanks in advance for the help!

Hi all, We have a requirement, where in a datasource, we load revenue for the year. This is for the budget, and the workflow is a yearly workflow. The file is on the customer/contract level and include the payment terms, which is the term in which the customer will pay. For the cash forecast, we want to leverage this to calculate when the cash is coming in related to the revenue. What we want to do, is to create a derivative rule to create an additional payment entry in the upload, with a different time period based on the payment term. However, I am not able to change the time period in a derivative rule. Is this something that is not possible or is there a way to do this? The PAYMEMT record is generated, but the time is not adjusted. This is the syntax for the final derivative rule I am using: T#[*]=2024M12:A#[EXT_PRICE]=PAYMENT So the record is created, but the time is not adjusted unfortunately. With kind regards, Tim  

Hi team! We are trying to connect Result Table obtained from the Method query (WorkflowAndEntityStatus) in Data Adapter with another table, preferably SQL table. We expect that it is possible to be done via Dashboard Data Set business rules however we are not sure if the join is possible. Has anybody tried to join this two dataset types?  Thanks!  

How can I format this cube view to not display column names after it's been identified once? I want to retain the first instance of the Consolidation member, Local and Elimination (in red) but not have to see it more than once (in purple).

How can I visualize the Intercompany Matching via Workflow. I tried looking in the app but nothing appears. Or how to do  the process for an   Intercompany Elimination. 

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How can I download the intercompany matching reports it does not appear on my app. I tried to download it through Market place report package and I load up the zip file but nothing appears. 

Hello,  My colleague and I retrieved OneStream data using Quick view XX and noticed that there are discrepancies in the outcomes. We identified that the POV settings are different even though we used the same Quick View XX. Why this happened and how you update your fixed setting?  

Has anyone else experienced flat file data loads "unloading" and reverting back to the Validation step, seemingly on their own?  It has happened in all of our applications, and I can't find any correlation or consistent reason why this is happening. I'll open the workflow and it looks like this: And I have to reload it again:  

Workflow form has different scenarios Actual, forecast. I have created the step for Force Consolidate and Scenario Type filter is set to (ALL). when i complete the form only Actual Scenario will consolidate but not forecast scenario.  i tried to add another step to consolidate forecast scenario but it didn't work.  May i know how to set up for all scenarios to be consolidate at once.

Hi, Encountering the following error when attempting to drill back to the source system. Does anyone have any insights? Exception Type: XFExceptionThread Id: 330Message: Smart Integration Connector remote query failed.ORA-00936: missing expression

Had a quick question, is there a way to set up email notifications to Supervisor's for journal entry approvals, when a work flow is ready to certify or when RCM is ready to certify.   I have read some other posts but I have not seen this process exactly or if it can be done.  If it cant be done will it be coming with a future release?    Thanks!

Seems I have found a bug, not sure if this is the right place to get it solved. We have a calculation where we use text3 on the customer, which is the country code to find the freight rate on the country customer with that name. In the latest forecast the calculated numbers were lower than expected. While checking there is no value calculated for customers with text IN, Indian customers. The Cubeview I created now to check gives below message: Text in the Cubeview is: U3#39939, U3#30612, U3#Customer.base.Where(Text3 = 'IN'), I tried also Text3 startswith IN and Text3 = IN, all give the same message. When I change to IT (for Italy), there is no error. Somehow IN is invalid for this purpose it seems. Any idea how to solve, I can give it a different text, but would not be consistent.   Thanks in advance Ben

Hi all, Is it possible to apply .base/.children to the non-primary dimension in a member filter? For example, the below screenshot, I tried to apply the below member filter (A#101:U2#100.base), but it only returns the first member from the UD2 dimension. I understand that I could put the U2 dimension to the next expansion level, but just want to explore another way to combine the script into one expansion level. Thank you.

Hi Everyone, I've written a business rule that peforms a certain task when the process button is clicked in the workflow via the "No Calculate" function within the calculation definitions of the workflow profile (see reference (1) in the screenshot). Broadly speaking it works ok, however I intended for it to only be triggered when clicking process on the "top" node of the workflow (see reference (2) in the screenshot). In actual fact it's running when process button is clicked in any of child workflow step (eg. "Asset Movement" in the example here, see reference (3) in the screenshot). So my question is: can I have a business rule that is triggered by the No Calculate function but only in certain steps within the workflow? Or will it trigger wherever process is clicked? I had thought it would be possible because calculation definitions can be defined in each workflow step which is why I was surprised with the above. (By the way calculation definitions are blank in the "Asset Movement"

I'd like to change the Show Header property of a Cube View component on a Dashboard from a button on that Dashboard. How do I programmatically reference that property?

We have some bunch of Step in our Sequence that we are calling it from Workflow Process step and this whole process is taking more than 2 hour around 2.5 hour . The process status is getting failed if it's running more than 2 hour but the Sequences is still running , as our process step showing failed we can't certify the Workflow . can you please help if there is way to fix this .

Hi All, We've recently encountered a problem whereby a OneStream journal entry booked in local currency at year end 2023 is not reflecting correctly in 2024. In the example provided below you'll see that the local currency amount has rolled forward correctly, however this is then not being translated to our reporting currency (USD). We've tried looking through the BR on the flow dimensions but haven't been able to identify the source of the problem. Any help here would be greatly appreciated! Thanks, 

Hello, Is there a way to create a mapping rule for an account that looks at all entities but one?For example, A#123:E#*but E#456Thanks!

Hello,  We recently upgraded to 7.4.2. Prior to this our Pie Captions were showing up when view the BI dashboard. However, since the upgrade we are noticing that we are unable to see the pie chart caption.  In the BI Designed window I can see the pie chart caption, but when playing the dashboard it disappears. Is there a bug in the 7.4.2 version that affects this? As well I was wondering if there is a way to fix the data labels, currently we have the labels to display outside of the pie chart and we have two pie's side by side for Quarter over Quarter variance, however the labels are all on top of each other and we cannot see the labels correctly. Any suggestions on how to fix this?

What are the options available in onestream to distribute monthly standard excel reports (Email/Save to a network drive/Sharepoint site) to non onestream users?   Also high level steps would be wonderful for the set up.  

hello team, new in OS , i need help if someone works on this tool.i am wondering if there is an equivalence of the hfm functionality "org by period" in OS ?is it possible in OS to manage the structure on a “Time sensitive” basis, and to have effective dates for changes ? i am aware that it's possible to do the changes of % of ownership or even change of type of ownership (full Conso, equity...) by period but am wondering if it will be possible if a change of the parent of the entity and having two hierarchies existing on the same cube/app thank you in advance

Hello,  I was wondering if there is an option to have text in the row header wrap?  The current version we are running allows us to wrap text in Excel by using ExcelWrapText=true in the formatting tab, but was wondering if there is a similar function available for the text to wrap in the row header?  Thanks!

In OneStream how to eliminate intercompany process (POV, configuration)