OneStream Platform Forums

Hi I am trying to understand the event handlers to see if we can leverage them to improve user experience and put some controls around recurring issues.   But the documentation is not helping. I think I figured the events in general and when they execute but can someone please explain the purpose of "Is Before Event", "Can Cancel", and "args.Inputs(x)" Thank you in advance, PM  

Hello!  What's your company's way of tracking OS changes and pairing them with approvals? Do you do it manually with a report out of OS that you put in excel and numbered to match the saved approval email in a shared drive? This is how I did it in a previous role where the changes were more manageable :)  Do you create a custom database table in OS and add a field to tag to those OS change reports to a ticketing system you're managing outside of OS?  Trying to brainstorm a more efficient way that meets auditors expectations but doesn't involve creating a full time role to pair changes with approvals. Any suggestions on how your company accomplishes this would be very much appreciated!  Thanks, Nicole

Hi all, for one customer we need to prepare a an input file template with cube views to deliver correct metadata (dimensions). The Idea is to prepare as much data and metadata from the applicatoion for the user as possible. We were not able to find a solution how to retrieve a list of all entities when the user has access only few out of all. So we switched to the Table view.We created a dashboard containing the spreadsheet with the template that is refreshed at load.The trouble is refresh itself. If I have a blank spreadsheet and add the table view there, the refresh (TV or the whole Sheet) is almost instant. If I have the template with just some Cube Views, it is also very quick (few seconds). But refresh of the same template with added Table View takes almost 2 minutes and it freezes the client and even the Excel if I use the add-in.Would you have any recommendations?

Hi all,I want to manage tabs on a dashboard in a programmatically way, showing/hiding them based on the result of an XFBR call (or similar).Can someone point me in the right direction, please ?Thanks in advanceRegardsFabioG

Hi. I have a .csv file that i am importing as a Matrix. I have 4 columns that each has different UD6 member. Problem is, one of the columns also have a different Account than the other 3.Can I somehow do a double matrix, or pull the data from the one column in another way. I would like to see if I can avoid loading the file multiple times or manipulate it otherwise before load.Appreciate any suggestions :) Details: Column1: U6#TECH1:A#0210Column2: U6#TECH2:A#0210Column3: U6#TECH3:A#0210Column4 :U6#UnallocTech:A#0205  

Hi guys.So I was doing some testing and I loaded some metadata wrong application. I have a recent copy of that application, is there a way to restore the application with the now wrong data using the copy?Thanks!

Hi, In our application Account hierarchy is Root>GL_Accts>SGL_Accts. The account A is created under "GL_Accts" heirarchy. The business requirement is the account A should move under SGL_Accts hierachy. Can we make change this change? please advise.

Hi,  Does OneStream require the OneStream provided 'Administrator' security user?  Can you tell me why it's required and how it is used? Administrator is a Native account, and our audit department wants our users to be SSO.  What would be the impact of changing the Administrator user account from Native to SSO? Thanks! 

Hi, Is there a way to check status of all load overlapped siblings enabled WFs?  The issue is that we have bunch of overlapped data WFs (even after L3 data unit) and people are stepping on each other, doubling the amounts every time someone loads their WF while other WF data load is in progress.  Wanted to try event handler and message showing load is in progress. Any other ideas to avoid this are also appreciated. Thank you, Mikki

We have a dashboard that was originally built in v7 that allows us to add an intersection of data to a CV . When you click on an intersection in the CV, the code takes the Linked Parameters from the CV and populates combo boxes with the members in the intersection. You then change one or more of the members in the combo boxes and click another button to add this intersection (by adding a penny to another account) which then shows up in the CV.  This used to work in v7 but now as we are testing this in v9 the linked parameters that are being passed to the code are not the current values in the intersection you are on. It seems to be passing old values.  Any thoughts?

Hi, I have a requirement from business that, want to restrict the roll-up in the entity dimension. for ex: i have Top entity, and all the members underneath are rolling up to Top, but i want to restrict one entity (ex: entity A) not to roll up for particular users which are part of group A.So, when Group A users retrieve the data at Top entity, he/she should see the total number except restricted entity(entity A) and all other can see the total numbers including entity A at Top. is there any way to restrict the roll-ups based on security.Thanks in Advance.any suggestions please, Appreciate your help. ThanksSatish P

Hello everyone,We recently made the jump from version 7 to 9, and a rule that was previously working is now throwing an error. We are trying to use the BRApi.Utilities.SendMail functionality after a certification is done through the DataQualityEventHandler, but OS is giving us the following message when executing the certificationThe specified string is not in the form required for an e-mail address.We verified the toEmailAddresses parameter is a List(Of String) with a single item in the format "user@mail.com". What can be causing this issue?

Does anyone know if there is an api to export a cubeview to a report format, similar to how BRApi.CubeViews.Process.ExportCubeViewGridsToExcelFile can be used to export a cubeview to Excel via code? I want to get rid of the menu options so users can not use the normal save button but instead a custom dashboard save button. However, I need to find a way to replicate the export options that will also be removed. Thanks.

Hi, I have been playing around with TransformationEventHandler and one of the things I am trying to do is throw an error when an user tries to clear imported/stage data. I think I got the code but I only want it to run on specific WF. I tried to use below but for some reason not able to retrieve the WF profile name. Any idea why? Case Is = BREventOperationType.Transformation.ParseAndTrans.StartClearData   Dim ScenarioName As String = BRApi.Finance.Members.GetMember(si, dimType.Scenario.Id, si.WorkflowClusterPk.ScenarioKey).Name   If ScenarioName = "Forecast" Then   Dim objTransformer As Transformer = DirectCast(args.Inputs(0), Transformer) If objTransformer.WorkflowProfile.Name.XFEqualsIgnoreCase("AAAAA.BBBBB") Then   Throw New XFException(si, Nothing, Nothing, "Data cannot be deleted.....") End If   End If

Hi there,We have one Business Rule that reorganize some security groups adding/removing Parent Groups based on a certain hierarchy, however, we are facing the issue that when the user executing this Business Rule belongs to a group that is being reorganized, we get the following error message:"Security Access Error. You cannot add/remove yourself or a group that you belong to or an Administrators group to/from the current group."That error is perfectly reasonable, but we need to find a way to bypass that.In other softwares exists the possibility to execute a Job as a different user (usually non-interactive) which has the required security configuration to ensure the process is executed successfully.How can we achive that same result in OneStream?Thank you!Bests,

A client doesn't want some users to see the OnePlace Pane and just navigate based on their landing page. There is an application security role for it and I updated that group to a specific group so its not set to everyone. When I test the user role that doesn't have the OnePlace Pane in their security roles, its not working and the OnePlace Pane is still showing up?

Hello,  Currently we are working on a forecasting model, and we would like to be able to use the spreading process inherent in OS.  Is there away to use conditional formatting or an XFBR to set a column of values to be flagged automatically based on the comparison between a parameter and the column member?  Specifically, I am looking to have the first or first two periods of the quarter set as flagged so they can be excluded from the proportional distribution based on when the users are completing this forecast. Thanks,

Hello, we recently upgraded to v9 and noticed that we can no longer clear WF imported cube data using the "Clear" option through the workflow import (snip below).  Prior to the upgrade, we could clear the stage data, then run import/validate/load to clear the data that was imported to the cube.  Now, this option only clears the data from stage and in order to clear the data loaded to the cube, we have to use a data management step.  In our case, this is now difficult because the data loaded may be specific to workflow channels and also use multiple dimension criteria and not just Entity (used by DM step).  Is anyone else having this issue?  Are there any other methods to removing the imported data via csv file from the cube other than a DM step?   If we try to run the old process in v9.  Clear, then Retransform, Load to clear cube data.  This error appears.  

How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream? Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data.     Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category  An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain

Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category  An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!  

Team I have list of users who have been added to a group under Security rules. But they are able to see only "OnePlace" pane on the onestream , but not the Application and System.  Can you please guide how to have them get the view of those 2 panes? 

Good afternoon, I'm trying to pass through formatting from one cube view to another.  The 2nd cube view is a dialog pop-up in a dashboard triggered by a selection changed event. So far I've been able to determine destination formatting based on Cell POV dimension members of the cell "clicked" but I'm hitting a snag on dynamically calculated cells (column is Actual versus Budget % for example).  The Cell POV dimension members are the same with the only difference being a "GetDataCell" at the end. I haven't figured out a way to retrieve what, if anything, is in the "calculation script" for a cell intersection.  Or if there's a way to retrieve the row and column names for a cell intersection at the time of a click? Looking for any guidance possible. Thanks, Brandon

Hi, I’ve created a cube view containing a Row Override GetDataCell CVRC formula that is throwing an error when exported to Excel or PDF.   I believe it’s because I’m using CVRC which requires the use of an index which Excel/PDF don't know how to handle.  I’ve tried simple GetDataCell formulas and they all export fine.  I’ve read that this can happen when Excel doesn’t know how to handle the index but the formula doesn’t calculate without the index.  Has anyone experienced this and how did you resolve it?  Would it work if the calculation was done via business rule instead? Below are screenshots from the desktop app and Excel, as well as the row override formula    

Trying to create simple rule based on value greater than or less than zero, however only my Negative rule successful. A#[ACC1]=ACC1_POS | Create If > x | Final and A#[ACC1]=ACC1_NEG | Create If < x | Final On the above stated expression type, I first tried to specify the Math Value only as 0, however nothing happened. Only when I changed it to 0.01, did the logic start to work. Now, if the source value is a negative, the second derivative rule works (returning ACC1_NEG), but if I put through a positive source value, it does not create ACC1_POS a bit stumped on this one now.  Any suggestions someone can perhaps suggest?  cheers, Jacques

Hi,I am trying to use parameters that I select in a cube view to be used in a dynamic calculation.Can someone advise how to do that in a UD8 dynamic calc formula?Parameters are to select scenario 1 and Scenario 2 and used them both in the UD8 dynamic calc .