OneStream Platform Forums

Hello! I'm an Enterprise Applications Business Analyst and we are looking for a RACI chart that shows the intended usage of the OneStream tool to better understand who and how to support our clients (Finance). We currently use Financial Reporting, Account Reconciliation (without Trx matching), and Capital Planning. Does anyone know if something like this has been created by OneStream? Does anyone have one from their organization? Thanks!

Hello everyone, Is there a way to collapse/expend column via a native display configuration on Onestream (v8.1) ? Something same as the RowExpensionMode option in the Header Formatting but for the column. Thank you in advance.

Is there an upward limit on the number of blank lines that can be kept in a journal template?

Hi everyone, I'm just trying to set up a sandbox of the OneStream server for my own learning.  However, I'm not very knowledgeable on the database side and am not sure how to set up the databases required for the application.  I've installed SQL Server Developer version but as I'm not a database person, I'm not sure how to create the underlying databases.  Unfortunately the OneStream guides I'm following don't go into the details of the steps within the database (understandably).  Does anyone have any guides or describe the steps needed to create the underlying databases for the server? Thanks,

We have users experiencing connection conflicts with the OneStream Excel Add-in. When they enable the OneStream add-in it disables the add-in they have for their ERP. They would like to be able to use both add-ins at the same time. How can we enable them to have both add-ins active? Have there been similar issues? What is causing their ERP add-in to be disabled? 

Hi OneStreamers, I am using the table vStageSourceAndTargetDataWithAttributes in a dashboard to display cost centers (Source Account) and Accounts (Target Accounts) per all other dimensions, for a selected entity and period. It's working fine but the amount from the table is always in the local currency of the entity, and I'd like to see all amounts in EUR. Is there an easy way to convert the figures in the table ? I saw there was a column named "Converted Amount", maybe it can be used somehow to show translated figures ? Appreciate your insights on this. Adam

This seems like it should be a no brainer, but I've spent a couple hours trying to figure it out and googling for a solution and I have nothing. I am trying to export data to a file, but my BR is written in C#.  I can do it with no issues in VB:  'Prepare the Extract File path Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) 'Data management extract location Dim folderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si, True, configSettings.FileShareRootFolder, si.AppToken.AppName) & "\" & DateTime.UtcNow.ToString("yyyyMMdd") & "\Extracts" 'if the diirectory does not exist create. If Not Directory.Exists(folderPath) Then Directory.CreateDirectory(folderPath) ' full path and file name for extract Dim filePath As String = folderPath & "\AppTypes.xml" 'if file already exists If File.Exists(filePath) Then File.Delete(filePath) File.WriteAllText(filePath, outer.accountRecs.ToString); I tried to conver

I am trying to insert a row into a OneStream Application SQL Table through the SQL editor Dashboard component.  I am getting the following error message.  Is this something that needs to be changed in the SQL or a component setting I need to change.  At the moment I have not added anything additional to my SQL create table statement except the column names and a primary key for the Row Number.  

I have a Cube View that uses a parameter 'pm_EntityList' in the POV to let the user select an entity.Its possible that the same parameter can exist in both workspaces.In my case, the parameter is defined in both the default workspace and a workspace named 'CustomerWorkspace'.If I specify |!pm_EntityList!| in the entity POV for my Cube View, which parameter will the cube view look at?Taken a step further, lets say there are two Named Workspaces with the same parameter.  Now which one is evaluated?

Hi all Can I copy a journal using a business rule? Cheers

I want to round the values for the Revenue account for all UD2 members to whole numbers. Do I have to get the values, round them and write the value, or is there a simpler method?

Hi all, Short question. I have a message similar to this:  "Unable to delete member 'XXXX'. Error removing member. Member 'XXXX' has data. Same as in post Unable to delete Entity member - OneStream Community (onestreamsoftware.com) With the exception that the cube is clear (in total there are 2 cubes; one without data and the other doesn't use the dimension in which the member exists). Should it be data somewhere else? If it is the case, where? Thank you. BR, Carlos

With v7.4, it's now possible to create separate Maintenance Units, to isolate a "solution". But with that also the new "Dashboard Type" have arrived, including "Custom Control", but also a new Navigation Action on a button, called: "Forward Custom Control Action to Parent Event Listener" Anyone have experience in how this works, or where I can find more documentation or examples of the functionality

Does anyone know what this message is talking about. Sorry...new. Users are trying to drilldown by 3 dimensions in the rows and are only getting approx. 6 rows of data and then the message under the output. Their row settings are at 10,000.   Any help would be appreciated.... James

Hi Guys, We are upgraded to V8 and now need to update our integration to SAP BW as well. As of now, the ERPConnectStandard20.dll has added in the assembly folder under the gateway server folder. And per the SIC guide, only the smart integration function business rule can used to call ERPConnect function, so we believe the steps should be: 1)Build smart integration function business rule to extract data from SAP BW 2)Using connector business rule to call the above function for processing in the Import step But we didn't found any sample for this. Appreciate if any input or sample code on this. Thanks,  

Dear Team, Does anyone know what's the updated version of function SetCultureInfoForUserToThread? I thought that like with other functions I just can see it's new version using intellisense, however nothing appears here. Many thanks!  

Hello, I created a new Scenario and assigned it as ScenarioType 3. I went into Application Properties and made sure ScenarioType2 general and dimensions were set up for it. I then went into the Workflow Profile and created a new Form under one of the workflow and it is not showing up. Did I miss something when I setup the new scenario? Thanks, Will

Hi, I am building a BI Viewer chart and need my colors to be dynamic. I have three colors in my color palette for the BI Viewer component. I can manually set the color to match the option in the palette, but if I use the parameter changes my scenario or time, the palette color is reset and it selects a random color. If I use the automatic setting (which would make the most sense) it sets every color to black.  My ideal color settings are: First year actual: Blue Second/last year actual: Pink Second year plan: Green How can I set this up dynamically?

Hi All, I have a bit of an extreme question here.  Is there any limit, whether system or logically, that there are too many cubes in an application?  My example (which I have simplified here for illustrative purposes) relates to UD1 for Cost Centers where we have 150 entities all having unique and different cost centers.  Since they each have 20 unique Cost Centers, that's potentially 3,000 Cost Centers in one dimension which feels big and very sparse.  Thinking through options for how to approach, one option we are weighing is to add a separate cube for each entity and assign a separate UD1 dimension to each cube / entity so they would only have 20 Cost Centers to contend with.  As it rolls up the entity structure, it would consolidate to a Summary cube that has one member called 'Total Cost Center' thereby shrinking the data unit in the top cube. Has anyone dealt with these high numbers of cubes before?  My gut tells me be that this could be troublesome

Hi Team, In Scenario 1, we are having an input upload form and in Scenario 2 we are having another input upload form. Both the forms are attached to the different form templates.  The input form of Scenario 1 is  getting uploaded in Scenario 2 as well. How to restrict the input form upload based on the scenario.  

Hi, I want to display all the data sources of each dimension. Tried to retrieve from ParserDimensionAttributes table, but not sure what is AttributeIndex, From which table I can get the attribute index value? Please help with this query/ Thanks, Manju Komara

Hi I am trying to add conditional formatting to my CubeView to bold certain rows, so that it stands out for my users. I'm using treedescendants(i) to list out all the accounts to minimize any maintenance, so I can't bold the rows individually. Also, the accounts I want bolded are not in the same indentation level, so I can't use that expression. I tried using If (MemberDescription = 'Apple') Or (MemberDescription = 'Orange') Then Bold = True End If. This works, but if I tried adding another Or statement, it would not work:  Eg:  If (MemberDescription = 'Apple') Or (MemberDescription = 'Orange') Or (MemberDescription = 'Banana') Then Bold = True End If.  Is there another workaround for multiple Or statements/ how should I update my condition? 

I am Running a Dashboard Data set rule. The process is a bit longer. For Each EntMem As MemberInfo In BRApi.Finance.Members.GetMembersUsingFilter(si, Brapi.Finance.Dim.GetDimPk(si, "DimName"), "E#Top.Base", True) For Each Parent As Member In BRApi.Finance.Members.GetParents(si, Brapi.Finance.Dim.GetDimPk(si, "DimName"), EntMem.Member.MemberId, True) If EntParentCheck.Contains(Parent.Name) Then Dim customSubstVars As New Dictionary(Of String, String) customSubstVars.Add("dmTime", Time) customSubstVars.Add("dmScenario", Scenario) customSubstVars.Add("dmEntity", Entmem.Member.Name) customSubstVars.Add("dmParent", Parent.Name) customSubstVars.Add("FileName", FileName) BRApi.Utilities.StartDataMgmtSequence(si, "Export Cube Data", customSubstVars) End If Next Next ERROR: Not enough quota is available to process this command. I think it is generally with long running jobs on OS Dashboards?      

I need to copy data, including adj data, from one fiscal year cube to another calendar-based cube.  The DM Job I tried to use does not work with ADJ data as the journals cross entities that don't exist in the target cube. The rule also needs to include variables for entity, account. and scenario remapping. Any sample provided is appreciated. 

Hi there!I have a Workspace called WK1I have a Dashboard called DB1I have a Component called "George" (coz, why not?)How can I programmatically add George to the DB1 dashboard in WK1 workspace?Note that i already have other components assigned to this DB1.Thanks