OneStream Platform Forums

I have activated attributs in my connector and tied them to columns. However, they do not appear in my stage and my vStageSourceAndTargetDataWithAttributes is empty. Is there any additional setting that should be activated in order to get the attributes active in stage?

I have listed a parameter which has display items as Yes, No in one of cube view row override that displays in a Form. Along  with Yes, No items it is also showing "No Data" even if it is not listed down in Display items of the parameter. Could you suggest how to remove "No Data" item     

Hi all, I currently have a dashboard that shows several cube views in it. I'm wondering, is it possible to extract through parameters the POV dimensions of the cell that the user selects, in order to use them for other processes? (my goal would be to allow the user to select a cell, click a button and visualize the drill down for that cell) Thank you in advance for any help!

Hi, we have been working to build our Cash flow report and would need to include an account from the Balance sheet into the cube view report. We would need to include ''cash and cash equivalents at the beginning of the period'' and ''cash and cash equivalents at the period end''.Is this possible to include? When I tried to, I got no values from the BS account into the cube. If so, how would i proceed?Thank you! 

I understand that OS users are able set their own preferences for whether or not Excel Add-in data refreshes upon opening a workbook, however I would like to know if there is an option for the "author" of a Quick View or XFGet form to require a refresh of data when another individual opens it? Not meaning this as an attempt to override the settings of other OneStream users, but instead to make it so that non-OneStream users within the organization are unable to view QV or XFGet form data without having proper access. Thanks

Hi! I have a business rule which allocates all PL accounts from a group of entities in one segment to other segments. However, I would like to exclude accounts that are IC from the allocation. I have classified the accounts that I would like to exclude with the text "ICElim" in box "Text 8", under "Vary by scenario type & time" in Member Properties, in the account dimension. So, in the following code string, I would like to exclude those accounts. Do you have any suggestions on how to change the code string below so that it excludes these accounts instead of picking all PL accounts?   Dim bIsPL As Boolean = api.Members.IsBase(api.Pov.AccountDim.DimPk, api.Members.GetMemberId(dimtype.Account.id, "PL"), cell.DataBufferCellPk.AccountId)

Hi, I'm trying to retrieve the value of the field "Text - Text 8" for an account dimension member. What formula should I use to get this value? Thank you in advance!

Hi Team, how can we get data source, transformation rule profile and other information of workflow profile. Trying to get it from workflow profile attributes using the index but not able to find index for data sources. Can you please help me with this?   Thanks, Manju K

I have a vendor that cannot customize a flat file to include any kind of variable data to determine the import period.  The best they can manage is give me two trial balance amount columns- current month and previous month- and I can pick which to use based on a custom parameter to tell me the close month.   So first, am I able to determine which amount to use (column 9 or 10) based on a variable vs the current date- when current month = 5 and month end = 4, use column 9, else column 10? Second how can I create a datakey for time using these parameters?  I can't find any documentation on it.   Appreciate the advice.  I know this isn't the best way but I've been painted into this corner against my will....

hello, good day; I created a new finance rule calculating the cash flow accounts using as source the balance sheet accounts, the hierarchy is not part of the balance sheet, it's at the same level; when I consolidate or translate the cash flow accounts, the amounts were deleted; but not for Balance accounts. Do I miss something in the finance calc for the data will be durable or something like that? thanks in advence and Best Regards.

Hi - has anyone tried to replicate excel Goal Seek function in Onestream. We have a bonus model calculation in excel which uses excel goal seek and circular reference with iterations options in Excel. We want to replicate it in Onestream. Has anyone done similar excercise.

Greetings - Looking for Audit option to track the data before the change, 'Audit History For Forms' option shows data after the change.   Thanks!    

Hi All, I've got an annoying error message popping up on a dashboard I've built. To be clear it doesn't stop anything working, just wondering if I can get rid of it somehow... Basically in the content section there are 2 cube views. When the user clicks on something in the first one, it uses the normal navigation links (in the cube views) to pass an entity and UD4 across to the second one. It's all fine and works except for the first time the user opens the dashboard when cube view 2 doesn't load (and gives the error message) because nothing has been clicked on yet! Is there any way to pre-populate the |!ClickedEntity!| and |!ClickedUD4!| in cube view 2 before anything has actually been clicked? Thanks (screenshots below), Richard First time load before anything has been clicked:   After clicking on cube view 1, the navigation links kick in and populate cube view 2:  

Is there a way to create a dimension member drop down in Excel to use for the GetXFCell data selection listing?

I would like you to help me with this question, because I want to know how I can add a security group to a person (the section that appears in the image) and how I can remove that group in a BR.    

Hi Everyone. Is there a way to prevent the insertion of duplicate information using that function? Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult() selectionChangedTaskResult.ShowMessageBox = True Try Dim loadResults As New List(Of TableRangeContent) Dim fileInfo As XFFileEx = BRApi.FileSystem.GetFile(si, FileSystemLocation.ApplicationDatabase, strFilePath, True, False, False, SharedConstants.Unknown, Nothing, True) If strFilePath.XFContainsIgnoreCase("xlsx") Then loadResults = BRApi.Utilities.LoadCustomTableUsingExcel(si, SourceDataOriginTypes.FromFileUpload, "Temp.xlsx", fileInfo.XFFile.ContentFileBytes) selectionChangedTaskResult.Message = "File [" & strFilePath & "] Loaded" selectionChangedTaskResult.IsOK = True Else selectionChangedTaskResult.Message = "File [" & strFilePath & "] NOT Loaded" selectionChangedTaskResult.IsOK = False End If 'Delete the temp file If boolDeleteTemp

Hello, I was wondering if there's a time expansion that would only pull a previous year based off the workflow? I tried WFPrior2, but that pulls both prior 2 years. If I want to just pull the time form 2 years ago (i.e. 2022) how could I do that based off the WFYear time expansion? I know i can create a parameter and hard code it, but I would rather not have to go back and update it every fiscal year. Thanks, Will

We have built a set of dashboards for our client within OneStream and the requirement is to be able to export and distribute these dashboards outside of OneStream.  We have previously gone the route of exporting to PowerPoint, however, we are struggling with the cube views replacing the images, formatting, not bringing over any editable text, etc.. overall, a lot of work for a poor result.  Are there any other options to exporting dashboards? Ideal result is to get as close as we can to what we are seeing in the OneStream dashboards and just extract them.  Any advice is greatly appreciated!

Howdy, Background: I have a data management job that runs a Business Rule. I have created a dashboard with a button that can trigger this data management step.  Problem: As an Administrator I can run the data management job, or I can click the dashboard button. As a user when attempting to use the button the following error happens: "Summary: Error processing Data Management Step 'xxx'. Unable to execute Business Rule 'yyy'. Object reference not set to an instance of an object." I have read that this is really just a catch all error.  I think I have narrowed the problem down and believe it is because the users do not have permissions on the BatchHarvest Folder (which is referenced in the job).  So, one question I have is: can a Data Managment job be triggered to run "as an admin" that I could assign to the button?

i am pulling flow to cube view i want to round the number to two digit precision. i tied with number formatting N2 it didn't work. i can see the two digit in CV but real number still exist when i export to excel. How can i round the number?  

Hello all, I was asked to code in a December of prior year. I know how to get any month prior to the current month but I am unable to figure out how to get a static month like December no matter which month we are in the current year. Seems simple enough but the time functions are not working. It says 'Unexpected Text' when i enter in the function T#POVPriorYearM12. Is this a POV issue? Not sure what is going on. 

Hello, I am trying to adjust the code below to handle the following situation: The client loaded data for Test Rate and Test Count on UD1 "ID". The data buffers defined for prior month (TotDirCOGSDataBuffer and DirCOGSDataBuffer) do not have any values for UD1 "ID". The client wants to do the calculation for UD1 "ID" as follows: take the prior month data from another UD1 member, multiply with the Test Rate and Test Count for UD1 "ID" and place the results on UD1 "ID". How I can accommodate this change, considering this will happen also in the future when they need to perform a calculation on a UD1 member which does not have values in prior months? 'api.Data.ClearCalculatedData(True,True,True,True,"U7#DirCOGS_Calc") api.Data.ClearCalculatedData(True,True,True,True,,,,,,,,,,,"U7#DirCOGS_Calc",) 'Create a result data buffer and destination info to add the cells to later Dim resultDataBuffer6 As DataBuffer = New DataBuffer()

Dear Community, I have a SQL Table Editor on a Dashboard and a button. When user select (click on a row/record) on the SQL Table Editor and then click the button, I need to pass the data in the selected row to a business rule. Is it possible? Thank you in advance!

Morning All, I'm working on a new solution to avoid having many, many separate confirmation rules with their own code which is almost identical in each case, and instead move to using a public function so that the similar code is recycled. Seems like a sensible idea! I've got a basic prototype roughly working. So I've created a public function in Finance Business Rules which I am then calling from inside the confirmation rule code. ie. the first code snippet is the public function and the second code snippet is the confirmation rule code calling it. So far, so good and I've proved that the public function is indeed running when I run the confirmation rule (the error log message appears as expected) so I'm pleased so far! What I now want to do is pass in some parameters from each confirmation rule, ie. the only thing that will be different in most cases is which accounts are being checked. So here is where I'm stuck. Within the code that calls the public function I want to be able to pu

Having difficulty finding the source of this error. Has anyone come across this?