OneStream Platform Forums

Hi All, I have a requirement to create a cube view with 3 columns of orders and to make them like a single column. Can anyone please suggest. Please find the below snap for your reference. Orders of 3 columns, should make as one column. Column1 - PW Column2 - CW Column3 - VPW        Thanks in Advance.    

For our Planning/Budgeting application we have a dashboard that is an excel spreadsheet with a CV embedded in it.   Goal: is to allow folks to copy paste from excel where they have additional data summarized (ie paste formula as a value) Issue: Copy (Ctrl-C) Paste (Ctrl-V) will paste the formula that then turns into a value based on the reference in the dashboard and not the original excel. Option 1: I did turn on Spreadsheeting setting - Show Ribbon and user can now select Home-Paste Special-Comma delimited. Question: Is there a better way!  1) - Folks are confused with the list of Paste As options (see below). 2) - Creates 3 additional clicks than normal. 3) - We prefer to not even show the Ribbon - It just creates questions from users. 4) - Is there a way to set a default or maybe a button. Clarke

Hello, The client has a calculation for the planning process where I used the prior period values in the calculation for current month values. Here is the data buffer I created: Dim OpCostsDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(RemoveZeros(F#Top:O#Top:T#POVPrior1:I#Top:U5#None:U6#None:U7#Top:U8#Top),A#Op_Costs.Base,U1#Top.Base, U2#Top.Base) Then, the client had another idea to accommodate where if the calculation is for first month (M1) take a 3-month average and then for the calculation of the subsequent months (M2 – M12) revert to the original logic of trending on prior month – POVPrior1. I added this logic, where I included an IF statement: Dim OpCostsDataBuffer As DataBuffer = New DataBuffer ()If POVPERIODNUM = 1 Then       OpCostsDataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(RemoveZeros(F#Top:O#Top:T#" & Year1 & "Q4" &":I#Top:U5#None:U6#None:U7#Top:U8#Top),A#Op_Costs.Base,U1#Top.Base, U2#Top.Bas

Hi team, Is there a way, perhaps using channels, to input a journal entry after certifying a workflow? 1 - This workflow is designed to import data, perform data checks after processing, etc. There is one workflow like this for each entity. USA is an entity assigned to this workflow. If I remove it from the workflow entity assignment, the journal posting will work, but i want to keep it there if possible for now.   2 - Then, users can create journals to post adjustments for any entity. However, attempting to post an adjustment for the USA entity will fail due to its certification status. An error message will appear: "Data validation error. The parent Workflow Profile 'USA' is certified." Thanks.          

Is there a way to get the prior workflow period's amount ('Am' field in sourcestageData table)?My use case is subtracting the current period's amount from the prior period's amount to derive the periodic value so I can apply Fx translation to just the periodic value instead of YTD value within a Derivative Transformation Rule.I can easily get the current period's amount with this syntax:  Dim amountValueCurr As Decimal = args.GetNumericValueUsingColName("Am") I can also get the current and prior Workflow Time Key's, but unsure how to leverage the prior Wtk to get those amounts from the prior period.

Hi Community, We have a cubeview that pulls more than 40k records when run for a period in a dashboard. It runs base level for couple of UDs that have ~30k members and 200 members. It renders fairly quickly on dashboard although with paging, but when for exporting the output and running using FDX via DM job (through BR) its taking a lot of time to run. I thought time it takes to run a CV manually should be same when called via Business Rule. Please let me know how can I match the cube view performance when run manually to when I call in a Business Rule. I checked and matched the sparse rows settings both in rows and columns among other checks to match but cannot figure out why it runs slower when i run through business rule.

Within our design we are using 3 layers of extensible cubes with extensibility across Entity, Account and UD dimensions. We are finding inconsistent results when the user is in the parent cube and are attempting to ‘drill’ to lower detail in an Ad Hoc Grid. In the attached video you will see a user using the .Base member expansion and doing a right-click drill and receiving differing results. In talking with OneStream, this appears as expected functionality because of extensibility. We were provided a workaround (adding .Option expansion) which is not user friendly given the availability of a .Base button in the member expansion. Logging this enhancement request because this is not a user-friendly functionality and the inconsistent results could cause users to not trust the results they are seeing in an ad-hoc grid. We understand we can put it into a parameter per case CSRC009442 .Base.Options(Cube = Global, ScenarioType = Actual, MergeMembersFromReferencedCubes = False)  which ca

We have created a CubeView to enter Fcst data into it.  We have created WF's per region (UD4).  When I assign the entity to a WF, I get this error message.  When I remove the entity (not assigned to any WF's) I don't get the error message.  Is there a way to assign the Entity so I can have the Entity closed via certification and leverage it in the Calc Definitions.  In our world we have planners that have regions that are spread across different entities so we plan by region/UD4 and not Entity but I still want to leverage WF capabilities to close out updates via certification.  I thought the setting - 'Load Overlapping Siblings' but that did not work. Result is that I don't have any entities assigned to any Fcst WF's.  Not ideal.  

Does anyone have any experience creating a bar graph with 2 dimensions on the x axis?  We have created a bar chart comparing Recurring and non recurring revenue by entity.  Currently, I have both the accounts as the rows and and entities to be displayed in the columns. The client wants to see the same chart but for the current month and two previous months for each of the entities. I have tried placing the T#Month(|CVTime|), T#MonthPrior1(|CVTime|), T#MonthPrior2(|CVTime|)  in the nested member expansion 2 on the columns but that does not allow me to have multiple dimensions on the x axis and only displays those three months. I am currently using the Chart (Advanced) component. Any ideas are appreciated. 

I'm trying to write a business rule creating a KPI which returns the value of an account for same period previous year. I already have a working business rule creating a KPI which returns the value of the current period which has the following formula:  Return api.Data.GetDataCell("A#38999:T#" & api.Pov.Time.Name &"").CellAmount Where 38999 is the account number for which I want to get values. What formula should I use to, instead of the current period, get the current period but for the same period previous year? Many thanks in advance!

Good day  I was wondering if there was a way to find out which child members of UD4 that has text 8 text in there without going through each member. Once we find that out then is there a way to see where the text 8 is being used in the application   Regards

Hi everyone ! Hope you're doing well. I am looking for help on a word extensible document : we manage to integrate a cubeview in the doc word however the column header do not appear despite selecting "IncludeReportHeader=True". Could you please advise on this matter? Many thanks in advance ! Best regards Jérôme The cubeview as formated for reporting purpose : The word settings for integration of the document in word : {XF}{Application}{CubeViewReport}{CSR008_RPT_DPEF_TER02} IncludeReportMargins=False, IncludeReportHeader=True, IncludeReportFooter=True, IncludePageHeader=False, IncludePageFooter=False How it looks like when opening word in OneStream : I don't understand how to make column headers appear whitout having to display page headers. My understanding was that column headers were report headers and not page headers.        

Users have been receiving the following error when trying to access various dashboards:"'GridItemThemeKeyExtension_DefaultBackgroundColor_OneStreamBlue' resource not found."The error has occurred for multiple users on multiple dashboards, within Production and Sandbox. We have found that the error does not reappear if the user logs out of OneStream and completely closes the application before logging back in and attempting to access the dashboard again.Has anyone else seen this error before and been able to determine the root cause?

Does anyone know if it is possible to format the XML files that are created by the application extract. In particular I want to format the Metadata extract so that there is a single line for the member definition. I want to run a compare process to check what differences there are between 2 files. I want the member name included in the difference line rather than (for example) the currency has changed without any indication of the member. So this <member name...><properties><property name...> instead of: <member name...> <properties> <property name...> Thanks

Hello, Does anyone know how to Pass CalcScript in navigation links from One CubeView to another CubeView? Any help will be appreciated. Thanks

Re-posting. I hope this time it is in right community.------Hi All,We are a large OneStream shop with 700+ users.  The system is in use for last couple of years.Currently our system is hosted in our own Azure environment and managed by our own infra team.We are currently reviewing to see whether we should continue with the same or should we go for OneStream Cloud Managed Service?I would love to hear from fellow OneStreamers following:1) Are you currently using OneStream cloud or hosting it on your Azure / Data center?2) Ours is a very complicated system with multiple group regulatory reporting as well as some LBU planning & budgeting apps on the same environment.   While speaking with a colleague, he told me that from his past experience, the system performance wasn't as great on the Cloud compared to customer managed environment.  Is this the experience of all OneStream customers out there?3) How's the support experience with OneStream Managed support?4) Did yo

Dear community, When we execute an allocation in OneStream (the one when we right click on a Cube View cell), we can indeed execute an allocation. I was checking but I couldn't see any logs or audit information regarding this allocation. Does anybody know if there's an audit table, or any logs, that are related to this allocations ? On the other hand, are there any event handler related to the execution of this allocation ? Regards,  

Hi, After the reporting units have reported and certified their workflows. We need to post a group journal that affects almost all reporting units (this cannot be done earlier in the process). How is this possible without having to un-certify all companies and unlock descendants etc. There must be a simple way to post a group journal without touching the certified status of a reporting unit.  Please advice. Thanks!

I need to export the annotation and data for certain intersection to an external table. I am able to do that using FDX from cube view but can that be done without a cubeview? I am not sure if FDX of data unit would work and if does then how to? When I used that I get only the data. 

I am able to get some export using the FdxExecuteCubeView function but the exported data does not match with the Cube View. I add too many columns in the export and a lot of columns that are in the actual CV are missing. For instance the below two rows are same in terms of data, but the excel export from data explorer shows the entity ID, while it does not show that entity ID in the data table exported to external SQL table. Also, there are missing annotation columns in the data table export too.       Code: (I don't want to filter anything)  

I am trying to save the XML files in the application zip file as separate XML files rather than a single zip. I get the zip file as a byte array and then pass that to XFZip.Unzip The code executes without an error and without any files being saved as well. Does anyone have any suggestions or can point out where I am going wrong with the code?  OnPrem V7.4.2 Dim xmlOptions As New XmlExtractOptions xmlOptions.ExtractAllItems = True Dim folderNameForExtract As String = "XMLs" Dim extractPath As String = $"{Environment.GetEnvironmentVariable ("Temp")}\{folderNameForExtract}\" 'Execute the Metadata Extract Using dbConnFW As DBConnInfo = BRAPi.Database.CreateFrameworkDbConnInfo(si) Using dbConnApp As DBConnInfo = BRAPi.Database.CreateApplicationDbConnInfo(si) Dim zippedBytes As Byte() = ApplicationZipFileHelper.Extract(dbConnFW, dbConnApp, Nothing, xmlOptions) XFZip.Unzip(zippedBytes, extractPath) End Using End Using  

Afternoon All, I'm looking to create a set of standardised confirmation rules as Finance Business Rules which I then want to reference from the confirmation rule itself to cut down on maintenance. I'm pretty sure this is possible and I've seen some other discussions but I can't quite figure out the code to use in the confirmation rule to trigger the finance rule. I've seen Dim sharedFinanceBR as New OneStream.BusinessRule.Finance.RulesName.MainClass as an option but this syntax doesn't seem to be available in the confirmation rule code. I think maybe it only works in only business rule types? Is anybody willing to share their code please? (Just the part that triggers a public function from a confirmation rule). Thanks! Richard

Is there a way to pull the functional currency in a Quickview, for example we have a Quickview showing entity and account (cash) in the rows and time in the columns.  I would like to pull the entity, the functional currency of each entity.

I need to update the properties (Constraints/Texts) of 20.000 UD members based on transformation rules.  The script runs in 10 seconds, but once I add the 'SaveMemberInfo' method it surpasses 2h ... I tried both 'MemberInfo' & 'WritableMemberNoCache' with no performance enhancement Dim ListofU1Stores As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, dimensionName, myStoreFilter, True) For Each oStore In ListofU1Stores 'MemberInfo ''Dim myStore As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.UD1.Id, oStore.Member.MemberId, True) ''Dim StoreUDVMInfo As UDVMProperties = myStore.GetUDProperties() 'WritableMember Dim objWritableMember As WritableMember = BRApi.Finance.Members.ReadWritableMemberNoCache(si, DimType.UD1.Id, oStore.Member.Name) Dim objVaryingMemberProperties As VaryingMemberProperties = BRApi.Finance.Members.ReadMemberPropertiesNoCache(si, DimType.UD1.Id, oStore.Member.Name) Di

Hi, Has anyone had success with viewing the GolfStream reporting formulas such as Return on Assets or Asset Turnover?  I'm trying to learn how to write some ratios and it would be so helpful to view these.  Unfortunately, the formula is greyed out.  Please see below.