Discuss the features and functionality of OneStream.
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We have been using the onestream REST api for a couple years now. In the past we had been using Open-ID-connect (OIDC) to authenticate against an Azure AD ("Entra") directory, and then generate reports from cubeviews or data adapters. During our current upgrade to v8, we started receiving lots of mixed messages from onestream employees about whether OpenID is still supported. I'm assuming that the OS support team knows what they are talking about, but it seems to contradict the docs in substantial ways. Moreover, it contradicts common sense. What they are telling me is that in the "hosted" version of Onestream v8 on Azure, we are NO LONGER allowed to use OIDC to authenticate a service principal (app registration) and connect to the REST api. Instead, they are saying that a new engineering team at onestream (called "OIS" team?) have rebuilt the authentication layers and they removed OIDC support in favor of PAT tokens. Supposedly the PAT tokens are the only way t
I am trying figure out how to make a dashboard page show up by default when a user signs into their application. Does anyone know how to accomplish this?
Hello Everyone.We are having some issues with IC Matching Standard Dashboards and unable to find a root cause - not sure if this is a Bug.Intercompany Matching criteria is Set to Parent currency and all other dimensions at Top, However when we post a journals in Parent currency with a partner this matching Dashboard does not consider this Journal line Item for IC matching and none of the Dashboards shows that.Please help with any insight you have or if you had seen any workaround for the same. Thanks in Advance !Satish
Dear community, I currently have an html document which is located in the file Explorer under "Documents/Public" folder. I am trying to get this HTML document to be presented into the components, embedded in a dashboard. However, with either a Web Content component or a File Viewer component (which will pinpoint to this specific file in Application Database File, as soon as I open the dashboard, it will load the html page into my default browser... I am using OS v8.1 ... is it a known bug or the expected behaviour ? What is even more strange, directing the Full File Name to a URL will correctly open a document in a dashboard ... Regards,
A user approves an auto-reversing journal entry - security also allows the user to post. The user is unable to post. HOWEVER, in the subsequent period, the user is able to post the auto-generated reversal journal entry. Has anyone seen this and thoughts on resolution?
Hi everyone, I'm curious if there is any information on how to use the dynamic parameters in the dynamic dashboard service. I've created a form is dynamically generated from a SQL query - essentially the query results contain the text I want to display next to the component, the type of component, the bound parameter for the component, etc. I also have a field for "list of values" that I'd like to use as the display and value items for the bound parameter for Combo Box components. Here's a screenshot of the table that holds this information: Right now when I generate the form, parameters bound to text boxes don't have to exist in the maintenance unit and I can use these parameters to collect data and save to a table I created on the database. For the combo box parameters, however, I currently have to create those in the maintenance unit. It feels like there should be a way I can fetch the display and value items based on my List of Values column for a dynamically generated parameter,
This post is to provide information about File Explorer Incoming workflow folders. Based on what we've seen in our environments, when an application is copied, the new application does not contain the folder structure located at: \File Share\Applications\<Application Name>\Incoming\<Cube Root Name>_Cube\<Workflow Base Input Name>\<Workflow Import Name> We noticed these folders were missing in our last application copy when we were trying to copy files through SIC and drop them into the workflow import folders since our requirement was to drop them there for users to manually import when they choose (instead of automatically loading the files through batch import from batch harvest). To fix this issue we exported the Workflows and re-imported them back into the copied application. This triggered OneStream to create the cube root folders and workflow folders for the workflows that were imported. Hope this helps someone else who might
The background fill color on the header is not filling the entire space when viewed in PDF. You can see on four of the six columns there is white space where the text is shorter. I need the teal color to fill to the bottom of the header space, and not just exist where the text is located. It works fine in excel and cube view. The issue only exists in report PDFs. Does anyone know of a way to accomplish this? Report/PDF: Excel: Cube View: Here's an example of a PDF that looks good because the length of the header text is more comparable across the columns: I'm sure there's a way to accomplish this through a Custom Report Formatting rule or formula. I'm trying to avoid this, as I feel the formatting should already default to what I want. But, if I have to go this route, I will. Thanks in advance!
Hi, I've had a dig around, but I can't seem to find it. Anyone know where I can see the disk space utilisation?We've set up a number of new apps in our environment recently, and I'm concerned we might be running out of space.
Hello all, After an OFC upgrade, seeing the following error message trying to pull a time based attribute audit report. Has anyone run into a similar message? In comparing to another version of PROD, the earlier version is written in VB.Net, and the upgrade in C#; making comparison difficult.Unable to execute Business Rule 'RCM_HelperQueries'.Object reference not set to an instance of an object.User Interface Stack Trace: at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc) at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout) at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(MethodInfo targetMethod, Object[] args) at generatedProxy_5.StartGetDashboardDisplayInfoCompressed(SessionInfo, LoadDashboardInfo, Dictionary`2, Dictionary`2) at OneStream.Client.Ap
Hi all,We encountered an issue with the ABS function in a GetDataCell formula. Our cube view has two rows: the first tagged to account A#100, and the second with the formula GetDataCell(ABS(CVR(Row1))). The data displays correctly in the data explorer, but when using ‘Show Report’ or ‘Export to Excel,’ both rows show the absolute value of the original amount, which is not the expected output. An example is provided belowData explorer view (correct amount)Row NameMember FilterOutputRow1A#100$ -1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Show Report/Export to Excel view (incorrect amount)Row NameMember FilterOutputRow1A#100$ 1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Does anyone know whether this is an issue in OneStream? Thank you.Best,Jacky
For some reason, the workflow save event is being called several times.I have this configured right (I believe):Dim returnValue As Object = args.DefaultReturnValueargs.UseReturnValueFromBusinessRule = Falseargs.Cancel = FalseCase Is = BREventOperationType.Workflow.UpdateWorkflowStatusDim sWorkflowImpactMessage As String = args.Inputs(3)'Example:'Reason = Save Data Cells'Data Entry Type = CubeView'Cube View Or Filename = NameOfCube'Data Entry Audit ID = 0d6e8f60-de0f-4ab3-ba69-2f28a0d2'Task Activity ID = 00000000-0000-0000-0000-000000000000If ( sWorkflowImpactMessage.Contains("Reason = Save Data Cells") ) ThenIf (args.IsBeforeEvent = False) And (sDataEntryType = "CubeView") ThenHere is my code - If I print a message, I see it several times. ThanksRaf
We havre an issue running Onestream Addin with BPC and Hyperion addin at the same time.any solution on this issue?Thank you
Hi, This time of year we have the common maintenance point regarding needing to update task scheduler start times to account for daylight savings. It is expected for the platform to not automatically update the task start times to account for daylight savings, thus, this becomes a maintenance point for those companies in states/countries that utilize daylight savings. Until this feature perhaps one day becomes available in the platform, we have a custom solution that will make the maintenance point of this easier for OS administrators. You can upload the two files attached in the zip file which will result in uploading an Extender business rule titled "Update_TaskScheduler_StartTimes" and a Data Management job called "Update Task Start Time Daylight Savings". To use the solution, navigate to the Data Mgmt page and look for the group titled "Task Scheduler Maintenance". Here you will find the Data Mgmt sequence and step you uploaded. Navigate to the DM step and utilize the H
I am trying to write a BR to update the Global Time within the OS application. I see API function to get globaltime (BRApi.Workflow.General.GetGlobalTime). However, I don't see one for setting/updating global time. Is there a API to update the Global Time? I even searched the tables in the Database to see if I can manually update the record within a table, but didn't come across the table that contains the Global Time. Is there a way to update the Global time based on the system time? Thanks,
Hi Community,I’m working on an Account Reconciliation solution where I need to ensure posted journal entries balances are also included in the Account Reconciliation discovery process. Currently, by design the Discovery process only pulls trial balance information already imported and validated in the Stage. Therefore, I wanted to check if there’s a recommended, or best practice approach, to accomplish this requirement.Any guidance or examples would be greatly appreciated, thanks in advance for your help!
Hi folks: I am searching for suggestions to improve reporting performance in dashboards. We have a couple of simple, executive dashboards that consist of 5-10 tabs of cube views. These work great for managing a common set of reports for end users. Parameters are managed within the dashboard and persist when switching cube views (tabs); all that works great. However, users complain that it is slow to switch between cube views (tabs). It appears that each cube view is re-run when switching tabs rather than simply displaying the data that was previously refreshed. While most reports take <2 seconds to run, a few can take in the 8-15 second range which is deemed unacceptable. Are there any methods (formal or hacked together) for caching cube view results so that switching tabs simply displays already refreshed data rather than re-running the cube view? Thanks, -db
Hello, I wanted to post this here since this came up at the Wave Conference in Vegas last week. Below is a snippet you can leverage to pull data from another application via a UD8 dynamic calc. This approach uses the CreateSessionInfoForAnotherApp BRApi to create a session in another application with the current user's credentials which ultimately enables you to execute any BRApi function (such as the GetDataCellUsingMemberScript BRApi) against another application in the same environment. This technique can be especially useful when looking to report on data that lives in two applications (in the same environment) in cube views and quick views. 'define the other application name you wish to connect to - this must be an app that lives within the same environment 'the user must also have access to the application to authenticate to it Dim otherAppName As String = "SomeOtherApp" 'create the session info to the other app and store it globally in mem
Hi All, I am trying to automate addition of FX Rate Types on a button click with some logic. Inserting values into FxRateType and AuditFxRateType using the below code snippet ------------------------------------ Public Sub AddCurrentFXRate(ByVal si As SessionInfo, ByVal api As Object, ByVal sCurrentOpsName As String, ByVal dt As DataTable)Dim dbConnApp As DBConnInfo = BRAPi.Database.CreateApplicationDbConnInfo(si)TryDim sSQL As New Text.StringBuilderDim sFXRateTypeGuid As String = Guid.NewGuid.ToStringsSQL.AppendLine("INSERT INTO FxRateType(UniqueID, Name, Description,AccessGroupUniqueID, MaintenanceGroupUniqueID, XmlData)VALUES ('" & sFXRateTypeGuid & "', '" & sCurrentOpsName & "', '" & sCurrentOpsName & "','" & dt.Rows(0)("AccessGroupUniqueID").ToString & "', '" & dt.Rows(0)("MaintenanceGroupUniqueID").ToString & "', ' ')")sSQL.AppendLine("INSERT INTO AuditFxRateType(AuditGuid, AuditSeqId, AuditUser,AuditTime, AuditInsUpdateDel,
Can someone provide any documentation and use case for different Source Type in dimension properties section?
Hello,I would like to align vertically and horizontally the text on my column header (in Cube Views and Reports).It seems there is no option to do that in the format parameters (only in Excel).I have tried to use an inline Formula, at least for the Report format, but it is not working. I keep having errors messages.Do you know a solution to get a more consistent presentation ?Thank you in advance,Morgane
I am trying to return a SQL query in a Data table inside the business rule. But I am Getting the issue: Failed to enable constraints. One or more rows contain values violating non-null, unique, or foreign-key constraints. I tried to remove the constraint. Maybe I am doing it incorrectly or it is not possible. Dim sql As New Text.StringBuilder sql.AppendLine("Select COALESCE(S.RegisterID,O.RegisterID, W.RegisterID) RegisterID, ") sql.AppendLine("COALESCE(S.RegisterIDInstance,O.RegisterIDInstance,W.RegisterIDInstance) RegisterIDInstance, ") sql.AppendLine("COALESCE(S.WFProfileName,O.WFProfileName,W.WFProfileName) WFProfileName, ") sql.AppendLine("COALESCE(S.WFScenarioName,O.WFScenarioName,W.WFScenarioName) WFScenarioName, ") '''''''''QUERY Continues as below SQL CODE. Using dbConnApp As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) Dim ds As New DataSet ds.Tables.Clear() ds.EnforceConstraints = False Dim dt As DataTable = ds.Tables.Add() ' error c
Hi All, I encounter this issue while opening a cube view from a form template in the Workflow. The same cube view opens without any issues directly but if you try opening the same via the workflow, it gives this error "Cube Views used for Forms cannot use parameters when referencing other cube views for Shared rows or columns. Unable to resolve substitution variable <paramtere_name>" .Some detail worth mentioning here is that we are using paramters for formatting and in one of those formatting parameters we are using another parameter. Has anyone encountered something like this and how did you overcome it. Thanks for your help 🙂 KR Arpit
I'm getting the below error message regarding location when trying to save a file with multiple XFGetCell formulas offline. I've updated my preferences that an earlier question showed as a solution and refreshed the workbook (again) before attempting to save...but am unable to save the file without the formulas. I've tried directly to my desktop, various folders, where downloads go.... I can't find an acceptable location. Any help would be appreciated.
Hi Is there any way to access system tables from third party tools like ex:Sailpoint etc to add/remove users or groups. Thank you in Advance, much appreciated. Thanks Satish P
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