The OneStream Community is currently experiencing issues with the IdeaStream and User Groups. Learn more.
Recent Activity
Excel add-in V9: Not able to drilldown
We recently upgraded from V7.4 to V9.1 and we’re seeing an issue with the Excel Add-In. A small group of users (about five) are unable to use the Drilldown feature (the option is completely greyed out), while the rest of our users can access it without any issues. All users have been upgraded to the 9.1 Excel Add-In and every other function appears to be working correctly. Has anyone else run into this? Any ideas on how to fix it?AshleeB35 minutes agoNew Contributor III86Views0likes4CommentsUpdating Time Zone from UTC in Dashboards
Does anyone know how to change the time zone used in OneStream Dashboards from UTC to a different time zone (e.g., Eastern Time)? We’re implementing for a client based in Eastern Time, and we’d like dashboard times to reflect that for end users. Any guidance or recommended approaches would be appreciated. Thanks!11Views0likes0CommentsExcel Template upload - Data Source setup
Hi All, I'm trying to set up some Excel templates for the uploading Budget and Forecast data. I'm pretty happy with the Excel Template side, with the named range (XFD), and specific header formats, etc. However, I'm a bit lost on the Data Source set up, I get that you have to Allow Dynamic Excel Loads set to True, but what about the rest of the set up? Do I choose Delimited or Fixed file? It feels like this Data Source section is really for flat files, as it always wants to know the column number. I've tried importing the Excel into the Data Source in the same way I would for a csv file, but it just shows up as xml gibberish in the top box. It definitely feels like I'm missing something.SolvedBeeswing774 hours agoNew Contributor III5.1KViews2likes5Commentsloading from ERP
Hi Community :) We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?jeffvdt5 hours agoNew Contributor III11Views0likes0CommentsManaging Group Company Exits in the User Workflow View
Hello everyone, We have several companies that have been sold or dissolved. To simplify users’ work, we would like to stop displaying workflows for these entities for periods when they no longer exist within our group. I’m not sure if this is the recommended approach, so please feel free to share your best practices with me. For my part, I have several ideas: Revoke access to the workflowProfile of the relevant entities via the access permissions of the users responsible for importing the data. Use a Business Rule to retrieve the name of the entity linked to the user’s workflow and, using its Entity ID, retrieve the date the company left the group, which is stored in Text6. This way, I could either display no periods (meaning there would be no workflow), display all 12 periods, or display only the X months of the year the user was in the group. I can retrieve the ID of the entity assigned to the workflow, but I can’t retrieve the data in Text6. I get the error “Object reference not set to an instance of an object.” If args.MemberListArgs.MemberListName.XFEqualsIgnoreCase("IsFormValidForEntity") Then '-- Usage: T#Root.CustomMemberList(BRName=JR_MemberList, MemberListName=IsFormValidForEntity, CVName=[RLS010 Local - Compte de résultat]) 'T#|WFTime| Dim WfGUID As guid = si.WorkflowClusterPk.ProfileKey 'obtient la clé de profil du workflow actuel de l'utilisateur Dim EntityList As List(Of WorkflowProfileEntityInfo) = BRApi.Workflow.Metadata.GetProfileEntities(si, WfGUID) Dim entityId As Integer For Each eInfo As WorkflowProfileEntityInfo In EntityList api.LogMessage("Workflow Entity:" & eInfo.EntityName) entityId = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, eInfo.EntityName) api.LogMessage("entityId :" & entityId) Next Dim entityText6 As String = api.entity.Text(entityId,6).ToString '<-- Error Object reference not set to an instance of an object. api.LogMessage("entityText6 :" & entityText6) Do you have any advice on the best way to handle an entity’s departure from the group, while retaining or not retaining the ability to access its previous workflows? Sincerely,SolvedJérémyRenard10 hours agoNew Contributor III111Views0likes7CommentsGet the name of the current container of an embedded dashboard
Hi everyone, In a dashboard that I'm developing I have multiple dashboards embedded into one another. Within one of the embedded dashboards I have a button that is associated to a dashbaord extender rule. When the button is clicked, I need the rule to retrieve the name of the dashboard that is currently the container of the embedded dashboard where the button is placed (see scheme below) Primary dashboard Embedded 1 Embedded 2 Embedded 3 -> button I see there are two rules (args.PrimaryDashboard and args.EmbeddedDashboard) that allow to retrieve the name of the primary dashboard OR the name of the current dashboard (Embedded 3 in the example). I need to retrieve the name of Embedded 2. I couldn't find any resource that explained if and how to do that. Does anyone know how to do that? Thank youfc10 hours agoContributor15Views0likes2CommentsDebugging OneStream : Quelles sont vos alternatives au api.Console ?
Bonjour à tous, Tout nouveau sur OneStream, je commence à plonger sérieusement dans le paramétrage et la rédaction de Business Rules. J'avoue que je trouve la méthode consistant à passer par l'api.Console (ou api.LogMessage) particulièrement chronophage pour débugger mon code. J'ai l'impression de perdre un temps fou à multiplier les logs pour suivre l'exécution. Je souhaitais avoir vos retours d'expérience et vos "tips" d'utilisateurs chevronnés : Existe-t-il un moyen (via un outil tiers ou une config spécifique) de poser de vrais points d'arrêt (breakpoints) pour stopper l'exécution ? Comment faites-vous pour analyser le contenu de vos variables de manière plus dynamique et fluide ? Je suis preneur de tout feedback pour améliorer mon workflow de développement ! Merci d'avance pour votre aide,sgaborieau10 hours agoNew Contributor5Views0likes0Commentsv9.0.4 Platform Upgrade - OFC Impact
Hello all, It's unclear to me if upgrading the platform to v9.0.4 will impact the continued use of OFC PV 8.4 SV112. Does anyone have any insight if OFC needs to be upgraded to PV9.0.0 SV201 if the platform if upgraded to v.9.0.4? Thank you!Solveddsebenaler22 hours agoNew Contributor III26Views0likes1CommentCVR and GetDataCell Issue in cube views
Hello, I currently have a cube where I am having an issue calculating variances. The row has GetDataCell(CVR(Row1)+CVR(Row2)) and Column is has T#POV, T#POVPrior12, GetDatacell(T#Pov-T#POVPrior12). When I run the report, the first two columns run correctly for T#POV and T#POVPriorYear, but the third column where the two get data cells meet does not calculate correctly. I can't get it to work on a column override either as I know there is a order of operation for the GetDataCell. I want to keep the report as dynamic as possible, is there a way this can be achieved without breaking the columns out and manually doing the overrides?s_cynthiia23 hours agoNew Contributor II12Views0likes0CommentsAdd "Where Used" for Content Blocks
Presently, if you want to manage content blocks in content management and clean out unused block, it does not show you if a block is used within another block. Example: In this screenshot, XLI_Page_KPITile_1 is used within XLI_Page_KPILayouts_1, but I have no way of knowing that. So I could easily delete the tile and break the layout. Could there be a way to identify where a content block is used?CarolBarefot1 day agoNew Contributor II13Views1like0Comments
Getting Started
Learn more about the OneStream Community with the links below.