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- Catch Button action (save/force calculte) with EventhandlerHello, I am currently working on some Eventhandlers to prevent a group of users to execute calculate/translate/consolidate in dedicated scenarios. This was easy to do and works fine. But we have created a button in a dashboard which combines a save action "save data for all components" with a Server Task "Force Calculated" and I don´t know how to catch this button in an Eventhandler. Any hints how to do this? Regards MartinMartin_Gebhartl4 minutes agoNew Contributor III1View0likes0Comments
- Workflow Leading Practices - Input Data to Parent Entities | Forms?Please share your Workflow leading practices to input data to Parent Entities. Thank you. In addition, please help us with three initial questions below: 0. Workflow: Parent Input – Forms/O#AdjInput - Is this Workflow the leading option to input data to Parent Entities? -- We prefer not to use Forms/O#Forms by creating alternative Base E#/A# Members as they are massive. 0. If Forms/O#AdjInput is the leading option: 1. Account Dim: Member Properties | Vary By Scenario Type And Time | Adjustment Type -- How to massively set A#'s 'Adjustment Type' to 'Data Entry' from the default 'Journals'? -- Can we still use Workflow 'Journals' as they are tied to O#AdjInput as the default? Loading Form Data 2. Form Input Template: Format – CSV v Excel -- CSV v Excel: which template format is better and why? -- CSV Template: please share a copy here per OS Support. -- I couldn't find a Form CSV template in Community, Solution Exchange or Design Guide. Thank you, SMEs.SolvedKH110 hours agoContributor II74Views0likes4Comments
- Task Manager Auditor / View Only AccessI have a requirement to setup auditor (view only) access within the Task Manager solution. Unlike Account Reconciliations, there isn't a dedicated Role within the Global Options settings of the solution. My initial thought was to assign an Auditor role to the "Viewer Group", however this would require every single task to have the role assigned. Does anyone know of a better solution, or do we actually have to assign the viewer group on all 2,000+ tasks? E.g., regarding assigning the auditor role to the viewer group.aricgresko11 hours agoContributor III2Views0likes0Comments
- In-Sheet Actions Excel Add-InWe have a consolidation button in the excel add-in that does not work. However, it works fine in Spreadsheet. This is in version 8.5. I've seen others have had this error but no commentary on a solution. Is this resolved in later versions or is there something to change in the excel add-inpsc12 hours agoNew Contributor III14Views0likes1Comment
- Format Cube View based on third Header Override expansionI am using header overrides on my columns to create three column expansion levels. I need to add conditional formatting based upon the header display text of "HPU" in this third expansion so that only sections with "HPU" in the header are set to three decimal places. I do not want to build every HPU column separate from the others, as this would require the build of 108 columns, instead of 12 columns. The system will not let me call that third expansion level in my conditional formula. Any help would be greatly appreciated!mteich17 hours agoNew Contributor III54Views1like1Comment
- Dashboard MAP - Grouping PinpointsHi, wondering if there's any way to group all the coordinates pin point on a map. Similar to this: I'm running a Dashboard Dataset Rule and using a Map Component within workspaces. The issue is that the location text gets jumbled when zoomed out: This is the excerpt of the code, but mainly lets it pinpoint the location on the map Dim pin As New XFMapPinPoint(LCLat, LCLong, MemberInfo.Member.Description, XFIMageFileSourceType.ClientImage, "StatusBlueBall", 0, 0, MemberInfo.Member.Name, XFImageFileSourceType.ClientImage, "StatusGreenCheckMark") 'MemberInfo.Member.Name 'MemberInfo.Member.Description collection.AddPinPoint(pin) End If Next Return Collection.CreateDataSet(si) End If Thank you! Carboncarbon17 hours agoNew Contributor II6Views0likes0Comments
- Calling All OneStream Experts: Share Your Best QuickTips!1 MIN READ Are you a OneStream power user with a clever shortcut, a time-saving trick, or a hidden gem of functionality that others need to know about? Now’s your chance to share your expertise with OneStream users through our QuickTips video series! Why Submit a QuickTips Video? By contributing to QuickTips, you’re not just sharing knowledge—you’re helping elevate the entire OneStream ecosystem. Here’s how your tip can make an impact: Empower Customers: Help users unlock new efficiencies and get more out of their OneStream investment. Support Partners: Provide insights that partners can use to deliver smarter solutions and better service. Build Community: Foster collaboration and learning across the OneStream network. Showcase Your Expertise: Gain recognition as a thought leader and innovator in the OneStream space. What Makes a Great QuickTips Video? Concise: Aim for 2–5 minutes of focused content. Actionable: Share something users can apply right away. Clear: Use simple language and explain your entire process. Relevant: Focus on real-world use cases and common challenges. How to Submit Submitting is easy! Just reach complete the form below to submit your idea and/or video recording and we'll be in touch with you soon. Calling All OneStream Experts: Share Your Best QuickTips Form Selected QuickTips will be featured in upcoming episodes of the series. Let’s make OneStream even smarter—one tip at a time.JamesLane19 hours agoOneStream Employee22Views0likes0Comments
- What IMPORT should i use for the SECURITY updates for BRApiHi All, i am new to OneStream, i tried creating BR for Security automation. below is my entire code in OS-BR. Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Finance.BR_UserManagement Public Class SecurityGroupHelper Public Sub ShowQAGroups(ByVal si As SessionInfo, ByVal api As FinanceRulesApi) Try ' Get all security groups using the API passed to the function Dim allGroups As GroupInfo = BRApi.Security.Admin.GetGroup(si, "QA_Admin") ' Loop through all groups and display a MessageBox for each that starts with "QA_" For Each grp As MemberInfo In allGroups If grp.Member.Name.StartsWith("QA_") Then MessageBox.Show(grp.Member.Name, "QA Group Found") End If Next Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Sub End Class End Namespace --------------------------------------------------------------------------------------- I am getting error as below. i am not sure what mistake in the code. one i am sure about messagebox.show. Error compiling Business Rule 'BR_UserManagement'. 1) Error at line 27: Expression is of type 'GroupInfo', which is not a collection type. 2) Error at line 29: 'MessageBox' is not declared. It may be inaccessible due to its protection level.DK_OS24 hours agoNew Contributor45Views0likes4Comments
- Replace not workingHi all, I'm experiencing an issue with the connector in one of the cubes. Although everything is set to "replace," the stage is not being cleared, and old data is being loaded together with the new data. As a result, I have to manually clear the stage to resolve it. The log, is says replace Data keys are 2025M10,2025M11,2025M12,2026M1, but if i check th estage after the import i have periods outiside this range The log indicates 9,261 lines, exacly the same amount of rows that the query produces. But the import shows 248 pages. With 50 rows per page, that would be around 12,400 rows loaded, which is quite different from what the log reports. I'm not sure if I'm missing something here, but I haven’t noticed this happening in other data loads. I still need to replicate the issue in a different app. Has anyone seen this before? Thanks in advance!GParreiras2 days agoNew Contributor III9Views0likes0Comments
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