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Is is possible to share any dashboard component across Workspaces?
I am trying to share a Button component between two Workspaces and I'm having trouble. Both workspaces have the "Is Shareable Workspace" set as TRUE and I've also referenced the other Workspace within the "Shared Workspace Name" Workspace property. I am able to see parameters but I am not having luck when it comes to any other dashboard components. Is this even possible? Does this go against best practices when using Workspaces? A screenshot is attached for context.
Perform a Translate within a Calculate when copying information.
In a calculation, I'm copying data from one scenario to another. I have no issues with the amounts in local currency, but with the USD currency I do, because it retains the same value as the scenario I'm copying to, instead of the value it should actually have. Dim TimeName As String = BRApi.Finance.Time.GetNameFromId(si, si.WorkflowClusterPk.TimeKey) Dim entity As String = api.Pov.Entity.Name Dim index As Integer = TimeName.indexOf("M") Dim monthNumber As String = TimeName.Substring(index + 1) '1 'api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,False,False,True) api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,True,True,True) 'BRapi.ErrorLog.LogMessage(si,"Time: " & api.Pov.Time.Name & " entity: " & entity & " currency:" & api.Pov.Cons.Name) 'If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then If api.Cons.IsLocalCurrencyForEntity() Then 'api.Data.Calculate("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE = RemoveZeros(FilterMembers(S#[Forecast " & TimeName & "],[A#Root.Base]))") api.Data.Calculate("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE = RemoveZeros(S#[Forecast " & TimeName & "])") api.Data.Translate(sourceDataBufferScript, destDataBufferScript, End If I use this code when consolidating the target scenario, so I'm not sure if I'm missing something in this section, since in theory the translation should happen automatically during consolidation. I appreciate any support you can give me.
Remove the Word "Blueprint"
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 457. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" This information is part of the "Instruction Guide" that comes with the Tax Provision Blueprint app as Appendix D. Remove the Word Blueprint We now refer to this app as the Tax Provision Blueprint. This section shows you all the places where we have added in the word “Blueprint” so that you can remove it in your application. Here is an overview where the word “Blueprint” appears: Dashboard: 0_Frame_TXP Dashboard Maintenance Group: Tax Provision OnePlace (TXP) Dashboard: OnePlace_TXP Dashboard Profile: Tax Provision (TXP) Parameter: ListOfGroupsHP_new_TXP Parameter: HelpAboutSolutionTitle_TXPH Cubes: XFW_TXP / Description Label: lbl_TitleMain3_TXP The above label is used in the following dashboard. If you remove this component, you will need to adjust the “Grid Layout Type” for the number of rows from “8” to “7”. Currently, it is laid out as follows:Business Rule to Remove Base-Level Entities from a Parent Rollup Based on Keyword Match
Hi everyone, I'm working on a Business Rule in OneStream and could use some guidance. I’m trying to build a rule that targets a user-defined parent rollup within the Entity Dimension. The goal is to automatically remove the relationship between that rollup and any base-level child entities whose name or description contains a specific keyword — in this case, "YS". Here’s what I’m aiming for: The rule should accept a parent rollup name (e.g., Global_excl_YS) It should loop through all children of that rollup If a child is a base member and its name or description includes "YS", the rule should "remove the relationship" Parent or intermediate rollups should remain untouched I’m planning to implement this as an Extensibility Business Rule, but I’d love to hear if anyone has done something similar or has tips on best practices for metadata manipulation in this context. Thanks in advance! ' Define dimension and parent rollup as parameters or hardcode here Dim EntityDimPK As DimPk = BRApi.Finance.Dim.GetDimPk(si, "MgmtEntity") Dim RollupName As String = "Global_excl_YS" Dim RollupMember As Member = BRApi.Finance.Members.GetMember(si, dimtype.Entity.Id, RollupName) ' Get all direct children of the rollup Dim Children As List(Of Member) = BRApi.Finance.Members.GetChildren(si, EntityDimPK, RollupMember.MemberId, Nothing) Dim RemovedEntities As New List(Of String) For Each ChildMember As Member In Children Dim ChildName As String = ChildMember.Name Dim ChildDesc As String = If(ChildMember.Description, "") ' Check if base (no children) Dim HasChildren As Boolean = BRApi.Finance.Members.HasChildren(si, EntityDimPK, ChildMember.MemberId, Nothing) If Not HasChildren Then ' Check if "YS" in name or description If ChildName.ToUpper().Contains("YS") Or ChildDesc.ToUpper().Contains("YS") Then ' Remove Relationship End If End If Next If RemovedEntities.Count = 0 Then Return "No base children with 'YS' found under " & RollupName Else Return "Removed from " & RollupName & ": " & String.Join(", ", RemovedEntities) End IfAugust 28th: Platform Power Hour Webinar – Productivity Pack
1 MIN READ Join us on Thursday, August 28 at 10 AM ET / 4 PM CET to explore how the new OneStream Productivity Pack empowers finance and operations teams to take control of profitability, streamline analysis, and enhance compliance—without writing a single line of code. In this webinar, you'll learn how: Allocations Management puts finance in the driver’s seat with no-code configuration and full traceability. Analytic Drill Down enables flexible, user-driven exploration of data for faster insights. Admin Assist enhances audit readiness and system maintenance with powerful reporting and search tools. Can't attend? Register anyway and we'll send you a link to the recording.Course Announcement: OneStream Architecture: Design Decisions
2 MIN READ OneStream Global Education Services is excited to announce the new OneStream Architecture: Design Decisions course available now as an Instructor-Led Training. Course Description This instructor led course is tailored for consultants who are looking to expand their design decision-making skills or are pursuing to become architects in the future and are working with OneStream applications. It tackles common design challenges and equips participants with skills for informed design decisions that enhance performance, flexibility, and user-friendliness. Students will engage in instructor-led sessions, practical use cases, role-play, and collaborative activities to gain hands-on experience in developing and justifying design proposals. The course focuses on requirements gathering, guiding design principles, and key areas for effective application design (such as Extensibility and Data Units). Participants will also learn to communicate the trade-offs and benefits of design choices to customers, ensuring they can advocate for optimal solutions effectively. Delivery Types Instructor-Led Training Availability Customers Partners Employee Who Should Take This Course? The OneStream Architecture: Design Decisions course is designed for consultants with considerable OneStream knowledge who aim to enhance their design decision making skills, balance performance and user-friendliness, and effectively advocate for optimal solutions. The ideal student for this course: Has experience and working knowledge of concepts such as Extensibility, Cubes, and Data Integration as it will be needed to ask customers the right questions. Are proactive problem-solvers who seek to understand the trade-offs and benefits of different design choices to optimize OneStream implementations. Are eager to engage in interactive learning environments, leveraging group discussions and roleplay to refine their design skills. Duration Instructor-Led Training (ILT): 1 day Prerequisites Prior to taking this course, you should have: Completed the First Project Readiness Learning Path or possess equivalent knowledge. Completed the OneStream Architecture: Designing an Application course or possess equivalent knowledge. At least 2-3 years of software implementation experience in the financial software industry, including 2-3 years of experience with the OneStream software. Micro Credential Upon completion of this course a micro credential will be issued. Course Schedule Date Modality Time zone September 12, 2025 Virtual Eastern September 25, 2025 Virtual BST October 2, 2025 Virtual Eastern October 9, 2025 Virtual BST November 4, 2025 Virtual Eastern November 10, 2025 Virtual GMT December 2, 2025 Virtual Eastern December 8, 2025 Virtual GMT Dates and times are subject to change. Please visit OneStream Navigator for the latest schedule. Important Links Register via OneStream Navigator: OneStream Architecture: Design Decisions Course Description PDF Pricing and Learning Paths PDF
Error launching OS v9 app
I have this error when trying to launch OS v9 app. I have no issue launching another app that's on v7.4. It is not authentication issue, I can access via BUX. The error occur when I try ClickOnce. This has happened before, these tricks worked last few times, but not this time: 1-Clear Cache: Windows + R -> rundll32 dfshim CleanOnlineAppCache 2-Delete folder 2.0 from C:\Users\USERNAME\AppData\Roaming\OneStream\Desktop 3-Uninstall latest Microsoft updates. Anything else I should try? Thank you. Below is more error detail:Course Announcement: OneStream Solutions: SensibleAI™ Forecast Foundations
1 MIN READ OneStream Global Education Services is excited to announce the newly updated OneStream Solutions: SensibleAI™ Forecast Foundations course available now On-Demand. Course Description This self-paced eLearning course provides a foundational overview of OneStream’s SensibleAI™ Forecast solution. Participants will learn about benefits and business use cases of SensibleAI™ Forecast for creating time-series models for forecasting. Learners will review the process used to create and complete a SensibleAI™ Forecast model build process from creation to generating predictions. Delivery Types On-Demand Availability Customers Partners Employee Who Should Take This Course? This course is intended for those who are interested in learning about implementing OneStream’s SensibleAI™ Forecast solution. Duration On-Demand (OD): 6 Hours Prerequisites Prior to taking this course, you should complete the following courses, or possess equivalent knowledge: OneStream Essentials: Introduction to OneStream or OneStream Essentials: Getting Started with OneStream Micro Credential Upon completion of this course a micro credential will be issued. Important Links Register via OneStream Navigator: On-Demand (OD) Course Course Description PDF Pricing and Learning Paths PDFHow to create a Book with Single Loop containing multiple dimension combinations
Hello Team, Need solution on the Book Creation. I am trying to create only one Loop, with two combinations example (E#Abc:U2#Xyz) and the Loop Type I have used is Comma Separated List. In excel Export Item I have attached the CV also. Where it is not updated with my Entity and Customer, because I have passed them in the Loop Definition, together. While running the Book it is running at Top Level for both Entity and Customer. Instead of Abc & Xyz.
