Recent Discussions
Tip: Splitting the Desktop
I figured this out recently by chance and it's been so helpful I had to share... Did you know you can split the OneStream desktop to view multiple tabs at once? If you have a large, high resolution monitor, why not be able to work in multiple tabs at once? Panes can be arranged side-by-side or stacked, whatever combination helps you see all the things you want to see at all at the same time, without having to switch back and forth between tabs. Here's how: 1. Grab the tab you want to place in a different part of the desktop, click the tab and drag down and to the right. 2. The Panes widget will appear. 3. Bring your mouse so the cursor is over the part of the widget where you want the tab you're dragging to appear. If you drop it on the right, it will slide in on the right, next to the other open tab. Drop it on the bottom part and your tab will be a bottom pane under the other open tabs. Here we're dropping on the right pane: Viola! Side by Side: Here we are with the Error Log under our Business Rules:
Format - Header Text alignment
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, MorganeActual at other FX rate (PY/Bud/PP) - Currency Neutral - How to view Fcst Scenario at other rate
Two part question. Comparing Actuals as other Rates to remove currency flux We want to take our Actuals and view at PYE, PYP & budget FX rates to take out flux in currency. Is there a feature (outside of creating BR's or Alt Rate types) to do this. We currently have built 3 scenario for the above rates and it works as expected for base level members. Where we run into issues is with converting to Reporting currency at parent members. Ex is converting our EMEA entity (currency - EUR) to USD. The BR seems to store the USD value at the base entity but is converting from EUR to USD at parent level using OS logic (ie current defined rate for Actual scenario). It is not consolidating up the USD value but converting from EUR at parent member. This BR was created almost 6 years ago when we implemented so hoping there is something out-of-the-box now that will do this. I am exploring creating 3 new Rate Types: PY Budget, PYE Actual & PYP Actual. I would copy all the PY rates into these 3 new rate types and then create 3 Actual scenarios, each using these new rates. The big issue is having to copy all the data over from Actuals and then reconsolidating. Hoping there is a better way. Fcst Currency Neutral - Having Fcst at the Budgeted rate We are US company with large % of our business from Europe and the flux in EUR to USD is distorting our review of how we are doing. Looking for a way to see our Fcst how we expect (current process) and at Budget rate. I could copy to new scenario that is set to Budget Rate but we have 12 Fcst scenarios and that would take up alot of resources to copy and consolidate as we would need to do this many times during Fcst process (ie it would not be something we only did once the Fcst was closed but during the process) Would this be a UD8 member and if so, how would it handle Base and Parent level members. Looking for best practice advice on how to handle these two issues.How to Run Workspace Assembly from a Data Management Step In 6 Easy Steps
This was originally a question.It took a while to figure out, so to save someone else the hours of trial and error, here is the process I use in detail, start to finish, to run a Workspace-based Data Management step in a Workspace Assembly business rule. Here's a How-to step by step: List of abbreviations used below: DM: Data Management WS: Workspace MU: Maintenance Unit BR: Business Rule AS: Assembly 1. Workspace:Set the NameSpace Prefix - this is what gets filled in at runtime for __WSNameSpacePrefix 2. Assemblies: Note these properties 3. Create the Assembly Business Rule:Create an "Extender" business rule, this is done by right clicking files and selecting "Extensibility Rules" Add some test code, to verify correct configuration, such as BRApi.ErrorLog.LogMessage(si, "Hello from the new extender!"then code the way you would any other extender 4. Create The Data Management Group: Create a DataManagement Group in the same workspace that the Assembly that has your business rule is in 5. Create a Data Management Step - Create a DM step in the new DM Group, reference the rule using the pattern: Workspace.{WorkspacePrefix}.{AssemblyName}.{BusinessRuleName} In this case it would be: Workspace.Current.DMTestAS.DMTestStepExtender Note: we could also use 'DMTestWS' instead of 'Current'.We use Current because the DM Step is in the same WS as the Extender Rule. 7. Done! Test the DM Step with run button and check the error log(System Tab -> Logging -> Error Log),for your test code's output.
Monthly vs Yearly Cube View Data
Hello everyone! I require some assistance regarding the following objectives that I have in mind for this cube view. Showing the monthly data input cells (which I have done), along with the total sum of all the months in the year. Getting a percentage by using the monthly data / current year. Currently, the Amount 227.00 under actuals - 2025 column is a member filter under rows/columns whereby i use getDataCell(CVC(Col, 1) + CVC(Col, 2) .... CVC(Col, 12)) which I know it isn't the best idea. But I want the column under 'Total' to show this amount and with this amount, I will calculate the percentage in the next table. For example, on the 2nd table (green cells), on row ACTYPE001, when the user click calculate, the answer should be 1/227 x 100 = 0.44% at Jan 2025, 2/227 x 100 = 0.88% at Feb 2025. Please advice on how I should approach these issues or any improvement or suggestion I should be doing.
Reduce data unit size
Good afternoon, After one of our calculations started to behave slowly, we have been advised that we should reduce our data unit size. Consultant explanation "Real Cell Count is relatively low, at 5 million cells. But to aggregate those 5 million cells, the system will have to request every monthly value for all of those 2.6 million rows from the database, hold in memory which ones have data and keep track of the ones that don't" In this sense, reading the forum, seems the solutions are any (or all) of the following: Leverage BI Blend to aggregate large data sets for reporting Load into Cube at summarized level Always use RemoveZeros() in api.Data.Calculate and api.Data.GetDataBuffer functions Consider different Entity dimension Vertical extensibility (not horizontal) Consider storing some data outside Cube (stage) Just wanted to check if you have applied any other solutions into your projects? as first time we need to reduce data unit size. Thank you,Migration of all File Explorer folders and content
Is there a way to migrate all folders and content in the File Explorer from one application to another within the same environment? I looked at the File Explorer Manager solution and it looks like it does the content but not the whole folder structure as well. Are there any other options? Thanks!!Task Manager Email Notifications Not Sending with Open Workflow Task Type
Hello, We're in the middle of implementing Task Manager and whenever a task is using the "Open Workflow" task type, it seems not to send a notification email when the task has been completed and ready to be approved. We've tested other tasks and the email notifications work fine. Is this a known issue and if it is, is there a way to get around it? I guess we could set all the tasks to "No Action" task type, but I feel like that would be redundant for them to go to TM and then have to go to the WF instead of being able to click on Execute and take them to the WF. Thanks, Will
