Recent Discussions
Monthly vs Quarterly allocation of accounts
Hello, We are trying to automate a simple allocation of specific corporate expense accounts. The accounts allocate to different business based on their contribution to total GP. I currently have two calculations: Account Dynamic Calc - BU GP / Total GP, giving the business GP% UD8 Dynamic Calc - GP% * Corporate Expense Account, giving the expense to be allocated to each BU I run into an issue when data is pulled as either QTD or YTD. As an example, if someone is to pull the data at 2025M3/QTD, it will calculate calculate a separate GP% for the QTD information and complete the calculation. This creates a discrepancy when looking at data monthly vs. quarterly. Instead, I would need it to add together months 1-3 for consistency. (See below table for reference) Is there a way to make a dynamic calculation calculate only at the monthly level and instead aggregate months for other view selections (QTD/YTD)? What is happening What I need Calculation QTD GP * QTD GP% M1 + M2 + M3 MTD M1 M2 M3 Q1 / M3 QTD Q1 / M3 QTD Business GP 100,000 400,000 200,000 700,000 700,000 Total GP 500,000 1,000,000 900,000 2,400,000 4,300,000 GP % 20.0% 40.0% 22.2% 29.2% Corporate Expense 10,000 50,000 20,000 80,000 Allocation 2,000 20,000 4,444 23,333 (29.2% * 80,000) 26,444 (M1 + M2 + M3)emclend3 days agoNew Contributor II23Views0likes1CommentFreeze Option in Dashboard
Hi Team, I have created a dashboard with Vertical Stake Panel option and attached multiple Cube view components. when i scroll left to right in the dashboard my CV row headers are scrolling. how to freeze them in the dashboard.ShivaPrasad5 days agoNew Contributor III20Views0likes1CommentWhile consolidating on Top level getting error in Stored Calc
HI Team, We have created a stored calc and it is working fine at Base and parent entity level, but when we are running at Top entity level and my Time is 2028, at this i am getting below error. could not able to figure it. Can you please help us resolve the issue.ShivaPrasad5 days agoNew Contributor III21Views0likes2CommentsConnector BR fails to execute successfully
Hello Team, I am currently writing a connector business rule that connects an EDM system to retrieve a file, apply mapping logic, and process the resulting DataTable into ACM. I have successfully implemented the same integration code for several other connectors, all of which are functioning as intended. However, when I attempt to apply the same logic for the Account connector, I encounter the following error: "Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index')" I have rewritten the rule twice but have not been able to resolve the issue. Do you have any insights into why this might be occurring?ddgonzalez5 days agoOneStream Employee21Views0likes2CommentsDatabuffer not working in an WS Assembly rule but is working in a Business Rule
Hi, I ran into an issue that a data buffer rule does not work in a workspace assembly but does work in the Business Rules area. The data buffer rule is the one found in this forum topic and is relatively simple. See link. Question: Is there an option to clear non-calculated data in a “bulk” (as known from hs.clear) other than looping through the data buffer and use “SetDataCell” (which has a higher performance impact)? The “ClearCalculatedData“ is not impacting input/imported data – right? | OneStream Community I have this rule in an existing custom calculate rule in the assembly and the rule fails to get the source data buffer. I take this same rule and include it in a new Business Rule and it runs fine. Rules that work in the business rules should work in assemblies also.Montreux9 days agoNew Contributor III25Views0likes1CommentRetrieve the culture in a BR and display the name & description of this culture
Hello everyone, We currently have a business rule that allows us to display a certain number of accounts for our cash flow cube view. The problem is that when returning account.Member.NameAndDescription, it does not take into account the user's culture. resultString.Append("A#" & account.Member.Name & ":Name(" & space & account.Member.NameAndDescription & "):F#None,") So I think I need to retrieve the culture of the user displaying the cube view in my BR in order to return the correct name and description. However, I don't know how to retrieve the user's culture, nor what parameter to return instead of account.Member.NameAndDescription to get the one in US English, as the default is in French. Do you have any ideas?JérémyRenard10 days agoNew Contributor23Views0likes1Comment- pranav4611 days agoContributor III18Views0likes0Comments
Real-time "Unsaved" status, Intercepting Workflow Navigation
I have a requirement to implement data integrity guardrails on several budgeting forms (Dashboards containing Cube Views/SQL Table Editor). I am looking for guidance on whether the following two features are technically feasible within OneStream: 1. Real-Time "Unsaved Changes" Indicator The goal is to display a status label at the top of the Dashboard that updates to "Data Hasn't Been Saved" the moment a user modifies a cell value (Cubeview/SQL Table Editor), before they actually click the Save button. Question: Is there a way to detect a "dirty" cell state or user input in real-time to update a dashboard component immediately, or are we limited to updating status only after a Save action is triggered? 2. Navigation Warning (Popup on Exit) The goal is to trigger a popup warning if a user attempts to navigate away from the current Workflow Unit or close the Dashboard tab without having Saved or Run Calculations. Question: Is there an event handler available that allows us to intercept a navigation event, and potentially block the user from leaving the screen until they complete the required actions? If anyone has implemented a similar solution or knows which Business Rule events controls these interactions, I would appreciate the insight. Thanks!saifsafwan20 days agoNew Contributor9Views0likes0CommentsDynamically synchronize Point of View after Workflow Profile changes
Hello, Is it possible to dynamically update the Point of View after making changes to the Workflow Profile? I'd like my scenario and year to be in sync between the two areas if possible. I am aware this can probably be achieved asking a user to manually press a dashboard component such as a button or a combobox, but if possible I'd like this to happen automatically when a user opens a new workflow profile or an associated dashboard is loaded. This should help our users avoid potential conflicts understanding what data she is looking at when working with associated cube views. Don't think I was able to find a business rule or a data management step to help with this task. Many thanks,MShakhmatov22 days agoNew Contributor32Views1like2Comments