OneStream Community

"Top N" reports - no code required!

It has been a quiet Tuesday morning at Badabing Ltd. Had some decent coffee, checked all reports went out last night, and basked in the glory of a sea of green "OK" calculation statuses. As you ponder...

Preparing for Direct Connection to OneStream

One of the most common if not the most common requests when setting up OneStream is to have a direct connection from an ERP such as Oracle, Peoplesoft, and/ or Netsuite to OneStream to allow for data ...

Rules about Rules: Tips and Calculations Optimization

The OneStream platform is based on the Microsoft .NET Framework, as is the OneStream Business Rules Engine. VB.NET has become the logical choice for Business Rule syntax, and is also a popular program...

Pivot and Submit Data through a Spreadsheet with Table Views

Background We were recently engaged with a client implementing a Thing Planning solution, which would manage thousands of line items for their planning process. The client wanted to be able to look at...

Data import through external API services - integrating with Dynamics 365

In this article I'm presenting a working example of integrating our beloved Platform with one of most widely used ERPs in the world: Dynamics 365, specifically the FinOps suite. This said, the solutio...

Log Like a Champ with JSON

In a previous post, we saw how we can build a utility library to help us with typical logging tasks. However, there is a common problem when trying to represent the state of our processes in logs: it’...

How to upload Flat Files to a Custom Table

Table Data Manager: OneStream has a Marketplace Solution, called Table Data Manager, which allows users to create custom tables where data can be loaded and updated. Table Data Manager has a feature t...

Log like a champ with OneStream

When I made the move to OneStream, one of the first things I understood and appreciated was logging. It is such a welcome change from legacy systems! You can easily log anything: text, the value of a ...

BiViewer Parameters Demystified - pt 2

In Part 1 of this short miniseries , we have seen how we can pass values from traditional Dashboard Parameters into Bi Viewer. But what about going the other way around, i.e. getting values from Bi Vi...

BiViewer Parameters Demystified - pt 1

We know that OneStream users love BiViewer components. They look nice, are dynamic and interactive, and bring tons of baked-in functionality - ready to be leveraged with minimal effort and no coding. ...

So You Want to Learn VB.NET - pt.3

In part 1 and part 2 of this series, we have seen how to handle VB.Net variables, call existing functions, and manipulate basic data-structures. This is enough to write simple scripts or member formul...

Historical Restatement, No Code Required!

In today’s modern business world, a company’s organization structure can move more frequently than anticipated through changes like acquisitions, divestitures and mergers. The organization’s structure...

Beyond Flat and Delimited Files: How to Load XML or JSON Data

Picture this: it's a bright, sunny morning, and you're spinning on your chair, enjoying the warmth of the sun on your face. Suddenly, your boss approaches you with an intriguing question: "Hey Om! Can...

How to build a Multi-Select TreeView

While building a Dashboard, you might have the need to provide a widget for the user to select a bunch of members at the same time. This can be achieved in a number of ways. If your requirements are s...

Introduction To Tree Views

This post is an introduction to Tree Views in OneStream Dashboards, a type of widget that can render hierarchical data. Their complexity can vary, as you will see below, but once mastered they will be...

How's your Week?

In this blog, we are going to discuss weekly reporting in OneStream and answer some frequently asked questions when considering how to handle weekly data in the system. Within the OneStream delivery t...

Changing Signs in OneStream

Any data loaded in OneStream has to be logged against an Account. Typically, the Account Type property of the account member will determine how the data is treated, but there are a number of other fac...

So You Want to Learn VB.NET - pt.2

As we've seen in part 1, we can manage data in memory using individual variables. However, often you need to handle multiple elements in a similar manner: you might want to retrieve all base members u...

Stop confusion with empty parameters in Dashboards

Tired of opening your dashboard to find no pre-populated values? Frustrated when your combo boxes and list boxes don’t display a value upon runtime? This brief blog post will assist admins/super users...

Unleashing the Power of OneStream Event Handlers: Enhancing User Experience and Efficiency

Why You Should Care About Event Handlers? So, you're in the OneStream universe, and you might be thinking, "What's the big deal about Event Handlers?" Well, hold onto your hats because these aren't ju...

So You Want to Learn VB.NET - pt.1

If you want to unlock the full potential of the OneStream platform, you want to learn a bit of VisualBasic.NET. Don't be scared! It's much easier than it looks. We'll now cover the basics (lol) of the...

Cool CubeViews with Custom GetDataCell Functions

"Hey boss, look a this Cube View I made - it shows our EUR Fx rates against all currencies in our app. Cool, uh?" "FX rates we loaded last month aren't cool. You know what's cool?" "... You?" "Real-ti...

How soon the summer ends and September rolls around!

How soon the summer ends and September rolls around. The languid heat of summer is over, and the crisp crack of newly sharpened pencils and the smell of strawberry highlighters fill the air as new rec...

Unlocking the Power of Attributes in OneStream: Balancing Potential with Performance

If you're currently grappling with consolidation performance issues or encountering slow-rendering Cube Views, fear not. We've got you covered with valuable insights on assessing your application and ...

SELECT Like a Boss With Query Parameters

SQL: cross and delight of the IT revolution. If you've been in the game for more than a few years, chances are that you got your hands dirty with database queries once or thrice. OneStream itself keep...

A sneak peek into Dashboard XFBR Business Rules

Have a cube view where the Member Expansions or Time Functions just don’t provide you with what you need? You have this report you need to build and you’re struggling to match the formatting that is p...

What in the World is a Sankey Diagram?!?!?

The second-hardest thing about writing a book is getting yourself to stop typing (the hardest thing, of course, is getting started). Particularly when the book in question covers a topic as broad and ...

The Human Voice inside Automation

A colleague recently asked if I'd like to write about aspects of OneStream that I find interesting. As you can imagine, this took me a moment to think about, with all the different features and functi...

Plant a Tree in your Member List!

The CPM world has traditionally allowed users to define custom lists of members in code, which is very useful when built-in expansions are not enough for their needs. This is a fairly rare occurrence ...

Map Component Tutorial

So you’ve bought the OneStream Advanced Reporting and Dashboards book - congratulations on being on your way to mastering these tools! The book is chocked full of examples and guidance on how to tailo...