Maximizing Cube Utilization in OneStream Applications
Cubes control how data is stored, calculated, translated and consolidated based on the Dimensions assigned to it. Cubes are flexible and can be designed for a specific purpose (HR or People Planning Cube, Budget/Sales/Cost Drivers Cube or even Tax Cube) or data type in a OneStream XF Application. Dimensional assignments can vary by Scenario Type. An application can have multiple Cubes that can share Dimensions and data Separate Cubes may be used to hold data outside of the main financial Cube.Menu Component in Practice
If you create the new Menu Component in your Maintenance Unit, you will quickly notice that it has very few properties. That's because its configuration will actually come from an attached Data Adapter, which must produce a set of tables containing all menu items and their configuration. The format of such tables has to be somewhat precise, matching what the component expects. For this reason, the best way to produce them (at least while you familiarize yourself with this mechanism) is to create a Dashboard DataSet using a couple of utility classes built for this specific task. The first thing we will do, in our rule, is to create an XFMenuItemCollection object. This represents our menu, which we will populate with items and eventually return (as a DataSet) at the end of the function. Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) As Object Try Select Case args.FunctionType Case Is = DashboardDataSetFunctionType.GetDataSet If args.DataSetName.XFEqualsIgnoreCase("MainMenu") Then ' create the menu object Dim menu As New XFMenuItemCollection() Menu items will be created by instantiating objects of type XFMenuItem. These objects will hold all the configuration properties for the item, including the font and colors that it will use. There are a few different constructors you can use, to specify all sorts of properties; the one used here is the shortest one! ' create top-level item ' XFMenuItem(string uniqueName, string headerText, string foreground, string background, bool isBold, bool isItalic, bool isEnabled, bool isSeparator, string parameterValue) Dim parentMenuItemOne As New XFMenuItem("1", "Parent", _ "White", "SlateGray", False, False, True, False, Nothing) ' create items for the second level Dim childMenuItemOne As New XFMenuItem("1.1", "Child 1", _ "Black", "White", True, True, True, False, Nothing) Dim childMenuItemTwo As New XFMenuItem("1.2", "Child 2", _ "Black", "White", True, True, True, False, Nothing) ' create item for the third level Dim grandChildMenuItemOne As New XFMenuItem("1.1.1", "Grandchild 1", _ "White", "SlateGray", True, True, True, False, Nothing) Most of the properties are self-explanatory, but you might wonder what "parameterValue" is. That's the value that will be pushed into the Bound Parameter specified on the actual component later on, so that Actions or other components can pick it up. We will come back to this later. Now we need to define the relationships between items. We do that by manipulating the .Children property of each parent item, which must be a list containing the children (duh!) items. ' create the hierarchy by adding children to direct parents as a List ' attach 1.1.1 as a child of 1.1 childMenuItemOne.Children = New List(Of XFMenuItem) From {grandChildMenuItemOne} ' attach 1.1 as a child of 1 parentMenuItemOne.Children = New List(Of XFMenuItem) From {childMenuItemOne} ' you can also manipulate the list once created. ' attach 1.2 as a child of 1 parentMenuItemOne.Children.Add(childMenuItemTwo) In a similar way, top-level items are added to the list contained in the .MenuItems property of our XFMenuItemCollection instance. ' add item 1 as a top-level members of the menu menu.MenuItems.Add(parentMenuItemOne) Before we return the resulting menu, if you are dealing with dynamically-generated structures with a lot of members, you might want to perform a safety check and purge extra members: While menu.IsAboveMaxMenuItemLimit(si) menu.MenuItems.RemoveAt(menu.MenuItems.Count - 1) End While Last, we use the .CreateDataSet method of our menu object to return the DataSet. ' generate the dataset and return it Return menu.CreateDataSet(si) Now that we have the rule, we can create a DataAdapter to execute it. Notice how, when testing it, it produces two tables: one with item properties, and one with their relationships. Now that we have an Adapter, we can create the Menu Component and attach the Adapter to it. You can then assign it to a Dashboard and preview it, after you save it. This is fun but a bit pointless! We want menus so that the user will actually choose something and we'll get the result of that choice. In order to do that, we need to specify the Bound Parameter. Whenever the user selects an item, the "parameterValue" associated with that item will be pushed into the specified Parameter; we can then reference that Parameter in an Action or extender rule, to trigger something like navigating to a website. Note that the Parameter doesn't need to exist! OneStream will just create one for you in the background. Then we place an Action on our Component, referring to the Parameter. The last step is to go back to our rule and specify a different parameterValue for "leaf" items, so that the Parameter will contain something. Dim childMenuItemTwo As New XFMenuItem("1.2", "Main Page", _ "Black", "White", True, True, True, False, "https://www.onestream.com") ' create item for the third level Dim grandChildMenuItemOne As New XFMenuItem("1.1.1", "OneCommunity", _ "White", "SlateGray", True, True, True, False, "https://community.onestreamsoftware.com") Et voilà! You can now execute the Dashboard and verify that it works!
Floor's Lava—Time to Branch Out: Building Your Tree
Welcome to the blog! In today's post, we're diving deep into the world of hierarchical data visualization—Mission Tree-Ting style. If you’ve ever needed to see your organization’s structure at a glance or wanted a smart, efficient way to visualize complex relationships like employee-manager hierarchies, you're in the right place. Objective: We’ll show you how to build a robust tree structure using VB.NET that transforms raw data into an intuitive, expandable TreeView. By leveraging a custom DataAdapter and binding it to a dashboard component, you'll learn to effortlessly bring your data to life—no messy code left behind! Use Case: Imagine managing an organizational chart where each node represents an employee and their reporting relationships. Whether you're in HR, IT, or any department that thrives on clear, visual insights, this solution provides a reusable method to: Parse and filter your data via dynamic SQL queries. Construct a hierarchical tree with unique nodes and child collections. Seamlessly embed this TreeView into your OneStream dashboard, allowing for interactive exploration of your organizational structure. So, grab your coding toolkit and get ready to transform your data into a dynamic tree that not only meets everyday business needs but also adds a touch of Mission Impossible flair to your projects. Let's get started on turning the impossible into possible—tree style! Although this example demonstrates a use case from People Planning, the same approach can be applied to any dataset with a Parent/Child hierarchy — such as product hierarchies, organizational structures, Capital Planning or cost centers. Note: The method described in this blog is one of many possible ways to visualize and manage hierarchical data in OneStream. Depending on your business requirements, alternate implementations may better suit your needs. Please refer below Blogs related to the Tree View Introduction To Tree Views | OneStream Community How to build a Multi-Select TreeView | OneStream Community Overview What is Tree View? The TreeView is primarily used for intuitive navigation and visualization of hierarchical relationships. It helps users quickly identify structural paths and validate lineage, making it useful for both data review and administrative control. Generating Tree View Our function, GetTreeViewEmpMgr, performs the following steps: Constructs an SQL Query: The query selects employee data along with manager names. A NULL value for the manager indicates that the employee is at the top level (a root node). Executes the Query and Retrieves a DataTable: Using a database connection, the function executes the SQL query and stores the result in a DataTable named "Employee". Builds the Tree Structure: The function uses custom classes—XFTreeItem and XFTreeItemCollection—along with a dictionary called nodesByName to construct the tree: XFTreeItem represents each node in the tree. It holds properties such as the display text (HeaderText), state information (bold, selected, expanded), visual properties (colors and images), and a list of child nodes. XFTreeItemCollection is a container for the tree’s nodes (typically the root nodes) and provides methods for creating a DataSet from the entire tree. The nodesByName dictionary is used to quickly look up and manage nodes by their unique identifier (in this case, by name), ensuring that each node is only created once and can easily have children added later. Returns the Tree as a DataSet: Finally, the tree is converted into a DataSet using treeItems.CreateDataSet(si) and returned for UI rendering. Constructs an SQL Query The data is retrieved from the XFW_PLP_Register (People Planning Register) based on the current Workflow Profile, Time, and Scenario — all passed as parameters to ensure contextual relevance. Select CASE WHEN M.RegisterID = E.RegisterID THEN NULL Else Concat(M.FirstName,' ',M.LastName) End as 'Parent' , Concat(E.FirstName,' ',E.LastName) as 'Child' FROM XFW_PLP_Register E LEFT JOIN XFW_PLP_Register M ON E.Code11 = M.RegisterID Where E.Status <> 'NewHire' And E.WFScenarioName = '" & WFScenarioName & "' And E.WFTimeName = '" & WFTimeName & "' And E.WFProfileName = '" & WFProfileName & "' And (M.WFScenarioName = '" & WFScenarioName & "' And M.WFTimeName = '" & WFTimeName & "' And M.WFProfileName = '" & WFProfileName & "' OR M.RegisterID IS NULL) For each employee, we extract the First Name and Last Name, along with their manager’s corresponding First Name and Last Name. In this configuration, the manager's Employee ID is stored in the Code11 field. By performing a self-join on the XFW_PLP_Register table using this reference, we can resolve and display the appropriate manager name for every employee. Emphasis on Key Components XFTreeItem The XFTreeItem class is the building block of our tree structure. Each XFTreeItem represents a node that can have: HeaderText: The display text for the node. Visual Properties: Such as text color, images (using properties like imageSource and imageName), and formatting (bold, enabled, selected, expanded). Children Collection: A list that holds any child nodes, making the node hierarchical. Additional Data: You can attach other metadata as needed, making XFTreeItem flexible for various applications. ' Common visual properties. Dim textColour As String = XFColors.Black.Name Dim imageSource As String = XFImageFileSourceType.ClientImage Dim imageName As String = XFClientImageTypes.StatusGrayBall.Name Dim isBold As Boolean = False Dim isEnabled As Boolean = True Dim isSelected As Boolean = False Dim isExpanded As Boolean = False In our code, we create new XFTreeItem objects for every child and parent as needed, ensuring that each node correctly reflects its employee or manager data. Initializing the node with default properties ' Create a node for the child. Dim childNode As New XFTreeItem(childName, childName, textColour, isBold, isEnabled, isSelected, isExpanded, imageSource, imageName, childName, Nothing) updating the parent node properties ' Create a new parent node if it doesn't exist. parentNode = New XFTreeItem(parentName, parentName, textColour, isBold, isEnabled, isSelected, True, imageSource, imageName, parentName, Nothing) 'Updating the properties of parent node If parentNode.Children Is Nothing Then parentNode.IsBold = True parentNode.IsExpanded =True parentNode.Children = New List(Of XFTreeItem) End If parentNode.HeaderText = parentName+ " ("+(parentNode.Children.Count+1).ToString+")" 'Adding the child node to the parent's children collection parentNode.Children.Add(childNode) XFTreeItemCollection The XFTreeItemCollection class serves as the container for the entire tree. It typically holds the collection of root nodes and offers helper functions to manipulate or output the tree. In our function, after building the tree, we call: Return treeItems.CreateDataSet(si) This method converts the tree structure into a DataSet, making it easier to bind to UI controls like a TreeView. By using a dedicated collection class, we encapsulate all tree-related functionality, keeping the code modular and maintainable. Item Table holds the detailed data for each node. Relationship Table captures how these nodes relate to each other (i.e., which node is the parent of which). Note: These are random names not any Org data nodesByName Dictionary The nodesByName dictionary is a crucial element in building the tree. Its main purposes are: Ensuring Uniqueness: It prevents duplicate creation of nodes by keeping track of every node by its unique name (or identifier). Facilitating Lookup: When processing a new row, the dictionary is quickly checked to see if a node already exists for the given parent or child. This way, if a parent node is referenced later, it is easily found and updated. Simplifying Tree Building: By centralizing node management, it simplifies the process of attaching children to the correct parent nodes. ' If there is a parent, check if the parent node already exists. Dim parentNode As XFTreeItem = Nothing If nodesByName.ContainsKey(parentName) Then parentNode = nodesByName(parentName) BRApi.ErrorLog.LogMessage(si,"Parent is there: "+parentNode.HeaderText) Else ' Parent does not exist yet; create it as a root node. parentNode = New XFTreeItem(parentName, parentName, textColour, isBold, isEnabled, isSelected, True, imageSource, imageName, parentName,Nothing) treeItems.TreeItems.Add(parentNode) nodesByName(parentName) = parentNode End If This approach avoids the overhead of scanning a list for a matching node each time and guarantees that each node appears only once in the tree. The Complete Code Below is the complete VB.NET code for the GetTreeViewEmpMgr function with detailed comments explaining the use of XFTreeItem, XFTreeItemCollection, and nodesByName. Public Function GetTreeViewEmpMgr(ByVal si As SessionInfo, ByVal args As DashboardDataSetArgs) As DataSet Try Dim sql As New Text.StringBuilder() Dim WFProfileName As String = args.NameValuePairs.XFGetValue("WFProfileName") Dim WFScenarioName As String = args.NameValuePairs.XFGetValue("WFScenarioName") Dim WFTimeName As String = args.NameValuePairs.XFGetValue("WFTimeName") sql.append("Select") sql.Append(" CASE WHEN M.RegisterID = E.RegisterID THEN NULL ") sql.append(" Else Concat(M.FirstName,' ',M.LastName) End as 'Parent'") sql.append(", Concat(E.FirstName,' ',E.LastName) as 'Child'") sql.append(" FROM XFW_PLP_Register E ") sql.append("LEFT JOIN XFW_PLP_Register M ON E.Code11 = M.RegisterID ") sql.append("Where ") sql.Append("E.Status <> 'NewHire' And") sql.append(" E.WFScenarioName = '" & WFScenarioName & "' And E.WFTimeName = '" & WFTimeName & "' And E.WFProfileName = '" & WFProfileName & "' And ") sql.append(" (M.WFScenarioName = '" & WFScenarioName & "' And M.WFTimeName = '" & WFTimeName & "' And M.WFProfileName = '" & WFProfileName & "' OR M.RegisterID IS NULL)") BRApi.ErrorLog.LogMessage(si,sql.ToString) Dim dt As DataTable 'Execute the query Using dbConnApp As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) dt = BRApi.Database.ExecuteSql(dbConnApp, sql.ToString(), False) dt.TableName = "Employee" End Using ' Create the main tree collection. Dim treeItems As New XFTreeItemCollection ' Dictionary to keep track of nodes by name. Dim nodesByName As New Dictionary(Of String, XFTreeItem)() ' Common visual properties. Dim textColour As String = XFColors.Black.Name Dim imageSource As String = XFImageFileSourceType.ClientImage Dim imageName As String = XFClientImageTypes.StatusGrayBall.Name Dim isBold As Boolean = False Dim isEnabled As Boolean = True Dim isSelected As Boolean = False Dim isExpanded As Boolean = False #Region "Buid Tree" ' Process each row from the DataTable. Dim i As Integer = 0 For Each row As DataRow In dt.Rows Dim parentName As String = "" If Not IsDBNull(row("Parent")) Then parentName = row("Parent").ToString().Trim() End If Dim childName As String = row("Child").ToString().Trim() ' Create a node for the child. Dim childNode As New XFTreeItem(childName, childName, textColour, isBold, isEnabled, isSelected, isExpanded, imageSource, imageName, childName, Nothing) BRApi.ErrorLog.LogMessage(si,"Adding to Child Node: "+childNode.HeaderText) If String.IsNullOrEmpty(parentName) Then ' If there is no parent, then this is a root node. treeItems.TreeItems.Add(childNode) nodesByName(childName) = childNode Else ' If there is a parent, check if the parent node already exists. Dim parentNode As XFTreeItem = Nothing If nodesByName.ContainsKey(parentName) Then parentNode = nodesByName(parentName) Else ' Parent does not exist yet; create it as a root node. parentNode = New XFTreeItem(parentName, parentName, textColour, isBold, isEnabled, isSelected, True, imageSource, imageName, parentName,Nothing) treeItems.TreeItems.Add(parentNode) nodesByName(parentName) = parentNode End If ' Add the child node to the parent's children collection. If parentNode.Children Is Nothing Then parentNode.IsBold = True parentNode.IsExpanded =True parentNode.Children = New List(Of XFTreeItem) End If parentNode.HeaderText = parentName+ " ("+(parentNode.Children.Count+1).ToString+")" parentNode.Children.Add(childNode) ' Also add the child node to the dictionary. If Not nodesByName.ContainsKey(childName) Then nodesByName.Add(childName, childNode) End If End If Next #End Region Return treeItems.CreateDataSet(si) Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function How to Call the Employee-Manager Tree Code via DataAdapter The code in the GetTreeViewEmpMgr function is designed to be invoked from the DataAdapter layer using a parameterized string. This allows you to easily pass in filtering values and trigger the building of the hierarchical tree structure based on the specified employee-manager relationships. {TreeView}{EmpMgr}{WFProfileName= [PLP_US.PeoplePlanning],WFScenarioName=|WFScenario|,WFTimeName=|WFTime|} Attach the DataAdapter to the TreeView and Embed it into the Dashboard: Attach and Bind: Create a TreeView component in your application and bind the DataSet produced by the GetTreeViewEmpMgr function directly to this TreeView. This binding ensures that the hierarchical data is rendered correctly in the TreeView control Embed into the Dashboard: Once the TreeView is populated, embed it into your dashboard. This integration allows end-users to interact with and explore the employee-manager hierarchy in a visually intuitive manner. Together, these steps transform raw data into a dynamic, interactive component that sits proudly on your dashboard—just like a successful mission from Mission Impossible. Your organizational structure is now displayed in a neat, expandable tree format, and your mission is accomplished! For Complete Code and Detailed Setup Instructions, Please Refer to the GitHub Repository: https://github.com/Sudha8990AI/TreeView
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 tailor your user experience, but here’s something extra – a tutorial on how to use Map Components in your application. We’ll walk through setting up a Dashboard with an interactive map to provide users with a visual display of locations, from collecting coordinates to displaying locations that are click-enabled to display relevant data.
OneStream 8.4/5 New features
Since version 8.4, OneStream has introduced an updated look and feel, with a new logo and a transition from blue to black as the main color. In this post, we focus on the following new features: Working with parameters in spreadsheets/Excel add-in Send links to dashboards to colleagues using Smart Links Make your dashboards more interactive with the new Menu component Use richly formatted text boxes to inform your users in dashboards. 1. Parameters in Excel With the latest release of OneStream, you can add more flexibility to your Excel reports. Using the menu option Parameters, workspace parameters can be linked to a cell. This cell displays a dropdown menu with the options of the parameter. For each parameter, the user can choose whether it relates to the current workspace or the entire workspace: In addition, In-Sheet Actions can be added, allowing you to run a Data Management Sequence directly from your Excel sheet, for example, to seeding or calculating data. 2. Smart Links Ithappens to all of us: you send a colleague an email asking them to look at a strange number in a dashboard, and after countless back-and-forth emails, it turns out that they are seeing a different representation of the data due to other selected parameters. OneStream has now introduced Smart Links, which allow the administrator to create predefined links with fixed parameters. These links can be created via a button and forwarded to a colleague. This opens the exact same dashboard, with the appropriate filters and parameters. The button can even generate a mailto:-link, so that an e-mail containing the link is created directly from the dashboard. The user is directed to the dashboard through the Web environment and must first log in if no active session is available. A Smart Link is created from a business rule, which since version 8 can be stored in an assembly within the workspace itself. On the button, it is activated via: Our assembly is called Assembly85. The CreateSmartlink function in the SolutionHelper looks like this: (In the above example, all values are hardcoded, but they can be made dynamic if needed). 3. Menu One of the newest additions to the dashboard components is the Menu. This menu can be created dynamically via a business rule, similar to a Tree View component. The menu is associated with a parameter that can be used in the dashboard to refresh other embedded dashboards or components. You can extensively format the menu with fonts, text and background colors and even logos. Unique to the menu are two options: Auto Open: The menu expands automatically when a user moves over it. If this option is set to false, the menu must be clicked on first. Show Down Arrow: Highlights menu options that can be expanded by displaying a down arrow. The menu uses a data adapter associated with a Dashboard DataSet business rule (in our case, within the assembly). The rule for our menu is as follows: First, the main level menu items are created as new XFMenuItems with their properties. Then the underlying and subitems are created, also as XFMenuItems. Finally, the items are linked as parent-child items, after which the menu is returned. 4. Rich formatted text boxes Text box components now have the propertion Allow Rich Text (and even Enable Spell Check), as shown below: Many things are possible, but the text must be entered via the text box. In our usage scenario, we want to use the richly formatted text as user instructions for the selected dashboard. However, the challenge with the defaults is that a user can change the text or the text is user-specific (via an Input Value parameter). Manually adding the text in a Literal parameter(and setting the text box as read-only) is also a challenge because the text is not HTML-formatted, for example. Below is an example of the stored text for the "type some text" above: A total of 33 lines! Full of letters and numbers. What we have done is to create two text boxes. The first text box is linked to an Input Value parameter where the administrator can enter the text in the desired format. The second text box is associated with a Literal parameter with the IsReadOnly property set to true. Next, we created a small business rule linked to a button that copies the value of the first parameter to the second. The fixed text box can then be used in the dashboard presented to your users. Wrap Up What version of OneStream are you currently using? Are you considering an upgrade to the latest version or want to discover how these new features can enhance your OneStream application? Feel free to contact me. I always make sure to keep up to date with the latest features and releases, so don't hesitate to get in touch to learn more about these or other enhancements to OneStream!
