OneStream Platform Forums

Hey all - does anyone know the best practice to securitize the drill back functionality based on Entity (or other group) access?  My use case is that we have users who can see entire company financials (actuals and planning) but should not be able to drill back to the People Planning registers unless they meet a certain criteria (in a specific security group and have a specific entity group access).  Thanks for any assistance!

I'd like assistance with utilizing a formula within the UD1 dimension section of the attached POV Cube view. Specifically, I am trying to subtract one cost center from another. So the formula I'm hoping for is something like  "GPPPFI - GPPPAccounting" but thats not working.

Hello,  If anyone needs to sort a specific account group by ascending. This is the codes it worked. Sub RemoveandSortAccounts(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardExtenderArgs) Dim ParentGroup As String = args.NameValuePairs.XFGetValue("ParentGroup") Dim osAccountMember As Member = BRApi.Finance.Members.GetMember(si, dimtypeid.Account, ParentGroup) Dim actDimPk As DimPk = BRApi.Finance.Dim.GetDimPk(si, "ST_Accounts") Dim osBaseList As list(Of Member) = BRApi.Finance.Members.GetChildren(si, actDimPk, osAccountMember.MemberId) Dim osBaseList2 As list(Of Member) = BRApi.Finance.Members.GetChildren(si, actDimPk, osAccountMember.MemberId) osBaseList2.Sort(Function(x, y) x.Name.CompareTo(y.Name)) If osBaseList.Count > 0 Then For Each baseMember As Member In osBaseList 'osBaseList '===Remove first==== Dim PId As Integer = BRApi.Finance.Members.GetMemberId(si, dimTypeId.Account, osAccountMember.Name) Dim myId

Dear community, I am working on a graph that shows the daily FX rates.  I am bringing the data in through an SQL Data Adapter and have set up the following settings in regard to the data and what is shown on the x-axis: Data is shown in days, but the x-axis name are 'summed' to the months.  This works great except for the fact that it writes the month as full. I think it's based on the Time Dimension Description because the date format in the data table is: MM/DD/YYY As you can see the graph is quite small and the naming takes up a big part.  Does anyone know if it's possible to adjust the sourcing of this naming/description? Maybe to a UD8 TimeDescription member or adjust the description of Time in the graph itself, or maybe through the data table or data adapter?    Thanks in advance!      

Dear community,  We encountered a reporting issue: when exporting a cube view to Excel, one line of data will flip the signage.  In cube view, we have the Budget amount of (10,763), and the delta is calculated with GetDataCell(CVC(Actual column) - CVC(Budget column)), which should be 700, but the delta is showing (20,825) instead.  When exporting this cube view to Excel, the Budget amount becomes 10,763 (which is incorrect), but the delta is calculating correctly as 700. For delta, the temporary solution is to calculate with GetDataCell(S#ACTUAL - S#BUDGET); however, the Budget amount would still flip the sign when exporting to Excel.  We use the Text1 property in the cube view to determine the expansion, TreeDescendantsInclusiveR.  For the formatting, we use the below parameters in the cube view: BackgroundColor = White, NumberFormat = [#,###,0 ;(#,###,0);"0 "], Scale = 3, ExcelNumberFormat = [#,##0,], ExcelUseScale = False This happens in Budget for EntityA

Hi there, I have a dimension with 10 000 members under a TOP member.I can delete all of the relationships below TOP running :  BRApi.Finance.MemberAdmin.RemoveRelationshipsHowever, it is extremely slow as it does it one by one, so it takes hours.The same thing with the XML load is a load faster.  <relationship parent="TOPTOP" child="XXXX" action="Delete" /> Any BR to upload the XML or other clever ideas? Thanks One Team ! 

Hey guys! Just a reminder: if you're going to post code in this forum, please make it easier to read by using the "Insert/Edit Code Sample"  button on the expanded formatting toolbar. Here's a short video showing how it works. If you need to edit code after you created the block, just double-click on it. Ideally you'd also indent it first, either in an editor or with something like DotNetFiddle. Remember: the easier it is for others to read your code, the more likely that they'll be able to solve your problem! Cheers!Your friendly neighborhood Spider-Mod

I would like to set a transformation rule that particular account can be map to 2 accounts with condition +/- amount. Example, if positive go asset account, if negative go liability account. I had tried derivative rule is seem not working. After validate it become go to both accounts. Is there any missing caused the rule not work properly?        

Hi, All Just wanted to share a SQL query I wrote to retrieve base members and parent of a given hierarchy from within a dashboard grid.  (Note that the parameter supplies the member ID of the top member in the chosen hierarchy.) Any thoughts on how to improve are welcome! With TEST AS (SELECT childid, parentID, dimtypeid, 0 AS level FROM relationship WHERE parentid = |!SelectDimension!| UNION ALL SELECT ft.childid, ft.parentID, ft.dimtypeID, level + 1 FROM relationship ft JOIN TEST d ON ft.parentid = d.childid ) SELECT m.name As Child_Name, m.description as Child_Description, P.name AS Parent_Name, Description as Parent_Description FROM TEST d JOIN relationship a ON d.parentid = a.parentid JOIN member AS M ON a.childID = m.memberid JOIN member as P on d.parentid = p.memberid where NOT EXISTS ( SELECT NULL FROM TES

Looking for function in the business rules to derive prior quarter based on the year and month value passed from parameter?

I am trying to create a conditional formatting code to convert a large percentage result in a percent variance column to replace it with text ("nm").  Can anyone provide the conditional formatting text that would replace the actual % variance with text?

SOURCE: ONESTREAM CHAMPIONS Company has a hard carriage return in their file for a couple of description fields. They are struggling to fix it on their side. Is there code that can be written for the data source to remove this hard return and get everything on one line? Appreciate any guidance or snippet of cod

Hi Community,  does anyone have a list of special characters that OneStream does not allow to be used in passwords for service accounts used for direct connections?    Thank you

In the D&R document it is mentioned "Using Extensible Dimensionality to extend Accounts used within the Intercompany Matching process is not a recommended practice".  is there any particular reason for this? or is there any documentation showing this as an example?

I want format the Cube view cell based on cell amountIf (CellAmount > GetDataCell(CVC(Col2)) )ThenBackgroundColor = Red, TextColor = WhiteEnd if This code is not working, Actually I am comparing actual amount with budget. how can we do this?  

I have extracted the security roles and users from prod environment to dev environment. i am changing the security role in dev environment. I have deleted all the assigned roles except open application role but still user have all the access as in Prod environment.  can some help to fix this issue?  

We're pulling project status' as our attribute 9 from an ERP integration what is the best way to pull those values into an existing summary dashboard? I was going the UD8 route but is there an easier way through Memberfilter builder that I can go directly to that data?      

Hi, I am trying to run an elimination export where I am trying to pull data for elimination  under a hierarchy. If I am leaving the parent pov blank- I get the below error. Error processing Data Management Step 'Test'.Error processing data. The item was not found. Entity, Parent, -1. What should I do to dynamically pull elimination for a hierarchy.

Hello, I used to work on v7.4. When we worked on cube views, changes were saved in Cube Views. It worked perfectly. Recently I began to work on v8.0.0, I noticed that when changing a Cube View, OS opens a second window for the same Cube View under CV Groups of Workspaces. If we make changes in one of the windows without refreshing, and then we modify in the other window, it doesn't take previous changes into account. It's just like the issue when two persons work in the same business rule. Do you have a solution for this issue apart from updating OS version ? Many thanks in advance.

We have a client with a custom font that they would like to apply to reports that are exported to PDF. Has anyone come across this as an option? Thank you

Spoiler (Highlight to read)   Summary: Error processing Data Management Step 'App2App_Parallel_Step'.Unable to execute Business Rule 'App2App_Parallel'. An item with the same key has already been added.

The SQLTableEditor in question is used for user interactive CRUD pertaining to Rates used in a calculation.Use Case:I have a SQLTableEditor that holds rates.  When the table Save button is clicked, A BR saves the rates and runs a calculation.  The results of the calculation are displayed in an adjacent dashboard containing a DataGrid.  The DataGrid needs to be refreshed after the Save button is clicked.Question:How do I configure the SQLTableEditor to refresh the adjacent dashboard on clicking the Save Button, in a way similar to configuring the "Save Action" of other components?  

Originally posted by Chul Smith4/27/2020 How can I prevent workflows from being closed?

Would a P&L account that had a balance in Period1 but was uploaded with a $0 balance in Period2 show as a $0 account in Period2 or the difference between P1 and P2 (a negative value)?

I would like additional information on the setting in Hybrid scenario for Use Input View for Adj in Calculations. This setting is currently set to True but some of adjustments booked in actuals are not flowing to the Hybrid scenario. However if this is set to False, the adjustments are reflected in Hybrid scenario.