OneStream Platform Forums

Hello, Can we figure out sibling sort order for existing members and add the new members at a specific position in hierarchy through extensibility rule? Any samples would be helpful.

Hey everyone! Wanted to reach out and see if there was a simple way to include banded rows (every other row highlighted a different shade) into CV formatting within the application. Thanks for the help!

Hello, I was wondering if it is at all possible to add a type-ahead functionality in the SQL Table Editor. I have tried to assign a Bound-list (via SQL query) parameter to the column but nothing is returned.  Reason to use this is that I have a large list of values to look up from, so fitting those in a delimited list instead would really hinder the performance of my dashboard as it would take very long to open. Thanks, Miguel

When i go to create time profile, i can see Months and weeks. Is there any documentation available how to create days?

Hi,  I am trying to create a column in cube view, and that column must average based on columns (out of the 4) that have data and ignore the column with 0 or no data. Denominator will be based on number of columns with data e.g. if columns 1 and 2 have data, then 2/4 will be the denominator. Numerator will be data that exist in those 2 columns.  Any idea how I can achieve this as Onestream doesn't support such requirement on prebuilt settings.   

Does anybody know in which table are Transformation rules mapping stored? Thanks

Hi all, Does anyone know what's the command line to delete a security group using an XML file? equivalent to the action="delete" for metadata for instance. Thank you Regards p.s.: there's this way using an extender rule: Bulk delete security group 

Hai everyone,             I am trying to access the data from excel through business rule and use it in the business rule.If anyone know the VB.net code,please share with me. 

We have a TransformationEventHandler that adds missing members that is kicked off by the  Select Case args.OperationName Case Is = BREventOperationType.Transformation.ParseAndTrans.ProcessTransformationRules 'Suspense Invalid Members If suspenseInvalid Then Me.XFR_HandleProcessTransRules_SuspenseInvalid(si, globals, api, args) 'Create Invalid Members If createInvalid Then Me.XFR_HandleProcessTransRules_SuspenseInvalid(si, globals, api, args) End Select Our security profile assigns different groups to each workflow's execution group. This prevents users in one entity from seeing or executing workflows for another entity. When a user in an execution group tries to import or retransform data, they get the following error: Unable to execute Business Rule 'TransformationEventHandler'. Security Access Error. User is not authorized to access workflow profile. We can avoid this error by setting the ManageWorkflowProfile security role to the same group

Hello,I have a dashboard on a workflow and the profile name is Workspace, Certify. I would like to be able to batch certify this node but I cannot because I believe the system is expecting me to manually Complete the Workspace first. Does anyone know if it is possible to either auto complete the dashboard workspace or not have to complete the workspace.I am able to batch certify once all of the node have been manually completed. Thanks!Laura

Hi All -  I have a requirement to automate the data load from ERP to OS every couple of hours and it is an On-Prem ERP.  My below is my approach. 1. I was able to integrate the ERP to OS using the Smart Integration Connector. - Completed.2. I am thinking that If I can Invoke the connector rule in the extender rule then I can schedule using the DM. Does that work ? Can I call the Connector rule ? if not any other approach available ?Please Suggest.Thanks. 

Is there a way to have a nested parameter with different dimensions? Example: If I select Year = 2020, the next prompt will ask me to select a Scenario The example I saw in the Design & Reference Guide used the same dimension, so I'm not sure if this is possible. 

Hello, I an trying to write a calculation to divide one number by another one and have it to flow into a new account. Below is the formula I am using, but I am not getting the date to calculate. Can someone assist on how to write it correctly.    Calculate("A#mpg test","Divide(A#33010, A#33005)",deptFilter)

We’re looking for some kind of way to reference dates in the transaction matching custom filter. For instance I need to be able to reference an attribute (like A9 = ‘ABC’) and also only pull items for D1 = yesterday and then pull another attribute (like A9 = ‘XYZ’) and also only pull items for D1 = two days ago. So the filter would look something like: (A9 = ‘ABC’ and D1 = yesterday) or (A9 = ‘XYZ’ and D1 = two days ago)

I am trying to get prior year actuals in the same column as current year actuals.  The code i am using in the CV is above.  This result pulling back in YTD prior year but I want monthly value for prior year.  

I am trying to export Data including dynamically calculated accounts using a DataBuffer (Not just base members but all intermediate levels).I can do this by looping over Accounts+U1+U2 combined with GetDataCell()... but it is unbearably long and inefficientI am wondering if we can use a data buffer this way ? If not what would the best method be ?  Dim MFEntity As String = "E#TopEntity.TreeDescendants.Where(Text1 Contains 'myValue')" Dim lstofEntities As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Entity_Dimension", MFEntity, True) Dim MFAccounts As String = "A#Root.Base.Where(AccountType = 'DynamicCalc')" Dim lstofAccounts As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Account_Dimension", MFAccounts, True) Dim lstofAccountsStr As String = String.Join(", ", lstofAccounts.Select(Function(x) "A#" & x.Member.Name).ToList()) For Each myEntity In lstofEntities Dim mfDataBuffer As String = "FilterMembers(E#" & myEn

Hi All, Can someone explain to me how the StageLoadToFinanceResult table could be empty?  It's my understanding this table gets populated after each load and it's what OS uses to determine what to clear out prior to reloading data from the same workflow.  I am looking at an application with no data in this table which is baffling to me even after performing a load.  Can someone provide an obvious answer to this....perhaps I am not thinking of something obvious. Thx,Mike

Hello all, I'm repeatedly seeing a warning about "A virtual machine in your environment has maintained allocated memory over 85 percent full for the last 12 hours".  In your experience, what's the best way to chase down the root cause or contributing factors to alleviate this?

Hi,  Is there anyone who succeded copying attachment files one period to another period ? There is a getdataattachment function, however I don´t see setdataattachment.  Thanks in advance  Buket

Hi, We are facing a strange issue with Excel QuickViews.  When a non-admin user tries simple quick view, user is getting below message. But when admin tries, he is getting all of the data in single page. We have tried changing all the settings on Max rows, Max seconds, almost 100s of combinations (from 1000 to Billion) but no luck.  Any thoughts on why this is happening? We are using slice security for users. Page 1. Use row paging buttons in Task Pane.

I have a number of column definitions that will use the same Row Range in the Row Overrides.  I would like to use a parameter or XFBR for this, but neither seem to work for this specific field in the Row Overrides. i.e. I can only specify row names. Below is an example of what I am trying to do. Has anyone accomplished this?  

Hi, I have a workflow with a certification as the last step. I can change the status of the questionnaire every month except December. I am an administrator user.  Dec:     Nov:         Do you know how to activate the option in December? Regards, Sara.  

Thought I would share this from one of our Distinguished Architects: Although uncommon, but occasionally happens: Someone closed the workflows! This usually happens during or just after end user training. You’re probably wondering ‘how do people do this when it’s not something we show them?’. Your guess is as good as mine especially since a dialog box opens to ask them if they’re sure they want to close the workflows. So then the next questions are: How do I re-open them? Who closed them? Can I prevent it from happening in the future?   Answers: Go to the top workflow for the scenario and year that was closed and you should see Open WF (step 3).         To find out who closed the WF, you select the cube root WF in OnePlace for the specific scenario and year that was closed. Then in the right window, right click and click Audit (your menu might be slightly different from mine).         In the pop up window, expand Manage Workflow

Hello, I am working on a client that already had OneStream implemented.  I am now tasked with introducing additional functionality.  I am experiencing an issue I have not seen before.  When I am in the dimensions page, searching a dimension using the binocular function.  I can search the name and see all of the names pop up in a window.  I then am able to select one and when I click View in Hierarchy the wheel spins and spins, never taking me to the location of that member.  I did notice if I do those steps and the wheel starts spinning and I immediately close OneStream down and go back into the dimensions it opens up with that member I was searching showing on the screen.  So in this case it is faster for me to perform the search, exit, log back in and see the result.  Has anyone else experienced this?  And I have worked with clients that have much larger dimensions than the one I am searching on and have not experienced this. Thanks in adv

We are trying to create an advanced chart using a secondary y axis and are running into issues.  We referenced https://community.onestreamsoftware.com/t5/Implementation-Q-A-Archive/Question-In-Advanced-Chart-component-of-a-Dashboard-can-you-show/ta-p/1551 blog which explains how to code the business rule.  However, there is no place within the chart to reference the cubeview and when we run the dashboard, we get an error message stating the data adapter type does not match the chart type.  Any solutions or if there's any document we can refer to which would show end to end flow around the cubeview, data adapter, business rule, and chart?  Below are screenshots of our data adapter, chart, and dashboard error.