OneStream Platform Forums

Hello,  I have created a Workflow Import Step for Year End Adjustments and I want this specific step to only show up for Month 12 in OnePlace. I don't want users to be able to see this step for every period. Is there a way to do this? Thanks,

Hi Everyone.  How can I make an element not open with just one click, but with two clicks or more?

I am trying to update a slice security line using sql. I have been able to update the table on the backend but when I go into OneStream Cube -  Data Access - Data Cell Access Security, it does not show what the table was just updated to. It seems to want an ISS Restart in order for it to update in the Cube Data Access Section. I have also tried using a literal parameter on the member filters and an XFBR to make the changes I want after a button is pressed. Is there a way to update the Slice security without having to restart OneStream besides manually updating it every time?

Hi, Is there a way to perform a force consolidate in a BR? since running a datamgmtsequence isn't working properly for me. Example: Select Case api.FunctionType Case Is = FinanceFunctionType.CustomCalculate 'If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Test") Then 'api.Data.Calculate("A#Profit = A#Sales - A#Costs") 'End If brapi.utilities.ExecuteDataMgmtSequence(si, "PLN_Consolidate_AnyScenario", Nothing) End Select And with this, the consolidation doesn't run; I'm not sure if I'm missing sending information or something like that.

May I have an example of how to use "DynamicCalcTextInput" Formula Type? I cannot find the place to put text annotation without using data cell annotation.   

Hey guys! I am working on an Dashboard to present workflow status.... i got this: The query is: {Total GolfStream}{|GlobalScenario|}{|GlobalTime|}{}{}{RowType <> 'A'}   How can i remove the ones that have Central in the name?   Thanks!  

Hi, All!  I am unable to submit (cubeview form) from an Excel workbook which contains many unrelated sheets.  Leaving the workbook as is, I enter a new number in the form and click submit, but nothing happens...No error message, but it doesn't overwrite the existing number., so it isn't working. However, when I randomly delete a few sheets from the workbook, eventually the cell will turn yellow when I change the number, but submitting the data still doesn't update the number.   But when I delete a few more sheets, the cell turns yellow and finally the data is submitted.  Since it is resolved by shrinking the size of the workbook (original size is 3.23 MB) it seems to be a memory issue.  Is there a fix for this or even a known root cause?  Not sure if the issue is Excel and/or OneStream or something else.  The user would like to keep all of the sheets in the file.  Thank you!   🙂   

Hey all, We are currently looking into BI Blend and use it for our Sensible Machine Learning solution that we are about to implement. The initial plan is to use two BI Blend instances one for  historical data which is very detailed data with a long historical range. And a second for a more short term forecast period. Our ambition long term is to be able to use our Forecast BiBlend table data in our Planning process and our regular  Cube and Scenario.  Do anyone have a recommended approach to migrate data from BIBlend into cubes? 

If I have a dashboard gridview of Stage table data, is it possible to execute a drillback to a source system directly from the gridview?

Hi all,  I am facing an issue regarding my ability to reference global objects between two different business rules, one of which is a finance business rule and the other of which is a connector business rule. To be more specific, the flow goes like this:  First, I execute the finance business rule function that generates my global object, which is a DataTable, from a connector business rule:  BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si, "Utilities", "GetDataTable", povInfo, CustomCalculateTimeType.MemberFilter) Then, in the GetDataTable function of the Utilities finance business rule, I create a DataTable and save it as a global object: Dim dtCEDR_Integ As New DataTable("CEDR") 'add data to data table globals.SetObject("dtCEDR_Integ", dtCEDR_Integ) Then, back in the connector business rule, I try to get that global DataTable object. Dim dtCEDR_Integ As DataTable = globals.GetObject("dtCEDR_Integ") However, when I attempt to import the

Hello, I was wondering if there's a way to dynamically load a flat file once per year for a specific month. We load data yearly for our CapEx Budget and was wondering if you can assign a static value such as |WFYear|M1? I tried it but failed so right now I just hard keyed it.  Yes, I can put the time in the column the data I load comes in with no time period in the field because it's a YTD amount, but I just wanted to make it as dynamic and no chance for human error in it. Thanks, Will

I'm trying to use the DataBuffer.GetFilteredDataBuffer() function which returns a DataBuffer.  This function takes two parameters as follows: 1. DimTypeForFilter as DimType;  If I'm filtering for accounts this is DimType.Account.  DimType.UD1 for UD1, etc. 2. Now I'm having trouble with the second parameter.  memberIdsInFilter As Dictionary(Of Integer, Object) I find no examples on this.  Please help with an example.  

Has anyone found a use for the brapi function CreateSessionInfoForAnotherApp? If yes, can you please explain it as I cannot seem to find any documentation on this function.  This is the example I'm seeing in BR: Dim si As SessionInfo = BRApi.Security.Authorization.CreateSessionInfoForAnotherApp(siSource, appName, openAppResult)   How do we setup the siSource sessionInfo parameter? Assuming that siSource needs to be initialized with info from the sessionInfo from another active app connection? What can we then do with the si from another application? 🤔  

Hello again, it seems that the error was not completely corrected, so I have the same problem as my previous post. Scenario 'Forecast 2023M10’s workflow settings do not allow input for Time member ‘2023M9’. I know this is a bit strange, but I need to modify values from the previous month. For example, now that I’m in November, I want to affect September. In February, it allows me to make these modifications because it’s still possible, but I want to do the same for the following months. The function value gives me as a form and I believe it is necessary to pass it to import, but I have no idea how to do it. For Each strItem As String In ({"Amount", "Annotation"}) Dim listTargetDC As New List(Of DataCellEx) For Each drResult As DataRow In dtResult.Rows Dim dcpkTarget As DataCellPk = drResult("DataCellPk") If strItem.Equals("Annotation") Then dcpkTarget.ViewId = BRApi.Finance.View.GetIdFromName(si, "Annotation") End If

How do I see if my OneStream application has Drivers based forecasting? Is it a separate module or workflow profile?

Hi All,   I have a dimension hierarchy like Account1(parent) and Account2(parent) hierarchy members in Account Dimension and i need those base members in the same row/column. I tried adding those members and got below error, can anyone suggest how to resolve this. Thanks in Advance.

Hello, We're building our Planning module and was wondering we have management fees that we get from our corporate office. They come in as USD. Is there a way that we can load in USD and translate them back in to Local Currency for the entities? This is a one time yearly load and didn't know if it was possible or if we have to calculate it to local currency and then load it? Thanks, Will

Hello, I am trying to insert an excel file (tab) into a book that will export to excel. The purpose of the file is to insert a tab as a separator between report tabs so that the name of this excel tab denotes the type of reports that come next. I am having trouble inserting an excel file so I have created a work around by creating a blank cube view and giving it the output name that I want it to have and then brining that "report" into the book, but I don't feel like I should have to do that. If anyone has any knowledge on adding an excel file to a book, that would be great. Thanks!

Our team uses cubes views for reporting.  Often times they will highlight a cell for analysis purposes in a separate color, however when they refresh the cube view the color reverts back to the original color.  Is there a way to keep color, upon refresh.    

Hai Everyone! Does any one know business rule to create a new member in a dimension using business rule by extender.If anyone knows please let me know and Share me the VB.net code.

Hi everyone. I have a problem with setdatacells, and it sends the following error: Scenario 'Forecast 2023M10’s workflow settings do not allow input for Time member ‘2023M9’. I know this is a bit strange, but I need to modify values from the previous month. For example, now that I’m in November, I want to affect September. In February, it allows me to make these modifications because it’s still possible, but I want to do the same for the following months. The function value gives me as a form and I believe it is necessary to pass it to import, but I have no idea how to do it. For Each strItem As String In ({"Amount", "Annotation"}) Dim listTargetDC As New List(Of DataCellEx) For Each drResult As DataRow In dtResult.Rows Dim dcpkTarget As DataCellPk = drResult("DataCellPk") If strItem.Equals("Annotation") Then dcpkTarget.ViewId = BRApi.Finance.View.GetIdFromName(si, "Annotation") End If Dim dcTarget As New DataCell(dcpk

Hi Everyone, Here's a (hopefully!) simple question to see if anyone has done this... I want a confirmation to run but only after T#2022M12 and onwards so that if a workflow was ever run in the past for some reason then this confirmation rule would not be triggered. I've played around with the Frequency Member Filter in confirmation rules but haven't got it to work. I want to to say something like: "Where Time > 2022M12" but obviously in the correct syntax. Is something like this possible? Thanks! Richard

Hi all, I'm bit new in developing rules in one stream and I have a simple question. I'm trying to retrieve the accountId member name from a member formula on the account itself. I'm using the below code but it seems api.Pov.Account.Name is not working, if I replace it with the account name it works. Dim AcctName As String = api.Pov.Account.NameDim AcctId As Integer = api.Members.GetMember(DimType.Account.Id,AcctName).MemberId Any suggestion?

Hi All, For a Bi Viewer Dashboard I use a Cube View which calculates values with a GetDataCell calculation. I display the values in a line chart. The values are displayed correctly, but the calculated variable name in the legend does not match the defined name in the Cube View calculation, instead the first used account name from the calculation is used. How can I use the name I defined in the cube view cell in BI Viewer, or if it is not possible, how can I rename the variable name manually in BI Viewer?

Im trying to create a formula for one of our Statistical Cal accounts.  Its a derivation of of a calc we already have.  However the line will no compile even when I copy the existing formula completely. Return api.Data.GetDataCell("(Divide(A#1200:I#None,A#TTM_Net_Sales_wo_IC)) * 365)") I can compile the existing account without issue, but when I copy this formula into the new account I get an error