OneStream Platform Forums

I am building a balance sheet report where accounts will show on the rows. Under accounts receivable, we'd also like to show its payor breakdown which we use UD3 for the payor data. Is there a way to apply UD3 into the rows but only show for the accounts receivable section?

Dear community, we have requirement of pulling level 2 parent for a member in writing UD8 Dynamic calc, do we have any method of pulling it in writing business rule. Any solution to this will be very helpful and appreciated.    

HiCan anyone advice how to push OS data back to SQL server by using SIC gateway?We setup the SIC to import data from SQL servers to OS successfully in SIC business rule, but no idea how to push back data from OS to SQL by the SIC.Business rules created in Extensibility do not work like BRApi.Database.SaveCustomDataTable function.Thanks 

Hi Everyone.I have a DataCell that ends with a comma, and I wanted to know how I can remove it. Example Etc. UD6Id: -999, UD7Id: -999, UD8Id: -999, My issue is similar to the example, where after the UD8Id there is a comma with nothing following.  

Hi Is it possible to configure default group settings for a grid view? E.g. I've got a table here, and I'd like to configure the table so that it is grouped by the message column: Regards, Mark

I have a BI Viewer grid using 4 accounts. When I use these numbers in a grid or pivot chart, they can only be sorted alphabetically, or ascending/descending by the data. I would like to manually sort these numbers. E.g. My accounts are Automotive Expenses, Operating Expenses, Non-Operating Expenses and Total Expenses. I would like to sort it as: Operating Expenses, Non-Operating Expenses, Automotive expenses, and Total Expenses.  Is this possible? Thank you in advance.

Hi All,  We are using FdxExecuteDataUnit to export data to SQL tables for consumption by downstream systems. Is it safe to run FDX queries while consolidation/Data Loads is in progress ? Regards Sridhar 

Hello Community...       I can get only one cell data from using FdxExecuteDataUnit. But After that i want to get all data including Rows and Columns. So, For that any sample code...? or what format i need to use..?

Guys, We are using difference of  multiple CVR functions to get the value for a row, and it is working correctly in the Data Explorer , the data is also correct , but when we generate the report in PDF or Excel we are getting an error  in that cell with the name of the first row used in the CVR GetDataCell.For eg: If "GetDataCell(CVR(A1)-CVR(A2)-CVR(A3)-CVR(A4))" is the function , then the error displayed in the cell in PDF and Excel is "Error : A1" .Any idea why this is happening? Thanks

Hi, I have the following code that gives me an error: Object reference not set to an instance of an object. Dim listMbrEntityD As New List(Of Member) Dim dimpkEntityD As New DimPk(mbrEntityD.DimTypeId, mbrEntityD.DimId) listMbrEntityD.AddRange(BRApi.Finance.Members.GetBaseMembers(si, dimpkEntityD, mbrEntityD.MemberId)) I have debugged with errorlog but it doesn’t manage to print anything to see the values, any idea how to solve it?

We created a customized application support security group (Pseudo Admin role) which excludes the accesses of cube view form input, JE create/post and user security provisioning.  This is required by internal control as segregation of duties.  We updated maintenance group setting with this Pseudo admin group in all applicable components. e.g. Workflow profiles, Transformation rule, dimensions, confirmation rules, Forms/JE template, Dashboards etc.  The limitations we confront are that the following components are accessible only to the default administrators.  Can we enable the discrete security settings to those components instead of default to admin only?  Thanks!System Diagnostic DashboardCATExtensibility business rulesDatabase under System tab

Hi All, We are facing an error "Unable to execute Business Rule 'BusinessRuleName'. Select a valid workflow, scenario and year, when executing step from PowerShell/REST API. We are passing the parameters using the option "CustomSubstVarsAsCommaSeparatedPairs". Please help if the execute step and the execute sequence works for business rules with parameters using Data Management api from PowerShell. Please help me with sample code. Thanks & Regards, Lova Ramisetti.

Hi,  Does anybody know if it's possible to configure a Bound List parameter to show both the Name and the Description as the Display Member? It's valid for Member Lists but I get an error in Bound List parameters.   Lee  

Hi Everyone,I have requirement to run 4 data management steps in parallel, is there a way to run 4 data management steps same time? Thanks in advance.  

Hi, how can I recover a member that I remove relationship without deleting? I can't create it because exists,  

  Good morning, I am writing to inquire about the correct formula for calculating the difference between two values in the same column in a Calculated Field of a Report Design. For example, if I wanted to calculate the difference between the values 121.46 and 120.30 in the "Col0Value" column, what would be the exact formula to use in the Calculated Field? The data are read from a cube view data adapter (not MD). The image below shows an example of the data from the data adapter. Thank you.      

Hi there, I have a Workflow Import process that runs automatically via Task Scheduler. My question is, is there a way to capture the Invalid Intersections then send it via email? The idea is to get alerted via email without opening the application that the Validation failed. Regards Jesse

Hi All, Does anyone have the Consolidation and Planning in separate applications? If so, what are the reasons for having them separate or what are the challenges.

Hello Community - I am using multi select combo Box to pass periods selected by user back to business rules, receiving the selected periods in the BR but while executing getting error "Error processing Data Management Step".  Under Data Management I have set Time Filter as WFTimeYear_CopyFAPC=|!ml_WFTimeYear_CopyFAPC!| and  Parameters = WFTimeYear_CopyFAPC=[|!ml_WFTimeYear_CopyFAPC!|]. It looks like the Time Filter is not processing multiple periods from the Parameters, what is the correct way to pass these periods into the Time Filter under Data Units section. Thanks.

I am building a donut chart in bi viewer. I am using my Geography UD2 as the arguments. My member names are long: 'United States Region', 'Asia Region', etc. I would like to rename them visually for this report. Is this possible? I cannot rename them in my dimension library, and renaming them in the cube view with the :name() member expansion does nothing. Thank you in advance.

Hello, Is it possible to get the user who completed a 'Form Input' step in OneStream ? To clarify, I am able to do so for 'Import/Validate/Load' steps but I'm under the impression that it's impossible for Forms or Journals. Anyone with a similar experience ? Thanks Here goes my desperate attempt: Dim wfstatus As WorkflowInfo = BRApi.Workflow.Status.GetWorkflowStatus(si, mywfstep) Dim logusername as String = wfstatus.LastExecutedStep.StepLogItems(0).UserName ' (wfstatus.LastExecutedStep.StepLogItems is Nothing) = True    

I have an excel template. I had a DataList on a cell coming from another sheet.  I added the name ranges for the TableView as it gets data from SQl.  It used to work but it has stopped working and the DropDown of the list doe not happen. It shows the arrow for the partuclar cell but when you click it does not show the list.    Thank You, Indu

Hi Community... I'm trying to extract data from CV using FdxExecuteCubeView method..So, if anyone give sample code for that with respected method query means... It'll be very helpful to refer...     I want to know how we are passing values in this method...By CV POV...?Thank You...!

I want to navigate to a workflow from a dashboard button and thougt I found my answer in selecting the open page action and using "XFPage=Workflow".  This works and when i click the button it takes me to the workflow page using my current WF settings.  I was hoping to get more granular and go to a specific workflow and found in the Design and Reference Guide this example which I was hoping to explore: "XFPage=Workflow:NameofWorkflow"  Has anyone worked with this succesfully as I just cant seem to get it to work and not sure if there is some syntax nuance I am missing.  Using GolfStream as an example I am trying "XFPage=Workflow:Houston.Journals" as an example but nothing.  It stops going to workflow at all.  

I need help with keeping some CV formatting when exporting to Excel. The current CV I've built works just fine, but when the client exports to Excel, some of the percent values are truncated to the whole number and the '%' is removed. EX: OneStream CV shows a cell value as "35.6%", but Excel shows "35" I've tried to mess around with the Excel formatting in the designer tab for CV's, but I cannot get the setting to carry over during export. Any advice would be much appreciated!