Discuss the features and functionality of OneStream.
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This post is to illustrate how to call a public function of a Finance Rule from within XFBR rule. The Finance Rule has a function called EntityText8 splitter, and I need to call it from within a XFBR rule. To make it work, first need to make the Finance Rule "True" - Contains Global Functions for Formulas (in Rule Properties) and refer to the specific rule assembly in XFBR rule properties (screenshot2). The XFBR rule reads: '-------------------------------------------------------------------------------------------------------------------------------- 'Returns the Entity in Text8 or emtpy '-------------------------------------------------------------------------------------------------------------------------------- 'BRString(SeedingXFBRStrings, Text8Entity, curEntity=|CVEntity|, curScenario=|CVScenario|) 'XFBR(SeedingXFBRStrings, Text8Entity, curEntity=|CVEntity|, curScenario=|CVScenario|) If args.FunctionName.XFEqualsIgnoreCase("Text8Entity") Then Dim curEntity
Would like to check if Quick View in excel can extract/pull - Annotations/Audit Comments/Variance Explanations from "View" dimension. Please assist. Thank you.
Hello,I made a Grid View containing all WF Profile statuses for the current period & cube: I am struggling to do one little trick, changing the column 'Status' icon accordingly ... In the Grid View, I am under the impression that it only recognises 'Status = 2' as green circle, 'Status = 10' as red circle and 'Status = 1' as Blue circle and 'Status = 0' as Empty circle. My question: How can I add 'Locked WF' image, 'Locked, Not Started' and all other states ? Is it possible to put an image of our picking in the grid view's status column ?Temporary solution:I Used the 'Report Designer', since it is the only component I found that enables me to choose an image of my picking but It's not as satisfying as having it in a BIViewer/GridView. Image below
Hi! I just ran a parcel and didn't receive an email. This has been working fine. The log shows it was successful. Email's not in junk folder either. Do you know what else I can check?
As the subject line writes, is it possible to disable/hide confirmation rules without deleting them? I'm revising our current budget work flow and changing the confirmation rules required. I'd like to keep the prior rules in case they are required in the future.
Hi All, I am building a roll forward form and I am able to get Beginning and ending balance through business rule. I am not able to input activity manually in activity roll forwards as the fields are disabled. Please see the attached picture. I have checked all POV and everything but could not solve the issue. I am attaching the picture of POV and flow member for your references.
Dear Community, we have a requirement to add Pie chart (BI Viewer Component) to the dashboard reports. we were able to see the pie chart when we ran the BI Viewer component but when attached to the dashboard it does not show the pie-chart. Here are the properties we used for the dashboard. Any solutions to this will be helpful and appreciated.
I have a cube view that utilizes a shared Row and Column set. The row set has roughly 300 rows. Is there a way to Supress NoData Rows across the entire cube view - as opposed to modifying the setting row-by-row? Thanks, Matt
How can I print DataManagement Sequence name? I have Consolidation email BR but within that email I want to print which Sequence consolidation is running for? Saurin
I am altering a cubeview that is pretty basic, one column and a handful of rows. This CV had a parameter to dictate the scenario. However, I have deleted the parameter from the cubeview rows and set the POV to my desired scenario. When I go to run the CV, I still get the scenario selection has a pop up. How can I get rid of these selection if the parameter is no longer being utilized in the CV?
Hello, We want to update the UD2 Text5 property from a workflow step (via a cube view or a dashboard, for example). Is it possible to do it? We don't find how to do it. Thanks.
Hi there - I'm looking to add a sparkline image at the end of my cube view / page. The cube view trends 13 months of actuals. How can I add this?
Hello, I am looking to build an Input Parameter and additional rule (if necessary) in which the User will be prompted to input the beginning of an Entity (eg. A123) and the Cube View will return all Entities in the rows which start with A123. (eg. A123_400, A123_500, A123_600). Has anyone created something similar to this? Thank you!
Hi everyone, I'm having a problem with the Harvest directory. Indeed, I have two batches running at the same time and which retrieve files from an SFTP to put them in the Harvest directory in order to load them into the WF corresponding to each file, for this I use this line coded :Dim batchInfo As WorkflowBatchFileCollection = BRApi.Utilities.ExecuteFileHarvestBatch(si, fixedScenario, systemTime, valTransform, valIntersect, loadCube, processCube, confirm, autoCertify, False) But with this line I do not filter the files present in Harvest. Is there a way to filter by file name inside Harvest which seems to be common and mandatory? Thank you for your help
I have an input sheet in which data can be entered for an override of another number. The Cell Status "Is Real Data" flag is used in a rule. If an override is entered in the early part of the monthly year but not later parts a derived amount of 0 is shown and it's "Is Real Data" flag is false. My problem is when I use the Data Management step Copy Data to copy to a new scenario. The 0 cells after the initial user input are now "Is Real Data" = True and "Is Derived Data" = False. My rule now treats these 0s as if they were entered by user and so doesn't work. This seems very wrong to me that the Copy Data step can't get the details of the Cell Status right. Can someone explain what to do here to preserve the cell status after a copy? Thanks.
Hi All- We are trying to create a BI Viewer to compare Current v Previous Qtr OPEX. We look at the end date (only two end dates possible of course) to create a Current QTR measure (max end date) as below. However, I can't seem to get the syntax for the measure correct. Not sure what I am missing which is generating the error below: A Summary Expression is Expected
We are capturing parent entity adjustments, and they are not rolling to C#Share. Any idea what the cause may be or how to enable this.
Hi All, I need a same base member in different parent members in Account dimension and it should aggregate to their respective parents, do i need to create multiple base members or I can use the relation, can anyone suggest what is the best way to achieve it. Thanks in Advance.
I have a requirement for a book to produce different views (i.e. Periodic, QTD, YTD) based on the WFTime. The periodic report should always appear no matter the WFTime, however the QTD Version will only appear in certain months. I cannot get the "if" statement shown below to trigger. I have an item to change a dashboard parameter present in the CV as well. Is my syntax incorrec on the "If" statement? Any help would be appreciated!
I have a delimited data source as matrix data to fetch opening, debit and credit flows. The credit amount comes in as absolute, and I need to factor it with *-1, but opening and debit flows must remain unaltered. As I need the data for RCM, it needs to be converted in Stage so I cannot use a Composite TR to flip sign on A#*:F#Credit. Any recommendations on how I'd be able to achieve this in the data source?
Could someone please direct me on where I can find documentation or training on how OneStreamEmail works? How it can be implemented, authentication used, etc.? I can't find anything when searching Design and reference guide.
Hello Everyone,I am using a Delimited List Parameter which results a list of comma separated values from SQL through XFBR.When i use this parameter in Dashboard, it always shows as blank when it starts up, even though i have set the default value property.Looks like its a limition at this point of time.Are the any alternate ways we can use the default value for Delimited List Parameter in Dashboards ?
Hi, I am trying to build in an if statement in a cubeview (getdatacell formula) on the cell amounts. In specific: If cellamount of CVC(col 10) > CVC(col 11) then CVC(col1) else CVC(col1). The reason why I am trying to do this in a cubeview getdatacell is because the col 10 an col 11 are referencing other columns and those other columns are referencing other columns in return. A workaround would be to recreate these column references in BR or create new members with formulas doing similar. But I am trying to avoid recreating this if possible. Hope someone have ideas.
Has anyone had success getting Journal audit data for changes to journals (not templates but journal entries)? I suspect they can simply be pulled from the AuditJournalHeader and AuditJournalLineItem tables but having issues. I only get one record in the Header table no matter how often I change a particular journal and nothing populates for the LineItem table. I feel like they are not completly working correctly or I don't understand fully how and what they are logging. I have tried to find a report in RPTA or other solution to see if I can figure out how its done but can't find anyting from OneStream for journal changes like there is for metadata changes. If anyone has tried to tackle this I would appreciate anything you can provide. Thanks in advance.
Is it possible to format cells inside a table in a report component so that the value displays as both a bar and a value similar to how it looks in the BI Viewer grid component in the image below? I am currently using a cube view to pull the data for my table in my report. BI Viewer table with cell values formatted as bars and values My report table is currently formatted in the following way: Any help would be greatly appreciated.
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