OneStream Platform Forums

I need to add a Form Channel (Workspace) to our WF's for informational purposes.  Is there a way to exclude this from from the Dependent Status check of the WF for certification purposes.  The channel is defined as a workspace so we can embed a SQL grid report.  I already have similar channels where I have added buttons that control certification/decertification, this just requires the user to select the channel and then click the button.  Trying to get around forcing them to have to select when they might not need to view the provided data.   Understand I could move to a Dashboard but want to keep it in the WF and visible to users. 

We are exploring pros and cons of enabling  Onestream access to our global users using Citrix / Azure virtual environment. Primary reason are, to reduce the .net installation in individual desktops, control excel temples from a central team etc..Could you please let us know if there any others who are using Onestream from a Citrix / centeral environment ? if yes, how is the performance impact of Onestream vs a normal desktop environment ? Do you have any learnings /feedbacks from their experience which you can share ?Any other items we should consider before taking this path of Citrix / Central Onestream access approach ?Thanks for your time and inputs. 

We are (officially) migrating our archived, pre 2020 data into OneStream (from our HFM archived environment) does anyone have experience with this, tips, and tricks? Our thoughts are only loading data into the entity and account dimensions since we won't need to transact as it's post-close/post-calculated data. Any advice or support would be amazing!

When i tried copying the data from one cube to another cube using Eval function with Buffer [Calculate(formula, onEvalDataBuffer, userState)], the data got copied at the base level but as soon as i consolidated it, the data got cleared from the same destination intersections.On checking the cell status of the destination cell (intersection), i found that the storage type is Calculation Whereas, if we use api.Data.Calculate(formula, isDurableCalculatedData), the storage type is DurableCalculation, and consolidation works fine after using this Calculate function.We do we have a boolean parameter to set the DurableCalc as True or False in the api.Data.Calculate(formula, isDurableCalculatedData) function, but i didn't see any such parameter or setting for Buffers [Calculate(formula, onEvalDataBuffer, userState)].How can i make the StorageType as Calculation to DurableCalculation for Buffers, so that the values doesn't disappear after consolidation ?   

Hello,Is it possible on the same quickview to cross both Time and Scenario Filter?For example I need the cross of  :Time "2022" with scenario "ESTIMATE"Time "2023" with scenario "Planning_2023M10"But I have some datas on 2023 cross ESTIMATE I don't want to see.Attached what I have and what I need.Thank you! 

Hi All,I am trying to extract data from cube view using FdxExecuteCubeView function and load the result back to cube through a connector. However, when I execute the workflow dataload, a "No valid DataKeys (Scenario / Time)" error occurred. I checked the log, it pointed out to be "Non-Numeric Amount ..................... 4" error On the log, I am able to see the data I extracted as this :4: Cube1, 568123, , Local, Budget, 2023, Periodic, 702151, None, BeforeAdj, None, 500100, None, None, None, None, None, None, None, 959.799999996It seems that the data was pulled right, but just the amount cannot be recognized as numeric dataOn Data Source, I did map "Amount" to the "Amount" column. I am not sure why 959.799999996 is not considered as an amount? Here is the mapping.   Here is the Rule itself. Case Is = ConnectorActionTypes.GetFieldList'Return Field Name ListDim timeMemfilter As String = "T#2023"Dim isTimePivot As Boolean = FalseDim useGenericTimeColNames A

Hi,I've been using a data management step (part of an archival sequence) to copy data between Scenarios and archive data. It has worked well in the past but now I'm getting below error when I run the step."Error processing Data Management Step 'step_SeedForecastMonths'. Arithmetic overflow error converting numeric to data type numeric.The statement has been terminated. (SQL Error Number -2146232060, 8115, 3621)"Any ideas as to what would be causing this ? I verified the data and I seems like the copy did work for the period selected however the error message still pops up.  Thanks in advance!JT

Has anyone switched External Authentication from AzureSSO to OktaSSO?  How did that process go?  Was it seamless or were there user login issues? I'm trying to get ahead of this as my company is looking to convert all logins to OktaSSO.

Of all the File Share types, the one I least understand is the "Contents" folder.  What is it used for? There are even three System Security Roles controlling its use, but no clue in the Design and Reference guide as to what we are meant to use that folder for.  Can someone please educate me?  

Hi All,I  want to get Last month ending balance in my MTD column of cash flow and last year ending balance in my YTD column of cash flow as you can see in above picture.Can anybody share with me the business rule? I have tried following business rule but it is capturing only at the end of the year balance.Dim currView As ViewMember = ViewMember.GetItem(api.Pov.View.MemberPk.MemberId) 'Current view member IDDim priorQtr As Integer = api.Time.GetLastPeriodInPriorQuarter(api.Pov.Time.MemberId) 'Prior QTR member IDDim priorQtrName As String = api.Time.GetNameFromId(priorQtr) 'Prior QTR name #End Region ' Bring in Beginning Cash and Ending Cash to the Cashflow hierarchy in FlowIf currView.Name = "YTD" Thenapi.data.calculate("F#CF_BegCash" & Target & " = RemoveZeros(F#EndBal:T#PovPriorYearM12" & Source &")","A#CashTot.Base")Else If currView.Name = "Periodic" Thenapi.data.calculate("F#CF_BegCash" & Target & " = RemoveZeros(F#EndBal:T#PovPrior1" & Sou

I have the following column member filter. S#Actual, S#Budget3, S#Actual:T#YearPrior1(|!Param_Time_Select!|)Period(|!Param_Time_Select!|), GetDataCell(BWDiff(S#Actual, S#Budget3)):Name(BW Diff), GetDataCell(BWPercent(S#Actual, S#Budget3)):Name(BW %), GetDataCell("BWDiff(S#Actual,S#Actual:T#[YearPrior1(|!Param_Time_Select!|)Period(|!Param_Time_Select!|)])"):Name(BW Diff), GetDataCell("BWPercent(S#Actual,S#Actual:T#[YearPrior1(|!Param_Time_Select!|)Period(|!Param_Time_Select!|)])"):Name(BW %)I'm needing to Conditional format the BWPercent column with %'s, and I can't figure out how to refer to that column with a conditional format that works.   Any ideas?

Hi!I am trying to do the following variance to calculate the incremental balance between 2 Qtrs but the time filter doesn't work:GetDataCell(Variance(CVR(Row8),CVR(Row8):T#PovPrior1)):Name(Incremental RWA EOP)Row 8 is also a CVR calculated row. I have Quarters in columns, so need to do the formula as dynamic as possible. 

I've seen an earlier post around this issue.  Was there a bug?  Is there a solution? thank you.

Hello,We are doing an implementation and my client needs to be able to have one legal hierarchie and one management hierarchie, the twist is I need to be able to share the accounts between the two.Example:Legal parent     AccountManagement parent     Account (Shared)I can't use extensibility because the two hierachies share no similarity whatsoever, the only thing they share is GL accounts. In my Oracle days that would be a piece of cake, but for some reason I can't make it work in OneStream Accounts dimension.Thanks in advance 

I am launching a business rule through a Data Management job for all the base entities of certain rollup, i.e, TopEntity.base. As expected, the code loops through all the base entities and executes the code. I want to log the POV passed in for troubleshooting purposes. When I log the message, it logs it for each iteration of the code. Is there a way to only log the message for the first iteration of the code to avoid logging multiple entries to the log? As a workaround, I have hard-coded a specific entity, but if I can avoid hard-coding that would be ideal. Below is the code snippet:#Region "Clear_Calculated_Data"If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("ClearCalculatedData") ThenDim sTime As String = api.Pov.Time.NameDim sScenario As String = api.Pov.Scenario.NameDim sEntity As String = api.Pov.Entity.Name 'Logging Info for Troubleshooting Purposes - Using Single Entity so message is not logged multiple timesIf sEntity = "Ent_005" Then Brapi.ErrorLog.LogMe

The same formula works in a quick view sheet but errors out in member formaule on UD8.If (Not ViewMember.IsAnnotationTypeViewId(api.Pov.View.MemberId)) ThenReturn api.Data.GetDataCell("BWDiff(T#[Quarter(|WFTime|)]:U8#None,T#[QuarterPrior1(|WFTime|)]:U8#None)")End IfThe error that I am getting once i run the CV -formula using in th QV sheetGetDataCell(BWDiff(T#[Quarter(|WFTime|)]:U8#None,T#[QuarterPrior1(|WFTime|)]:U8#None))  

Hi All,  For some reason, local entities are translating incorrectly to reporting entity - they are not using the FX rates given. The FX setting are to use scenario FX rate setting (see screenshot), not the cube.  When doing the recon - I identified the differences when translating (see screenshot). Additional, it's taking amount not reported in local entity, and reporting it to reporting entity.    What could be the problem?

I have scheduled a data management sequence to run every 120 minutes between a specified time range (7 am to 9 am) -- But the data management sequence is not being executed. There are no parameters needed in the data management sequence, and I have confirmed that manually running the sequence works without error. When I check the grid view in Task Scheduler, I can see the "Next Start Date/Time" column is correct. However, when the system finally reaches that time, the task is not executed, the "Count" column remains as zero, and the "Next Start Date/Time" column updates to 120 minutes later. I receive no system errors on why the task is not executing.I have confirmed the scheduling a one time task, or even a daily task works successfully.  Any help on this would be great.

Is there any check that we can put in the WF confirmation step to check the if the data that was loaded through import was actually validated?I have configured the confirmation rules group which will show error/warning based on the threshold amount for the v_ Accounts.But if the data is not loaded to the cube, the variance accounts would still have zero balance, so the confirmations rules are still green as its technically within the threshold amount. Need to check if there is a way to not allow the users run the confirmation rules at all without passing the complete Import-Validate- Load sequence.

Hi,sorry the basic question, I have noticed the Cube POV can be saved as a file (Save cube pov to favorites). However, I have not been able to do the opposite, to set the Cube POV from a file. How do I do that?Thank you

We are trying to do a multi-year planning application. One requirement is the ability to calculate out-months into the next year of the plan. One solution that would be very useful is the ability to run a custom calculation with a variable set of time periods.   "BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule" has an enumerated argument of CustomCalculationTimeType. One of the enumerations is "MemberFilter", but there is no indication or documentation regarding how to supply the member filter for Time periods to execute for.   Would anyone know how to implement this, or where I could find the details regarding its usage?   Thanks in advance for any information or leads.

Does anyone know whether it's possible to modify the Excel journal upload template to force upload to multiple individual periods from that one file?If it's possible, can anyone provide a brief how-to for setting something like this up?  The request is to be able to upload this to a forecast scenario so it's really outside the normal parameters of a typical journal.I know one easier alternative is to create an _ADJ member and just load the data to that but that's not the ask from the team.Would be grateful for any advice.  Thanks

When I ran the report book, the Default value of Parameters is not showing instead it is taking recent selected value.Please provide any suggestions.

Hello there,I made an Event Handler capable of retrieving all 'Transformation' & 'Validation' rejects in order to treat these irregularities automatically. The script creates a 'List' type of transfo rule in the concerned dimensions and populates it with all the rejected source values. The script works just fine for most cases. However, if the group of transformation rules has One-To-One mappings then the 'List' rule is just ignored (since One-To-One is prioritized over Lists).My questions: - Since I cannot afford to go over original One-To-One mappings & change target value to 'ByPass', how can I modify the order of transformation rule types(List then O-t-O then composite etc...) ? If not possible, how can I retransform my data at the end of import using 'List' transfo rules only ? 

Is there any better way of getting rid of these default TOP other then explicitly adding them in each row with Name tag?