Discuss the features and functionality of OneStream.
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HiI am using a simple dynamic calc to hide an derived data. See below:The code itself works fine. However, in cases where the cell status was previously 'Invalid=True' is no showing as 'Invalid=False' which is impacting the suppress invalid rows setting on my cube view.Any thoughts? Or does this sound like a bug in the system?Mark
Hi, I am importing from the ERP i go the error intersection is read-only due to conditional input settings.when i click on load and transform i have this error. the transaction is related to IC account. when i changed the mapping to another IC account is works well. The issue is only for one IC account.(IC trade receivables) is there any fix for this?Regards,
Hi all except for the standard operators (+,-,*.....) are you aware of a complete list of operators that can be used in "api.Data.Calculate"? I have checked the official documentation with no success. In my case I would like to use the Absolute value in a formula that more or less shoud work in this way api.Data.Calculate("F#ABS_Element = ???AbsoluteValue???( F#ORIGINAL_ELEMENT) ) Thanks in advance for the help Marcello
I have a Reporting component that uses a rich Text sub componentand i want to bind multiple variables into it :Does anyone know what the correct syntax is syntax is ?Regards,
Hello, In the SQL table editor component, we can define namely the Schema Name, Table Name, Table Column Names, Where Clause and Order By Clause : However, I am using a Table that has encrypted data, so I would need to use my symmetric key when loading the table. For that, I need to write an SQL statement beforehand : OPEN SYMMETRIC KEY MyKey DECRYPTION BY CERTIFICATE MyCertificate; and a CLOSING statement : CLOSE SYMMETRIC KEY MyKey; However, the SQL table editor component doesn't allow to add these fields. --> Is it possible to add these statements when the SQL table editor opens ? Could it be done with a business rule ? More generally, how can we handle encrypted data ? Regards,
We are currently using something like this to pull in the Global Time on the email we send out after the automationDim gTime As String = BRApi.Workflow.General.GetGlobalTime(si) This works just fine, however we would like to also have the option to load by wf which works we just cant get the wf time to show up on the email. I cant find the syntax like I did Global TimeThoughts? Thanks!
Hello,I'm working in the excel add-in and creating a some reports for my company and was wondering if you can use Column Better/Worse in the add-in. I know you can with cube views or quick views, but those limit the formatting we want. The reason I want this is to be able to differentiate between account types when it's doing the comparison like it does in Spreadsheets or in Cubeviews.Thanks,Will
Hello, I'm trying to figure out a way to have OneStream perform profit in inventory eliminations.Currently we manually compile data in excel to calculate how much profit sitting in the inventory and at what common parent we need to eliminate it. These manual eliminations are ultimately loaded in OneStream via upload files.One thought is to setup custom input form in the workflows that would collect ins-&-outs of profit in the inventory and utilize Flow dimensionality. But I'm not sure if there is a better approach to this problem.
Out of curiosity, are there any folks out there that have opted to have some "Generic" users/licenses versus specific named users in their environments? A couple of places where I think a generic would be relevant is when giving auditors view only access to the application. If there is a team of 3-4 auditors who need view only, would it not make sense to just create 1 generic user?On the flip side, what are big reasons people choose to go the named user route besides the obvious ones of audit trail for data loads and form completions and workflows?Just trying to get an idea of how popular generic users truly are when I personally have only seen the named user route.
Hi All, My team and I need to create a dashboard that will help the user in bulk certify workflow profiles. the whole interface is similar to Workflow Multi-Period Processing(screenshot) but with few changes, which will only focus on Certify the workflow profiles for import trial balance step for multiple LEs at once and not multiple steps for 1 LE. This needs to be created under Dashboard process. Is there any guide or marketplace solution for this? any help will be greatly appreciated.
Hello there,I am wondering if there is any possible method to link a dashboard to a GridView. Upon clicking on a specific row on the gridview, I want to retrieve all row values (similar to bound param in Cube Views) & then display my dashboard based on those valuesAlso, is it possible to horizontally center columns in a GridView ? Thanks in advance
Good Day I am new to OneStream so forgive me if this question and the answer should be known but I have created a SQL table with values and I would like to take those values and write them to a cubeview. I am using a business rule and was wondering how would I do this. I am aware I need to make a sql connection so my initial code is:Dim sql As New Text.StringBuildersql.AppendLine(" SELECT * From x_BatchControl")Using dbConnApp As DBConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si)Using dt As DataTable = BRAPi.Database.ExecuteSql(dbConnApp, sql.ToString, True)Looking for any help on this. Thanks Rehaan
I need to be able to write a confirmation rule that checks for nodata vs a value of zero. Can someone help with the syntax I have this - Dim cellstatus As DataCellStatus = api.Data.GetDataCell("Cb#CimpressConsol:P#TotCimpress:C#Local:S#Actual:V#YTD:A#BS_NoMap:F#EndBal:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#None:U7#None:U8#None").cellstatusbut I dont know how to build the If to check on the result.
Logging with OneStream is great but when we all use the Error Log at the same time, things can get messy very quickly. Moreover, logging in a file instead of the Error Log can be very convenient when logging kickouts.The initial setup can be a little involving but once you get a knack out of it, logging in a file is as easy as using the Error Log.In this post, I will show you how to do the initial setup and then how to log into a file instead of the Error Log only when there is an exception or every time.This rule and methodology is the result of the genius work of Matt Ha and I am very thankful he shared it with us. Initial Setup In order to log into a file, you need to import a Public Business Rule, it will be called by the logger and it is available in this post (GS_GlobalHelper.xml).Side note, remember that in order to make a BR Public, you need to change the setting for ‘Contains Global Functions for Formulas’ to True. Setup of the BR to log into a file In order to call a Public
Hi all, is there a possibility to create a data source and give it a fixed file-name on an UNC path instead of having to select it in the user-interface? e.g. assume I get the file always put to \\fileserver\sharename\subfolder\filename.csv and want to directly load from there.If not, what would be the workaround?ThanksMarkus
Is there a way to make a WF Step only show up quarterly? We want to create a form for the BS Flux but it should be completed at Day 10 vs all of our other forms need to be completed on Day 7 so we were thinking to seperate the 2. We would only want this step to show up for the quarters. I know I can make the form only show up on the quarters but I dont want to have the users have to complete the Form, Process, Confirm steps on the off months. Willing to hear any alternative ideas on how to do this. We use Task Manager also so we want to know that the Day 7 forms are complete vs the BS Flux. My other thought is to create a dashboard and attach it to the Task and have them complete it but they are so focused on the workflow that we would have to be constantly reminding them.
Hi Team, I would like to know does anyone Implemented the OneStream Integration with NetSuite Cloud using RESTlets and I am looking for the right documentation and the details required from NetSuite cloud. Thanks
We are trying to Override account member in Column.we have 2 accounts being called in a single column, her we need to Override only 1 account member from the list of 2 accounts.Below is the reference CV.In the below screenshot we are having 2 accounts "A#100 and A#200" in Col2, here we need to Override only A#100 Account member with "A#300"Currently problem which we are facing is it overrides both "A#100" and "A#200" with A#300.Please let me know if we can overcome this by using some Business rules? Thanks in advance!Nidhi
Hello there,I am wondering how to use the 'Action' section in a GridView's configuration ... I tried something as simple as opening a Dialog (image below) but I cannot seem to trigger the event. Is there a specific place on the GridView where we need to click or it's not even possible ?Any kind of help would be much appreciated !
Hi all, We're trying to pass below listed parameters to the table view: Case Is = SpreadsheetFunctionType.GetCustomSubstVarsInUse Dim paramList As New List (Of String) paramList.Add("ParamScenario") paramList.Add("prm_UD4_Select") Return paramList Case Is = SpreadsheetFunctionType.GetTableView Dim objDictionary As Dictionary(Of String,String) = args.CustSubstVarsAlreadyResolved Dim objDataSet As DataSet = BRApi.Dashboards.Process.GetAdoDataSetForAdapter(si, _ False, "da_Capital_Reports", "Getfullreport", objDictionary) Dim dts As New DataTable() dts = objDataSet.Tables(0) Dim tableview As New TableView() tableview.PopulateFromDataTable(dts,True,True) tableview.CanModifyData=True Return tableview Case Is = SpreadsheetFunctionType.SaveTableView but the refresh sheet (via excel add-in) errors out as "Conversion from string "tu" to type 'Integer' is not valid.Input s
Hi All, Need assistance in posting a journal to eliminate the difference. I tried posting a journal using reporting currency (ZAR) to eliminate the difference, but it's not going through. The translation should be periodic. Anyone have any idea what I'm missing?
Quick Question I have a WF with a Form Profile and the form has Jan - Dec with an account. 1. I Created WF Profile and assigned it too the WF Profile form 2. Made the account as No Data Lock. 3. Input the data and saved and locked the WF Profile Form. 4. When I navigate to Feb I still able to see input data for Jan and the Form is not locked? Any Idea what I am missing?
Originally posted by Stan AllanWe have a client that wants to develop and interface from Dynamics 365 F&O to provide the GL transaction data to OneStream. Is there an out of the box solution? Has this been done before? We have done D365 to ePBCS but it required an export to a data file from D365 that is a manual process. The client wants this process fully automated. Thanks
Hello,Is there anyway to review the code behind a Method Query. In my example I am executing the "CertificationForWorkFlow" method query for many months and many scenarios, appending the resultant datatables and then performing a LINQ query to join the appended tables. After I am returning them to a grid object in a dashboard. Unfortunately I reach an upper limit when I ask for too many scenarios and quarters of time. Therefore I am interested in reviewing the code underlying the Method Query and modifying it in an effort to 1) not reinvent the wheel since the current Method Query returns to tables the data I want 2) see if a modifcation would perform better than looping through scenarios/time, appending the datatable records and then performing the join through LINQ. Thanks, Steve
Hey all,So we have built a data seedning between cubes for Predictive 1 2 3 and are using DataManagement data exports via Data mgmt export sequence to our input workflow profile.We have a hierarchy of maybe 100 member where we want to seed the parent member only (the total) excluding 5 accounts in oreder to make the transformation rules as friendly as possible. Are there any way in a member filter in the DM data export to exclude members from the hierarchy? I have tried .remove etc with no luck.Thanks in advance!
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