OneStream Platform Forums

Hey All,Looking into a case to get None entity member to appear for IC Matching. Are there any way to get None in IC Dimension to be listed under ICEntities? 

I have created new expense account and i want the existing expense account historical data to be moved to new account. do we have any DM job for this.

Hi,I've build an dynamically calculated account that should show the FTE YTD average, so that if the month is February it returns the average FTE of the Jan and Feb, if the month is March it returns the average FTE of the Jan, Feb and March, etc.It makes things a bit more complicated the fact that the FTE account is a balance account, so I cannot simply use V#YTD, because that would return the same value as the Period view. My draft version of the formula looks like this:(This is only intended to show you what i am trying to achieve. It only list the first 3 months and if only works for 2023).'Return the YTD average of the FTE accountDim iCurrPeriod As Integer = api.Time.GetPeriodNumFromIdIf iCurrPeriod=1 ThenReturn api.Data.GetDataCell("A#PP_Acc_FTE:T#2023M1")Else If iCurrPeriod=2 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2) / 2)")Else If iCurrPeriod=3 ThenReturn api.Data.GetDataCell("(A#PP_Acc_FTE:T#2023M1 + A#PP_Acc_FTE:T#2023M2 + A#PP_Acc_FT

Hello, I am seeking for assistance on header and cell format with conditional formatting. I am trying to add a top and bottom line to specific accounts in the "Show Report" function. Header Format used However, in the report, only the bold formatting is applied while the top and bottom line do not appear. Any guidance on resolving this would be greatly appreciated. Thank you. Thanks,Jacky

Hi,We have adjusted the top margin to all kinds of numbers, however it still doesnt seem to shrink. I have removed the log from the extender rule but it seems like there is a margin default. I have also tried to look at removing the blue line header to see if that helps but cant seem to find the proper rule for that. Any suggestions to get this top margin basically down to a very little space? The report needs to fit on one page so we took the font down and it works but would like to find a little more space if possible. Thanks!

Dear community, I'm using some confirmation rules but the output is not what I'm expecting. I'm using a very simple check to see if assets and liabilities are balanced, however it's not running on the expected entities. I have set the Calculation definition for 3 entities which are the parents of the entities managed in the workflow profile. These parents are actually linked to a "parent input" profile type, but all of their children are related to this workflow profile. I have then a confirmation rule that is looking for the assets & liabilities : args.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell( _ "A#00068:C#Local:F#F0999:I#Top:C#EUR:V#YTD:O#BeforeAdj - A#00084:C#Local:F#F0999:I#Top:C#EUR:V#YTD:O#BeforeAdj" _ ).Cellamount If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) = 0 Then Return True Else Return False End If    However when I run these confirmations as a user, I invariably get the output related to the POV entity

Is it possible to run a consolidation from Excel, is there a VBA that can do this?

I am interested in hearing from other users about the amount of testing that is done within your Finance and IT areas to upgrade OneStream to a higher version. Do you perform minimal testing of Cube Views, Quick Views, Workflows, Business Rules, Data Management, Data Imports, etc. or do you complete a full test of the application? Thanks…Bill Migrated from Champions Posted by Bill Walke

Hello, I would like to use the text 8 attributes that vary by time and scenario to show that an entity can move from a group A to a group B. I am using the UD8 dimension to do this, where all data are set in "None". This is working fine for base member entity. However, in my report nothing happens for parents : As soon as I look for the parent, all data are invariably reported on the "None" member, even though both parent and child entities are set with the same Text8 attribute. Am I missing something ?   Regards,

Hi, I have a CubeView with UD1 on column and account on rows.I have a setting for columns "Use to determine Row suppression". I cant find this option on Rows.I want column to expand if there is data in Row 1-2, but for Row3 I only want to show data IF there is data in Row 1-2. Row 3 will always have data for all UD1 members (column) but I only want to show it if there is data in Row1-2. So column suppression/expansion should only be based on Row 1-2. Is this possible to do in OneStream? 

Hi,Has anyone else encountered an issue where external links are appearing in user files? A few users claim that the original file did not contain any of these links. The users break the links and save the file only to have the links show up again when the file is opened again. These links also only appear for OneStream connect Excel files. Normal excel files do not seem to have this issue.Thanks!OneStream version 7.2.4 

Hello,Does OneStream allow recurring journals? 

Hello,I'm trying to create a 5 quarter bar chart trend in BI Viewer, but I can't get the time dimension to properly display the columns in the correct time order, it keeps defaulting to alphabetical (ie Q4 2022, Q3 2022, Q2 2023, Q2 2022, Q1 2023).  Does anyone know how to fix or adjust for this?Thank you!

Hi All,I want to copy Data seed from one scenario to another scenario.(example current year actual to Prior year actual Scenario with different rate.can anyone help on this

Hi all,  In my delimited upload file (trail balance) there are two columns that include amounts: beginning balance and the sum of periodic movements. The sum of the two is the number I want uploaded in the import stage.  Is there a way to make OneStream add an additional calculated column (source dimension) to the datasource with the sum of the two columns (so prior to transformation / validate / process)?  Any help would be much appreciated!

Hello,Is there an event handler or dashboard extender rule that could be used to stop a user from completing a workspace if certain steps are not completed first? I have a workspace that needs to be completed, but only after the import, journals and certain forms are completed first. We don't want to lock the workspace, rather when they go click the "Complete Workspace" button it gives an error message that they need to finish the other steps first. Thank you!

Hello Experts,I am trying to pass cube bound parameters to a BR to do something with it. I can read all parameter except Cube Name. For some reason it is blank. Anyone came across this issue?  Cube Definition:Reading in BR as below:Dim CubeName As String = args.NameValuePairs("DrilledCube")brapi.ErrorLog.LogMessage(si, "DrilledCube:- "+CubeName)

We are still in the development stage of our OneStream implementation.  We are currently running 7.4.  When v8.0 came out, I started doing some research on .NET6 (and 7).  It appears that Microsoft is more focused on CSharp than they are on Visual Basic.  I believe, eventually, Visual Basic will be deprecated.  With this in mind, and since we are still in development, I was thinking about converting our VB business rules to CSharp and using that language going forward.I would like the feedback of the OneStream Community before I take this project on. Thank you.

Hi everyone! I have two entity hierarchies, one in currency EUR, and one in USD. I need to create a cube view to retrieve the FX rates based on the parent’s currency. I’ve created an account, for example ClosingRate, as a DynamicCalc. I am using this formula to retrieve the rate: api.FxRates.GetCalculatedFxRate(rateType, cubeId, timeId, sourceCurrId, destCurrId)   For the destination currency, it’s straightforward: Dim destCurrId As Integer = api.Pov.Cons.MemberPk.MemberId But I am unsure how to set the source currency as variable, I usually either set it to EUR, or USD. Dim sourceCurrId As Integer = Currency.EUR.Id Is there a way to get a parent’s currency? Or, I had another idea. To create a Text1 property at the level of each entity base member, to specify the Parent’s currency. I can retrieve it in the script as a string, but after that I don’t know how to get the Id. Appreciate your help! Thank you!

I am using powerpoint xfdoc to pull CV using alt text. This cube view had 3 parameters, each with 2 or 3 values. The ask is to pull each combination of those parameter on a different slide of the ppt. Is there a way to achieve that outside of report books loop feature where I can only export it as pdf?

Hi,We are trying to Display User Time when we export the report to excel on Excel Header. We tried using this code, but it is giving us the UTC Time.If args.FunctionName.XFEqualsIgnoreCase("DateandTime") ThenDim localTime As DateTime = DateTime.UtcNowDim timeZone As TimeZone = TimeZone.CurrentTimeZonelocalTime = timeZone.ToLocalTime(localTime)Dim formattedTime As String = localTime.ToString("yyyy-MM-dd HH:mm:ss")Return formattedTime End If Is there any way to display the User specific Time?Thank you  

Dear Team,I saw this topic few times, but with none solution - hopefully this feature was implemented.Is there a possibility to set OneStream in dark mode? Thank you 

hi,Two account A and B needs to be subtracted in the source applicaiton and assigned to the third account on destination application  in the transformation rule for App2App copy process . Below is my Composite but its throwing error for one-one transformaton mapping.  TR Composite Rule:Validaiton error:  

Hi guyswe frequently work with data buffer (or sometimes even with setcell) and there's a problem for which I coudn't find a solution. E.g. we have an allocation setting the values to certain intersections in the target data buffer. If among all cells to write some of them are invalid intersection (not within the constraints of the account for one or more Flow/Ud element), there's no error and they are simply not written. From here: is there a function to test an intersection and check whether it's valid or not? Is there a function to do that for the whole databuffer without loops and get the list of invalid records?Even worse, sometimes the target members don't exist and we just get an error. But I need to log the data buffer and investigate each single row to identify where the problem is. Is there a function or a best practice to get a log with the rows in error in case the target members don't exist?We found this function(s) api.Account.IsFlowICOrUDMemberWithinConstraintM

I am debugging some business rules.  I would like to add a Console.WriteLine, but I am not sure where that gets written to.  I would like to avoid clogging up "Error Logs" and a simple MsgBox is not enough. Any suggestions on where to look? Thank you.