Discuss the features and functionality of OneStream.
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Is it feasible to implement extensibility to an account dimension with data loaded?Currently, all base and parent accounts sit in the same TopAccounts dimension. No extensibility was configured initially, so the idea is to keep the base members in the same dimension while separating all parent level accounts into an intermediary dimension (AccountSummary) between Root and TopAccounts.Before:After:We were able to separate them out via XML manipulation, and the extensibility looks good within the hierarchy: It also seems to be correct based on the Extensibility solution:Additionally, since the base accounts are unchanged, we did not edit the primary cube dimensions.However, the data isn't as expected. For example, in our test QuickView, if you call a parent-level member in a member formula and do a .base expansion, it doesn't display the base members under the parent member.If you call out specific base members , data populates as expected. If you call out parent mem
Is it possible to pass a bound/delimited list parameter or an XFBR through a dynamic calc? I know you can pass a literal parameter through the calc but was wondering if anyone has passed through another kind of parameter?
Hi We are creating a book that loops over an excel export item to create multiple tabs (see below):Is there any way to add a named range around each exported cube view?Thanks,Mark
A client is asking to format the Report title header. They are making use of the "Export to Excel" button within a CV. The title via "Export to Excel" button in Excel is always the middle. Is it possible to format this for instance make it bold, left right etc? I have tried to format this via Cv Extender etc. Also via pageCaption etc. no luck there either.Of course you can go via de "Show Report" button and Preview - Export xls. But the client wants it formatted by the "Export to Excel" button.
Does anybody know if there is a dashboard that shows the Workflow Statuses for all workflows. Like the right click on workflow Status & Assigned Entities.
HiIs it possible to treat a dash/hyphen as a zero during a data import from a file?Thanks,Mark
Is there a way to make a column smaller then 1? I have a blank column to separate days out as like a border for data explorer but this seems to be to wide. I know another option is to highlight the last column in that section but we have hidden cells that may appear and I was trying to avoid writing a code for what should be simple formatting issue
Is it possible to suppress/hide rows based on the cell amount? I have tried to use the isrowvisible on the cell format on the row but it doesn't seem to work. It looks like you can only hide rows/columns based on header format?
Hello,Struggling today with a simple input form. For any entity I can write data, but not for 1 exception. I tried in workflow, or separate cubeview with varying dimensions which all worked before.Also for the same entity in other scenarios with a different scenario type I can write data.Authorization seems not the issue, after changing to Everyone it still shows as read only.Could something block the entity for input in a scenario?Thanks in advance for your any help!
Good afternoonI'm writing an extender rule to move some files within the application database file system and am using the following line of codeDim xffProcessData As New XFFile(xfiTargetDataInfo, String.Empty, xfeSource.XFFile.ContentFileBytes)I've highlighted the parameter that I am querying - if I hover over XFFile it says it is "xmldata As String". The process works fine in the example given, but I am curious what could be used in that xmldata parameter - what is it?Thank you!Craig
Hello all, My client recently upgraded to the most recent version of OneStream. Previously when loading data, the first line on the Load tab would show the total of bypassed records. We've noticed since the update, this no longer shows. Is it possible to turn this back on?Before:After:
Hi all,I am trying to find a way to set up a member filter where the member's text 1 field contains the name of an entity.My CV row setup is as follows:E#MyParent.base U1#MyU1Parent.base.where(Text1 contains xxxxxxx)in the above example, xxxxxxx should be the name of the current entity.So basically this CV should go through all the base entities and for each Entity, the U1 member(s) that display should only be those whose Text1 field contains the name of the particular entity.There must be a way to do this. The concept is simple. We use a lot of where() clauses here in our CVs but no matter what I try (i.e. where(Text1 contains |MFEntity|), where(Text1 contains |CVEntity|)); nothing seems to give that result. It either completely ignores the where clause and just returns all of the U1 member regardless or it defaults to the total U1 parent.This CV works perfectly if I select a single entity and ask for all of the U1 base members whose text1 field co
Hi,I have created a dashboard extender business rule that picks some CSV files from a server, save them in the File Share, extract some info from the file, then delete them.The issue I am having is to find the right folder to use to import and then delete the files.I initially used the Administrators folder in the File Share/Applications/Groups folder, but that folder is not visible to the not in the Administrators group, so the rule works fine for me but not for other users.Then I have tried using the Incoming folder, which let me import the files, but does not let me delete the files.Each folder in the File Share seems to have a different set of security properties, but that is not shown in the File Explorer. What is the purpose of each of the folders in the File Share (is each of them supposed to be used for a specific task?) and which one is better to use for my scope?Thank you
I am trying to get a stored value in Text1 from an Entity relationship:This is the code that at least does not give me an error when it executes but it does not return the Text1 value.Dim myScenarioID As Integer = brapi.Finance.Members.GetMemberId(si, DimType.Scenario.Id, "Actual")Dim myScenarioType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si, myScenarioID)Dim myTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, "2021M6")Dim myEntityID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVEntity)Dim myParentID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVParent)' Get relationship Dim relationship As Relationship = BRApi.Finance.members.ReadRelationshipNoCache(si, DimType.Entity.Id, myEntityID, myParentID)' Get the propertiesDim memProperties As New VaryingMemberProperties( DimType.Entity.Id, myEntityID, myParentID )' Get the stored valueDim Text1Value As String = memProperties.GetEntityRelationshipProperties().Text1.G
Hi Community, Do we have a method for adding Finance Business Rule for Cube view Report.Any solution to this would be very helpful and appreciated.Thank you.
In a DM Sequence with multiple DM steps (Data Import or consolidations) does the memory that each DM step consume will be released at the completion of each DM step OR it will be on hold till the completion of the DM sequence it is part of?
Hi,I have a user requirement to drill back to NetSuite Web URL from OS Cubeviews.In the NetSuite Web Page there are selection drop downs to select the Account, Customs and Time Periods. Based on the selection, detailed data will be retrieved from NetSuite and displayed in the NetSuite Webpage.They would like to auto populate the NetSuite drop downs (Account, Customs and time) from the OS Stage data (Drill down data) and display the detailed data from NetSuite in the Webpage.I understand we can drill back to the Web URL, however is it possible to auto populate the NetSuite drop downs from OS Drill Back option?
Hello,Im wondering if there is a way to hardcode a fieldtoken value when loading data from a csv. For example, I am using the below code:Dim fieldTokens As New List(Of String)fieldTokens.Add("xfText#:[Account]")fieldTokens.Add("xfText#:[Entity]")fieldTokens.Add("xfText#:[Amount]")fieldTokens.Add("xfText#:[EmpID]") '<-- Want to hardcode this to '99999'BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, .......)But I want to hardcode the results of EmpID to value '99999' before I execute the 'LoadCustomTableUsingDelimitedFile' command. Any help on this would be much appreciated!
The Formula for Calculation Drill Down will impact consolidation performance. Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases
Hello everyone,I have 2 scenarios in my application: Stat and Management. There is this one entity is not getting consolidated in the stat whereas it's getting consolidated in the management structure like any other entity.I realized the system eliminates receivables against this entity in the stat hierarchy even though the entity itself is not getting consolidated.1. Is it possible to make the entity behave differently in 2 scenarios using the ownership types? Design and ref doc basically does not say anything about the behavior of the methods.2. I don't want to map the amounts to IC None for Stat because the data is common between two scenarios.Any help is appreciated
Is there a way to filter a DataBuffer on DataType or StorageType? I'm running a business rule in T#2023Q3. This business rule gets a data buffer for an account. I was expecting the data to be for just the current period (T#2023Q3) which it does however it also brings quarters Q2 and Q1 which I was not expecting! I don't want this "IsDerrivedData" brought into my data buffer. How can I filter it out? ' ƒ WOW! - As we advance the Time we bring in the current and all prior periods. So 2023Q3 brings in data for Q3 AND Q2 AND Q2! ' Filtering by time doesn't work "RemoveZeros(T#2023Q3:A#A_BSRCarveout:C#None)"; IsDerrivedData, StoredByNoActivity dragged in, why?!?! Dim BSRCarveoutDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("RemoveZeros(A#A_BSRCarveout:C#None)")
Hi, Is it possible to pop up a message to all the active users of an application through a business rule? When the data load starts, we want to pop up a message that the process as started. Ragav.
I have a Dashboard with 2 Cube views that have the same columns and when they are on set to a grid on a dashboard, you have to scroll on them separately to go see data on the right. When I put them in a vertical stack panel, they have one scroll bar but when you scroll to right you lose the row names. When trying to put them in one Cube View, if you scroll down you lose the top part which is basically the totals summary. Is there any way to freeze pane data explorer in a cube view or freeze pane on a vertical stack panel so when you scroll right the row names stay on the page?
We want to make some forecast periods read only ( Data seeded periods from Actuals) in a Data submission cube view by referencing the period count submitted in another Cube View. Basically, this is to deal forecast data submission.Trying to achieve this by Dashboard XFBR string and that string is referenced into the Form template -> CubeView to make certain periods as readonly, so that they cannot submit the forecast data for those periods.Below is the script that we are using the get the Period count submitted in a specific POV( to start with, hard coded all the POV members)----------------------------------------------------Dim strActMonths As String = api.data.GetDataCell("E#FC_Seed_Entry:P#:C#Local:S#FC11:T#2023M12:V#Periodic:A#FC_Seeding:F#None:O#Forms:I#None:U1#None:U2#None:U3#None:U4#None:U5#Text3:U6#None:U7#None:U8#None").CellAmountDim iActMonths As Decimal = 0iActMonths = strActMonths.XFConvertToInt----------------------------------------------------We have called this into
Anyone have something they use? Seems like OS has never provided a nice little reference like this. Thanks in advance for anything anyone wants to share.
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