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Hi, I can't seem to find a method in the api that accepts a substitutionvariable object and returns the string value of that substitution variable. Or just get a dictionary of all predefined substitution variables and their values. Is this or something similar available?
As we cannot filter the Tree member expansion, is it possible to create a custom Tree?If not as a custom expansion, perhaps a code that returns a tree i.e. XFTreeItem?Dimension:AccountParent1 + Member1 + Member2 +Member2.1 +Member2.1.1 +Member2.1.2 +Member2.2 +Member2.2.1 In the above account dimension, I dont want Member 2.2. I just want the ultimate Parent1, the next level (Member1, Member2), and all base members. The result would be something like: Parent1 + Member1 + Member2 +Member2.1.1 +Member2.1.2 +Member2.2.1 Thx
hi , Suddenly the custom calculate BR is not getting called from the DM step. The error log statements which added inside the custom calculate BR are not logged in as well. Below is the rule and the DM step.
I need to get a list of accounts based on what the cube view I created spits out. The cube view only has one row grabbing all the base children but has suppression on a column that will only show if there is a variance between 2 other columns. Each day the number of accounts with variances can differ and there is another column with a combo box for approve or deny. I need the list of accounts so I can provide the user with a mass approve or deny button
I have tried with the suppressions to make the cells that have 0 disappear but it has not been effective. In the first cell I would show how the data is arranged, and in the second image how I would like it to be
Hi,We have a CV that has first few columns Actuals and rest as Forecast. User can select the Base Entity and enter the numbers in forecast columns but only look at the Actuals numbers.We have situation where we need to show parent of entity member for Actuals but use that base entity to capture forecast amounts. We need this for just 5-6 entity members. Any idea how I can achieve this without writing complex business rule? Tried conditional formatting but no luckThanks,PM
Report Books LOOPS - A Loop is a sequence of instructions that will continually run a process as many times as is defined in the Loop Definition. For example, a book can be set up to loop through all the base entities under a particular hierarchy and generate an instance of the same Cube View Report for each entity. See you Building Basic Report Course for details - this is only a quick reminder that excel sheets are not the best way. Keep it all in OneStream. see this QuickTips course for details: 🤣 https://onestream.thoughtindustries.com/learn/video/quicktips-intermediate-reverse-engineering-a-report-book-part-1 Try this out on yout local OneStream App. 🕺We have a Report Book looping through a group called Clubs, a parent of children, NA Clubs and Europe Clubs etc. Screen 1 - Entity Dimension -Clubs, this books will loops through each group and sub-groups and children in clubs. The Book will loop for all entitie
Is it possible to use a Business Rule to save one Security group under another security group? If so, can you share an example of how this would be done?
We are working on uploading and downloading files onto OneStream FileExplorer. It is possible to fetch the encoded file from the FileContents using the SQL Query over the REST API. Similarly, is it possible to upload the data to the FileExplorer using the REST API? Any ideas would be much appreciated. Regards, Anusha
We are trying to create a form with external vba code to refresh automatically once the onestream addin- refresh workbook.
Hi All, In an event of OneStream primary database crashes during the month or year end of the Statutory Reporting when users heavily rely on the system, Could you please suggest the steps we will consider to reinstate the system. Thanks Amit
My rows are my UD3 Dimension, and I want to mimic a current Excel Report. I want to Left Justify the Description and right justify the UD3 Name so it basically looks like this. Boys garments B100Mens garments B110I have this Name function to reverse the Description and Name.U3#Root.List(B100, B110):Name(XFMemberProperty(DimType=UD3, Member=|MFUD3|, Property=Description)XFMemberProperty(DimType=UD3, Member=|MFUD3|, Property=Name))Based on that I getBoys garmentsB100Mens garmentsB110Of course I could add some spaces, but I have Descriptions that vary greatly.I just wanted to make sure I wasn't missing a statement could make the Member Name property to Right Justify. Any ideas appreciated, otherwise I just get the users to accept it in Name Description format.
Hello - I have a cube view that currently has two columns. The first is just base members of an account hierarchy, and the second is a dynamic calc UD8 that retrieves the text 5 value for each account stored by scenario type. The UD8 is working and pulling the correct text 5 values, however some but not all of the stored item text is delimited by semicolons. How can I split this text by semicolon into separate columns in the cube view?
You can only enter data for up to 12 months in any given Workflow. 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
hi,Am looking to trigger the Finance Business rule from the DM step.Below is my snippet , but the DM step is not triggering the finance BR . Thanks
Hi All, I have created a Cube view which has negative values in few cells with parenthesis format in OneStream, when i try to export the repot to an Excel am not getting the same format in Excel instead am getting "-" in Excel. I need the same format in excel while exporting. Can anyone suggest the formatting settings how to get that. Please find the below snaps for reference. Thanks in Advance.
Hi all, what do you usually suggest to clients as last step of a budget/forecasting cycle, to Close the workflow hierarchy or to Lock its workflows? I am just checking if there is any disadvantage by using one against the other. Also, is there a way of automating the closing/locking so that it is trigger on a certain date? I was thinking I can may create a rule encapsulated in a data management job and schedule that, but is there an easier way? Thank you
HelloI have created a "level 2" transformation rules on ICP dim in order to force certain accounts to be filled in specific fixed IC elements.Do I have: - "level 1" with One-To-One Mappings. - "level 2" with a composite filtering on the account A#[140305] "Level 2 Composite" is completely ignoredWhere am I making the mistake?Thanks in advance for the helpMarcello
Dear Community, We have a requirement to calculate the sums of two rows total for every month we run. We have a time parameter that is helping us to select the desired month. We used GetDataCell formula to calculate it for the particular month.for an instance if Jan period is selected - GetDataCell((Divide((CVR(Row1) + CVR(Row2)), (1)))*12):Name(Total) will be the formula to calculate the sum total for Jan. If Feb period is selected in the parameter - GetDataCell((Divide((CVR(Row1) + CVR(Row2)), (2)))*12):Name(Total) this should be the formula. The bolded part should be dynamic upon selecting the months selected in the parameter. If it's June the bolded value should be 6, If it's July it will be 7, and it goes on. When we are switching the periods, we notice the totals are not matching and the values remain constant. We have a requirement to make the totals dynamic when selecting the periods in the parameter. How can we achieve this? Are we need to w
How can we pass the selected row key using a bound parameter? I am trying to capture the selected row to a BR for further processing. I also have a supplied parameter to collect the bound parameter but it does not seem to work as a delimited list. The active selected items will be passed to the defined Bound Parameterfield as a comma delimited list. The Bound Parameter format will be as: item1, Item2, Item3. Please advise.Thank You,Indu
Hi all, I wonder if I can use the following code in a Cube Cell Format. "XFMemberProperty (DimType=Account, Member=|MFAccount|, Property=AccountType)"The idea is to flip value sign in case AccountType is 'Expense'. ----------------------------------------------------------------------------------------------------------------------------- If ('XFMemberProperty(DimType=Account, Member=[RowE1MemberName] , Property=AccountType)= 'Expense') Then FlipSign = TrueEnd If-----------------------------------------------------------------------------------------------------------------------------
Hi All,We are using a spreadsheet component to capture some drivers from end users in our application, how do we customize the ribbon of the spreadsheet component to show only OneStream option in the ribbon?If I do right click, "Customize ribbon", it lets me display only OneStream in the ribbon , but the customization is lost on refreshing the page. Any guidance on how to retain this customization would be helpful.
Hi,I have created some new balance sheet accounts relating to Right Of Use Assets, I have copied the structural dimensions from my existing fixed assets, so that every member property field matches. I use a generic cubeview for recording opening balance adjustments, when I key into all my other balance sheet accounts, then the derived value flows through the remainder of the year. This happens regardless of which is the first month I key into. However, for my new ROU accounts, it does not do it. The values just show as 0 and I have to key in the actual value manually each month thereafter. Here is some sample data to show what is/is not happening. Also, it does not matter which month is the first month.So what have I missed in creating these ROU account codes in the member properties ? They use the same flow constraint as my other fixed assets, so it's not that.Where else do I need to look ?CheersMark
Hi,We are trying to automate the Workflow to import, Validate, and Load data to the cube using the Business rule. Please let us know how to proceed as I am new to Business rules. Thank you.
hi , Am getting mutiple values from the databuffer for the same intersection. Database has Status1 ,Value1 then up to ...Status 12 ,Value 12... I beleive that only the Staus 12 and Value 12 combination alone has to be used but am not sure how it can be pulled in the rule , others are the past values which are stored for that particular intersection..Based on this value further calculation of % on UD 8 needs to be made. Rule: Thanks
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