OneStream Platform Forums

Do we have a function that can be used in a member formula that will calculate the average of the last 3 periods.Example: If my current forecast month is June, I want to calculate the average for the months of May, April, March for which I have actuals for a given account. Thank you. 

Hi Team,Maybe anybody knows where in the Database can I find table with Workflow statuses?I believe there should be such from default,Thanks! 

When using drill down to drill from a periodic value back to a connector business rule on a scenario that was loaded as YTD, is there any way to show the "Load Results from Imported Cell" as Periodic instead of YTD?  I would expect the drilldown to keep the same view.   

Hello,I'm trying to create a transformation rule for a specific entity that if it's a specific account (6189) it would go into a specific UD3. I'm not sure how to do this because there's 2 specific criteria needed, instead of being a 1:1. I'm new to OS, so all the tips and tricks help!Thanks,Will

Posting this because I searched for the answer before putting in a ticket with OneStream support (who were excellent, by the way).  One of our applications wasn't working in a lower environment.  The connection to the application SQL DB wasn't working.  Tried removing and adding it back using the OneStream Database Configuration tool.What the fix was:The “Invalid Connection” issue was due to the DB security settings for the service account user (that was running the OneStream server application).  Not quite sure what the issue was  -- it might have been the default schema for the user.  In any case, looking at the permissions for the user in the other application SQL databases where it was working correctly gave us the guide towards fixing the issue.

When I import Journal template via excel Journal name adds workflow,scenario and time to it. Is there way that it does not get added. see screen shot below for reference. 

I have used the FormsStausForWorkflowUnit method to check method of all forms. Unfortunately I'm not able to limit the amount of columns, is that possible? When I select 'Column Settings' it works only till the next refresh.Thanks a lot!

Hi All, One of client is facing strange issue while downloading certain files from file share folder. Apparently it is getting timed out while downloading the forecast file. File size is around 550 MB ( I checked the same file from another date which is around 515 MB and there is no issue for the same file)   There is no issue for any other files at the moment ( like Actual data or FX data etc )   Questions here are -   Is there any limit in terms of size for download from file share folder ? Is there any time-out settings where we can investigate for these errors ? Would deleting temp files from server help here ? ( considering error 10054 is about deleting junk files / temp files )   Just checking if any one seen these errors before for other clients.   Thank you.   Regards AJ  

1. It appears WF setup with a Matrix Data Source always imports ALL the periods updated in the Source file regardless of the WF Period I am importing from. Is it possible to limit it to Import only the WF Period?2. I have a source file that will be updated/changed with the entities being loaded every time when it is loaded via a WF.In Order to preserve the balances of the Entities previously loaded I am thinking to have Source ID same as my Entity Name as I don't see any "Merge" Mode Load Option in WF. Is there any other way or better option to load files in Merge Mode.3. If I want load granularity by multiple custom dimensions, In addition to the one custom allowed for WF channel setup, can I use concatenation of Entity & Account & Custom as Source ID to preserve the data previously loaded? Is there another way to achieve this OR any cons with this approach?

Is there a way to make a "Forms" (or any other) step in the workflow active only for specific periods, like quarter-ending months for example?

Has anyone tried to rename scenarios using a business rule to have a rolling set of prior forecasts. In this case the client is to trying to have weekly scenarios for the prior 5 weeks. Once a week they will be importing into the current working scenario and rolling each prior scenario back one week.I tried using the code below but get the error "Error processing Data Management Step 'Roll_CAR_Weekly_Scenarios'. Unable to execute Business Rule 'Roll_CAR_Weekly_Scenarios'. Error renaming member 'CAR_PrWk5_MTD'. Invalid parameter 'CAR_PrWk5_MTD'."Thanks. 

Hello,I am using 2 cultures on a server.I need to make some changes of entity properties from a BR.I know how to do it for properties like ALLLOWADJI can not find a way to change all the descriptions from the BR : I mean the Default + English + French.Any help appreciated.ThanksPS: I did read that 🙂 https://community.onestreamsoftware.com/t5/Rules/Update-description-of-a-member-in-an-Extender-rule-for-an/m-p/13158

We have 40 or so monthly Cert Questions over 50 Entities.  Currently we are running the report and then comparing answers to last months report to find any changes in answers.  Those changes require us to check on why.  From No to Yes or Yes to No, we have to check.  99% of the time it is a mistake in their answer.  Anybody ever thought of a way to notify the user before they complete the Cert of their WF.Don't see a Workflow Name option that does Confirm after Certify so don't think I could build something in the Confirm step.  Maybe at a parent level have a Confirm step that looks at all the children and does a compare and lets that level person know.  Anyway, any ideas to keep my brain churning is great.Clarke

Hi,I have a custom SQL table for people planning and want an ID field as my primary key. (The existing fields that would be good for a primary key need to editable (e.g. entry date) so I cannot use a set of existing fields as my primary key.  Setting a field as a primary key makes that field not editable.) My question is how to set a field's default with a SQL code, "select NEWID()" which generates a unique code?  I tried creating a parameter as a Bound List and SQL code with this query but when the dashboard with the SQL table editor is opened I get a pop up window asking for an input for this parameter.  How are primary keys normally handled in this case?  Thanks.

Is there a way to set the property of a dashboard button to disabled?  I have a dashboard that includes a number of button objects that execute various tasks, such as running a calculation, locking the workflow and so forth.  What I'd like to be able to do is to disable a button as part of a business rule so that the user has to follow a sequence of activities and can't, for example, keep pressing the calculate button on the dashboard. I don't see any property in the button object that supports enabled/disabled.

Hi all,I'm developing a dashboard that will likely be used by 10 different people. I'd like to lock the access to other users if one user has the dashboard already open (and maybe until he/she clicks on a button to unlock it?)Does anyone have a reliable approach to do this?Thanks in advance!

Does any one know if there is a BR command that can get the Workflow Name value from the Workflow Settings area of the Profile Properties (e.g. Import, Validate, Process) in a business rule?  To be clear, I'm not looking for the name of the workflow from the General section. I'm looking for the part of the workflow that determines the chevrons/bubbles that walk the user through the workflow steps Thanks,G  

Hello All,   I would like to know if there is any Activity guide document for OneStream Application design represents the process to build a new cube..   Thanks in Advance

Hi Team, I have tried to make a simple task - if user in not in group I would like to change a certification status to rejected.This code is in DataQualityEventHandler:Case Is = BREventOperationType.DataQuality.Certify.FinalizeSetQuestionairreStateDim sGuid As String = "419eeb3d-eaec-43fc-bc0a-cab5862323f10"Dim Guid_1 As New Guid(sGuid)If BRApi.Security.Authorization.IsUserInGroup(si, si.UserName, "GROUP",False) = False ThenBRApi.DataQuality.Process.ExecuteQuestionnaireSignOff(si,si.WorkflowClusterPk,Guid_1,CertSignOffStates.ProfileRejected,"Comments")End If It always returns "Certified", but should "Rejected":  Any ideas what am I missing?

Dear Colleagues,Did you build the XFSetCell feature to import text fields from a spreadsheet into an Annotation view? Any assistance on this matter would be greatly appreciated.Regards

Hello, The client that I am working with is moving from an import process consisting of loading .csv files over to a direct connector. The issue is that in the periods where .csv files were loaded, one UD was manually adjusted in the import file, and currently this allocation is not existing in the source system.   As an example, there is account 5000 with a total of 100$ which is spread across UD1 as following (in the .csv file): A#5000:U1#A = 20$ A#5000:U1#B = 30$ A#5000:U1#C = 50$ In the connector this is mapped to None, A#5000:U1#None = 100$. The client wants to keep the allocation of UD1 for the rest of the year, and continue with the YTD balance allocated across UD1 members, even after starting to import from the connector. My initial solution is the following. Let's say that from Jan - May they loaded .csv files and in June they start using the connector. In June, the data will load as YTD, but to UD1 None. I will have to make a reclass adjustment of UD1  from None to:

Is there any option for the users to see the Recent Pages they opened in the application? 'Navigate Recent Pages' allows the users to select and go back to a recent page, but this information gets removed when the session is closed. Please let me know if there is an option which persists between sessions? Thank you. 

Hi Team,Is it possible to check the Response from Certification Question in Business Rule?I was trying to change the Workflow status to Rejected in case someone answered "No". I appreciate your help

Is it possible to change the orientation of a report using a business rule?I can't see any options for it when creating a custom report task in a cube view.

Hi I have created a member list on Account dimension members to pull accounts with Account type "Balance Recurring". Now I need to use this member list in Finance BR  - Calculate Function Type to loop through this member list and copy data from December to Jan.I would like assistance on the syntax to filter by this member list on a data buffer function to pull the December data. Also I would like to know whether the member list will be executed one time and stored in the memory and used across all entities OR will it be executed for each entity when it runs through the consolidation process?I want to make sure using member list to achieve this data copy is performance efficient than directly filtering the members within the Finance Calculate BR using  api.Data.GetDataBufferUsingFormula("RemoveNoData(FilterMembers(A#Root.Base.Where(AccountType = 'BalanceRecurring')