OneStream Platform Forums

Hi,Are there any suggestions regarding best practices to store encryption key passphrases and SFTP passwords in OneStream, for usage by integrations ? How should those be stored ? We are using cloud version of OneStream.BR,Avijit

I have a complex expression on the amount field in a data source used to convert any non-local currencies to the local currency (see below). That complex expression currently runs on tabular data with the time period (CurTime) I reference to pull the FX rate in one field. I am now wanting to have this same complex expression used on a Matrix data source with time across 24 fields. Any thoughts on how this could be done? Is there a Column Number api I could use to define CurTime?   'This is to look to see if the entity is a non local USD entity and convert the USD data to Local Dim fields As List(Of String) = StringHelper.Splitstring(args.Line,",") Dim curEntity As String = fields(2) Dim UKEntityDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "iFinDept") Dim UKEntityDimTypeID As Integer = UKEntityDim.DimPk.DimTypeId Dim CurEntityID As Integer = BRApi.Finance.Members.GetMemberId(si,UKEntityDimTypeID , curEntity) Dim CurEntityLocCur As String = BRApi.Finance.

Hello,I'm trying to create a confirmation rule that looks if these two accounts have a difference of 10k USD or more and if so it looks to see if it has a comment (annotation) made by our user and if it doesn't it will fail. So far I got the first part to see if the value is over 10k, but checking it to see if there's a comment also is confusing me. args.ConfirmationRuleArgs.DisplayValue = math.Round(api.Data.GetDataCell("A#Bad_Debt_Comp:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 2) If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) > 10000 Then args.ConfirmationRuleArgs.Info1 = "Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) args.ConfirmationRuleArgs.Info2 = "CCM Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#CCMBadDebt:U1#Top1:U2

If I have data coming from a connector in OneStream, and then I submit a sheet having XfSetCell formulas, what values will remain in OneStream after consolidation (having the same dimensions intersection)? The data coming from the connector, or the data submitted via XfSetCell? Thanks!

Hi, I'd like to use the ClearStageData function within a business rule. I am already successfully using other similar functions like ExecuteParseAndTransform or LoadCube. This is the sample given within OneStream: Dim objLoadTransformProcessInfo As LoadTransformProcessInfo = BRApi.Import.Process.ClearStageData(si, wfClusterPk, sourceId)   The issue I have with the ClearStageData function is that I don't understand what I should pass as sourceId. Can any of you clarify it or point me to any relevant documentation? Thank you

We have several workflows that involve many steps.  The requirement is to have a button in a dashboard that runs the entire sequence or sequences.  This is coded and works.The problem is when running workflows using a BR, the UI status doesn't update unless the refresh button is clicked.  This action is not practical when operating in a dashboard because it closes the dashboard.How can I update the UI workflow status indications from the business rule?I need to go from this:To this:Without clicking this: Or leaving the dashboard.

Hi Team,For one of the Integrations, have a query on how to extract the incremental data loaded in a particular month in OneStream, so for example if you are loading data for May twice, and if we had 1000 last time and 2000 this time, client wants the change amount report Thanks,Dhawal

Hello,I am trying to limit the access of certain entities so they they can only see there own entites, i have it set up on the entities, cube, and the workflow profile so they have their own groups for each of their own set of data. The only issue is when they load their text files it is fine but when they run the transformation rules every line shows up as an invalid intersection and the error message is "No Security Access" for each line. I saw an article that recommended going to data access on the cube but i tested them empty and i tested them with what i thought the escalation rules should look like with no luck. So i wanted to see if anyone had any other ideas on possible solutions or where i might be wrong.Thank you

OS Version 7.4.2I have a SQL Table Editor in a dashboard.  Three columns: Date, Amount, Descr.  The user can edit Amount and Descr. No Inserts, no deletes.The table loads with a bunch of dates.  The user fills in amounts in records where needed. The descr and amount columns both accept nulls.With the "Save Data Server Task" set to "No Task", when an amount is added to one record (or several), and save is clicked, the following error occurs:With the "Save Data Server Task" set to "Execute Dashboard Extender Business Rule", I specify a Rule and get the same "Wrong Number of database rows" error.If I use the SQL Table Editor code supplied by OneStream in the Rule, the error in the log is:I'm trying another version of this which omits the use of the Using block. Same "Wrong Number of database rows" error and the log just shows "Unknown Error"  Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByV

Hello experts,How can we copy just data from an application to another?We have an on-premise setup and would like to copy data from prod environment to lower environment application.I know we can do simply do entire DB copy for that application, but it'll replace everything (like app artefacts).Is there a way we can just copy underlying data of an application? I noticed some data tables (BinaryData20xx, DataRecord20xx), but not sure if simply copying them will work. Thanks,Gaurav

Does anyone do regression testing when upgrading to a new version of OneStream or upgrading to a new version of a MarketPlace solution?  I'm looking for best practices, industry standards, etc. to more formalize this process for internal controls.  

Hello,we're trying to paralellize datamanagement jobs over years with this call QueueDataMgmtSequenceBut it seems the task called by this function is not running.Should we have missed something ?myTask1 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR1)myTask2 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR2)myTask3 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR3)myTask4 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR4)myTask5 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR5)myTask6 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR6)

Hi everyone-I am trying to create a reporting solution that can display data from two close calendar periods in a single cube. Is it possible to include two time profiles in a single cube?    

Hello,We have received a question from a client's audit team and was hoping someone could point to any documentation regarding this as I've searched but couldn't find anything. Does anyone, OneStream or otherwise, have access to the default 'Administrator' account that is in OneStream applications? It seems like it is used to run the automated tasks like taking system diagnostic snapshots. Just need to know if anyone can access the account or if it is really just for system tasks. Thanks.

How To Revert Completed Workflow and All Forms at a One-time for all workflow profiles.

Dear Team, I'm trying to use 2023 time member, to see all YTD values till today, but it seems to be empty.It doesn't make sense as we reported Jan-Apr figures. I have made a consolidation on T#2023 member, but it doesn't change anything. Am I missing something? Thanks!

I wanted to know if we have two or more Import sequence in a workflow(one for manual load ,other for direct Connect) and and we dont complete one of the import sequence - can we still lock the WF as a whole and have the green check mark?

Hi all.We have a spreadsheet rule that needs to pull a value from another database table.The lookup runs successfully in an existing Dashboard Extender, and I was initially requesting the amount by calling the Extender from the spreadsheet rule, but that only ever returned the default value, even though the lookup does have a valid value.Because that failed to return a value, I tried making the call directly, as shown:sOperational_Capacity = BRApi.Database.LookupRowFieldValue(si, "ExternalDB", "XFC_STEP3_DEV2_OperationalCapacity", objDbwheres, "Operational_Capacity", 9876).XFConvertToDecimalLocalNB: The 9876 is just a default value that is different to zero, so that I recognise it, and we use the ConvertToDecimalLocal to deal with French culture users.Basically, when I run the call from the spreadsheet rule (either directly or by calling the Extender rule), I receive the default value every time.This same code runs perfectly from the Extender BR, returning the correct value.I have also

Well, I actually have a question about this, but the subject starting with "Fict or Fiction" sounded cool to me. I'm pretty sure I read somewhere that in a future of OS, a limited web access will be restored, especially for those remote users inputting a small set of data in remote places in big organizations (e.g. accounting companies doing the book keeping for small remote subsidiaries of big organizations that are not really interested in installing and dealing with OS application for such a small task). But now I can't see anything about it. And I have the feeling I dreamed about it. Is this thing planned? By the way, I have some clients still running old versions where web access is possible. For me and few other people working there, navigation via web browser is incredibly much faster than with the OS windows application. Basically each click opens a page (e.g. dimensions or any standard page) nearly immediately, while at all other clients with OS applicaton, this takes from 1 s

Hello Everyone,I am setting up Azure SSO & getting below error when trying to login. Could someone point me to the configuration section that may be incorrect in this case?   IDX10214: Audience validation failed. Audiences: '<GUID>'. Did not match: validationParameters.ValidAudience: 'null' or validationParameters.ValidAudiences: 'api://<GUID>, <GUID>'.  Thanks,Hiren 

Hi,Can we create a database table in OneStream Cloud that we can customize with our own data/columns and run report of? Any document that I can refer to?Thanks in advance,Mikki  

Hello All,We have created a weekly forecast dashboard for our users (weeks are mapped as scenario, e.g. Week1, Week2 etc.) and intend to restrict them to current week scenarios only to avoid posting to a wrong one.Currently we use parameter, where users select the current week from a drop down and input data, Is it possible to provide them access only to the relevant scenario (week) instead of giving them a drop down, without admins having to make changes every week?

Hello,We are currently building our workflows and don't understand the difference between pre-process and process. we have forms built out and we hit save to send the data through so I'm not understanding why they are needed and what is the difference? We have a process button at import as well so why would we have to pre-process in the review/form step of our workflow.  

Hi there,I'm testing out the capabilities of OneStream for a PoC. Is there any way for a front-end user to add new members to, e.g., an account dimension through a component of a dashboard? Ideally using a variable specified within the dashboard.In the example screenshot, I want to enter a name in the text box, press the green button, and have the specified name added to the dimension of the cube view below.Thanks!! 🙂

Hello all,After entering the data in excel add in, unable to refresh the data, excel page showing blank only, please help me on this issue.