OneStream Platform Forums

We are using Datalake as a centralized repository for raw data coming from D365, the goal is to integrate Datalake with Onestream directly but we are running into a "NO_BROWSETTABLE set to OFF" error. Our DEV team can stand up an azure sql server and write the data to that server....Doable but not ideal. How are you all setting up Integrations with non-odbc connections?

The below code copy the Prior Period FX Rates from one Type to Another. This will read the currency from the application properties. I have hard coded the Period but you can use WF or Global or Param and call in the DM/Dashboard.       'Get the Period Dim CurrentPeriod As String = "2021M1" Dim PriorPeriod As String = "2020M12" 'Get Currency from properties Dim objAppProperties As AppProperties = BRApi.Utilities.GetApplicationProperties(si) Dim currency() As String = objAppProperties.CurrencyFilter.Split(",") 'Add FX rates For Each c As String In currency Dim fxRatePkUsingNames As New FxRatePkUsingNames("AverageRate", PriorPeriod, c.ToString, "USD") Dim objFxRateUsingNames As FxRateUsingNames = BRApi.Finance.Data.GetStoredFxRate(si, fxRatePkUsingNames) If objFxRateUsingNames.Amount > 0 Then Dim fxTargetRatePkUsingNames As New FxRatePkUsingNames("ActPriorMon", CurrentPeriod, c.ToString, "USD") Di

Is there any way to format a number for the FORMULA DRILL DOWN to show as more than two decimal places or format the output as a percentage?  I have some factors that are applied against another account that need 4 or more decimal places to look like they calculate correctly.  In the example below, the number should be .0588.

I am building a data adaptor for journal entry information using  command type: Methodmethod type:journalforworkflowunit query:{Cons}{Actual}{2022M9}{All}{JournalStatus='Posted' and UD7name='CONS_ADJ'} i would like to be able to pull multiple months of journal but it seems that the query only accepts single month values as the third filter. it there a way to pull all months prior to and including my filter) like 2022M9.allpriorinyear

Originally posted by Andrea Tout7/2/2019 Has anyone ever had a data source that is two columns for the amount and they have to be added together in the file *-1? 

Dear Community, Can we export a hierarchy/hierarchies into a relational table? For an instance if I want to export the complete hierarchy of any Dimension into a table view format whether it will be possible?  I could see we have a Load/Extract to extract the metadata for a hierarchy, is there any other way to showcase or export into it in the form of tables? 

We seed actuals into the monthly forecast, but headcount isn’t pulling over and we’d like it to for reporting. I found where the business rule is for this process and can see it is currently set up to just pull Income Statement accounts.  I just don’t know how to update/change it to include headcount (our headcount is a statistical account).  

Hi Has anyone used a data adapter using the WorkflowStatus method type? It generates a field called TotalStepCount. The number of steps usually equates to the number of steps in the Workflow Name, but not always: I understand that this is because a single step in the workflow name can actually represet multiple steps (which are included in the TotalStepCount), but I think this is context dependant - i.e. varies depeding on the other steps in the workflow. Does anybody have a way of seeing exactly which workflow(name) steps are being counted in the TotalStepCount field?

We have a dashboard with a button that displays a dialog for user entry.  The base dashboard has a cubeview that needs to refresh based on the values modified via BRApi.Finance.Data.SetDataCellsUsingMemberScript() calls.  We are using a XFSelectionChangedUIActionType.CloseDialog task result to close the user entry dialog.  Is there a way to programmatically refresh the base dashboard?  

Hello Team,We are in planning of upgrade from lower version to higher version and looking for best and stable version with out any issues.Also could you please guide us best planning approach to implement this activity.Thank you. 

Hello - we recently updated the stored values in the Percent Consolidation property in several large entity hierarchies, so there are 3 stored items with different time periods for each child. We found today that when we pull data using a YTD view, whether in the Excel add on or a cube view within the Windows application, the consolidated numbers on the parent do not match the children when the latest stored value is applied to the child data. However, we did find when the view is changed to Periodic the consolidated parent data matches the product of the child data and the current Percent Consolidation. Is this issue related to the Consolidation View on our Actual scenario? Its currently set to Periodic. If this helps, our Consolidation Algorithm Type is Standard.

I need to test if a workflow channel is locked in a BR before performing the BR actions.  Can I test if the channel is locked?  How?

Hi all,I need to make a calculate icon in a dashboard visible based on the form status. Based on another post in the forum to check the workflow status, tried below script to first check the workflow status and return true if completed and false if not completed.It throws error message as "The given key is not present in the dictionary".Kindly enlighten on the reason for this error message and on how the form status can be checked. Thanks

Hi All,Ive got a problem with transformation/load cube workflow steps in our build, It has been in our applications for over six months (an older dev application has the same problem). This error doesn't seem to cause a problem in our data although may affect a dimension we put into our application for future use, I want to isolate it regardless. The error is an "Object reference not set to an instance of an object error" and doesn't actually stop the workflow step from completing, making it difficult to track exactly what is going wrong. It also doesn't flag when compiling all business rules being only apparent whilst running the rule. This error occurs on all the load/retransform steps I have tested although that doesn't help much as a lot of our transformation rules overlap.Id really like to know if there is a way of viewing which business rule is failing on running these processes but cannot fathom how, is there a way to do this? Thanks,Tom 

Hi all,I'm working on a Dashboard Extender BR where different processes will be triggered depending on the button selected by the user on the dashboard.The BR is structured this way:The two parameters shown above (p_scenario and p_yearmonth) retrieve the value for Scenario and Period from the WF.Every time the user clicks on a different button, two variables are assigned the value of WF Period and WF Scenario as shown above. The process works fine for all of the dashboard buttons except one. When that one is clicked, the values of WF Period and Scenario are not retrieved. The two variables shown above are left as empty strings. Any idea what might be causing this? I'm using the same formula for all of the buttons:Dim Scenario As String = args.SelectionChangedTaskInfo.CustomSubstVars.XFGetValue("p_scenario")it works fine on all buttons except that one Thanks in advance for any help on this!

I have been trying to give a couple of our users access to the Database Page in the System Pane. I created a new security group named DatabasePageAccess (and SystemPaneAccess) and add another security group and 2 specific users to this new group. I then changed the security group on the System Security Roles for the DatabasePage System User Interface Role to "DatabasePageAccess" and SystemPane to SystemPaneAccess. Asked the 2 users to test it out. They were able to see the System Pane now but cannot see the Database page still. I have been going in circles and cannot reason why they cannot see the database page when I seem to have done it all correctly. Has anyone else ever seen this?System Security Roles Screenshot from User (does not show the Database page as an option)  

I set up a Hybrid Scenario with a Data Binding Type of "Copy Input Data from Source Scenario." I tried following the example in the Design and Reference Guide (below) for the Origin dimension, where the properties are as follows:      - Member Filters to Exclude: O#Top.DescendantsInclusive      - Pre-aggregated Members: O#Top=O#Import     When force consolidating, I get data in both O#Import and O#Elimination, but O#Top for my source scenario and hybrid scenario agree. Is there any way to only copy data into O#Import? As a side note, if I change Pre-aggregated Members to O#Top=O#Elimination, I only get data in O#Elimination. Thanks! Molly  

Dear Team,I'm trying to check if value of a specific column is <> 0, if isn't I would like to inform user by some kind of Message Box.I was trying to use SaveDataEventHandler, but the issue is this value is not inputted by user - it's calculated by UD8.Do you think there's any another possibility? Thanks a lot! 

Hi Experts,I have subsidiary entity where it needs to be consolidated 100% but with other line of adjustments as belowNCI calculation on equity portion/Share capital elimination.in HFM, We used to write on default consolidation rule first and then method specific rule on top of thisif same thing is to be applied in Onestream, can i follow as below ?If entity method is subs thenStep1 api.ExecuteDefaultShare() to consolidate every account 100% firstlyUser defined tagging=> Text tagging to Equity related accounts to pull accounts for NCI portion calculation.Step2 Text specific Source accounts are reversed with Minority portion(%) into Elimination member and same writing to offset NCI account into the Elimination member like HFM ??  

We worked with OneStream to set the Inactivity Threshold to 90 days but discovered inactive users are not automatically Disabled after 90 days - only flagged as 0 days of "Remaining Allowed Inactivity".  I'm assuming we could create a Business Rule or some other process that could query OneStream security data within the system to confirm users who meet the "Remaining Allowed Inactivity" = "0 Days" criteria.  Manual review could work as well but not preferred.Any suggestions on how this could be automated in OneStream?Thanks in advance.

The display of the parameter shows 2 Accounts selected but when retrieving the parameter in the business rule only the first one is passed.If I display the list box selections on the dashboard it shows the correct selections, comma separated.If a comma is in the string that is passed to the Business rule, only the information before the comma is recognized. If there is no comma, the whole string is recognized.     Label:Copy  '|!Prm_SourceScenario_QMC!|'  To '|!Prm_TargetScenario_QMC!| ' For  A# '|!Prm_SourceAccount_QMC!|' , T#'|!Prm_SourceTime_QMC!|' , V#'|!Prm_SourceView_QMC!|' , F#'|!Prm_SourceFlow_QMC!|' Button:{CopyQuorumToForecast_QMC}{Prm_SourceScenario_QMC=[|!Prm_SourceScenario_QMC!|], Prm_TargetScenario_QMC=[|!Prm_TargetScenario_QMC!|], Prm_SourceAccount_QMC=[|!Prm_SourceAccount_QMC!|], Prm_SourceTime_QMC=[|!Prm_SourceTime_QMC!|], Prm_SourceView_QMC=[|!Prm_SourceView_QMC!|], Prm_SourceFlow_QMC=[|!Prm_SourceFlow_QMC!|]}  &n

Hi Experts,I want to limit my cons member only to "Elimination". can I use "api.pov.cons.Name.XFEqualsIgnoreCase("Elimination")"

I am going through the process of making an application multi-language. There is one area that I cannot work out and it is an important element: Certification Questions. I am using XFStrings to hold the translated text and this is then used on Cube Views, Dashboards, Confirmation Rules etc. Certification Questions do not execute the XFString function and there is no event I can find for building the Certification Questions form. Does anyone have any ideas?

Hi Experts,When do we exactly use DataBuffer1, DataBuffer2 in rules. while we have databuffer in api.much appreciate if one example can be provided atleast

Hi All,We have an issue where we are unable to delete an entity member from the hierarchy.We get this error: "Unable to delete member 'XXXX'. Error removing member. Member 'XXXX' has data.How can we clean the member 100%, so we can delete it? Thank youRomario