OneStream Platform Forums

Hello,is there a way to grant access to unlock WFs by scenario. for e.g. we need the FPA team to be able to unlock budget WFs and the consolidation team to unlock actual scenarios. Currently, they both have access to unlock all WFs.Thanks for your help. Hadi 

Hi All,   I am using  Import , Forms and AdjInput   for Different columns in One Cube View but I want to Hide those names in the Cube View which are highlighted in Red color in the below picture, Can anyone suggest how to  Hide/ Rename those names?   Please find the attached screenshot for your reference         Thanks in Advance.        

Hello, did anyone find the OneStream Foundation Handbook useful for learning the software?  the copy I see on amazon is from 2021.  Are there different editions available?  thank you.

This is OS v7.4.1It is running in a Cube View Extender Rule.I've tried both CubeViewGrid.ExpandedRowHeaders  and CubeViewGrid.AllExpandedRowHeaders    expandedRowHeaders = cubeViewGrid.AllExpandedRowHeaders; int rowNum = 0; StringBuilder sb = new StringBuilder(); foreach(CVGHeader cVGHeader in expandedRowHeaders) { List<CVGHeaderItem> headerItems = cVGHeader.HeaderItems; sb.Append($"Row[{++rowNum}]:"); foreach(CVGHeaderItem cVGHeaderItem in headerItems) { if(cVGHeaderItem.MemberInfo.NameAndDescription.Length>0) sb.Append($"{cVGHeaderItem.MemberInfo.NameAndDescription}|"); } sb.AppendLine(); }    Using cubeViewGrid.ExpandedRowHeaders yeilds :Using cubeViewGrid.AllExpandedRowHeaders yeilds (ironically none of the nested members on Column2): I'm not getting the members shown in the green boxes:  

Hello OS Team,I am testing a few things in the latest version 7.4.1 and noticed something changes from 7.3 but was not mentioned in the release note - so just want to double check in case I missed something:For this Import step, I don't have anything configured in "Calculation Definition", in 7.3 I am able to Load and Process cube without any error, however in 7.4 - the "Load And Process Cube" only did the "Load" and when clicked on "Process Cube", I am seeing the following error.I actually like this change - could you please let me know whether this is indeed one of the changes in 7.4?Many thanksWei

An allocation business rule is not allocating the rates properly . Hence we would like to debug the business rule and also figure out which intersections are passed and what is the value and allocation rate used in allocation calculation . This allocation process involves a formula in UD7 member . Please advise how to see the messages used in api.logmessage . Should we need to create a dashboard to capture the messages that are logged while running the allocations. Again, we are looking for which members used and the value / rate used to allocate.

Every dimension needs to be defined in each Transformation Rule Profile created. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I am trying to write a parser business rule to pull out the middle portion of a date string from a data source. The file has the date as "1-Jan-23" and I want to pull out the Jan.  On the data source, I have the time dimension assigned to the proper column in the file.  The month is always 3 characters, and the year is always 2 characters.  I am getting an error that I am unable to execute the BR. Can I not use args.value for the starting point of my parser rule ?   Dim filetime As String = args.Value Dim filetimelen As Integer = filetime.LengthDim startpos As Integer = filetimelen - 6Dim month As String = filetime.Substring(startpos, 3) Return month

OneStream V7.0.1We have a Data Source that takes data file that has 12 data columns Oct ... Sep.The year for the data in the 12 data columns is a field "Fiscal Year", the first column of the data file.We have a Parser BR that is called on each of the 12 data columns that looks at the first field in each record to get the year and concatenates that with the M<number> month for each month column to give the correct Time dimension member in which to store the data.  e.g. 2023M1The problem is we're getting the row header "Fiscal Year" instead of the year value in the record, so the string being returned looks like Fiscal YearM1How do we get the year data from the first column instead of the column header? Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As ParserDimension, ByVal args As ParserArgs) As Object Dim fiscalYear As String() = {"Oct","Nov","Dec""Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep"}

Hi,Is there a report to check how data was entered into OneStream i.e. through Forms or Imports ? We are using cloud version of OneStream.Regards,Avijit

If you encounter an Amount field that has spaces as the thousands separator AND includes a DR/CR indicator (e.g. 12 345 678 D) then you'll need this to parse the value: Dim strRawAmount As String = api.Parser.DelimitedParsedValues(4) ' Zero-based and adjust for your columns! '----------------------------------------------------------------------------- ' If not empty then remove space separator and interpret D/C indicators If Not String.IsNullOrEmpty(strRawAmount) Then Dim strAmount As String = strRawAmount.Replace(" ", "") ' 12 345 678 D becomes 12345678D Dim strDRCR As String = Right(strAmount, 1) ' D or C on end of string? Dim dAmount As Decimal = Left(strAmount, len(strAmount) - 1).XFConvertToDecimal ' Strip D or C and convert to Decimal '----------------------------------------------------------------------------- ' Did conversion to Decimal work? If IsNumeric(dAmount) Then '

Hello- I'm trying to load Headcount into our Finance model as a statistic. The table has no not data fields, just people records and emp ID. When I try to put a "static value" override of 1.00 in the "Amount" source dimension, I get an error stating no data records were found. Any help on how I can load # of records to the "Amount" in the Data Source? This is a Rest API connection to UKGThank You!

 Seeking to improve efficiency for user management and security/audit review processes. The OneStream application is accurately showing the user assignments but it's only available in the OneStream application itself and the GUI is not very flexible in viewing the out of the box forms. We have already installed the marketplace solution "Security Audit Reports" which improved our capabilities through a user dashboard and different reports with user details, but it is also only in the OneStream application GUI. As a workaround we have been using the Load/Extract option to pull an XML file and manipulate in Excel. 

Im trying to create a workflow Event Handler that kicks off when lets say a period is locked April 2023 will then kick off a stored procedure that copies data from a table leveraging the wtk of the locked period.  

Summary Is there any documentation and/or sample code showing how to use the new "dbWheres" argument in a LookupRowFieldValue() function? Detail In version 6.8 (maybe earlier), if you use .LookupRowFieldValue() with your criteriaExpression (i.e. - your where clause) as a string you get a warning that this syntax is obsolete. It still runs, but obviously we shouldn't use it going forward. So, something like this now throws an warning: .LookupRowFieldValue(si, dbLocation, tableName, criteriaExpression, fieldToReturn, defaultValue) .LookupRowFieldValue(si, dbLocation.Framework, "SecUser", Name = 'Phil Brosnan', "Email", String.Empty) OneStream wants you to use a new Syntax that replaces the criteriaExpression with a list of where clauses in a dbWheres object. .LookupRowFieldValue(si, dbLocation, tableName, dbWheres, fieldToReturn, defaultValue) Unfortunately, there is no documentation or examples on what a dbWhere object is, how to create one, or how to pass that dbWhere object into your

Based on the XML, it looks like I need a reference to the OneStream.Shared.Wcf.CubeViewItem object that contains the CubeView.  The CubeView object doesn't seem to have a property for it's Name.Does anyone know how to get the name of the Cube View currently calling a Cube View Extender from within the extender rule?  

Hello, For Planning we use a scenario of type Model, on this scenario I do not find why consolidation on Revenue accounts is not working. The translation is working, but it does not aggregate or consolidate to group level. For accounts of type Flow (for volumes) it does work. Setting on the account is: Is Consolidated (Regardless of Formula Type), no formula is active on the account. Apart from that it happens also on asset accounts. I checked the Business Rule for consolidation, but couldn't find anything related to scenario or account. Any hints where I could look would be much appreciated. Kind regards Ben  

I have a BR that copies Actuals scenario data to a planning scenario (Mgmt_Actual).  It copies Post close adjustments that only exist for USD->AdjInput in Actuals from/to the USD->AdjInput and like Actuals there is no local data in the Mgmt_actual scenario.  I then try to copy the same data from the Mgmt_Actual to a forecast scenario.  But the calculate data writes to the Local->AdjInput (consolidation/Origin) member, not USD.  And when I run a consolidation it calculates USD with the Origin member AdjConsolidated.  I'm using the exact same code to copy (calculate)  the two scenarios.  Any ideas why one calculates USD->AdjInput, yet the other lands at Local->AdjInput? 

  Does the api.Data.GetDataBufferUsingFormula("FilterMembers(...)") only get cells that have values?  Is there a way to create a data buffer with empty cells?  Use case:  We need to to cycle through an account hierarchy and populate each base account with data from an intersection of a specific Account, UD2, UD3, and UD4 that are defined in the text fields of the particular account that is being populated. The other dimensions of the data buffer are limited to a single member (i.e.":V#YTD:F#End_Bal:O#Import:U2#000:U3#0000:U4#0:U5#None:U6#None:U7#None:U8#None")  

Hi, We are trying to setup REST API by following the OS documentation. Here we are using Azure as external authentication provider. We are able to get the token successfully, but passing back to the OS fails. Please advise on how to resolve this. Below the error message in Postman, "Error processing External Provider Sign In information. Token Validation Failed. IDX10214: Audience validation failed. Audiences: '00000002-0000-0000-c000-000000000000'. Did not match: validationParameters.ValidAudience: '3ace3d44-xxxxxxxxxxx-2651d589213e' or validationParameters.ValidAudiences: 'null'"

Hi All, We have 8 sibling Import workflows under one parent(Base Input Type Parent). We have one entity that's being used to load data in all 8 import workflows. Because we have good volume of data and multiple users loading the data to each workflow, whenever someone try to load the file through any workflow it is processing Load Cube for all remaining workflows as well and this process taking long time. It seems to be expected behavior of workflow design but Is there any recommendations that I can try to reduce the processing time ? Any suggestions would be much appreciated.Thank you. 

New install of 7.3.1.WebServer on one machine.  AppServer on another.When I attempt to access any of the WebServer pages, I am prompted with a very odd login page.The only fields on this page are a missing header_logo,  username/password fields and a login button.I tried to log in with the default Administrator password and it says "The password was reset and needs to be changed."  I have not logged in to OneStream yet, so the default password should not have changed.Since I cannot access OneStream, I am not able to reset the password.I have no idea where to start looking to resolve this one.Any help would be appreciated.Raymond

Hello Experts,  I have a requirement of calculating Cash_ADJ based a sum value of 2 different buffers.  If the sum value is Positive I have to post a cash_adj with value from bufSrc2. Is it possible to filter Buffer 1 and write corresponding buffer 2 value to result buffer?  Or the approach has to be completely changed for this requirement?     If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then Dim destInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("A#Cash_ADJ") Dim bufSrc1 As DataBuffer = api.Data.GetDataBufferUsingFormula("A#Cash") Dim bufSrc2 As DataBuffer = api.Data.GetDataBufferUsingFormula("A#Loan") Dim bufSrc3 As DataBuffer = bufSrc1 - bufSrc2 Dim resultBuf As New DataBuffer () For Each newCell As DataBufferCell In bufSrc3.DataBufferCells.Values If Not NewCell.CellAmount > 0 Then Dim resultCell As New DataBufferCell(newCell) resultBuf.SetCell(si, resultCell, True) End If Next

Every dimension needs to be defined in each Data Source created. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

We are creating a Dashboard for data integration and to execute consolidations (our process is multi step) ... We are wondering the following:Is there a Dashboard template out there for download so we dont have to build from scratch?Can animated .GIF be utilized in a dashboard or just static images?