OneStream Platform Forums

How to install the Golfstream demo application on cloud? I have downloaded the GolfStream65 references material from MarketPlace. After unzip it, it was some .mdf and .ndf files. Since I'm on the cloud version, I am not able to access to the server. What is the possible way to install the Golfstream demo on cloud version?

Hi EveryOne!!!! Dim resultDataBuffer As DataBuffer = New DataBufferDim destinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("")Dim dataBuffSource As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(F#myF,A#XYZ.Base)") For Each sourceCell As DataBufferCell In dataBuffSource.DataBufferCells.Values BRApi.ErrorLog.LogMessage(si,$">> {sourceCell.GetAccountName(api).ToString} {sourceCell.GetFlowName(api).ToString}" ) Executing the code above I would expect to get base level accounts of node XYZ with Flow Member myF. However, I am getting the base level accounts but the Flow member is XFCommon. XFCommon is not even a Flow dimension member! Any ideas what I am doing wrong !? Thanks!

Does anyone have a piece of code to clear data on the origin Forms member for just a few accounts? The api.data.clearcalculateddata is not possible (data is not calculated) and api.data.setdatacell doesn't work. Thanks. 

We are loading files into OS that have substantial amount of data, for some reason I am able to import the file but upon validating, I do not see any kicks out or any error, the validate tab stays the same and Load tab remains greyed out. I am unable to load the  cube. Anyone else experienced this before?Thanks GSJ 

I am looking for an option to read the parsed Excel file XFD range and check if it contains any #Value! cells. I am able to find a point in TransformationEventHandler business rule to capture the parsed data (TransformerObject.Parser.DelimitedParsedValues), but it's not giving all parsed data every time and giving only few lines sometime.Can you please suggest some solution to validate Excel file XFD range before loading it into cube.Also where can I find the details of the classes in OneStream specifically for OneStream.Shared.Engine.StageRangeContent

Hello Everyone,We are setting up our Consolidation and Planning application.In Consolidation we would like to set up workflow by entity (legal entity) to support consolidation.In Planning application, we would like to set up workflow by Business Unit to support planning activities by BUSINESS Unit Owner.any thoughts on how we can set up workflow as described above?Thanks, 

My client is using the 7.2.3.14520 server and getting an error message that says:Unable to log on User ''.  Your client XF version '7.2.14520' is incompatible with the XF server version '7.2.2.14307'.We get that error message when using the URL or the (7.2.3..14520) Windows client.  Same error. We are able to click through and login.Any ideas?

Hello, When I execute a Data management sequence or a custom finance function, I have this pop-up that will be shown to the user : Are there any ways to customize what will be shown to the user in this pop-up ? For instance, I want to  customize the message that will be shown in the blank text field below "0% Complete" or the message next to the task when it is running : Many thanks for your feedback ! Regards,

Hi, We are working on Consolidation application with 'OOB and Store share' algorithm type. Came across an requirement to eliminate balances on few GLs with C#Elimination and O#Elimination member. Below calculate function worked randomly for few entities (step consol structure) and not for all. Any suggestions to improve on below logic ? Thanks   If api.Pov.Cons.Name.XFEqualsIgnoreCase("Elimination") Then api.Data.Calculate("C#Elimination:O#Elimination = (C#Share:O#BeforeElim) * -1", _ "A#OtherAssets.TreeDescendantsInclusive.Where(Text2 = Others)", _ "F#EndingBalance",,"I#None","U1#None","U2#None","U3#None", _ "U4#TopSide_Adj","U5#None","U6#None","U7#None","U8#None") End If        

Hi. I am trying to forecast OpEx accounts based on a seeding method. I am storing the method on a specific month by account and some UD dimensions and based on the selected method want to apply different math for those combinations. The issue i am facing is that when looping through my original data buffer, where the methods are stored, i need to change the Scenario, Period and View member for the looped databuffer cell and then sotore that value. E.g. if the method stored in 2023M1 is 3MthAvg, i need to grab V#Trailing3MonthAvg:2023M1:S#Actual for each data unit that is being processed (All months for 2023 Budget scenario).     Dim driverDataBuffer As DataBuffer = Nothing Dim calculatedBuffer As DataBuffer = Nothing Dim destinationExpressionInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("V#Periodic:O#Import:U5#NoChannel:U6#NoCustomer:U7#NoProject:U8#None") driverDataBuffer = api.Data.GetDataBufferUsingFormula( _ "FilterMembers(C#Local:" & fir

Finance Business rules can be referenced in Confirmation Rules to ease maintenance. 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

Hi, I want to retrieve into a Business Rule and pass it on to a CubeView row label the value stored in a UD text property. ie UD4 Text3 for example presuming that this is relative to the current Workflow Scenario/Time setting In snippets I have found this : 'Dim sValue As String = BRApi.Finance.UD.Text(si, dimTypeId, memberId, textPropertyIndex, varyByScenarioTypeId, varyByTimeId) I am aware that the Text1 property attached to the WorkFlowProfile has the folowing attributes to get the various values stored under each TextN property field.Attribute Index Is: Text1 = 18000, Text2 = 20000, Text3 = 22000, Text4 = 24000 So what is the appropriate syntax in a Business Rule that I could bring in the UDN TextN values. Thanks Mark    

Please provide any guidance or knowledge documents on how to access data stored in table data manager tables via Finance Business rules.

What is the best approach to point to a different field in a Direct Connection Data Source. I am familiar with importing both local and USD currency (not using translation) by selecting the appropriate columns in a Delimited File, and this has worked fine in the past. I am now trying to do the same in Direct Connection to a Data Source. I tried using the Set and Get Global Variable as shown below, but the results are not as expected. For example I am expecting a USD value of 15482.72 and it is returning 22.61, this value is not even close in the set of data rows returned by the SQL query. Here is the complex expression I have in the Amount Field:And in the Functional Functional currency field I have the following complex expression: Any help is greatly appreciated. 

I have a process that causes contention if launched concurrently by users. Is there a way to check if a session with a specific description is already running? I would like to abort the session if another session with the same name is already running. I tried looking through properties and found "GetTaskActivityItem", but the definition and sample are not of much help.

How does fragmentation on the OneStream Datarecord tables impact performance? I have an application with a lot of tables having fragmentation > 90%, but how big of an impact does this have on performance? Or do the Datarecord tables/logic/databuffer work in a different way? Any knowledge/experience on this?   Cheers Frank

Hi all, I have a dashboard with an SQL table editor component. Through the component in the dashboard, I can save text to the table, including special characters. For example, there is no problem in saving a string containing α (alpha).   Now I am trying to load a CSV file to that same table. The file contains some special characters too. To load the file, I have built a business rule which contains the following command: loadResults = BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, SourceDataOriginTypes.FromFileUpload, filePath, fileinfo.XFFile.ContentFileBytes, "|", "App", "LOAD_TABLE", "Merge", lfieldtokens, True)   The special characters are not recognised, and this is the result when loading TestNameαβπ.   Is there a way to load the CSV file and preserve the special characters?

Hello All,  I am new to OneStream trying to write a Value Override business rule for some investment accounts, The rule works without account filter. How ever I want to restrict this to Accounts with Text2 tag as "CADOverride". Somehow the value becomes zero if I have the Text 2 filter and not sure where am I doing wrong, (I am currently just checking if text 2 is not null and it seems to be retuning empty)   Dim foreignCurrency As String = api.Pov.Cons.Name If ((Not api.Entity.HasChildren()) And (api.Cons.IsForeignCurrencyForEntity())) Then Dim overrideAcc As String = api.Account.Text(api.Pov.Account.MemberId, 2) If String.IsNullOrEmpty(overrideAcc) Then Select Case foreignCurrency Case "CAD" api.data.calculate("F#EndBal= RemoveNoData(F#CADOverrideInput:C#Local)") End Select End If End If   How should I proceed to troubleshoot this? Any ideas are appreciated, Thanks, Manoj

Was going through our app to lock/certify some workflows and noticed that there seems to be a function that I have never noticed before, there is a Corporate Certification Management menu item with two sub items, Unlock/uncertify ancestors and Certify/lock ancestors.  Does anyone know what this does, it's the first time I have noticed it.

I have a scenario where I modified the member property:Number of No Input Periods Per Workflow Unit - 4I thought this would prevent users from inputting data into the first 4 periods (Jan - April).  However, it seems as though it is not functioning or locking the periods.  I can still input into these periods.Am I doing something wrong?Thanks,Sean

Hi Team, I am writing this post in regard to moving the cubeview up or down without renaming the CubeViews. For example: In workflow profile we have option to move the task/activities up and down. Do we have any such kind of options in the Cube Views to rearrange the same.

Hello Everyone, I need to rename a few entities as user provided incorrect names. They loaded data already and I am wondering what are exact implications of renaming them now. I tested renaming and I can see that drill down to the source data is not possible I found another topic on this forum and I cannot find any other implication other than with drill down >>> Entity Name Changes - OneStream Community (onestreamsoftware.com) I did not find anything in documentation Can anyone confirm that this is the only implication of renaming dimension member? That drill down to the source is no longer working? Of course I know that if those entity names were used in cube views, business rules, formulas, etc., then I need to adjust them (but thankfully this is not the case here).   Kind regardsJarek

An api is passed in, but typed as Object, what is object type of the correct/most efficient API to use in an Extensibility Rule to call Members.GetBaseMembers()?

I want to have an account that has a calculated value (rounding it to thousands), and then allow a Forms input adjustment to it for footing reasons.  The calculated value would have a UD4 of "Calc", and the input would have a UD4 of "Footing".  As soon as I make the account calculated it doesn't seem to let me input to it with the other UD4.  It shows in white background indicating you can input, but I can't put anything in the cell.  Anyone know if what I'm trying to do is possible?

Hi everyone. I am looking for some assistance with using data buffers for a revenue planning form. Essentially, budgeted revenue growth percentages will be input individually for each brand by month. The total PY Actual revenue for each brand by month will be loaded into OneStream. The formula to forecast budget is:CY Budget = PYAct * (1 + Growth % / 100) While I can calculate each CY Budget cell individually for each brand by month, this would be a tedious and very long process since there are 26 brands and 12 months, which would require 312 individual calculations. I would like to use a data buffer instead to calculate CY Budget by looping through each brand (and across all months from Jan 2022 to Dec 2022). However, I am unsure of how to do this and would appreciate guidance. For ease of reference, I have also attached a screenshot of my cube view.