OneStream Platform Forums

Is it possible to calculate slope, Correll and Intercept for a given factors vary by 12 periods using OS Finance Rules? If so, what are the libraries, I need to Import? Appreciate any suggestions how I can implement this in OS.      

Hihi, I am using a variant of the GolfStream finance business rule "XFR_MemberListAlphabetical" and need to pass an additional variable into the rule. For a Finance rule, is it possible for a CV or QV to pass the MF variable to the rule? Currently, the rule is setup statically on a starting entity:   Dim MemberListstart As String = "E#[Total GolfStream].base""   However, because our organization has thousands of entity, the finance rule passes all base entity into the QV. With suppression, I can arrive at the relevant members, however, it significantly slows down the rendering of the report. I've tried using the api.POV command, but it passes the user CV pov, which is not always relevant to the CV. Is there a way to pass a variable using something like an args.NameValuePairs()? I am having difficulty with the limitations of the finance rule VBA set. Essentially, I need the memberfilter builder of "E#[MyEntity].XFR_MemberListAlphabetical,Ent_Sort]" to use "E#[MyEntity] as

Hi All,  In OneStream there are many audit tables containing specific sections that can be audited. I'm looking for a detailed overall data audit showing which user changed which number at what time. Preferably combining loads with (Excel) input. Does anybody know which tables to join to get the good old HFM data audit table?   Thanks in advance,  Marc

Assuming data exists at every base account shown, the data will be accurate at the 69000 – Net Income level using the following account structure in a monolithic cube. 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

After validating data in the XFSqlTableEditorSaveDataTaskInfo.EditedDataRows property collection, if a record fails validation, I set the XFSqlTableEditorSaveDataTaskResult.CancelDefaultSave property on saveDataTaskResult = True and return it.  SQL Table Editor still saves the data.  Same if I set it to False.  Am I missing something?Code:         For Each xfRow As XFEditedDataRow In saveDataTaskRows isValid = validationHelper.IsValidDetails(xfRow) If (Not isValid) Then saveDataTaskResult.IsOK = False saveDataTaskResult.Message = $"{saveDataTaskResult.Message} {Environment.NewLine} {validationHelper.validationMsg}" saveDataTaskResult.ShowMessageBox = True 'SQL Table Editor still save the updates 'regardles whether this Is True Or False saveDataTaskResult.CancelDefaultSave = True Exit For End If Next Return saveDataTaskResult              

Hi,I'm working on clearing data from a Plan scenario and ran across this error. Has anyone encountered the image below? If so, what did you need to do to clear the data out?   

The issue is the following:For one of our clients we have a workspace step in our WF which has a button “Start SAP BW Process Chain”. This button triggers a data management sequence and should in the end turn the Workspace step green (if no error happened). When pushing this button there should also be progress bar showing where in the process the task is.Question - Is it somehow possible to start a data management sequence in a way that it displays the progress bar from a dashboard extender rule and that the workspace button is completed? We tried the following:Running all three versions of BRApi.Utilities.xxxxDataMgmtSequence (Start/Queue/Execute) but these always start the dm sequence in the background without displaying the progress bar.Is there a way to enforce to show the progress bar?Could event handlers maybe help out to give back the completion of the worfklow? Does anyone have an idea on how we can get the workspace to complete (turn green) and show the progres

Hello ! I am trying to execute the "LogonAndReturnCookie" web api. I thought everything was configured correctly, but I get the message (401 - unauthorized) : "Error processing External Provider Sign In information. Custom Scopes from the Request do not match the ones configured." In the REST API documentation, it is written that the "custom scope" should be as followed : (OneStream web api  app custom scope : allowpostman) : [screenshot removed] How do you configure this custom scope in the app / in azure AD / in postman ?   Regards,

I don't know much about method queries, so I'm hoping to get some feedback on how to build off of or reference the data tables as well as where these tables are stored. The ICMatchingForWorkflowUnitMultiPlug method type used in the Intercompany Matching application reports returns the entities as "Name - Description," which causes a few problems for us considering our entity names' were created with an obscene number of characters and underscores. I've copied the reports and data adapters, but not sure how to write the script within the Report Designer or how to alter the data adapter... Any suggestions?

We are trying to input data on monthly basis for forecast and actual. As in next step if we want to see QTD view which should be M1+M2+M3 , but its not working. how does this QTD and MTD workflow works in the form ??In historical data its working perfectly fine.

I am trying to use LockWorkflowUnitDescendants with a non standard channel. The logic seems to allow express use of 'NoDataLock', 'AllChannelInput' and 'Standard', but for custom WF Channels, can't seem to identify how to get the GUID.'Dim wfChannelId As Guid = WorkflowChannel.Standard.UniqueID -> THis works'Dim wfChannelId As Guid = WorkflowChannel.custommadechannel.Uniqueid -> this doesnt workBRApi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk, WorkflowProfileTypes.InputImportChild,wfChannelId )

Hello,  Our Organization is currently going through a Planning implementation of OneStream. We have provided a list of enhancement requests to OneStream that we feel would significantly improve the products reporting capabilities. Here is a list of the enhancement requests submitted. I am posting with hope that other customers would also benefit from these enhancements and reach out to OneStream directly to also request this functionality! You can also like ("Kudos") this post.   1.       Drill Down within XFGetCell Function. (This was something that came up a lot at Splash when discussing with other customers) 2.       Retain excel formatting when refreshing quick views 3.       Ability to utilize the member description to pull quick views or XF functions (Today you can only user member name) 4.       “Hardcode” the default Quick View POV when creating

I am trying to import data directly from an external database and store it in a temporary data table in OneStream using Vb.net code.  Unsure if this needs to be achieved through extender business rule or connector business rule.  A code snippet of similar implementations would be helpful.

I am looking for a business rule or function to lock and unlock workflow and then set it as scheduled task.

CubeView that was assigned to different role is still visible when the user is set to another role.Example:CubeViewProfile1 - Access Group: Role 1CubeViewGroup1.1 - Access Group: Role 1CubeViewGroup1.2 - Access Group: EveryoneCubeViewProfile2 - Access Group: Role 2CubeViewGroup2.1 - Access Group: Everyone User with Role2 is able to view CubeViewProfile1 and all of its members while user with Role1 is able to view CubeViewProfile2 under OnePlace > Cube Views.How do I hide the CubeViews in OnePlace from users who do not have the right role? Are there other configurations I need to take into consideration? 

Curious if anybody knows how to accomplish something I am trying to do.  We have a few DM jobs that are pretty intensive that we run over night and once that job runs it seems like the server it ran on gets bogged down and eventually that server turns red, stops responding and jobs get hung up.  What I would like to do is add another step that says once my big DM is done restart that server but I don't want to force restart it in case a user is currently running on that same server.  So I want to do something similar to what happens in these "recycling" options so that once it gets to the recycle server step in the DM job it stops accepting new jobs and waits until all current jobs are done running then restarts that server.  Curious if anybody knows how to accomplish this or something similar that would fix my issue.  

Hello, i have a scenario with a range defined (i.e :Month 3 to Month 12) , i wanna process cube only on these months from month 3 to month 12. however when i launch the process cube through the workflow profile, it executes all the periods (even the prior ones , i.e M1 & M2) , i tried to lock through a BR these two months but it didnt work... how can i process cube only on my scenario range plz ?  thanks,

Hi All, I am trying to solve for a circular calculation pass with allocations.  I am using the equity pick up functionality on the entity properties.  It wasn't behaving for me.  In reading the Design and Reference Guide I see is says " When writing formulas, use api.Args.CalculateArgs.HasRepeatCalc and api.Args.CalculateArgs.IsRepeatCalc to determine if the engine is currently running the repeat calculation".   When I look at the sample code for HasRepeatCalc, it just has Dim bValue as Boolean = args.CalculateArgs.HasRepeatCalc.   I am looking for a practical example of how to use this calculation.  Other than that little piece in admin guide, I can't find any other information on it.  Not used in the GolfStream app either.   Any ideas would be welcomed.    

I'm writing a business rule that will extract the original imported TB files loaded at month end for each import workflow (which may have multiple files per period), rename the file with the time, wfprofile, and load time, move all load files for all workflows to one period folder, and delete the individual wfprofile folders autocreated. I've been successful with all of the asks above, except I'm having trouble extracting the filetimestamp to insert into the new filename. I've found the desired FileTimeStamp field within the stagearchivesinformation table where the sourcefilename matches the filename extracted, but not sure how to reference that field...  Any suggestions?   EXTENSIBILITY RULE: Namespace OneStream.BusinessRule.Extender._BR_ExportTBLoadFiles_Period_TimeandWFPublic Class MainClassPublic Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As ObjectTry'DEFINE THE WORKFLOW CLUSTER USED AS THE STARTING

Workflow Profiles can only have dependencies through a Parent/Child hierarchy. Question Credit: Eric Osmanski 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

Hello, Is it possible to create a business rule that sends an email with an attachment where the file that is being attached is saved in the application database rather than the file share?

I have Import/validate/Load workflow.After the validation step , I want to run a business rule that can do the following -1. Sum up the amount for all records with the same Product code in the transformed table.2. Check if SUM = 0 for individual product code.3. If step2 is validated for all product code , then proceed for LOAD step, else error out.PS- I know this can be achieved via a confirmation rule but i want to validate before loading to the cube.One idea that i thought is to execute a validation in the transformation rule but that validation limits to record by record whereas I am looking for validation post all transformation.Thanks! 

Hey all - I'm wondering if anyone has brought in people data (salary/bonus/commission/job type/job title/hire and termination dates/etc. and weekly/biweekly payroll files) into OneStream from Workday. From what I have heard, the payroll and salary data would live in separate tables in Workday. I'm beginning to scope out a process flow to do the aforementioned, but the initial thoughts would be to bring in salary related data to feed into People Planning and bring in payroll related data for analytics and potentially account reconciliations.  The salary related data would mostly support the Finance org with budgets and forecasts.  The payroll related data would mostly support the Accounting org with variance analysis at the individual person level as well as possible automation of accrual journal entry calculations. Please let me know if anyone has done something in this realm or would like me to specify anything more.Thanks!

Hi, AllWhat's the best way to ensure a specific tree within the account hierarchy has only one member within it.   Would like to have a "count greater than one" alert or a report we can run, as inadvertent accounts affect data integrity.TIA!

Hi everyone,  In the dashboard, I have setup my dashboard header, and linked it with the main dashboard but when I view this dashboard in different screen, the header loses it formatting. Anyone know how I can maintain the header format in different screens?