OneStream Platform Forums

Hello, We need to clear data on the specific intersections of Account, Entity, UD2, UD3, and UD5 members (all members from the remaining dimensions). The data is copied from the Actual to the Forecast scenario. So, I tried to use clearcalculateddata API in the member formula but it is clearing data on that account for all members of UD dimensions. Can you please help with the simplest way to clear the data on a specific intersection?   Ex. We need to clear data for the below intersection. The below line is clearing the data for A#7041 irrespective of other defined UD members. api.Data.ClearCalculatedData(True,True,True,True,"A#7041:O#Import:F#Base:U2#13056:U3#327:U5#01973")  

Hi,   I have an existing extensibility rule which copy some data from a source scenario/period to a target scenario/period.   This is the "core" of the code Dim listDriversDataCellExFilterdForDriversTarget As New List(Of DatacellEx) For Each itemDataCellEx As DataCellEx In listDriversDataCellExFilterdForDrivers   itemDataCellEx.DataCell.DataCellPk.TimeId = TimeTargetId   itemDataCellEx.DataCell.DataCellPk.ScenarioId = ScenarioTargetId   listDriversDataCellExFilterdForDriversTarget.Add(itemDataCellEx)Next itemDataCellEx   Now, I was trying to update this to only copy data where UD3=None, but I am not sure on how to do that. I can see datacells have a function called GetUD3Name, but the function requires a FinanceRulesApi parameter.   Would using the GetUD3Name function work for my scope and what would be an example of valid FinanceRulesApi parameter?   Thank you

Hi All, Is it possible to pass a member list, in my case flow members, as a list parameter in a cube view combo box? I know a delimited list would normally be used for this purpose however I need the list to be dynamic based on the dimension library and will be storing the selection to the Annotation view member. For context I am trying to allow the user to select a default mapping for an allocation rule which will require the user to select the lower-level default allocation member for a specific flow. Many thanks in advance. Nick

Hi All, We have a client who wants to exclude a subsidiary from their reporting rollup starting mid year in May 2022. Unfortunately the consolidation view is set to YTD so it appears that when we switch the consolidation percentage to zero then it reverses all of the YTD data for the whole year opposed to just excluding the data beginning in May.Is there a simple solution to resolve this? Or is a business rule required when divesting mid year? It seems like a requirement that should be pretty common and have a pretty straightforward solution like in Hyperion but we haven't had any luck so far.   Any thoughts or guidance is greatly appreciated.   Best, Joe  

Hello! How do you manage recurring journal entries? We go through a manual process where we pull the JE data out of OS, manipulate the information into a text file and load the text file to create whatever JEs are needed the next period but it's not an easy or straightforward process. Please let me know if you have a better way! Thanks, Nicole

This is probably quite a basic question. I have a vendor file with multiple currencies going to a single account. Can anyone advise the best way to do this as there is no option in the Data Source or Transformation rule to vary the currency. Do I use a separate member in the Flow dimension and set the "Flow Processing Type" to "Is Alternate Input Currency For All Accounts"? Appreciate the help - thanks

OSAdmin If we have multiple OneStream Environments, is there any Market Place solution or a way we can compare Security (Users/Groups) between environments and then Synch up only those changes that are required to be migrated. Note: - We are aware of .xml extract and load, but a utility to perform the same would help and avoid any error related to security

How do I call a function that exist in a dashboard extender business rule for another dashboard extender business rule and how do I pass the all the required arguments?

Hi I am looking for a way to restructure a part of our UD1 hierarchy but there over 1,600 lines to move so I don't really want to copy and move them individually to their new locations. Is there a way to upload the new structure and overwrite the old one, or a faster way of copy/move the base levels. Thanks Simon

Hello,I am creating a cube view to be used in a Dashboard on an Workflow in order for a client to enter Quarterly Commentary.I am having two issues.1. When I set the time on the Explanation Workflow(Annotation) column to a Quarter, I receive green cells and cannot enter a comment. When I switch it to the quarter month, I have white cells and can enter a comment. I just want to confirm that this is normal functionality and that we cannot write comments to the quarter.2. The second issue is that I would like to write the comment to the BeforeAdj Origin member. I am able to do this when I have the Explanation (Annotation) column looking to one of my Forecast scenarios. When I switch the column to look at the Actual scenario (which is the scenario I want to be looking at) the cells turn green. In this case, they only turn white if I switch the Origin member to Import. I must have a setting somewhere that needs to be adjusted but I am having trouble locating it. Any insights would be greatl

Hi all, I need to assign a value in a field, dependeing on an other. I can do it in Delimited Files using  "api.Parser.DelimitedParsedValues()" but I don't know wich function can provide me the string of an other field.So, in conclusion: how can I do this in a Connector Complex expression? Thanks!  

We need to provide users the ability to review the error log within the system tab. I don't see anything in the Application>>Security Roles.  Can thjis be granted and how?

Hello, I'm trying to find a way to call an Extensibility Rule in Data Management sequence, is that possible? Thank you  

Hi  We are looking at inputting certain Balance sheet entries at Parent entities. Is there a way to get OneStream's intercompany matching tool to work Parent to parent (rather than either base to base or base to parent)  Ideally I don't want to substitute a 'proxy' base member when entering at the parent level  Thanks in advance 

I was looking for a  way to bind a .net list object to a gridview instead of using DataAdapters. Any examples in this direction are appreciated.

How does one write a calculation where the result needs to land at an intersection that includes C#Elimination. Ideally, I'd want to have a function such as:     Public Sub Book(ByVal si As SessionInfo, ByVal api As FinanceRulesApi, ByVal sourceCell As dataBufferCell, ByVal target As String, ByVal factor As Decimal)     And then call it as     Book(si,api,sourceCell,"U4#SOMECALC:C#Elimination",-0.3563523553)    

TeamAm new to the Onestream. Can someone please guide me how to extract and load metadata in Onestream using flat files/Excel files.RegardsVarun

I want to run a simple calculation setting one account equal to another.  Account A = Account B.  Account A, the account receiving the data in the calculation, is set to at the member level to YTD for No Data Zero View for NonAdjustments.  The account with the data is set to Periodic. The problem is when Account B has data for some months and then has a calculated 0 in later months.  The Account A with the YTD setting just replicates the last period's data in the months with 0 in Account B which causes the two accounts not to be equal.   I am using the following calculation. api.Data.Calculate("A#AccountA = A#AccountB" , True) How is this normally managed?

Hi    Is there a way to aplply user regional settings number format using Onestream client cube views, report... ? Or to apply the format user by user, or form by form? Thanks in adavnce for the help Marcello   ps I have noticed that the Excel addin shows the number with the specific user regional settings. So the question is related to the Onestream client only  

Hello  I made a mistake creating the  IC matching rules for several workflows related to the entities. Do you have any suggestion on how to bulk update the IC matching rules? Thanks in advance Marcello

Hi all We have a process where we update dimensions and their children on a regular basis. This means we need to delete the relationships between parents and children and then reload the new updated dimensions...etc.  This takes a very long time, because we have a lot of dimensions.  Has anyone out here used a script to make this process faster, we we to not have to reload everthing, but only update the changes made to the different hierarchies? Thank you for any suggestions Nouria

hi, I was trying to use a cell format parameter I had stored in an Account Text field in a cube view using an XFBR rule.  Can this work?  My attempt below. thanks, Greg Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As ObjectTry If (args.FunctionName.XFEqualsIgnoreCase("CheckDataForVisibleColumn")) ThenReturn Me.CheckDataForVisibleColumn(si, globals, api, args)ElseIf (args.FunctionName.XFEqualsIgnoreCase("GetAccountFormatFromText")) ThenReturn Me.GetAccountFormatFromText(si, globals, api, args)End If Return NothingCatch ex As ExceptionThrow ErrorHandler.LogWrite(si, New XFException(si, ex))End TryEnd Function#Region "Standard Helper Functions" Public Function GetAccountFormatFromText (ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As StringTryDim AccountID As String = args.SubstVarSourceInfo.PovMembers.Account.MemberI

Hello! I need to use the same entity hierarchy in my second cube.  In my second cube "marketing" I need to use the same entity hierarchy that I'm using on the first cube "Business".  I need it because both cubes will be load entity information for the same company (same code) ,in additional the "Corpo" cube, If I want to have the total "spain" using this configuration I do not have it. Let me show an example:   Thanks!!

I am trying to populate 30 months with depreciation. So if an asset value is 300,000 $, and it is to be depreciated to zero in 30 months,  that would mean that I have to fill each month with 10,000$. Seems like standard, simple BR that has already been written. Does anyone know where I can find sample BR code for straight line depreciation?  

Hello,I need to create an automation that uploads flat files with data, that are on a sharefolder, to OneStream.When uploaded into OneStream, those files should be removed from that sharefolder.Does anyone have any suggestion?Thank you!Ricardo