OneStream Platform Forums

Hello team,I am wondering if I can call an UD détail with args.confirmationruleargs.info  ? I need to display and show only the data that fail based on UD.base , is it possible to do that on the info box in the confirm rules or should i do it through BRs and then call it in the conf rule? And do you have an idea what can be the syntax to show the base members of a specific UD that fail ?Thanks in advance , appreciate your help

Hi,Can anyone help in writing a confirmation rule where if Account starts with 4 and U3#00 has a value then the rule fails and the Account name is displayed.I am getting an error in running through the loop for all the account starting with 4, the rule probably stops at first match itself. If anyone could give the rule from scratch would be great!Thanks!

Happy Holidays/ Black Friday,Is there a way to lock downstream steps in a workflow, unless the first step in workflow is completed?As we all know, a workflow shows all the steps. For example, our first step is to load data. Our 2nd step will allow users to make manual entries. We don't want users to jump to 2nd step without passing / getting a green light on first step.It seems like a common request.Thanks in advance.

Hi all, While our Forecast or Plan scenarios are open to user input, we have hourly consolidations that are scheduled.  Sometimes our consolidations complete in 5-10 minutes, and users are able to validate their data by 10 minutes past the hour.  Sometimes the consolidations run long if they overlap with Process Cubes.  Does anyone use a dashboard to show end-users success/failure of consolidations or other types of status messages?  They did express resistance to being added to email notifications that our administrators get each hour.     I appreciate any tips/tricks/best practices you might be using. David Geci (Red Hat)

Hi, I have an Extensibiity rule which uses the "Imports WinSCP" command as is used to connect to an SFTP server. The rule works fine.   I have just made a copy of the rule within the same application because I wanted to try and make some changes, with the only difference between the two being the name of the rule, but it seems the "Imports WinSCP" command is not recognized in the new extensibility rule, despite being recognized in the old one.   Any idea of what I could might be doing wrong?   Thank you  

Our company currently has an internally development Microsoft SharePoint site that we utilize for our subsidiary entities to submit documentation to Corporate to consolidate the annual financial statements. It's specifically used for our year end submissions such as audit support, audit reconciliations, audit reports, etc. that is all reviewed for the annual audit. Tax also uses it for quarterly submissions that entities are required to submit to Corporate. The reason we use it, is because we have specific security levels assigned to each entity to ensure folks aren't able to view other entity results and submissions. In addition, we get email notifications of when something gets sent to us. Microsoft made changes to their security paraments and managing the site is becoming more and more challenging. It would be nice for OS to develop an application for users to upload document submissions using the security settings set up in the consolidation tool and would help with the postal serv

We have many small controllerships that have to back each other up so they have access to submit and approve/post a journal but we need to be able to prevent them form posting their own journal.  This is an audit requirement

Hello, we renamed some companies adding a space and some text. For example company "64" was renamed in "64 TA" After renaming we started to have issues in the rules like if Onestream does not recognize the space. This is  a sample error message we receive. Summary: Unable to execute Business Rule 'WES_Rules'. Invalid script 'A#4028_02:O#Elimination:F#None:I#64 TA:U1#None:U2#None:U3#IC_Details:U4#INTERCOMPANY:U5#None:U6#None:U7#None:U8#None' near '64'.   Is there some hidden contraint in Onestream that prevents clients to create element with spaces? By the way, do you know if there is any workaround to overcome this issue in the rules? because I belive our custmer will not accept to go back to the simple company code.   Thanks in advance Marcello    

I want to retrieve data from a .csv file from Filestore\Everyone folder and later convert the data in to a a dataTable in an extensibility rule. Does any one has a sample BR.    

Hi - I know the below code is not a good practice but is there is an alternative way to set the data =0 because I want to clear all Origin Base member and UD2 base. Any help would be appreciated ?    api.Data.Calculate("A#ACCT:F#EndBalInput:UD1#" & ud1Member & ":UD3#" & ud3Member & ":I#" & icpMember & ":C#USD:O#All:UD2#All:UD4#None:UD5#None:UD6#None:UD7#None:UD8#None = 0")    

Hi, Is there a way where users can input From and To dates time members in a cube view? Currently, I am using a parameter in the time member field in POV section of cube view. I have a business rule with FROM and TO dates (2022M1 to 2022M4) and then extract all the periods within (2021 M1 M2 M3 and M4) that time frame in a dt.  And now, I want to incorporate this function in the cube view. feel free to drop your inputs.

Hello, community! I'm not sure what the real difference between validate vs retransform would be. Look at my example: On purpose, I changed the IC to false, and I ran the retransform. It presented the intersection error, but the transformation and intersections are shown as valid when checking task activity. Thank you for your help.     Oliveira, Vanessa    

  In an earlier post a user named Sam helped me find a way to find the value of a variable in a Custom Calculate job using the Parameter field.  Now, how can we access the value of the parameter in a regular Calculate job which does not have the Parameter field?   The variable is |CVYear|.  How can we access it directly in a BR (standard Calculate)?   Thanks, Chris  

Generic Error Connecting after Upgrade from 711 to 722. Followed same process used to Upgrade from 681 to 711. Had no issues during Upgrade to 711. Server 1: Web & App Server 2: App Server 3: SQL DB Backed everything up. Stopped AppPools. Uninstalled OneStream 711 from Web & App. Installed OneStream 722 on Web & App. Upgraded backend Framework & App DB. Updated ASP.NET Config File. Updated Web & App Config Files. Updated IIS. Restarted. Everything starts up. Can browse to the Web & App Server resource folders in IIS Manager. Had to enable 'Directory Browsing" for each first of course. Had to "Allow unlisted file name extensions" for 'Request Filtering' for Web. Onscreen error: Unable to connect to server using address 'http://web-server:50001/OneStreamWeb'. Event Viewer Error: Inner Exceptions:Unable to access application server using address 'http://Web-Server:50002/OneStreamApp'.The content type text/html; charset=utf-8 of the response message does not m

Hi All, Hope you are having a great time with OneStream! I am trying to provide only View Access to some users but it looks like I can't.  I have set for a specific user the User Type as View and assigned this user to the group "View Only". I then placed the group "View Only" to the Security Role "DimensionLibraryPage".  The user is only able to see the DimensionLibraryPage, but he can still delete members in the dimension library. Any idea what of what I am doing wrong? Is it actually feasible to provide view access only?   Thank you very much!  

Hi, Is there any option to restrict some of the users to post unbalanced journals ? we are able to restrict it in the journal templates. But we also want to restrict when user try to create by clicking on "Create Journal". Using the event Journal rules, we are able to restrict for all the users ( Including admin). Need the solution to limit this to section of users.   Thanks.    

I know that there is the comparison utility, however I would like to compare extensibility in a cubeview. I am looking for a Dynamic Calc which gives me True or False if an account is part of the SummaryAccounts (compare the SummaryAccounts with the DetailedAccounts)In the cubeview rows I will retrieve the A#DetailedAccounts.TreeDescendantsInclusive. In the columns I would like to have the dynamic calc which gives me true or false (in V#annotation) if part of the SummaryAccounts.The result should look like this:Somebody who already made/tried this? Or has a better solution?Regards,Arjen 

Hello! When we create a new DEV app copied from our PROD app, the Task Scheduler jobs need to all be disabled in the new DEV app. We have a static text file that we load which generally works fine but we need to remember to keep that file up to date as we add new tasks. Does anyone have a good way to disable all tasks? I don't necessarily want to delete them in case that's what we're testing in the DEV app but I'm open to hearing any suggestions you may have.  Thanks, Nicole

Does anyone know the max number of characters when entering text into the annotation field?   Thanks!

Can any one provide me with a rule snippet for updating Entity Percent Ownership. I have tried a few things using the SaveRelationshipInfo but it is not working.

Good Evening, It should be something simple but apparently I am missing something. I am trying to get the Value for the Text1 field for an Account Dimension member using a Business Rule. The Text1 value vary by scenario. I trying to use ".Options()" but can get it to work. Is this the best alternative? Would you know of other alternatives? Is there a BRApi function which already does this? Thank you for the help,  

Hi is there a way to display account (or any other element desctiption) while entering journal entries? Thanks, Marcello  

We have an entity that has been sold and it's last data load into OneStream was in October.  We need to load the same data into November and December.  I can do a Data Management copy job to load that same data with no issues.  This data contains local currency entities.  The issue we need to solve for, is this data needs to translate at the October rates for November and December so that at the top of the entity structure the data remains the same values, and not take into effect the November and December exchange rates.  Trying to figure out the best way to accomplish this.  Thank you!

In the monthly close process, we have a number of forms. All workflows have the same Form templates profile. Cubeviews refer to |WFtext1|. On wftext1 is Entity name (one entity per workflow).I have one form that is only applicable to a selection of entities.Is it possible (and how) to parameterise this, so the form will only be visible in a selection of workflows (I do not want to create  different Forms Template Profile for theses workflows)?

  Hi all is there a way to setup  intercompany reconciliation reports to display company "codes and descriptions" rather that the simple company code?   Thanks Marcello