OneStream Platform Forums

Hi I am getting some large numbers out of my confirmation rules and I am looking for ways to format the output so it is easier to read. Preferably commas between the thousands, millions, billions... etc but would also like to know what other formatting options are available as well.   Currently my output is the below and I am trying to make the 'math.Round(Acc1,2)' part easier to read.   Does anyone know of a resource that lists the different formatting options?  Or just how to add the comma seperators?   Thanks Simon

Hi, How is it possible to update Entity Relationships through Business Rules, including Ownership Type, Percent Consolidation and Percent Ownership? It must be possible since the latest version of the Application Control Manager can also update entity relationship information, however I couldn't find it in the api.

Hi Community,Is there configuration available to restrict users such as administrators from having the ability to submit and post (their own) journal entries? In practice we would not do this but from a control perspective would like to be able to show that we can prevent it from happening. Thanks

Hi all, I am building a cube view for my end users to tell them the first common parent of two entities based on parameter inputs. However, I am having trouble with the BRApi.Finance.Members.GetFirstCommonParent formula as used in a Dashboard XFBR String. Here is the formula at prompt:  BRApi.Finance.Members.GetFirstCommonParent(si, dimPk, topMostMemberId, memberIdA, memberIdB, dimDisplayOptions)   The input for "topMostMemberId" seems to dominate the return value of the formula. If I put our top most entity hierarchy memberId into the input, the formula will return that value, even if it is not the first common parent. If tried a number of different inputs here, all of them seems to just spit out on the return.   What am I missing? Is there something in the dimDisplayOptions I need to toggle?  Here is my VBA:    If args.FunctionName.XFEqualsIgnoreCase("GFCP") ThenDim EntityInputName1 As String = args.NameValuePairs.XFGetValue("Entity1")Dim EntityInpu

For those of us that are software developers, we are accustomed to this message. "The underlying connection was closed: A connection that was expected to be kept alive was closed by the server. This issue occurred after 68 seconds." When this issue comes up, it is normally because of some event that breaks TCP connectivity.  Occasionally this happens because of network misconfiguration, or load-balancer misconfiguration.   This is one of two errors we are seeing after migrating our REST api workloads to onestream's Azure environment.  It happens fairly frequently, albeit in an unpredictable way.  I haven't found a pattern yet.  It doesn't happen on-premise.   If anyone has experience deploying a REST api solution to Azure, please let me know if this is an error message you encounter frequently.  It may not even be a problem with onestream's software; perhaps the root cause is with the Azure load-balancer.  I am also looking into other possible ex

Hi;  Would it be possible to run a Dashboard or Cube View using a Data Management job, and store the results as Excel and not as a PDF.  Appreciate any suggestion in the right direction.    thanks Kumar

Hi,We would like to export the TRX files and use them in an external BI setup and secondly we would like to shedule that export and have it happen on a regular basisThe format is just nicer to work with than the XML files, when you use the aplication export functionality.KrPer  

Hi all,   I'm trying to give the end-user the option to enter their forecasts in either 13 week increments (a quarter essentially) or for the full 52 weeks. This specific XFBR will determine the green cells below.   I'm unsure of what line 28 should be or if this XFBR could be easier to define. Week13Column and FullYearColumn are existing parameters that list 13 weeks of scenario and the full 52 weeks of scenario, respectively.   Thanks!

Hello, We are working to identify what Cube Views are used within the workflow structure.  For steps that include views of Forms, this is easy as the Form Audit tab shows exactly what Cube View is being used on the form.  For dashboards, we are having difficulty identifying which Cube Views are embedded within each dashboard easily.  We are aware of the "Show Objects That Reference the Selected Item" button within Cube Views, however it doesn't seem to show us clearly if a Cube View is included in a dashboard. Does anyone know an easier method to identify what Cube Views are included in each workflow step and dashboard? Thanks for the help!

We are currently deploying several OneStream modules [e.g., Consolidation, Account Reconciliation, Planning, etc] and several users reported while working through monthly Salesforce contributions, they encountered a roadblock in which the OneStream Microsoft Excel AddIn is not available while working with MS Excel files in Box.com folders.  Adding the OneStream MS Excel AddIn for the online version of Excel would provide a user a more seamless experience and eliminate additional steps for viewing/saving files.

Hello, good evening, I am trying to build a BRApi function to get the content of the UD6 constraint from an Account dimension member and so far I couldn't find a function that returns the information. Does anybody knows if it is possible to build a BRApi function like that or have done that in the past? Thank you for the help!!!!

Looking for a solution. Update description of a member in an Extender rule for an already existing/new member. If Possible, not mandatory but can we add a descriptions/alias for various language on a new/existing member?  

Hi all, we have a databuffer with values to be cumulated in a specifi destination intersection. The issue we have is that api.Data.SetDataBuffer always wirte the last value. Is there a standard parameter (or workaround) we can use? At the moment the only valid solution we have found is to read the current value with a specific "api.Data.GetDataCell" and then sum to the databuffer amount. But I am sure there must be a smarter solution. Thanks, Marcello    

  I have a parser rule that works fine for a Budget type scenario but does not read a WFText1 for a Scenario Type 2 . I am using the below syntax to read the WFText1 property from a parser rule .This step is an import type step. It returns the GL list as blank for my scenario type 2 but works fine for my budget type scenario. Both are in different Workflow profiles. It picks up the correct workflow profile as i checked after logging it but unable to somehow pick up the text 1 value .  

Would anyone be willing to share how they are locking data to end users, but still allowing consolidation users to make adjustments?When implementing OneStream, we created workflows for users to load trial balance data, complete forms and load journals. We also created a “Corporate_Consol” workflow where we the Consolidation users could load journals after the workflows were locked. We figured out that if the top month for the workflow was not locked, but the workflow channels under were locked, users could still submit data in OneStream using Excel forms. Now we are locking the months under each workflow to avoid user changes. This makes it hard when we have post close adjustments to book in the “Corporate_Consol” workflow, as we have to unlock each of the workflow months where there is an adjustment needed for an entity in the workflow.Thank you for any help/input!

Hello, I want to refresh a particular component on the dashboard when save action is performed on a cube view  Any suggestions how i should approach this.   Thanks  Omkareshwar

OSAdmin  We have below Account structure and need some guidance to get Opening and Ending Count calculated for FTEs across Periodic/QTD/YTD and Fiscal Year views FTEs (Ending Balance) = Starting FTEs + Activity (Movements)    Starting FTEs (Opening Balance) = Prior Period FTEs value     Activity (Movements) (Flow) We are getting right results for periodic, not for YTD/QTD and Fiscal Year As a workaround Column and Row Overrides are being used to get right data set for FTEs accounts and this will create a dependency to add them to each and every cube view reports that will have above accounts, is there a way in OneStream where we can derive these using member formula or business rules Note:- Flow dimension is not being used and defaults "None" Any insights/guidance will be helpful Thanks in Advance

Is it possible to update the Data Filters for a particular dimension used in a DM extract within a Business Rule? I am creating a dashboard that will have a button to run a DM sequence. This DM sequence runs a data export, but I would like to be able to update the Accounts used in the filter of the extract before running the extract itself (via a BR).

Hi All - Every time I upgrade OS I have 4-5 people that when they launch the OS shortcut it does not auto update.  They have to reinstall.   It seems to be the same people each time but I cant see anything special about them.   Has anyone run into this and figured out what the issue is?   Our latest upgrade is  to 7.1     Note:  I always have them close any open windows and then try shortcut.  They have also tried rebooting.   Any ideas? Thanks

Workflows can be set up to be locked automatically after the certification step has been completed.. Question Credit: Noemi Nagy 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

General Formatting One of the most important things you can do, to make you rules readable and helpful, is making sure they are properly formatted. There are some simple rules you should probably follow all the time: Proper Case – Function names are not case-sensitive; for example, api.data.calculate, Api.Data.Calculate, or API.DATA.CALCULATE, are treated as the same. Still, it is a best practice of VB style to be consistent and to capitalize judiciously. Proper case throughout the rules file makes it much easier to read. Always Comment – Add comments to most lines of code explaining what you are doing and why. Use the apostrophe at the beginning of the comment to make sure it is not interpreted as part of the rules. If this is done in a VB editor, it should turn green by default. Indentation is critical for readability – This is especially true when using any nested statements or conditionals. Those are explained below. Indentation should be done for any scripting, even scripting obj

The below code will delete the Security Group using extender rule.         Dim secGrp As List(Of Group) = Brapi.Security.Admin.GetGroups(si) For Each Item As Group In secGrp If Item.Name <> "Nobody" Or Item.Name <> "Administrators" Or Item.Name <> "Everyone" Brapi.Security.Admin.DeleteGroup(si,Item.Name) End If Next        

Anyone have an example how to create Json files within OS?(I need to create an export of Cube View and a Metadata extract in Json format, this will be triggered by a DM job.)

Hi All, I am trying data cell access security to block access to specific UD1 members. These are members that should only be visible by global people. I have applied this: For the UD1 filter, this is the filter: U1#Top, U1#G_HQONLYREC, U1#G_HQONLYADJ But, when I log in with a test user, who does not have the group mentioned in the data access security, I am still able to see data. What could I be missing?   With kind regards, Tim

Hi! New to the community. I have a user that has to manage 10 or so entities and it rollforwards. He need to click on each entity to enter in the data. do you know if there is way to set up an excel import for a rollforward activity where i can put the rollfoward activity pieces down a column the entities across the top and then import that entire spreadsheet?