OneStream Platform Forums

All - Could you please review code is make sense from performance. I am trying to be checking the target Account is <> 0 then it will delete the source value and overwrite the target value. PLease review and let me know if I can use some kind of EVAl or Data Buffer???     If Not api.Entity.HasChildren Then If Not api.Cons.IsLocalCurrencyForEntity Then api.Data.Calculate("A#Target:F#EndBalInput=RemoveZeros(Eval(A#Source))",AddressOf OnEvalDataBuffer) End If End If Private Sub OnEvalDataBuffer(ByVal api As FinanceRulesApi, ByVal evalName As String, ByVal eventArgs As EvalDataBufferEventArgs) eventArgs.DataBufferResult.DataBufferCells.Clear If Not eventArgs.DataBuffer1 Is Nothing Then For Each Cell As DataBufferCell In EventArgs.DataBuffer1.DataBufferCells.Values If Cell.CellAmount <> 0 Then 'api.LogMessage(cell.CellAmount.ToString) api.Data.ClearCalculatedData(True,True,True,"A#Target") eventargs.DataBufferResult.SetCell(api.SI,cell) ' El

We built only our different types of security (Data, WF, Access, Certify...) into Hierarchical structures. When using the SAR solution, it just lists all roles and does not say it is direct or indirect so for some users the list is very long.  This has our Auditor very confused and asking why they need all these different roles when they really only have say 4.  Anyway to run a report that would say this is direct (Parent Grps that Contain This User or Child Grps and Users) vs. indirect/Inherited (Parent Groups that Contain this Group).

I am getting the "String was not recognized as a valid DateTime" error when trying to execute the batch dataload using the extender business rule. The value being passed to the batch is the following string: "2023M1" I would appreciate any advice on the cause. Thank you, Yan    

I use an xfbr in my CV based on rules. In the scenario dimension we have put text into the Custom Settings (Text1). What is the syntax to get the Scenario Text1 into the case string (Bold)? Also is it possible to incorporate this into the time frame with :Name(etc...xx). If args.FunctionName.XFEqualsIgnoreCase("GetSCenario") Then                                                           Dim curScenario As String= args.NameValuePairs.XFGetValue("curScenario")                                                            Dim curMonth As String = Right(CurScenario

All - I am working on Conditional Input rule and when I create a Finance rule & attach to the Cube business rule it is working but when I am trying to call the Finance rule or extender rule using DM job it is not locking the cell. Any idea? why it is not working? Any input is appreciated. Thanks   Case Is = FinanceFunctionType.ConditionalInput'If api.Pov.Time.Name="2022M1" ThenIf api.Pov.Scenario.Name="Forecast" Then'If api.Pov.Account.Name.XFEqualsIgnoreCase("ReadAccts")  ThenReturn ConditionalInputResultType.NoInput'End IfEnd If

My source file has a column that contains both, account name and account description. The account names are either 4, 6, or 7 characters and there is a dash (-) in between the name and description (see example below). I'm trying to extract the account name but I have not had any luck with the In String function. Any suggestions?   Account Name and description: 123456 - Cash 2345 - Accounts Payable 3456789 - API Function in Excel: =LEFT(A1,FIND("-",A1)-2))

Hello, Please share a reference for adding a relationship between dimension members via Extender rule. I am trying to add new members via Extender rule, the member gets added as an Orphan.  I have tried using SaveRelationshipInfo by passing Parent Member ID, Sibling ID and the new member ID, The IDs being passed are correct, but still the new member gets added as an Orphan.  Current code which I am trying for adding relationship:     Public Sub AddRelationForNewCurrentRate(ByVal si As SessionInfo, ByVal api As Object, ByVal objPriorMemberInfo As MemberInfo) Try Dim objUtil As New OneStream.BusinessRule.Extender.EQUIP_Utility_Helper.MainClass(si) Dim sParentMemberID As String = String.Empty Dim sNewMemberID As String = String.Empty 'Get Parent Dim objParentMemberInfo As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "RevSummaryAccounts", "A#[" & Sibling & "].Parents", True) If Not IsNothing(objParentMemberInfo) And

Hello,  I am trying to "translate" the system elements IDs of Origin and Consolidation dimension. I found that they are stored in the SQL database with the following IDs.   SELECT distinct [ConsId]FROM [ONESTREAM_FSK_TEST].[dbo].[vDataRecordAll]retuns this list176-136239-125737 SELECT distinct [OriginId]FROM [ONESTREAM_FSK_TEST].[dbo].[vDataRecordAll]retuns this list -999-33-30-32-12 Can you help me reconciling the IDs with the dimension elements? Thanks in advance Marcello

Hey everyone. We are implementing a use case for a client that requires import of transactional data found within a csv file. The data is comma delimited, and enclosed in quotes. For example, if the data source contained only three fields, this is what it would look like:"Field 1 value","Field 2 value","Field 3 value"The problem that I'm having is that sometimes, Field 2 also contains a quote in it. For example, the client sells parts, and Field 2 contains a description of the part. The description happens to contain a quote (for example, 2" pipe). The data extract routine the client uses automatically includes a second quote to cancel out the first. So the value of Field 2 in this example would be: 2"" pipe. The file, if opened in notepad, would look like this:"Field 1 value","2"" pipe","Field 3 value"I've not figured out a way for OneStream to correctly handle this. The only solution that seems to work is pre-processing the file to strip out instances of two double quotes that aren't

I am building a BR and kicked it off from the BR editor panel. It is stuck in an infinite loop. Is there any way to abort it?

Hello-We created a connection to an external database and I can see it just fine in our Dev application. under Data Source > External Database Connection in Dashboard Data Adapters. The issue we are having is, we are not able to write and execute a query against this External Database. Instead, we are only able to execute a stored procedure but the SQL Query field will not allow us to do something like:execute dbo.usp_GLReportHas anyone run into a similar issue? Any ideas are greatly appreciated.

Can we pass a parameter in the Cube --> Data cell access security in the member filter section? I have tried using a parameter for the time dimension and it does not seem to work. But if i pass the member directly it works ok. I have tried using Member list as well as Literal value types in parameter. Attaching a reference below:  

Hello team,I need to know how we define the unassigned parent entities in the entity assignment for a WF ? Is it through a profile property or through an entity member property in the entity dimension ? i am not able to find some entities in some WF and it appears in others. Also , is it possible to call a function Entity base or hierarchy instead of calling entity by entity in the entity assignment tab ?Thanks 

Hi all, has anybody ever developed reports that connect directly to the SQL database? Do you know how security is applied? Is there an intelligent filter on the Onestream application security layer?   Our doubt comes from this example: 1. we developed a simple report showing data of journal (table JournalHeader)   2. the report shows many journals posted on several companies 3. we published the dashboard containing the report in OnePLace 4. Logged as a normal user with access rights to a specific entity we can see journals of all companies   So we think that security is not applied. We think that the same issue (security not aplied ) may happen to the standard "Application Reports" too.   Thanks is advance for the help  Marcello  

Hello All, I have 2 questions regarding interaction between workflow standard functionality and user's rights. When we use form templates, by default users can complete/revert form or the complete/revert Forms workflow. My client would like to adapt this behaviour so that user can complete their form/workflow but revert can only be done by admins, hence those buttons should remain greyed out/inactive for end user : is it possible ?   Also, when we complete a form or even lock centrally a whole workflow, that prevent any data input but still allow users to run calculations through buttons (which trigger data management jobs) that are present in the dashboard. Can we lock somehow the fact for end users to be able to run, or not, those calculations? Thanks for your help Matthieu

Hello! I have a question about other customer experiences and best practices regarding forecasting adjustments. We have forecast scenarios set up and previously would copy the entire scenario as the base for additional “adjustment” scenarios. We used these to toggle on or off certain risk adjustments in future periods but in order to save space and stop replicating so much data, we’re trying to move to another method instead. In our application, we have our UD3 set up as a more detailed Origin dimension where specific layers of adjustments are added (journal entries are split into more detail for GAAP or non-GAAP for example). This is where we were planning to add the adjustments but I wanted to check in with everyone else first to see if anyone has experience. Basically what we want is one scenario where I can pull a UD3 “base” of the expected forecast data then “base+adj1” which would be an alternate hierarchy of the base data plus adjustment 1. Then we’d replicate that alternate hie

We need detailed logging for troubleshooting and investigation of issues, so we have Detailed Logging=True. When set to True we like to hide all the details for the end-users when an error prompt is shown so only the administrators or specific role have access to all details in the detail logging.

I am taking a copy of an application to create a Sandbox for the users to test things. I have been using the document 'How to make a copy of a OneStream XF Application' which I found on ServiceNow. While the document explains how to take a copy it doesn't explain the options. I found I have to select the option 'Create a New Application Unique Id' when renaming the application: I can't find any reference to it in the 'Design and Reference' guide nor the Foundation handbook. I think it means that by renaming the application, you are creating a new application separate from the source application rather than simply changing the name of an existing application. Can anyone confirm or correct?   Thanks Marcus

The size necessary to buffer the XML content exceeded the buffer quoto while try to submit a journal entry..

Hello! I'm trying to set up a few workflows that individually kick off an SFTP load,  but only for that given workflow. I created a dashboard button that the user clicks on to run the SFTP data  management job, but it currently loads the fiels for all workflows set up for SFTP. I'm tyring to find a business rule line that doesn't sue the batch file load. Are there any examples of only loading a file based on the workflow selected?   Thank you!

Hi  Do we have any process or procedure which helps in migrating OneStream application from one environment to the other.We are aware of application load or extract. Do we have any another best process which can help in migrating to adopt only recent changes to application. ThanksChand

I currently have accounts tagged with a text value within Text1 default. There are rules which refer to the text value.  My question is, if beginning in 2022M6 (for example), how can I set this text value to blank to make sure the formula no longer runs on this account. Let me know if there are any thoughts outside of entering spaces or a different value.  Thanks for the help. Cheers!

Hello, In another post user KarlT suggested the use of the UD defaults available for UD1.  I manually updated members, and the functionality is exactly what I need. I need to update the field through a data load.  UD1 members (Projects), will always have a single UD4 value.  In the current TransformationEventHandler rule I am updating text fields in my UD1 members.  I thought I could just duplicate the code an update UD4Default.  However it is not working.  I know it is trying to update the UD4Default value, because if I manually assign a value, it gets cleared when I load. My 2nd thought was that since it is a member selection and not a text field I needed the member id.  Which is my attempt below.  Any thoughts or suggestion? 'A3 is the department (UD4) example 189 'UD1Attr1 is the project (UD1) example 14123 'D1_Defaults MembersDim DeptId As Integer = BRApi.Finance.Members.GetMemberId(si,dimtypeid.UD4, A3)Dim UD1Dept As MemberInfo = BRApi.Fina

Hi All, I am very new into the OneStream world. Wondering for those OneStream Functional Administrators out there, do you have the “Administrator” role or it is just for the IT team? I have been a techno and functional guy in the HFM world for many years, so I am not used to lose the admin rights. Just want to see whether it is a common practice out there that I need to adjust. Thanks in advance! * This post has been migrated from Champions

Hi Team, I would like to understand how you are managing the Entity changes on a monthly basis. For eg: the Entity name in 2021 M6 is San_Jose_213 and it is changed to SFO_213 in 2021 M7. If I choose the rename option, then 2021M6 cube data will override but custom tables created for our requirement will remain with the old MEP name. On the other hand, if I chose to create a new entity how to intact both the entities for future reference