OneStream Platform Forums

Is there any way to get a complete listing of active users and disabled users

Hello All, I have one specific query about data Management Tasks as below: If I want to allow a user to be able to edit parameters of only one of of the DM Group and not to allow edit anything else - Question is >> which 'Security roles' need to be looked at? I can see only way to allow editing is to allow Security role 'ManageData' BUT this allows everything and all DM tasks and even user can setup a new DM group - which is really risky and can not be allowed.  Kindly help with your comments if I am missing something here. Our current status is, we can not allow users to edit the DM tasks and we keep on making parameter changes for business users, which is really a big pain. You guidance here would be really very helpful. Thanks Satish  

Business Rules can be used to load data into OneStream even after certification and Data locking.  Rule writers must take care and ensure that the rules has syntax lines to prevent such things for happening. Any other comments on this topic from the experts? 

HI All, I am working on script to copy data from one channel member A to channel member B (New member),  requirement here is to copy Actual, planning and forecast data. After data copy Member A become parent and Member B become children for Member A. As per my knowledge this can be achieved with below mentioned options. 1.  Right custom script copy data from Member A to Member B.  2. Export data from Member A and load back into Member B. apart from this are there other ways like mentioned below. 1. What will happen if I rename Member A to Member B, is this work ? I mean data move from MemberA to Member B? 2. Post creating member B, is there any workaround to map Member A data to Member B by changing reference back end tables? Thanks, Sandeep

I have a extensibility rule which copies and adjusts rates in modeling scenarios. Works fine for Administrators, but I would need to get this working also certain divisional users, which do not have the Manage FX rate role (as per now). To my understanding the rule is not able to update the rates since the session info contains user which does not have Manage FX rate role. Is there any way of getting around this, other than granting the Divisional users the Manage FX rate role, which would give them access also to certain rates that they should not be able to adjust?

TeamI have 2 concerns:-Few members under account dimension i see grey out which am not able to edit. How do i make them editableHow do i mass delete the members in Hierarchy and under Orphans without loading the entire metadata RegardsVarun 

Hi!   I have a matrix source file with cost centers (UD1) in different columns. As I see it I run in to two problems. First one is that I extract a separate file for each entity, and different entities have different amount of cost centers. The second problem is that a file can have more than 100 columns and I want to avoid to create that many source dimensions, if it is even possible at all. So is it possible to create a dynamic data source that checks the number of columns in a delimted file?  C    

We like to have a "Prod Yesterday" version in Test that has data from the overnight backup of production.  This helps when working with data issues and testing where one wants to have up to date data.   The major stumbling block to automating this is the need to automate the Rename Application functionality in OneStream Database Configuration manager.  Has anyone found a solution for this?  Or, for the more general solution of automating a daily restore of production to a lower environment for on premises OneStream?  Overall process:  MS SQL job restores the MS SQL DB to the lower environment  We run the One Stream Database Configuration Tool , select the database, right-click and select "Rename Application"  Restart the IIS servers  Import (IE "Load") XML files to apply Test environment config 

Hi,   I have some accounts I either need to map to an asset account (100000) or liability account (200000). The mapping should be based on the total account incl. sum of all dimensions. e.g. A#12345:I#IcpA = 2000 A#12345:I#ICPB = -3000 Then both accounts should be mapped to the liability account, but still to IcpA and IcpB.   If I create a derivative rule with create if < 0 and > 0 then it looks at all individual rows. If I then create a prefix check account where I set all dimensions to e.g. Total_Member, then it will also be Total_Member it includes in the further mapping.   Any way I can do this in OneStream?   Thank you   /Kenneth

Statement: I have People Planning in my application, I can set this up so that only some people can see the data – and not the CFO admin Question Credit: Peter Fugere   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   Want more Fact or Fiction? OneStream Press Authors are subject matter experts... but do they know about the 80's, sports, movies, or other pop culture trivia? Are you able to tell if their knowledge is fact or fiction? If so, come for the crown, stay for the fun, and emerge the new Fact or Fiction Champion at Splash San Antonio. Prizes will be awarded! You can volunteer to participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!    

Hi , I am trying to write a statement similar to below in a Finance business rule. This copies all data for source scenario to target scenario for Base accounts under a specific node  and some additional filtering. This works fine when both Scenarios are of type Forecast. However for Actuals to Forecast it is not working and this is because our Actuals are extended and uses a deeper granularity than forecast type scenario ( which uses a summarized granularity). I have seen O/S snippets and article that we use a convert data buffer command to make this copy work , but unable to find the exact syntax which can help me to also filter accounts and other dimension as shown below.   api.Data.Calculate("S#" & Target & " = S#" & Source & ", V#Periodic" ,"A#GMACM.Base" ,,"O#BeforeAdj.Base","I#None",,,,,,,,,AddressOf onEvalDataBuffer,,True)

We recently migrated from the legacy “client API” to the “REST API”. They are fairly similar and the migration was straightforward. We use these interfaces to retrieve data via custom “cubeviews”. The cubeviews act as a vehicle for exporting business data from onestream cubes. However it would be more convenient if we did NOT have to build and deploy cubeviews each time we needed a new piece of data. I have not found any mechanism for this yet, either in the old “client API” or in the “REST API”. In other words, it would be nice if there was an “ad-hoc” mechanism for retrieving data programmatically from dimensions and cubes. I haven’t found this yet, in the OneStream “DataProvider” interface. I see that there is an option for running SQL queries but I was told to avoid it since it is low-level and is used to interact with raw/internal SQL tables whose schemas would not be meaningful from a business perspective. In short, I’m wondering if there is a way to extract data progra

I have some experience retrieving structured cube data from the REST API named "GetAdoDataSetForCubeViewCommand". However, I'd like to get ad-hoc information. Ideally there would be another method that is analogous to retrieving data from an Excel "quickview". Did I overlook a "quickview" mechanism in the REST API? I am using the documentation named "REST API Implementation Guide", but it doesn't mention anything that looks promising. Perhaps there may be some undocumented approach? The cubeview already does much of what I need. However it requires preparation (the cubeviews must be prepared ahead of time and deployed to the server). It would be better if the API allowed "quickviews", since they don't require any previous preparation or infrastructure. Currently we are using Onestream v.6.3.0.  

Even a simple globals.getObject("_ex") throws a object reference not found error. Is the use of the globals object prohibited inside a spreadsheet rule? The code: Error log when this spreadsheet rule is used: But if I comment out line number 24, the error log becomes:     

Hi All,  in OneStream 6.x some functions in Business Rules became Obsolete. One of them is the BRApi.Database.GetCustomDataTable where the initial script required a string as CriteriaExpression but now it requires a list of dbWheres. That part I fixed. There are also functions that are not available anymore like: 1) Warning at line 418: 'Public Shared Overloads Function CreateSubstVarSourceInfo(dbConnFW As DbConnInfo, dbConnAppOrFW As DbConnInfo) As SubstVarSourceInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. The SubstitutionVariablesHelper is not available anymore.   Has anyone an alternative to this function (often used in MarketPlace solutions)?         'Create DBConn Infos (Only Used for EngineIfStatement Expression Processing) Using dbConnFW As DbConnInfo = BRApi.Database.CreateFrameworkDbConnInfo(si) Using dbCon

Hi All,Has anyone integrated OneStream with OKTA in their organization to enable SSO login into the OneStream applications? Any leads/suggestions would be appreciated.Thanks 

hi,i have a long running DM job which was triggered from ControlM using the REST API. The problem is controlM couldnt wait for the DM job completion to mark it as completed since the DMjob takes more than 2 hours to complete. Can we write a seperate function which sends back the DM job status from OneStream so that controlM can polls and check for the DM job completion. Is there an API method available which gives out the status of the DM job. ThanksVijay 

Hi, this might sounds like a stupid question to the more experienced people in the community, but how do I refer to the workflow variables from within an extensibility business rule? These 2 lines of code are of course not working: Dim sScenario As String = |WFScenario|Dim sTime As String = |WFTime|   Any hint? Thank you  

Hello, has anyone seen an error like this before? I'm loading information from our PreProd to Prod environment and am getting the following error: "Summary: Error processing XML file type 'DataSources'. There is an unclosed literal string. Line 11771, position 4968693." From what I can tell there isn't anything particularly special about this line of code. It also appears that the remainder of the datasource file was loaded even though this error was received. Any help in this matter would be appreciated.

Hello!We're implementing Transaction Matching and we have a use case to load transactions on a daily basis and run matching each day.  Our TXM scenario has 12 periods, but we're finding that once the data in the Import step loads to the data set and the transactions match, additional files cannot be loaded using the same import step since there are now transactions from the first data set that have been matched. Example: Import transactions on May 1 into 2022M5, run matching - transactions are matched.Import transactions on May 2 into 2022M5 - error - all transactions in stage have to be unmatched first before reloading. Wondering how others handle this - create a separate import step for each day of the month to load each individual daily file and combine them all to load into one data set?  Are there other options?Thanks!Kathryn

Statement: You should not parse data by anything but Entity. Question Credit: Peter Fugere   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   Want more Fact or Fiction? OneStream Press Authors are subject matter experts... but do they know about the 80's, sports, movies, or other pop culture trivia? Are you able to tell if their knowledge is fact or fiction? If so, come for the crown, stay for the fun, and emerge the new Fact or Fiction Champion at Splash San Antonio. Prizes will be awarded! You can volunteer to participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!

Hi, I have built a Finance business rule that users a data buffer to identify base level UD1 members with data at a specific intersection and sort the results. The user is prompted to select a parent level Entity and that is passed to the BR and used in the buffer.  Note:  The BR is called from a Cube View. What I need to do next is take the parent level Entity that the user chooses, pull in a list of base level Entities under that parent, and then loop through my data buffer for each of those base Entities, and then add the base UD1's to my list if they meet the Text# conditions I check for.  How do I go about calling the base level Entities member list and pass them in one at a time into my Data Buffer so it loops through them? Thank You

Hi I am trying to extract a dashboards  from an application and load into another application, would any one be able to share the XML template that is used for Project Extract & Load? or would appreciate any other helpful suggestions and guidance.    thanks - Kumar 

Hi all,  is there a way a flip sign can be applied to a mask account mapping that contains a complex expression? See screenshot below (partly), the customer created nearly 4000 lines of code in here.     

Hi All,   I'm looking for documentation on best practice to write and NCI calculation? If anyone could point me in the right direction that would be greatly appreciated.   Cheers!