OneStream Platform Forums

Is it possible to build a Business Rule (Dashboard Extender) that connects to and updates the Task Scheduler Table without the use of a BRApi?  Our team is currently connecting to the table using BRApi.Database.ExecuteActionQuery.  This function allows users to update the Task Scheduler through a dashboard.  But we would like to find an alternative approach to updating.

Happy end of masking!! We are trying to pass multiple months to: wfClusterPkChild We tried to pass Qtr1.base but we get error message. Any suggestions on how to pass M1, M2 , M3 - which are base level children of Qtr1 ? Here's our code: wfClusterPk = BRAPi.Workflow.General.GetWorkflowUnitClusterPk(si, profileName, scenarioName, timeName) where timename is 2022M1 Dim wfClusterPkChild As New WorkflowUnitClusterPk(profileInfo.ProfileKey, wfClusterPk.ScenarioKey, wfClusterPk.TimeKey) --- where timename is 2022M1 - it works great. However, when we tried to make timename = Qtr1.base, we get error message.   When we try to display using wfClusterPkChild.ToString, we see this "ProfileKey (ffb8c7f5-2cc0-48bb-b483-a2c81cb84875), ScenarioKey (0), TimeKey (2022003000"   wfClusterPkChild= ProfileKey (ffb8c7f5-2cc0-48bb-b483-a2c81cb84875), ScenarioKey (0), TimeKey (2022003000), wfClusterPk.TimeKey = 2022003000 

If each Cost Center is mapped to a single profit center, can that be stored as a Text attribute in the metadata and then referenced in Transformation Rules?

Statement: A parser business rule is commonly used with a data source Question Credit: Chris Bielinski   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? We’ll be hosting a LIVE game show at SPLASH San Antonio! Come participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!

What is the best way to design and implement constant fx rate analysis?  We want to apply a budget rate to all months for actual/fc/budget.  Entities are loaded in local currency and I thought it would be simple to use an entity hierarchy in which I'd put the custom rates at the parent level so during consolidation it would use the set fx rates.  Unfortunately this is not working as I had hoped, I'm not seeing a difference at the parent level between the "real" hierarchy and the constant rate hierarchy. Thank you.

Does anyone have any sample code they can share to see how to trap errors during an automated dataload process?  Currently, all I can see is that the dataload process executed and completed but it does not tell you if something happened in between.  I'm having no luck capturing if an error was encountered during the import or validate steps.

OneStream is the best EPM app for consolidation and everything planning - it is going to kill Hyperion / Essbase !!Does anyone have a sample business rule BR for a column (e.g. K) to Accumulate what is in another column (in Cubeview)?I probably have a written something similar long time ago, but would like to see if someone else wrote a better BR.

Happy "end of forced masking" everyone!    Why can't we log in as user administrator recently? We get message "invalid user or password" Maybe Our user administrator is locked out due to too many attempts to login with invalid password. How do I unlock ? (ps. I read OS Design and Reference guide about enabling users - I see that user Administrator is enabled. 

Hi All - I am trying to copy Base accounts from Actual to Plan Scenario but it is not working when I try to consolidate but it is working when I perform force consolidate. Below is the code and any help would be appreciated.   If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyforEntity())) ThenIf api.Pov.Scenario.Name = "Plan" Thenapi.Data.Calculate("S#Plan = Eval(S#Actual:O#Top:I#Top:U1#Total_CostCenter:U2#Total_ProfitCenter)","A#[Corp_US_Sales].Base",,,,,,,,,,,,AddressOf OnEvalDataBufferScrFilter)Brapi.ErrorLog.LogMessage(si,"APIDATA") End IfEnd If Private Sub OnEvalDataBufferScrFilter(ByVal api As FinanceRulesApi, ByVal evalName As String, ByVal eventArgs As EvalDataBufferEventArgs)TryeventArgs.DataBufferResult.DataBufferCells.Clear()For Each sourceCell As DataBufferCell In eventArgs.DataBuffer1.DataBufferCells.Values'Only process cells that have dataIf (Not sourceCell.CellStatus.IsNoData) Then'Apply filtered source cells with data as the new Data Buffer CellsDim

We are trying to develop logic to do the following during transformation: If the G/L account in the load is in a certain range and the UD2 member is valid, load to that intersection      otherwise If the G/L account in the load is in that same range but the UD2 member is invalid, map UD2 to None   Has anyone gotten something similar to work?   Thanks,Bil

Hi to all. Wondering if any of you have been able to connect PowerBI as a data source in Onestream. In this case, PowerBI is an Analysis Service server. any thoughts on how to start doing that?  Thanks in advance

Hi experts, The business users had posted some retained earnings adjustments to both base and parent entities at OwnerPostAdj consolidation level. I have a very simple opening balance rule that works across all entities and consolidation levels: api.Data.Calculate("F#100= RemoveZeros(F#EndBal:T#PovPriorYearM12)","A#<balance sheet accounts>.Base") We are seeing that the opening balance (F#100) member is correctly pulling the OwnerPostAdj numbers for the base entities from prior years, but is not bringing in the opening balance from the parent entities at OwnerPostAdj level. I did a 'Force calculate with logging' and see that the 'ReadDataRecordsinDataUnit' step is showing zero records in the database. However, I can confirm that the journal was posted in M12 at the parent entity and C#OwnerPostAdj level. Any suggestions as to what else I might need to check? Regards, S    

Hi,  I have a list of "segments" in the text 2 property for each Entity. For each Entity I would need to see these "segments" as columns in a cube view, so I need to return a "member list" however these "segments" are separated with a pipe ("|") delimiter in the text 2 property. The above "segments" in the Text 2 line are already defined as UD2 members in the Dimensions section. I was investigating the use of an XFBR formula however I can only return the first member list in the Text 2 property and not a list. Any advise would be helpful. Thanks  

Dear Community,   I have a use case where the user would like to change a value by clicking a button. when I click on the "+" icon, it will add 1 into my parameter shown in the label, and when I click on "-", this would remove 1. Very simple, it can be done just with an input but I would like to do it with icons just for fun 🙂   Basically, this looks like this : I was thinking of using an XBRL but not sure on how it would fit ?   Regards,  

Often global companies may report a metric like units sold or volumes in a stat account.  But that unit of measure may vary by region or country.  Below is one option for handling the conversion of stat accounts like units sold or volumes.   For example: Metric Ton to US Ton Kilograms to Pounds Liters to Gallons Etc   Here are some high level ways to tackle this in an application.    Considerations: Entities are tagged with currency already Normal Revenue/Expense account types will naturally get “AverageRate” table PVA method (all else equal) Normal Assets/Liability account types will naturally get “ClosingRate” table VAL method (all else equal) You need to identify which accounts (aka UNITSSOLD) need a translation rate table that differs You need to identify which entities are sending which volumes to drive translation to use different rate table   Your conversion rates do not vary over time so you really just need to store these

Hello community, We are trying to prevent the end users from uploading a data file on an import workflow step that is certified.To do so we have started using the the TransformationEventHandler in the Extensibility Rules. We are able to get into the right code:Select Case args.OperationNameCase Is = BREventOperationType.Transformation.ParseAndTrans.StartParseAndTransformFrom here, we have access to the workflow step arguments TransformationEventHandlerArgs (for example the file that has been uploaded etc).We know that we can get access to the certification status from DataQualityEventHandler business rule using:Dim CertifySignOffInstance As CertifySignOffInstanceInfo = DirectCast(args.Inputs(2), CertifySignOffInstanceInfo)and Dim signOffState As Integer = certifySignOffInstance.SignOffStatewhere signOffState = 110 or signOffState = 130 means that the workflow is certified. Which is great. The question here is how can we get access to the CertifySignOffInstance from&

Does anyone know how to extract data using Data Management pulling C#Elimination and a dynamic entity filter such as E#TOTALCO.Descendants?  A parent entity is required but I have been unsuccessful at different options for the parent filter such as E#Default, E#TOTALCO.Descendants, E#|PovParent|.  

Hi  We have set up a line of business attribute in our UD3 dimension based on cost centres. It has become clear that in several reports we need to aggregate some of these members. I think the easiest way to do this would be if we could introduce a new layer between the current parent and children. My questions are a) is it possible to do this and if so how? and b) how would this impact reports that are already in circulation? I have tried to illustrate what I'd like to do in the picture below. Thanks

Hi all,   We've recently implemented RCM and I have one issue I'm trying to figure out. Certain accounting teams want to do reconciliations (for SOX controls) on certain accounts that have always had 0$ balances in the account month ends. I'm currently lost on how to get these into discovery - since it seems there has to be a balance at least one time for it to be populated there.   Is the a manual way to add a couple of all-time 0$ balance accounts that way there will be a reconciliation option for it?

Is there a way to customize the charts in TM dashboard to show category 2 values as X axis?

Hi,   I am looking for a Business Rule (DataQualityEventhandler) to send e-mail notifications when "Set IC Transaction Status" is used. I know how to send e-mail when the "Set IC Transaction Status" is used. The challenge is to get the comment and other information from the ICMatchStatus table and to pick up the e-mail addresses to send to. So, I want to check for the entity in the ICMatchStatus table and all users with access to that entity should then receive the e-mail notification. I want to use the e-mail on the users to create the e-mail list for sending e-mails.   It's more or less the same as with the journals. If a journal is for example created, then an e-mail is sent to the users that can approve the journal. The e-mail will then also contain the journal they are suppose to approve and/or post. This I have, but the ICTransactionStatus is a bit    Regards, Peter  

Hi Everyone, Thanks in advance for the responses. I am reviewing the impacts on a force consolidate on a specific entity and noticed that my results differ when i run a force conoslidate from a cube view and a force consolidate using the calculation definition within process cube.  I made sure that my POV was identical on the cube view versus the process cube.  Can someon explain to me what the difference is or how there could be a difference between the two methods? Thank you!  

Good Morning, Everyone --  I have a report which showcase forecasted KPIs using a set of assumptions and conditions. There is a growth rate that is been used to grow the KPI for each forecasted month.  Do we have something similar within Golf Stream?  Would appreciate any ideas. Thank you!

We just downloaded the latest version of ACM released in March. I am using the ACM BRs to load hierarchies from a table into OS dimension. I have populated the member and tree tables as needed and everything seems to be working fine, however we are not seeing an option in which this load would follow a “merge” like behavior.  Currently if my table does not have a specific member or relationship. Onestream is just deleting/orphaning those members.  Is there a way to have this behave like merge that it does not delete existing members in Onestream which is not present in the table or incoming load. We had similar behaviour in prior version of ACM but are not seeing this now. 

Hi, sorry for such a small issue but hoping to get a quick second look. I input the following to calculate BW percent but the following screenshot with the error keeps coming up, despite the comma I put in. Would anyone know what could be wrong with the syntax?  GetDataCell("BWPercent(S#Working:V#QTD:T#QuarterNext1(|CVTime|),S#Budget:V#QTD:T#QuarterNext1(|CVTime|))"):Name(Var %) Thank you