OneStream Platform Forums

We have data imported periodically to a Scenario with the following setup - Retain next to True and everything set to Periodic inclusive of the data source and TR as shown below.  The account is an Expense type.  In the example - M4 is the only period with a value for this specific intersection, which we see in the Import data screenshot. The Cube View screenshot shows the periodic and YTD views wherein it appears that the periodic M5 value is reversed even though is no data loaded for that period.  Based upon my settings and the data presented here I did not expect to see the M5 reversal amount.  Does anyone have a suggestion as to why the value is reversing in the next period and how to resolve this so that this doesn't happen?        

Hi all What is the globals object good for we are seeing in all the business rules?    

I am building a data adapter utilizing the SQL command type. In my query, I reference the ConsId field. What database table can I join to for the Name/Description fields for the ConsId field on my primary table?  For example, I can join to the [Member] table on the [DimTypeId] and [MemberId] fields to return Name/Description fields of an entity or account, ect. I'm also looking for currency ID Name/Description, if that is held in a different location than ConsId. Example of my query: SELECT JLT.[ConsId] FROM [JournalLineItem] as JLT LEFT JOIN JLT.[ConsId] = [Tbl_Cons_DimensionData???] WHERE JLT.JournalID = 'ABC'

Hi all,    We have a simple copy calculation on a forecast scenario that copies in the actuals data for certain periods, defined in a text field. We've had it for years and it generally works fine with no issues. This quarter though, I'm having an odd issue. There are a handful of intersections that are copying only USD values, but not local values and I cannot for the life of me figure out why. ANY suggestions or thoughts on what to review would be helpful!    Here's the calc on the scenario for reference:  Text2 field is 3 (technically "Firstforecastmonth=3") on the scenario and I'm looking at M1. There are about five accounts (out of hundreds) that are off, but inconsistently so there's not one specific piece of master data that seems to be driving the issue. Exchange rates are loaded and the entity with the issues is a CAD local entity that's translated into USD. The part that's truly baffling is that it's only copying in the USD value - here's an example

Happy end of Ukraine war (hopefully)?? We have 9 Windows on-premise servers. 1) How do I know Which one is our OneStream app server, Data Management server etc? 2) I am running Parcel services which writes to OneStream's C:\OneStreamShare\Fileshare\Applications\Will that write to OneStream's application server or DM server?  Parcel services kicks off a Data management job that exports files/reports to that C:\OneStreamShare\Fileshare\Applications\ folder. Thanks for your help.

We currently use the XFR_MemberListRanked business rule (from Golf Stream) to rank items in our cube views.  We have a request to rank based on percentage.  I'm curious if anyone has a solution for this or has done this in their application.   

I have created an extender BR to load from a  xlsx file with xft named range into a custom table. The file is in the OS cloud fileshare in a specific folder. I am 100% sure the file is set up correctly and the path is not an issue, however I still keep getting an error when running the BR from data management that file is invalid or missing. Can someone please help.  Below is the BR . What am i missing   Dim fileName As String = "XFD_Plan1.xlsx" '<-- Enter name of Excel fileDim filePath As String = "Applications\OneStreamDevelopment\Batch\Harvest\" '<-- Enter path to Excel file'Note: dbLocation, TableName, LoadMethod & Field names defined in header of each excel "xft" range.BRApi.Utilities.LoadCustomTableUsingExcel(si, SourceDataOriginTypes.FromFileShare, filePath & fileName, Nothing)

Hi All - I'm trying to understand why this would occur. I had loaded some prior year data, but somehow one of the month is showing negative numbers. I tried to consolidate but it wouldn't change. Wondering what I need to do to fix this?  

Hello, Apologies if this seems like a rather basic question but I couldn't see anything in the Golfstream app. Is there a standard business rule I can take which copies data from one POV into another and modify it so I can effectively combining two base entities into one?  Thanks, Oliver

What is the best way to stop administers to see the PLP Register and plan tables from the system /database tab. We have added the access/maintenance  group for ancillary tables setting in the config file,  however that is only stopping getting the to the PLP register dashboard. However it is not stopping the following two items Admins being able to go to system/database and see the table dataIf I create a new dashboard with a data adapter and write a sql query on the register table, any user with access to the dashboard is able to see the salary data. What is the best practice for this. Also – if we use any additional custom tables to load additional comp related data , is there any way to provide security on those custom tables ? 

Hello,   I have a use case where I need to get data from siblings (or parents) for a dynamic calc. Entities A,B are part of the same parent EntityC. Cost1 / Entity A : 1000 Cost1 / Entity B : 500 Cost2 / Entity A : 2000 Cost2 / Entity B : 1000 The calculation of the KPI should be as follow for each entity : (0.5*Cost1 + Cost2) / ( 0.5*Cost1:EntityC + Cost1:EntityC). or : (0.5*Cost1 + Cost2) / ( 0.5*Cost1:EntityA+EntityB + Cost1:EntityA+EntityB). (it's the same really) Just to give more fun to it, this formula should be dynamic, as I have multiple entities and multiple parent...   I'm looking for a formula that would help me achieve this ?   Regards,

Where can I find attachments to posts (in community)? Happy Spring everyone!! How can I direct message to community Admin? Our community Admin gave an excellent hint on how to send email notification in link below: https://community.onestreamsoftware.com/t5/Office-Hours/With-respect-to-e-mail-notifications-in-Task-Manager-are-the-pre/ta-p/1453 He claimed to have attached  UTM_EmailLateTasksHelper Business Rule to his answer, but I don't see it.I would like to direct message him and request that he posts his business rule.Thanks.

Hello everyone -    As the title mentions. How do I grab a list of entity members which contains the word "district" within its name/description? 

Hi, We would like to have account instructions in one place like a manual on how each account in the Balance Sheet and Income Statement etc. should be used. Are there anyone that has tried to incorporate that into Onetream? Like below: All suggestions highly appreciated   

Happy Spring!!Silverlight no longer downloadable nor supported by Microsoft. However, when it is needed to run OS in IE 11 web browser.  How do I run OS in IE 11 web browser without silverlight? I'm on OS 6.1.1.  I am using OS windows app, but like to run OS in IE 11 web browser simultaneously

We are exporting batches of reports using "Parcel service" - each report is exported to a folder with "2022_March" in its name. At the beginning of April (and every month) I had to go into each report's path and manually change the path to "2022_April" of each output filename-report to reflect the new month.  I think the solution is to extract (export ) the Parcel reports parameters to XML file, change the paths manually, then re-import the new XML file. However, I exported all Dashboards and application - I was not able to find Parcel report parameters.Any idea where to extract them?We Clicked on System> Environment under the Tools menu. - Click on an App Server within the Application Server Sets menu. -On the Configuration tab, there is an entry for FileShareRootFolder; but that's not where the path is defined. 

Hosted by Azure/Managed by OS, so never spent anytime learning how to monitor our environment other than at the very high level (System-Environment-Refresh). Hoping someone can point me in the right direction.  Really looking to see how long Excel queries take, steps within consolidations and just general overhead.  I seem to remember something provided within Azure to monitor but not sure if that is still around or not.  We are heavy for 8 days and adding more functionality so need to make sure we can still run acceptable during that time.

Hi,Is it possible to extract one dimension member instead of total dimension members from one environment and load the same into another environment? Regards,Madesh K

How can I import data for multiple time period all in one go? I was told that its possible. But wondering what settings do I need to change in order to do that.I tried using "Replace All Time" but the Time is set to "Current".  I'm uploading a excel base file. Any guidance on this will be appreciated.  

Hi,Is it Possible to extract any metadata (For Example Account) from one environment and upload the same into another environment? Thanks,Madesh K

Hi OneStream Gurus, I have a workflow profile with multiple rows (assigned entities, parent node....). One calculation definition executes a data management sequence. I am using the WF text to pass the entities to the DM sequence and this works fine.. But I was wondering if there is a way to pass the entity from the calculation definition row to the DM calculate sequence or the data quality event handler business rule. As expected if I use the E#Root.WFCalculationEntities in the DM calculate it runs for all entities defined in all rows. Thanks Maja

Hi OS gurus. Hoping to get a little help on converting a Hyperion line of codethat is using SUMRANGE to OneStream. Here is the Essbase line I am trying to convert: IF(@ISMBR("Assoc Ex Elim"))@SUMRANGE("Cash - Asset",@CHILDREN("Assoc Ex Elim"));ENDIF This piece of code is going to reside in a Flow member that has already been setup as a DynamicCalcTextInput member. It already has codewhere it is calculating account "A29970 - Assoc Ex Elim" based on if a Cash account is positive or negative. It works good but is doing it for all UD1 members, we want UD1 member named"Assoc Ex Elim" to not use this Cash account formula but rather just consolidate what it's children have. This is what the Hyperion code is doing. I have tried the following but no data comes back for it:If api.Pov.Account.Name = "A29970"Dim UD1NAME As String = api.Pov.UD1.Name   If api.Pov.UD1.Name = "Assoc Ex Elim"    api.Data.Calculate("F#ENDBALCALC=F#ENDBALCALC","A#A29970",,,,"UD1#[Assoc Ex Elim].Childr

Hi - I have created a routine in Connector Rule to fetch the Worker data from HCM and I was able to assign it to a variables and able to print it successfully.   My question is below    1. How I can assign the variables to the List because I am trying to use this connector rule in Data Source and trying to bring the data to the OS stage Area ? is it possible, My function return type is task for the RESTAPI call.   2. Or I can create a Extender Rule and create a Table in the Backend and import into the table and create an another connector rule to bring it to the stage.   Any suggestion would be appreciated.   Thanks Krishna

Hi All, I'm looking to filter a dynamic calculation by the base of my income statement and balance sheet accounts. The result of this dynamic calc will be leveraged within a confirmation rule.  Do you have any suggestion on how to effectively filter this?  Thank you in advance.

Hi Experts,   I have the following rule to translate my opening balance adjustment (entered manually in the current year) at an opening rate.   If (api.Cons.IsCurrency() And Not api.Cons.IsLocalCurrencyforEntity()) Then 'Only run for foreign currency Dim timeId As Integer = api.Pov.Time.MemberPk.MemberId Dim prioryearid As Integer = api.Time.GetLastPeriodInPriorYear(timeid) Dim rateTypeClo As FxRateType = api.FxRates.GetFxRateTypeForAssetLiability() ' get closing rate from prior year Dim pycloRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeClo,prioryearid) 'use closing rate from PY to translate this member api.Data.calculate("F#ObalAdj = C#Local:F#ObalAdj*" & pyclorate,"A#Bs.Base") End If   While this works perfectly for data entered via Forms, it doesn't work for adjustments entered via journals. When a journal is posted against ObalAdj member, I see  2 things happening:   1. The AdjInput member translates at opening rate ba