OneStream Platform Forums

Hi Team,We would like to understand how to  copy data from some specific tables fromappsuite(appsuite-prd.onestreamcloud.com) to appsuite_dev(appsuite-dev.onestreamcloud.com)for some specific tables.

Hello Everyone,  Looking for a quick help Please. Here I am trying to write a Dynamic Calculation code which will follow the exact logic of PVA translation however will use rates from previous year. So kind of a Constant currency solution. However when I am in Time period 2, I am unable to pull data from different periods, This calculation works If I make my T#Hardcoded e.g. 2020M1/2020M2. Current outcome is all zeros 😞 Please help with any solution anyone has or can point me to right direction - since unable to understand what is missing.   Thanks Satish    

Hi all, I have a dynamic calc that displays zeros instead of null when the source cell is null. In the image below, MTD_CF is dynamic and it shall display None data under certain conditions. When None is null, MTD_CF is showing 0. Is there a way to avoid this so the dynamic calc shows nulls as well? I've tried with RemoveZeros, like this: Return api.Data.GetDataCell("RemoveZeros(V#" & view & ":U1#None)").CellAmount The code returns the result, but does not remove the zeros. Any ideas? Thanks in advance. GSF

Hello: I've integrated a set of transaction details from a GL into a bi-blend cube within OneStream. I'd like to aggregate along the UD1 dimension so we can see the data at the parent level for each transaction. The dimension consists of a set of parents with a few base members rolling up to each one, it's a pretty simple dimension. I'd like to be able to see the parents in a column with the base members in the other column. Note: that the base member is being passed directly form the data source, i.e. It's a pass thru mapping. An example of a parent child relationship is below: Parent: Clubs Base:1000 Base:2000 In the ud1 value column, I'd like to only see "clubs" while in another column I would like to see "1000" and "2000" values in another. I know that in the ud1 when I aggregate this dimension, I'll see the base member and the parent members in the same column for UD1 even if it's the blend unit dim. I'm passing the base values into an attribute. Is the only way to exclude non-bas

Hi,  Regarding IC matching, is it possible to have a parameter with different Group entity levels in the dropdown? Regards,  Lovisa 

I have created a DM sequence that calls multiple steps.  One of the DM steps prompts the user to select a seed Scenario which I then pass to my Finance BR as a parameter value.  The scenario options are presented to the user as a Member Dialogue Parameter object.  This works perfectly when I run it directly through Data Management.Next, I create a Dashboard for all of this using Data Entry 123 for display.  The user sees a button component that is configured as 'Execute Data Management Sequence' and I give it a Task Argument of {Phasing_BUD_Seq}{} which is my DM Seq.When I test this from my Workflow (uses DE123), it does not prompt the user to enter the Source Scenario from my Parameter, it just fires the DM Sequence.  It seems like my member dialogue parameter is somehow being supressed or skipped.Does anyone know what I am missing here? Thanks

SOURCE: ONESTREAM CHAMPIONS Hi All,We are at the point in our implementation where we are thinking about managing security and our userbase. We are going to have ~600 users as we are very decentralized with our financial management, and we currently have our SSO setup with SAML. We use ServiceNow internally for all things workflow/helpdesk related and were going to be building the workflow for user creation/modification and their roles. Knowing that OneStream also uses ServiceNow for their integration I am wondering if there’s any thing out there to automate certain things from ServiceNow, or if we can script a .xml file out of ServiceNow to our staging database and have that loaded to OneStream to make the changes. If anyone has any ideas or experience I’d love to hear, as we are going to be having our OneStream system as an “in-scope” software from an audit perspective and want to have some tight controls around user management. Thanks,Jeff

Dear OneStream community,I'm trying to save the data on this gridview on a shared folder, does anyone know how i can do it ?  Once i will save it on a shared folder, i will put a business rule on the "initiate export" to tranform it and eport it in my computer this time.Please advice if you have any idea how i can do this,Thank you

New to OneStream but thought I would post an issue where we have an integration that runs a BR without any parameters and it will run successfully if we run it manually from theData Management menu. However this same integration will fail with the following error if we schedule/run it from the Task Scheduler. Here is the error we see in the Task Activity Log:Summary: Error processing Data Management Step 'Import DB2 Audit Checks'. Unable to execute Business Rule 'DB2_DataAudit'. Select a valid workflow profile... Any thoughts? Not understanding how it runs ok manually but has an issue if the Task Manager runs it. Thanks!

Hi All, How do i get data from Cognos into OneStream? I'm building a Fleet CV report, which uses two metrics -- FUR (Fleet unavailable to rent) and UPA (Under Performing Assets), which is available in Cognos. I'm assuming that I need to built a data adapter, or a manually upload the data.   Any suggestions would be great.   Best, Mustafa     

Do we have a way to transfer a file within OneStream (a pdf report), and automatically import into a public folders.  What will be the file-path to that shared drive in OneStream.       Any ideas will be appreciated. Thank you!

I have a loaded set of base data in our People Register, but this needs to be amended to capture New Hires, Leavers, Promotions etc. I had thought that this would be possible by using the excel file template that was used for loading the base data. I've tried doing this for a leaver, where I have manually changed the base entry to show the "to period" as the month that the person leaves and then created an entry in my blank template to show the remainder of the period with no salary (this enables me to build a bridge of starters, leavers etc.) When I load the file the new entry overwrites the row already in the People Register. What I need it to do is to add a row. The load method in the file shows "Merge" and I wonder what I should change this to in order to get the import of the adjustment file to add the adjustment rows rather than overwrite them.      

Hi all Onestream stores a lot of information using an integer ID instead of a name. And most of the time we also deliver a simple way, to get objects (or names of objects) using an api or brapi call. Somehow getting the name of a dimension from its ID is an exception. Is there a simple way to do it? Cheers  

Hello Community, Do we have a way to check any missing member setting in an automated way?  For example: Recently we had someone create a few entity members/rollups, which were missing "Auto Translation" setting. So I had to go in and scrub through region/district/branches to amend and change it to USD.  Just curious, if we can "search" where a particular setting might be missing using a simple Business Rule. Maybe it throws a list of members where such setting is missing.      Any idea will be appreciated. Thanks everyone  

Does anyone know if it is possible to combine multiple data extracts into one file in OneStream?We have several DM jobs that we want to extract information about what contributes up to parents. We have found no way to do this in one DM job as the filters needed for each just won’t work for multiple rollup points. So alternatively we thought if we could combine those files it would work. Or perhaps a business rule that could somehow loop through the hierarchy we need and ‘build’ the larger file to save to the file explorer?

Hello Experts, I am trying to export Cell Details to a CSV using a business rule function as shown below:     If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Export_CellDetails_CSV") Then Dim wfUnitInfo As WorkflowUnitInfo = api.Workflow.GetWorkflowUnitInfo() Dim SRCTimeName As String = wfUnitInfo.TimeName Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) Dim timeStamp As DateTime = DateTime.Now '.UtcNow Dim AESTNow = System.TimeZoneInfo.ConvertTime(timeStamp, TimeZoneInfo.FindSystemTimeZoneById("AUS Eastern Standard Time")) Dim timeString As String = AESTNow.ToString("yyyy_MM_dd_HHmm") Dim xfolderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si, True, configSettings.fileShareRootFolder, si.AppToken.AppName) Dim csvFilePath As String = xfolderPath & "\" & "Cell_Details.csv" If File.Exists(csvFilePath) Then File.Delete(csvFilePath) End If

SOURCE: ONESTREAM CHAMPIONS Hi all! We just upgraded to 6.4 last week and have migrated our data management jobs running via power shell script onto Task Scheduler. A few questions: Do you set these jobs up with a certain person’s user name? Do you know what happens if that user is later disabled? (I’ve submitted a OS support ticket for that last question). If you don’t set them up under a specific person’s user name, how do you set them up? We have an “Administrator” user and “OSAutomation” user that I’m considering using to keep these auto jobs separate from my regular OS activity. Any insight would be appreciated as I’m trying to gauge how other users have set up Task Scheduler while also asking OS support for their best practices. Thanks!-Nicole

SOURCE: ONESTREAM CHAMPIONS Hi Team, Did anyone successfully able to set up the email configuration for RCM or Workflow profile completion or certification. Best Regards and Thanks Darpan Bhansali

We just went live with our IC setup (ie providing the plug account - We had already required a valid partner prior to adding the plug). Works GREAT! The issue/question we have now found ourselves in is that these feature is not time constrained like formula’s or other features. We decided that we needed to split a statistical volume value into two groups and wanted to go back in to a prior year to get year over year comparisons. At this point we realized that once we make any change to an Entity, when we re-consolidate, IC kicks in and hoses up our Financials. Outside of removing all plug accounts, making change, consolidating and adding the plug accounts back, we can’t update our prior period Statistical accounts. Anybody know of a work around or is this going to be fixed in the future similar to how formalus are handled.Clarke

Hello, I am working on a CTA plug account and also historical overrides. Right now for the plug and overrides to run I have to force calculate and translate. Is there a way the user would be able to run the consoldiation and the formulas run correctly without having to go through a whole sequence of steps? Basically, is there an easier way to run the translation logic within consolidation? These are the current formulas I have: CTA Plug with formula pass 8 being used: If (api.Cons.IsCurrency() And Not api.Cons.IsLocalCurrencyforEntity()) ThenDim entityDimPk As DimPk = api.Pov.EntityDim.DimPk Dim entityId As Integer = api.Pov.Entity.MemberPk.MemberId If Not api.Members.HasChildren(entityDimPk, entityId, Nothing) Then api.data.calculate("A#313001:F#TB_ENDBAL:I#None = A#TotalAssets:F#TOT_USGAAP:I#Top - A#TOTALLIABEQUITY:F#TOT_USGAAP:I#Top") End If End If and for overrides I only have one formula being used for “Historical Override Prior” on Formula pass 1. I think this may be part

SOURCE: ONESTREAM CHAMPIONS Hi Team, i was looking for the Audit Log for Workflow profile re-name or workflow profile movement from one parent to another, almost similar to what we have for Metadata logs. Any hints for the same ? Regards and Thanks Darpan Bhansali      

SOURCE: ONESTREAM CHAMPIONS Hi all, I have a very random request for anyone who may have the time to review and hopefully point me in the right direction. The formula calc is an on account and is unbalanced - I’m specifying more dimensions on the right side of the equation than the left (T#, E# and C#) which is giving me a data explosion error. I have examples of formulas currently in use where T# is on one side but not the other and the formula works fine so I’m guessing it’s an issue with E# and C# but I can’t seem to figure out how to make it work Here’s the formula:If Not api.Entity.HasChildren And api.Cons.IsLocalCurrencyForEntity ThenDim vEnt As String = api.Pov.Entity.NameSelect Case vEntCase “ENT_1095”api.Data.Calculate(“A#520_211010:V#Periodic:O#Import:F#EndBal:U1#NABalanceSheet:U3#Source:U4#None:U5#None:U6#None:U7#None:U8#None =A#ACC_SAP_134450:T#POVPriorYearM12:E#ENT_2000:C#CAD:V#Periodic:O#Import:F#EndBal:U1#NABalanceSheet:U3#Source:U4#None:U5#None:U6#None:U7#None:U8#N

I can extract an entire DataManagementGroup just fine, but if I want to extract only one DM step and/or one DM sequence using XF Project, it fails. It will create an empty zip file. I have also tried extracting the DataManagmentGroup with IncludeDecendants=false along with the DM Step and Sequence but that just creates a zip with one xml that only contains the DM Group, and neither the DM Step or the Sequence are included in the extract. Has anyone had any luck extracting DataManagementStep or DataManagementSequence? It seems the Group must be specified since steps in different groups can have the same name, but I don't see anything about this in the documentation.

SOURCE: ONESTREAM CHAMPIONS Hi all, I’m largely self taught with vb, but have hit a wall with this, and thought I’d share here rather than ask the OS helpdesk, as it seems to be something that could prove useful to others. I’m trying to write a calculated account which refers an entity Text field, using multiple values varied by time in the calculation. We set a value for Cost of production for certain categories of products (spares and accessories) by % on a varied by time basis on the entity. This can vary from year to year (in theory could vary in year) Specifically, I want to find the value that is valid at prior year end and subtract the current value from that. The value may have been set earlier M12 may conain no value but M8 of the same prior year does, for example. I’ve introduced a loop to try and go back through periods until a value is found, but can’t see whether that’s working as I’m still getting an error message. Dim PeriodPOV As Integer = api.POV.Time.MemberId Dim Prio

Hello,   We are using scenario types 1 and 2 to house multiple scenarios. I'm running into an issue where i can't correctly split out the needed scenario forms separetely. For example, The forecast scenario (scenario type 1) shows the budget forms since budget is also under scenario type 1. Is there a way to filter out the different scenarios? Because it's all under Scenario Type 1 the forms I'm using contain all scenario forms needed.   Thanks!   Paula