OneStream Platform Forums

Hi Team, Is there any magical code / function to rename the workflow using some business rule. or direct update in the table ?       Regards and Thanks Darpan Bhansali

Hi Team,How to avoid the requirement for confirming dormant MEP workflows, should we setup at all or do an alternative control or any auto certification possibility Long Term?RegardsDarpan Bhansali

Hi, I am working on a demo for BIBlend. I understand that "View" is not supported in BIBlend and we should derive it on the reports or by using BRs. Does anyone have some some examples on how I can use Time math Business Rules to derive YTD values in the BIBlend Dashboards? Or any other methods to report YTD/QTD values for BI Blend? Thanks Liliya    

Hi All, I'm trying to call out a XFBR string w/in a XFBR string in the column set of my CV (snip below).  Our consultant initially setup the first XFBR so that we could report on completed weeks of the month while rendering zero for the future weeks.  The logic works great but is dependent on manually entered parameters.  This is when I tried to introduce the second XFBR string to dynamically determine the prior week so that we can automate distribution of this output.  After pushing in the second XFBR string I get an error when running the CV of, 'Input string was not in a correct format' (see second snip).  I've tried to pass in the week value as an integer, a string, and as an Int32 value but nothing has worked yet.  I've also tried with and without the brackets [ ] on the CV column set, but no luck.  Any suggestions out there?  Help would be greatly appreciated. Thanks, Bryan       

Source:   Migrated from Champions Hello all, I’m creating a Data Adapter that is using SQL to poll an external database. I can get it to work when I’m just supplying the strings for dates. However, I wanted to get fancy and be able to parse the effective dates using variables. When I go to an online SQL tester (https://www.w3schools.com/sql/trysqlserver.asp?filename=trysql_func_sqlserver_left), I can get the below code to return ‘121181’, which is the Julian date I need in querying JDE. But the OS SQL Query returns an error saying ‘int’ is an invalid token. does anyone know if there’s a way to use variables in this way? Declare @YearRun intDeclare @YearPart intDeclare @MonthRun intDeclare @Global varchar(100)Declare @GetTime datetimeDeclare @RunTime varchar(100)Set @Global = ‘2021M6’set @YearRun = LEFT(@Global, 4)Set @YearPart = Right(@YearRun,2)set @MonthRun = Right(@Global, Len(@Global)-CHARINDEX(‘M’,@Global))Set @GetTime = EOMONTH(CONCAT(@MonthRun, ‘/’, 1, ‘/’, @YearRun))S

Originally posted by Sarah Park 2/4/2020 Can anyone provide some guidance on how to change the display of the Matching Accounts on the IC dashboard? Client doesn't like that it's driven off of the plug account ID, so want to rename these as ICPlug - AR/AP, etc. I've seen it done before but can't seem to locate it.

We are looking at the performance of several huge base data imports.  What are the best practices for setting cache page size and cache pages-in-memory limits for the best possible import performance?    We have broken the data load up into >40 separate imports but we still have some imports taking over 40 minutes.  I am hoping there might be other ways to improve the import time without having to break the data imports up further.  

This is causing me a headache! Here's the situation.   We have an Actual Scenario and a Forecast scenario In the Actual Scenario,  we have Cash Flow accounts that have formulas so that they pull data from Income Statement and Balance Sheet accounts.  For example CF1 pulls from the IS,  and CF2 pulls from the BS.  The CF accounts are all set to Flow account type, and the ones pulling from the BS have Flow Constraints set and those Flows have Switch Type set to True. In  Actual Scenario,  the Rate Type for Revenues and Expenses is set to AverageRate,  and Rate type for Assets and Liabilities is set to ClosingRate. In Actual,  IS accounts correctly translate at AverageRate,   BS accounts correctly translate at ClosingRate, and all Cash Flow accounts translate at AverageRate.    First question,  how does the Cash Flow translate at AverageRate?  According to the OneStream XF Reference Guide,  Flow type

Originally posted by Thomas Regehr Hello,  We have a report that needs to transition between the Budget scenario and Actual scenario as we move through the year.  Ideally the user will select a period, and depending if the period in the displayed column is current or in the past it will show Actual, else it will show Budget.  I was asked to complete this without creating a new scenario.   I tried the below, but didn't have any success.       Public Function PastBudgetCurrFutActual(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As String Try Dim currTime = args.NameValuePairs.XFGetValue("CurrentTime") Dim timeId As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, currTime) Dim colTime = args.NameValuePairs.XFGetValue("ColTime") Dim timeId2 As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, colTime) If timeId >= TimeId2 Return "S#Actual" Else R

Hi all How can I avoid the ampersand in string operations? I need to concatenate a pov for a calculation, but with all the ampersands, it looks complicated: "A#" & accountName & ":F#" & flowName & ":UD2#" & ud2Name & ":UD4#" & ud4Name  

HelloI've tried to load my excel file through the data source fixed files with a complex expression on the time dimension, and i think it doesn't go through the complex expression at all so i'm wondering if i can use a complex expression in fixed file data source ?    The check i'm trying to do is to verify the workflow period and the time that's in my load file. if it's the same it can continue loading but if it's different i'm asking OS to pop up a error message.If anyone has an idea please share it with meThanks 🙂

Hello everyone,Hope you are doing good.I have a little question, im trying to load an excel data file using a time parameter that will allow to put load the workflow time automatically, but OS tell me that |WFTime| is Unmapped.   does anyone know if using the parameter wrongly or shouldi use another parameter ? Thanks in advance for you help.

Hi there,  I want to add data to a dictionary with a key that contains 3 fields. I've been advised to use a ValueTuple but have tried all the syntax options that i could find in Google without success.   Ideally it should be like the setup of a databuffer where the key is the databuffercellPk and the value the actual stored number. My key should contain 3 strings and the value a decimal). I've tried something like: Dim dctDict as New Dictionary<(String sn, String Tm, String Ac)>, int(); and various other options.  Does anybody had a suggestion how to create the best performing Dictionary Key that exists of 3 strings?

Hello, We have data loaded to stage, voucher row text field, that we do not want loaded to the cube. Is there a video or how to doc that walks you through how to setup Attribute Value Dimensions for this column? I know from some of the OneStream training that I have attended it is possible but just having trouble getting started. Cube Design Attribute Value.docx (385.9 KB)      

Hi - We are try to create logic that will determine whether a scheduled job would run. We have been able to create the logic to only run if current date is <= to the day of the month (Calendar Day) but what we really want is to be able to know if it is before for a specific working day so excluding weekends (for example working day 10 in September 2021 would be the 14th) . Has anyone created this logic and would be willing to share?

I've been given a task to debug an error that happens when we confirm a month, and I'm not sure what some of the messages are telling me.   When I run Confirmation, I get an error in a dialog box, and the title of the Dialog Box is "Extensible Finance." Should I be looking for a confirmation or a business rule with that name? The error text is "A#Facilities_Allocation:F#None:O#Forms:I#None:U1#None:U2#1:U3#None:u4#None:U5#None:U6#None:U7#None:U8#None" which I recognize as a ... I forget the term but I think of it as the filter parameters. But I'm not sure where to look for this. If I scroll down further in the task activity and open the error message to see the details, I see a line that says      Source code: ConfirmationEngineWcf.cs, line 133, method ExecuteConfirmation Is there a rule called ConfirmationEngineWcf that I should be looking for? Chuck

Coming from HFM, I'm used to having a single rules file that I can easily search through. In OneStream,  the equivalent rules appear to be defined for each individual account as a metadata property. I.e.  the Formula. Is there a way to extract all of the Account Formulas into a single file so that  I can search through it? Instead of having to click through each account in turn and opening up the individual formulas?

Hello,I try to put a condition on workflow months in the data source, but i dont know how to call them in my Complex expression, does anyone have an idea ? Thanks 

Hey - Wondering how you learned to code VBNet. I’ve been trying to improve my skill to write tailored Business Rules. Any resources/guide to share? Thanks,Mustafa

Source:   Migrated from Champions I’m trying to use the below member filter to remove only the intercompany accounts. This works, but I lose the indents from using Tree Descendants. A#410000.TreeDescendants.Where(IsIC = False) Is there a workaround to remove just the IC accounts while still retaining the indents from tree descendants?

Dear community, I have a nasty error message when I execute a data management task : "Error processing Data Management Step 'STEP1'. Data validation error. The Data Cell is read-only because the Parent Workflow Profile 'Activity MyEntity' has no active Input Profiles for the Workflow Channels that are assigned to the Data Cell's Account and/or UD member. Entity=MyEntity, Account=GL11410, Origin=Import." The funny thing is, I have no clue what is the issue. I try to execute a "Copy Data" data management that copies periodic data on the same cube, same entity, but from 2021 Actual to 2022 budget (only imported data).   --> What am I missing ?   Regards,

There are certain calculations are specific to some entities in the hierarchy so want to add if condition to check entity names and then execute the code. Couldn't find any api which returns Entity name. Regards, Yashwant

I have a question regarding Journal Templates. We have a template that was setup with the frequency "All Time Periods." Does that mean this journal will post every month?  I think the setting should have been "Monthly." If I change that setting in the Journal Template, how does it impact historical data? Will it unpost prior close periods? Or will it keep the prior periods as is, but will stop the journal from posting in future periods? 

Source:   Migrated from Champions I asked this question from OneStream staff at the Splash conference and OneStream support. I thought perhaps someone in this group has run into the same issue: The standard that appears to be used for calculating FX does not appear to be correct. It appears from the snippet that FX is calculating taking the month to date amount X month end closing rate - month to date amount X month average rate. From the Flow FX (Calculated) snippet: If (api.Cons.IsCurrency() And Not api.Cons.IsLocalCurrencyforEntity()) Then Dim timeId As Integer = api.Pov.Time.MemberPk.MemberId Dim rateTypeRev As FxRateType = api.FxRates.GetFxRateTypeForRevenueExp() Dim rateTypeClo As FxRateType = api.FxRates.GetFxRateTypeForAssetLiability() Dim closingRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeClo,timeId) Dim averageRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeRev,timeId) 'Calculate FX activity for current movement between Average and Closing

Source:   Migrated from Champions I built a mass upload template leveraging XFSet to use for our budget and forecasting processes that has a quick view to pull in all the accounts in our account dimension. I did this so that if we add a new GL account, the quick view updates upon refresh and is available for the users to budget/forecast to, rather than having to update the template for the users. The XFSet is hidden so users don’t accidently break the formula. The quick view is also hidden for the same reason. I have the sheet protected to further mitigate risks of users breaking the template. The issue is when we go to refresh the template which refreshes the quick view, the protected sheet won’t let the quick view refresh. Does anyone have a workaround to protect sheets while still refreshing the quick view?