OneStream Platform Forums

Originally posted by Hans van der KempIf I look at the Data Adapters, it seems the method type "JournalForWorkflowUnit" contains the required information. So then I would need a Studio report based on that data adapter, similar to the RPTA -> is that the best approach?

Hello,   I'm new to Business Rule, and I'm struggling with the execution of a data management step with type "custom calculate". Currently, the execution of this script is giving me the message below : Error processing Data Management Step 'CC_FY2022_BUD'. Unable to execute Business Rule 'CopyData'. Invalid destination data unit in script 'A#Account1:C#Local:T#2022M1:S#Budget:U1#None:U3#T:U8#None:O#Import'.   In the Data Management step, I have defined elements in the POV and Data Units, and "Data Units" elements seem to be taken into account correctly, but elements in the "POV" such as U2, U4, U5, U6, U7 elements that have been defined in the POV of data element task (hierarchy nodes) seem like is not considered in the calculation.   So here are my questions: - What is the error message mentionned above actually saying ? - Are POC elements from the Data Element task taken into account in the Finance Business Rules ? - How do you efficiently debug a Business Rule ? &nbsp

Is there a way to validate the Total Debit or Total Credit amount of a journal and send back a warning/fail message if the total is over a certain threshold when we try to post/save the journal? Thanks

Hi, I would like to retrieve the value for a text attribute of a member - could be in any any dimension - in order to display it in a label on a dashboard. Can I do so with a generic XFBR?

Hi all How can I run a calculation for a subset of dimension members. Something like all base members of member Top, but not the none member, or just the members with text1 attribute = "Calculate", or just a comma separated list of members. Do I need a for loop? Cheers

I have a csv import coming from excel. One of the columns is of type date but when it gets saved into CSV the date is replaced by integers in the format excel uses to store dates. How can I convert those integers back into dates?

Originally posted by James Kirkby Hello: I want to have a confirmation rule write a value to a single intersection (api.data.calculate) by either calling a finance business rule or writing the calculate directly into rule text. The rule loops thru base entities and certain accounts, then writes the value stored there to a single member; basically, a check to ensure that all base members foot to the top of a hierarchy in USD (We have had issues with this in the past, and now have historical data that doesn't foot in certain areas identified in our most recent conversion.) I don't want this to run on a member formula as it will significantly slow down consolidation on all other data units, and this really is a confirmation by nature; a data quality check. Our consultants suspect that this may be by design; that during the running of confirmation rule, the cube can't get written to. PS - I can confirm the data calculate is in fact running as I'm writing the calc string to the error l

Originally posted by Brad KoteckiWe have a business rule set up that emails users once completed. To do this we used the sample under Snippets>Other>General>Send mail. Is there a way to BCC the email addresses on the email, rather than sending directly to everyone as a group?

Originally posted by Rahul Joshi I am trying refer a intersection in member formula and apply condition based on the referenced cell.     Dim nvASP As DataCell = api.Data.GetDataCell("A#[ASP (£)]:F#No_Curr:I#None:U1#[Adjustment (Override)]:U2#None:U4#None:U5#None:U6#None:U8#None") If nvASP.CellStatus.CellAmount = 0.0 Then api.Data.Calculate("F#No_Curr:O#Forms:U1#Total:U2#None:U4#None:U5#None:U6#None:U8#None:I#None:A#[ASP (£)] = F#No_Curr:O#Forms:U1#Calculated:U2#None:U4#None:U5#None:U6#None:U8#None:I#None:A#[ASP (£)]") Else api.Data.Calculate("F#No_Curr:O#Forms:U1#Total:U2#None:U4#None:U5#None:U6#None:U8#None:I#None:A#[ASP (£)] = F#No_Curr:O#Forms:U1#[Adjustment (Override)]:U2#None:U4#None:U5#None::U6#None:U8#None:I#None:A#[ASP (£)]",,,True)     It does not consider the if-else condition and just process the first condition .Something which i am doing wrong in here ?

Originally posted by Ramanathan GanapathyHello All, Currently Our Default Currency in the system is 'USD".  The system is rolling up the value correctly for the all the flow member formulas for USD.  We also defined additional currencies in the system and for that the base value is not rolling up to the parent.    Is there is any formula available for us to use for the Parent to do the aggregation instead of Translation?   Thanks & Regards, Ram

How can I use the api.LogMessage or BRApi.ErrorLog.LogMessage functions to print out the member names of a list of objects  like member, or memberinfo?

Originally posted by Yan SavinskyHow to check if time period is the last month in a quarter in the Business Rule?   Thanks in advance.   Yan Savinsky

Originally posted by Kathy Dyda I am setting up Transaction Matching for our Cash Reconciliations.  I have ~70 separate data sets and the data source is one file - thus I am using Data Splitting.  A separate workflow profile is needed for each data set - properties are the same only the name is different.  It seems I should be able to copy a sibling profile, change the name and save.  I have not found a way to do this.  Any recommendations? (for a bit of humor, if anyone is curious it is six page downs, and five arrow downs to get to the 0_Frame_TXM_OnePlace - Transaction Matching workspace dashboard)

Originally posted by Mike KralCompany has a few hard carriage returns in their data file.  OneStream processes it without error but multiple lines gets created and the data does not get loaded.  Looking for guidance or a snippet of code to add to the data source to remove this hard return and get everything on one line.  Thank you!

Originally posted by Charlotte Mikes We see it in the data import but it goes to none when it get validated.   The IC code has been set up in the IC dimension. I don't know where to go look to find out why the IC code load but during transformation/validation it go to none

Originally posted by Darpan Bhansali 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

Originally posted by Ted AitasIs there any documentation on Data Sources - Data Mgmt Export Sequences?

Originally posted by Patrick Victory Let's say we have ten thousand vendors in the source system. Most (~6k) of the vendors are minor and we don't need to maintain detail about them but we still need to load all of the data. We've built out the dimension to have our "important" vendors in the appropriate hierarchies but I'd like to map all other vendors to an "Other Vendors" member. The problem is that the only way I can think to do with transformation rules is create a 1:1 map for every vendor in the dimension (~4k rules) and then a final *:* to map the rest to Other. This seems like a really terrible solution; management would be a hassle and it just looks bad. I've tried to brainstorm around some kind of connector BR logic that uses a descendants function to return a list of all vendors in the dimension and then write logic based on that but I'm not exactly sure how to implement it and it would destroy the vendor IDs themselves so drilling back would be problematic. The other soluti

Originally posted by Barry Nuckolls 3/13/2020 Short of joining to a dimension table to get a member's description, is there a way to configure the blend table build process to use a member's description (alias) instead of the member name?

Originally posted by Mike Kral Can you have a Workflow where you load data for all entities but then have other Workflows where you disable the Import Channel but use the Forms Channel? We are attempting that but once you disable the Import on the other Workflows then the Central Import data will not validate as it states there is not a open Import Channel for a specific entity.  The entity is assigned to the other Workflow so that those users can complete Forms.

Originally posted by Catherine MartelDoes anyone know about a report that will show closing status in task manager on prior months that we could give to our external auditor as a proof of internal control? thanks    

Originally posted by Barry Nuckolls 3/3/2020 I am trying to come up with an Analytic Blend example with the client's metadata/data on the UPS project. I have put Building and Division as Attributes 1 and 2, respectively. I did not put aggregation points for either of them in the BI Blend workflow however. I did put aggregation points well below the dimension tops for some but not all dimensions.  

Originally posted by Andrea Tout11/14/2018I know you can have a dashboard that lets you click a cell in a cube view and refresh a chart in the other panel, can you do it with the studio report?

Originally posted by Geoffroy des Dorides4/27/2020 Import data on multiple scenarios within the same workflow and without changing the scenario in the POV: If scenario ACTUAL is selected I am able to import in my workflow only files of Data for Actual scenario. During the Actual process, my client is loading ACTUAL data and restatement on other scenarios such as ACTUAL_LY (actual comparable last year).

Originally posted by Sean Hogan 10/11/2018 Remove a user's ability to input data within a workflow where they have access to Workflow Execution Group? They require access to the workflow for Certification purposes only but must be part of the Workflow Execution Group to actually execute that Certification step