OneStream Platform Forums

I need a BR to help me schedule a Task Manager Refresh through out the day. Anyone have something that has worked for them? Cant find an BRApi that addresses this.

I would like to build a business rule that will execute when user attempts to submit or quick-post a journal. The rule will check that correct Flow dimension member had been used and display the message to the user if that is not the case. If anyone has something similar in use, can you please share. Any advise will be greatly appreciated. Thank you! Yan

Hello Community - Looking for extender BR to automate by coping bunch of csv files under file share folder on to external Azure storage, any help is appreciated. Thanks.    

I have an issue, since we migrated to V9, OS is adding on its own a space after transforming a member and this prevent us from loading the data to the member. (This is in the validation step when it fails)Data source has been checked, adjusted, and tested in many ways. The extra space doesn't come from here.Transformation rules have also been tested in many ways, and the space is also not here, we event tried one-to-one, masks, all ,and this is not the issueThe error is only happening with 2 UD3 members US4 & CA4 both ending in 4, I created a fake one for testing "US41" and this one works fine. I have been checking with OS support, but they just want to repeat over and over the same testing we already did with them on a callTo me, after checking all that I could, seems like a bug in the new V9.1, but if anyone has any ideas please let me know.

I have configured a datasource where TextValue is taken from a column of a flat file to be loaded, the file loads well from the Import and I see the text for each loaded row, but I have not been able to display it in a CubeView, is this possible? 

1) Is C# now widely used for Business Rules?2) Is there any plan to support C# in member formulas?3) For those who moved their business rules from vb.net to C# - why you did it and what benefits you get out of it?4) In OneStream - is there anything that one can do in vb.net but can't in C#? If so, what are they?Thanks in advance for sharing your experience. 

I can't seem to figure out why the CreditAmount  in the JournalLineItem  isn't reflecting the number that I assign to it. It's always zero no matter what. Is anyone experiencing this issue? see my code below. Sub CreateJournal(ByVal si As SessionInfo) Try 'Set up a new journal header. Dim journalObjectHeader As New JournalHeader() With journalObjectHeader .Name = "Test_Journal" .Description = "This is a test journal" .WorkflowProfileID = si.WorkflowClusterPk.ProfileKey .MemberIds.Scenario = si.WorkflowClusterPk.ScenarioKey .MemberIds.Time = si.WorkflowClusterPk.TimeKey .JournalStatus = JournalStatus.Working .IsSingleEntity = False End With   Dim journalObjectLineItems As New List(Of JournalLineItem)   'Create the first journal line item Dim jnLineItem1 As New JournalLineItem With jnLineItem1 .EntityId = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "100_US") .AccountId = BRApi.Finance.Members.GetMemberId(si, DimType.Account.Id, "10220030") .FlowId = BRApi

Hi All, I'm having a hard time running a book that creates a pdf by entity in an automated fashion.  I've created a book with a loop calling a file which is a book of cube views.  Running that book individually works well.  When running the book that contains the loop, it works fine when saved as a .pdfbook but the problem I run into is that it times out due to processing time when I try to run it for multiple entities.  The book is about 80 pages or cube views.  So I created a .zipbook version of the same book with said loop to run it from Data Management in the background.  The problem I'm now running into is running the .zipbook version creates 80 pages of blank reports rather than the data I saw in the .pdfbook.  If anyone has any suggestions, I'll take them.  Thanks!  

We are currently in the process of upgrading to OFC  PV840-SV112 and just applied the upgrade to our Customer Acceptance Testing Application where we have our imports and matching running daily.  However, the amount of data imported is much less in this applicationas it is using a test database to import the data from and one of the matchsets has not imported any data for many months. The matching step for that matchset erred out a couple of days after the upgrade with the message "The supplied Workflow Time is more than 3 periods after the last import period".  We discovered that if we loaded just one "dummy" row for the matchset that the error stopped happening. My questions are - has anyone else noticed this?   And, if so, is there a setting somewhere to either turn this check on or off or increase the number of months that it looks back? Thanks for any information you can provide.

I'm looking copy an existing data adapter (screenshot below) from the RCM solution into a different workspace and use it within BI Viewer for custom dashboards.  I believe the 'GetReconsWithStatusGridView' function is stored within the 'Services' assembly folder and 'ReconService.cs' is the file within the folder that needs called.  I have 'Is Shareable Workspace' set to True. Since the method query references WSMU, I need to update that in order to properly call the underlying business rule. That's the part I'm having trouble with.  I've tried a wide variety of syntax to no avail.  Examples: {Workspace.OFC.RCM}{GetReconsWithStatusGridView}{AccountFilter=...}{Workspace.OFC.RCM.Services}{GetReconsWithStatusGridView}{AccountFilter=...}{Workspace.OFC.RCM.Services.ReconService}{GetReconsWithStatusGridView}{AccountFilter=...}Does anyone know the proper syntax to place in my copied data adapter? Are there any other steps I need to take to properly refe

Data Management Access SecurityPlease share your expertise to set up a Cube's Data Cell Access Security / Slice Security to limit data read access as outlined below: Dimension: U1# - GeographyTotal_Geography = Child 1 + Child 2 = Total / Top         North_America = Child 1 / NA         International = Child 2 / Int'l Slice Security: Access Level - Read Data by Geography - in a CV and a QVTotal_Geo_Data = Read Total data | Read NA data and Read Intl data         NA_Data = Read NA data | no data access = International and Total         Intl_Data = Read Int'l data | no data access = North America and Total TY for your practical advice - SMEs. U1 Dim: Geography.  

Hi, we have a user that is receiving the following error message when trying to run a report in the People Planning module. I cannot recreate the issue as an admin, it's working fine for me... What is quite odd is that the reports worked fine for her up until a week ago.  Possible solutions we already tested: (1) Reset IIS (2) validate no changes in security (3) log out and back in. Has anyone ever seen this before?   

Hi.  I have a cube view / customer sales report where I can get my top ten customer sales, and I have a row that has the total sales.  How can I make a row to show 'All Others' so I can foot the lines to the total sales?  I've tried a CVR calc but it pulls in the top customer only.Thanks,Brian

We’ve been getting reports from our users that the Excel add-in is crashing. It happens most often when working with files on shared drives, files that contain links to other files, or larger workbooks. The behavior is inconsistent, sometimes everything runs fine, and then the same test will crash another time. When the same files are stored locally on their machine, the issue is seen less often. However, this isn't a feasible work around with our group. The issue feels more widespread since our upgrade to 8.5.1. We’re currently on Excel add-in version 8.5.1.17017. Curious if anyone else in the community is seeing the same pattern with their users? Would be great to compare notes and see if this might be a broader issue. Thanks for any feedback or suggestions!    

I thought others might find this helpful.  I'd had issues getting the Excel Addin to users when we upgrade, so I created a SharePoint site with the instructions and .msi file that they can download.  Hope this helps!  

  

Hi, I have a member that I want to reference and pull in the tree underneath it but eliminate a few of the base memeber as options for my users to click on them.  I'm trying to use the 'Remove' member expansion but its not working.  Is there something I'm missing?  

Is there a way to set up a single matrix data source for a file with accounts in rows and entities in columns where the entities could change, as well as the number of entities?  Can you set up matrix for max number of entities and read entity from specific row?

Hi, I'm seeing this error for a user that has been setup in OneStream. We've attempted to exit out of the application and run it, but the same error message persist. So far no one else is experiencing a similar issue. Has anyone experience this issue? Would it be simply a configuration issue? Thanks  

Hello,I have a button which is fed from a List Box seen belowUpon clicking this button, I would like Users to navigate to another Dashboard where the label component and cube view open with this button selection.Are supplied parameters the way to accomplish this? If so, what are the correct configurations to achieve this.Thanks for your help! 

Hello Any possibility to change the scales in Excel directly as we can do with cubeviews ? Thanks

Dear all, Could you please advise why user doesn't see Guided reporting section in Dashboards (OnePlace). As administrator I see Guided reporting and user has been included in security group that can view reporting group and reports inside of this group in Guided reporting section.  

Hello all, I joined a company where they have implemented OneStream solution. I have access to the platform, and still exploring the way it was implemented. I am currently working on integrating OneStream with an external platform and need to export audit logs using the product's API. While setting up the request in Postman, i've encountered difficulty identifying the correct values for the following parameters: ApplicationNameAdapterName Despite reviewing the available documentation, these tags remain unclear. Has anyone successfully queried audit logs via the OneStream API and can share insights on where these parameters are defined or how to retrieve them? Any guidance or examples would be greatly appreciated. Thank you in advance!    

Hello everyone, I hope you are doing well!I’m having an issue with an Excel extraction of my data rows through drilldown. I have a French profile and my Excel is set to French, so when I have separators with spaces, it extracts the amounts in a strange format.Have you encountered this problem before?Thank you very much!

Hi, After we recently upgraded to V8.5 , it seems the slice security has stopped working. Can anyone suggest what would have gone wrong? Cube Data Access Security for Entity is True The parameters are set as  User is in group and Data cell in the Filter -> Apply access and stop (Read Only) User is in group and Data cell is not in the Filter -> Apply access and continue (No access) User is NOT in group and Data cell is not in the Filter -> Apply access and continue (No access) In the Account filter , am passing 1 account say Sales but when am checking the access , user is able to access all the accounts. There is no other security available in this particular base cube other than this