OneStream Platform Forums

Hey everyone, My first post, so I hope I'm in the right place. While trying to upload an Excel JE Temp to a WF, the following error appears. I can confirm that the entity member filter is consistent for both the OS Temp and the excel Temp. Also, the same Temp has been used to load data in one of the previous months, with no error. Any suggestions/help would be appreciated.  -Amrit G. 

I have created a workflow profile, and the data source for the workflow is a CSV file with several columns. In this file, the second column contains account numbers. I specified the 'Text Fill Settings -> Lead Fill Value' as 'A' in the data source as I need to append with A Infront of the account. Additionally, I have defined a transformation rule. However, when I execute the workflow, I get the following error message: 'Validation Messages: Invalid member name. Account: 652901.'"  Could you please suggest, is there anything that I am missing?

Trying to create a Data Source.  I have multiple spreadsheets of the same format with the account name I need to load to in cell B1.  Each .csv file is for a different account that is specified in B1.  How can I make all subsequent rows use the account is in that one cell B1 on each spreadsheet?

Is it possible to create a custom XF formula for users to access within the excel add-in? We want to create an member offset formula.

Hi Experts, I am working on TransformationEventHandler rule in which we need to read the first 4 columns of a text file that is being uploaded to Workflow Import so I can do some sanity checks and error out if they are not correct.  Does anyone have sample code that reads the values of file? I checked everywhere but not much documentation on this. Also, I placed this code in "ParseSourceData" BREventOperationType.  Not sure if this is correct or need to put under "ParseTransformationRules"? Thanks in advance, PM  

How to prevent the orange line in this spline chart from dropping to the X-axis when it encounters a null value. Basically it should end at the last valid data point without connecting to nulls.  

Hi!  Is there a way to verify the user types and total that you are licensed to have within the Onestream application?  I want to compare this number to our user agreement.  TYIA!

Hi Everyone. I am trying to run a CustomCalculateBR in another BR, and I have the following for the variable namevaluepairs, but I would also like to pass parameters in this BR. I have been investigating but did not find a solution. Similarly, I would like to ask if passing with .base will work the same way as if it were in a step or not. I would appreciate it if you could help me. Dim mvp As New Dictionary(Of String,String) mvp.Add("Cube","HLFPLN") mvp.Add("Entity",strEntTx1) mvp.Add("Consolidation","Local") mvp.Add("Scenario","|WFScenario|") mvp.Add("Time","T#|!PLN_ParamFcstMths!|") mvp.Add("View","None") mvp.Add("Flow","None") mvp.Add("IC","None") mvp.Add("UD5","None") mvp.Add("UD6","None") mvp.Add("UD7","None") mvp.Add("UD8","None") mvp.Add("Parameters","test=ValueTest") BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si,"PLN_ThreeMonths2","Test",mvp,CustomCalculateTimeType.MemberFilter)  

Hello, my team and I have encountered the following unexpected behavior: District Loan Detail Dashboard On the initial display of this screen when we click "Run Drill-down" button, the 2 parameters from the Cube View do not get passed into the Business Rule correctly. As shown below in the error message:   It passed in GRP_16 which was from the previous "Run Drill-down" process, instead of the selected row's value of GRP_26 (UD7: "26 - Principal", Flow: "EndBalLoad"). So on initial display, clicking on the first row, which is already selected, does nothing and passes the incorrect (previous) values from the cube view. I have to click on a different row and then back to the first row to get the correct parameter values passed to the Business Rule. If only one row is in the cube view I will never be able to return the correct results because it is passing the incorrect value.   This issue has been present ever since we upgraded to version 7.3.3 from version 6.4.0.   We

Hi all, I'm trying to figure out how to insert a field within my report's Group Footer that would perform a calculation on other Group Sum fields. In my Group Footer, I'm summing up Contract Amount and Contract Margin fields from the Detail band. I would like to calculate the Margin % based on these sums and have no idea how this is done.  Any advice would be greatly appreciated! Cosimo    

 we have a query where we have a list of Tasks that are running one after the other but are not linked, and if one of them fails for whatever reason, the rest of the tasks also stop running. We have been informed by OS that this is not possible to configure this behaviour within the specific task or Data management so we can control which tasks stop and which ones need to be completed in case one of them fails. We believe this makes sense to have a parameter / setting to set against each individual tasks if they just stop running or continue to completion in case of of the other tasks fail. At the moment they all fail when there is an error.  

Dear all, Is there a way to block the consolidations if a technical parent is picked? There's a CubeView having the entity tree in rows and consolidation levels in columns. I'd like to only block all consolidations that have a technical parent (this would just polute the database). Is there a code example that could do this?Thank you for the help.Best regards,Carlos

Hi! I am building a CubeView and currently exceeding the 4 maximum column overrides. To work around this, I am thinking the next best option is to build a business rule or UD8 calculation that combines multiple formulas but need help putting together the language (unfortunately, coding is not in my wheelhouse). Does anyone have a current business rule or UD8 calculation that I can utilize that subtracts one column from another for multiple criteria? For example, below is what I currently have in the Column Overrides. I think I would still need to put the UD8 calculation in an override because of conflicting GetDataCell formulas in my rows/columns but because there are various views (QTD & YTD) and scenarios (Actual & PYRates), ideally would need to combine some of the formulas together in the calculation as to not exceed the 4 maximum overrides. Hope that makes sense. All of the column references is a gross margin calculation. For example: QTD_CY = Current quarter gross margin

Does anyone know if a Cube View Extender Rule can be used to dynamcially change a Header Text selection on the Cube View (i.e. Name, Description, Name and Description)?  I am trying but it does not seem that this option can be changed but maybe someone has had better success.

hi, I am trying to insert a chart into a Word xfdoc from the Word Insert menu and completing some data points, which I can do.  However, when I try to run/process the document out of OneStream it gives me an error message: Entries cannot be opened multiple times in Update mode.  Is a native Word chart not allowed?  The data is not linked to OneStream (although that would be ideal).  Is there any Event handler to work around this?  I'm in 8.0, not sure if this is available in Narrative Reporting in 8.2+?thanks,Greg

There are two workflow profiles named Submission and Consol, Import TB falls under Submission and  Consol is under TotalConsol WF. When a new TB is imported and loaded to Import TB WF, the Consolidate Status ( Green Circle ) remains unchanged for TotalConsol WF. so another user will not know that the Consolidate step has to be retriggered as a new TB has been loaded.Is it possible to create a dependency such that whenever the the Import step is retriggered, the Status ( Green Circle ) of Consolidate is reset for TotalConsol WF ( to blue circle ) 

Hey guys,   Got the question internaly if there are any way in a cubeview to get rid of the search boxes in the column for the rows. And instead insert text value, like which dimension it is.  Looked around in the cubeview display format but can't find anything. Running OS 7.4. Thanks  

I've been hunting around for information on the last run date for cubeviews, I may not be looking hard enough but I don't think it's stored anywhere outside of taskactivity? If this information is out there somewhere in an easier to grab format please do point me in the right direction, otherwise is my only option to query this information from the TaskActivity DB myself and hope that it hasn't been cleared in the timeframe I'm looking to query? As a bit of background we have hundreds of cubeviews at this point and I'd like to clear up the estate. Ideally I'd be starting with data on when each cubeview was last run (possibly supplemented with how many times it has been run in the past year), followed by querying with the relevant departments whether the cubeviews are needed  based on this data. 

Hi, we are in the process of migrating into V8. while testing some of the dashboard we observe that BI Viewer is not rendering charts when it refers to dashboard. when running alone BI Viewer it is working fine.  can you anybody please help me this on priority . is there any option to enable?  working fine on 7.1. Thanks.

Is there a way to block running consolidation or any other calculations on a specific scenario both by the end-user and by the administrator? This limitation is to be applied only to the one archived scenario. 

Hi Everyone,When trying to access the Spreadsheet section in our application, we were met with this error message that we did not recognize. We were unable to open the Spreadsheet section because of this unless we opened the application in a new window. Has anyone seen this error message before or know what the root cause for it was? 

Hi - The below if condition is not working if the cube is multi cube, it works with Single cube? Any Idea why  If api.Entity.OwnershipType().ToString.XFEqualsIgnoreCase("Holding") Then

Hello everyone,I’m working with a flat entity hierarchy and need some help.I have entities like FRA1, FRA2, GBR1, and GBR2. In a cube view, dashboard and/or spreadsheet, I would like to aggregate the amounts by region, such as FRA (summing FRA1 & FRA2) and GBR (summing GBR1 & GBR2). However, I would like to achieve this without creating a new hierarchy.Below is a representation of my goal:Do you know of any ways to proceed with this?Thanks in advance for any help or suggestion!

Hi Everyone. I would like to know how I can perform a setdatacell on an entity that is not in my Data Management configuration. I obtain the value of the entity from Text 1 of my entity assigned to the POV, but it does not allow me to apply a setdatacell or a calculate to assign a new value to that entity. Therefore, I would like to know how I can achieve this. My Data management configuration: The example code I am using: Dim strEntity As String = api.Pov.Entity.Name Dim strScenario As String = api.Pov.Scenario.Name Dim strTime As String = api.Pov.Time.Name Dim povEntityId As Integer = api.Pov.Entity.MemberId Dim strEntTx1 As String = api.Entity.Text(povEntityId, 1) 'setdatacell api.Data.SetDataCell("S#[" & strScenario & "]:T#" & strTime & ":E#" & strEntTx1 & ":A#S_ConvFactorInner:O#BeforeAdj:U1#D0000:U2#P0000:U3#LOCAL_DATA:U4#PJ00000:U5#None:U6#None:U7#None:U8#None",totAll,False,True) 'Data.Calculate api.Data.Calculate("Cb#HLFPLN:S#[" & strScenario &am

I am trying to calculate months to date in a cube view column based on a date entered in a text field within Entity Dimension members. The text field would display in one of the columns on the cube view report, and the goal is to effectively subtract the current month from that date's month to derive a total months to date calculation in another column. Any thoughts on how I can do this?