Discuss the features and functionality of OneStream.
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Hi,not sure if anyone came across with this one but thought it was interesting to shareIf you have a file which has in the same line amount and annotation you can set View to YTD (or periodic), then in the text value complex expression use this api prop:api.Parser.TextValueRowViewMember = "Annotation"That will make the parser to automatically generate the line(s) with the annotation if text value have a value.HTH
Hello, It looks like the data management step service in assemblies is currently not documented in the online Help. Does anyone have experience, snippets to share in order to leverage this service? How is it triggered? What can we do with it ? Regards,
In the metadata XML file, if there are multiple values by scenario type, it splits into two rows and there is no easy way to generate two rows from the XF Dimension template.Is there any way to update member properties varying by scenario type via the upload template? I have to manually update, copy, and paste hundreds of times in order to have that property updated for the accounts.Using the standard metadata builder template, the other properties are getting overridden.
Hi all,Does anyone know the physical storage location for journal attachments in OneStream? I found a table (table name: Attachements) with file names and related text but couldn’t locate the actual folder or path where I can extract it using a BR.Thanks in advance!
Hello, In my BR, I need to incorporate logic that executes code based off the status of a separate WF Channel.E.g. I have 2 workflow channels and the first contains Workspace-->Import-->Validate--LoadThe second is simply Workspace. This second workspace has a button that kicks off a DM job that executes a BR.In the BR, the code needs to read the status of the first channel, and if it is not completed through process, execute specific code.Any ideas?
Hi Everyone, I was recently working within a Demo Environment where I suddenly started getting error message when trying to access the import step in the Load and Transform (Import) step in the Import Workflow. The Error above pops up every time anyone tries to access the Load and Transform (Import) step. Have anyone seen this issue before and knows how to fix it? NOTE: This issue is the same across all applications in this environment. Thanks, Hamza
Hello, is there a BR function where I can get a Workflow Status (example "Pre-Process Completed, Locked")? When I am using brapi.Workflow.Status.GetWorkflowStatus I only get UniqueId and Name. I want to use the status in a Cube View to display for users. Thank you!
I currently have a metadata file being created by an Extender BR and saved down to the Application Database: Case Is = ExtenderFunctionType.ExecuteDataMgmtBusinessRuleStep 'Export File Dim fileName As String = "AccessoryMetadata.csv" Dim filePath As String = $"Documents/Public/XFDocs/XFDocs_Public" Dim ud1DimPk As DimPk = BRApi.Finance.Dim.GetDimPk(si, "MainProduct") Dim category As String = "" Dim businessStream As String = "" 'Export CSV to User Temp Folder Dim listOfParents As List(Of memberinfo) = BRApi.Finance.Members.GetMembersUsingFilter(si, _ ud1DimPk, _ "U1#ReportingProduct.Descendants.Where(" & _ "Name Contains Accessories" & _ "And Name <> 15_Accessories" & _ "And HasChildren = True)", _ True) Dim csv As New Text.StringBuilder csv.AppendLine("Name, Description, ParentName, Category, Business Stream") For Each parentMember In listOfParents For Each childMember In BRApi.Finance.Members.GetChildren(si, _ ud1DimPk, parentMember.Member.Me
Hi Everyone, I'm trying to write member formula (not dynamic calc), below is the syntax Dim Var1 as Decimal = Math.Round(api.Data.GetDataCell("A#630000").CellAmount, 2) api.Data.Calculate("A#520000 = A#430000 "*" & Var1 & "). after that getting error "Double is not valid, input string was incorrect format".
I plan to register for the OCA(Implementation Foundations) exam. However, after I entered my credit card information, according to the registration guide, the page was supposed to be redirected to the MonitorEDU interface and then I could choose the exam time. But my interface didn't jump over, instead, it returned to the registration exam interface. I tried several times, and it was possible to register for other exams(for Example OCA R2) and succeeded, but only for the OCA exam, the registration failed. Does anyone know the reason?
I am looking for anyone with some experience with Dynamic Grids or are aware of any good documentation. There is very little in the OS documention beyond how to create the component and shell of a service. I am looking for any examples of how to actually create one. Right now I have a dynamic grid that produces nothing. It calles the WsasDynamicGrid class but I have no idea what to put in the functions. I think Dynamic Grids will be helpful in my usecase but can't get off the ground with a basic example to explore its possibilities. Thanks in advance.
Can someone please explain to me how the "Alternate Currency for Display" UD property works in Onestream?I am looking options to translate balances to a Cost Center (UD) currency (which is different from Entity Local Currency)
Hi Team, I have attached CV in Data Adopter (Type "CubeViewMD"). in CV Time dim is at columns(T#YearPrior1(|CVTIme|).Quarters, T#Year(|CVTIme|).Quarters, T#YearNext1(|CVTIme|).Quarters) & Entity dim is at rows. (My CVTime = 2026M3). when i ran Cv i am getting 2025, 2026 & 2027 quarters. but when i ran the same CV through BiViewer time is not sorting properly. Can you please help us to resolve the issue.
Hello, I have a doubt about table view custom parameter. Let's say we have defined two parameters namely "Param_1" and "Param_2". the requirement is my "Param_2" values should be based on "Param_1" is it possible to achieve? When I select a Value in "Param_1" the available items in "Param_2" should change.
I am having difficulties getting either the member ID or member name into a list using GetMembersUsingFilter.I have got this so far.Dim members As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(api.Pov.AccountDim.DimPk, "A#BalanceSheet.Base.Where(Text2 = RF_Debt)", Nothing)However, this gives me neither the member ID or member name.
I am trying to share a Button component between two Workspaces and I'm having trouble. Both workspaces have the "Is Shareable Workspace" set as TRUE and I've also referenced the other Workspace within the "Shared Workspace Name" Workspace property. I am able to see parameters but I am not having luck when it comes to any other dashboard components. Is this even possible? Does this go against best practices when using Workspaces? A screenshot is attached for context.
Hi ,A report book has been developed which gets downloaded as a Zip file on a click on of a button on a Dashboard. The process is working flawlessly when I run the Dashboard via the Windows Client . When the same dashboard is accessed via the Browser UI , the file is not processed and it downloads a *.xfdoc.zipbook file which cannot be opened. Has anyone faced this issue ? The client primarily wants to access the dashboards via the Browser so is there any kind of workaround that I can do? Thanks in Advance
Hi All, I'm working on a requirement where I need to create a report with 5 columns that needs to be added to workflow profile entities. following are the member filter configuration of each columns. col 1 -
Hi everyone — I could use a bit of guidance. I'm working on a function to remove a member's relationship, and I'm stuck on how to properly call relationshipPks As List(Of RelationshipPk). I'm not entirely sure what this parameter represents or how to construct the list it expects. What does RelationshipPk refer to in this context? How should I build the List(Of RelationshipPk) to pass into the method? Any examples or explanations would be greatly appreciated. Thanks in advance!
Hi,is there a way how to apply composite rule on filled value only? If I use U8#* it takes every record filled or not.My intention is to use another rule behind this one to fill default value for blank source.
We are converting from HFM to OneStream. We set up HFM so that expenses are reported as negative. My understanding is OneStream only reports/stores expenses as positive. Is this accurate?
Hi All, I'm currently working on a Cube View where I need to use a custom Business Rule function (CalculatePer) within a member filter for ColD. The goal is to calculate values dynamically based on inputs from ColA and ColB. To help illustrate, here’s a simplified version of the layout: Sample Cube View: ColAColBColCColD100150250?20-50-30?30030?03030? Column Definitions: ColA → T#|CVTime|:Name(XFBR(Fin_XFBR_Consolidations, GetLastDayOfMonth, Param_SelectMonth = |CVTime|)) ColB → T#YearPrior1(|CVYear|)M12 ColC → GetDataCell(CVC([ColA]) - CVC([ColB])) ColD → Intended to call a custom function using values from ColA and ColB. What’s Working: When I use the BR without parameters, it works fine: GetDataCell(BR#[Fin_GlobalHelper, CalculatePer]):Name(%) What’s Not Working: When I attempt to pass the values of ColA and ColB as parameters to the function, like this: GetDataCell(BR#[Fin_GlobalHelper, CalculatePer, A=GetDataCell(CVC([ColA])), B=GetDataCell(CVC([ColB]))]):Name(ColD) …it does not
We need your help to Import flat files:1. Number of Rows: > 100k2. Organized under E# Parent Members: a few thousands3. E# is extended We've been fortunate to be advised to build a BR to generate a one-to-one Transformation Rule file.- E# Parent to its first E# Base Is it possible for you SMEs to be generous enough to share with us/Community:- a sample BR to look up its first E# Base Member of an E# Parent Member- under extended E#- how to call that BR in an Import Workflow Thank you, OS SMEs.
I just created a BI Blend table and when I open the file using a data adapter, I see the data unit and aggregation fields all have an extract column prefixed with "s" (i.e., sEntity, sScenario, sAccount, sUD1, etc.). What do these columns represent?
Hi Everyone. I want to get the sum of multiple entities, like in the example below, but for now I'm only getting errors or values with 0 'First option Dim strList As String = String.Join(", ", (From l In lstMI Select "" & l.Member.Name & "").ToArray()) Dim lstMI As List(Of MemberInfo) = BRapi.Finance.Members.GetMembersUsingFilter(si, api.Pov.EntityDim.DimPk, "E#Kazakhstan.Base.Where(Text1 = 'M_S_KAZAKHSTAN')", True) api.Data.GetDataCell("A#411000:E#Root.list([" & strList &"]):C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#INNER:U3#COUNTRY_RPT:U4#ALL_PROJECTS").CellAmount 'Second Option api.Data.GetDataCell("A#411000:E#Kazakhstan.Base.Where(Text1 = 'M_S_KAZAKHSTAN'):C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#INNER:U3#COUNTRY_RPT:U4#ALL_PROJECTS").CellAmount What I ultimately want to do is to get those values so I can change the following, so that the entity includes all those base entities that meet the filter, and I can get the correct value and use it in my Calculate. Dim DBICtry As
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