OneStream Platform Forums

In a calculation, I'm copying data from one scenario to another. I have no issues with the amounts in local currency, but with the USD currency I do, because it retains the same value as the scenario I'm copying to, instead of the value it should actually have. Dim TimeName As String = BRApi.Finance.Time.GetNameFromId(si, si.WorkflowClusterPk.TimeKey) Dim entity As String = api.Pov.Entity.Name Dim index As Integer = TimeName.indexOf("M") Dim monthNumber As String = TimeName.Substring(index + 1) '1 'api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,False,False,True) api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,True,True,True) 'BRapi.ErrorLog.LogMessage(si,"Time: " & api.Pov.Time.Name & " entity: " & entity & " currency:" & api.Pov.Cons.Name) 'If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then If api.Cons.IsLocalCurrencyForEntity() Then 'api.D

I am working on in  OneStream V9. I have a workspace cube view with a combo-box cell type. The cube view works fine in the application, but when I open the same cube view using the Excel add-in the combo-box drop down is not active. Any ideas on what I should check? Thanks. 

Could you please advise is it possible to generate and send direct link to certain cube view to recipient according to which he can open cube view (so that he doesn't have to search for a folder and cube view in this folder in OneStream)?

Dear community, One of my use case is to create a function that I would commonly use in any other workspace. I haven't seen a community message about it, and the documentations does not specify how to do so, so here's the use case : I have a Workspace A (name:  WorkspaceA), with an assembly named WA_Assembly, and in it are my services & functions that I want to reference and use. I have a Workspace B, where I need to call the functions from Workspace A. SOLUTION : Create a new dependency in Workspace B : Dependency Type : "Workspace Assembly" Shared Workspace Name : WorkspaceA Dependency Name : WA_Assembly Then, in a given Workspace B service, use Imports Workspace.WorkspaceA.WA_Assembly (vb.net) or using Workspace.WorkspaceA.WA_Assembly (C#) for referencing the Shared Public Functions. Then you will be able to use these functions in another workspace ! Just adding this message for future references :)  

hello we're implementing people planning. due to data privacy concerns, we wanted restrict admins accessing the workflow. is it possible to trigger email as soon as workflow is accessed? 

I have a cube view with 12 columns (one for each  month). It is used in a quarterly activity, and the columns need to reflect the appropriate forecast scenario depending on which workflow was opened. (e.g. in June 2026, the cube view would have the 6+6 Forecast for Jul thru Dec). I've created the below BR to determine each forecast should be used, but now I'm unsure what I need to enter into the cube view scenario member filter for the columns to use this BR: Public Function OCF_FcstScenarioSelect(ByVal si As SessionInfo, ByVal api As Object, ByVal args As FinanceRulesArgs) As Object    Try        ' Workflow POV time (from workflow context)        Dim wfTime As String = api.Workflow.Time.Name        Dim wfPos As Integer = wfTime.IndexOf("M"c)        Dim wfYear As Integer = CInt(wfTime.Substring(0, wfPos))        Dim wfMonth As Integer = CInt(wfTime.Substring(wfPos + 1)) &

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? 

So im trying to create a rule that pulls selected journals forward than posts them automaticaly.  I have my test journal pulling forward as expected but when im trying to post the journal in rule below its causing the rule to error.  The line in question is, BRApi.Journals.Process.ExecutePost(si, journalObjectHeader.UniqueID)What am i missing it seems pretty straight forward? Imports SystemImports System.DataImports System.Data.CommonImports System.IOImports System.Collections.GenericImports System.GlobalizationImports System.LinqImports Microsoft.VisualBasicImports System.Windows.FormsImports OneStream.Shared.CommonImports OneStream.Shared.WcfImports OneStream.Shared.EngineImports OneStream.Shared.DatabaseImports OneStream.Stage.EngineImports OneStream.Stage.DatabaseImports OneStream.Finance.EngineImports OneStream.Finance.DatabaseImports System.IO.Compression Namespace OneStream.BusinessRule.Extender.CA_JournalRecurring2Public Class MainClassPublic Function M

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 -