OneStream Platform Forums

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

Have a question regarding Cube view formatting. The client has a column for comments where large commentaries are written point wise which currently are seen as one line. They want to view the same like excel where comments are seen point wise one below another. How can the same be done. Also while exporting the report in excel the wrap text option in the Column cell format under excel only wraps the entire cell but it does not show the comment point wise one below another

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, I am trying to use the Business Rule API "SaveFileBytesToUserTempFolder" in order to open a file stored as a byte in a datatable. This is exactly like in the "Reporting Compliance" dashboard, where the file is stored as bytes in a datatable. I am actually using the exact same business rule !   However, there is an issue in my case. My business rule that is used to view the document works fine until the very last step... this is the one causing the error ( I have tested FileName and FileBytes fields and these exist) : BRApi.Utilities.SaveFileBytesToUserTempFolder(si, si.UserName, dt(0)("FileName"), dt(0)("FileBytes")) Error message : An error occurred while receiving the HTTP response to http://localhost:50002/OneStreamApp/SVC/XFFileSystem.svc. This could be due to the service endpoint binding not using the HTTP protocol. This could also be due to an HTTP request context being aborted by the server (possibly due to the service shutting down). See server logs for more details.Th

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

I have this error when trying to launch OS v9 app. I have no issue launching another app that's on v7.4. It is not authentication issue, I can access via BUX. The error occur when I try ClickOnce. This has happened before, these tricks worked last few times, but not this time:1-Clear Cache: Windows + R -> rundll32 dfshim CleanOnlineAppCache 2-Delete folder 2.0 from C:\Users\USERNAME\AppData\Roaming\OneStream\Desktop3-Uninstall latest Microsoft updates.Anything else I should try? Thank you. Below is more error detail:  

I have seen several MaketPlace solutions rules that give me a warning message when I compile in v 7.1.1. See the example below:Warning at line 410: 'Public Overloads Function GetBusinessRules(si As SessionInfo, brType As BusinessRuleType) As List(Of BusinessRuleSummaryInfo)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'.Not sure how these rules will behave when we upgrade to v 8.5, but I was wondering if there is an easy fix out there which will remove this warning message.

Hello Team, Need solution on the Book Creation. I am trying to create only one Loop, with two combinations example (E#Abc:U2#Xyz) and the Loop Type I have used is Comma Separated List. In excel Export Item I have attached the CV also. Where it is not updated with my Entity and Customer, because I have passed them in the Loop Definition, together. While running the Book it is running at Top Level for both Entity and Customer.  Instead of Abc & Xyz.  

We have been tasked with importing a file that has a large number of variable columns. For the sake of easy explanation, let's say the first five columns are standard (time, entity, ud1, ud2, ud3) but the file could have from 50 to 150 additional columns, one for each account. If there is no data for the account, there is no column for it. New accounts could appear in the future without warning. No, we don't have the ability to change the format of the report. (Oh, how I wish.) I have thought up several ways of making this work but each is fraught with its own type of peril. Create a new, custom table dynamically to stage the data. Parse the column names from the file. Use the column name list to run a new SQL query to unpivot. Parse the file in-memory to manually unpivot by parsing each data column and adding rows to a datatable, then returing the full data table. Maintain a list of the columns we care about the most, parse the file in advance and save the column name/position maps t

Hello,I installed OS 9.0 on premise version recently and I am having the following error when I try to upload a file:You can find below the error details:Unable to load file.An error has occurred. BadRequest.User Interface Stack Trace:   at OneStream.Client.Api.FileExplorerServiceReference.FileExplorerServiceClient.UploadFileFromStream(XFFileTransferRequest request)   at OneStream.Client.Api.FileExplorerServiceReference.FileExplorerServiceClient.<>c__DisplayClass370_0.<BeginUploadFileFromStream>b__0()   at System.Threading.ExecutionContext.RunFromThreadPoolDispatchLoop(Thread threadPoolThread, ExecutionContext executionContext, ContextCallback callback, Object state)--- End of stack trace from previous location ---   at System.Threading.ExecutionContext.RunFromThreadPoolDispatchLoop(Thread threadPoolThread, ExecutionContext executionContext, ContextCallback callback, Object state)   at System.Threading.Tasks.Task.ExecuteWith

Hi All, good day; last week I created Book with a word document with XFCell function and working good showing the amounts, now the same document is just showing the XFCell funcion. I also started to use the alt text {XF}{Application}{CubeViewReport}{BS_Var} but nothing shows. Does anyone knows if I need to do something different? Thanks in advance and best Regards. Mario GV

We have XFDocs set up to open in Word.  The text is Times New Roman, size 12.  Some, not all, of the text shrinks to size 10 when the document is processed.  I noticed that the text that resizes has a "Normal" style.  The text that doesn't resize doesn't seem to have a style at all.  If I copy the format of the non-styled text and paste it over the Normal style text, it won't resize when processed.Does anyone know more about this?  Is there a way to prevent the resizing or set what "Normal" should process as in OneStream?Thank you.

We are looking to wrap text both at the header and also within an annotated cell in a cube view.  WE can't find a way to wrap text but this would be nice where our uses push explanations to OS through a  cube view. 

   Use case: You generated several journal lines in Excel. You saved it as a CSV file, and the upload to OneStream failed. Here’s how to clean it up and get it posted.1) Paste your raw lines into Excel: Paste your raw journal lines into column A as above.Go to Data → Text to Columns → Delimited → Comma → Finish.You should now see the first column as H and the next two as D, D, with each field in its column.2) Clean the values (common blockers)ConsName must be a valid Consolidation member in your app (e.g., Entity or Local).Leave ParentName blank unless you’re 100% sure of the direct parent.Don’t type literal None unless it’s a real member; leave IC/UD blank or use your member when required.Make sure Scenario → Cube mapping matches your CubeName.If JournalBalanceType=Balanced, totals of Debits = Credits per journal.2) Save as CSV (UTF-8)Keep only the upload rows on the active sheet (no notes above/beside them).File → Save As → CSV UTF-8 (Comma delimited) (.csv).

Dear all, Could you please advise how to show content of certain Text field of Entity dimension in cube view?  

Dear all, Could you please advise is it possible to configure automatic e-mail notification about users' activities in OneStream (in order to have up-to-date information about changes in data? 

Hi team,is there a way to get the children of a member above the its row with expandable and collapse option.I know we can use the TreeDescendantsInclusiveR but we are not able to have an option for expanding and collapsing the hierarchy for example I want the expandable option on BUYBCK_MGN with expanding above in the following image   

"Creation application Database" option is freezes in our cloud application and I've admin access. Is there any privileges I need to create app db?    

Hi, I wanted to ask about the OneStream guidelines for an acceptable proportion of zero cells. I remember reading something a few years back about a suggested maximum proportion, but I can't find that info now.I know it's important to minimize zero cells and that there are ways to do this, like using the RemoveZero command in formulas. I also get that the proportion of zero cells is just one part of the overall system performance.Could you share the specific proportion of zero cells to total cells that would typically trigger further investigation? Also, what threshold would indicate that I'm in the clear?I have one client with an existing implementation where zero cells make up about 20% of the total data cell count at the total entity level for Actual. Is that a reasonable proportion?Thanks

Hello, I was wondering if anyone has had any success using Trailing3MonthAvg View member within a data buffer when the trailing 3 months cross over years. When I run this for a period like June everything works great, but when I run this in Jan or Feb I get the object reference not set to an instance of an object error. When switching the View member to YTD everything works fine. Below is an example of the code. Thanks!!   Dim filter1 As String = "U1#XXXXX.Base" Dim filter2 As String = "U6#XXXXXBase" Dim U2 As String = "XXXXX" Dim test1 As String= "Cb#XXXXXX:T#2023M1:A#Direct_HC:S#Actual:E#XXXXX:F#EndBal_Input:V#Trailing3MonthAvg:O#BeforeAdj:I#None:U3#Top:U4#Top:U5#Total_Adj_Alloc:U2#" _ & U2 & ":U7#Top:U8#None" Dim test As DataBuffer = api.Data.GetDataBufferUsingFormula( _ "RemoveZeros(FilterMembers(" & test1 & ", " & filter1 & ", " & filter2 & "))",,True)  

Hi, In our application, we uninstalled and re-installed Cloud Administration Tool, after did this trying to compile CAT_executeCopy while doing this getting validation errors.  My concern is after uninstall CAT, is it mandatory clear CAT_executeCopy rule as well?