OneStream Platform Forums

We have lot of workflows by entities, for each entity we need to add another workflow step(Import). and each workflow has different security groups. here, how can i updated the new workflow step at a time at one go. Can you please suggest us some easy ways to update the same. Thank you, Shiva Prasad.

Happy Wednesday,  I'm trying to automate our account recs module. I have been successful in automating the data load.  But I'm trying to figure how to call that "process" within my extensibility rule.  I tried to trace back the rule that executes the process recons. What I found was a DB Extender rule (RCM_SolutionHelper), that is been referenced within a button component. Wondering if there is a way to call that function.   Would appreciate any ideas.   Best, Mustafa A   

Where can I download CPM Express? I checked the Marketplace but couldn’t find it there. Is it available for partners yet?

How to create a financial report? What tools do i need to create one in the platform

Hi everyone, We have a cube view with three rows structured as follows: Row1: E#Parent1.Children:U1#Member1 Row2: E#Parent1.Children:U1#Member2 Row3: Variance between two columns. To handle this, I created an XFBR that dynamically generates a string based on the number of children for the user-selected parent (Parent1 as a parameter). The generated string will look something like this: GetDataCell(CVR(Row1,1) - CVR(Row2,1)), GetDataCell(CVR(Row1,2) - CVR(Row2,2)), and so on. We have three columns in the same cube view: two data columns and one text column. The text column uses the U8 member as a dynamic calc member, which returns a string. In the variance row for the text column, I'm getting a blank instead of a string. I’ve tried different row override methods using XFBR and XFCell, but haven’t had any success. I suspect that GetDataCell might be causing the issue, but I wanted to ask for some guidance. Has anyone encountered this problem, or does anyone have any suggestions? Your inp

Does any know if its possible to create a dashboard label with vertical orientation where the text is rotated 90 degress and the letters from the bottom up?

Hi all, We have experienced that in our application, at specific times of high workload where many processes are executed simultaneously, some tasks in the workflow that involve loading data into the cube remain in the ‘Running’ state for hours. I wonder how to find the cause of this issue, which seems to be a performance problem during periods of high workload. Thank you.

Does anyone know how to display Workflow status in a Cube View or a Dashboard? I would like to create a report that would show the status of a particular step within a subset of workflows. I am thinking of a more formatted presentation of the information available in the "Dependent Status" grid available in the "parent" workflow "Certify" grid. More specifically I would like to create a report showing the status of all "Flash Report" steps in the attached screenshot. Thank you in advance and best regards. Yan

I have a CV with a row definition A#A111:U1#XYZ:U2#ABC:U3#LMN, A#A111:U1#XYZ:U2#ABC:U3#OPQ Please note U3 is LMN and then OPQ.  This definition is generated by a BR.I am trying to color a row in the CV if the U3 member is say "OPQ".I was able to format the color based on U3(using RowE1MemberName conditional formatting) but had to make U3 the first Row Header by saying "Use Default Row Headers" false and setting U3 as Header1. Want to see if there is some way of saying that without making the U3 as the first row header.  Thanks, JS     

I keep getting this error I checked the time and scenarios rules it looks right.

Hello community, We have a Custom Calculate DM job that clears data by account and flow via parameter selection that works well. Our client wants to know if it is possible to select multiple base accounts at once to clear the data. The parameter options such as member filter does not allow selecting more than one account so I'm hoping, if this is possible, that maybe someone has used multiple NameValuePairs to achieve this via two parameters of the same dimension somehow. Throwing ideas that may or may not be good out here. Thanks in advance!    

Hi Team, Is there a way to lock and unlock the scenarios through Dashboards?Followed to the above question, can we load FX rates through Dashboards? Best RegardsLucky

Hello, I have created an extensibility rule to extract values from the FileBytes column in the XFW_UTM_SupportDoc table, then convert the FileBytes to a file and save in the file share. See below for code snippet:   'Execute query and save attachment to file share folder Using dt As DataTable = BRAPi.Database.ExecuteSql(dbConnApp, fileBytesQuery, True) If Not dt Is Nothing Then For Each dr As DataRow In dt.Rows 'Process rows Dim fileBytesValue As Byte() = dr("FileBytes") Dim fileNameValue = dr("FileName") Dim taskNameValue = dr("TaskName") Dim fullFileName As String = fileNameValue 'Create file in file share, and store folder name Dim fileInfo As XFFileInfo = New XFFileInfo(FileSystemLocation.FileShare, fullFileName.toString) fileInfo.FolderFullName = "Applications/" & applicationName & "/Batch/Harvest/TaskManager_Exports" 'Convert fileBytes to file, and save in folder path Dim fileFile As XFFile = New XFFile(fi

Hi,  I'm having difficulties trying to specify the Parent Filter in the data management step and was wondering if anyone has encounter this before and can suggest a better approach. I'm creating a data management step to trigger custom calculate elimination rule and trying to specify multiple parent members however it doesn't seem to work properly. When debugging the BR, i can see api.pov.parent is returning nothing whenever multiple parent members are specified in the parent filter of the Data Management Step.  It does work properly when a single parent member is defined, but this means I need to create multiple data management steps to triger the same calculation.  Below is the illustration of this scenario. Appreciate all the help/advise i can get. Thank you.

Hello, Is there a way to set the default value for the member list . I created a parameter and wrote a XFBR string set this parameter as the default to the other parameter that is the bound value on the cbx and it did not work.   Any suggestions? 

Regarding check box selectors (selecting multiple options) in some of the dashboards that I have created, when selecting an entity, the user has to scroll down until they find the entities they are looking for. So, I would like to know if there is a way in which I could add a search bar or similar that could facilitate the search of the entity, account or dimensions desired. I know it is a long shot but it would be extremely useful. 

Hi all,   Does anyone know how to call a dynamic member list inside a member formula (well, I need it for a dynamicCalc but it can be generalized). I can call the member list in a CV with the call:  I#ICEntities.CustomMemberList(BRName= BRName, MemberListName= MemberListName, Param1 = Param1, Param2 = Param2, Param3 = Param3)   In the Design and Reference (Examples of Key Functions in Use (onestream.com)), we find an example of a static member list.  Thank you for the help. Regards

Hello! We continue to run into below error when changing our Global POV (application properties) over to our new fiscal year 2025. When our global POV is set to 2025P1 we receive the below error. When our global POV stays on our last month's 2024P12 we do not get the below error. We feel like we've checked what we can in regards to the transformation rules, workflow profile settings, cube settings etc., and can not seem to correct this issue. Any suggestions are highly welcome. Thanks!  

Hello,  For one of our customers, we want to make the flow selectable in the ICP matching parameters (Closing and Merge). This functionality works properly in the data adapter, which is linked to the pdf report (via a member list Flow Dim parameter). Method Query used : {|WFProfile|}{|WFScenario|}{|WFTime|}{|!SelectPlugAccount_ICMR!|}{C#EUR}{V#|!View_ICMR!|}{|!SuppressMatches_ICMR!|}{|!MatchingTolerance_ICMR!|}{E#|!SelectEntity_ICMR!|.Base}{E#|!SelectPartner_ICMR!|.Base}{F#|!SelectFlow_ICMR!|}{} However, this option doesn't seem to be available in the native ICP Matching data feed in an Interco workflow step. The filter in ICP matching parameters does not accept the parameter F#|!SelectFlow_ICMR!|  OSXF version: 8.0.0 Could you share your insights with us if there's ever a possibility of having this flow filter selection also by Interco workflow step? Thanks in advance for your help !

Hello,Our environment is OS Cloud 7.4 version.I am trying to explore if it is possible to copy OS internal App table data to external DB thru SIC? I know there is way to extract OS app table data and save to 'External' DB table with  "BRApi.Database.SaveCustomDataTable" command passing "External' DB location as a parameter. We currently extract/read from "Custom" DB connection thru SIC into OS Cloud no problem, but now I want to data to go out bound from OS DB to SIC "Custom" DB.Thank you.

Hi All,So I'm working on a dashboard that is tabular and each tab is linked to a different cube view component that are independent of each tab. All the tabs in the dashboard have one header with buttons that allows you to execute multiple different functions. Since each tab is tied to a different cube view I want one of the buttons in the header to perform a function based on which tab in the dashboard I am in. Is there a way to retrieve which tab I am in currently in a finance rule?   P.S- If there isn't a solution I can create two buttons that do similar functionality but the functionality is based on which tab they are in.

Dear OS Experts, really appreciate your support on this, I have written a business rule for some generic calculations based on the calender months. the rule is working for USD currency but it not working for CAD. Any suggestions on this code corrections?     Namespace OneStream.BusinessRule.Finance.Temp234Calc Public Class MainClass #Region "Main - xxx Calculation" Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object Try   Dim timePeriod As String = api.Pov.Time.Name Dim entityCode As String = api.Pov.Entity.Name Dim monthNumber As SByte = api.Time.GetPeriodNumFromId Dim yearNumber As Short = TimeDimHelper.GetSubComponentsFromName(timePeriod).Year Dim currScenario As String = api.Pov.Scenario.Name Dim currCons As ViewMember = api.Scenario.GetConsolidationView() Dim localCurrency As String = api.pov.Cons.Name   Dim conversionMonth As String = args.CustomCalculateA

When loading data through a workflow- and when "Load and Transform" is clicked-> we can get Import error like below. Where are these import error stored? I need to put the contents of below error in an email.     Where are these errors stored. 

Does anyone know what this error message means when trying to create an Extensible Word document? How do you create a document in Task Manager?  

Our Currency Override formula in the Flow Dim (EndBal_Input) has been working great, no issues. We have been using IC Elim's on all of our Balance Sheet accounts except Equity/Investments.  All of our E/I accounts are Currency overrides.  We turned this IC on in January and are now noticing that the Elim amt is the FX calc'ed value and not the Currency Override value.  Thus not zeroing out at O#:Top.  Not sure how to adjust the O#Elimination member at the parent level for IC members.  Any suggestions on how I might go about fixing.  Not sure if I need to include a fourmla in the Flow Dim to handle different Origins or if it is handled elsewhere.  Just looking for ideas to think about. In my example below you can see the Elim amount is using the Closing FX rate and not the Fixed USD amt or rate.   Clarke