OneStream Platform Forums

Anyone willing to share the process by which you copy prior year accumulated retained earnings to the current year? Is this just handled via data management steps, or do you need a business rule? It does not seem that our implementation partner set this up for us... therefore this account currently is just being imported from our ERPs at the start of the year. This is an issue for our few entities with foreign currency, as the balance continues to translate at the current month closing rate, which we do not want.  Appreciate any insight! :-)

Hi all,I recently launched the consolidation process for my client, and the amount under the plug accounts is unusually high.I would need to develop a cube view showing, for each account in the rows, the amount that was loaded into the corresponding plug account during the consolidation process. Is there a way to do that?Thank you in advance!

Hi Is there a way to change the path of the folder within the "File Share" so that it would be possible to save a file generated by Data Export step from a Data Management job to a folder other than DataManagement->Export_"MyFolderName" ?   Say for example I want to save the file to a folder under Groups->Everyone->"Specific Folder to be Saved" Would like to do this without using the file transfer step in the DataManagement, since the file is large. thanks Kumar

Hi, I came across an update function in the business rules for ExecuteCustomCalculateBusinessRule Previous function (still in use) : BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si, brName, functionName, nameValuePairs, timeType) New function for workspaces : BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si, workspaceID, brName, functionName, nameValuePairs, timeType) We can indeed at least in version 8.5 create Finance Custom Calculate Services : However, these don't use any business rule name, hence my confusion ? How do we execute a custom calculate service which is currently within my workspace assembly services ? Or should it be used in a different way ? Regards,

I have a cube view similar to below. What I want to see is all the Accounts in the left most column like you see below and nothing where it says "Top" (not even the level where Top is). When I switch to UD1 in the same cube view, I then want to see the header as "Loading", "Unloading", etc., in the left most column where you see "Oper Expense". and not see the "Oper Expense"  at all even though I'll have the account in my POV.  The row header only allows you to have one header as Header 1. I'm thinking this is only possible with an XFBR String?  Has anyone else done this? If so, please share. Thanks.... 

In the example code for the Dynamic Dimension Service there appears to be a subtle bug which will affect refresh of the dimensions.ReadDynamicDimensionInfo(...) returns DateTime.Now:' This api method will build the required object, straight from an SQL query. Return api.ReadDynamicDimensionInfo(si, args, DateTime.Now, numSecondsBeforeCheckTS, _ dbConn, sql.ToString, Nothing, Nothing, _ "Name", "Description", "UniqueID", "Name", "Parent", "ParentID", "Parent", "AggWeight", True)BUT ReadDynamicDimensionContentTimestamp sets the Timestamp as DateTime.UTCNow:'Refresh once per minute (note: frequent refreshes such As one minute could degrade performance). Dim utcNow As DateTime = DateTime.UtcNow Return New DateTime(utcNow.Year, utcNow.Month, utcNow.Day, utcNow.Hour, utcNow.Minute, 0, 0, DateTimeKind.Utc)This will matter if your refresh period is < 13(?) hours AND if your TimeZone is ahead of UTC......It's an easy fix though!Steve

Hi Everyone, We are trying to incorporate the status of the IC-Matching Report into the Confirmation rule. While reviewing discussions on the community board, I found the following object: brapi.DataQuality.Status.GetICMatchingStatusItems. However, I am having trouble getting it to work in a script. Could anyone share how they prevent users from confirming the workflow if the IC transactions do not match? Your insights would be greatly appreciated!    

Hello! Is there a way to export the server audit reports to a file? This is the information from the Audit tab on the servers.  Thanks!

I need to move some files around the various folders on our SFTP server and I am trying to do it via the Extender BR. Basically I need to move the files from the staging folder into various other folders based on the file names. The rule below compiles successfully. When executed, I get the exception on the second pass ("Chase" related) but no files are being moved anywhere. I am stumped at the moment and would appreciate any suggestions. Thank you in advance. Yan   Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try 'Set up SFTP connection session options Dim sessionOptions As New sessionOptions With sessionOptions .Protocol = Protocol.Sftp .HostName = "xxxxxxxxxx.xxxxx.com" .UserName = "XXXXXXX" .Password = "xxxXXxxxXXXXXx" .SshHostKeyFingerprint = "ssh-rsaxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxpNuL5H42WiDJY=" End With 'Us

Mid-year we created a new parent entity and added base entity relationships to it because the base entities moved to a different legal entity. We load YTD trial balance and the previous parent should report the base entities for the first 6 periods of the year; new parent second 6 periods.  We're using the "In Use" setting on the old parent member to cut off at period 6 which seems to work fine. For the last 6 periods, revenue and expense accounts continue to show the first 6 periods' activity. Is there a way to continue loading full YTD balances with the new parent reporting YTD periods 6-12 not 1-12?

Hi allI'm trying to understand the purpose of the string 'itemName' variable that is available inside the assembly service factories.Does anyone know the intended purpose of the 'itemName'?And does anyone have some best practice guidelines or examples of this variable in use? Thank you very much everyone!Thor 

Does anyone know how you can default the cell to use the cell detail or even better enforce the users to use only cell detail on the form?Thanks

We have a form in our workflow for budgeting. Users have the option of interacting directly with the form or using a spreadsheet template we provided to update their values.  There are pre-seeded values in the cube. Users can then make adjustments to the amounts. When users are updating via the form, we are getting values replaced like we would want. However, when users interact with the form and update via our provided excel file, the amounts are getting appended to the original value. We can't seem to locate where this behavior is triggered on upload to form via Excel. Is there something in the VB we need to adjust, or is this a 'standard' behavior. We'd like to let our users simply replace the values.  Let me know if you need any add'l clarifications. Regards,DK

The query from SAP is currently returning the negative sign in the last position of a cell.ex.  20.56- when it should be -20.56Is there an SAP function I can add to the SAP connector solution that would place the - in the first position and how would I achieve this in OneStream?

Dear all,Do you have any idea how we can lock a workflow that has not any attached entity on it but should be based to a UD1?Thank you 

I created a couple menu components and I'm using images with them on the landing page. I read that you can use an image and also have a header text display but i can't get the header text to show with the image. Is there something special that needs to be done? I am manipulating the parent item below and thought it would be as easy as creating a header text but im not getting the desired result. Below is  a screen shot of the image and the children of the menu but I want to see some kind of value by the image that says Tasks'     'ManipulationsparentMenuTaskItem1.HeaderText = "Tasks"parentMenuTaskItem1.ImageFileSourceType = XFImageFileSourceType.DashboardFileparentMenuTaskItem1.ImageNameOrPath = "LP_task.png"parentMenuTaskItem1.Height = 100parentMenuTaskItem1.Width= 100parentMenuTaskItem1.ToolTip = "Tasks"   

I am curious if there is a way to bypass characters in a transformation rule without using a complex expression.For example,000485 (Source) -> 458 (Target)394904 (Source) -> 904 (Target) 

Hello all, I have a field in my input dataset that I am tracing the mapping for and I can't figure out why One Stream is selecting the mapping rule it is using. The field is a cost center (UD1) value of '1VA' and it is not specifically called out in one-to-one or is it included as a composite range. I really think it should have been falling out as an exception. OneStream however tells me it is applying a Range Rule 'ABC' where the rule expression = '18~21'.  I am flummoxed as to the reason why. I've double checked it a few times.  Any ideas why this range rule was selected, or maybe an idea of other areas to check out to see why the cost center UD1 mapping is behaving the way it is? Thanks in advance. Happy to add add'l details if needed. Regards, DK

Hello ! I've noticed that the workflow time stored in the application is having a weird format, for instance :  Workflow Time : 022008000 = 2022M5Workflow Start Time : 2022003000 = 2022M1Workflow End Time : 2022018000 = 2022M12 The only reason I see for this weird format is on the FX rate table (shown below), as it seems that 2022M1 is in the 4th column (hence 003 if we count column 0), 2022M5 in the 8th column and 2022M12 in the 18th column...   --> Is it just a coincidence, or am I assuming correctly the date format ?    

Hi, is there an easy way to remove rows with zeros from the Cube View when using GetDataCell? Thanks GetDataCell(S#|!Scenario!|_Allocations:U3#None:U4#None:U5#None:U6#None:U8#PCRunRate - S#PPM_|!Scenario!|_Lite:UD2#PrjNa):Name(Variance)  

I have the request to automate FX rates upload. Rates are stored in DWH (Data warehouse) and that would be easy if I could simply connect there. Unfortunately DWH team doesn't allow it, instead of it they can push their FX rates into my database. Any idea how can I get them such access? Thanks!

Hello. I have a set of Lookup Transformational rules. I have tried to load a mass upload for multiple lines of transformational rules through a trx file. I had a message saying the load has been completed with errors. However when I try to search for one rule I can't find it in the set of rules. When I try creating one of them manually it won't let me create it as it says it exists already, even though it doesn't show in the rule set. How can I undo what I did? How can I sort it out. A lot of people are depending of these rule set as it helps with Data extraction. Please support.

Hello !   As stated in the OneStream V8.0 the release note document : Cube View Shortcuts: Cube views have been enhanced for scaling, shortcuts, andhotkeys. See Shortcuts, Scaling, and HotKeys for more information. (PF8-57) But this paragraph is nowhere to be found... does someone know what are the new shortcuts, scaling and hotkeys that we could use in Cube View starting release 8.0 ?   Many thanks !

I am executing a Copy Data Management step which references a literal parameter (NOT in Default workspace) to get the scenario value. However, I am receiving an "Invalid Parameter" error when trying to use the parameter even though I confirmed the parameter is named correctly and has a value.  However, when I created the same parameter in the Default workspace, the Data Management step executed successfully.  In a Data Management step, is there a way to denote which workspace the parameter should be coming from? I tried something like: workspace_name.|!Scenario_parameter!| but no luck. Is there any documentation on this? 

Hi everyoneIs there a way to preserve formatting in a Quick View (not Cube View) in Spreadsheet or Excel Add-in on certain row levels? E.g. Font colour for base members = Blue.With Cube Views in Spreadsheet or Excel Add-in you can highlight the levels and assign Styles but this is not available in Quick Views, only in certain sections of the Quick View grid, e.g. Primary Style, Upper Left Style, Row Header, Column Header Style and Data Style.I noticed in the 8.5.1 version documentation that this option is available when you create a new Quick View, but not in the 7.4 version we are using:RegardsJohan