OneStream Platform Forums

Hi Community, We have a requirement to bypass lines from the source data for each account if the total equals to zero, regardless of the UD1 value. For example if these two lines are in the source data: Account 1, UD1_1, -100 Account 1, UD1_2, 100 we want to bypass account 1. Is there a way to achieve this result? in our case this is happening because we are adding UD1 in the source system and it's triggering a lot of unused accounts to now appear on our staging table because of the different UD1 members.

i have blow code to copy the periodic values from YTD scenario but it didn't work Dim sourceBuffer1a As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(S#" & sSourceForecast & ",V#PERIODIC,A#Top.Base,O#AdjInput)", DataApiScriptMethodType.Calculate, False, destination) Dim sourceBuffer1b As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(S#" & sSourceForecast & ",V#PERIODIC,A#Top.Base,O#Forms)", DataApiScriptMethodType.Calculate, False, destination)                                Dim sourceBuffer1 As DataBuffer = sourceBuffer1a + sourceBuffer1b                                                                If (Not sourceBuffer1 Is Nothing) Then             

We are looking to load data from a year-to-date (YTD) consolidated statement of subsidiaries. The statement is in matrix form, with accounts (both balance sheet and profit & loss) in rows and companies in columns. Each company has two sets of columns: one for financial results and one for eliminations. How can we set up the data source to read multiple companies' statements from one file? We would like to load eliminations to a separate origin (Elimination). How can we change the destination for the Elimination columns?  Also, how do we set up bypass row so that the load ignores headers and total rows? I noticed those rows can be identified by the Account column, where if the account is blank, then bypass. 

In v9.0, I have created all my cube views in a named Workspace (i.e. Not Default). I need to attach a single Cube View to a workflow task. In the past, I would create a Form Template Profile which I would then assign to a workflow Form Input task. In v9.0, when I select the Workflow task, I get the message (Unable to open Cube View "mycubeview"). Is this possible, or do I need to create them under the Default workspace or under Application->Presenatation->Cube Views? Thanks

Hi, I need to build some tables in the application database. I am using a extensibility rule with a StringBuilder and the BRAPi.Database.ExecuteActionQuery command to do that. The "Create table" command is working fine. Eg:sqlScript.AppendLine("CREATE TABLE [PayrollMapping](")sqlScript.AppendLine("[Payroll]  varchar(255),")sqlScript.AppendLine("[Pay_Basis]  varchar(255),")sqlScript.AppendLine("[Salary_Annual_Factor]  Int")sqlScript.AppendLine(") On [PRIMARY]") But I cannot make the "Create table as select" command work. Eg this does not work (Error: Incorrect syntax near the keyword 'Select')sqlScript.AppendLine("CREATE TABLE [EBSRegister] As")sqlScript.AppendLine("Select [RegisterID], [FirstName], [LastName]")sqlScript.AppendLine("From XFW_PLP_Register") Is the "Create table as select" not a valid command for the OneStream BRAPi.Database or is there simply something wrong with the syntax above? Thank you

Hi, Can anyone help with a way of creating username folder in Data management Export folder? This is in the File Explorer area. Is there a way to create a folder here through a business rule? Thanks a lot.    

Is it possible to run a Finance Custom Calculate Business rule using the Assemblies Service Factory “FinanceCustomCalculate” service. I would like to have a button on a Planning dashboard run a data Management sequence that calls a DM step that runs Custom Calulate Business rule that is stored in a Workspace Assemblies.  This is for a v9.0 environment.

I am recently created a cubeview report that I am now trying to add to Oneplace to allow our user community to run the report at their will.  I believe I need to do this by going through the Framework Task Setup menu but am not having any success in doing so.  Does anyone have tips/tricks to offer that can help me break the ice?  I am new to building these reports and getting them setup.  Would appreciate any feedback

Hi everyone,I’m looking for some guidance or references regarding the Forms Event Handler. I would really appreciate it if anyone could help with the following:any  documentation or examples for using Forms Event Handlersany sample implementations or best practices shared by the communityHow to use Forms Event Handlers If there’s any downloadable content (like a sample/snippet), or even just some insights from your experience, that would be a great help.Thank You.

Hi All, I am trying to use getSessionDataTable and SetSessionDataTable for loading data from a file placed in harvest folder and then using the table to store it in cube with direct approach. Can anyone provide more insight on these functions? How is it work and if there are any challenge of using these functions?

Hi Everyone. I have the following CALCULATE expression, but it’s returning no results. The source values are not zero, so I’m not sure if the way I’m using the DIVIDE function is causing the issue, or if there is another problem Dim DBCInner As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(A#RETBUYBACK:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#COUNTRY_RPT + A#423100:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#COUNTRY_RPT + A#411000:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#COUNTRY_RPT)") api.Data.FormulaVariables.SetDataBufferVariable("DBCInner",DBCInner,False) Dim regionalRpt As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(A#RETBUYBACK:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#REGIONAL_RPT + A#423100:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#REGIONAL_RPT + A#411000:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#REGIONAL_RPT)") api.Data.FormulaVariables.SetDataBufferV

Hi Team,In guided reporting, I've attached cube views that contain parameters. Defined global options in guided reporting setting.When I discover parameters, it does not work. Can't see the parameter list.

Hi All, I am trying to explore and use Dynamic cube services for one of the requirements however not sure where to start on this. Could you please help me with some inputs around this if anyone has implemented this ? Thank you.   

Hello, I have recently uploaded the May'25 Trial Balance into OneStream and one of my reports is reporting a line item as $5 more than what the Trial Balance says it is. This particular line item is driven by a single account so the report is set up to say whatever is in account XXXXX, generate that on the report. Any suggestions as to why the report is off by $5??

To integrate with SAP using RFC will I need to configure a data source on the SIC gateway or will I just need to add the appropriate DLL's to the referenced assemblies folder?

Hi  I am currenty building a dashbord for our controllers, including a menu. But I would like to use the same icons as used in OneStream, e.g. Refresh Page, Help, etc. But I have not manage to find them in OneStream. Are they copyrigth'ed, unique or were can I find them? Regards  Ole  

Hello All, Our initial setup had everything copying data files to Application/Batch/Harvest folder.  There has been multiple years of files stored in this location making it unable to open.  I am trying to create something to pull the files and if folders are created to delete the stored files.  I am uable to open the path and the clean up business rule fails to run due to the size.  I spoke with some developers at Nashville Splash and am reaching out on here as well.

Hi All,Any idea why the formula below won't work in CV?GetDataCell(T#|!Par_Time!| - T#|!Par_Time!|.Prior1)The first column contains the formula, and the second one contains this: T#|!Par_Time!|.Prior1. Regards, 

Need to copy an IC account data (Is IC Account = True) between scenarios, one way or another, and it seems like I can't.Tried databuffer copy - no worky. Tried api.data.calculate - same, nothing copied. In the end I tried "Copy Data" data management step for the entire data unit and IC account hasn't been copied.I set "Is IC Account = False" in the account settings and the data was copied without any problem, so said IC setting seems to be the only reason.Is this normal behavior? Something I missed in the documentation?

I am trying to replicate the example from the design & reference guideHowever, i dont seem to have a cubeViewColumn (last line in screenshot) object. The documentation does not show an example of creating this object. Any suggestion would be much appreciated.thanks 

I am currently working on a SQL Table Editor component in Workspaces and would like to know if it is possible to dynamically change the background color of a cell after a user edits its content (e.g. highlight the updated cell in a different color). Is this functionality supported in the SQL Table Editor? If so, please share how to implement this behavior - either through a business rule, parameter or any available UI configuration. Any guidance or examples would be greatly appreciated.

Hi! We’ve developed a custom REST API in our OneStream application to automate user management. So far, the following methods are working successfully: CreateUser – Creates a new user DisableUser – Disables an existing user Now, we are trying to add a new method: EnableUser – This method receives a user name and sets the IsEnabled property to True. The logic is quite simple. We retrieve the existing user using: Public Sub EnableUser()       ' Get user name     Dim username As String = Me._UserProperties("name")       If String.IsNullOrEmpty(username) Then Throw New Exception($"Supplied name is empty")       ' Get user      Dim userToEnable As UserInfo = BRApi.Security.Authorization.GetUser(Me._Si, username)       If userToEnable Is Nothing Then Throw New Exception($"User '{username}' was not found in OneStream")       ' Set IsEnabled = True     userToEnable.User.IsEnabled = T

Was asked to create a dashboard that gives the HQ admin the ability to lock and unlock Workflow profiles. Found bits and parts to use the user POV and descendants. Unlock descendants isn't working but.. Was looking at member tree and some of the other tree functionality, but couldn't get it to work for profiles. My thought is the profile hierarchy then they would select what to lock or unlock. Was curious if anyone had any recommendations or solutions they could share? Appreciate it in advance! 

Hi, Can someone point me to a syntax cheat sheet for formatting cube views and reports in Excel? I'm trying to get this number to show in thousands and have my negative numbers be in red with parentheses, and I'm super close, but I have this odd space at the end I can't seem to solve.  ChatGPT got me here:  ExcelNumberFormat = [#,##0,_);[Red](#,##0,_))] But it's stuck there. 

Hi all, I'm just trying to get a feel for how common this use of proxy members is these days.  I've worked for multiple organizations and typically, if we were planning at any level higher than the most granular level of data, we would plan a number representing a group of members, at some 'proxy' member created specifically for planning purposes.  That is, we would not use some random existing base member that held actuals. For example:If our dimension hierarchy looks like the one below and we were planning at the Region Level:I would not plan for the entire RegionA by loading my planning data to "South3".Instead, I would create a unique member (say, "RegionA_Plan") and load my data there.Wondering how many companies out there would use the first method rather than the second method and what advantage there would be to this?Thanks in advance for your thoughts on this.RegionA     North        North1        North2  &n