OneStream Platform Forums

There is a report that we use in Application reports "Import Detail (Account Mapping)" this report has a dropdown to select the time period. Previously the weeks and months were available for selection e.g. 2024M10  However now only weeks are available for selection and the months are no longer visible, any ideas on where this change could have been effected?  

Hi all,  I recently was going through a V8 upgrade and found that the documentation on ERPConnect with SIC was quite sparse.  I hope this post helps anyone who might be struggling as I was a few days ago.   Smart Integration Functions in Version 8 + now must make all calls using ERPConnect and referencing Dlls stored on the SIC Server.  Make sure you add your 'ERPConnectStandard20.dll' to the referenced assemblies property of the Smart Integration Function, this will allow ERPConnect and ERPConnect.Utils to be imported into your SIF.  You will likely also notice there is no IntelliSense for 3rd Party Dlls for SIF, which makes things a little tougher. Use this link for specifics related to the ERP Connect API.  ERPConnect.Utils.ReadTable - ERPConnect HelpCenter (theobald-software.com)   Smart Integration Function Snippet using ERPConnect  Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imp

Hi all,  I'm putting together confirmation rules for various forms, and have got a few working where the explained items clears a check to zero. These checks are isolated to a few accounts, and are pretty straightforward.  I am a bit stuck on creating the rules for the Balance Sheet variance form. The idea is that the users will provide commentary onto all Asset and Liability base accounts where the movement is over 50,000 Euros and over 5%. I started building my rule and ran some tests to see that the logic worked, but I haven't progressed much. See rule below. Sampling it on S_CashatBank account, I know there is a movement of 15,000 Euros in this workflow on one entity, so should pass above 100,000 but fail below 10,000. It fails on both amounts.  Also, where there is 1 confirmation rule looking at multiple accounts, how do people get to show on the confirmation page the different accounts that have failed the rule? Let's say there were 5 base members under I wasn't s

Hi all,We built Cube Views with suppressed members to improve Cube View performance, as there would be too many rows visible in the Cube View without suppression. We use the "Allow Insert Suppressed Member" to insert suppressed members. In our case, intercompany data should be able to be added here. Our row suppression settings are as sown below: When an entity does not contain any data yet (a newly acquired entity), it is impossible to add a suppressed member, as all rows are suppressed.Is there a way to tackle this, so we are able to still suppress rows, but with the possibility to add suppressed rows, even when there is no data yet?Kind regards,Joris Klein Hulsecpmview

I have an interesting error appear when attempting to run an XFBR that simply returns "10"; in a C# XFBR rule.  The stack trace is below.  But this does appear to be an issue with the OneStream Libraries themselves rather than anything that has been developed - is that right?   Summary: Error in DbConnInfo.~DbConnInfo(). DbConnInfo should be used in a 'using' statement or Close() should be called explicitly. ----------------------------------------Description: Error in DbConnInfo.~DbConnInfo(). DbConnInfo should be used in a 'using' statement or Close() should be called explicitly.Error Time: 8/9/2024 10:42:39 AMError Level: ErrorTier: AppServerUser: david.fraserApplication: App_NameApp Server: NLCFT6APP1App Server Version: 8.2.1.16005App Server OS Version: Microsoft Windows NT 10.0.17763.0Session ID: 1650096c-0df5-4e1d-aac3-8ad9ad2561a3Error Log ID: 9b3d53fe-a285-4dbb-ba17-e9178258e139 Total Memory: 25,769,267,200 (24.00 GB)Memory In Use: 6,983,364,608 (6.50 GB)Private

Hi, Can we build a list in One stream. I believe there is functionality in HFM but not sure if we can replicate.  

hi we are using stored calc to apply tax rate on pre tax income and eventually calculating net income. Tax rate is pretty static throughout the year but it may change in middle of the year. we've given users to enter tax rate as applicable throughout the year so this tax computation remains dynamic. Actuals scenario is YTD.  the issue we're facing is if we change the % (lets say 20% up until Jan to May and starting April, it goes up to 25%). In other words, we want April YTD tax to be 25%, it is not footing to 25% at lower level. any ideas how to achieve this?  

Hello I would like to change the 'can modify data' parameter of the two columns via a business rules : I want to put a conditionnal rule that says if the column "is store" = yes the corresponding cells in the columns "Opening Date" and "Closing Date" seizable if not the cells won't seizable. if anyone has already done this , your help will be much appreciated. thank's. Yanis.

I have a parameter for time that acts as the default for all reports. I'm trying to store in it the year. I want the parameter to take the GlobalYear so that I don't have to change the value manually every year.  Basically, I'm attempting this:  But it's not working

Hi - I am trying to call the DM job using RESTAPI call from Powershell using Basic Authentication . It is an On-Premise Environment and Version is 6.6. I know I can use the task scheduler but I requirement is to use the API. I have a PS Script but it failing and also failing in Postman with 404. The below is the script $User = ""$Token = ""$base64AuthInfo = [Convert]::ToBase64String([Text.Encoding]::ASCII.GetBytes("$($User):$($Token)"))$Header = @{Authorization = "Basic $base64AuthInfo"ACCEPT="application/json"}$ContentType = "application/json"$Url = "http://Host:Port/api/DataManagement/ExecuteStep"$Body = @{SequenceName="Sample"BaseWebServerUrl="http://Host:Port/OneStream"ApplicationName="Sample"}$json = $body | Convertto-JSONInvoke-RestMethod -Method 'Post' -Uri $url -Headers $Header -Body $json Any help would be appreciated. ThanksKrishna  

  Hi All In the below example value is displayed on every single combination of UDs.  This should only be calculated and written to each UD7 separately but calculated on Tops and displayed only on “NotDefined” for all other UDs. For any other POV combination- the result returned should be zero. Can we do something like this?   Dim Tops_NoUD7 As String = ":O#Top:I#Top:F#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U8#Top"Dim dEbit As Decimal = api.Data.GetDataCell("A#EBIT" & Tops_NoUD7).CellAmountDim dSalesProd As Decimal = api.Data.GetDataCell("A#SALESPROD" & Tops_NoUD7).CellAmountDim sEbitProd As Decimal = (dEbit/dSalesProd)*100Return sEbitProd

Hi there - Im looking to add a formula to my columns located in the cube view. I need it to pull global time + remaining target months. This involves two scenarios, so S#Actual and S#Target_FY24.    So If my POV global time is July, I need the formula to take (7 months of actuals using S#Actual) + (5 remaining months of target using S#target_FY24). I also need it to be dynamic so I dont have to touch each month, so when the POV gets switched to August, it would be (8 months of actuals + 4 months of target)

I have recently had the request of creating a Dimensions CSV Export File with Parent/Child Relationships including some member properties. I realised this wasn’t straightforward when Extensibility is used across the dimensionality. Specially with the requirement of presenting the hierarchy with the correct Sort Order. See Example Below: With the following set up: The CSV Out Put should be: I am sharing the solution we have implemented in case to help anyone with the same type of request/requirement. The attached Extender Business rule could be used in a Data Management Step as follows: It will create CSV file within the User Temp Folder with all the Parent Child Relationships including some properties: Currency (Only For Entity Type Dim), Text1-Text8. The solution will extract All Dimensions Type, including system dimensions. The code could be easily adapted to work of a Dimension Type List instead. Also, additional properties could be extracted as needed by modifying the Sub Routin

Hi all,   I came across a very helpful post that shows how to automate extracting metadata for backup. (original code at the bottom of post) https://community.onestreamsoftware.com/t5/Accepted-Code-Samples/Extender-Automate-Application-Metadata-Backup/ta-p/6914    I tried this business rule and it works perfectly, however I am looking for something a little more specific since this returns a massive dump of data. Basically, I am looking to automate a metadata xml extract of specific dimensions and their members / relationships separately into different files and combine them into a zip package. Is there any documentation that shows how to edit this xmlOptions syntax below to include specified return xml values instead of just extracting all items?  'Set the extract options Dim xmlOptions As New XmlExtractOptions xmlOptions.ExtractAllItems = True   Ideally in the package, each dimension would have two files. I would have two files as such: - TopU4 Members - TopU

Hi All,  I have a process that exports a dashboard and all of its components to XML.  It then reads through the XML and creates new objects.  The process works when I import the XML by hand.  I was wondering if there is a way to have the code: 1) delete objects if they exist 2) import the XML to create the new objects.    Thank you,Scott

In Application tab > Dimensions > Entity Dimensions > Member Properties, I have something configured in Text 4 and Text 5  field in Vary By Scenario Type And Time section. The goal is to display these 2 field values in a dashboard.   Questions are 1. How can I retrieve the data in SQL in data adapter? I input test data in Text 4 and find the value in both RelationshipProperty and MemberProperty tables. Which table and column should I use? What filters are needed to get the expected value? 2. Any data dictionary for OneStream application database? For this type of requirement, use SQL and data adapter to get the value for specific fields in the front end, how can I find the respective table / column / filter. Much Appreciated!      

I have an issue I would be very interested in getting community's take on and I would greatly appreciate any direction: I am trying to deal with the case of a nested ownership: one  of our 100% owned subs owns a minority stake in the other sub, At the top consolidated level there should be no Minority Interest , but at intermediary consolidated level there should be. I created an intercompany account that is calculated at that intermediary consolidated level. Calculation seem to work fine. However, when consolidation reaches the first common parent between the 2 subs, elimination of this new account is not being triggered, even though correct partner is assigned (IC Matching report matches the relevant amounts) Here is the calculation: If (api.Cons.IsRelationshipLevel And api.Entity.OwnershipType().ToString = "Custom1") Dim entityID As Integer = api.POV.Entity.Memberpk.Memberid Dim parentID As Integer = api.POV.Parent.Memberpk.Memberid Dim pOwn As Decimal = api.Entity.Percent

If these are my parameters: (delimited list and input value) what would my columns be? This is ultimately what the report should look like:  

Hi, I'm wondering if anyone else has had a similar issue when creating DynamicCalc accounts that include a non-financial account member and a financial account member? I'm trying to create a revenue per day account that will use our A#SalesTot account and our A#IscSalDays account.  My formula is below: Return api.Data.GetDataCell("Divide(A#SALESTOT, E#DRIVER:C#Local:S#Plan:A#ISCSALDAYS:F#EndBal:O#Top:I#None:U1#None:U2#Top_UD2)") When I populate a cube view with each of these accounts separately, I get the correct data, but I can't figure out why the calculated account returns blank green cells.  Since I want to use the result in a dashboard chart, I can't use a column row math expression, which is how I calculate revenue per day in our other reports.

Hello OneStream community, I have an SQL table editor component current in one of my dashboard. My dashboard is defined by 2 embedded dashboard. for the sake of this example, the first one only has the SQL table editor, the second one hold a single button. Right now, when I click on the button, it should update something on the selected row of the SQL table editor. By doing so, it also refresh the dashboard. However, refreshing the dashboard will cause the row to be unselected. My question is : is there a way to refresh the SQL table editor without resetting the row selection ? Regards,

Using this prompt, what 6 transformation rules need to be built? Currently I have: 1. View YTD to YTD on a one-to-one 2. Account * mask 3. Entities * mask 4. UD 3 * mask Huron Energy Services (HES) is a global energy services company. Their User-Defined 3 dimension in OneStream is used for their Function code. The Function code represents the job function that a value falls under. For example, Function 62 is associated with Human Resources. So, salaries for employees in the Human Resources department will be coded to Function 62 (FCT_62). When loading data to OneStream, the project team has encountered a difficulty. For every expense account in their source system, there are two accounts in OneStream. These accounts are suffixed with "C" or "G", for Cost of Goods Sold (COGS) or Selling, General & Administrative (SG&A) expenses. For example, in their source system they have account 56789, but in OneStream they have accounts 56789C, which is part of the COGS rollup, and 56789G wh

Hi team, I was trying to run a reset scenario for a particular time period and encountered the following error:   Has anyone else experienced this issue or have any insights on how to resolve it? Any thoughts or suggestions would be greatly appreciated. Thanks!

HI Can someone help on connecting a Dashboard report into Books, am trying to connect it to Books and then use the parcel service to publish the report to distribution list via email Regards Nara2757

Hello, we need to setup Data Cell Access Security based on our UD1 structure. UD1 defines our Business Unit structure and we need so setup security security on this. I spent days on this but I don´t get it to work the way we need it. We have consolidation users on different levels in the UD1 hierarchy: So some users are on to (group level - they need access on all data) some on divisional level (they should see all data within their division, so divisional level and all business units below) but the need to be restricted to their own division and are not allowed to see data of another dvision or business units which are not part of their division.   some on business unit level (they need so see all data within their business unit but not from other business units) and finally entity users: the only should have access to data on their entity/entities. How can I setup this so that it´sconvenient to maintain and all security need get met?   Regards Martin

It would be helpful if there was a way to toggle the "Include Cell Attachment Status" setting for Cube View Connections rendered in the Spreadsheet tool.