OneStream Platform Forums

Hi all,While getting into OS, I'm trying to figure out how to leverage on its framework... And I have a question related to secrets management.Let's say that - at application (workspace?) level - I need to access to a remote service that requires an OAuth token (or user/pass tuple, or whatever I need to keep away from user's eyes - and fingers).The above mentioned secrets should be (visually?) managed by an administrator. Does OS offer something out-of-the-box to accomplish this task ? And, in case, can we leverage on some API to retrieve secret data ?Thanks for Your answers.FabioG

Hello Community,I'm writing a rule to copy data from one scenario to another using api.data.calculate.However, I would like to exclude some accounts from being copied. Something like the following:api.Data.Calculate("V#YTD:S#ACTUAL=RemoveZeros(V#YTD:S#ACTUAL_TEST)","A#Root.Base.remove(A#CAPEX_ACCOUNTS.Base)") I understand that the Remove function will not accept a member expansion. Members to be removed must be listed in the function as specified in this post:"What is the best approach to “subtract” members in a hierarchy, the following member filter is not returning the expected results. E#Tot_Mgmt.Remove(Houston) | OneStream Community"But is there any alternative to do it without listing accounts to remove one by one ?Any help is appreciated!Thank you

Hi All, I'm looking for assistance to add a column title in my current BS report. Please refer to the screenshot. I have a requirement to add a Title 1 and Title 2(Highlighted in Red) in my report. TIA  

Dear all, We have 2 custom calculate functions (Finance BR) that are executed one after the other. The 1st one uses V#Period as POV and the 2nd uses V#YTD as View POV. These POV are set on the data management steps that use these functions.We'd like to merge both functions into one to simplify maintenance but the fact that they use different View POV creates an issue; if the data management steps uses V#Periodic or V#YTD, one function will work properly but not the other. Do you know how it can be set as a fixed View POV into the functions itself? Maybe there's a way updating the value of the "args" variable that is used as an input into the formula.Thank you for the help and guidance.Best regards,Carlos 

Hi Team,   I have a question around the orphan members. I know that when we remove the relationship, the member gets moved under the Orphan section. After moving to the Orphan section, can we load data into the member through the Workflows? Thanks in advance AK  

We have FX rates published in a table to/from virtually every currency in the world. However, this is something like 70k rates a month and the vast majority are for currencies we don't use in our OneStream application. The majority of the rest are for combinations that we don't use. Of these tens of thousands of rates, only about 25-30 are actually relevant. I'm trying to automate this filtering using the currency filter from the application properties, which returns a simple comma-separated list, like so: CAD,EUR,JPY,USD In this example, I want all rates to/from USD. So, I ditch the ",USD" and want to filter on the three remaining currencies: CAD,EUR,JPY Writing a query in SSMS, this is trivial. Writing the query with straight up string manipulation in the BR is also straightforward. However, I'm trying to be (perhaps needlessly strict/cautious) by passing this in as a parameter. This makes me want to use my laptop as a non-brand-specific flying disc and restart life as a hermit in a

I am trying to record an additional Depr Exp in December 2024.   Db Depr Exp (P&L) Cr AD Machine &Equip. (BS) However, when I roll into January 2025, the effect of the December entry has been calculated into the BOP Retained Earnings, but my balance sheet does not balance.  I can tell the AD Machine & Equip account does not reflect the additional amount recorded in the journal entry.  I need to enter this JE into January of the following year, am I supposed to enter this as an unbalanced journal entry, hitting only AD Machine & Equip?  

I encountered this Boolean today for the first time after writing (and reviewing) code for five years.  There is no mention of it that I can find in the documentation.  Based on the name itself, I can guess that this is a Boolean to make sure you're not on C#Elimination or any other of the "non-Currency" members of the Cons dimension.Have I guessed correctly?

 Hi,  I'm trying to display a time-variant text property of the UD1 dimension member in a report. The challenge is that the text value can exist in any period of the member, so I currently loop through the forecast periods (spanning two years) to retrieve the values. While the code works, its performance is not good.Is there a way to fetch or look up the text properties by time (possibly from a specific table) without iterating through all periods? Any command or optimized approach to achieve this efficiently would be highly appreciated.Dim Date As String = $"{year}M{month}"   Dim timeID As Integer = timedimhelper.getidfromname("Date")Dim myVaryByTimeId As Integer = BRApi.Finance.Members.GetMemberId(si,DimType.Time.Id, Date)Dim mbrText As String = BRApi.Finance.UD.Text(si, 9, mbrId, 1, -1, myVaryByTimeId)

Hi,Is there a way that I can see all the intersection errors for all lines rather than selecting one line at a time and seeing just that one constraint error?I've checked in Application Reports and can't find anything that helps.ThanksGuy

Currently I have a button on a dashboard that will run a business rule that checks if a specific load task is completed.  If it is, it will trigger a data management job to run.  If the load job is not completed the process ends.  I would like to trigger a pop-up window telling the user if the data management package is not going to run.  So far I have been unable to figure out the commands to do this with-in my business rule.   Thanks, Tom

We are in the process of changing our chart of accounts and department structure (for us, UD3 and UD1, respectively).  Further complicating things is that some of the old UD3/1 members will likely be consolidated into one UD3/1 member, and vice versa.  We will need to keep the existing data in its original intersections (e.g if UD3#ABC changes to UD3#123, we need the historical data to stay in UD3#ABC).  Or do we? We currently map each of our 3 different GLs* in UD3 to accounts in the A# dim which is at the P&L/BS level.  Has anybody out there done this before?  What approach did you take?  Can we simply create new transformation rules and somehow reference the old ones for historical data?  Do we simply create a new hierarchy in UD3 for the new members (bloat?)? If so, how do we reference them in dashboards and cube views that compare past and present data?  I have so many questions as to the best or simplest way to do this.  Bonus poin

Hi all,I'm in trouble in using an XFBR from an Assembly, inside a Data Adapter.I've just discovered that it's possible to use the XFBR function as part of a SQL Command, like this:SELECT * FROM MyTable WHERE MyField = 'XFBR(MyBR, MyFunction, Param1=|!prm_Whatever!|)'I was surprised to see it working, but this is not the point.When MyBR is defined as a Business Rule, everything isworking fine.Then I moved the Business Rule into a Service XFBR. Since the Factory is defined at Workspace level, I converted the query as:SELECT * FROM MyTable WHERE MyField = 'XFBR(WS, MyFunction, Param1=|!prm_Whatever!|)'Directly testing the Data Adapter everything works fine, I can see the converted query and also the results.Now, the problems:The above mentioned Data Adapter is used by a Report. When the XFBR is defined under the Business Rules area, everything is ok.When I launch the report (from a Dashboard), i get the following error:Error processing XFBR String 'MyFunction'. Unable to find the Wor

Dear all, Could you please advise is it possible to show Account Name and Description in cube view in two separate columns instead of single column?

Hello everyone! I am very new to the industry and OneStream and I really need some help to kick start my application building journey!Currently, I am trying to test out the capabilities of OneStream using the scenario stated below:I have one central division that will split into two 'teams'. For example, Division_1 and Division_2, both teams have handle their own projects. For example, for D_2, under Project 50A there are mini projects like 50A001 and 50A002. For D_1, under the same project 50A, they handle other projects like M0001 and M0002.So what I am trying to achieve is: Tracking their expenses, so they will roll up to the central Division. E.g. Division 1, project 50A, spent $1,000, Division 2, project 50A spent $1,500. So the rolled up amount would be $2,500 and the ability to breakdown to the specific items.If possible (which it is) Division 1 handle projects that are "Approved" so the expenses are actual. Division 2 handle projects that are "Awaiting Approval" so the exp

Hello,I'm trying to figure how to stack 3 cube views on the same page and add that to a book. I know you can create a stacked report in a dashboard. But I don't know if you can add dashboards to a book or not.Thanks,Will

Hello, Our transformationeventhandler rule adds missing UD1 members to an unmapped parent.The rule works and has been for a few months. A couple of weeks ago I built a business rule which leverages the utitlity "ExecuteFileHarvestBatch".I have the relevant settings as True. Dim valTransform As Boolean = TrueDim valInterest As Boolean = TrueDim loadCube As Boolean = TrueDim processCube As Boolean = True The batch rule was built so I could schedule the data load.What I am noticing, is when the scheduled job (which calls a DM job with the rule) runs there are failures because of missing UD1 members.If I, then run the import/validate/Load and Process steps manually there are no errors and the missing UD1 members get added. It is as if the TransformationEventHandler is not being executed when the import process runs via the scheduler/dm job/rule. Any ideas for suggestions of where to look?

Hi allit seems that OS 8.4 notification settings by default only send emails to 50 users. Could this setting this changed / amended and if so in which part of the application?Thank you Nou

I'm fairly new to OneStream. I've a requirement where if ICP is P213 and irrespective of any source entity then target entity will be "Chicago" and if Source entity is "E123" then target entity will be "New York". The problem which I'm facing is that I do have "E123" in source file where it only takes the mapping of "E123"->"New York". It doesn't even see if the ICP is P213.

Dear colleagues, Could you please advise why error Pov occurred in cube view calculated columns (I use formula GetDataCell in member filter in these columns) when I click save button in order to save text comments in column VarianceExplanation (this column contains member V#VarianceExplanation). When I reload this cube view again this error removes, and I also see that text was saved. See below error:  

Hi I have created a workflow and need to assign entities however they are not showing up on the list. The only one which is showing up is NoneWhat could be the reason for this?  Regards

Does someone knows the syntax to call a memberlist that is written in a Finance MemberList service accessed via a service factory? I've tried many forms but cannot get to my code. Thanks

Has anyone been able to get an extensibility rule to work in the workspace assemblies? I've looked and I haven't seen much of any documentation on this. I'm working in 8.4 and have the rule working when I have it using the regular extensibility business rule which is attached to a DM job to run. When I try to move it to a workspace assembly and put it on a DM job it doesn't work. I've created a new file as the Extensibility Business rule source code and have the same code with no errors. I don't see an option in the Ws Assembly Factory to specifically call out extensibility rules either. So far I've been successful with getting an XFBR, Extender Rule and Custom calculate rule to work in assemblies but extensibility doesn't seem to work. Below is the error I am getting.  

Hi, all, Could you please advise why we need to add each base time dimension member on Transformation Rules table when source and target base time member are the same?   

Hi all,   Here's the situation: There are several CV with the same accounts as rows (CV1, CV2, CV3, etc.) that have slightly different columns. For each main CV, it's needed to drill down until arriving to the base. Would it be possible to set a navigation CV to a common CV with dynamic columns so that the CV can adapt to each main CV? I would like to avoid creating a CV set for each main CV.   Thank you