OneStream Platform Forums

Can we do input in multiple currency? How can we do input in other currency apart from Local? For example, if I have IN entity, I want to do input in SG, USD and other currency?

Hi, Is there any way to remove users from the groups by using Load/Extract option from the system tab. i know we can add new groups or users but i want to remove the existing user from existing groups via xml. Thank you in Advance, much appreciated for the help. Thanks Satish P 

I am trying to build a stacked bar chart with time on the x-axis. Time is being chosen via a parameter in the cubeview and then populating the 12 months prior to the time chosen as well as the time chosen. The time profile being used a custom profile with M1 being April. When I enable "Add Start End Calendar Time" in the data adapter and use "StartTime" as my argument, the data comes through for the right months, however the descriptions for time are that of a standard time profile (i.e. M1 is January) even though it is pulling April data. When I disable "Add Start End Calendar Time" in the data adapter and use "Time" as my argument, I get the correct time descriptions for the custom time profile, but they are out of order (displaying in alphabetical/numerical order).  Does anyone know a way around this? 

I'm building an integration that uses an OAuth 2.0 endpoint to return an access token for a 3rd-Party REST API service. I'm unlikely to be able to get a client-credentials grant for machine-to-machine RSET interactions (which would be ideal, so I have to proceed this way). It's Xero (don't ask....) The authentication endpoint uses a user/password followed by 2FA challenge in order to allow the API scope to be set, and an access token (and refresh token) to be returned to a redirect URL. I can do this easily in PostMan because PostMan - whilst not having a valid redirect URL - can intercept the request and extract the information in the URL/response Headers sufficiently for them to be used in subsequent API Requests. I'd rather not do this in PostMan going forward, and I'd like to handle the login/challenge in a Web Component in a Dashboard. I can get as far as opening the login Web Page, completing the 2FA challenge and then authorising the scope of source Entities, BUT when I hit OK t

Hello, I am looking to connect with any OneStream customers who are using OneStream as the source for their final trial balances. Currently we book a few top-sided entries in OneStream and then push them down to their appropriate ledgers the following month. This results in our trial balances coming from our ERPs to always be in balance. We are considering having our Shared Services Team take over some entries from our Controllers that would be top-sided in OneStream and we are considering not pushing them down to the ledgers. We are essentially looking at OneStream as being the source for our final trial balances. We currently use the Account Reconciliations Solution, so we would still reconcile the trial balance and all the tops-sided entries. Is anyone currently doing this? I've seen this done in HFM, curious if any OneStream customers are. Thanks! Regards, Ronnie Karpinski

I am wanting to use a custom Data Style that I have made in Excel, in a OS Quick View. I have followed the instructions found here  but it seems that the custom style does not populate as an option in the OneStream  Quick View settings. Is there something I have to do after creating it in excel, but before using it in OS? 

Hello,  I am using an excel Form Matrix template to load some data into OneStream. I am trying to add Annotations into this view but I am facing a issue.  Using the AN# in the matrix layout will automatically populate all the periods with the same comment. I would like to specify in the template for the annotation to go only to T#|WFYear|M12 for example.  Can anyone help me with this? Thank you

Hello everyone, While checking a DataRecord table in OneStream Application database, the following three columns exists:  UD34, UD56 and UD78. Does anybody know what is the utility of these columns? Is there any method to calculate the value that is added for each of these columns? Thank you in advance for your help. Regards,  

I use the Text3 field in Flow members to hold a status value. I have a BR that is creating one Flow member at a time. When the BR runs the line with SaveMemberInfo, every one of my flow member's Text3 values are changed to values that are incorrect. Does anyone have any thoughts on why this is happening. Following is the code I am using to save the Flow member:****************************************************************************************************strModName = "This is the Flow member name"strCurrPdoDescr = "This is the Flow member description"Dim objDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "std_Flow")Dim intModId As Integer = BRApi.Finance.Members.GetMemberId(si, dimtypeid.Flow, strModName)Dim objMemberPk As New MemberPk(DimType.Flow.Id, intModId)Dim objMember As New Member(objMemberPk, strModName, strCurrPdoDescr, objDim.DimPk.DimId)Dim objProperties As New VaryingMemberProperties(DimType.Flow.Id, objMember.MemberId, DimConstants.Unknown)Dim NewFlowMb

When writing DataBufferCells to a cube, does anyone know how to create a DataBufferCell having a StorageType=DataCellStorageType.Journals?  

I am looking for a way to run a report for all time periods on percent consolidation.  Currently the only way I know how to do this is by running a grid view of for each month.  Does anyone know a more efficient solution?

If one is not a coder and one is not a SQL expert; is there any possible way to export the entire staged data set from the Import stage to a text or csv file? I need to be able to extract the resulting table after the source data goes through the Data Source process and sits at the import stage, but as we know, the export command does not extract more than the first page of data and it would be unfeasible to manually export each of say 95 pages. Surely there must be some easy way to do this?  Would be grateful for any advice, tips, examples, Thanks

I have a cube view that is comparing two years and the better worse for each month.  Is there a way to show only the month name only (no year) in the Better Worse column header?

Hi everyone,  I'm trying to create a formula for an account member that includes different accounts and UDs. I'm trying to do something like this: (A#COMMODITY_GM = A#GROSS_MARGIN - A#NET_INCOME:U2#WC - A#NET_INCOME:U2#US + A#503099:U2#EC - A#FINANCE_EXPENSE:U3#OTHERGRN) I found in the book Finance Rules and Calculations a possible solution using a Data Buffer, so I came up with the following formula: Dim grossmarginDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#GROSS_MARGIN:U8#None") api.Data.FormulaVariables.SetDataBufferVariable("GROSS_MARGIN",grossmarginDataBuffer, False) Dim netincomeWCDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#NET_INCOME:U2#WC:U8#None") api.Data.FormulaVariables.SetDataBufferVariable("NET_INCOME_WC" , netincomeWCDataBuffer , False) Dim netincomeUSDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#NET_INCOME:U2#US:U8#NONE") api.Data.FormulaVariables.SetDataBufferVariable("NET_INCOME_US" , netincomeUSData

Hi, A question that come back rather often is how to retrieve in a "user friendly" format the workflow an entity is assigned to. You can find hereunder a dynamiccalc you can assign to an UD8 in order to retrieve that information. Hope this helps. Kind regards,   Aymar 'This dynamiccalc member will show the workflow profile of the Entity as an Annotation 'User need to have access to the CubeRoot workflow profile Info If api.View.IsAnnotationType() Then Dim sourceSQL As New Text.StringBuilder Dim returnedText As New Text.StringBuilder Dim wfCubeRootInfo As WorkflowCubeRootInfo = TryCast(BRApi.Workflow.Metadata.GetCubeRootInfo(si, BRApi.Workflow.General.GetWorkflowUnitPk(si).ProfileKey, False),WorkflowCubeRootInfo) If Not wfCubeRootInfo Is Nothing Then sourceSQL.Append("SELECT [EntityMemberID]") sourceSQL.AppendLine(",[ProfileName]") sourceSQL.AppendLine("FROM [WorkflowProfileEntities]") sourceSQL.AppendLine("INNER Join [WorkflowProfileHierarchy] On [WorkflowPro

Hello all - Looking to capture the actual # of rows inserted into the StageSourceData, NOT just the # of rows that the api.Parser.ProcessDataTable(si, dt, True, api.ProcessInfo) command tries to insert. For example, there are cases where rows are filtered out (not inserted) due to Zero Suppression, non numeric characters, etc...that are reported in the processing log, but don't actually make it into the StageSourceData table.  Looking for the # of rows that actually make into StageSourceData.  Obviously, this can be querying by doing a count on that table with the proper wfk and wtk, but wondering if there is an API call that will tell me the same information that's in the processing log.  In the case below, I would want the lines valid, not the lines read (which is already available in the API) ----------- Line Counts -----------Lines Read ........................ 42625 Lines Valid ....................... 42000

I created a USD Override form, however the translated value and the override value are both getting to the Top member. I was expected the override value to be getting to Top.  Here is the formula for USD Override Input in the Flow dimension:   And the difference in POV between the translated and override for account 399500: Here is the formula for A#399500/settings:

Hi all, We have a requirement, where in a datasource, we load revenue for the year. This is for the budget, and the workflow is a yearly workflow. The file is on the customer/contract level and include the payment terms, which is the term in which the customer will pay. For the cash forecast, we want to leverage this to calculate when the cash is coming in related to the revenue. What we want to do, is to create a derivative rule to create an additional payment entry in the upload, with a different time period based on the payment term. However, I am not able to change the time period in a derivative rule. Is this something that is not possible or is there a way to do this? The PAYMEMT record is generated, but the time is not adjusted. This is the syntax for the final derivative rule I am using: T#[*]=2024M12:A#[EXT_PRICE]=PAYMENT So the record is created, but the time is not adjusted unfortunately. With kind regards, Tim  

Hi team! We are trying to connect Result Table obtained from the Method query (WorkflowAndEntityStatus) in Data Adapter with another table, preferably SQL table. We expect that it is possible to be done via Dashboard Data Set business rules however we are not sure if the join is possible. Has anybody tried to join this two dataset types?  Thanks!  

How can I format this cube view to not display column names after it's been identified once? I want to retain the first instance of the Consolidation member, Local and Elimination (in red) but not have to see it more than once (in purple).

How can I visualize the Intercompany Matching via Workflow. I tried looking in the app but nothing appears. Or how to do  the process for an   Intercompany Elimination. 

Power BI is Not Excel 😊 Microsoft Power BI vs. Excel: A Hilariously Technical Showdown Purpose and Functionality: Think of Microsoft Power BI as the flashy superhero of the data world, designed to turn boring numbers into eye-popping, interactive dashboards and reports. It’s the show-off cousin who just got a sports car. Conversely, Excel is the dependable, slightly nerdy sibling who’s been around forever, excelling (pun intended) at data entry, analysis, and complex calculations. The trusty old sedan has seen it all and done it all. Data Handling: Power BI is like a data-hungry beast that devours vast amounts of information from various sources – clouds, databases, and even the web's dark corners. It’s all about real-time munching and crunching. Excel? Well, it's the meticulous librarian of data, handling large datasets with care but getting frazzled if you dump a truckload of info on it simultaneously. It’s great for detailed work, but it prefers its data to be served in manageable

Has anyone else experienced flat file data loads "unloading" and reverting back to the Validation step, seemingly on their own?  It has happened in all of our applications, and I can't find any correlation or consistent reason why this is happening. I'll open the workflow and it looks like this: And I have to reload it again:  

Had a quick question, is there a way to set up email notifications to Supervisor's for journal entry approvals, when a work flow is ready to certify or when RCM is ready to certify.   I have read some other posts but I have not seen this process exactly or if it can be done.  If it cant be done will it be coming with a future release?    Thanks!

Hi All, We've recently encountered a problem whereby a OneStream journal entry booked in local currency at year end 2023 is not reflecting correctly in 2024. In the example provided below you'll see that the local currency amount has rolled forward correctly, however this is then not being translated to our reporting currency (USD). We've tried looking through the BR on the flow dimensions but haven't been able to identify the source of the problem. Any help here would be greatly appreciated! Thanks,