OneStream Platform Forums

Hello, I was wondering if it's possible to have a formulas name changed based on what entity it is on? Currently I have a formula that adds up the intercos of a specific account but when I overwrite the name I cannot get it to show what entity it belongs to. I've tried a couple of variables such as |CVEntityDesc|, |POVEntityDesc| and |MFEntiyDesc| and all of them seem to just pull the WF profile I've currently selected. This is what I was able to do in our Financial Reporting Software that I could make it recall the outer member to produce the name dynamically Thanks, Will  

Good day  I was wondering via format or conditional formatting how can we get the value shown on the cell to be absolute? Regards

Hi, When we load two siblings where the Load Overlapping Siblings is set to True. How does the system know what Accounts to clear from Day 1 loads to Day 2 loads. For example, Day 1: Sibling 1 Loads Act A for $10... Sibling 2 Loads Act A & B for $10 Dav 2: Sibling 1 .. No Change.... Sibling 2 Loads Act A only (Replace) for $10 ... How does it know to clear Act B Nothing has been setup regarding Channels for Accounts? Thanks  

Hi, I'm currently setting FxRates via BR using below snippet: objFxRatePk = new FxRatePkUsingNames(osFxRateType, osFxRateDate, sourceCurrency, targetCurrency); objFxRate = new FxRateUsingNames(objFxRatePk, decimal.Parse(rate), true, false); objFxRateList.Add(objFxRate); // <removed for brevity) BRApi.Finance.Data.SetFxRate(si, item); // <snip> BRApi.Finance.Data.LockFxRate(si, rateType, currentMonth); It works fine but when a new source currency is added, it doesn't show up in Application/FX Rates table. *** EDIT - realized I didn't phrase this very well *** Am I missing a step somewhere? Am I missing a step somewhere to automate this? Or is it not possible?

For context, we have a button on a dashboard that triggers a function held in the workspace assemblies (specifically as Dashboard Extender).  That function starts a data management sequence.  When the user presses the button OS just stops.  You can't check status, you can't navigate anywhere else in the instance.  The button remains depressed seizing hold of your instance until the DM sequence is complete. The issue is this sequence takes up to 30 minutes to complete.  You can open a new instance and move on, but that is highly inconvenient.  Is there a way to set it up in the assembly dashboard extender that the DM sequence runs as a background job, and the button doesn't need to stay active until complete? Thanks,

Trying to write transformation rules for a delimited TB file and Onestream does not recognize the "dot"/bullet point character. Makes it impossible to do a transformation profile load/extract to load mapping data, as when I load the transformation profile via load/extract the bullet points come through fine. But when the actual TB file is loaded to the workflow, the bullet points are not recognized. Thoughts?    

Hello, I'm creating a cube view and I created a U8 that looks at Entity text 5. Using the following formula. Dim cfoHelper As New OneStream.BusinessRule.Finance.CFO_FormulaHelper.MainClass Return cfoHelper.GetMember("Entity","Text5", api, si) I've added it to the my CV but it only gives me the text 5 for the entity and not the IC, in which I need it to be. Since IC and Entity go together, is there a way to have it read the IC value for text  5 which is my Level 2 filter? Entity is the level 1 filter and I need to pull all base level entities and the IC entity it has done business with a particular account. So the final column shouldn't all say "CTB" since that's the text associated with the USA entity. I need to it read what text 5 says for the IC member in the level 2 filter. Thanks, Will

I can extract data by using SQL in the System and Application Tables, but I don't know how to extract the Data from the System Tab -> Logging -> Logon Activity, Task Activity or Error Log.  If I choose right click and export, then I just get the current screen. Thanks in advance of any help / suggestions. Tom

Does anyone know if the local SIC gateway supports JDBC data sources (SIC Version number if appropriate) and if not is there are workaround for this ?

I have composite rules for my accounts involving 3 dimensions, but when validating the load, if there are missing intersections it would not show me the combination of the 3 dimensions but only one.  is there a way to see the intersection missing involving the 3 dimension?   for example for the following first line  when i double click it to see the source intersection i find out there are many  so my question is if there is a practical way to see all the missing mappings at once?

I tried using this function to pull the account description but keep getting an error.  I'm sure because I am using the wrong fields.  I looked for samples but can't find any.  XFGetMemberInfoThis function retrieves the description in the system.  Each Parameter needs to be defined.XFGetMemberInfo(MemberInfoType, DimTypeName, MemberName, NameorDesc, NameandDesc)

We currently have our 'User Inactivity Timeout' setting to 30 minutes. We have users that are being 'timed out' in the excel add-in before that time threshold.  Question- What constitutes an 'action' for HSGET formulas or Quick Views that would reset the 30 minute timeout? - Refreshing a sheet with no change in Metadata selections? - Refreshing a sheet with just HSGET formulas? Thank you!

I am trying to write a parser business rule to give the portion of a string that begins with US and the 6 characters after from a data source. For example, the imported line reads "mmmmmmmmmUSxxxxxxmmmmmmm" and I want to parse out USxxxxxx to which is mapped in the transformation rules.  I also need it to be dynamic because the line will not always be in the same character place.  It could also be "mmmmmUSxxxxxxmmm" or anywhere else within the text.  I have tried using the rule below but it is not bringing back any values.  The import is reflecting "blank."   Dim sText As String = args.Value Dim result As String = "" If sText.Contains("US") Then      result = sText.Substring(sText.IndexOf("US"),8) End If Return result  

Is there a way to extract data from a cubeview with the OneStream REST API?  I've tried using the "DataProvider/GetAdoDataSetForCubeViewCommand?api-version=5.2.0" endpoint from the doc via Python - howeverwhen I try to print the result from the response, it doesn't contain data, only metadata ( i.e 'Title', 'HeaderLeftLabel1' etc as seen in the screenshot below)     Im trying to see the numerical values within the cells. Can this be done ?

Hi,  I've been offline during few weeks without using OneStream on my localhost application, and now, when I try to connect to my localhost again, I can't login:  Of course, I don't change my password during these weeks. How can I reset my password? Or anyone had the same issue?  Thanks in advance for any tip.  Regards, Eduardo

Hi, I am trying to achieve variance and change sign flip using UD8 member and based on account type however it is working for some accounts and not for all types of accounts. If someone handles the situation thru UD8 member, please share your experience or thoughts here. Thank you.  Here is the quick code snipped what I am using.  Dim acctType As String = api.Account.GetAccountType(api.Pov.Account.MemberId).NameIf api.cons.IsLocalCurrencyForEntity And acctType.XFEqualsIgnoreCase("Asset") Then  api.data.Calculate("UD8#MonthlyVariance=RemoveZeros((U8#None:T#Pov-U8#None:T#PovPrior1))")Else If api.cons.IsLocalCurrencyForEntity And acctType.XFEqualsIgnoreCase("Liability") Then  api.data.Calculate("UD8#MonthlyVariance=RemoveZeros((U8#None:T#Pov-U8#None:T#PovPrior1)*(-1))")End If 

I am new with OneStream. I need to have the Onestream to connect with our SAP ERP system. The instruction told me to download the following dll and install in Local gateway server. I only find ERPConnectStandard20.dll in solution market not the other dlls. Please help. ERPConnectStandard20.dllNOTE:See Solution Exchange to download. lsapnwrfc.dllicuuc57.dlllicudt57.dllicuin57.dll I also want to make sure these dlls are placed in local gateway server not Onestream app server. Please advise  

I am developing a member formula which uses Percent Of Ownership in calculation. I am using the following to get Percent of Ownership: Dim pOwn As Decimal = api.Entity.PercentOwnership(entityID, parentID) In the context of this calculation I have parentID but I only have a name for the entity. How can I get the Member ID from the Member Name? Additional question: what will the code above return if there is NO parent/child relationship between parentID and entityID? "0"? Thanks in advance. Yan  

Does anyone know if its possible to reset parameter selections, like the button does below, via a business rule?  

We have thousands of IDs in our PLP register. Let's say ten of them are named Aaron. I can sort the register on the FirstName to see all of the Aarons on the first page. If I apply a filter to the column to only show people named Aaron, all ten of the Aarons display. However, if I sort the register by last name, for example, and filter on Aaron in the FirstName column, zero show up. If move to a page that has, say, one or two of the Aarons, then filtering on Aaron will return just those. The column doesn't use a parameter but even columns that do use parameters behave the same way. The filtering for all of the fields is effectively broken. Is there some new system-wide setting I should know about? Is there a workaround? Or, am I just enjoying a very strange bug?

Hi all, I am baffled as to why I am unable to retrieve the Text2 ( or 3 or 4 ) attribute value in a workflow profile. I use the following code to get the Text1 value : Dim wfClusterPK As WorkflowUnitClusterPk = si.WorkflowClusterPk Dim wfScenarioTypeID As Integer = BRApi.Workflow.General.GetScenarioTypeId(si, wfClusterPK) Dim sVarStep2 As String =BRApi.Workflow.Metadata.GetParent(si,args.SubstVarSourceInfo.WorkflowUnitInfo.ProfileName).GetAttributeValue(wfScenarioTypeID, 18000) However, if I substitute 20000, 22000 or 24000 as the attribute it will not apply this in the business rule. I have checked the database tables and the values are there with those attribute values and the scenarioTypeId is set to 0 for Actual. Here is the database filter, so the value are there, but why even I hard code the scenariotype as 0 will it not retrieve these values for me. At present, am only just trying to get them to show in the error log. I am running the cubeview from the workflow profile, previou

Hi All Does anyone know if you can get the current member name in a Member Formula? As an example, I have the UD8 member UD8 AverageRate_Budget - I want that information without manually adding a variable. I have a lot of members whose member names contain all the information for their value. It would save me a lot of time if I had one script that I could copy to all the members without editing them to update the member name. The members are DynamicCalc if that makes a difference. I have tried args.DataCellArgs.FunctionName and args.CustomCalculateArgs.FunctionName but they both raise an error. Thanks Marcus

Hi to the OneStream Comunity.  Im having some issues since the IT outage that happened a weeks ago.  In this case I  have been using the a ODBC connector to pull from  Netsuite a  failry simple query to pull the Trail balalnce for all accounts. This since July 19th going foward is failing giving me this error: Summary: Unable to execute Business Rule 'SQL_NetSuite_TB'. Smart Integration Connector remote query failed. One or more errors occurred. (A task was canceled.)One or more errors occurred. (A task was canceled.)A task was canceled. Im assuming is a time out issues in the Netsuite side. Still working with them to figure out. To those that have a netsuite connection via ODBC and SIC, are you having trouble from the last two weeks? Out of quriosity, how many rows are you importing? How long is taking the load step? Thanks in advance for your reply.        

Hello,I'm looking for a function to put in a extensibility rule that will be handled via a data management sequence to execute an automatic import in a workflow that uses a connector datasource:   This function : Dim batchInfo As WorkflowBatchFileCollection = BRApi.Utilities.ExecuteFileHarvestBatch(si, fixedScenario, systemTime, valTransform, valIntersect, loadCube, processCube, confirm, autoCertify, False) executes the harvest file, in my case i want it to execute the connector businessruleDoes anyone know how to do this? your help is much appreciated.thank you   

We have a job that leverages the Global Time and Scenario to copy Actuals over into our Fcst Scenario.  My question is around the ability of a BR to change data in a certified scenario.  From what we are finding, even if we certify the Fcst Scenario, when the rule runs and the Global period has not changed, the BR copies/updates the Fcst period with Actuals.  Part of the problem is that sometimes we have to move the period forward for our operational folks while we are still working on Fcst so the Global Fcst scenario stays the same but the period get moved.  This then creates a situation where our DM jobs update the current period (Import Origin) with $$ which throws off our Fcst. My question is:  Is there a systematic way to prevent this or do I need to add logic in my BR to check the status of something (note: this copy is not tied to any WF's, just a general copy this to that). Goal is that once we certify our Fcst WF's (Entities are tied to these WF's), no