OneStream Platform Forums

We have a TransformationEventHandler that adds missing members that is kicked off by the  Select Case args.OperationName Case Is = BREventOperationType.Transformation.ParseAndTrans.ProcessTransformationRules 'Suspense Invalid Members If suspenseInvalid Then Me.XFR_HandleProcessTransRules_SuspenseInvalid(si, globals, api, args) 'Create Invalid Members If createInvalid Then Me.XFR_HandleProcessTransRules_SuspenseInvalid(si, globals, api, args) End Select Our security profile assigns different groups to each workflow's execution group. This prevents users in one entity from seeing or executing workflows for another entity. When a user in an execution group tries to import or retransform data, they get the following error: Unable to execute Business Rule 'TransformationEventHandler'. Security Access Error. User is not authorized to access workflow profile. We can avoid this error by setting the ManageWorkflowProfile security role to the same group

Hello,I have a dashboard on a workflow and the profile name is Workspace, Certify. I would like to be able to batch certify this node but I cannot because I believe the system is expecting me to manually Complete the Workspace first. Does anyone know if it is possible to either auto complete the dashboard workspace or not have to complete the workspace.I am able to batch certify once all of the node have been manually completed. Thanks!Laura

Hi All -  I have a requirement to automate the data load from ERP to OS every couple of hours and it is an On-Prem ERP.  My below is my approach. 1. I was able to integrate the ERP to OS using the Smart Integration Connector. - Completed.2. I am thinking that If I can Invoke the connector rule in the extender rule then I can schedule using the DM. Does that work ? Can I call the Connector rule ? if not any other approach available ?Please Suggest.Thanks. 

We’re looking for some kind of way to reference dates in the transaction matching custom filter. For instance I need to be able to reference an attribute (like A9 = ‘ABC’) and also only pull items for D1 = yesterday and then pull another attribute (like A9 = ‘XYZ’) and also only pull items for D1 = two days ago. So the filter would look something like: (A9 = ‘ABC’ and D1 = yesterday) or (A9 = ‘XYZ’ and D1 = two days ago)

I am trying to get prior year actuals in the same column as current year actuals.  The code i am using in the CV is above.  This result pulling back in YTD prior year but I want monthly value for prior year.  

Hi All, Can someone explain to me how the StageLoadToFinanceResult table could be empty?  It's my understanding this table gets populated after each load and it's what OS uses to determine what to clear out prior to reloading data from the same workflow.  I am looking at an application with no data in this table which is baffling to me even after performing a load.  Can someone provide an obvious answer to this....perhaps I am not thinking of something obvious. Thx,Mike

Hello all, I'm repeatedly seeing a warning about "A virtual machine in your environment has maintained allocated memory over 85 percent full for the last 12 hours".  In your experience, what's the best way to chase down the root cause or contributing factors to alleviate this?

Hi,  Is there anyone who succeded copying attachment files one period to another period ? There is a getdataattachment function, however I don´t see setdataattachment.  Thanks in advance  Buket

I have a number of column definitions that will use the same Row Range in the Row Overrides.  I would like to use a parameter or XFBR for this, but neither seem to work for this specific field in the Row Overrides. i.e. I can only specify row names. Below is an example of what I am trying to do. Has anyone accomplished this?  

Thought I would share this from one of our Distinguished Architects: Although uncommon, but occasionally happens: Someone closed the workflows! This usually happens during or just after end user training. You’re probably wondering ‘how do people do this when it’s not something we show them?’. Your guess is as good as mine especially since a dialog box opens to ask them if they’re sure they want to close the workflows. So then the next questions are: How do I re-open them? Who closed them? Can I prevent it from happening in the future?   Answers: Go to the top workflow for the scenario and year that was closed and you should see Open WF (step 3).         To find out who closed the WF, you select the cube root WF in OnePlace for the specific scenario and year that was closed. Then in the right window, right click and click Audit (your menu might be slightly different from mine).         In the pop up window, expand Manage Workflow

Hello, I am working on a client that already had OneStream implemented.  I am now tasked with introducing additional functionality.  I am experiencing an issue I have not seen before.  When I am in the dimensions page, searching a dimension using the binocular function.  I can search the name and see all of the names pop up in a window.  I then am able to select one and when I click View in Hierarchy the wheel spins and spins, never taking me to the location of that member.  I did notice if I do those steps and the wheel starts spinning and I immediately close OneStream down and go back into the dimensions it opens up with that member I was searching showing on the screen.  So in this case it is faster for me to perform the search, exit, log back in and see the result.  Has anyone else experienced this?  And I have worked with clients that have much larger dimensions than the one I am searching on and have not experienced this. Thanks in adv

We are trying to create an advanced chart using a secondary y axis and are running into issues.  We referenced https://community.onestreamsoftware.com/t5/Implementation-Q-A-Archive/Question-In-Advanced-Chart-component-of-a-Dashboard-can-you-show/ta-p/1551 blog which explains how to code the business rule.  However, there is no place within the chart to reference the cubeview and when we run the dashboard, we get an error message stating the data adapter type does not match the chart type.  Any solutions or if there's any document we can refer to which would show end to end flow around the cubeview, data adapter, business rule, and chart?  Below are screenshots of our data adapter, chart, and dashboard error.  

Hi everyone! I'm currently building a linked cube view that will inherit the Entity and IC members from the original cube view from which it is called. The IC member, though, will need to go through a transformation (remove the last 3 digits) so I created a XFBR rule to do so. For example, if the Entity member will be 1010TRW, the IC will be 1010. I tried to call the XFBR rule in the POV but when I launch it it returns the following error: "Index and length must refer to a location within the string."   Am I missing something? Below you can find a screenshot of the POV of the linked CV Thank you in advance!

Is there any documentation available on standalone cube vs extensible cube? it can be pros/cons or functionality differences like data transfers

Can somedody help me on how to connect the golf database to OneStream 

Hi  I create OneStream parameters for the fields that I want to bring in from OneStream into an extensible document in order not to mess up the formatting of the document as the formula is very long to pull the data into OneStream.  Now I want to create a parameter that uses a business rule to check if the amounts for one line of the two year's  income statement (This year and last year) lines are both positive, then put "Profit" in the text of the account or "Profit/Loss" if the one amount is positive and the other is negative or "Loss" if both amounts are negative.   How do i do that ?     

Hi Everyone. How do I add an entity to this section of a workflow profile?  

Is there a way to report on translation status like the way we have it for consolidation status- calcstatus? what would be the pov in this case?

Is there any known way to prevent a user from utilizing XFSet in Excel?

How can I change the Row name on a cube view so it populates differently in my dashboard? Example in CV is "ESG Total", on the dashboard is "Total ESG"  but want the dashboard to say "Environmental Social and Governance Total" cube view: dashboard      

Hello, I am a new OneStream admin and I was wondering if it was possible to set up a business rule that would send an email to recipients when someone has processed a cube. The end goal would be to alert the team that changes have been made the the financials.   Thanks!

Hi All, how to copy application in OneStream from front end as well as from DB side if any have performed these tasks kindly navigate the steps please.

Hello,  Need some help to introduce an extra header on top of the Dimension header that shows up on the cubeview. I can get the count and the $ but am not sure of how to introduce the Operating Plan.  Any help would be appreciated. Thank You, Indu

Hi OS Community, I am just wondering if any of you had a chance to build dynamic member list or some similar functionality which allows you to have a specified member list which will be used in a parameter (XFBR). I am having trouble to achieve that... What I created is parameter supported by simple business rule which also use information coming from another parameter. This is working well but only if second parameter which i am using is not part of POV parameters. Looks like I can not use parameter inside used parameter. where this second is also used in CubeView POV... Let me try to describe you on example what is my problem, maybe some of you will be able to help.  What i would like to achieve is to have some connection between entity selected in the cubeview POV and UD1 list of members which then will be presented as a list of members to choose inside parameter and CubeView POV. Example: I have a CubeView with POV where parameters are used for below dimensions :EntityUD1UD2UD