OneStream Platform Forums

Hello, You can add a sample file in OS for a delimited or fixed data source type.I cannot find where to find it in OS database in base64. I had a look at the [ParserLayouts] table, but i can now find anything more...Do you know where it is hiding?Thanks

Under Calculation Definitions, there are options to run a task for either Loaded entities or Assigned entities. 1.  I am assuming that loaded entities stops to filter through only those entities that are part of the data load?  Am I correct in this assumption?  I saw nothing explicit in the documentation to that effect, but maybe I wasn't looking in the right place. 2.  Has anyone ever tested to see what the performance impact of using loaded entities might be?  Up to this point, I have only ever seen assigned entities in a workflow.  

Hi OneStream Community, I hope you are all doing well. I am currently working on a project where I need to create a dropdown in a specific cell within the OneStream SQL Editor, and the values for this dropdown should be dynamically based on the value of another input parameter. Here's the situation: The SQL Editor only accepts delimited list parameters. I need to dynamically populate this delimited list parameter based on the value selected in another input parameter. For example, if the user selects a country from the first parameter, the second parameter (the dropdown) should display a list of cities from that selected country. I am struggling to find a way to dynamically feed a delimited list parameter based on the value of another input parameter. Could someone please guide me on how to achieve this? Any help, examples, or pointers to relevant documentation would be greatly appreciated. Thank you in advance for your assistance!

Dear OneStream Experts: Thank you so much for the great help in the past. I am converting one Hyperion Planning application to OneStream application and would like to know how to use if statement to check calculation flag. For example: I have 3 dimensions Account dimension has the following 3 members Sales Rebate Rebate_Flag UD1 - Product Dimension has many Members TOTAL_Product  Parent member with children(Product_1,Product_2,Product_3,,,,,,Product_N). No_Product UD2 - Country of Sale Dimension has one parent member ALL_Country and 2 children members ALL_Country   USA   Canada In Hyperion application, I have Rebate_Flag->USA->No_Product =1 Rebate_Flag->Canada->No_Product =2 I want to calculate Rebate only when Rebate_Flag=1. In OneStream, I want to do api.Data.Calculation("A#Rebate=A#Sales * 0.10", "UD1#Total_Product.base",true) But how to I apply the if logic. In Hyperion, I can do Fix(@Relative("All_Country",0),@Relative("TOTAL_Product",0)) If("Rebate_Flag

Hi, I have a member with 2 stored items formulas, one on default time and one on 2021. If I am in 2024, which one apply? Thank you  

Hi, does anyone have any idea on the functionality of 'Revert to Default Scenario' setting for a scenario type in the member formula? Apparently, when a calc is written in the default scenario, it gets executed for ALL scenario types regardless of whether the revert to default scenario setting is set to True or False. Any help/lead about the use of this setting is appreciated. Thanks!   JackLacava   

Hello, Wondering if anyone knows how to have the same Style (Primary, Upper, row/column header, data Styles) as Excel in OS Spreadsheet tool. We have defined in Excel a new custom Primary Style which is visible in the Excel QuickView Settings (under 'Excel Styles)...but it is not visible in OS Spreadsheet tool. Thanks, Regards, Harry  

We are on V8.2.2 Cloud and we need to change the Zip File Protection settings. ManageSystemConfiguration is enabled so we can change the settings. The Installation and Configuration guide mentions Zip File Protection settings after Task Activity. Task Activity is there but no Zip File Protection section: Anyone know where they are or do I have raise a ticket with support? Thanks    

Hi All, We are implementing some updates to the security model in our application, and we are coming across some unfamiliar territory, so we're looking for some input. We are using OneStream version 7.2.4. We are trying to prevent the user from seeing data for certain Flow members based on information in the Text1 value of the Flow member. Because we don't want the user to be able to see the data for certain Flow members, we decided to use Data Access Security on the cube, with the idea being that if the user tried to access data they weren't supposed to see, it would return "No Access" in the cell. However, the Text1 values for the Flow members vary based on the scenario and time, so we aren't able to use a simple member expansion formula in the Data Access Member Filter, like F#ParentMember.Base.Where(Text1 Contains 'Valid'). We couldn't get XFBRs to work either, leading us to use a Member List BR. We determined that we can get the Data Access security to call the Member List BR... b

Hi, we see some of our automated tasks cancelled by the system (e.g. task status = Cancelled by System in task activity) every now and again, and don't really understand why this occurs. Can someone shed some light on why this happens and how to prevent it?Thanks!Alex

Hi, I have a requirement to export 2 files and then merge it into single file. While the export can be done via OOTB DM step, I wonder if we have any api or default function which can be used to merge the 2 exported files?

Hello, I created some vertical stack panel dashboards but when I run them, they all open on the bottom. Is there something I'm missing on why they're not opening to show the first component I've put in? Thanks, Will

Hi - I am currently working on a dashboard that leverages a data adapter to an external database to fetch detailed GL transactions (similar to drillback functionality) and return them in a BI Viewer table within a dashboard.  The SQL statement currently works as intended for when referencing a single, base member account and comparing to a bound account parameter a la: WHERE   sql_data_account = '|OSAccountParameter|' I'd like to modify this so that records are returned for all base members of an account a la: WHERE   sql_data_account IN '|OSAccountParameter|.base' However, I can't get anything similar to the above to work.  I assume it's because '|OSAccountParameter|.base' gets read a string literal.  Any ideas on how I can reference a list of base member given an account provided by a parameter in SQL? Any help will be greatly appreciated!

Hello, We've a requirement where based on certain condition, data source record needs to go to two or more targets. For example, we've expense amount in source data that needs to be go to different SG&A Category (like R&D, Marketing, etc) based on percentages. and these %s are different for different account. we've not used derivative or lookup transformation yet but it seems it can be achieved. i was going through the documentation but it is not very clear. Pls let me know if we're thinking in right direction or if you can help with some sample, would be really helpful    

Hello OneStream Expert: We are going to to convert one Hyperion Planning application to OneStream Application. In Hyperion application we have SmartList type of Datatype, for example we have an Account Member call  Display_Flag 1, Yes 2. No In web form, it will display Yes or No and data will be saved to Essbase as 1 or 2. But I cannot find the SmartList type of Datatype in OneStream for me to display Yes or No in the Cubeview. I wonder what kind of solution can be applied. Thank you in advance.

Good Day All: What table would contain the intercompany rule profile.  I see source value and target value in the grid.  But I want to see all mapping. On target value, I just see entity name, how do I confirm accounts (A#)? Thanks, Steve P.

how can I solve this problem?   

Hello Community, I am encountering an issue with a Data Management Sequence consisting of four steps. The first step is not executing as expected. If anyone has insights into potential causes, I would greatly appreciate your assistance. Details of the sequence are as follows: The first step is dependent on the successful completion of the second step. The first step involves executing a Business Rule (BR) that includes an Extensibility Rule. The remaining three steps are custom calculations utilizing the Finance rule type.When I run the sequence after running the 1st step separately, it is working fine. But the issue is When i try to run the Sequence which is having all 4 steps it is not working fine  Thank you in advance for your help.

Hi all, I am importing an international TB from one of our affiliates, and there are local stat accounts included in their submission. I do not want these to be factored in the US GAAP TB file.  They start with 9998*, so I tried a rule to report them as "0" instead. However, I really don't want rows of 0's. Is this something anyone has encountered before, and if so, could you assist me?  Thank you!

Rules TIP  - ONLY write / use Rules when necessary. OneStream projects should not be a contest to see who is better at writing complex rules. If you must write rules please remember: Unless specified, the calculation will run on Base Entities AND each Parent Entity. Use these lines almost always in your rules. For Base entities only use: If Not api.entity.HasChildren Then For Parent entities only use: If api.entity.HasChildren Then For ALL entities: api.Data.Calculate(“A#Account1 = A#Account2”) There are up to 6 calculation operations in the Consolidation process per Entity. Conditional statements can be added to formulas to limit which Consolidation calculation processes will do something for this formula. For Local currency only: If Api.Cons.IsLocalCurrencyforEntity Then For Translated currency only: If api.Cons.IsForeignCurrencyForEntity Then For Parent-Child Relationship levels

I'm trying to better understand the best process for moving large Dev dimension changes from to Prod.  I've extracted my Dev and Prod Metadata and have it in the Dimension Comparision utility.  Now I know my differences which I have changes in Prod that aren't in my Dev and of course vice-versa.   I'm looking for feedback, do you edit the xml file or make some changes in Dimension portion of Onestream and re-extract.  The best practices process is what is stumping me or is the answer "it depends"

How can I edit my GLOBAL POV?  

Hi - I am working on a BI Viewer dashboard and need some help with hyperlink formatting.  I am using a SQL data adapter to an external database which amongst other things, is fetching an internet URL which we are trying to display as a hyperlink with alternative text.  Ideally we'd be able to display text from an alternate line item but I'd settle for something static (i.e. "link").  Thus far I haven't found a way to display anything other than the link text itself and couldn't find anything in the documentation that references the "hyperlink" option under "Data Items / Column Options". Example of current output: Any help would be greatly appreciated!

How can I view more than one plug accounts when doing a report in Intercompamy Matching? Or I can only use one plug account.  

We are implementing a consolidation solution where customer will need the ability to analyze data by each Project. Currently they have 12000 projects, and the list grows every year/month. Some Projects may deprecate however we need to retain them to maintain history. Is it advisable to setup 12000 Project members in the cube considering the potential to grow every month? Appreciate any advice to solve this requirement.