OneStream Platform Forums

Hi All, i am new to OneStream, i tried creating BR for Security automation. below is my entire code in OS-BR. Imports SystemImports System.Collections.GenericImports System.DataImports System.Data.CommonImports System.GlobalizationImports System.IOImports System.LinqImports Microsoft.VisualBasicImports OneStream.Finance.DatabaseImports OneStream.Finance.EngineImports OneStream.Shared.CommonImports OneStream.Shared.DatabaseImports OneStream.Shared.EngineImports OneStream.Shared.WcfImports OneStream.Stage.DatabaseImports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Finance.BR_UserManagement    Public Class SecurityGroupHelper         Public Sub ShowQAGroups(ByVal si As SessionInfo, ByVal api As FinanceRulesApi)            Try                ' Get all security groups using the API passed to the function                Dim allGroups As Group

I am trying to get top N (top 10) customers by revenue account in my cubeview. For this i re-purposed the snippet finance code for List Ranked to this: Namespace OneStream.BusinessRule.Finance.Ranked_list Public Class MainClass     Public Function Main(        ByVal si As SessionInfo,        ByVal globals As BRGlobals,        ByVal api As FinanceRulesApi,        ByVal args As FinanceRulesArgs    ) As Object         Try            Select Case api.FunctionType                 Case FinanceFunctionType.MemberListHeaders                    Return New List(Of MemberListHeader) From {                        New MemberListHeader("Ranked")                 

I am testing out drill functionalities in Genesis and found this "Open in New Tab" being grey out.  I checked the cv in the page and am unable to find any config in this cv that relates to this.  How do I make this option active for use?  it will be really useful to see the drill results in another tab so that it can be view side by side with the original dashboard.  

Hi Everyone! I am adding a CV to an extensible document via an image, but OS cuts the CV and does not show it entirely no matter how small I make it. Anyone knows how to solve this?Thank!! 

Good morning OneStream folks.  I was looking for an example of how to dynamically pull the FX rate for an entity based on its current parent.  We currently have a DynamicCalc account that assumes that all parents are USD and therefore the rate returned by the account is the USD translation rate.  For example, the child is GBP and has a CAD parent, but the formula returns GBP-->USD. I was able to get a DynamicCalc formula that works, but I have to make some additions in my QuickView or CubeView to get it work completely.   The account I created in this case is called ParentFX and the logic is below: In order to get the ParentFX account to return the correct value, I have to write my quickview logic as:  A#ParentFX:C#Translated:Name(Parent FX).  Which is fine, but I would also like to use that combo in a getdatacell calculation, and OneStream doesn't seem to like that.  I'd like to be able to pull the A#ParentFX account with it using the Entity

Currently I get the following error when trying to make a data source from an Excel sheet:   As I have tried to narrow the information down due to endless error messages the file looks like this   My question is: Where do I find a description of how to set up a data adapter in Genesis to an Excel sheet.    

I'm trying to create a drill down in a BI Viewer dashboard using only a data set return.  I can add a column (in this case "category") to both the Dimensions and Measures area.  I then enable the drill down under Data > Drill Down, however, once the drill down is active, the Category column is hidden on the output and won't show until you drill into a row.  I want to ability to drill into a row, but a user needs to see the Category column first before drilling. Is there a way for me to drill into a dataset without using "hidden" dimensions and measures for a column?  Also - what is the difference between "Dimension" and "Measure"?  Thanks!   

Below is the screenshot from the genesis guide.  I cannot find this link in Genesis collection in solution exchange.Does this means I need to download/upload each type of content block ONE BY ONE? 

This one is for all you Encyclopedia Brown fans out there.  Like many companies, we have a cash flow cube view.  We've recently added two balance sheet accounts to one of the lines in it, but the values in those accounts do not show up.  Here is the code for the member formula for the Debt Payments cash flow line: If (Not api.Entity.HasChildren()) Then api.data.calculate("A#CF_DebtPymts:F#CF_ACTIVITY:I#None:O#Import = A#DebtCur:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Debt_LT:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Cur_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#LT_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top") End If The last two accounts, Cur_equip_fin_liabs and LT_equip_fin_liabs are not pulling into the value for Debt Payments even though I've proven via a QuickView that the

Hi OneStream Community,I had a question regarding extracting dimension metadata and properties from OneStream.Currently, when we go to the Dimension Library, apply member filters in the grid view, and then right-click and export to CSV, we can download file containing the metadata along with its properties.I’m trying to find out if there is a way to automate this instead of doing it manually.Ideally, I would like to extract the same information (based on member filters or a specific hierarchy) through something like a Dashboard, Data Management step, or Business Rule, so the export can be automated.Has anyone implemented something similar or know of an approach to achieve this?

Can someone check if there's any mistake in the below 2 lines. I am unable to execute the BR  Dim sourceBuff As DataBufferDim srcED As String = args.CustomCalculateArgs.NameValuePairs("sourceEffectiveDate")Dim selectedScenario = args.CustomCalculateArgs.NameValuePairs("selectedScenario")Dim dmTime = api.Pov.Time.NameDim account = args.CustomCalculateArgs.NameValuePairs("account") sourceBuff = api.Data.GetDataBufferUsingFormula($"FilterMembers(T#{dmTime}:S#{selectedScenario}:U4#Approved_Status:U6#Total_Audit:U7#{srcED}, [A#{account}.Base])")  

Hi everyone,Does anyone know if there is a way to encrypt tables in the Application DB? if yes, how?Thank you for the help!

Hi, For the folks that already did the upgrade from v8 to v9, how was the process and timeline.  Not looking for detailed steps but high level.  Thank you in advance, Praveen

In our first workflow step, we set the value of a literal parm using dashboard extender and then in next step use that parm in a DM job to export data based on that parm value. On windows client, our DM job works fine but when we try it on web, it does not find the value of the parm and errors out.  Can someone please share any experience with this kind of setup and how to make it work on web?

Hi everyone,I am currently using the metadata builder in excel to maintain and keep updated the hierarchies of all dimensions, but I'm having an issue in loading two separate dimensions for UD5.I was planning to build the U5 dimensions as follows:within each dimension, I would have the same base members organized in different hierarchical structures (aka same base members but different nodes between Finance and HR). In Excel, I divided the two dimensions in two separate sheets, because I can reference one dimension at a time in each sheetwhen I load the XML of the first dimension, I have no issues and the dimension loads as expected. If I make a change to the configuration of that same dimension and load the new xml, I still get no issues.The problem arises when I try to load the XML of the second dimension. The error I get is the following:Error processing XML file type 'Metadata'.Error processing XML.The specified member does not belong to the encompassing dimension. 169989, Cos

I'm trying to call a helper BR that I wrote to pull in two variables to denote our environment, but I'm getting an error message saying the extender business rule.MainClass is undefined. Background: Our GL has three environments, Dev, Prj (test) and PRD.  As we promoted projects up in OneStream, I have to edit the BRs to reference the different environments.  It's a pain when it comes to the SQL because the environment is part of the tableName.fieldName. Goal: to have one helper BR that has the environment variables in it and all other BRs reference this rule so I no longer need to edit them from environment to environment.  The helper rule in DEV would reference the DEV tables, the helper in PRD would reference the production tables, etc. 'test code to pull in environment variables from a Helper 03-05-2026 'Define reference to business rule Dim JDE_EnvironmentHelper As New OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass '<

Hi,  I am trying to create a genesis dashboard that will have a main cv (1105) which shows overview and then when user click on the cell, it will filter another cv (1106) (probably cv basic since it will have navlinks on most dimensions).In client dashboard, it requires the config of setting of user actions in 1105 cv component but I could not find this setting in content block CV Advanced.  I can find it in CV adv embedded.  I assume this is the correct content block to use.I managed to get this function to work when 1105 and 1106 are on different pages.   This means the cv are both setup correctly with navigation links dynamically set up correct. But they cannot be in different pages in Genesis because that means user need to click on cell in 1105 in page 1 and then go to page 2 to see filter results in 1106.  That is too much work for user. ,Thus, I created a dashboard advanced layout and try to insert cv advanced embedded of 1105 in row 1 and then cv b

Hello OneStream Community, I am running into an issue with the ability to complete a workflow with a dashboard button as a test security user.  Any help would be greatly appreciated.  I have a consolidation status dashboard, which is attached to the top-most workflow node for a given month.  My issue is as a test end-user I keep receiving the following error message when attempting to complete the Workspace chevron and move on to the certify step of the workflow.  The security settings for the workflow are very simple, so it's not clear what could be the issue here.Is there another way I could get around this?

Hi What to do when I get this error messages in Genesis:   Unable to open dashboard 'OpenPlace_(Designer)'. Error processing DataSet 'GetWFSteps'. Error executing Workspace Assembly Service class 'Workspace.Gen.CubeViewCharts_x2x.MUAssemblyFactory'.Value cannot be null. (Parameter 'reader'). How to reset? The problem happens when working with Block: Cube View Charts. It will not read my cube view and give the following comment: Value cannot be null. An error messages that is difficult to work with, as it does not say where the problem is. But this second, as I cannot get into the genesis instance.

Below is a screenshot of how the genesis dashboard look like when it is used inside the client.The report on the left is the source cv and report on the right is the drill down details when a cell is clicked on the left.  You can see that there is no taskbar for excel download etc in the left report, even though I have set cv default header to be visible.Both the left and right reports, I am using cv advanced embedded, but the left one is the one with user action "refresh" with click.I used the source cv of the left report as content cv with comments in another page and there is taskbar for excel download.  The only difference between the two of them is content block type and user action.I checked the user guide for cv with advanced embedded, there is nothing written that when user action is selected, the taskbar for excel download etc will be gone within client.How do I get the taskbar for excel etc to appear when using genesis within the client?

Our team would like an enhancement to the Web version of the client (Version 9.0.0) as the Modern Browser Experience does not allow us to use the default pivot grid views we created. The default pivot grid views we created work great in the Desktop version, but they do not work for our Browser version because we exceed the number of allowed default fields. This enhancement would allow our users to save time with the ability to use default views, instead of needing to add in the fields manually each time.

  Hi Is it possible to change the blue, green and red color? Is it possible to add a value     

Hi,I can’t get my data import to work with vertical extensibility, and I’d like to understand how this situation is supposed to be handled.In short, the import validation fails on accounts that are extended for an entity. The entity belongs to a cube that is vertically extended from the primary workflow cube. Detailed situationI have extended dimensions and two cubes that use those dimensions.CubeParent contains a parent entity with dimensions applied. The parent entity resides in the parent entity dimension.CubeChild has dimensions that are extended from the parent’s dimensions. The child entity resides in the child entity dimension.As a result, each cube has its own unique entity dimension containing its respective entity.Additional configuration details:CubeChild has Is Top Level Cube For Workflow set to False.CubeParent is the top-level cube and has the Workflow Profile created from it.The child entity has been added as a child of the parent entity in the parent’s entity dimen

Hi, We are currently attempting to exclude a specific entity from the main consolidation process for reporting purposes. This entity is no longer within scope, but we would like to keep it in its current position in the hierarchy to preserve historical data. We also need to continue importing data into this entity for reporting purposes. Our objective is to set the consolidation percentage to 0% so that it no longer consolidates going forward. After updating the Percent Consolidation to 0%, we are not seeing any impact. The entity continues to consolidate in the application. For context, the Ownership Type is set to Full Consolidation and the Consolidation Algorithm Type is set to Custom. Is this expected behavior? If so would you have any workaround solution ?Thank you for the feedback and help!

I have a requirement to allow users to enter an Annual Plan and spread it across Plan Periods using the spread method they select. Spread Methods are Equal Spread, 4-4-5 Weekly Spread and Manual. When they select "Manual" the cube view should dynamically pick O#Forms as Origin member for Data Entry.I have the Account and Product in rows with member expansion (.Base). Is there a way to retrieve the Base Account and Product from Cube view dynamically and reference in an XFBR?My plan is to get the Spread method chosen for the Base Account and Product combination and Return the Origin as O# Forms for that row?Please share any other ideas if you may have implemented for the same requirement?