Discuss the features and functionality of OneStream.
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Dear Community,Since I can create a weekly calendar using a customized Time Dim, what is the "Fiscal Year Month Type" such as Fixed week 4-5-4, 5-4-4 in the time profile used for? If it is used for fiscal year purposes, how can I see the impact? I tried to play around time profile, and it doesn't seem to impact anything. Please provide some ideas. Thank you
Hi All,Let's say we have a table:Fruits (Annotation) Updated Fruit Value (annotation) Price of Fruit (input numerical value)apple banana $1.99banana kiwi $2.99strawberry  
I have a dashboard with a cubeview in row one and a chart in row two. I want the chart below to change based on what the user clicks in the cube view. I was hoping when the user clicks a new cell in the cubeview it would trigger the "Selection Changed Server Task" action but I can not seem to get a rule to run there. Does anyone know how a BR on a cube view dashboard compoent is triggered? I was hoping on cell selection but maybe not. Thanks.
Hello,I have parameter a specific POV on an Excel sheet and want to duplicate it on another Excel sheet.The QuickView Option to duplicate is only available in the same sheet.I tried to copy the file and then move the sheet to the previous file but it doesn't work.Is there a solution? Maybe to copy the POV to make it applied in the new one?(I know I can parameter the default POV to initialise it via the OS app but I need to keep the POV in 'black' to fix it whatever the POV initially parameter)Thank you
Is there a way, or a best practice recommended, to point an XFGetCell formula to one or multiple members of the same dimension without adding parent level members in the dimension hierarchy? As an example, if we have entities 1 through 5, I'd like to be able to change an input cell to any combination of those and have an XFGetCell function to pull in the sum of all the data points referenced. Currently I'm thinking this would require nested If functions, but that seems like it would quickly get to an unmanageable length as the number of members grows.
Hello, I am trying to use the new menu component within dashboards. I tried using method for command type and entering in the assembly file name for the business rule. However, when doing so it returns an error message that it is invalid. I am wondering what the correct syntax is for using an assembly file within a data adapter as well as the correct method type.I currently have it as follows{BusinessRule}{DataSet}or{Workspace.WorkspaceName.AssemblyName.FileName}{DataSet}
Hi! Wondering if it possible to build a report book that loops through a list of members, but aggregates results for a parent? If this is possible, how would you setup your loop? Can't seem to get it to work! Example: report results show the total for BIP 1226, and output the same results in a separate report for B1226, B1344, B1489 and B1490 (ideally with these base entity names in the header).
Is there a way to have the time POV reference a cell (A1) in a spreadsheet? User wants to have multiple Quick Views and change time once in cell A1 and it update all Quick Views in the workbook.
The client requires us that aggregation is with an average method and not summing (this condition must be applied to all dimensions). For example: Oversea and Europe are aggregating summing (UD4 members), however, the client requires that the aggregation make an average of their children. Note that in column we have metrics (account members) where we need to apply it.The result desired would be 5 %.Thanks in advance.
Hi All,We have a spreadsheet component containing two tabs. One tab has the source data derived from a Table View. The second tab has a Pivot created on the data from First tab. The Pivot Table has "Refresh data when opening the file" checked under Pivot Table Options/Data settings.The source data tab refreshes as expected if TableView output changes based on the spreadsheet component setting. The Pivot table however does not refresh automatically.Is this a known issue ( OneStream spreadsheet component vs Excel) or do we need additional configuration to make it work?
Hello, Need help! If we import the file using 'BRApi.Utilities.ExecuteFileHarvestBatch', I need to know what folder I need to look at under Batch folder. Not sure which field I need to look at in this table(StageArchivesInformation) to locate the right folder under Batch in OS. Any help will be appreciated. JC
Is there any way to get a superscript for a footnote in a cubeview row header? Ex: Interest expense1
Hey all, Since Onestream 6.6.0 there should be the option to trigger a Submit Workbook with VBA using SubmitSetXFFunctions. However, I can't get that to work. We're using Onestream 7.0 and the following VBA-code: Sub SubmitWorkbookToOnestream() Set xfAddIn = Application.COMAddIns("OneStreamExcelAddIn") If Not xfAddIn Is Nothing Then If Not xfAddIn.Object Is Nothing Then Call xfAddIn.Object.SubmitSetXFFunctions End If End If End Sub If I run this I get an 'Object doesn't support this property or method' error. What am I doing wrong?
Has anyone written a complex expression that takes a date as an input, and determines the period associated with the date, when periods are not based on calendar ends (for example, 4-4-5, or 5-4-4)?There doesn't appear to be a BRApi function for this, but perhaps I'm missing something. Absent a function, what techniques are recommended?Thanks!
I'm trying to lookup the users in a workflow execution group so I can e-mail them when the harvest batch process runs successfully. Below is the code I'm using to try and lookup the users within a workflow execution group. The problem is I don't know what to put in the "WorkflowGroupType" as Integer argument. I know that any number between 0 and 1249 will allow the function to run, but putting 1250 will error the function. I created a loop just to see if I could get any of the valid values to return something and didn't have any luck. Has anyone been able to successfully do this? Thanks!
Hi, this was already asked in an old post, but there was no solution given.Where is the Workflow Audit information (like the one in the picture) stored? For context, I know that Lock History information can be retrieved using the WorkflowLockHistory Data Adapter method, and it's also stored in the WorkflowLockHistory application table.However, I'm having trouble finding the Workflow Audit information that isn't part of the Lock History. Specifically, I'm looking for details on who performed each workflow step, which is displayed in the workflow audit window but not returned by the WorkflowStatus Data Adapter method. Can anyone provide guidance on where to find this information?
Hello,I am writing a SQL Query that references tables in different databases, one that exists in the External database (BI Blend) and one that exists in the Application database. I am having trouble setting up my data adapter to allow for pulling in both tables to perform a Union, as I need to specify the Database Location. Is this possible?
I am attempting to create a view in a dashboard for users to be able to see all metadata for each row with that value. Essentially I need to recreate the "Data Records" Report in the database. I would prefer not to recreate it in SQL via a data adapter, instead use either a Cube View or a Quick view in Spreadsheet. For the Cube View I can't seem to display more than 12 of the dimensions and would need 16 in the report (Cube and View aren't needed those can be in the POV). For the Quick View in Spreadsheet putting |!prm_Entity!| returns "#ERROR - The member filter contains unresolved parameters" instead of providing some sort of dialogue box to select the member. Any suggestions on how to get all dimensions into a Cube View or how to use parameters in the Member Selection in a Quick View would be greatly appreciated. Thanks
Hello,I'm trying a Derivative Rule where I've one source target account which needs to be mapped to an another account and combination of attributes, the idea is it should create new row for each account attribute, but as I'm using multiple attribute values at once it throwing me an error Please let me know what I'm missing out or what I'm doing wrong from the below expression.A#[56000]=[ABC]:A1#[ACC-*;FTM-*;BTSRR-*;BPR-*;BSC*;CON-*]
Hello, I recently had help modifying a rule so it would only run once for a multi year scenario, now I am having an issue trying to run the rule on other scenarios. How would I tell this rule to ignore the time condition for the budget scenario. The data management job set up on the workflow profile won't currently run due to line of code added: ' NEW CHECK TO ONLY RUN ON THE START YEAR OF WF RANGE TIME. If I remove it, then the calculation doesn't work for my forecast scenario properly. I basically somehow need to tell it to ignore that line for the budget scenario. Below is the full code. Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataQualityEventHandlerArgs) As Object Try 'Define a switch to control event processing, since many of these are reference examples we do not want them to run all the time Dim processEvents As Boolean = False 'Set the default re
Hi everybody, I would like to schedule an automatic extract of the security (users/groups/roles) I plan to use a data management job and a BR but I cannot find the syntax of the rule. The code "applicationZipFileHelper" does not extract the security, only the application. Thank you for your help
I am attempting to update the "text" property (which varies by time) for my UD1 members using a business rule that pulls data from a custom table. The update process works as expected without any issues. However, when I remove a data value from the table, OneStream removes the value from the text property, but the corresponding period remains selected, showing blanks (see Screenshot 2). I am removing the data value using the "Else" condition as shown below (Screenshot 1).Can anyone provide insights on how to also remove the period from the selection when there is no value? TIAScreen Shot 1: Screen Shot 2:
Hi, I have an admin Workflow Profile where I have children steps that are different dashboards. I would prefer not to create these as Forms steps as I want to certify each step and not every Form. I have system default settings to set this as Profile Active True/False. Is it possible somehow to change so this is only Active for months which are not a quarter? I want to remove this from the Workflow Profile in quarter months to avoid and eliminate the risk of someone using this dashboard in a quarter.
Hi, I'm trying to learn more about the business Rules and what they are doing. Where can I find the various function implementations. For Example: I have this function Dim connectionString As String = GetConnectionString(si, globals, api) For the GetConnectionString function where is the code for this funciton ? so I can read and understand what its doing ? If this is in the API, I have been looking there today, can you reference which folder / document I can get this. Thanks for your help in advance.
Is there any way we can mask the People Planning register data in XFW_PLP_Register Table? The table contains sensitive information like employee salary which cna be accessed by an Non HR Admin.What is the possible solution for this.
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