OneStream Platform Forums

Api.Data.Calculate(“A#28100=A#69000”) What is wrong with writing a calculation like this? Tips. A#28100 might contain thousands of cells. Calculation MAY work but will damage performance. Defining more dimensions reduces the number of cells that need to be processed. A#28100 = 10 Flow x 1 IC(None) x 3 Origin x 10 UD1 x 20 UD2 x UD3 x UD4 etc Defining more Dimensions reduces the number of cells OneStream has to process. Write the rule as follows: To learn more see GES - Level 2: Financial Model Rules Course Level2-Rules.pdf (hubspotusercontent30.net)    

Hi, I have a Spreadsheet BR that creates a tableview and I want a certain dashboard extender function to be triggered when they submit the data from the tableview(spreadsheet) I think this is the way to go but probably because of the namespace, I cannot do this definition. See the screenshot at the bottom. _______________________ Any help is appreciated            

Hello,  I'm hoping someone can help me with a syntax issue where I have data in a spreadsheet that is organized with accounts on the rows and 12 periodic months in the columns. I want to be able to tell OneStream that there are multiple amount columns and columns represent different time periods. I can label the amount in the 1st column "Jan" and make T#:[2024M1] using XFD named range the data will load but I want to be able to load all twelve columns at once. Does anyone know how to do this? Does it require a business rule? Thanks,  Scott    

Hi all, I currently have a dashboard that shows several cube views in it. I'm wondering, is it possible to extract through parameters the POV dimensions of the cell that the user selects, in order to use them for other processes? (my goal would be to allow the user to select a cell, click a button and visualize the drill down for that cell) Thank you in advance for any help!

I understand that OS users are able set their own preferences for whether or not Excel Add-in data refreshes upon opening a workbook, however I would like to know if there is an option for the "author" of a Quick View or XFGet form to require a refresh of data when another individual opens it? Not meaning this as an attempt to override the settings of other OneStream users, but instead to make it so that non-OneStream users within the organization are unable to view QV or XFGet form data without having proper access. Thanks

Hi! I have a business rule which allocates all PL accounts from a group of entities in one segment to other segments. However, I would like to exclude accounts that are IC from the allocation. I have classified the accounts that I would like to exclude with the text "ICElim" in box "Text 8", under "Vary by scenario type & time" in Member Properties, in the account dimension. So, in the following code string, I would like to exclude those accounts. Do you have any suggestions on how to change the code string below so that it excludes these accounts instead of picking all PL accounts?   Dim bIsPL As Boolean = api.Members.IsBase(api.Pov.AccountDim.DimPk, api.Members.GetMemberId(dimtype.Account.id, "PL"), cell.DataBufferCellPk.AccountId)

Hi, I'm trying to retrieve the value of the field "Text - Text 8" for an account dimension member. What formula should I use to get this value? Thank you in advance!

Hi Team, how can we get data source, transformation rule profile and other information of workflow profile. Trying to get it from workflow profile attributes using the index but not able to find index for data sources. Can you please help me with this?   Thanks, Manju K

I have a vendor that cannot customize a flat file to include any kind of variable data to determine the import period.  The best they can manage is give me two trial balance amount columns- current month and previous month- and I can pick which to use based on a custom parameter to tell me the close month.   So first, am I able to determine which amount to use (column 9 or 10) based on a variable vs the current date- when current month = 5 and month end = 4, use column 9, else column 10? Second how can I create a datakey for time using these parameters?  I can't find any documentation on it.   Appreciate the advice.  I know this isn't the best way but I've been painted into this corner against my will....

hello, good day; I created a new finance rule calculating the cash flow accounts using as source the balance sheet accounts, the hierarchy is not part of the balance sheet, it's at the same level; when I consolidate or translate the cash flow accounts, the amounts were deleted; but not for Balance accounts. Do I miss something in the finance calc for the data will be durable or something like that? thanks in advence and Best Regards.

Hi - has anyone tried to replicate excel Goal Seek function in Onestream. We have a bonus model calculation in excel which uses excel goal seek and circular reference with iterations options in Excel. We want to replicate it in Onestream. Has anyone done similar excercise.

Greetings - Looking for Audit option to track the data before the change, 'Audit History For Forms' option shows data after the change.   Thanks!    

I would like you to help me with this question, because I want to know how I can add a security group to a person (the section that appears in the image) and how I can remove that group in a BR.    

Hi Everyone. Is there a way to prevent the insertion of duplicate information using that function? Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult() selectionChangedTaskResult.ShowMessageBox = True Try Dim loadResults As New List(Of TableRangeContent) Dim fileInfo As XFFileEx = BRApi.FileSystem.GetFile(si, FileSystemLocation.ApplicationDatabase, strFilePath, True, False, False, SharedConstants.Unknown, Nothing, True) If strFilePath.XFContainsIgnoreCase("xlsx") Then loadResults = BRApi.Utilities.LoadCustomTableUsingExcel(si, SourceDataOriginTypes.FromFileUpload, "Temp.xlsx", fileInfo.XFFile.ContentFileBytes) selectionChangedTaskResult.Message = "File [" & strFilePath & "] Loaded" selectionChangedTaskResult.IsOK = True Else selectionChangedTaskResult.Message = "File [" & strFilePath & "] NOT Loaded" selectionChangedTaskResult.IsOK = False End If 'Delete the temp file If boolDeleteTemp

Hello, I was wondering if there's a time expansion that would only pull a previous year based off the workflow? I tried WFPrior2, but that pulls both prior 2 years. If I want to just pull the time form 2 years ago (i.e. 2022) how could I do that based off the WFYear time expansion? I know i can create a parameter and hard code it, but I would rather not have to go back and update it every fiscal year. Thanks, Will

Howdy, Background: I have a data management job that runs a Business Rule. I have created a dashboard with a button that can trigger this data management step.  Problem: As an Administrator I can run the data management job, or I can click the dashboard button. As a user when attempting to use the button the following error happens: "Summary: Error processing Data Management Step 'xxx'. Unable to execute Business Rule 'yyy'. Object reference not set to an instance of an object." I have read that this is really just a catch all error.  I think I have narrowed the problem down and believe it is because the users do not have permissions on the BatchHarvest Folder (which is referenced in the job).  So, one question I have is: can a Data Managment job be triggered to run "as an admin" that I could assign to the button?

Hello all, I was asked to code in a December of prior year. I know how to get any month prior to the current month but I am unable to figure out how to get a static month like December no matter which month we are in the current year. Seems simple enough but the time functions are not working. It says 'Unexpected Text' when i enter in the function T#POVPriorYearM12. Is this a POV issue? Not sure what is going on. 

Morning All, I'm working on a new solution to avoid having many, many separate confirmation rules with their own code which is almost identical in each case, and instead move to using a public function so that the similar code is recycled. Seems like a sensible idea! I've got a basic prototype roughly working. So I've created a public function in Finance Business Rules which I am then calling from inside the confirmation rule code. ie. the first code snippet is the public function and the second code snippet is the confirmation rule code calling it. So far, so good and I've proved that the public function is indeed running when I run the confirmation rule (the error log message appears as expected) so I'm pleased so far! What I now want to do is pass in some parameters from each confirmation rule, ie. the only thing that will be different in most cases is which accounts are being checked. So here is where I'm stuck. Within the code that calls the public function I want to be able to pu

Having difficulty finding the source of this error. Has anyone come across this?  

Hello, The client has a calculation for the planning process where I used the prior period values in the calculation for current month values. Here is the data buffer I created: Dim OpCostsDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(RemoveZeros(F#Top:O#Top:T#POVPrior1:I#Top:U5#None:U6#None:U7#Top:U8#Top),A#Op_Costs.Base,U1#Top.Base, U2#Top.Base) Then, the client had another idea to accommodate where if the calculation is for first month (M1) take a 3-month average and then for the calculation of the subsequent months (M2 – M12) revert to the original logic of trending on prior month – POVPrior1. I added this logic, where I included an IF statement: Dim OpCostsDataBuffer As DataBuffer = New DataBuffer ()If POVPERIODNUM = 1 Then       OpCostsDataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(RemoveZeros(F#Top:O#Top:T#" & Year1 & "Q4" &":I#Top:U5#None:U6#None:U7#Top:U8#Top),A#Op_Costs.Base,U1#Top.Base, U2#Top.Bas

Hi Community, We have a cubeview that pulls more than 40k records when run for a period in a dashboard. It runs base level for couple of UDs that have ~30k members and 200 members. It renders fairly quickly on dashboard although with paging, but when for exporting the output and running using FDX via DM job (through BR) its taking a lot of time to run. I thought time it takes to run a CV manually should be same when called via Business Rule. Please let me know how can I match the cube view performance when run manually to when I call in a Business Rule. I checked and matched the sparse rows settings both in rows and columns among other checks to match but cannot figure out why it runs slower when i run through business rule.

Does anyone have any experience creating a bar graph with 2 dimensions on the x axis?  We have created a bar chart comparing Recurring and non recurring revenue by entity.  Currently, I have both the accounts as the rows and and entities to be displayed in the columns. The client wants to see the same chart but for the current month and two previous months for each of the entities. I have tried placing the T#Month(|CVTime|), T#MonthPrior1(|CVTime|), T#MonthPrior2(|CVTime|)  in the nested member expansion 2 on the columns but that does not allow me to have multiple dimensions on the x axis and only displays those three months. I am currently using the Chart (Advanced) component. Any ideas are appreciated. 

I'm trying to write a business rule creating a KPI which returns the value of an account for same period previous year. I already have a working business rule creating a KPI which returns the value of the current period which has the following formula:  Return api.Data.GetDataCell("A#38999:T#" & api.Pov.Time.Name &"").CellAmount Where 38999 is the account number for which I want to get values. What formula should I use to, instead of the current period, get the current period but for the same period previous year? Many thanks in advance!

Good day  I was wondering if there was a way to find out which child members of UD4 that has text 8 text in there without going through each member. Once we find that out then is there a way to see where the text 8 is being used in the application   Regards

Does anyone know if it is possible to format the XML files that are created by the application extract. In particular I want to format the Metadata extract so that there is a single line for the member definition. I want to run a compare process to check what differences there are between 2 files. I want the member name included in the difference line rather than (for example) the currency has changed without any indication of the member. So this <member name...><properties><property name...> instead of: <member name...> <properties> <property name...> Thanks