OneStream Platform Forums

Hi! New to Vb.Net here. Trying to write a UD8 formula which extracts the right 3 characters of an Entity member name, only when the member is a base member. Error message received says "'IsBase' is not a member of 'Member'."  Anyone know how to make this work? If api.View.IsAnnotationType() Then 'Check if the member is a base member If api.Pov.Entity.IsBase Then 'Return the last three characters of the member name     Dim membername As String =  api.Pov.Entity.Name Dim lastThreeChars As String = Right(membername, 3) Return lastThreeChars Else     'Return a NoData Datacell if not a base member     Return api.Data.CreateDataCellObject(0.0,True, False) End If Else     ' Return a NoData Datacell if not an annotation type     Return api.Data.CreateDataCellObject(0.0, True, False) End If  

Hi all,We have built a excel report which includes multiple xfget formulas. However, an #Value error shown in the cell after refresh (refresh sheet/refresh workbook both are not working). I have also checked that the dimensions have been entered correctly in the formula.May I know is there any solution to address this issue?Thank you.Best,Jacky

Requesting assistance with a formula needed in a cubeview row. Im looking to add a formula to my CF forecast column, so the formula in the row would be:   ((A#AccountsReceivable:T#2024M12:S#Actual:V#MTD - A#AccountsReceivable:T#2025M1:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2025M1:S#Actual:V#MTD - A#AccountsReceivable:T#2025M2:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2024M2:S#Actual:V#MTD - A#AccountsReceivable:T#2025M3:S#Forecast:V#MTD))

Hi there, we recently upgraded OS to 8.4 and the app itself its this dark grey color. Is there any way to change the color?

Hi,I’m currently working on a project where I need to omit a derivative rule, but only for a specific period. I'm looking for the most effective and clean way to achieve this without disrupting other rules or calculations that remain in effect.Does anyone have experience with this or suggestions on how best to approach it? I’d appreciate insights on both technical implementation and best practices to ensure future maintainability.Thank you, 

Hi, How do you certify multiple entities for a specific month? Do you need to go into each subsidiary’s local workflow to certify, or is there a convenient shortcut for this? We have several companies in our group that we sometimes need to uncertify and then certify again.I have tried going through the main act to process certification for the companies, but it doesn’t seem to work when you check the various subsidiaries’ local workflows.    

Hey everyone, My first post, so I hope I'm in the right place. While trying to upload an Excel JE Temp to a WF, the following error appears. I can confirm that the entity member filter is consistent for both the OS Temp and the excel Temp. Also, the same Temp has been used to load data in one of the previous months, with no error. Any suggestions/help would be appreciated.  -Amrit G. 

I have created a workflow profile, and the data source for the workflow is a CSV file with several columns. In this file, the second column contains account numbers. I specified the 'Text Fill Settings -> Lead Fill Value' as 'A' in the data source as I need to append with A Infront of the account. Additionally, I have defined a transformation rule. However, when I execute the workflow, I get the following error message: 'Validation Messages: Invalid member name. Account: 652901.'"  Could you please suggest, is there anything that I am missing?

Trying to create a Data Source.  I have multiple spreadsheets of the same format with the account name I need to load to in cell B1.  Each .csv file is for a different account that is specified in B1.  How can I make all subsequent rows use the account is in that one cell B1 on each spreadsheet?

Is there a way to disable excel functions/buttons within the excel add-in? For example turning off "submit workbook" in the top ribbon or calculate/translate when right clicking on a cell in a quick view/CV? 

Is it possible to create a custom XF formula for users to access within the excel add-in? We want to create an member offset formula.

Hi Experts, I am working on TransformationEventHandler rule in which we need to read the first 4 columns of a text file that is being uploaded to Workflow Import so I can do some sanity checks and error out if they are not correct.  Does anyone have sample code that reads the values of file? I checked everywhere but not much documentation on this. Also, I placed this code in "ParseSourceData" BREventOperationType.  Not sure if this is correct or need to put under "ParseTransformationRules"? Thanks in advance, PM  

How to prevent the orange line in this spline chart from dropping to the X-axis when it encounters a null value. Basically it should end at the last valid data point without connecting to nulls.  

Hi!  Is there a way to verify the user types and total that you are licensed to have within the Onestream application?  I want to compare this number to our user agreement.  TYIA!

Hi Everyone. I am trying to run a CustomCalculateBR in another BR, and I have the following for the variable namevaluepairs, but I would also like to pass parameters in this BR. I have been investigating but did not find a solution. Similarly, I would like to ask if passing with .base will work the same way as if it were in a step or not. I would appreciate it if you could help me. Dim mvp As New Dictionary(Of String,String) mvp.Add("Cube","HLFPLN") mvp.Add("Entity",strEntTx1) mvp.Add("Consolidation","Local") mvp.Add("Scenario","|WFScenario|") mvp.Add("Time","T#|!PLN_ParamFcstMths!|") mvp.Add("View","None") mvp.Add("Flow","None") mvp.Add("IC","None") mvp.Add("UD5","None") mvp.Add("UD6","None") mvp.Add("UD7","None") mvp.Add("UD8","None") mvp.Add("Parameters","test=ValueTest") BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si,"PLN_ThreeMonths2","Test",mvp,CustomCalculateTimeType.MemberFilter)  

Hello, my team and I have encountered the following unexpected behavior: District Loan Detail Dashboard On the initial display of this screen when we click "Run Drill-down" button, the 2 parameters from the Cube View do not get passed into the Business Rule correctly. As shown below in the error message:   It passed in GRP_16 which was from the previous "Run Drill-down" process, instead of the selected row's value of GRP_26 (UD7: "26 - Principal", Flow: "EndBalLoad"). So on initial display, clicking on the first row, which is already selected, does nothing and passes the incorrect (previous) values from the cube view. I have to click on a different row and then back to the first row to get the correct parameter values passed to the Business Rule. If only one row is in the cube view I will never be able to return the correct results because it is passing the incorrect value.   This issue has been present ever since we upgraded to version 7.3.3 from version 6.4.0.   We

Hi all, I'm trying to figure out how to insert a field within my report's Group Footer that would perform a calculation on other Group Sum fields. In my Group Footer, I'm summing up Contract Amount and Contract Margin fields from the Detail band. I would like to calculate the Margin % based on these sums and have no idea how this is done.  Any advice would be greatly appreciated! Cosimo    

Hi all,Can we schedule a task to run on a business day each month, for example, between the 1st and 7th? I know we can set it for specific days and weeks, but is there a way to make it more dynamic?Any suggestion would be appreciated. Thank you.Best,Jacky 

 we have a query where we have a list of Tasks that are running one after the other but are not linked, and if one of them fails for whatever reason, the rest of the tasks also stop running. We have been informed by OS that this is not possible to configure this behaviour within the specific task or Data management so we can control which tasks stop and which ones need to be completed in case one of them fails. We believe this makes sense to have a parameter / setting to set against each individual tasks if they just stop running or continue to completion in case of of the other tasks fail. At the moment they all fail when there is an error.  

How I can clear data in Orphans members before Deleting them permanently

Dear all, Is there a way to block the consolidations if a technical parent is picked? There's a CubeView having the entity tree in rows and consolidation levels in columns. I'd like to only block all consolidations that have a technical parent (this would just polute the database). Is there a code example that could do this?Thank you for the help.Best regards,Carlos

Hi! I am building a CubeView and currently exceeding the 4 maximum column overrides. To work around this, I am thinking the next best option is to build a business rule or UD8 calculation that combines multiple formulas but need help putting together the language (unfortunately, coding is not in my wheelhouse). Does anyone have a current business rule or UD8 calculation that I can utilize that subtracts one column from another for multiple criteria? For example, below is what I currently have in the Column Overrides. I think I would still need to put the UD8 calculation in an override because of conflicting GetDataCell formulas in my rows/columns but because there are various views (QTD & YTD) and scenarios (Actual & PYRates), ideally would need to combine some of the formulas together in the calculation as to not exceed the 4 maximum overrides. Hope that makes sense. All of the column references is a gross margin calculation. For example: QTD_CY = Current quarter gross margin

Does anyone know if a Cube View Extender Rule can be used to dynamcially change a Header Text selection on the Cube View (i.e. Name, Description, Name and Description)?  I am trying but it does not seem that this option can be changed but maybe someone has had better success.

We have a requirement to create reporting that utilizes the number of months since a company was acquired to perform math on specific columns of data. We would like to attach the acquisition date in a text field of an entity, and create a member formula for a statistical account that calculates the number of months between that acquisition date and whatever month the Point of View is referencing (we could convert the POV month to a specific date if necessary). Is this type of calculation possible within stored member formulas?

Hi all,I'm quite new to OS integration pieces and being struglled with a request from my client to load dimension members using their data lake, so the memebers would be updated automatically or by a scheduled event.The database is already configured at SIC and working fantastically well, however, I can't figure how to use it's features to load the metadata members to one of our UD dimensions.I read a lot of topics here in the forum, but couldn't find anything that matches my case.I already tried to create a Extender BR, but I'm getting a "Object variable or With block variable not set" error message when running the "api.Parser.ProcessSQLQuery" function. Not sure if I'm doing something extremely wrong, so I"m assuming that this part of the api must be used only within Connector BR's.I also trie to create a connector rule to do the job, but when setting it up at the dimension property, nothing happened (not sure if I missed something here).Any help on this will be really appreciated!Re