OneStream Platform Forums

Hi there, From other security related questions posted in the community, I understand there are templates for creating user and user groups in OneStream. I would like to know is there a similar template to assign user into their relevant user groups as well? Any suggestions would be helpful. Thank you. JC

Hi, is there a way to present the "Cube Root Workflow Profile" description in the workflow selection window rather than the name. So in this Example below it would say Test rather than GolfStream? Thanks

Cash Planning rolling forward, Capex tracking in OS: Anybody experience to share in this context?

I would like the use one of the T#Global function and create a dynamic time list for the last 24 months.  For example, I had the time as 2023M12, the list would show me all the months of 2023 and 2022.  Anyone has any tips on how this can be acoomplished? Trung

Dear Community, Can anyone please guide me the proper usage of the function  BRApi.Database.SaveDataTableRows(dbConnApp, tableName, columns, hasPrimaryKeyColumns, editedDataRows, throwIfRowForUpdatesDoesntExist, throwIfRowForDeleteDoesntExist, logErrors) I would like to understand the correct usage of  XFDataColumn and XFEditedDataRows in the above function, would appreciate any assistance. Thank You.

Hi everyone, I have the current Entity hierarchy: I created a cubeview that allows the user to initially select a base entity from a dropdown list to be used as Entity member within the cubeview. In some of the rows, though, I'd like to consider the Legal Entity code rather than the base member code (for example, assuming the user initially selects 1010TRW, I want two rows to use 1010 as Entity member whereas the rest of the rows will use 1010TRW). Is there a straightforward way to consider the first 4 characters of the parameter in one of the rows of the CV?  I tried to search for functions to be used in the Member filter builder window but I did not find any.Thanks in advance for any help!            

Hello Everyone, I’m not sure if I’m not understanding or just approaching the code wrong.  We’ve been on OneStream for about two years and myself and my co-admin are not extensive in our code knowledge.  We can generally copy/tweak what the implementation partners build, or searching the forums here, but I’d put us as basic or being generous intermediate level. We have a workflow that loads to the actual scenario and has some workflow steps at the end that are for a variance scenario where the users enter commentary balances. The Variance scenario steps auto lock when certified and I want a business rule to unlock the variance steps if the Actual Import_Ledger step is re-run. I have code in the TransformationEventHandler rule that accomplishes this for me, but when users are running the import it gives the error of user has not been granted access to application role “UnlockWorkflowUnit” I thought (possibly erroneously) that by using a business rule the system would allow unl

Hi,I have a large Excel report built on XFGetCells. I am trying to understand the dimensions that each XFGetCell is grabbing, but it takes a long time to parse through an XFGetCell manually and make notes of each relevant dimension. Is there a method or tool to read XFGetCells and translate the dimensionality in a format that identifies which dimension each member is related to? An example of one of my XFGetCells is:=XFGetCell(TRUE, "Cube1", "Entity1", "", "USD", $G$4, H$18, $I$4, $C$24, "Top", "Top", "Top", $C$15, "Top", $C26, "Top", "Top", "None", "Top", "None")-XFGetCell(TRUE, "Cube1", "Entity1", "", "USD", $G$4, H$18, $I$4, $D$24, "Top", "Top", "Top", $C$15, "Top", $C26, "Top", "Top", "None", "Top", "None")-XFGetCell(TRUE, "Cube1", "Entity1", "", "USD", $G$4, H$18, $I$4, $E$24, "Top", "Top", "Top", $C$15, "Top", $C26, "Top", "Top", "None", "Top", "None") I would like to understand that Cube= Cube1 Entity= Entity1 Parent= Cons= USD Actual= $G$4 Etc. Thank you

Hi Everyone.  How can I make an element not open with just one click, but with two clicks or more?

Hi, Is there a way to perform a force consolidate in a BR? since running a datamgmtsequence isn't working properly for me. Example: Select Case api.FunctionType Case Is = FinanceFunctionType.CustomCalculate 'If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Test") Then 'api.Data.Calculate("A#Profit = A#Sales - A#Costs") 'End If brapi.utilities.ExecuteDataMgmtSequence(si, "PLN_Consolidate_AnyScenario", Nothing) End Select And with this, the consolidation doesn't run; I'm not sure if I'm missing sending information or something like that.

May I have an example of how to use "DynamicCalcTextInput" Formula Type? I cannot find the place to put text annotation without using data cell annotation.   

Hey guys! I am working on an Dashboard to present workflow status.... i got this: The query is: {Total GolfStream}{|GlobalScenario|}{|GlobalTime|}{}{}{RowType <> 'A'}   How can i remove the ones that have Central in the name?   Thanks!  

Hey all, We are currently looking into BI Blend and use it for our Sensible Machine Learning solution that we are about to implement. The initial plan is to use two BI Blend instances one for  historical data which is very detailed data with a long historical range. And a second for a more short term forecast period. Our ambition long term is to be able to use our Forecast BiBlend table data in our Planning process and our regular  Cube and Scenario.  Do anyone have a recommended approach to migrate data from BIBlend into cubes? 

Hi all,  I am facing an issue regarding my ability to reference global objects between two different business rules, one of which is a finance business rule and the other of which is a connector business rule. To be more specific, the flow goes like this:  First, I execute the finance business rule function that generates my global object, which is a DataTable, from a connector business rule:  BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si, "Utilities", "GetDataTable", povInfo, CustomCalculateTimeType.MemberFilter) Then, in the GetDataTable function of the Utilities finance business rule, I create a DataTable and save it as a global object: Dim dtCEDR_Integ As New DataTable("CEDR") 'add data to data table globals.SetObject("dtCEDR_Integ", dtCEDR_Integ) Then, back in the connector business rule, I try to get that global DataTable object. Dim dtCEDR_Integ As DataTable = globals.GetObject("dtCEDR_Integ") However, when I attempt to import the

Hello, I was wondering if there's a way to dynamically load a flat file once per year for a specific month. We load data yearly for our CapEx Budget and was wondering if you can assign a static value such as |WFYear|M1? I tried it but failed so right now I just hard keyed it.  Yes, I can put the time in the column the data I load comes in with no time period in the field because it's a YTD amount, but I just wanted to make it as dynamic and no chance for human error in it. Thanks, Will

Hello again, it seems that the error was not completely corrected, so I have the same problem as my previous post. Scenario 'Forecast 2023M10’s workflow settings do not allow input for Time member ‘2023M9’. I know this is a bit strange, but I need to modify values from the previous month. For example, now that I’m in November, I want to affect September. In February, it allows me to make these modifications because it’s still possible, but I want to do the same for the following months. The function value gives me as a form and I believe it is necessary to pass it to import, but I have no idea how to do it. For Each strItem As String In ({"Amount", "Annotation"}) Dim listTargetDC As New List(Of DataCellEx) For Each drResult As DataRow In dtResult.Rows Dim dcpkTarget As DataCellPk = drResult("DataCellPk") If strItem.Equals("Annotation") Then dcpkTarget.ViewId = BRApi.Finance.View.GetIdFromName(si, "Annotation") End If

Hello, We're building our Planning module and was wondering we have management fees that we get from our corporate office. They come in as USD. Is there a way that we can load in USD and translate them back in to Local Currency for the entities? This is a one time yearly load and didn't know if it was possible or if we have to calculate it to local currency and then load it? Thanks, Will

Hello, I am trying to insert an excel file (tab) into a book that will export to excel. The purpose of the file is to insert a tab as a separator between report tabs so that the name of this excel tab denotes the type of reports that come next. I am having trouble inserting an excel file so I have created a work around by creating a blank cube view and giving it the output name that I want it to have and then brining that "report" into the book, but I don't feel like I should have to do that. If anyone has any knowledge on adding an excel file to a book, that would be great. Thanks!

Hi everyone. I have a problem with setdatacells, and it sends the following error: Scenario 'Forecast 2023M10’s workflow settings do not allow input for Time member ‘2023M9’. I know this is a bit strange, but I need to modify values from the previous month. For example, now that I’m in November, I want to affect September. In February, it allows me to make these modifications because it’s still possible, but I want to do the same for the following months. The function value gives me as a form and I believe it is necessary to pass it to import, but I have no idea how to do it. For Each strItem As String In ({"Amount", "Annotation"}) Dim listTargetDC As New List(Of DataCellEx) For Each drResult As DataRow In dtResult.Rows Dim dcpkTarget As DataCellPk = drResult("DataCellPk") If strItem.Equals("Annotation") Then dcpkTarget.ViewId = BRApi.Finance.View.GetIdFromName(si, "Annotation") End If Dim dcTarget As New DataCell(dcpk

Hi Everyone, Here's a (hopefully!) simple question to see if anyone has done this... I want a confirmation to run but only after T#2022M12 and onwards so that if a workflow was ever run in the past for some reason then this confirmation rule would not be triggered. I've played around with the Frequency Member Filter in confirmation rules but haven't got it to work. I want to to say something like: "Where Time > 2022M12" but obviously in the correct syntax. Is something like this possible? Thanks! Richard

Hi all, I'm bit new in developing rules in one stream and I have a simple question. I'm trying to retrieve the accountId member name from a member formula on the account itself. I'm using the below code but it seems api.Pov.Account.Name is not working, if I replace it with the account name it works. Dim AcctName As String = api.Pov.Account.NameDim AcctId As Integer = api.Members.GetMember(DimType.Account.Id,AcctName).MemberId Any suggestion?

Hi All, For a Bi Viewer Dashboard I use a Cube View which calculates values with a GetDataCell calculation. I display the values in a line chart. The values are displayed correctly, but the calculated variable name in the legend does not match the defined name in the Cube View calculation, instead the first used account name from the calculation is used. How can I use the name I defined in the cube view cell in BI Viewer, or if it is not possible, how can I rename the variable name manually in BI Viewer?

Hi all I accidentally deleted a Business Rule by loading a XML file with an older version on top of it. Is there any way to recover it? Cheers

Hi everyone. I’m working on a cube view, and I have a variable that handles the scenario, and I want another column to have the PY of that selected scenario, so if you could help me know how this can be done. Example for the scenario to modify.  

Hello, I have a workflow step of type 'Workspace, Certify'. Through a workspace button, I am able to complete/revert the step. I am wondering If I can navigate to the 'Certify' window automatically upon completing workspace through a business rule, or we can only do so manually ?