OneStream Platform Forums

Looking for help to display Text data in a cube view.  I'm using the member filter below which works for every account type EXCEPT  DynamicCalc.   Account Type set under Settings in the Member Properties (see below).  U8#Acct_Text3:V#Annotation    

Hi,  We are using the Excel upload to load some data to OneStream. A problem arose when we found that even by locking the workflow it was possible to load data using Excel.    Is it possible to prevent this behavior? 

Hey folks, Just wondering if we can automate IIS reset in the task scheduler. I don't see any Snippets or related BRApis in the Extensibility Business Rules. Surfed through various Community posts but, didn't help much. Any guidance here will be helpful.  

Dear all, I'd like to know whether you've been faced to this issue. When defining the CV there are several nested dimensions in the row definition and I'd like to show it so that the header is repeated to avoid empty headers on the rows (see image below). Do you know how it could be possible to edit it? Thank you    

We are moving an entity to another parent.  Prior periods have been locked.  Will this cause an issue with reporting as the entity will roll up under a different segment.  Trying to determine if we need to create another entity for reporting purposes.

Hi there, I have the same issue as that of the link below but I'm looking for a solution without using a DynamicCalc nor GetDataCell because the parameter "Allow sparse row suppression" is set to True. Does anyone have an idea about how to proceed? Regards How to bring attribute "Text" fields value into a Cube View - OneStream Community (onestreamsoftware.com)   Edit: When using a DynamicCalc member and "Allow sparse row suppression" = True, it entails an error (see following image)  

Dear Community, How to get multiple time period data in FDX ?  We have data's in row manner. We need it in column wise. The data is imported into a table using FdxExecuteDataUnit function. 

I have an issue with the member formula with the below condition. It checks for Account Type Revenue or Expense. However if the Account Type is Revenue or Expense, still the condition is not met. Is there any issue with the way the condition is written? If api.Account.GetAccountType(api.pov.account.memberid).Equals("Expense") _Or api.Account.GetAccountType(api.pov.account.memberid).Equals("Revenue") Then   Return 1 End If

Hi, I am wanting to show the scale of dollars in a report, I have the parameter |!Divisor!| which has display items as Whole Numbers, Thousands, Millions, and Billions. When I use that parameter in a report instead of showing the display items it shows the value items which are 0, 3, 6, and 9.   Thank you, Jeremy Morgan    

When refreshing a quick view after having changed the PoV, any formula in the row that is refreshed will be cleared.Is it possible to retain the formula ? Example: A1 Formula B1 PoV C1 PoV When changing B1 and C1, and refreshing A1 will be cleared. Thanks!

Hello There, Is there a way to get the 'Integer' behind each Account Type based on a 'String' ?Context: I am trying to create new Account Members with pre-defined properties, all properties were straightforward except for the account type. Below a code portion for modifying a property & a hardcoded solution: myaccountMember = BRApi.Finance.Metadata.GetMember(si, DimTypeId, accountID, True) Dim AccProperties As AccountVMProperties = myaccountMember.GetAccountProperties() 'Add AccountProperties '*** Text123 *** AccProperties.Text1.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt1) AccProperties.Text2.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt2) AccProperties.Text3.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt3) '*** AllowInput *** AccProperties.AllowInput.SetStoredValue(Boolean.Parse(isAllowInput)) '*** Account Type *** Dim accTypeInt As I

Hi, I didn't see anything in the Install/Config guide or in the Onestream Community search, so I figured I'd just ask.Is there documentation regarding installing a self-hosted OneStream setup into a cloud environment?Particularly regarding the registration/addition of new server instances (consolidation,staging, web, etc) into the config files:-- Web Server Configuration file\Application Servers-- Application Server Configuration file\Server Sets Between server lifecycle events and lambdas calls, I'm sure something can be hacked together, but just thought I'd confirm what is/isn't available. Thanks!

Hi All, I am trying to add two UD2 dimension members in the Cube view member filter and obviously , its not allowing me to enter them. I went through the approach of creating a dimension in UD8 and then copying all the data from the UD2 dimension to UD8 dimension in order to show the two columns. However, it is not working for me. I used the following code in dynamic calc formula for UD8: B2C_PGC_Provider so that I can reference it to UD2 ( all member dimensions and included data):  Dim U2Filter As List(Of Member)=api.Members.GetBaseMembers(api.Pov.UD2Dim.DimPk, api.Members.GetMemberId(dimtype.UD2.Id, "Programs_Provider")) For Each memberObj In U2FilterBRApi.ErrorLog.LogMessage(si, memberObj.Name)Next. Please let me know what is wrong and how this can be resolved.

For example,  when a user creates a journal and wants to attach some evidence.  Is it possible to stop them from uploading a 40 gb video file or something equally silly?  

Hello Fellow OneStreamers, Please bear with the long post. I have the following workflow profile structure that contains Level 2 data unit overlap I am trying to change based on a financial planning requirement. The requirement comes in when an analyst reconfigures an hourly labor position in one of the assumption forms. A clear, retransform, load, and seed process should occur to align loaded data with the new configuration that will be used throughout the planning process for a particular position. The current workflow structure is a hinderance here because kicking off this process for a particular position retransforms and loads all entities which is much more data than needed. It also contains Level 2 data unit overlap because the same data unit is currently being loaded for the specified accounts within the current workflow profile structure. Our Current Production State: Base Input Workflow Structure Current State: Import Labor Data (Base Input Workflow Profile Step) Import Act

Dear all, I'd like to know how do you define a particular text for an IC member. I thought that once you define a text for an entity having a IsIC = True will transfer that information automatically to the same member in the IC dimension but it seems that it doesn't work that way. Given this, how would you set up the text for IC members? Thank you. Best regards, Carlos 

Dear all, I'd like to know how you deal with this kind of case, because > and < symbols are special for .XML files. I have a case where the description uses a ">" or "<" symbols but they are not properly recognized once they have been loaded, instead they are loaded as ">" or "<". Do you know how to define them so the load would work properly?   Thank you.

Hi,My company has entities 2,5,8,N,U,O,X,Z.When I prepare the loop and if statement in the books;not sure why I could only use the if statement for N/U/O/X/Z but not 2/5/8.I have tried different settings but still not working.Can you share with me how should I write the code if the entity name is purely a number?Thank you.(|Loop1Variable| =[2]) Or (|Loop1Variable| =[U])Or (|Loop1Variable| =[O])Or (|Loop1Variable| =[X])Or (|Loop1Variable| =[5])Or (|Loop1Variable| =[8])(|Loop1Variable| =2) Or (|Loop1Variable| =[U])Or (|Loop1Variable| =[O])Or (|Loop1Variable| =[X])Or (|Loop1Variable| =5)Or (|Loop1Variable| =8)  

Hi Everyone. I have the following section of code. 'Search for values for the DataBufferCellPK, they are not empty. Dim dbcpk As New DataBufferCellPk( mbrRefIdAcc, mbrRefIdFlow, intOriginId, mbrRefIdIC, mbrRefIdUd1, mbrRefIdUd2, mbrRefIdUd3, mbrRefIdUd4, mbrRefIdUd5, mbrRefIdUd6, mbrRefIdUd7, mbrRefIdUd8 ) 'BRApi.ErrorLog.LogMessage(si, $"values of DataBufferCellPk: MbrRefIdAcc: {mbrRefIdAcc}, MbrRefIdFlow: {mbrRefIdFlow}, IntOriginId: {intOriginId}, MbrRefIdIC: {mbrRefIdIC}, MbrRefIdUd1: {mbrRefIdUd1}, MbrRefIdUd2: {mbrRefIdUd2}, MbrRefIdUd3: {mbrRefIdUd3}, MbrRefIdUd4: {mbrRefIdUd4}, MbrRefIdUd5: {mbrRefIdUd5}, MbrRefIdUd6: {mbrRefIdUd6}, MbrRefIdUd7: {mbrRefIdUd7}, MbrRefIdUd8: {mbrRefIdUd8}") 'BRApi.ErrorLog.LogMessage(si, "Parameters bufferdatacell: " & dupk.ToString & " * " & intViewId) Using dbConnFW As DBConnInfo = BRApi.Database.CreateFrameworkDbConnInfo(si) Using dbConnApp As DBConnInfo = BRApi.Datab

Hi; While trying to export TRX file from the transformation rule, the Visual Studio gets opened and it in turn gives an error message and I do not get an option to save it as a TRX file.  Would anyone be able to give any suggestions to help.    thanks Kumar

Hi Community members, Need your help on the below business rule, as i am unable to identify the errors. The rule wrote for to get the value from combobox value and run Data managment sequence to clear the data. Namespace OneStream.BusinessRule.Finance.BOYD_Clear_Data_2 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 Is = FinanceFunctionType.CustomCalculate If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("ClearSeeding") Then '{Clear_Seeding}{Param=[|!ParamWFProfileEntities!|],Time=T#2023.BASE} 'Dim objList = api.Workflow.GetWFProfileEntities() Dim wfClusterPk As WorkflowUnitClusterPk = si.WorkflowClusterPk Dim intScenarioId As Integer = wfClusterPk.ScenarioKey Dim myWorkflowUnitPk As WorkflowUnitPk = BRApi.Workflow.General.GetWorkflowUnitPk(si) Dim intYear As Integer = BRAp

I had one of our head budgeting people bring me a question the other day and I feel awkward that I didn't know how to answer him.He loaded data. He validated his 100k. The following day, he sees it's 75k. Neither of us has any idea how to tell who entered the data.He emailed the group of users who have security access to that data and one user confirmed that she had in fact submitted the updated number but... we did have to ask.Have I just lucked out and gone years without needing to do this so have become blind to a whole auditing feature I didn't know was there all along? Or, is it that recording per-cell auditing for every single edit is just impractical and there really is no way for us to do this? I don't see questions about it in Community. I don't even see any particularly relevant products/labels for this question! So, I'm at a bit of a loss. What don't I know that I don't know?Edit: I do see a mention in the Foundation Handbook that data auditing is there and can be used to fi

Hello,   I am trying to set up a business rule that seeds the forecast from actuals to the forecast. This works easily when I am not using all entities to seed. However, I need to somehow take the actual data from each base entity and copy it all into 1 entity for the forecast. The client only needs to forecast at 1 entity but wants to include the actuals from every base. Is this possible to do in 1 rule? I know you can't have the entity on the left side of the calculation so I'm not sure how to solve.   Thanks!

Hi, I know I could create a custom member list of an XFBR rule for the scope, but is there an easier option to get the cube view rows ordered alphabetically based on member names? Eg. currently, if I have E#Ent1000.Children in row, the cube view is by default showing the members children of Ent1000 in the order with which they appear in the Entity hierarchy. I would like them to be ordered based on their name. Thank you

Good morning all! I'm hoping somebody can put me on the right path...! I'm writing a rule with a data buffer. I want to filter the data buffer so it only runs where needed. I put in the following filter relating to the Text6 field. This syntax works in a cube view (I've tested this) but it doesn't seem to work in the vb.net rule. Can anyone tell me what I should use here instead to return only when text 6 is not blank? Many thanks,Richard