OneStream Platform Forums

We have a client that does a lot of prior period adjustments so they go through the workflow for the whole year a few times. We have automation set up to assist, however they would like a report that shows the workflow status for the whole year and not just one period. I know the application reports are out of the bos that shows a particular month throught method queries. That works great but has anyone ever created one that would pull the whole year? I was looking for a sub variable that does that but cant seem to find one or has anyone done anything different.  Much Appreciated!

Hello - I created a dynamic UD8 calc for a cube view that shows 12 months of actual, forecast and budget periodic amounts. The calc is designed to show zeroes in the actual scenario column for a period if its POV time is greater than than the global time. I added it to the cube view and it works perfectly when I run it for 2024M12 - the actual columns are all zeroes, while it displays the budget and forecast numbers. When I run the CV for 2023M12, since our global time is still 2023M11 I'm expecting zeroes to be in the Actual column, but I'm still getting the opposite sign YTD "no data zero view" totals instead. Below is the formula in the UD8 member - let me know what changes I need to make. I appreciate the assistance. Dim gbTimeName As String = BRApi.Workflow.General.GetGlobalTime(si) Dim gbTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, gbTimeName) Dim gbYear As Integer = BRApi.Finance.Time.GetYearFromId(si, gbTimeID) 'Get pov year Dim pvYear As Integer = api.Time.GetYearF

Is there a way to log messages to the Error log within a Smart Integration Function that is running on the Local Gateway?  I notice when a new SIF is created, none of the OneStream libraries are available.   I did find an example where the OneStreamGatewayService library was included.  Is there any documentation on this library? Thanks, Scott

I think I may have found a bug with workspaces but wanted to see if anyone has encountered this issue before.  I am displaying a dashboard with an embedded Cubeview that has a link to a dashboard in a non-default workspace.  When I launch the dashboard, I see the drill link but nothing happens when I click on it.  However, if I add the same dashboard to either the Default workspace, or the workspace where the dashboard resides that I am launching from, the link works without issue.  It seems that if you want to follow a link in a Cubeview in a dashboard it either has to be in the same workspace or in default.  I guess it might make sense because when adding the link in the Cubeview there is no option I am aware of to specify a Workspace so OneStream might get confused as to where to find the dashboard.  Has anyone else had a similar issue or know if I am missing something?

Hi Everyone. I am performing a conversion in a SQL query using currencies; I relied on this other post for now. Where is stored the Currency Name ?  The problem I have is that I have some SourceCurrencyId in the FXrates table that don't appear there, so I want to know if there's a way to get all possible currency names through a business rule.

Hi, is there a standard IRR calculation that can be shared? thanks, Greg

Does anyone know how to get the Year for the time function below to display as the name in the row?  T#YearPrior2(|GlobalTime|)

Would like to check if Quick View in excel can extract/pull - Annotations/Audit Comments/Variance Explanations from "View" dimension. Please assist. Thank you.

Hello,I made a Grid View containing all WF Profile statuses for the current period & cube: I am struggling to do one little trick, changing the column 'Status' icon accordingly ... In the Grid View, I am under the impression that it only recognises 'Status = 2' as green circle, 'Status = 10' as red circle and 'Status = 1' as Blue circle and 'Status = 0' as Empty circle. My question: How can I add 'Locked WF' image, 'Locked, Not Started' and all other states ? Is it possible to put an image of our picking in the grid view's status column ?Temporary solution:I Used the 'Report Designer', since it is the only component I found that enables me to choose an image of my picking but It's not as satisfying as having it in a BIViewer/GridView. Image below  

As the subject line writes, is it possible to disable/hide confirmation rules without deleting them?  I'm revising our current budget work flow and changing the confirmation rules required.  I'd like to keep the prior rules in case they are required in the future.

How can I print DataManagement Sequence name? I have Consolidation email BR but within that email I want to print which Sequence consolidation is running for?    Saurin

I am altering a cubeview that is pretty basic, one column and a handful of rows. This CV had a parameter to dictate the scenario. However, I have deleted the parameter from the cubeview rows and set the POV to my desired scenario. When I go to run the CV, I still get the scenario selection has a pop up. How can I get rid of these selection if the parameter is no longer being utilized in the CV?

Hello, I am looking to build an Input Parameter and additional rule (if necessary) in which the User will be prompted to input the beginning of an Entity (eg. A123) and the Cube View will return all Entities in the rows which start with A123. (eg. A123_400, A123_500, A123_600). Has anyone created something similar to this? Thank you!

I have an input sheet in which data can be entered for an override of another number.  The Cell Status "Is Real Data" flag is used in a rule.  If an override is entered in the early part of the monthly year but not later parts a derived amount of 0 is shown and it's "Is Real Data" flag is false.  My problem is when I use the Data Management step Copy Data to copy to a new scenario.  The 0 cells after the initial user input are now "Is Real Data" = True and "Is Derived Data" = False.  My rule now treats these 0s as if they were entered by user and so doesn't work.  This seems very wrong to me that the Copy Data step can't get the details of the Cell Status right.   Can someone explain what to do here to preserve the cell status after a copy?  Thanks.

I have a delimited data source as matrix data to fetch opening, debit and credit flows. The credit amount comes in as absolute, and I need to factor it with *-1, but opening and debit flows must remain unaltered. As I need the data for RCM, it needs to be converted in Stage so I cannot use a Composite TR to flip sign on A#*:F#Credit.   Any recommendations on how I'd be able to achieve this in the data source?

Has anyone had success getting Journal audit data for changes to journals (not templates but journal entries)?  I suspect they can simply be pulled from the AuditJournalHeader and AuditJournalLineItem tables but having issues.  I only get one record in the Header table no matter how often I change a particular journal and nothing populates for the LineItem table.  I feel like they are not completly working correctly or I don't understand fully how and what they are logging.  I have tried to find a report in RPTA or other solution to see if I can figure out how its done but can't find anyting from OneStream for journal changes like there is for metadata changes.  If anyone has tried to tackle this I would appreciate anything you can provide.  Thanks in advance.

Hi everyone. I have this error when trying to insert data into my SQL table 'System.OutOfMemoryException'. This occurs when I use .base to retrieve all my departments. The following is how I enter the values of a table into SQL using a loop, so I would like to know what I can do to avoid that error when I want to add many values to that table. For Each isRow As DataRow In dt.Rows Dim sqlInsert As String = $"INSERT INTO AllocationResults (Step, Amount, Annotation, SourceRule, DriverRule, Type, StepDesc, TargetRule, AllocRule, Generation, Cube, Entity, Consolidation, Scenario, Time, [View], Account, Flow, Origin, Ic, UD1, UD2, UD3, UD4, UD5, UD6, UD7, UD8) VALUES " & $"(1, {Amount}, '{Annotation}', '{SourceRule}', '{DriverRule}', '{Type}', '{StepDesc}', '{TargetRule}', '{AllocRule}', {Generation}, '{Cube}', '{Entity}', '{Consolidation}', '{Scenario}', '{Time}', '{View}', '{Account}', '{Flow}', '{Origin}', '{Ic}', '{UD1}', '{UD2}', '{UD3}', '{UD4}', '{UD5}',

Hello again, I am creating a pivot grid through a data adapter that works with SQL. The issue I have is that my column of months is not organized in the pivot. Values example: Values in the pivot grid: How can I solve this so that it adapts to how it is organized in the data adapter?

Hi, I have an Application table containing a number of attribute columns, a currency column (EUR,USD,TRY...) and an Amount column. The client wants a twin table that has all rows from the table 1, but with all values converted to euros. I already have a dashboard that shows table 1 with a button to refresh its content (pulling data from other Application tables). What is the best way of refresh table 2? I was thinking of creating an extensible rule to update table 2 on demand, but I have noticed I cannot use the api.fxrates in there... Thank you

Dear OneStreamers! Building and maintaining an OneStream application can be done in many ways, but I would like to hear how you have approached the challenge of managing the build process, hereby testing, deployment etc. I would like to hear input around:Build Process:What tools/methods make your build process a breeze?Any automation gems? Version Control:Git, SVN, or something else? How?Share your repo structuring magic and any branching/merging tips.Visual Studio / Visual Code?Testing/Quality Assurance:Testing? Automation, frameworksCI/CD Integration:How do you deploy between applications/environments?Challenges and Wins:What hurdles have you faced in this realm?Any game-changing solutions?Thanks for any input. Maybe we can gather some wise words

Currently, we have a manual process that involves a user running a Load and Transform that uses a data source with a DM Sequence as its source. That sequence uses the |WFScenario| parameter. This all works great until we try to schedule it. I pass the scenario and the time in with a parameter at the Sequence level. The first step takes this parameter (e.g., Scenario=BudgetFinal) and creates a trigger file in the Batch folder and runs ExecuteFileHarvestBatch. The correct workflow executes but appears to be pulling its data (via that first DM Sequence/Data Source using WFScenario) from my current, user WF/POV. I've tested this by navigating to correct WF/Scenario, then running the DM job I want to schedule and the data successfully imports. If I then navigate to a different scenario and run the same DM job again, the import fails with the error that there is no data. I would expect the WFScenario parameter to use the scenario of the WF that is specifically calling the parameter but that

Hello, Is there a way to pull the account type in Excel add-in for OneStream? I tried using XFGetCell and XFGetMemberProperty and it didn't work.  Thanks, Will

May I ask how to use Case IS = ExtenderFunctionType.ExecuteExternalDimensionSource? It will be great if we have use cases and examples. Thank you

 I have a source file that will be updated/changed with the entities being loaded every time when it is loaded via a WF.In Order to preserve the balances of the Entities previously loaded I am thinking to have Source ID same as my Entity Name as I don't see any "Merge" Mode Load Option in WF. Is there any other way or better option to load files in Merge Mode.

Hi - I am having issues with using the PriorPeriod12() in a row override. The following filter is supposed to use the PriorPeriod12() function to return the same month last year (e.g. input of 2023M10 should return 2022M10).  GetDataCell(T#|!Param_Select_Time!|:U2#Alt_AandG:V#Trailing12MonthTotal/A#EndingACV:V#MTD:U2#Alt_AandG:T#PeriodPrior12(|!Param_Select_Time!|))) However, when I replace the T#PeriodPrior12(|!Param_Select_Time!|) with say 2022M10, then the override works. Any ideas of a work-around? Thanks,