OneStream Platform Forums

Is there a way, in a member formula or Finance BR, to write annotation data back to the database in bulk?In OneStream rule writing, it's best practice to limit the number of times you are writing data back to the database (ideally only one SetDataBuffer at the end of your code). However, it does not appear that you can include annotation information in the DataBufferCell objects that are used in a data buffer.Is there an alternate way to be able to set a large quantity of intersections at one time (like a SetDataBuffer), but for Annotation information instead of values? 

It appears we can not use workflow event handler to automate an activity which has the same event operation type. Anyone has similar experience?We need to automatically unlock a workflow when a sibling workflow is been manually unlocked. We wrote the rule under the BREventOperationType.Workflow.WorkflowUnlock event. But the process always fail with the below error. The same code will work if we changed it to run from the BREventOperationType.Workflow.WorkflowLock event. It seems to me we can not trigger same type of events."The underlying connection was closed: An unexpected error occurred on a receive. Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host. An existing connection was forcibly closed by the remote host (Socket Error Number 10054)"

Hello,The data I am loading have a lot of wrong account/IC combinations and my load fails because of those.I want to create an expression rule to say:if the 'Is IC Account' property for target account in OneStream is not set to True; then map to IC#NoneElseDo normal mappings.Any help appreciated

Hi,I have an import step in a workflow profile, using a connector data source.For the current Scenario/Year there is no data. This is causing an error when I run Load and Transform.I know I can manually set the step to "Completed" using the complete workflow button, but is there a way to set the import step so that the Load and Transform does no fail in the first place when there is no data?Thank you

We have a logic that makes a multiplication of Transfer for Tax by Grouping Regime by Tax Rate (38,007 *0,1). It works for all entities, except one (here it always show 0): Do you have any idea why?Thanks a lot! 

You can use Excel Import Templates to load data into OneStream via a Workflow Question Credit: Parker Laabs Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hello,Our Business Operations team provided us the plan in an offline copy of a cubeview in Excel.When the FP&A user opens the offline copy it shows #LOGON instead of the numbers.How can the FP&A user see the actual values instead of #LOGON?is there any setting that will need to be set to view the values before submitting into the application?Thanks 

Has anyone ever seen odd results from a user canceling a Forced consolidation, and subsequently running a normal consolidation?  A later Forced consolidation seemed to have cleared up the issue.  I maybe on a wrong path to what happened, but that's the best I can figure that happened.  

Is it possible to test if a consolidation or a data management job is already running before running it again ? Ex: I run a consolidation (about 10min) but another people run the same consolidation the same time Thank you for your help

Hello,I have InUse for default time and scenario = TrueI also have InUse for default time and scenario for 2023M5 = False.Note that the period could also be different.Now, how could I reset the InUse settings to disable the False or True on ALL time for default Scenario?In my example above, I am expecting the property for 2023M5 to be deleted. What brapi would you use? can you show me an example?Thanks

Hi experts, I have a group of GL accounts that I need to map to either an expense / revenue based on the sum of the balances.I thought this would be easy enough with a derivative rule; first create an interim rule to aggregate the accounts and then create a final rule to check if the balance is greater / less than 0.Finally, I have used the final derivative rule in my target account mapping.But, this is not quite working as expected.It seems to just add the negative balances of the individual GL accounts under the "_N" rule and the positive balances under "_P" rule, therefore both my expense and revenue account in OS ends with a balance.Could you please suggest what I am doing wrong?Regards,S  

Do we have a function that can be used in a member formula that will calculate the average of the last 3 periods.Example: If my current forecast month is June, I want to calculate the average for the months of May, April, March for which I have actuals for a given account. Thank you. 

When using drill down to drill from a periodic value back to a connector business rule on a scenario that was loaded as YTD, is there any way to show the "Load Results from Imported Cell" as Periodic instead of YTD?  I would expect the drilldown to keep the same view.   

Posting this because I searched for the answer before putting in a ticket with OneStream support (who were excellent, by the way).  One of our applications wasn't working in a lower environment.  The connection to the application SQL DB wasn't working.  Tried removing and adding it back using the OneStream Database Configuration tool.What the fix was:The “Invalid Connection” issue was due to the DB security settings for the service account user (that was running the OneStream server application).  Not quite sure what the issue was  -- it might have been the default schema for the user.  In any case, looking at the permissions for the user in the other application SQL databases where it was working correctly gave us the guide towards fixing the issue.

When I import Journal template via excel Journal name adds workflow,scenario and time to it. Is there way that it does not get added. see screen shot below for reference. 

Hi All, One of client is facing strange issue while downloading certain files from file share folder. Apparently it is getting timed out while downloading the forecast file. File size is around 550 MB ( I checked the same file from another date which is around 515 MB and there is no issue for the same file)   There is no issue for any other files at the moment ( like Actual data or FX data etc )   Questions here are -   Is there any limit in terms of size for download from file share folder ? Is there any time-out settings where we can investigate for these errors ? Would deleting temp files from server help here ? ( considering error 10054 is about deleting junk files / temp files )   Just checking if any one seen these errors before for other clients.   Thank you.   Regards AJ  

Is there a way to make a "Forms" (or any other) step in the workflow active only for specific periods, like quarter-ending months for example?

Has anyone tried to rename scenarios using a business rule to have a rolling set of prior forecasts. In this case the client is to trying to have weekly scenarios for the prior 5 weeks. Once a week they will be importing into the current working scenario and rolling each prior scenario back one week.I tried using the code below but get the error "Error processing Data Management Step 'Roll_CAR_Weekly_Scenarios'. Unable to execute Business Rule 'Roll_CAR_Weekly_Scenarios'. Error renaming member 'CAR_PrWk5_MTD'. Invalid parameter 'CAR_PrWk5_MTD'."Thanks. 

Hello,I am using 2 cultures on a server.I need to make some changes of entity properties from a BR.I know how to do it for properties like ALLLOWADJI can not find a way to change all the descriptions from the BR : I mean the Default + English + French.Any help appreciated.ThanksPS: I did read that 🙂 https://community.onestreamsoftware.com/t5/Rules/Update-description-of-a-member-in-an-Extender-rule-for-an/m-p/13158

We have 40 or so monthly Cert Questions over 50 Entities.  Currently we are running the report and then comparing answers to last months report to find any changes in answers.  Those changes require us to check on why.  From No to Yes or Yes to No, we have to check.  99% of the time it is a mistake in their answer.  Anybody ever thought of a way to notify the user before they complete the Cert of their WF.Don't see a Workflow Name option that does Confirm after Certify so don't think I could build something in the Confirm step.  Maybe at a parent level have a Confirm step that looks at all the children and does a compare and lets that level person know.  Anyway, any ideas to keep my brain churning is great.Clarke

Is there a way to set the property of a dashboard button to disabled?  I have a dashboard that includes a number of button objects that execute various tasks, such as running a calculation, locking the workflow and so forth.  What I'd like to be able to do is to disable a button as part of a business rule so that the user has to follow a sequence of activities and can't, for example, keep pressing the calculate button on the dashboard. I don't see any property in the button object that supports enabled/disabled.

Hello All,   I would like to know if there is any Activity guide document for OneStream Application design represents the process to build a new cube..   Thanks in Advance

Hi Team, I have tried to make a simple task - if user in not in group I would like to change a certification status to rejected.This code is in DataQualityEventHandler:Case Is = BREventOperationType.DataQuality.Certify.FinalizeSetQuestionairreStateDim sGuid As String = "419eeb3d-eaec-43fc-bc0a-cab5862323f10"Dim Guid_1 As New Guid(sGuid)If BRApi.Security.Authorization.IsUserInGroup(si, si.UserName, "GROUP",False) = False ThenBRApi.DataQuality.Process.ExecuteQuestionnaireSignOff(si,si.WorkflowClusterPk,Guid_1,CertSignOffStates.ProfileRejected,"Comments")End If It always returns "Certified", but should "Rejected":  Any ideas what am I missing?

Hello, The client that I am working with is moving from an import process consisting of loading .csv files over to a direct connector. The issue is that in the periods where .csv files were loaded, one UD was manually adjusted in the import file, and currently this allocation is not existing in the source system.   As an example, there is account 5000 with a total of 100$ which is spread across UD1 as following (in the .csv file): A#5000:U1#A = 20$ A#5000:U1#B = 30$ A#5000:U1#C = 50$ In the connector this is mapped to None, A#5000:U1#None = 100$. The client wants to keep the allocation of UD1 for the rest of the year, and continue with the YTD balance allocated across UD1 members, even after starting to import from the connector. My initial solution is the following. Let's say that from Jan - May they loaded .csv files and in June they start using the connector. In June, the data will load as YTD, but to UD1 None. I will have to make a reclass adjustment of UD1  from None to:

Hi Team,Is it possible to check the Response from Certification Question in Business Rule?I was trying to change the Workflow status to Rejected in case someone answered "No". I appreciate your help