OneStream Platform Forums

I'm curious about these four finance function types and whether anyone has worked on them: CalcDrillDownMemberFormula ConfirmationRule DynamicCalcAccount ReadSourceDataRecords If someone has worked on these, how do we call and use them? Any insights?

Does anyone know how to write a formula that calculates an average based on the POV's number of days? Thanks

Hi Team,I need to parameterize my Cubeview where I need to sum two flow member data and show it in my Cubeview , For which i need to write a rule in that rule I have to create a temporary variable member (Total) which doesn't exist in our flow hierarchy which will contain sum of our flow member (RFX_Input + UFX_Input) data, and this Total variable member we have to parameterize and so that when Cubeview runs it'll show me the total value of (RFX_input + UFX_input) into my Cubeview. Please help me to guide how to write this rule logic. We have tried creating it as a parameter with getcelldata but the cubeview does not render and timesout.  

I have a client that has a app with 7 years of data in it.  They would like when we get to the end of 2024 to chop off the last year in the app so that in only ever has 7 years of data in it and archive that data to another app.  Just curious on how people are doing this with chopping off a year and putting it into another app.  Thanks

Dear coleagues,  when I need to change transformation group within multiple transformation profiles I wanted to export XML file, do the change and then reupload it. Unfortunatelly it add new group but does not remove the old one. I guess the merge approach it to blame.  Do you know a way how to do this excersise in more sophisticated way than running a clicking derby? Thanks for help!

Hello OneStream CommunityDoes anyone know how to get the data source time to use the WF time instead of the start Time range scenario . The import data source is using the start time instead of the WF , POV time. Thank you

I'm having trouble getting my data files to import into the correct quarter of the workflow. Whenever I load the data into the Q2 import of the workflow, it removes the Q1 data and adds the Q2 data to the Q1 import of the workflow. (screenshot attached)  I am having a hard time finding the correct settings to allow me to load the quarterly data files into each quarter of the workflow. Any assistance would be greatly appreciated. Thanks!  

Hi All Is there a way to set default date to Now() in the Date Selector component of the Dashboard? Thanks,

Hi, I have a requirement where I need to compare a member in list of members (listOfmem) and see if the member exists in list. How to best handle this as it seems like I can't use "Contains" function?  Dim listOfmem As list(Of memberinfo) = BRApi.Finance.Members.GetMembersUsingFilter(si, U2DimPk, U2DimMem, True)   Thank you in advance, Mikki

is there any documentation available explaining the details of File Explorer? What each of these folders are, when these will be used, these are consuming large hardware space, how to purge files in these folders, what are the pros and cons of purging. I feel there is a lack of documentation in this area.  

Hello, I have created a Workspace with is Shareable Workspace set to True (workspace 1). From another workspace/ cubeview group/ cubeview I would like use the row from a cube view in workspace 1. I am not using parameters in the cubeviews (yet). If I run the main cubeview I get the error message What can cause this is? Do I need to reference in row sharing to a specific workspace? Regards, Arjen

Hi,I'm trying to set the number format in the Cube Views for negative numbers with gaps instead of a minus.The User culture is in Spanish because I need the decimals with the comma.I don't find how can I customize the format for that because N1 is not an option because the negative numbers appear with a minus.Thanks,

While not on the list of Reserved Words, I was wondering if Member should be avoided in Dimensions and Dimension Names? Could using it cause any unwanted downstream effects?

I want to create a yearly LTP scenario of type (scenario1) where input frequency is yearly and data can be input for like below I want to restrict this scenario for data input for particular years like, FY26-FY36. (with 1 entry a year) What setting can I do- to make this scenario available for input only for 10 years.  

HI All, I have been asked to see if OneStream can take a feed in to update the metadata. We are looking at having a Master Data Management system which will be used to update all the downstream systems. SO new accounts, entities or dimension members get created in this MDM system and then ideally gets automatically updated into OneStream (either mapping tables or Metadata hierarchy updates). Has anyone tried to do this ? Thanks Tahir

Testing

Does anyone have experience leveraging GitHub or any other code version control tool to manage Business Rules with OneStream? Assuming we have a remote Git repository on GitHub that keep track of all of our business rules. How do we push the code from remote repository to OneStream? Or in other words how do we run git command to push/pull. In this context, we want to assume there is file system on cloud store all the business rules in file format.  If there is no file system on OneStream, how are the Business Rules managed on cloud? Any pointers will be appreciated. We found a way to update the Business Rule table: xml_data in Application Database. But we are seeking for better options.    

I feel like an idiot asking this question but I can't find anything on google. Where do all of the 'Helper' classes come from? TimeDimHelper, StringHelper, ApplicationZipFileHelper, ScenarioDimHelper  Are these all OneStream specific? Is there any documentation or good posts about their use? Thanks, Scott  

I am looking to implement an incremental data extraction feature for our cube data. Specifically, I need to extract all data from inception and continue to do so on a quarterly basis, including any updates to previous quarters. Any ideas or best practices on how to achieve this effectively would be greatly appreciated.

Hi Team, Can any one help on this. I have text in the cells, so based on my text have to apply the conditional formatting. if my cell has "YES" text then should be Green color, if my cell has "NO" text then should be in RED color.  Can any one please help us to get the result.

Is there a way to restrict Access to Business Rules for all Users including Administrators through Security Groups? I don't want to encrypt the Business rule.

Hello, First time posting question here. I'm a developer new to the OneStream.   I'm trying to run a remote business rule to pull a file that stored on Local Gateway Server. The idea is to have the content of the data file returned to OS in bytes[].  I have extender rule  and SIC Function rule. After I executed the Extender rule, I printed out a few things from the returned object and looks like there is an exception when executing the remote rule. Could anyone give any pointers? Any help is appreciated!    Error Returned BRApi.ErrorLog.LogMessage(si,objRemoteRequestResultDto.RemoteException.StackTrace) ' Returned -> ' at OneStream.Shared.Wcf.RelayHostInfo.InvokeRequest(IRemoteRequestBase xfRequest) ' at OneStream.Shared.Wcf.OneStreamRelayAgent.SendRelayRequest(IRemoteRequestBase xfRequest) BRApi.ErrorLog.LogMessage(si,objRemoteRequestResultDto.RemoteException.GetBaseException.Message) ' Returned -> ' DirectConnection BRApi.ErrorLog.LogMessage

Hello Everybody,Could you please help to get a solution how to complete all WF forms at once for all descendants. We already got the extensibility rule for this purpose but it's completing all WF steps except forms. The function for form exists (brapi.Forms.Process.ExecuteCompleteForm(si, formPk)), but we are having trouble retrieving the formPk...Would be highly grateful if someone can share an idea how to solve this.Best Regards,Svetlana  

Hello - I need to get the most recent Property change on our UD1's. I'm assuming I need to get the AuditTime from the AuditMemberProperty table.  Would I use this function? If so, how do I find the textPropertyIndex value?  BRApi.Finance.UD.Text(si, dimTypeId, memberId, textPropertyIndex, varyByScenarioTypeId, varyByTimeId)  Your help is much appreciated!  Thank you!  

Is there a way I can check my source records before importing data into a stage? If I am in a workflow for Import, Validate and Load, Even before the data is imported, I would like to check my source record for a condition like if it is less than a particular value. Only if the condition satisfies, I need to proceed to import else stop the workflow. If someone has done it, can you share the setup and code for the same. Appreciate your help!