OneStream Platform Forums

Is it possible to change the orientation of a report using a business rule?I can't see any options for it when creating a custom report task in a cube view.

Hi All, Can anyone suggest is it possible for Admin to enforce Workflow POV and Cube view POV for users, if so please guide where to do it on OneStream  Thanks in advance.

Hi All,   Currently I have weekly data, if i enter commentary in Week2 it should be in the same week later if I enter commentary in Week3 am getting w2 data in w3, can anyone suggest how to overcome this?     Thanks in advance.

OneStream 7.4.1 (On-Prem)Looking to upgrade to 7.4.2.Has anyone developed a strategy to upgrade OneStream with minimal downtime?  Uninstalling and reinstalling the application takes time, and I would like to avoid as much downtime as possible.I am using 1 server for everything.I was thinking I could install 7.4.2 in another folder, but I believe the install would attempt to create the same IIS app pools that already exist.Any suggestions would be appreciated.

We have several parser rules that are running on our connector to d365. Is there a way to see what the affect on run time is from each of these rules?  Do these rules run on all data that is queried from our connection or just new data?

Originally posted by Andrea Tout 2/7/2020 Has anyone ever had to check what the user's response is to a certification question and not allow them to certify based on that?

Hi, we are currently in the process of Finalizing a Data integration process (via connector) between some temporary staging tables created in the Onestream application (on cloud), but when i try to perform the final step to load the data, the system always returns me the message that allof the rows i'm importing are NON-NUMERIC. Obviously that's not the case. the source table amount column is a numeric format and the amount field in the source field is being mapped to the Amount field in the data source.  Did Anyone experience this?Thanks

We have a workflow that uses Data Management Export Sequence to load the data. Manually we are loading the data fine but I'm looking for any options to automate this process.I have an example if the workflow uses a connector business rule but not sure on the Data Management Export Sequence. If anyone can help, it would be great...!!!

Hi, Is there any way to get DataManagement step failure email notifications? I have one sequence which use some DM steps to perform Clear and Consolidations. I do not want use a business rule to call in a Custom calculation.Thanks for your help in advance. 

Hello, I have a sub folder that is being populated each month with a variety of files, it is different from month to month.  The naming convention of the subfolder is consistent.  It is always the fiscal period.  However when I try to zip the files in the folder I am unable to define a path.  The folder is "Application Database/Documents/Public/" then the fiscal period.  However my code is never able to find it.  I think it is because we are on the cloud.  Any insight on how to define the process for zipping all the files in that folder into one document so it can be sent out through parcel service would be appreciated.Thanks,Tom

I have a process that builds a data buffer using Data Buffer Cell Loop logic. I need to check the cell status on each record and perform certain actions based on the status. Specifically, I want to make sure all 12 Account-Type dimensions are referencing a base member and correct them if they aren't.However, I'm not getting the correct Cell Status when the cell is in a data buffer. For example this code creates two data cells and logs their status. (In this case, I'm looking at DataCells, but the behavior is identical on DataBufferCell objects). Metadata is from GolfStream.: Dim baseMemberFilter As String = "A#50200:O#Import:U2#None:U8#Test" Dim cellPk As DataCellPk = api.Data.ParseDataCellScript(baseMemberFilter) Dim cell As DataCell = api.Data.CreateDataCellObject(cellPk, True, 100, False, False) api.LogMessage("Base UD2 GetMemberScript: " & cell.DataCellPk.GetMemberScript(api)) api.LogMessage("Base UD2 CellStatus.UD2HasChildren: " & cell.CellStatus.UD2HasChildren) Dim

Hello All,I found two very instructive discussion on the forum:Extender: Export Metadata via Extender - OneStream Community (onestreamsoftware.com)Solved: Automatic back up of security - OneStream Community (onestreamsoftware.com)But still, if I export all dimensions in one file, the file is very heavy and hard to use. Can anyone tell me how can I make it with business rule?KeithBerry kudos for great solution you provided in another topicKind regardsJarek

Hello OneStream Community, I hope this message finds you well. I am reaching out to tap into the collective expertise of the community regarding metadata extraction from OneStream. Your insights and experiences on this topic would be invaluable. Process and Tools: What process and tools have you found effective for extracting metadata from OneStream? Are there any specific approaches, techniques, or best practices that have yielded successful results in your organization?Alation Software Integration: Has anyone in the community utilized Alation Software for metadata extraction from OneStream? If so, we would greatly appreciate hearing about your experience with integrating Alation and extracting metadata from OneStream. How well did Alation cater to your organization's requirements and enhance your metadata extraction capabilities?Connectors, APIs, and Custom Solutions: Can you provide specific details on any available connectors, APIs, or custom solutions that enable metadat

Hi All,I am using  FdxExecuteDataUnitTimePivot to export data from onestream cube, everything working as expected except one issue. i.e., I am using consolidation member C#Aggregated beacuse i want to export data for C#aggregated, but FdxExecuteDataUnitTimePivot is exporting data from C#CAD. All our users input data at C#CAD, also default currency on entity is CAD. Just want to know is this the known issue, or FDX designed to export only base currency? Is there any way to pull only C#aggregated with FdxExecuteDataUnitTimePivot.  

Hi Team, can we run or test the business rules or code snippets outside OneStream environment? Do we have any SDK's to setup and test locally?ThanksManju

Hi,  As an admin user I can add and delete rows from a SQL table editor. However a non-admin user does not have access to do so. They can view the data but the add/delete row button on the toolbar are greyed out. Can someone tell me how to give them access to add/delete rows? Thank you Mark

Hello experts,What is the impact of changing assigned entities from one workflow profile to another workflow profile (both being (base input type).Will there be any impact on prior data loads? Are there any other areas we should be careful with this change?Example:Entity A,B and C are assigned to a single workflow profile - WF1 and loaded via WF1.Import. Now, we'd like to divide them further for future loads by creating new smaller workflow profiles such that: WF1 will be stripped of all assigned entities & WF1.Import can be changed to a Central Import type for Entity A, B and C.Entity A is assigned to & loaded by WF2 (new WF created)Entity B is assigned to & loaded by WF3 (new WF created)Entity C is assigned to & loaded by WF4 (new WF created) Thanks,  

Are there any resources for building an external library?  I'm looking to build a dll and getting an ambiguous namespace issue for DbConnInfo.  It appears to be an issue between the OneStream.ClientWindowsBRApi.dll and OneStream.SharedDatabaseTables.dll.  

Hi,Are there any suggestions regarding best practices to store encryption key passphrases and SFTP passwords in OneStream, for usage by integrations ? How should those be stored ? We are using cloud version of OneStream.BR,Avijit

I have a complex expression on the amount field in a data source used to convert any non-local currencies to the local currency (see below). That complex expression currently runs on tabular data with the time period (CurTime) I reference to pull the FX rate in one field. I am now wanting to have this same complex expression used on a Matrix data source with time across 24 fields. Any thoughts on how this could be done? Is there a Column Number api I could use to define CurTime?   'This is to look to see if the entity is a non local USD entity and convert the USD data to Local Dim fields As List(Of String) = StringHelper.Splitstring(args.Line,",") Dim curEntity As String = fields(2) Dim UKEntityDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "iFinDept") Dim UKEntityDimTypeID As Integer = UKEntityDim.DimPk.DimTypeId Dim CurEntityID As Integer = BRApi.Finance.Members.GetMemberId(si,UKEntityDimTypeID , curEntity) Dim CurEntityLocCur As String = BRApi.Finance.

We have several workflows that involve many steps.  The requirement is to have a button in a dashboard that runs the entire sequence or sequences.  This is coded and works.The problem is when running workflows using a BR, the UI status doesn't update unless the refresh button is clicked.  This action is not practical when operating in a dashboard because it closes the dashboard.How can I update the UI workflow status indications from the business rule?I need to go from this:To this:Without clicking this: Or leaving the dashboard.

Hi Team,For one of the Integrations, have a query on how to extract the incremental data loaded in a particular month in OneStream, so for example if you are loading data for May twice, and if we had 1000 last time and 2000 this time, client wants the change amount report Thanks,Dhawal

Hello,I am trying to limit the access of certain entities so they they can only see there own entites, i have it set up on the entities, cube, and the workflow profile so they have their own groups for each of their own set of data. The only issue is when they load their text files it is fine but when they run the transformation rules every line shows up as an invalid intersection and the error message is "No Security Access" for each line. I saw an article that recommended going to data access on the cube but i tested them empty and i tested them with what i thought the escalation rules should look like with no luck. So i wanted to see if anyone had any other ideas on possible solutions or where i might be wrong.Thank you

Hello experts,How can we copy just data from an application to another?We have an on-premise setup and would like to copy data from prod environment to lower environment application.I know we can do simply do entire DB copy for that application, but it'll replace everything (like app artefacts).Is there a way we can just copy underlying data of an application? I noticed some data tables (BinaryData20xx, DataRecord20xx), but not sure if simply copying them will work. Thanks,Gaurav

Does anyone do regression testing when upgrading to a new version of OneStream or upgrading to a new version of a MarketPlace solution?  I'm looking for best practices, industry standards, etc. to more formalize this process for internal controls.