OneStream Platform Forums

Is there a function to lookup the name of a member from description.  I've been looking at the functions for a couple hours and cant find anything

Dear OS Experts, really appreciate your support on this, I have written a business rule for some generic calculations based on the calender months. the rule is working for USD currency but it not working for CAD. Any suggestions on this code corrections?     Namespace OneStream.BusinessRule.Finance.Temp234Calc Public Class MainClass #Region "Main - xxx Calculation" Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object Try   Dim timePeriod As String = api.Pov.Time.Name Dim entityCode As String = api.Pov.Entity.Name Dim monthNumber As SByte = api.Time.GetPeriodNumFromId Dim yearNumber As Short = TimeDimHelper.GetSubComponentsFromName(timePeriod).Year Dim currScenario As String = api.Pov.Scenario.Name Dim currCons As ViewMember = api.Scenario.GetConsolidationView() Dim localCurrency As String = api.pov.Cons.Name   Dim conversionMonth As String = args.CustomCalculateA

Dear Community, I didnt find a good hint wihin the reference guide. So, I hope you can help me.  I know a Quick View POV is always set to be the default, which is set in Onestream. Otherwise I see, that Account or time can´t be adjusted. It is always the same "starting quick view" which is visible. So, I wanted to know if there is a way to set the POV to be different per each user or user group.  In example, if a finance user starts a quick view, he/she should initial see, what they want to see. Meanwhile an administrator should see something different, without the need of changing the POV.  Do you know if it is possible to change the initial POV? Or is the initial one always the same?Best Regards, Markus

Hi Everyone, We need to understand the scenario settings due to which we can avoid the data backing off (shown as derived, not stored value) for the next month when we enter a data in a periodic view. After digging up the community, we found some posts redirecting to change No Data Zero View for the scenario to YTD but that still doesn't solve this behavior. Is there any particular in the application/scenario where I can change to show no activity months as "0"?Thanks!JackLacava 

When loading data through a workflow- and when "Load and Transform" is clicked-> we can get Import error like below. Where are these import error stored? I need to put the contents of below error in an email.     Where are these errors stored. 

Does anyone know what this error message means when trying to create an Extensible Word document? How do you create a document in Task Manager?  

Our Currency Override formula in the Flow Dim (EndBal_Input) has been working great, no issues. We have been using IC Elim's on all of our Balance Sheet accounts except Equity/Investments.  All of our E/I accounts are Currency overrides.  We turned this IC on in January and are now noticing that the Elim amt is the FX calc'ed value and not the Currency Override value.  Thus not zeroing out at O#:Top.  Not sure how to adjust the O#Elimination member at the parent level for IC members.  Any suggestions on how I might go about fixing.  Not sure if I need to include a fourmla in the Flow Dim to handle different Origins or if it is handled elsewhere.  Just looking for ideas to think about. In my example below you can see the Elim amount is using the Closing FX rate and not the Fixed USD amt or rate.   Clarke  

Hi, I need to make sure the first tab updates when the data changes on another tab after saving.  I tried to add the refresh on that save button and redraw that component from the first tab .   Is there a way to make this happen with the tabs.  I have to currently refresh the page in the upper right when I go to the first tab. Thanks, Sharon

What operation triggered in Transformation Event Handler when import process fails. For example, when Validation mapping fails: Operation Failed is Transformation.ValTrans.FinalizeValidateTransform   For example, when Validate Intersection fails: Operation Failed is Transformation.ValIntersect.FinalizeValidateIntersect   I am looking for similar event name when Import Process in workflow is failed.

Since upgrading to 8.4, the client is unable to see results in report view. They were able to under 8.2. Is this a known issue?  Here's all we see...  

Hello, Im tryin to derive few rows like this:E#[*]=HQ_MANTUGR:A#[R69204ALLOC]=R79204ALLOC:U7#[MREA01]=AREA01:U8#[EUR]=Noneis there any otpion i can use to tell the system to replace only the "6" in the account name R69204ALLOC by 7 to get R79204ALLOC and the "M" in the UD7 Name by A to get AREA01 ?  if this requires a business rule and you have one exemple please share it with me 🙂 thanks for you help

Auto Translation Property will impact the systeam performance in consoladation?

Hi , We are trying to upgrade our OS version from 7.4 to 8.4. We are following the Manual Guide provided by Onestream, and done with all the instruction as stated, But we are stuck at the last part where we need to configure the IIS Manager.  I am not sure what should be entered in the Username and Passoword. Our system is On-Prem and we used to connect to the software using this domain http::localhost:50001/Onestreamweb. Let's say my Username is ABC and password is 123. What should I write in the Username section ? Because some online instruction manuals say I have to write "domain/username" in here. I have tried multiple combinations but the connection is not working out. Please find some attachments below for reference.  Looking forward to your support and guidance, Any help would be appreciated

Hello - recently in our Production environment a new user inadvertently locked and certified all of the workflows used for variance commentary before they were completed for the period. These workflows are descendants of the top workflow for the actual scenario type. We were eventually able to unlock and un-certify them, but going forward, is there a way to prevent this from occurring again without assigning specific user groups to each individual workflow? Right now, all of the users that enter variance commentary are in one user group, because their property assignments change on a regular basis, and it would create a maintenance headache for our admin team having to keep up with the much larger user group population. 

We are having typical issue with Metadata, it's a single currency application. The Auto Translation for Currencies property is Blank and doesn't have any value. But when I check System diagnostics I notice that for all Entities(~12k) this property is having value and there is a warning. If I go into the property and see there is no value in the Stored Value, but "Remove Stored Item" property is enabled which is saying that there is some hidden value. I had to manually goto each and every member and click on "Remove Stored Item" property to get rid of the value. Reloading the metadata with this property set to BLANK is also not helping solve the issue. How can this be resolved without manually updating each Entity. Any thoughts anyone ?

Hi there, I'm trying to clean up the column headers on my cube view so that it leaves the view blank.  I have achieved this by adding the view to the member filter and using adding the following text:Name( ). I needed to use the view member filter since I've adding a trailing 3-month average column, otherwise the view member is determined by a dashboard parameter.   This works fine except for the column where I've needed to use the second member filter to designate the scenario such as the forecast column.  Does anyone know how I can modify this to so that the view member is blank for all columns?  

Hi,  Trying to upgrade from 7.3 to 8.2, I've been follow the "Upgrade Guide" from Doc-On-Premise but I have an issue at the end of the process.  I updated all Databases and Server configuration files as the documentaion shows.  I have Microsoft.AspNetCore.App 8.0.3 and the desktop runtime  Microsoft.WindowsDesktop.App 8.0.3. AspNetCoreModuleV2 is installed too.    But, when I try to connect to OneStream, the message is "Unable to connect to server using address "http://localhost:50001/OneStreamWeb": I've checked Event Viewer to get more detail about the issue and I got this information:  Thanks in advance for any help.  Regards    

Hi All,   I think i have a very simple requirement but i cant seem to get it to work. I just want the API to make use of the entity which the user is currently using in the workflow. The code i now have is as following                    Dim sURL As String = "xxx"                     Dim pkWFunitPk As WorkflowUnitPk = BRApi.Workflow.General.GetWorkflowUnitPk(si) Dim sYear As String = TimeDimHelper.GetYearFromId(pkWFunitPk.TimeKey).ToString                         Dim sPeriod As String = TimeDimHelper.GetSubComponentsFromId(pkWFunitPk.TimeKey).Month.ToString                         Dim sAPIKey As String = "xxx"                         Dim sYearPeriodParam As String = String.Format("?yearPeriod={0}{1}", sYe

When loading data to cube, through workflow step.  We can get Load error as below: Where are these load errors stored? I need to put these errors in an email content

Hi team , My client is demerging . So their current app has to be split into two new apps based on Entity structure.  What is the usual data migration strategy that is used ?  My question is more focused on Data Migration :  There are 4  sets of data :  1. Data Corresponding to Origin Import :  2. Data Corresponding to Forms  3. Data Corresponding to AdjInput ( i.e Journals Data) ( Along with Journal Information )  - Do we need to pass the journals again to the new Application or is there a way to export ( can be done using DM but any other way ) and importing them back in ?  4. Annotations  What is the best practices around it ?  What are the things that one should take care about ?  Regards, SS  

So this seems like it should be easy, and still may be, but it has me stumpt.  If I know the name of a cube, say "Houston" from Golftream, how can I determine within a business rule what Attribute and Value dimensions that cube has active for its various scenario types?  So in this example, for the Actual sceanrio type, Houston only has Attribute1 active with an alias of "InvoiceNo".  I can not figure out where to find this information.  I looked at both the Cube and CubeInfo classes but nothing jumps out at me.  It seems like CubeInfo has everything else but this information so maybe it is there but just not sure what property is is buried in.  Has anyone had to get this information for a business rule before?

Hello,   We have recently upgraded to v8.   With the new security properties on Adjustment Workflow Profile disabled, users still don't have the "Quick Post" button after creating a journal :  -Prevent Self-Post = False  -Prevent Self-Approval = False   Users have access to the 3 journal steps :  -Journal Process Group -Journal Approval Group -Journal Post Group   Does anyone know how to activate the Quick Post functionnality ?  Thank you.   Regards, Tahina  

Can you please provide a snippet of Finance Business Rule code showing allocation of data based on a driver.

Hi Guys, We got a request from user to get data from 2023M12 from actual scenario to forecast scenario. for Balace sheet accounts, the value from 2023M12 to be same till 2024M12 for specific account.  Can anyone help me to find way to retain same value for BS account, i have tried but due to activity calculation and endbalance input value, the value become zero for all the months. ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- If Not api.Entity.HasChildren() AndAlso (api.Cons.IsLocalCurrencyForEntity()) Then Api.Data.Calculate("S#FCST_6_6_Test_Same_value:A#121010:V#YTD:T#2024M1:O#Import:U2#None:U3#None:U4#None:U5#None:U6#None:U8#None = S#Actual_Proforma:A#121010:V#YTD:T#2023M12:O#Top:U2#None:U3#None:U4#None:U5#None:U6#None:U8#None")End If If Not api.Entity.HasChildren() AndAlso (api.Cons.IsLocalCurrencyForEntity()) Then Api.Data.Calculate("S#FCST_6_6_Test_Same_v

Hi, I have downloaded the Narrative Reporting solution from Marketplace but 'Mode' dropdown option is not available in the Narrative Reporting Dashboard where it usually should be (I have drawn a blue box). Ss attached Please assist.