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Hi all,I'm working on a Business rule that will be triggered as soon as a user clicks on a button within a dashboard.Is there a way to retrieve the Username of the user that clicks on the button? Thanks in ad

Creating a post for custom coloring in dashboards.   For example, Onestream's dashboard selections give the option for custom color, however, it does not let you select it in the formatting. It only shows the option for #FF00000 (at least from what I have seen).   The above format is HTML coloring codes that can be manually updated in the display format Typically when matching client colors I am given RGB color codes, So I use the below converter to get the HTML code and add #FF to the beginning of the provided hex code.   https://www.w3schools.com/colors/colors_converter.asp  

  Scenarios always must utilize the FX rates on the Cube 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 - is there a way to make the below work inside GetDataBufferUsingFormula .Getting Error processing script 'V#Periodic:F#EndBal_Input:A#:U1#USF02'.Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(V#Periodic:F#EndBal_Input:S#Actual:T#" & sLastActMth & ":U1#" & mCostCenter.Member.name & ",[A#[PNL].Base.Where((Name StartsWith '4') or (Name StartsWith '5') or (Name StartsWith '7') or (Name StartsWith 'X'))], [U3#[TopUD3].Base],[U2#[TopUD2].Base])").Looks like not recognizing filter with 'or' inside where clause.  Below works fine without an 'or' condition.Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(V#Periodic:F#EndBal_Input:S#Actual:T#" & sLastActMth & ":U1#" & mCostCenter.Member.name & ",[A#[PNL].Base.Where(Name StartsWith '4')], [U3#[TopUD3].Base],[U2#[TopUD2].Base])").

Hey all, I'm struggling to figure out how to define a TableViewColumn to be of type Decimal instead of the default type being Text. I'm in the section where I create a TableViewRowHeader and adding TableViewColumns to it. I can create a new column: Dim myTableViewColumn As New TableViewColumn myTableViewColumn.Name = "Col1" But when I try to set the type to this column, I get an error " Input string was not in a correct format." when trying to retrieve the table: myTableViewColumn.DataType = XFDataType.Decimal Is this syntax correct? I'm assuming that it's in the column definition where I should be defining the datatype but now not so sure. Hopefully someone can point me in the right direction.   As a side note,  page 15 in the Table Views User Guide makes reference to a function called CreateTableViewColumn. Is this a custom function or part of the OS library. The compiler doesn't recognize this function.    

Is there any way we can use the transformation profile one to one mappings in a data table. Preferable to use in a connecter Drill back code. Is there any Data base table for the same.If not, we have a create a custom XFC table in application DB to refer the same that replicates the transformation profile.

Hi all,the SetDataCell command I am trying to use is behaving in a strange way and I would like to check if that is a bug, if it is by design, or if I may be doing something wrong.I am trying to use the SetDataCell command to clear data on the Origin=Forms. The command looks like this (it is part of a custom calc rule):'Clear data on the Form memberapi.Data.SetDataCell("Cb#Main:E#" & MainPovEntity & ":S#" & MainPovScenario & ":A#AC410000:U1#None:U2#None:U3#" & UD3Name & ":U4#None:U5#Local_GAAP:U6#None:U7#None:U8#None:O#Forms", 0, True)Now, if the UD3 member which I am trying to clear has data on the Origin=Import member, the Forms member is correctly set to zero by the rule. However, if the UD3 member has no data on the Origin=Import member (on that specific Pov intersection defined by the rule above), the Forms member retains its value. Anyone else experienced this behavior? Thank you

Hello,I'm trying to create a confirmation rule that looks if these two accounts have a difference of 10k USD or more and if so it looks to see if it has a comment (annotation) made by our user and if it doesn't it will fail. So far I got the first part to see if the value is over 10k, but checking it to see if there's a comment also is confusing me. args.ConfirmationRuleArgs.DisplayValue = math.Round(api.Data.GetDataCell("A#Bad_Debt_Comp:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 2) If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) > 10000 Then args.ConfirmationRuleArgs.Info1 = "Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) args.ConfirmationRuleArgs.Info2 = "CCM Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#CCMBadDebt:U1#Top1:U2

If I have data coming from a connector in OneStream, and then I submit a sheet having XfSetCell formulas, what values will remain in OneStream after consolidation (having the same dimensions intersection)? The data coming from the connector, or the data submitted via XfSetCell? Thanks!

Hi, I'd like to use the ClearStageData function within a business rule. I am already successfully using other similar functions like ExecuteParseAndTransform or LoadCube. This is the sample given within OneStream: Dim objLoadTransformProcessInfo As LoadTransformProcessInfo = BRApi.Import.Process.ClearStageData(si, wfClusterPk, sourceId)   The issue I have with the ClearStageData function is that I don't understand what I should pass as sourceId. Can any of you clarify it or point me to any relevant documentation? Thank you

OS Version 7.4.2I have a SQL Table Editor in a dashboard.  Three columns: Date, Amount, Descr.  The user can edit Amount and Descr. No Inserts, no deletes.The table loads with a bunch of dates.  The user fills in amounts in records where needed. The descr and amount columns both accept nulls.With the "Save Data Server Task" set to "No Task", when an amount is added to one record (or several), and save is clicked, the following error occurs:With the "Save Data Server Task" set to "Execute Dashboard Extender Business Rule", I specify a Rule and get the same "Wrong Number of database rows" error.If I use the SQL Table Editor code supplied by OneStream in the Rule, the error in the log is:I'm trying another version of this which omits the use of the Using block. Same "Wrong Number of database rows" error and the log just shows "Unknown Error"  Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByV

Hello,We have received a question from a client's audit team and was hoping someone could point to any documentation regarding this as I've searched but couldn't find anything. Does anyone, OneStream or otherwise, have access to the default 'Administrator' account that is in OneStream applications? It seems like it is used to run the automated tasks like taking system diagnostic snapshots. Just need to know if anyone can access the account or if it is really just for system tasks. Thanks.

Dear Team, I'm trying to use 2023 time member, to see all YTD values till today, but it seems to be empty.It doesn't make sense as we reported Jan-Apr figures. I have made a consolidation on T#2023 member, but it doesn't change anything. Am I missing something? Thanks!

Well, I actually have a question about this, but the subject starting with "Fict or Fiction" sounded cool to me. I'm pretty sure I read somewhere that in a future of OS, a limited web access will be restored, especially for those remote users inputting a small set of data in remote places in big organizations (e.g. accounting companies doing the book keeping for small remote subsidiaries of big organizations that are not really interested in installing and dealing with OS application for such a small task). But now I can't see anything about it. And I have the feeling I dreamed about it. Is this thing planned? By the way, I have some clients still running old versions where web access is possible. For me and few other people working there, navigation via web browser is incredibly much faster than with the OS windows application. Basically each click opens a page (e.g. dimensions or any standard page) nearly immediately, while at all other clients with OS applicaton, this takes from 1 s

Hi,Can we create a database table in OneStream Cloud that we can customize with our own data/columns and run report of? Any document that I can refer to?Thanks in advance,Mikki  

Hello All,We have created a weekly forecast dashboard for our users (weeks are mapped as scenario, e.g. Week1, Week2 etc.) and intend to restrict them to current week scenarios only to avoid posting to a wrong one.Currently we use parameter, where users select the current week from a drop down and input data, Is it possible to provide them access only to the relevant scenario (week) instead of giving them a drop down, without admins having to make changes every week?

Hello,We are currently building our workflows and don't understand the difference between pre-process and process. we have forms built out and we hit save to send the data through so I'm not understanding why they are needed and what is the difference? We have a process button at import as well so why would we have to pre-process in the review/form step of our workflow.  

Hi there,I'm testing out the capabilities of OneStream for a PoC. Is there any way for a front-end user to add new members to, e.g., an account dimension through a component of a dashboard? Ideally using a variable specified within the dashboard.In the example screenshot, I want to enter a name in the text box, press the green button, and have the specified name added to the dimension of the cube view below.Thanks!! 🙂

The below code copy the Prior Period FX Rates from one Type to Another. This will read the currency from the application properties. I have hard coded the Period but you can use WF or Global or Param and call in the DM/Dashboard.       'Get the Period Dim CurrentPeriod As String = "2021M1" Dim PriorPeriod As String = "2020M12" 'Get Currency from properties Dim objAppProperties As AppProperties = BRApi.Utilities.GetApplicationProperties(si) Dim currency() As String = objAppProperties.CurrencyFilter.Split(",") 'Add FX rates For Each c As String In currency Dim fxRatePkUsingNames As New FxRatePkUsingNames("AverageRate", PriorPeriod, c.ToString, "USD") Dim objFxRateUsingNames As FxRateUsingNames = BRApi.Finance.Data.GetStoredFxRate(si, fxRatePkUsingNames) If objFxRateUsingNames.Amount > 0 Then Dim fxTargetRatePkUsingNames As New FxRatePkUsingNames("ActPriorMon", CurrentPeriod, c.ToString, "USD") Di

Dear Community, Can we export a hierarchy/hierarchies into a relational table? For an instance if I want to export the complete hierarchy of any Dimension into a table view format whether it will be possible?  I could see we have a Load/Extract to extract the metadata for a hierarchy, is there any other way to showcase or export into it in the form of tables? 

We have a dashboard with a button that displays a dialog for user entry.  The base dashboard has a cubeview that needs to refresh based on the values modified via BRApi.Finance.Data.SetDataCellsUsingMemberScript() calls.  We are using a XFSelectionChangedUIActionType.CloseDialog task result to close the user entry dialog.  Is there a way to programmatically refresh the base dashboard?  

I need to test if a workflow channel is locked in a BR before performing the BR actions.  Can I test if the channel is locked?  How?

Hi All,Ive got a problem with transformation/load cube workflow steps in our build, It has been in our applications for over six months (an older dev application has the same problem). This error doesn't seem to cause a problem in our data although may affect a dimension we put into our application for future use, I want to isolate it regardless. The error is an "Object reference not set to an instance of an object error" and doesn't actually stop the workflow step from completing, making it difficult to track exactly what is going wrong. It also doesn't flag when compiling all business rules being only apparent whilst running the rule. This error occurs on all the load/retransform steps I have tested although that doesn't help much as a lot of our transformation rules overlap.Id really like to know if there is a way of viewing which business rule is failing on running these processes but cannot fathom how, is there a way to do this? Thanks,Tom 

I have been trying to give a couple of our users access to the Database Page in the System Pane. I created a new security group named DatabasePageAccess (and SystemPaneAccess) and add another security group and 2 specific users to this new group. I then changed the security group on the System Security Roles for the DatabasePage System User Interface Role to "DatabasePageAccess" and SystemPane to SystemPaneAccess. Asked the 2 users to test it out. They were able to see the System Pane now but cannot see the Database page still. I have been going in circles and cannot reason why they cannot see the database page when I seem to have done it all correctly. Has anyone else ever seen this?System Security Roles Screenshot from User (does not show the Database page as an option)  

I set up a Hybrid Scenario with a Data Binding Type of "Copy Input Data from Source Scenario." I tried following the example in the Design and Reference Guide (below) for the Origin dimension, where the properties are as follows:      - Member Filters to Exclude: O#Top.DescendantsInclusive      - Pre-aggregated Members: O#Top=O#Import     When force consolidating, I get data in both O#Import and O#Elimination, but O#Top for my source scenario and hybrid scenario agree. Is there any way to only copy data into O#Import? As a side note, if I change Pre-aggregated Members to O#Top=O#Elimination, I only get data in O#Elimination. Thanks! Molly