OneStream Platform Forums

1. Why is the "Total number of stored records" same across all months for one year ?  

SOURCE: ONESTREAM CHAMPIONS Hi - I am trying to create a journal entry summary report, and am able to get most of my data from the application tables, however the created by, submitted by, etc user data are all just the unique identifiers, and not actual user names. Currently I only know of user names being kept in the Framework database location, in the SecUser table (or similar ones). Is there specific syntax I can use that will allow me to read from that database location (Framework) while running an SQL query capturing the rest of my data in the application database location through a dashboard data adapter? Or does this need to be done using a business rule to combine two tables? Thanks.

Hi,I'm trying to use a csv file from a filepath as a data source for my connector. Have saw this function in OneStream parser rule, I tried but it gives me an object reference error without any clue on the error message.api.Parser.ProcessTextFile(si, filePath, api.ProcessInfo, Nothing)with the following syntax Has anyone tried it before or have encounter the same issue as I am?How can I make it work?Thanks in advance for your response.

Hello,   I am requesting some assistance. I am trying to write a business rule that will exclude " 1 account and 1 department combination" from and entire rollup. For example, the all included account that is pulling is A#equip_rev and I am trying to exclude Account#410000, Dep#190 from the rule. Do anyone know how I should right that rule to exclude that account/department combination? Your help and feedback is greatly appreciated. 

Hi All,   I have created new Transformation Group and Profile ,If i try to link my group with Profile by using "Manage profile Members" icon i am not able to see the group name in the Available Groups list. Do we need to change any settings for that? Can anyone suggest?   Thanks, Dhanitha.

Hi, We will be setting up tables using Table Data Manager to store some filtered extract of application data. My question is how can on-prem folks access these tables? We were wondering whether we should just use on-prem database and use BR to extract the data to those on-prem tables. But this means we have to rely on IT to maintain those staging tables and access.  I prefer keeping the tables in Onestream app and give access to those tables. Thank you, Mikki

Happy Feb! how do I sync Prod with DEV ? We made a lot of changes to DEV over the past 5 months - but didn't upload all of our changes.  We are thinking of exporting a complete extract of metadata, Cubeviews, dashboards, datamanagement, DataSources to xml from DEV - then delete all metadata, Cubeviews, dashboards, datamanagement, DataSources before uploading our extract to PROD?  Both servers are in different physical locations and therefore have different firewalls. Is there an article regarding life-cycle management for OneStream ?  

Hi. I've created a multiselect parameter where the selection will be passed into another parameter. Param1 -> Multiselect combo box(Eg: Level 2 members selected as "US" and "ASIA") Param2 -> Should be populated based on the Param1 selection(Eg: Level 4 members "NY","PH","AZ" of "US" and "IND,SG,TH" of "ASIA" should be listed) Below options dint work. U1#Root.List(|!Param1!|).Base U1#|!Param1!|.Base Need suggestions

Hi, how many periods can be loaded and validated at once?  I have the need to load 360 periods, but I seem to be getting timed out. thanks,Greg 

Hello, Is it possible to modify datamanagement job description on the fly ? We want adding more info for monitoring issues.  

Hi all, I created a workflow Import profile with the Workspace/Import/Validate/Load steps. Inside the Workspace step, I added a Dashboard that has a button, which, in turn, has an Extensible BR that executes the following:Downloads a file from an external source and leaves it in the file ShareAfter that, this file is imported with the Import step through a Dashboard Extender BR called from the same Extensible Rule, which Imports, Validates and Loads the same workflow profile.I would like to see the Taskbar progress and also to automatically refresh the workflow profile status:If the button launches the Extensible Rule, I see the Taskbar progress but the workflow status is not automatically refreshed.If the button launches the Dashboard Extender BR, the workflow is automatically refreshed but the Taskbar progress is not shown.Could we have both functionality? Have you seen it before? If yes, could anyone send me an example of the code us

Hi,We are seeing the below issue on data load process.we always see the last file uploaded, it seems if you upload another before one is deleted.If you upload another file you will see only that one and not the rest of the files.We want to see the all upload files .Please suggest.Regards,Rk

Hello,We need to create bulk users to perform stress test.We tried to use the suggested solution in the post Solved: Re: Issue with bulk native user creation using internal authentication. - OneStream Community (onestreamsoftware.com), by removing the line <encryptedPassword> in the XML file, in order to have the default password, without success.We would like to provide directly a different password to each user (even if he will have to change it afterwards).What are the best practices to perform it ?Thanks,Regards,Harry 

Hello, we are 'suddenly' seeing an increase in the time for a matrix data source import to complete the validate intersections step.  It has gone from 5 minutes to over 2.5 hours to complete one step during the import step of the workflow.  The subsequent cube load takes another 2+ hours of time once the validation step completes (for a total execution time now over 5 hours).We have backed out all changes since the previous execution that completed in 5 minutes with no change to the time.  We currently are not suppressing zeros on the data source, however even with that enabled in our QA instance, the time to complete the validate intersections step is still much longer than 5 minutes (40+ minutes).Any suggestions on what else we can check?  We are currently on platform version 7.0.1. 

Hello All, We have a requirement to make some text display dynamically showing or not based on whether the entity member selected in a combo box is a base member or a parent. In my XFBR, I found this function that would give me this information but when I set it up, it returns me false, whereas in some cases, the entity selected had children (so is a parent). "Dim IsParent As Boolean = BRApi.Finance.Entity.HasChildren(si, EntitydimPk, SelectedEntityID, Nothing)" Could you let me know where my function's set up could be wrong or also if you would propose to use an other solution to achieve this requirement ? Thank you

Is it possible to create a popup msg in a DM business rule like the msg below (created when 'Complete' is clicked).  The Load button calls a DB business Rule and I need to first check if WF channel is locked or not.  If locked I'd like to notify the user that the channel is locked and the BR is running    

When OS call an authentification API, OS use the IMPLICIT parameter. This parameter is deprecated since 2 years. When are you going to update these calls with the new standards?

The default length of visible line items for comboboxes seems to be eight. Is it possible to change this to larger numbers? Often there is more space on the screen and this would help avoid unnecessary scrolling. Thanks! (example from GolfStream App)    

This was posted originally in 2019 and added to Office Hours in 2021. Please See below for follow-up question: Question:  Is it possible to have a historical override for a single account, but for multiple currencies?  If I have an equity account which I would like to have a USD override amount, a GBP override amount, etc.  On the Override account settings, I can only choose 1 currency.  How can I resolve this? Answer Yes, this is possible but on your closing balance Flow member, you will have to use a rule instead of the “Source Member for Alternate Input Currency” property, since as stated in the question, you can only choose one member here. The flow would look something like this: Opening Activity FX Closing This member would have a rule that uses this logic: If base entity and foreign currency then   If currency is EUR, then = Override_EUR   If currency is GBP, then = Override_GBP, etc… End If Overrides (one for each potential currency you

Hi All,I am wondering if anyone has an opinion on using slice security for specific UD3 level security vs. using a Finance Business Rule to control access to certain UD3 members.  Basically, I am looking to say if a user is in a certain security group, they should not be able to write data to certain UD3 members.  I believe it can easily be written using slice security (Cube Data Access Security) or with a conditional input FBR (if user in g.  I see an advantage to not having to update every entity with turning the Data Access Security to True and potentially adding categories vs with a BR, just writing a rule that doesn't touch metadata.  I tend to typically try to avoid 'touching' existing metadata if I don't have to especially when adding in a Planning Cube next to a pre-existing and well established Consolidation Cube.  Does anyone know if there is any real pro/con to either approach other than less updating of metadata which I mention above?  Would pe

Hey everyone -  How do I clear data from these workflow manual imports automatically?Right now, I've been going through each month one by one. Wondering if there is a BR that can run them all together and clear up data from those specific imports and time dimension. Here are the steps I want to follow: Navigate to import that needs to be cleared > Clear > Re-Transform > Validate > Load Cube    

Is it possible to add an assembly reference to OneStream that will allow the BRApi to reference the Microsoft Outlook Object Library....or any other library that is not currently included in the OneStream.I would like to provide a dashboard button that allows the user to open up a new Outlook email message.  Done similarly in other VB.NET projects like this<add assembly="Microsoft.Office.Interop.Outlook, Version=11.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c"/>  Imports outlook = Microsoft.Office.Interop.OutlookDim OutlookMessage As outlook.MailItemDim AppOutlook As New outlook.ApplicationTryOutlookMessage = AppOutlook.CreateItem(outlook.OlItemType.olMailItem)Dim Recipents As outlook.Recipients = OutlookMessage.RecipientsRecipents.Add("myemail@hotmail.com")OutlookMessage.Subject = "Sending through Outlook"OutlookMessage.Body = "Testing outlook Mail"OutlookMessage.BodyFormat = outlook.OlBodyFormat.olFormatHTMLOutlookMessage.Send()Catch ex As ExceptionMes

I would like to know from fellow OneStreamers how you’ve done your monthly and quartely forecasting process. I’m not necessarily looking for a solution. Just ideas on how this can be done.i need to seed the forecast from actual and budget and then be able to visualize them through the workflow and be able to adjust budget data through load of file. how can i link the BR of copy with the workflow and to adjust the data , is it possible to override the data copied by loading a file ? i thought about adding a workspace for the BR of copy than import on the workflow name but i am wondering if there is better solution (best practice) for the forecast process.

Hi all, When I come into the marketplace to start evaulating when I should do my next software update, I see that there is a dropdown in the platform area that shows 7.1.3, 7.2.1/2/3, 7.3.0/1. I'm updating from 7.0.1 and would like to access 7.1.1/2 even though they are minor hotfixes, they should still be available for completeness? Maybe they're available somewhere else? Thanks for any insight

Hi All,We'd like to have a Form Template available only until 2022M9. To do so, we've entered the following parameters in the member Frequency filter of the Form Template:Is it possible to have a more dynamic way to apply frequency to all previous periods, other than hard listing it?  Thanks in advance!