OneStream Platform Forums

Hi, I'm currently using a FDX query to create an automated Journal. Works basically fine but when the FDX query is completely empty it throws an exception error message. Not a very big deal but the users experience this as a failure of the system. Does someone know a way to avoid this throw or to customize the exception error message in case of an empty datatable? FYI a check on the datatable (f (Not dt Is Nothing) And (dt.Rows.count > 0) Then) still gives the throw.   Thanks!  

Hello,I am wondering if it is possible to open the Data Attachments box by clicking a button on a dashboard instead of right clicking on the cell and selecting Data Attachments for Selected Cell and then clicking the Create Data Attachment button?Thanks!

Hi All, I am trying to find the best way to load my budget day. I currently have 22 departments, 207 accounts and 100 facilities that I need to load too. Do either of you have any suggestions on what's the most effective way to get my data loaded in OneStream that will take the least amount of time? I greatly appreciate your input.   

I have two questions: ud3 text2 has text which is the entity on where we are going to seed to..  1) I want a memberlist where Text2 is not blank or has no data. I am wondering if Text2 <> '' is the correct way to go? 2) What is the syntax of brapi or api.logmessage to see what is in the memberlist?   'Dim memberFilter_UD3 As String = "Cb#CONCUBE:U3#PCHEAD.Descendants.Where(Text2 DoesNotContain '')" Dim memberFilter_UD3 As String = "Cb#CONCUBE:U3#PCHEAD.Descendants.Where(Text2 <> '')"Dim UD3List As List(Of Memberinfo) = api.Members.GetMembersUsingFilter(api.Pov.UD3Dim.DimPk,memberFilter_UD3)   'api.logmessage("UD3List", String.Join(vbnewline, memberFilter_UD3.Select(Function(x) x.GetType.FullName))) BRAPI.ErrorLog.LogMessage(si,"1_Target_ " & UD3List)   For each UD3 as Memberinfo in UD3List etc. etc. BRAPI.ErrorLog.LogMessage(si,"Test " & UD3.NameAndDescription)' &" " & UD3.Properties.GetUDProperties.Text2.GetValue())

Hi All, Is it possible to pass a member list, in my case flow members, as a list parameter in a cube view combo box? I know a delimited list would normally be used for this purpose however I need the list to be dynamic based on the dimension library and will be storing the selection to the Annotation view member. For context I am trying to allow the user to select a default mapping for an allocation rule which will require the user to select the lower-level default allocation member for a specific flow. Many thanks in advance. Nick

Hi All, We have a client who wants to exclude a subsidiary from their reporting rollup starting mid year in May 2022. Unfortunately the consolidation view is set to YTD so it appears that when we switch the consolidation percentage to zero then it reverses all of the YTD data for the whole year opposed to just excluding the data beginning in May.Is there a simple solution to resolve this? Or is a business rule required when divesting mid year? It seems like a requirement that should be pretty common and have a pretty straightforward solution like in Hyperion but we haven't had any luck so far.   Any thoughts or guidance is greatly appreciated.   Best, Joe  

Hello! How do you manage recurring journal entries? We go through a manual process where we pull the JE data out of OS, manipulate the information into a text file and load the text file to create whatever JEs are needed the next period but it's not an easy or straightforward process. Please let me know if you have a better way! Thanks, Nicole

This is probably quite a basic question. I have a vendor file with multiple currencies going to a single account. Can anyone advise the best way to do this as there is no option in the Data Source or Transformation rule to vary the currency. Do I use a separate member in the Flow dimension and set the "Flow Processing Type" to "Is Alternate Input Currency For All Accounts"? Appreciate the help - thanks

Hi I am looking for a way to restructure a part of our UD1 hierarchy but there over 1,600 lines to move so I don't really want to copy and move them individually to their new locations. Is there a way to upload the new structure and overwrite the old one, or a faster way of copy/move the base levels. Thanks Simon

Hello,I am creating a cube view to be used in a Dashboard on an Workflow in order for a client to enter Quarterly Commentary.I am having two issues.1. When I set the time on the Explanation Workflow(Annotation) column to a Quarter, I receive green cells and cannot enter a comment. When I switch it to the quarter month, I have white cells and can enter a comment. I just want to confirm that this is normal functionality and that we cannot write comments to the quarter.2. The second issue is that I would like to write the comment to the BeforeAdj Origin member. I am able to do this when I have the Explanation (Annotation) column looking to one of my Forecast scenarios. When I switch the column to look at the Actual scenario (which is the scenario I want to be looking at) the cells turn green. In this case, they only turn white if I switch the Origin member to Import. I must have a setting somewhere that needs to be adjusted but I am having trouble locating it. Any insights would be greatl

Hello, I'm trying to find a way to call an Extensibility Rule in Data Management sequence, is that possible? Thank you  

Hi  We are looking at inputting certain Balance sheet entries at Parent entities. Is there a way to get OneStream's intercompany matching tool to work Parent to parent (rather than either base to base or base to parent)  Ideally I don't want to substitute a 'proxy' base member when entering at the parent level  Thanks in advance 

TeamAm new to the Onestream. Can someone please guide me how to extract and load metadata in Onestream using flat files/Excel files.RegardsVarun

Hi all We have a process where we update dimensions and their children on a regular basis. This means we need to delete the relationships between parents and children and then reload the new updated dimensions...etc.  This takes a very long time, because we have a lot of dimensions.  Has anyone out here used a script to make this process faster, we we to not have to reload everthing, but only update the changes made to the different hierarchies? Thank you for any suggestions Nouria

hi, I was trying to use a cell format parameter I had stored in an Account Text field in a cube view using an XFBR rule.  Can this work?  My attempt below. thanks, Greg Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As ObjectTry If (args.FunctionName.XFEqualsIgnoreCase("CheckDataForVisibleColumn")) ThenReturn Me.CheckDataForVisibleColumn(si, globals, api, args)ElseIf (args.FunctionName.XFEqualsIgnoreCase("GetAccountFormatFromText")) ThenReturn Me.GetAccountFormatFromText(si, globals, api, args)End If Return NothingCatch ex As ExceptionThrow ErrorHandler.LogWrite(si, New XFException(si, ex))End TryEnd Function#Region "Standard Helper Functions" Public Function GetAccountFormatFromText (ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As StringTryDim AccountID As String = args.SubstVarSourceInfo.PovMembers.Account.MemberI

I am trying to populate 30 months with depreciation. So if an asset value is 300,000 $, and it is to be depreciated to zero in 30 months,  that would mean that I have to fill each month with 10,000$. Seems like standard, simple BR that has already been written. Does anyone know where I can find sample BR code for straight line depreciation?  

Hello team,I am wondering if I can call an UD détail with args.confirmationruleargs.info  ? I need to display and show only the data that fail based on UD.base , is it possible to do that on the info box in the confirm rules or should i do it through BRs and then call it in the conf rule? And do you have an idea what can be the syntax to show the base members of a specific UD that fail ?Thanks in advance , appreciate your help

Hi,Can anyone help in writing a confirmation rule where if Account starts with 4 and U3#00 has a value then the rule fails and the Account name is displayed.I am getting an error in running through the loop for all the account starting with 4, the rule probably stops at first match itself. If anyone could give the rule from scratch would be great!Thanks!

Hi all, While our Forecast or Plan scenarios are open to user input, we have hourly consolidations that are scheduled.  Sometimes our consolidations complete in 5-10 minutes, and users are able to validate their data by 10 minutes past the hour.  Sometimes the consolidations run long if they overlap with Process Cubes.  Does anyone use a dashboard to show end-users success/failure of consolidations or other types of status messages?  They did express resistance to being added to email notifications that our administrators get each hour.     I appreciate any tips/tricks/best practices you might be using. David Geci (Red Hat)

Our company currently has an internally development Microsoft SharePoint site that we utilize for our subsidiary entities to submit documentation to Corporate to consolidate the annual financial statements. It's specifically used for our year end submissions such as audit support, audit reconciliations, audit reports, etc. that is all reviewed for the annual audit. Tax also uses it for quarterly submissions that entities are required to submit to Corporate. The reason we use it, is because we have specific security levels assigned to each entity to ensure folks aren't able to view other entity results and submissions. In addition, we get email notifications of when something gets sent to us. Microsoft made changes to their security paraments and managing the site is becoming more and more challenging. It would be nice for OS to develop an application for users to upload document submissions using the security settings set up in the consolidation tool and would help with the postal serv

Hi - I know the below code is not a good practice but is there is an alternative way to set the data =0 because I want to clear all Origin Base member and UD2 base. Any help would be appreciated ?    api.Data.Calculate("A#ACCT:F#EndBalInput:UD1#" & ud1Member & ":UD3#" & ud3Member & ":I#" & icpMember & ":C#USD:O#All:UD2#All:UD4#None:UD5#None:UD6#None:UD7#None:UD8#None = 0")    

Hello, community! I'm not sure what the real difference between validate vs retransform would be. Look at my example: On purpose, I changed the IC to false, and I ran the retransform. It presented the intersection error, but the transformation and intersections are shown as valid when checking task activity. Thank you for your help.     Oliveira, Vanessa    

Hello! When we create a new DEV app copied from our PROD app, the Task Scheduler jobs need to all be disabled in the new DEV app. We have a static text file that we load which generally works fine but we need to remember to keep that file up to date as we add new tasks. Does anyone have a good way to disable all tasks? I don't necessarily want to delete them in case that's what we're testing in the DEV app but I'm open to hearing any suggestions you may have.  Thanks, Nicole

Hi is there a way to display account (or any other element desctiption) while entering journal entries? Thanks, Marcello  

We have an entity that has been sold and it's last data load into OneStream was in October.  We need to load the same data into November and December.  I can do a Data Management copy job to load that same data with no issues.  This data contains local currency entities.  The issue we need to solve for, is this data needs to translate at the October rates for November and December so that at the top of the entity structure the data remains the same values, and not take into effect the November and December exchange rates.  Trying to figure out the best way to accomplish this.  Thank you!