OneStream Platform Forums

  Hi all is there a way to setup  intercompany reconciliation reports to display company "codes and descriptions" rather that the simple company code?   Thanks Marcello  

Hi, How is it possible to update Entity Relationships through Business Rules, including Ownership Type, Percent Consolidation and Percent Ownership? It must be possible since the latest version of the Application Control Manager can also update entity relationship information, however I couldn't find it in the api.

Hi all, I am building a cube view for my end users to tell them the first common parent of two entities based on parameter inputs. However, I am having trouble with the BRApi.Finance.Members.GetFirstCommonParent formula as used in a Dashboard XFBR String. Here is the formula at prompt:  BRApi.Finance.Members.GetFirstCommonParent(si, dimPk, topMostMemberId, memberIdA, memberIdB, dimDisplayOptions)   The input for "topMostMemberId" seems to dominate the return value of the formula. If I put our top most entity hierarchy memberId into the input, the formula will return that value, even if it is not the first common parent. If tried a number of different inputs here, all of them seems to just spit out on the return.   What am I missing? Is there something in the dimDisplayOptions I need to toggle?  Here is my VBA:    If args.FunctionName.XFEqualsIgnoreCase("GFCP") ThenDim EntityInputName1 As String = args.NameValuePairs.XFGetValue("Entity1")Dim EntityInpu

For those of us that are software developers, we are accustomed to this message. "The underlying connection was closed: A connection that was expected to be kept alive was closed by the server. This issue occurred after 68 seconds." When this issue comes up, it is normally because of some event that breaks TCP connectivity.  Occasionally this happens because of network misconfiguration, or load-balancer misconfiguration.   This is one of two errors we are seeing after migrating our REST api workloads to onestream's Azure environment.  It happens fairly frequently, albeit in an unpredictable way.  I haven't found a pattern yet.  It doesn't happen on-premise.   If anyone has experience deploying a REST api solution to Azure, please let me know if this is an error message you encounter frequently.  It may not even be a problem with onestream's software; perhaps the root cause is with the Azure load-balancer.  I am also looking into other possible ex

Hi;  Would it be possible to run a Dashboard or Cube View using a Data Management job, and store the results as Excel and not as a PDF.  Appreciate any suggestion in the right direction.    thanks Kumar

Hi,We would like to export the TRX files and use them in an external BI setup and secondly we would like to shedule that export and have it happen on a regular basisThe format is just nicer to work with than the XML files, when you use the aplication export functionality.KrPer  

Hi all,   I'm trying to give the end-user the option to enter their forecasts in either 13 week increments (a quarter essentially) or for the full 52 weeks. This specific XFBR will determine the green cells below.   I'm unsure of what line 28 should be or if this XFBR could be easier to define. Week13Column and FullYearColumn are existing parameters that list 13 weeks of scenario and the full 52 weeks of scenario, respectively.   Thanks!

Hello, We are working to identify what Cube Views are used within the workflow structure.  For steps that include views of Forms, this is easy as the Form Audit tab shows exactly what Cube View is being used on the form.  For dashboards, we are having difficulty identifying which Cube Views are embedded within each dashboard easily.  We are aware of the "Show Objects That Reference the Selected Item" button within Cube Views, however it doesn't seem to show us clearly if a Cube View is included in a dashboard. Does anyone know an easier method to identify what Cube Views are included in each workflow step and dashboard? Thanks for the help!

We are currently deploying several OneStream modules [e.g., Consolidation, Account Reconciliation, Planning, etc] and several users reported while working through monthly Salesforce contributions, they encountered a roadblock in which the OneStream Microsoft Excel AddIn is not available while working with MS Excel files in Box.com folders.  Adding the OneStream MS Excel AddIn for the online version of Excel would provide a user a more seamless experience and eliminate additional steps for viewing/saving files.

Would anyone be willing to share how they are locking data to end users, but still allowing consolidation users to make adjustments?When implementing OneStream, we created workflows for users to load trial balance data, complete forms and load journals. We also created a “Corporate_Consol” workflow where we the Consolidation users could load journals after the workflows were locked. We figured out that if the top month for the workflow was not locked, but the workflow channels under were locked, users could still submit data in OneStream using Excel forms. Now we are locking the months under each workflow to avoid user changes. This makes it hard when we have post close adjustments to book in the “Corporate_Consol” workflow, as we have to unlock each of the workflow months where there is an adjustment needed for an entity in the workflow.Thank you for any help/input!

Hello, I want to refresh a particular component on the dashboard when save action is performed on a cube view  Any suggestions how i should approach this.   Thanks  Omkareshwar

OSAdmin  We have below Account structure and need some guidance to get Opening and Ending Count calculated for FTEs across Periodic/QTD/YTD and Fiscal Year views FTEs (Ending Balance) = Starting FTEs + Activity (Movements)    Starting FTEs (Opening Balance) = Prior Period FTEs value     Activity (Movements) (Flow) We are getting right results for periodic, not for YTD/QTD and Fiscal Year As a workaround Column and Row Overrides are being used to get right data set for FTEs accounts and this will create a dependency to add them to each and every cube view reports that will have above accounts, is there a way in OneStream where we can derive these using member formula or business rules Note:- Flow dimension is not being used and defaults "None" Any insights/guidance will be helpful Thanks in Advance

General Formatting One of the most important things you can do, to make you rules readable and helpful, is making sure they are properly formatted. There are some simple rules you should probably follow all the time: Proper Case – Function names are not case-sensitive; for example, api.data.calculate, Api.Data.Calculate, or API.DATA.CALCULATE, are treated as the same. Still, it is a best practice of VB style to be consistent and to capitalize judiciously. Proper case throughout the rules file makes it much easier to read. Always Comment – Add comments to most lines of code explaining what you are doing and why. Use the apostrophe at the beginning of the comment to make sure it is not interpreted as part of the rules. If this is done in a VB editor, it should turn green by default. Indentation is critical for readability – This is especially true when using any nested statements or conditionals. Those are explained below. Indentation should be done for any scripting, even scripting obj

The below code will delete the Security Group using extender rule.         Dim secGrp As List(Of Group) = Brapi.Security.Admin.GetGroups(si) For Each Item As Group In secGrp If Item.Name <> "Nobody" Or Item.Name <> "Administrators" Or Item.Name <> "Everyone" Brapi.Security.Admin.DeleteGroup(si,Item.Name) End If Next        

Anyone have an example how to create Json files within OS?(I need to create an export of Cube View and a Metadata extract in Json format, this will be triggered by a DM job.)

Hi! New to the community. I have a user that has to manage 10 or so entities and it rollforwards. He need to click on each entity to enter in the data. do you know if there is way to set up an excel import for a rollforward activity where i can put the rollfoward activity pieces down a column the entities across the top and then import that entire spreadsheet?

Hello,  I am trying to "translate" the system elements IDs of Origin and Consolidation dimension. I found that they are stored in the SQL database with the following IDs.   SELECT distinct [ConsId]FROM [ONESTREAM_FSK_TEST].[dbo].[vDataRecordAll]retuns this list176-136239-125737 SELECT distinct [OriginId]FROM [ONESTREAM_FSK_TEST].[dbo].[vDataRecordAll]retuns this list -999-33-30-32-12 Can you help me reconciling the IDs with the dimension elements? Thanks in advance Marcello

Hey everyone. We are implementing a use case for a client that requires import of transactional data found within a csv file. The data is comma delimited, and enclosed in quotes. For example, if the data source contained only three fields, this is what it would look like:"Field 1 value","Field 2 value","Field 3 value"The problem that I'm having is that sometimes, Field 2 also contains a quote in it. For example, the client sells parts, and Field 2 contains a description of the part. The description happens to contain a quote (for example, 2" pipe). The data extract routine the client uses automatically includes a second quote to cancel out the first. So the value of Field 2 in this example would be: 2"" pipe. The file, if opened in notepad, would look like this:"Field 1 value","2"" pipe","Field 3 value"I've not figured out a way for OneStream to correctly handle this. The only solution that seems to work is pre-processing the file to strip out instances of two double quotes that aren't

Can we pass a parameter in the Cube --> Data cell access security in the member filter section? I have tried using a parameter for the time dimension and it does not seem to work. But if i pass the member directly it works ok. I have tried using Member list as well as Literal value types in parameter. Attaching a reference below:  

Hello team,I need to know how we define the unassigned parent entities in the entity assignment for a WF ? Is it through a profile property or through an entity member property in the entity dimension ? i am not able to find some entities in some WF and it appears in others. Also , is it possible to call a function Entity base or hierarchy instead of calling entity by entity in the entity assignment tab ?Thanks 

Hi all, has anybody ever developed reports that connect directly to the SQL database? Do you know how security is applied? Is there an intelligent filter on the Onestream application security layer?   Our doubt comes from this example: 1. we developed a simple report showing data of journal (table JournalHeader)   2. the report shows many journals posted on several companies 3. we published the dashboard containing the report in OnePLace 4. Logged as a normal user with access rights to a specific entity we can see journals of all companies   So we think that security is not applied. We think that the same issue (security not aplied ) may happen to the standard "Application Reports" too.   Thanks is advance for the help  Marcello  

Hello All, I have 2 questions regarding interaction between workflow standard functionality and user's rights. When we use form templates, by default users can complete/revert form or the complete/revert Forms workflow. My client would like to adapt this behaviour so that user can complete their form/workflow but revert can only be done by admins, hence those buttons should remain greyed out/inactive for end user : is it possible ?   Also, when we complete a form or even lock centrally a whole workflow, that prevent any data input but still allow users to run calculations through buttons (which trigger data management jobs) that are present in the dashboard. Can we lock somehow the fact for end users to be able to run, or not, those calculations? Thanks for your help Matthieu

Hello! I have a question about other customer experiences and best practices regarding forecasting adjustments. We have forecast scenarios set up and previously would copy the entire scenario as the base for additional “adjustment” scenarios. We used these to toggle on or off certain risk adjustments in future periods but in order to save space and stop replicating so much data, we’re trying to move to another method instead. In our application, we have our UD3 set up as a more detailed Origin dimension where specific layers of adjustments are added (journal entries are split into more detail for GAAP or non-GAAP for example). This is where we were planning to add the adjustments but I wanted to check in with everyone else first to see if anyone has experience. Basically what we want is one scenario where I can pull a UD3 “base” of the expected forecast data then “base+adj1” which would be an alternate hierarchy of the base data plus adjustment 1. Then we’d replicate that alternate hie

We need detailed logging for troubleshooting and investigation of issues, so we have Detailed Logging=True. When set to True we like to hide all the details for the end-users when an error prompt is shown so only the administrators or specific role have access to all details in the detail logging.

The size necessary to buffer the XML content exceeded the buffer quoto while try to submit a journal entry..