OneStream Platform Forums

Hi all,  I recently was going through a V8 upgrade and found that the documentation on ERPConnect with SIC was quite sparse.  I hope this post helps anyone who might be struggling as I was a few days ago.   Smart Integration Functions in Version 8 + now must make all calls using ERPConnect and referencing Dlls stored on the SIC Server.  Make sure you add your 'ERPConnectStandard20.dll' to the referenced assemblies property of the Smart Integration Function, this will allow ERPConnect and ERPConnect.Utils to be imported into your SIF.  You will likely also notice there is no IntelliSense for 3rd Party Dlls for SIF, which makes things a little tougher. Use this link for specifics related to the ERP Connect API.  ERPConnect.Utils.ReadTable - ERPConnect HelpCenter (theobald-software.com)   Smart Integration Function Snippet using ERPConnect  Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imp

We have a job that leverages the Global Time and Scenario to copy Actuals over into our Fcst Scenario.  My question is around the ability of a BR to change data in a certified scenario.  From what we are finding, even if we certify the Fcst Scenario, when the rule runs and the Global period has not changed, the BR copies/updates the Fcst period with Actuals.  Part of the problem is that sometimes we have to move the period forward for our operational folks while we are still working on Fcst so the Global Fcst scenario stays the same but the period get moved.  This then creates a situation where our DM jobs update the current period (Import Origin) with $$ which throws off our Fcst. My question is:  Is there a systematic way to prevent this or do I need to add logic in my BR to check the status of something (note: this copy is not tied to any WF's, just a general copy this to that). Goal is that once we certify our Fcst WF's (Entities are tied to these WF's), no

I am writing to the community to see if anyone knows of a way to programmatically update a Parameter from a Business Rule to update the Filter Property (for a Member List or really any type of list). I can see the way to set the "Default Value" of a property but not a way to update the List which the property gets its values from. The member Filter is set to just reference Net Sales, but what I'd like to really do here is build the Member Filter from a list that I create in a business rule (Dashboard Extender, call to an Extender Rule, etc). I only see these options: This will set the value to 2024, but it has to be already in the List... This throws an error after the 1st entry, but still won't render in a combo box because I'm not really adding it to the List of Member Filters... This will set the 1st value, but doesn't work for a list ... only 1 value... I don't see in the api an ability to modify the Filter property or really inspect a parameter and change its other properties.

Hi all,  I'm putting together confirmation rules for various forms, and have got a few working where the explained items clears a check to zero. These checks are isolated to a few accounts, and are pretty straightforward.  I am a bit stuck on creating the rules for the Balance Sheet variance form. The idea is that the users will provide commentary onto all Asset and Liability base accounts where the movement is over 50,000 Euros and over 5%. I started building my rule and ran some tests to see that the logic worked, but I haven't progressed much. See rule below. Sampling it on S_CashatBank account, I know there is a movement of 15,000 Euros in this workflow on one entity, so should pass above 100,000 but fail below 10,000. It fails on both amounts.  Also, where there is 1 confirmation rule looking at multiple accounts, how do people get to show on the confirmation page the different accounts that have failed the rule? Let's say there were 5 base members under I wasn't s

Hi there!I am using OS v8.1 and SIC with latest ERPConnectStandard20.dll and the other dlls.I can connect to SAP and retrieve data using READTABLE. Now I am trying to use CreateFunction but I am struggling.In my Smart Integration Function I have this :  Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq 'Added for SAP ERP Connect Imports Microsoft.VisualBasic Imports ERPConnect Imports ERPConnect.Utils Namespace OneStream.BusinessRule.SmartIntegrationFunction.SAPTest8 Public Class MainClass Public Shared Function RunOperation() As DataTable Dim r3Conn = New R3Connection("1.1.1.1", "00", "user", "pass", "EN", "224") r3Conn.Protocol = ClientProtocol.NWRFC r3Conn.Open() Dim r3Func As RFCFunction = r3Conn.CreateFunction("BAPI_MATERIAL_GET_DETAIL") r3Func.Exports("MATERIAL").ParamValue = "1001" r3Func.Execute() Return r3Func.Imports("MATERIA

Hi all,We built Cube Views with suppressed members to improve Cube View performance, as there would be too many rows visible in the Cube View without suppression. We use the "Allow Insert Suppressed Member" to insert suppressed members. In our case, intercompany data should be able to be added here. Our row suppression settings are as sown below: When an entity does not contain any data yet (a newly acquired entity), it is impossible to add a suppressed member, as all rows are suppressed.Is there a way to tackle this, so we are able to still suppress rows, but with the possibility to add suppressed rows, even when there is no data yet?Kind regards,Joris Klein Hulsecpmview

I have an interesting error appear when attempting to run an XFBR that simply returns "10"; in a C# XFBR rule.  The stack trace is below.  But this does appear to be an issue with the OneStream Libraries themselves rather than anything that has been developed - is that right?   Summary: Error in DbConnInfo.~DbConnInfo(). DbConnInfo should be used in a 'using' statement or Close() should be called explicitly. ----------------------------------------Description: Error in DbConnInfo.~DbConnInfo(). DbConnInfo should be used in a 'using' statement or Close() should be called explicitly.Error Time: 8/9/2024 10:42:39 AMError Level: ErrorTier: AppServerUser: david.fraserApplication: App_NameApp Server: NLCFT6APP1App Server Version: 8.2.1.16005App Server OS Version: Microsoft Windows NT 10.0.17763.0Session ID: 1650096c-0df5-4e1d-aac3-8ad9ad2561a3Error Log ID: 9b3d53fe-a285-4dbb-ba17-e9178258e139 Total Memory: 25,769,267,200 (24.00 GB)Memory In Use: 6,983,364,608 (6.50 GB)Private

I would like to know if it is possible to search for contains when selecting data in a combo box. Right now when we search in the combo box for a certain piece of information it is filtered by starts with but we want to know if it is possible to perform this search by contains in a combo box.    

Hello, I'm writing a cube view and our old report (not in OS) has a max value calculation in the columns that looks at the current years values for each entity. I tried writing a GetDataCell(Max(A#Account)) but it's giving me no values. I looked through Golf Stream but didn't find anything but a member ranking which doesn't help. I've also looked at the other Min/Max posts, but they're not exactly what I need. Thanks, Will

Hello community,  Has anyone used a cube view extender rule to change between the portrait/landscape paper orientation on a PDF report? In our example, we are trying to use a parameter that allows the user to select the column template set needed, and although the idea of calling out the CV column template name sounds logical, I don't think OS has the capability to do this, similar to a column name as shown in the below example. Putting it out there just in case, as I promised our user we will explore different avenues.  

Hi, Can we build a list in One stream. I believe there is functionality in HFM but not sure if we can replicate.  

hi we are using stored calc to apply tax rate on pre tax income and eventually calculating net income. Tax rate is pretty static throughout the year but it may change in middle of the year. we've given users to enter tax rate as applicable throughout the year so this tax computation remains dynamic. Actuals scenario is YTD.  the issue we're facing is if we change the % (lets say 20% up until Jan to May and starting April, it goes up to 25%). In other words, we want April YTD tax to be 25%, it is not footing to 25% at lower level. any ideas how to achieve this?  

Hi All,  Is there a way to the use cb#cube in the data buffer FilterMembers?  I'm trying the following, but it does not work.    Dim sourceBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("RemoveZeros(FilterMembers(Cb#Cube:V#Periodic, [A#123.Base], [U7#Top.Base]))",)   Thanks.

We have a dashboard attached to the high level workflow that displays the status of specific steps within workflows. These dashboards utilize Report components adapted from the standard ones. While I understand how to make cosmetic changes to these reports, I need advice on changing the type of data displayed. In particular I would like to display the name of the user who certified the workflow step. Thank you in advance.  

Hello I would like to change the 'can modify data' parameter of the two columns via a business rules : I want to put a conditionnal rule that says if the column "is store" = yes the corresponding cells in the columns "Opening Date" and "Closing Date" seizable if not the cells won't seizable. if anyone has already done this , your help will be much appreciated. thank's. Yanis.

I have a parameter for time that acts as the default for all reports. I'm trying to store in it the year. I want the parameter to take the GlobalYear so that I don't have to change the value manually every year.  Basically, I'm attempting this:  But it's not working

When I run a OneStream book, the time zone in the footer is in UTC, which is 5 hours different from my time zone CST.   However, if I run the individual cube views that are included in that book, the time zone is converted from UTC to CST.  How do I get my books to properly reflect the CST time zone in the footer of each page?  Book in UTC time Ran cube view from book afterward and it is in correct CST time Thanks!  

Hi - I am trying to call the DM job using RESTAPI call from Powershell using Basic Authentication . It is an On-Premise Environment and Version is 6.6. I know I can use the task scheduler but I requirement is to use the API. I have a PS Script but it failing and also failing in Postman with 404. The below is the script $User = ""$Token = ""$base64AuthInfo = [Convert]::ToBase64String([Text.Encoding]::ASCII.GetBytes("$($User):$($Token)"))$Header = @{Authorization = "Basic $base64AuthInfo"ACCEPT="application/json"}$ContentType = "application/json"$Url = "http://Host:Port/api/DataManagement/ExecuteStep"$Body = @{SequenceName="Sample"BaseWebServerUrl="http://Host:Port/OneStream"ApplicationName="Sample"}$json = $body | Convertto-JSONInvoke-RestMethod -Method 'Post' -Uri $url -Headers $Header -Body $json Any help would be appreciated. ThanksKrishna  

  Hi All In the below example value is displayed on every single combination of UDs.  This should only be calculated and written to each UD7 separately but calculated on Tops and displayed only on “NotDefined” for all other UDs. For any other POV combination- the result returned should be zero. Can we do something like this?   Dim Tops_NoUD7 As String = ":O#Top:I#Top:F#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U8#Top"Dim dEbit As Decimal = api.Data.GetDataCell("A#EBIT" & Tops_NoUD7).CellAmountDim dSalesProd As Decimal = api.Data.GetDataCell("A#SALESPROD" & Tops_NoUD7).CellAmountDim sEbitProd As Decimal = (dEbit/dSalesProd)*100Return sEbitProd

Hi Team, We have client requirement that, Member needs to be moved from one parent to other parent. In this process, it should not impact rollup data for old parent for historical months. If any handle this in the past, please share your thoughts on this or any inputs would be appreciated. Thank you.  

Hi there - Im looking to add a formula to my columns located in the cube view. I need it to pull global time + remaining target months. This involves two scenarios, so S#Actual and S#Target_FY24.    So If my POV global time is July, I need the formula to take (7 months of actuals using S#Actual) + (5 remaining months of target using S#target_FY24). I also need it to be dynamic so I dont have to touch each month, so when the POV gets switched to August, it would be (8 months of actuals + 4 months of target)

I have the routine below that exports data from a datatable to a file.  I am writing to "Documents\Users\" & si.UserName.   The file gets created correctly; I am now trying to pick up that file with a business rule.  I am not familiar with all of the XF file functions.  I need to ftp that file to a remote server.  How do I go about getting the full path the Document\Users folder from another Business Rule. Public Function DataTableToFile(ByVal si As SessionInfo, ByVal dt As DataTable, ByVal strFilePath As String, ByVal listColToSkip As List(Of String), ByVal Optional strSeparator As String = ",") As XFFileEx Dim strDt As String = Me.PrintDataTable(si, dt, strSeparator, 0, False, listColToSkip, """") Dim bytes() As Byte = System.Text.Encoding.UTF8.GetBytes(strDt) Dim fileinfo As New XFFileInfo(fileSystemLocation.ApplicationDatabase, strFilePath) Dim xfFile As New XFFile(fileinfo, String.Empty, bytes) BRApi.FileSystem.InsertOrUpdateFile(si, xffil

I have an XFBR on the time filter on a Data Management step that pulls a list of time. When I run it on the Data Management tab it runs just fine and works. Now when i try to put that on a button to run on a dashboard, I get an error. I have tried using the Execute Data Management Sequence Server Task as well as running it through an extender rule. I am passing the required parameters to the either situation but im still getting an error? Why would it work on the Data Management Tab and not work while running it through a button?      

Our customer has been importing ANSI-encoded files to OS, which contains spanish characters, as 'ñ' and accents, for years. These characters were recognized properly until OS 6.8. But after migrating to 8.2.2, they are no long: 'España' is shown in the workflow as 'Espa�a'. This is a big issue for the customer, as they use the workflow stage tables for OS reports and export that data to a Data Warehouse. We have tested encoding a file as UTF-8 and worked, but changing the encoding the files is not a good solution for the customer as they load files from many different sources. This looks related to the migration: Is there any way to load ANSI-encoded files without this problem?

I have recently had the request of creating a Dimensions CSV Export File with Parent/Child Relationships including some member properties. I realised this wasn’t straightforward when Extensibility is used across the dimensionality. Specially with the requirement of presenting the hierarchy with the correct Sort Order. See Example Below: With the following set up: The CSV Out Put should be: I am sharing the solution we have implemented in case to help anyone with the same type of request/requirement. The attached Extender Business rule could be used in a Data Management Step as follows: It will create CSV file within the User Temp Folder with all the Parent Child Relationships including some properties: Currency (Only For Entity Type Dim), Text1-Text8. The solution will extract All Dimensions Type, including system dimensions. The code could be easily adapted to work of a Dimension Type List instead. Also, additional properties could be extracted as needed by modifying the Sub Routin