OneStream Platform Forums

Hi all,   I came across a very helpful post that shows how to automate extracting metadata for backup. (original code at the bottom of post) https://community.onestreamsoftware.com/t5/Accepted-Code-Samples/Extender-Automate-Application-Metadata-Backup/ta-p/6914    I tried this business rule and it works perfectly, however I am looking for something a little more specific since this returns a massive dump of data. Basically, I am looking to automate a metadata xml extract of specific dimensions and their members / relationships separately into different files and combine them into a zip package. Is there any documentation that shows how to edit this xmlOptions syntax below to include specified return xml values instead of just extracting all items?  'Set the extract options Dim xmlOptions As New XmlExtractOptions xmlOptions.ExtractAllItems = True   Ideally in the package, each dimension would have two files. I would have two files as such: - TopU4 Members - TopU

Hi All,  I have a process that exports a dashboard and all of its components to XML.  It then reads through the XML and creates new objects.  The process works when I import the XML by hand.  I was wondering if there is a way to have the code: 1) delete objects if they exist 2) import the XML to create the new objects.    Thank you,Scott

In Application tab > Dimensions > Entity Dimensions > Member Properties, I have something configured in Text 4 and Text 5  field in Vary By Scenario Type And Time section. The goal is to display these 2 field values in a dashboard.   Questions are 1. How can I retrieve the data in SQL in data adapter? I input test data in Text 4 and find the value in both RelationshipProperty and MemberProperty tables. Which table and column should I use? What filters are needed to get the expected value? 2. Any data dictionary for OneStream application database? For this type of requirement, use SQL and data adapter to get the value for specific fields in the front end, how can I find the respective table / column / filter. Much Appreciated!      

The Data Cell is read-only because the Parent Workflow Profile 'FR Food HR' has no active Input Profiles for the Workflow Channels that are assigned to the Data Cell's Account and/or UD member. Entity=entityname, Account=Accountname, Origin=Forms.  

I have an issue I would be very interested in getting community's take on and I would greatly appreciate any direction: I am trying to deal with the case of a nested ownership: one  of our 100% owned subs owns a minority stake in the other sub, At the top consolidated level there should be no Minority Interest , but at intermediary consolidated level there should be. I created an intercompany account that is calculated at that intermediary consolidated level. Calculation seem to work fine. However, when consolidation reaches the first common parent between the 2 subs, elimination of this new account is not being triggered, even though correct partner is assigned (IC Matching report matches the relevant amounts) Here is the calculation: If (api.Cons.IsRelationshipLevel And api.Entity.OwnershipType().ToString = "Custom1") Dim entityID As Integer = api.POV.Entity.Memberpk.Memberid Dim parentID As Integer = api.POV.Parent.Memberpk.Memberid Dim pOwn As Decimal = api.Entity.Percent

If these are my parameters: (delimited list and input value) what would my columns be? This is ultimately what the report should look like:  

Hi , I added a row from a different table to the Drill back table, but it's also showing up on page 2. Does anyone have any idea why? Thanks,    

Hi, I'm wondering if anyone else has had a similar issue when creating DynamicCalc accounts that include a non-financial account member and a financial account member? I'm trying to create a revenue per day account that will use our A#SalesTot account and our A#IscSalDays account.  My formula is below: Return api.Data.GetDataCell("Divide(A#SALESTOT, E#DRIVER:C#Local:S#Plan:A#ISCSALDAYS:F#EndBal:O#Top:I#None:U1#None:U2#Top_UD2)") When I populate a cube view with each of these accounts separately, I get the correct data, but I can't figure out why the calculated account returns blank green cells.  Since I want to use the result in a dashboard chart, I can't use a column row math expression, which is how I calculate revenue per day in our other reports.

I was wondering if it is even possible to create a transformation rule which involves different dimensions like the following composite A#[5000-0002]:UD4#[2010]:UD2#[2412] but adding ranges to it. so instead of having 10 different TR that have the UD4 going from 2010, 2011, 2012 to 2020, have only one composite including a range for the UD4 mentioning 2010~2020. Is that possible? what would be the TR be?Thanks    

Hello OneStream community, I have an SQL table editor component current in one of my dashboard. My dashboard is defined by 2 embedded dashboard. for the sake of this example, the first one only has the SQL table editor, the second one hold a single button. Right now, when I click on the button, it should update something on the selected row of the SQL table editor. By doing so, it also refresh the dashboard. However, refreshing the dashboard will cause the row to be unselected. My question is : is there a way to refresh the SQL table editor without resetting the row selection ? Regards,

Does anyone know how to get access to the "OneStreamGatewayService" Import through a Smart Integration Function in OneStream WinApp.  I am trying to run remote business rules/ remote queries through SIC but cannot seem to find any documentation related to SIC Server assemblies needed, or BR Assemblies needed to access this Import.   See line 10 below  

I have some BIBlend tables I have created during testing of a Workflow. that I want to delete/Truncate Resetting the Scenario doesn't do it. Do I need to do it programatically or via a Data Management job? When I try this it tells me that the SQL is not safe (I have tried with TRUNCATE TABLE and DELETE) Thanks Steve

Using this prompt, what 6 transformation rules need to be built? Currently I have: 1. View YTD to YTD on a one-to-one 2. Account * mask 3. Entities * mask 4. UD 3 * mask Huron Energy Services (HES) is a global energy services company. Their User-Defined 3 dimension in OneStream is used for their Function code. The Function code represents the job function that a value falls under. For example, Function 62 is associated with Human Resources. So, salaries for employees in the Human Resources department will be coded to Function 62 (FCT_62). When loading data to OneStream, the project team has encountered a difficulty. For every expense account in their source system, there are two accounts in OneStream. These accounts are suffixed with "C" or "G", for Cost of Goods Sold (COGS) or Selling, General & Administrative (SG&A) expenses. For example, in their source system they have account 56789, but in OneStream they have accounts 56789C, which is part of the COGS rollup, and 56789G wh

Hi team, I was trying to run a reset scenario for a particular time period and encountered the following error:   Has anyone else experienced this issue or have any insights on how to resolve it? Any thoughts or suggestions would be greatly appreciated. Thanks!

Hi All -  I am wondering if anyone can point me in the right direction on how to reference a business rule to generate the SQL statement within a data adapter for SQL / External type data adapter? Any help would be greatly appreciated!

Hello Community, I have a puzzler for you.  My confirmation rule is set to evaluate a data intersection.  If the intersection is greater than zero, then an annotation is required in another intersection. I have tested both of the intersections in a quick view to ensure I have identified the correct data intersection members.   When tested, the rule identifies the numeric intersection (first condition), delivers the error message,  but does not identify the annotation intersection as being present.  Below is the rule: 'Check an Account value and if it is greater than zero, request a comment be made to a Cube View under the Analysis section of this pageargs.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell("Cb#Consol:E#" & api.Pov.Entity.Name &":T#WFPrior3:C#Local:S#Actual:V#YTD:A#9610:F#EndBalInput:O#BeforeAdj:I#None:U1#Admin:U2#Top2:U3#TLOB:U4#None:U5#None:U6#None:U7#USGAAP:U8#None").cellAmountIf args.ConfirmationRuleArgs.DisplayValue = 0 Th

Anyone aware if the Smart Connector solution supports a way to access a SMB fileshare on the clients network? Use case is that client uses a file-share for flat-file exchange

HI Can someone help on connecting a Dashboard report into Books, am trying to connect it to Books and then use the parcel service to publish the report to distribution list via email Regards Nara2757

Hi Everyone. I have some entities that have text at the end, for example “_Test”, and what I want to do is that in the data management I can remove the text at the end to use the original entities.Example: 12001_12000_Test to 12001_12000 I want to remove that in the section that is in the image, so I wanted to know if it is possible or if there is a solution so that the api.Data.calculate and api.Data.SetDataCell use that entity without the “_Test”.  

Hi all,I have a data management step which is of "execute business rule" type, and make use of parameters so that when I run it, it prompts me to select the parameters. The parameters are "member dialog" parameters.Now, since I want users to be able to run the step without giving them access to the Application tab, I am creating a dashboard that has a button in it to run the data management step.I have built some combo boxes that use "member list" parameters, created a data mng sequence that contains the data mng step, and a standard button which runs the data mng sequence. How do I pass the combo boxes selection to the data mng sequence?Thank you

Hello, we need to setup Data Cell Access Security based on our UD1 structure. UD1 defines our Business Unit structure and we need so setup security security on this. I spent days on this but I don´t get it to work the way we need it. We have consolidation users on different levels in the UD1 hierarchy: So some users are on to (group level - they need access on all data) some on divisional level (they should see all data within their division, so divisional level and all business units below) but the need to be restricted to their own division and are not allowed to see data of another dvision or business units which are not part of their division.   some on business unit level (they need so see all data within their business unit but not from other business units) and finally entity users: the only should have access to data on their entity/entities. How can I setup this so that it´sconvenient to maintain and all security need get met?   Regards Martin

We have created a book that when run outputs an Excel file that is 67 tabs.  It can take 20+ minutes to run on our desktop Clients and many times will time out if we are at home vs. in the office.  Anybody ever created something that would allow this book to run on the server and save the output to the Application Folder.  That would allow it to run using the Server resources and only impact our laptops when downloading the file, which should be manageable. 

It would be helpful if there was a way to toggle the "Include Cell Attachment Status" setting for Cube View Connections rendered in the Spreadsheet tool. 

Each member from entities hierachy has a value for Text1 member.   In the report, I use this member to get the columns needed. It looks like this    Is there a way to make that Text1 (SSC) into an aggregator, from wich I could expand, or collapse, the columns, like a tree?

Hi all, I am building a CV that needs to show quarter data starting from Q1 2022 with YTD data after Q4 of each year and wanted to build it as dynamic as possible. I am trying to avoid having to update the filters each quarter if hardcoded. I also have a parameter that prompts selection of a specific Quarter/Year. The layout should look like the below. Is there a way to do this dynamically? I am also coming across an issue when calculating the growth % on rows where there is no data. It is giving an incorrect growth % of -100%. I have tried conditional formatting to try to hide these incorrect % but can't seem to get it to work and wondering if there is a better way. Thanks in advance for any help!