OneStream Platform Forums

we have 2 import steps on our workflow, the main Budget Import and the Fixed Cost Reallocation import. The main TB is loaded via the budget import and the fixed costs for this TB are loaded to 1 default department. Later, the entities will reallocate the fixed costs to the correct department via the Fixed Cost reallocation import, the reallocations use the same accounts but a different UD6 to distinguish between the 2 imports. But the original fixed costs amounts loaded via the main Budget import are being overwritten. Any suggestions to prevent the original fixed cost amounts be overwritten? we are using separate workflow channels, and we have tried flipping between using True and False on load overlapping sibblings but nothing is working. thanks    

Hi, We are facing a new challenge, as we want to rebuild the entire hierarchy, which has about 6000 members and about 150 parents. In this case we need to rebuild whole workflow hierarchy, is there any way to dynamically create a workflow hierarchy based on entity dimension? Regards, Michal

Hi, what is the best way to change the colour of the Onestream background from blue to another colour. We have separate environments  for actual and test, so wanted to differentiate through the use of different colours. Thank you.

I'm trying to write a BR to export metadata to csv so that I can export them via a schedule. 1) Is there an easier way to repeatedly export dimensions to csv? 2) How do I look up the property name for a Member  PropertyId or a Relationship PropertyId? I am querying the members and member_properties table and I'd like to get the property name? Thank you, Scott

I have built the "Compiste" transformation rule, the Rule is below. while executing through workflow and I am getting the below error message. any insights how to make this work out? Error: Dimension: Account, Rule Type: TransformComposite, Rule Name: ., Input Expression: A#[??????????1910], Output Expression: A169140.Syntax error: Missing operand before 'And' operator.  

Here I have my income and balance sheet. I need RE to equal account number 29500 plus Net income under the balance sheet. I also only have data for Jan 22. Do I create a stored calc, dynamic calc, formula pass, or something else? How would I do this? Thank you!  

Can someone please guide me on passing parameter from dashboard button to DM seq. I followed couple close forum question but still it did not work. Basically trying to call DM seq which has extensibility rule from button. Some how it not able to read value from the parameter. Could you guide me what I am doing wrong. Trying to capture value here. It work if I just execute DM but does not from button.  Dim DimTypeStr As String = args.NameValuePairs.XFGetValue("EnterDimensionType", String.Empty)  

Does anyone know why the first row is basically locked and I can pull the rest of the data out like this in an Excel Report? Anyone know a fix?  

When I export the cube view to Excel, I want to format the header of the report by moving the title to the left, removing any empty rows between the title and the subtitles, and making the subtitles bold. Is this possible without altering the rest of the report's format? If so, how?

Hi, I added 5 more years in my forecast process, I am able to load csv data for first 4 years but having issue loading the similar data load to the last year. I can see only 3 month of data in my import M10, M11, M12. no Data load for M1 TO M09.   Nothing change in our regular process, we are using the same data source and Transformation Rules.  This is the error message i am getting.  Description: Object reference not set to an instance of an object.Error Time: 7/15/2024 2:25:36 PMError Level: ErrorTier: AppServerUser: Naseer MubashirApplication: OneStream_DevelopmentApp Server: vmDEV1Web1App Server XF Version: 7.2.4.14731Session ID: 1aa5d0b5-007e-4d47-8410-28ccc6f91aabError Log ID: eab552e3-972b-46bd-a972-d1736afb7a3b

Hello,  We are currently investigating the possibility of moving two UD members to a new parent in the dimension in the middle of the year without changing how historical data roll up.  Illustrated as below, so CHILD A and CHILD B will belong to a new subtotal, CHILD 1D.    Ideally, we don't want to create new members to replace CHILD 1A and CHILD 1B.  Potentially we can create an alternate rollup, TOTAL B, to maintain the old structure, but the effort of reviewing all the reports and adding a selection parameter to switch to different rollup is a lot.  This UD dimension leads the  planning process, which is done per PARENT A, B, C, etc. It is important to be able to see at the cut-off period data rolls up to different parents in the Forecast scenarios.      Has anyone worked with this kind of change before? Could you please share your experiences for some ideas here? Thanks in advance!          

Have you ever wondered how the Calculate if No Data setting works?  (I did, and Keith Berry helped me out) “Calculate if No Data = False” prevents the execution of rules on “OK,NA” (no data) entity.  However, the Calc Status gets changed from “OK,NA” to “OK”, and it impacts the parent (“CN”). The “False” option is to avoid populating unused entities with rules.     Calculate on “OK,NA” Force Calculate on “OK,NA” Calculate if No Data = True No rule executionNo change in Calc Status Rule is runCalc Status changes to “OK” Parent becomes “CN”   Calculate if No Data = False No rule executionNo change in Calc Status No rule executionCalc Status changes to “OK” Parent becomes “CN”  

How would I bypass import records where the time is not equal to the WF Time POV?

Hi All, We have an application implemented with horizontal extensibility. We are trying to implement vertical extensibility now. We are leveraging all the dimensions we have used in horizontal extensibility except we have created new entity and account dimension along with the new cubes.  We are using the same flow dimension and same members of rollforwards and cash flow. We have uploaded the data successfully and got the TB but when we are trying to implement cash flow then we are having below error.   I checked all the code. This code works for my other cube which is using totally separated dimension and also separate flow dimension having separate members for rollforwards and cash flow. My question is can we use same flow dimension, rollforwards and cash flow member for different cube if we are already using those for one of the cube to get the cash flow statement done? I am pasting the code below for your reference. This is the exact code which is working perfectly for h

Hi Community. I have a rule that is using DataBuffer to copy data from 1 cube to another.The cubes have seperate dimensions. I have used DataBufferConvMapItems to map individual base dimensions . But I have some doubts regarding this : Is there any sample code that helps solve this issue.? Below is the complete code. Copying Data from Sales to Finance Cube. they both use separate entity dimensions , not extended ones.Sales have an LGL hierarchy from where we need to copy data , So For Eg :E#LGL190 data needs to be copied to E#190 in Finance. The rule is triggered using a customCalculate DM JOB  where the Data unit is Of Destination Finance cube."   Dim dataBufferConvInfo As New DataBufferConversionInfo Dim dataBufferConvDimInfo As New DataBufferConvDimInfo Dim dataBufferMapItem As New DataBufferConvMapItem(DataBufferConvType.MapSourceMembersToFirstDestMember, "F#SF_EndBal","F#EndBal", 1) dataBufferConvDimInfo.MapItems.add(dataBufferMapItem)

Hello Experts i'm trying to create a report to calculate fcst numbers based on driver.  for driver, i'm using dynamic calc where i'm taking 3 month moving avg as %. my user wants the ability to tweak %. how can i do that? if i add an additional column and ask my user to just enter change in %, i can add both columns using cvc. but the accounts in my rows are parent members. i cant save data at parent and i do not want to use text properties for accounts.

Hi All, We have multiple Profiles under a workflow and each profile contains multiple forms in it. While executing the business rule through the button from workflow dashboard, It is just completing that particular workflow with forms but not the other workflows which consists of multiple forms. Below is the code using to complete the workflow. Is there a solution for this issue. Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult()Dim wfProfile As String = BRApi.Workflow.Metadata.GetProfile(si, si.WorkflowClusterPk.ProfileKey).NameDim scenario As String = ScenarioDimHelper.GetNameFromID(si, si.WorkflowClusterPk.ScenarioKey)Dim time As String = BRApi.Finance.Time.GetNameFromId(si, si.WorkflowClusterPk.TimeKey)Dim wfClusterPK As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfProfile, scenario, time)BRApi.Workflow.Status.SetWorkflowStatus(si,wfClusterPK, StepClassificationTypes.Certify, WorkflowStatusTypes.Completed, "Auto completing Forms","

Hi, I created PowerPoint deck for reporting in the OS Book where I  attached few cubeviews, But when i try to view the report it shows what ever fits in the one page but if the data is more to show extended rows that just cuts off and not even moving to next page. Can someone point me out what i have to do so i can pull the full data which i can see in cubeview in Power point extended doc reports.  

Hello!! I am trying to parameterize all the dimensions within a business rule. I am doing this because I want to use that business rule in the cell format of a cube view to make it dynamic. If passing the rule parameters within the cell format of the cube view works, I will include an image: However, when passing the parameter in the cell format of the business rule, the statement is not working: The parameter is created as a literal value type. Could it be that it's not working because of the |CV|? Attached is an image of the parameter. I hope someone knows how to solve this. Thank you in advance :))    

Hi, Can someone share sample code for sending an email notification once a workflow is processed? The email should include the following information: Workflow name Import status Validation status Cube status  

Hi,  I would like to perform a financial calculation based on the current and previous quarter values, then returns the result. I have created the following layout of the cube view. I would like to do calculations such as ( previous Q amount + Current quarter account ) *2 for an account  should be the value of the row 2. However, I am unable to achieve this because , I would like to do this for all the Q columns and then the POV changes. for example. Q3 calculations would be ( Q3 actuals + Q2 ( prior q) actuals ) *2 and similarly the change would be observed in Q3 results. Get Data Cell is not possible I assume here because of dynamic column usage. Is there any other simpler way other than the use of XFBR?

Hi All, If we wanted to import application artifacts individually, what is the order to follow ? As we are receiving an error while importing the whole zip file of the application artifacts. Thank you.

Hello All,   I have created a dashboard that includes the following features:   1. A combo box for selecting the year. 2. A button to initiate a backend process. 3. A button to retrieve an Excel file (using web content component).     This dashboard has been integrated into a workflow. I am working on a requirement where the generated Excel file should be named as "scenarioName_YearChosenInDashboard". For instance, if the years 2022 and 2023 are selected in the dashboard and the "Plan" scenario is chosen in the workflow, the file should be named "Plan_2022_2023".   I have managed to fetch the scenario from the workflow, but I am currently facing challenges in retrieving the selected year(s) from the dashboard.   Could you please assist me in resolving this issue?   Thank you.

Upon logging into the OS for the first time, the initial file refresh takes a long time, but subsequent refreshes tend to be quicker. Do you know what causes the first refresh after logging in to take so long?

Hi We have an account dimension with extensibility applied. Say first level is Forecast where we capture 4 digit accounts. Forecast is then extended to Actual where we capture 8 digit accounts. Now the requirement is to move one of the 8 digit accounts to Forecast level.  Is this even possible and how can we do this if yes? Thank you, Mikki