OneStream Platform Forums

Hi Community,Is there configuration available to restrict users such as administrators from having the ability to submit and post (their own) journal entries? In practice we would not do this but from a control perspective would like to be able to show that we can prevent it from happening. Thanks

Hello, good evening, I am trying to build a BRApi function to get the content of the UD6 constraint from an Account dimension member and so far I couldn't find a function that returns the information. Does anybody knows if it is possible to build a BRApi function like that or have done that in the past? Thank you for the help!!!!

Looking for a solution. Update description of a member in an Extender rule for an already existing/new member. If Possible, not mandatory but can we add a descriptions/alias for various language on a new/existing member?  

Hi all, we have a databuffer with values to be cumulated in a specifi destination intersection. The issue we have is that api.Data.SetDataBuffer always wirte the last value. Is there a standard parameter (or workaround) we can use? At the moment the only valid solution we have found is to read the current value with a specific "api.Data.GetDataCell" and then sum to the databuffer amount. But I am sure there must be a smarter solution. Thanks, Marcello    

  I have a parser rule that works fine for a Budget type scenario but does not read a WFText1 for a Scenario Type 2 . I am using the below syntax to read the WFText1 property from a parser rule .This step is an import type step. It returns the GL list as blank for my scenario type 2 but works fine for my budget type scenario. Both are in different Workflow profiles. It picks up the correct workflow profile as i checked after logging it but unable to somehow pick up the text 1 value .  

Is it possible to update the Data Filters for a particular dimension used in a DM extract within a Business Rule? I am creating a dashboard that will have a button to run a DM sequence. This DM sequence runs a data export, but I would like to be able to update the Accounts used in the filter of the extract before running the extract itself (via a BR).

Hi All - Every time I upgrade OS I have 4-5 people that when they launch the OS shortcut it does not auto update.  They have to reinstall.   It seems to be the same people each time but I cant see anything special about them.   Has anyone run into this and figured out what the issue is?   Our latest upgrade is  to 7.1     Note:  I always have them close any open windows and then try shortcut.  They have also tried rebooting.   Any ideas? Thanks

Workflows can be set up to be locked automatically after the certification step has been completed.. Question Credit: Noemi Nagy Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hi All, I am trying data cell access security to block access to specific UD1 members. These are members that should only be visible by global people. I have applied this: For the UD1 filter, this is the filter: U1#Top, U1#G_HQONLYREC, U1#G_HQONLYADJ But, when I log in with a test user, who does not have the group mentioned in the data access security, I am still able to see data. What could I be missing?   With kind regards, Tim

All - Could you please review code is make sense from performance. I am trying to be checking the target Account is <> 0 then it will delete the source value and overwrite the target value. PLease review and let me know if I can use some kind of EVAl or Data Buffer???     If Not api.Entity.HasChildren Then If Not api.Cons.IsLocalCurrencyForEntity Then api.Data.Calculate("A#Target:F#EndBalInput=RemoveZeros(Eval(A#Source))",AddressOf OnEvalDataBuffer) End If End If Private Sub OnEvalDataBuffer(ByVal api As FinanceRulesApi, ByVal evalName As String, ByVal eventArgs As EvalDataBufferEventArgs) eventArgs.DataBufferResult.DataBufferCells.Clear If Not eventArgs.DataBuffer1 Is Nothing Then For Each Cell As DataBufferCell In EventArgs.DataBuffer1.DataBufferCells.Values If Cell.CellAmount <> 0 Then 'api.LogMessage(cell.CellAmount.ToString) api.Data.ClearCalculatedData(True,True,True,"A#Target") eventargs.DataBufferResult.SetCell(api.SI,cell) ' El

We built only our different types of security (Data, WF, Access, Certify...) into Hierarchical structures. When using the SAR solution, it just lists all roles and does not say it is direct or indirect so for some users the list is very long.  This has our Auditor very confused and asking why they need all these different roles when they really only have say 4.  Anyway to run a report that would say this is direct (Parent Grps that Contain This User or Child Grps and Users) vs. indirect/Inherited (Parent Groups that Contain this Group).

I am getting the "String was not recognized as a valid DateTime" error when trying to execute the batch dataload using the extender business rule. The value being passed to the batch is the following string: "2023M1" I would appreciate any advice on the cause. Thank you, Yan    

I use an xfbr in my CV based on rules. In the scenario dimension we have put text into the Custom Settings (Text1). What is the syntax to get the Scenario Text1 into the case string (Bold)? Also is it possible to incorporate this into the time frame with :Name(etc...xx). If args.FunctionName.XFEqualsIgnoreCase("GetSCenario") Then                                                           Dim curScenario As String= args.NameValuePairs.XFGetValue("curScenario")                                                            Dim curMonth As String = Right(CurScenario

All - I am working on Conditional Input rule and when I create a Finance rule & attach to the Cube business rule it is working but when I am trying to call the Finance rule or extender rule using DM job it is not locking the cell. Any idea? why it is not working? Any input is appreciated. Thanks   Case Is = FinanceFunctionType.ConditionalInput'If api.Pov.Time.Name="2022M1" ThenIf api.Pov.Scenario.Name="Forecast" Then'If api.Pov.Account.Name.XFEqualsIgnoreCase("ReadAccts")  ThenReturn ConditionalInputResultType.NoInput'End IfEnd If

My source file has a column that contains both, account name and account description. The account names are either 4, 6, or 7 characters and there is a dash (-) in between the name and description (see example below). I'm trying to extract the account name but I have not had any luck with the In String function. Any suggestions?   Account Name and description: 123456 - Cash 2345 - Accounts Payable 3456789 - API Function in Excel: =LEFT(A1,FIND("-",A1)-2))

Hello, Please share a reference for adding a relationship between dimension members via Extender rule. I am trying to add new members via Extender rule, the member gets added as an Orphan.  I have tried using SaveRelationshipInfo by passing Parent Member ID, Sibling ID and the new member ID, The IDs being passed are correct, but still the new member gets added as an Orphan.  Current code which I am trying for adding relationship:     Public Sub AddRelationForNewCurrentRate(ByVal si As SessionInfo, ByVal api As Object, ByVal objPriorMemberInfo As MemberInfo) Try Dim objUtil As New OneStream.BusinessRule.Extender.EQUIP_Utility_Helper.MainClass(si) Dim sParentMemberID As String = String.Empty Dim sNewMemberID As String = String.Empty 'Get Parent Dim objParentMemberInfo As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "RevSummaryAccounts", "A#[" & Sibling & "].Parents", True) If Not IsNothing(objParentMemberInfo) And

I am building a BR and kicked it off from the BR editor panel. It is stuck in an infinite loop. Is there any way to abort it?

Hello-We created a connection to an external database and I can see it just fine in our Dev application. under Data Source > External Database Connection in Dashboard Data Adapters. The issue we are having is, we are not able to write and execute a query against this External Database. Instead, we are only able to execute a stored procedure but the SQL Query field will not allow us to do something like:execute dbo.usp_GLReportHas anyone run into a similar issue? Any ideas are greatly appreciated.

I am taking a copy of an application to create a Sandbox for the users to test things. I have been using the document 'How to make a copy of a OneStream XF Application' which I found on ServiceNow. While the document explains how to take a copy it doesn't explain the options. I found I have to select the option 'Create a New Application Unique Id' when renaming the application: I can't find any reference to it in the 'Design and Reference' guide nor the Foundation handbook. I think it means that by renaming the application, you are creating a new application separate from the source application rather than simply changing the name of an existing application. Can anyone confirm or correct?   Thanks Marcus

Hello, In another post user KarlT suggested the use of the UD defaults available for UD1.  I manually updated members, and the functionality is exactly what I need. I need to update the field through a data load.  UD1 members (Projects), will always have a single UD4 value.  In the current TransformationEventHandler rule I am updating text fields in my UD1 members.  I thought I could just duplicate the code an update UD4Default.  However it is not working.  I know it is trying to update the UD4Default value, because if I manually assign a value, it gets cleared when I load. My 2nd thought was that since it is a member selection and not a text field I needed the member id.  Which is my attempt below.  Any thoughts or suggestion? 'A3 is the department (UD4) example 189 'UD1Attr1 is the project (UD1) example 14123 'D1_Defaults MembersDim DeptId As Integer = BRApi.Finance.Members.GetMemberId(si,dimtypeid.UD4, A3)Dim UD1Dept As MemberInfo = BRApi.Fina

Hi all! Having a copule of questions about consolidation method input and storage:  - Could you please advise on any way to input consolidation method, except changing it directly in Application-> Entity Dimension -> Entity member property? - Why the consolidation method property, when retrieved through the Cube View, is seen only at C#Share level? The consolidation method account is a DynamicCalc member one, and there is no any restriction on the level of consolidation it should be calculated on fly: Select Case    api.Entity.OwnershipType()Case ownershiptype.FullConsolidation    Return 1Case ownershiptype.Holding    Return 2Case ownershiptype.Equity    Return 3Case ownershiptype.Custom1    Return 4Case ownershiptype.Custom2    Return 5Case Else    Return 0    End Select       

I am looking for tips on batch automation business rules. Currently when our scheduled trial balances are loaded the whole upload will fail if one transformation mapping error is present. As you can imagine this can slow the close process down significantly. Does anyone have any suggestions on how to allow the batch to load the validated accounts and only error out the transformation errors? 

I may have a requirement to filter a member list based on the project manager. Whenever data is loaded the PM assignment may change. I am thinking of potential ways to capture the current PM assignment, but don’t know if they are possible. Leverage a text field to input the project manager name.  Then use a variable like UserName or  UserText to create a member list. Is it possible to create a member list/parameter using |UserName| or UserText variables      U2#TotalProject.Base.Where(Text1 Contains |UserName|) Given the Text1 value on the project can change every time data is loaded, is there a way through a data load to update a text field? Load the PM into a data cell using the View member “Assumption” and None for most other dimensions.  Then trying to create a member list with logic..something like where Username=Assumption value of current period. This removes the need to update Text1.  If it could work, I think the evaluation time

An account can exist in multiple account dimensions. Question Credit: Peter Fugere Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I have a dynamically calculated member formula. It is returning the wrong value for each Quarter, it should be the sum of the M1+M2+M2 ($1,614,441.60) and not be recalculated ($1,649,190.40). Is there a member property or formula examples that can help me resolve this issue. Thanks. Sample calc Drill down formula I tried setting a different formula on the quarter, but I get the error message “The Dynamic Calc Member Formula is recursively calling itself:.     Thanks,