Discuss the features and functionality of OneStream.
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Hello All, For the Transformation Rules, 1-1, Composite, Range, List, and mask rules, what are order of operations in rule types? Do the rules that run later overwrite previous results or does it ignore later matches after a match is made? Where can I find documentation on this? Thanks!
Hello! Can someone point me in the direction of the definitions for the status numbers on the Data Records table? I also submitted the question to OS support because I can't find the info anywhere. Here's where I mean: Thanks!
Hi everyone!I am Angel and I am new to OneStream implementation and currently facing an issue. I am trying to update the Cube Name in my Workflow Profile, but it returned an error message.This workflow profile is under Cube A which has been set as the 'Top-Level Cube for Workflow'. Under Cube A, we have several Sub-Cubes (Cube A1, A2, etc.) which have been set in the Cube References. I am trying to update the 'Cube Name' in my Workflow Profile from 'Cube A' to 'Cube A1' because we would like to load the data into that sub-cube (Cube A1), but it gave me the error message below (screenshots below). Could you please tell what the error message is about and what I can do/check to fix it? Any answer would be so much appreciated, thank you!! Cheers,Angel
I can drill from a Confirmation rule. 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
We have several equity accounts with "USDOverride" entered for Text 1 in the "Vary by Scenario Type And Time" section of the member properties. Those accounts are not translating from local currency to USD. Any ideas why that would be? Thanks!
Hi, I have a process that would be run at the month end to lock the workflow. Once the workflow is locked, you need to refresh the application to see the lock icon on the period in the workflow. The icon doesn't change until you hit the refresh button. Is there a utility in the business rule to refresh the application (I would need to include this utility in the business rule) ? Ragav.
Is there a way to enable Account descriptions in other languages like Dutch?
Hi everyone, I am trying to add records to a table via an Excel Table View. Using the example in the Table Views documentation, I am able to update existing records; however, any new records added are cleared once I submit the sheet. Is there additional code I can add to allow the Table View to write new records to the table? Thanks! Molly
I need to move data between two mutually exclusive cubes. Cube1 (FinPlan) U3 dimension base level is ProductType, Cube2(SalesFcst) UD3 base level is SKU which rollup up to ProductType. SKU also has a Text6 field containing its ProductType Code. I also have separate Account dimensions: Cube1 uses FinAccounts for Forecasting, while Cube2 uses the SalesFcstAccts dimension To move the data from Cube2 to Cube1, I tried using a Business Rule using the api.Data.ConvertDataBufferExtendedMembers function Cube is an option: Dim summarySalesFcstData As DataBuffer = api.Data.ConvertDataBufferExtendedMembers("SalesFcst", "Fcast1", dbSalesFcstData) However, it didn’t replace the SKU with its ProductType. Does anyone know is this function will work between mutually exclusive cubes with different account dimensions. The second approach I would like to try is to extract the data from Cube2 including the SKU Text6 value of ProductType, then I
Hi !I'm interested to get data from the AuditFXRate table, however this table is not giving the Currency names, but only its ID.The problem is that, the Currency names are nowhere to be find in the datatable of the application ( it is not in the "Member", "MemberProperty" or "MemberDescription" table). The only plase I can get a reference of these currency is in the "AppProperty" table, where all currency are stored in one row.Needless to say, the table "FxRate" is not showing the Currency Name as well 🙂 --> Where can we find the CurrencyID + CurrencyName information in OneStream ? Regards,
I am trying to clear entered data from the particular Cube but unable to do so using "Clear Data" Rule. Can anyone suggest me the process to clear data from any cube without disturbing other cubes' dataset.
Hello I have built a workflow structure for a statutory application where every legal entity has is own workflow. In the entity assignment only 1 entity is assigned to the specific workflow. Data load and input forms work fine because Onestream blocks user to enter data on an entity <> from the WF entity. Inside each entity workflow we enabled the user to post adjustments. But for journals Onestream behaves differently. Because when creating a journal, Onestream propose the list of companies the user has access to regardless which is the company assigned to the workflow. Here I am in the workflow of company 1. But Onestream prompt with the list of entities I have access to. So I can post a journal on entity XYZ on "company 1 workflow". So I am allowed to post a journal on an entity outside the assigned workflow. Is there a way to force the user to post a journal only to the workflow entity? Thanks, Marcello
Hi I am tried to configure a hard error on quarters and warning on off months for IC balances above thresholds. The error I can use frequency Quarterly but for the warning I want it to run 1,2,4,5 etc. I tried #TWFYearM1 or just 1 or just M1 but none of them worked. Help? Also checked the documentation says nothing about format and there are no examples in Golfstream.
I can use substitution variables across multiple OneStream applications on the same server. Question Credit: Gabriela Columna 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
How do I view the POV of the datacell executing BusinessRule.DashboardStringFunction XFBR business rule?I think I can run this statement:Dim viewMember As ViewMember = ViewMember.GetItem(api.Pov.View.MemberPk.MemberId) BRapi.ErrorLog.LogMessage(si, "view = " & viewMember.tostring) Is there a faster way to view all 10 dimesions in POV of the datacell ? These do not work: Dim POV As POV = ViewMember.GetItem(api.Pov.MemberPk.MemberId) BRapi.ErrorLog.LogMessage(si, "view = " & POV.tostring)
Happy Labor Day!!How can I use BusinessRule.DashboardStringFunction, i.e. XFBR string business rules to extract text out of a datacell in cubeview that has users' text stored in V#Annotations?We have successfully used XFBR string business rules to extract amounts from datacell in cubeview. However, when I tried similar lines of XFBR code in my cubeview – I am not able to pull users’ text.It is returning zero. Users are putting text into CV cell that has this combination - A#Explaination:U8#Comment:V#Annotations . Here are a few lines the don’t seem to work1)Dim Explain As DataCell Explain = BRApi.Finance.Data.GetDataCellUsingMemberScript(si, cube,"A#Explaination:U8#Comment:V#Annotations" ).DataCellEx.DataCell2) I tried the next line:Explain = BRApi.Finance.Data.GetDataCellUsingMemberScript(si,"A#Explaination:U8#Comment:V#Annotations" ).DataCellAnnotationbut I get the error message : " Does not recognize .DataCellAnnotation. 1) Error at line 71: 'DataCellAnnotation' is not a member of '
Hello All, It might sound like a simple question but I could not find the code in snippet or elsewhere of how to grab in a rule a list of all groups a user is part of. Could someone share how to do that ? Thank you Matthieu
Hi all, How can I run a batch file from a Workflow within OneStream?
We have added a new dimension and associated transformation rules. Previously this dimension we set to 'None' through a static value text definer from the Data Source.I have removed this and now added the respective transformation rules needed, however when retransforming the data, this new UD is still defaulting and sitting as 'None' Any ideas? Or do we need to remove all the data files themselves and reupload to update the mappings?
I can change accounts and entities by scenario, just using scenario views 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
Is there any way to edit Transformation Rules in Bulk?When I try loading a trx file or xml code into the system it doesn't overwrite the rules which causes issues in someplace.Is there a way or a template where with direct upload I can delete that transformation group and create a new one with the same name. (Example- Dimension delete template where uploading a certain xml file directly deletes some dimension members)Thanks.
Hi All, Is there a way to integrate OneStream with Hyperion to extract data from Hyperion without user intervention?
A user must upgrade to the latest software version in order to continue using Onestream Question Credit: Nick Hymes 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
Hello Team, We have IE and Edge browser on the system. Once opened the OneStream application when we do Windows shortcut as per below screenshot it is creating the Windows short cut on the desktop. And, then when we open the OneStream application using the shortcut , it is opening on IE browser. How to create a shortcut for Edge and the application should open on Edge Browser when we use the shortcut. Thank you, Praveen
Was the OneStream product itself built using VB.Net? If so, I'm pretty impressed!! If it was built using C#, I'm wondering why customers are then forced to use VB.Net for business rules? It seems like a double standard. Is there a licensing reason why VB.Net is redistributed to customers while C# is not? If it isn't about licensing then maybe onestream has internal BR tooling that is incompatible with C#, or third party tooling that is incompatible? Any info would be appreciated. Obviously the selection of either .net language it is a matter of choice ... but if OneStream picked C# for development of the product, then they should allow customers to pick C# as well for our business rules.
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