OneStream Platform Forums

Hi All: I have created a new Datasource of Trail Balance which is excel source. I have written a complex expression in the logical operator. the logic is, if there is an amount in the debit column, bring that amount in, but if debit column is blank, bring the credit amount ((not negative)) in as a credit amount. I have below DataSource connection:   the code in the Logical operator: Dim debitColPosition As Integer = 2Dim creditColPosition As Integer = 3 Dim AmountDR As String = api.Parser.DelimitedParsedValues(debitColPosition)Dim AmountCR As String = api.Parser.DelimitedParsedValues(creditColPosition) If (IsNumeric(AmountDR) AndAlso Not AmountDR = "0") ThenReturn CDec(AmountDR)ElseIf (IsNumeric(AmountCR) AndAlso Not AmountCR = "0") ThenReturn CDec(AmountCR)ElseReturn 0.0End If when I am running through workflow, the source is trail balance file. I am getting the below error. any suggestions please if anything I am missing here. Error: Unable to execute formula. Index was out of

I'm able to extract the monthly csv files uploaded using BRAPi.Import.Data.ExportStageArchives, but this doesn't seem to work for multiperiod uploads (specifically budget) or I'm just referencing a parameter incorrectly. I've tried entering the time parameter as "2021", "2021M12", "2021M1", even "2021M1-2021M12" within the business rule, but nothing is exported at all for the Budget scenario.... Any ideas?  

Hi everyone, I have a question regarding confirmation rules - is it possible to run confirmation rules from outside a workflow via a dashboard button or some other method? Some of our users who would like to see the status of their confirmation rules without having to complete the form and workflow. Currently, they have to mark all forms as complete, complete the workflow, and process the cube to see confirmation rule status. Then, once they see which rules are failing, they have to revert the forms workflow, then revert individual forms - it seems like a lot of extra steps. The forms nodes on our workflows are set up as "Form Input, Process, Confirm, Certify". One possibility we've considered is a dashboard where users can click a button that runs the confirmation rules for their current workflow, then return the status of those rules in a grid view, all without having to complete the forms workflow. I've created a grid view to show confirmation rule status for the currently selected

How can I create a journal with an excel or csv document? 

Hello all, Hoping you may share some thoughts on this. For the workflow, we have created security groups : 1. for input users (WF_Preparer) assigned to the Workflow steps in the Workflow execution Group  2. review users (WF_Review) assigned on the Workflow profile in the Workflow execution Group and Certification Sign-off Group. The preparers and reviewer users are, of course, different. However, as mistakes can happen, is there any possibility to prevent an Admin to assign the same user in both groups? Can the system issue an error or a message when trying to add a user to one role if it already exists in the other? Thank you!      

I'm trying to add several non-financial accounts for metrics.  I've loaded my historical data in at periodic.  I want to be able to see the annual totals by account but instead T#2023 is showing me the December numbers and not the total.  What am I doing wrong?!

We use Text3 property of UD1 members to save Status of the member (member is a change request). We are having an issue with this approach. When we create a new member, we set its Text3 property for scenario type and Time to "Draft". If we change the value to some other status via rule or manually, it saves it fine. When we create a new member or update an existing UD1 member (any change in member properties) the value of all existing members reverts back to "Draft". Does anyone have any idea how to fix this issue. We are using 7.2.4 version.

I am using OneStream dashboards and have set up a pivot grid. On desktop, I have configured a default layout for the pivot grid, which works as expected. However, when I access the same dashboard through the browser UX, the default layout does not apply. I have tried clearing the browser cache, but the issue persists. Has anyone encountered this issue before, or can provide insights into why the default layout is not being applied in the browser UX?  Additionally, on Desktop, the pivot gris appears in classic format. On UX, it comes as a hierarchy. Can we default to use classic format on browser UX?   On Desktop: On Browser UX:

Hello, I just need help flipping a sign on a final report.  Here is the data: Here is the report (there is a negative sign in front of the number insert): And here is what my OneStream is showing: I went into transformation rules and flipped the sign on those 2 accounts, but that did not help: Does anyone have any suggestions? Thank you!  

Does anyone know the BR to change the date format of the Cube view Report footer from ("MM/dd/yyyy h:mm:ss tt") to ("dd/MM/yyyy h:mm:ss tt") via Business Rule Cube view extender? Is there also a rule to show the Username on the Report footer? Would be ideal to show it in the center of the report footer.   Thanks  

Hi All, Can somebody maybe help me on this one? I want to add some subtotals in my report but  the problem is that i need to add two members to the CVR formula. So as shown in the formula below not only deferred taxation (account) but also the UD3 (<1 Year) to get the complete data field to sum. How can this be achieved?      

How do you set up a source id on data?

Does anybody know what settings to look at to make sure I get numbers and an entity here? I was trying to follow the OneStream Essentials Building Simple Cube Views but seem to have reached a road block. Thanks!

Hi, How does it work the C#Aggregated? What entity property does it take into account for aggregating? We are aggregating two different entity structures but we are not obtaining the same data. We have the same entities in both structures but one of the has duplicated two entities: - one of them aggregates OK. - the other, does not. Regards,

Hi, I have a workflow step set to workspace ->Import-> Validate->Load. I am running a DM job in the workspace.  How do I mark the workspace as complete once the DM job is completed? Please advise.

Hello, I have imported data from a csv file with unit price adjustments. Data is transformed to use the correct UD2, UD5 with One to one transformation. In some cases there should be a second data record created with a different UD2 and UD5, is it possible to do that with a complex expression, or should I make a calculation after import in business rule or with a member formula? kind regards Ben

Hello, I have connection string written to connect to SAP Dim r3Conn As R3Connection = BRApi.Database.CreateSAPConnection(si, "ConnectionName", True) I want to know where the ConnectionName is confirgured.  I have the error massage which is pointing to IP which is not in our network.  Unable to execute Business Rule 'SAP_TB_ALL'. RfcOpenEx failed(RFC_ERROR_COMMUNICATION): SAP_CMINIT3 : rc=20 > Connect to SAP gateway failedConnect_PM  GWHOST=10.4.16.9, GWSERV=sapgw00, SYSNR=00   LOCATION    CPIC (TCP/IP) on local hostERROR       partner '10.4.16.9:3300' not reachedTIME        Tue Jul 09 12:38:29 202RELEASE     701COMPONENT   NI (network interface)VERSION     38RC          -10MODULE      nixxi.cppLINE        2845DETAIL  &nbs

What are the main differences between web interface and client install? which one to use when?

Hi OS Experts: While I am running the ForceConsolidation in cube view, I am getting the below error message. Are there any possibilities of this error: Error calculating member 'EndBal_Calc' in dimension 'Flows'. Unable to execute formula for member 'EndBal_Calc'. Invalid script 'A#NET:F#EndBal:V#YTD:O#Top:I#Top:U1#USACAP:U2#TOT_DEPT:U3#TOT_PROJ:U8#None:E#' near 'E# I am checking the EndBal_Calc in flow dimension the calculation has been working from many years correctly but this time the strange issue. any suggestion. I see the similar error for the different entities' different runs.

Difference between batch file loading in hyperion vs onestream

Is there an ability to suppress rows on a Cube View or Ad Hoc Grid if the user does not have access to the cell?

Hi all, Noticed the data cells in my input forms are turned read only and cell status also shows the same. Please suggest on how to make it enabled for input. Thanks

Hello, We have a cube view with a couple hundred rows, when in the designer view it is hard to find the row we want to edit since it reads the row number vs member info. I know it's possible to update the name but that would be tedious to do one by one. Is there a setting or rule that would override the row name to equal the member number/name/description? For example "Row192" would read "LE30102" or the actual description.  Thank you in advance! Rana

Hi All,   I get an the following error message: Invalid calculation script. A comma was expected after ABN.With the Syntax as show below: What am i doing wrong? Both names exist in the rows of the report.  

Hi, I have a scenario member which workflow properties are setup as follow: However, this means we will have to Reset the scenario next year to change WF Time to 2025 and t change the WF start and end times. Is there a way of using the Range in the workflow scenario settings and not having to Reset the scenario every year? We would be ok with users overwriting the overlapping periods (when working in 2025 they would overwrite the period from 2024M11 to 2025M4 which where previously within the Range of the 2024 WF Time), we are just trying to avoid having the extra step of resetting the scenario every year. Thank you