OneStream Platform Forums

Is it possible to use the where clause for the member expansion ".Tree", specifically filtering on the AccountDim.  There is a top-level reporting cube and a few merged cubes sitting beneath (using entity extensibility). There are also a number of  extensible Account Dimensions utilized... i.e., Level 1 (Highest - Forecast Accounts)                     Level 2 (Consolidated Accounts)                            Level 3 - #1 (Lowest - linked to lower-level reporting subsidiary cubes using base GL Accounts - the account dimension names for these cubes always include 'Base')                            Level 3 - #2 (base GL Accounts)                            Level 3 - #3 (base GL Accounts)         &

Currently if a step fails the subsequent steps continue to execute

Hello Team,Is there any way to export DM groups and Sequesces & Ste

Originally posted by Vivian ViljoenWe are using the TXM Transaction Matching Solution PV 530 SV 100Is it possible to perform a mass or bulk unmatch of matched data while using the TXM solution?Currently the user can select 50 at a time (max per page) and the un-match, however, in our situation we ended up with a few hundred pages that needed to be unmatched.

Good morning, We're configurating IC matching permissions. When entity A sells to entity B and there's a difference in amount, user X must conciliate and match transactions. X belongs to seller entity A, and he has permissions in A, but not in B. That’s why he can’t see any IC transactions, unless we give him permissions in B. My question is: what are the minimum permissions in OS to give X the ability to do IC matching between A and B, but no more.   Thanks in advance,     Ramon Odriozola

Hi, we have 40-50 workflow nodes which makes the workflow assignment a large burden to complete.  We are using workflow templates to manage these nodes.  Is there a way to assign the workflow to the template vs each individual node in the workflow?

Quickviews are not showing in task activity . Is this a bug ? Or is there any other ways to monitor the quickviews launched by users

Is it possible to build a Business Rule (Dashboard Extender) that connects to and updates the Task Scheduler Table without the use of a BRApi?  Our team is currently connecting to the table using BRApi.Database.ExecuteActionQuery.  This function allows users to update the Task Scheduler through a dashboard.  But we would like to find an alternative approach to updating.

If each Cost Center is mapped to a single profit center, can that be stored as a Text attribute in the metadata and then referenced in Transformation Rules?

Does anyone have any sample code they can share to see how to trap errors during an automated dataload process?  Currently, all I can see is that the dataload process executed and completed but it does not tell you if something happened in between.  I'm having no luck capturing if an error was encountered during the import or validate steps.

We are trying to develop logic to do the following during transformation: If the G/L account in the load is in a certain range and the UD2 member is valid, load to that intersection      otherwise If the G/L account in the load is in that same range but the UD2 member is invalid, map UD2 to None   Has anyone gotten something similar to work?   Thanks,Bil

Hi to all. Wondering if any of you have been able to connect PowerBI as a data source in Onestream. In this case, PowerBI is an Analysis Service server. any thoughts on how to start doing that?  Thanks in advance

Hi,  I have a list of "segments" in the text 2 property for each Entity. For each Entity I would need to see these "segments" as columns in a cube view, so I need to return a "member list" however these "segments" are separated with a pipe ("|") delimiter in the text 2 property. The above "segments" in the Text 2 line are already defined as UD2 members in the Dimensions section. I was investigating the use of an XFBR formula however I can only return the first member list in the Text 2 property and not a list. Any advise would be helpful. Thanks  

Dear Community,   I have a use case where the user would like to change a value by clicking a button. when I click on the "+" icon, it will add 1 into my parameter shown in the label, and when I click on "-", this would remove 1. Very simple, it can be done just with an input but I would like to do it with icons just for fun 🙂   Basically, this looks like this : I was thinking of using an XBRL but not sure on how it would fit ?   Regards,  

Often global companies may report a metric like units sold or volumes in a stat account.  But that unit of measure may vary by region or country.  Below is one option for handling the conversion of stat accounts like units sold or volumes.   For example: Metric Ton to US Ton Kilograms to Pounds Liters to Gallons Etc   Here are some high level ways to tackle this in an application.    Considerations: Entities are tagged with currency already Normal Revenue/Expense account types will naturally get “AverageRate” table PVA method (all else equal) Normal Assets/Liability account types will naturally get “ClosingRate” table VAL method (all else equal) You need to identify which accounts (aka UNITSSOLD) need a translation rate table that differs You need to identify which entities are sending which volumes to drive translation to use different rate table   Your conversion rates do not vary over time so you really just need to store these

Hello community, We are trying to prevent the end users from uploading a data file on an import workflow step that is certified.To do so we have started using the the TransformationEventHandler in the Extensibility Rules. We are able to get into the right code:Select Case args.OperationNameCase Is = BREventOperationType.Transformation.ParseAndTrans.StartParseAndTransformFrom here, we have access to the workflow step arguments TransformationEventHandlerArgs (for example the file that has been uploaded etc).We know that we can get access to the certification status from DataQualityEventHandler business rule using:Dim CertifySignOffInstance As CertifySignOffInstanceInfo = DirectCast(args.Inputs(2), CertifySignOffInstanceInfo)and Dim signOffState As Integer = certifySignOffInstance.SignOffStatewhere signOffState = 110 or signOffState = 130 means that the workflow is certified. Which is great. The question here is how can we get access to the CertifySignOffInstance from&

Does anyone know how to extract data using Data Management pulling C#Elimination and a dynamic entity filter such as E#TOTALCO.Descendants?  A parent entity is required but I have been unsuccessful at different options for the parent filter such as E#Default, E#TOTALCO.Descendants, E#|PovParent|.  

Is there a way to customize the charts in TM dashboard to show category 2 values as X axis?

Hi,   I am looking for a Business Rule (DataQualityEventhandler) to send e-mail notifications when "Set IC Transaction Status" is used. I know how to send e-mail when the "Set IC Transaction Status" is used. The challenge is to get the comment and other information from the ICMatchStatus table and to pick up the e-mail addresses to send to. So, I want to check for the entity in the ICMatchStatus table and all users with access to that entity should then receive the e-mail notification. I want to use the e-mail on the users to create the e-mail list for sending e-mails.   It's more or less the same as with the journals. If a journal is for example created, then an e-mail is sent to the users that can approve the journal. The e-mail will then also contain the journal they are suppose to approve and/or post. This I have, but the ICTransactionStatus is a bit    Regards, Peter  

Hi Everyone, Thanks in advance for the responses. I am reviewing the impacts on a force consolidate on a specific entity and noticed that my results differ when i run a force conoslidate from a cube view and a force consolidate using the calculation definition within process cube.  I made sure that my POV was identical on the cube view versus the process cube.  Can someon explain to me what the difference is or how there could be a difference between the two methods? Thank you!  

Good Morning, Everyone --  I have a report which showcase forecasted KPIs using a set of assumptions and conditions. There is a growth rate that is been used to grow the KPI for each forecasted month.  Do we have something similar within Golf Stream?  Would appreciate any ideas. Thank you!

We just downloaded the latest version of ACM released in March. I am using the ACM BRs to load hierarchies from a table into OS dimension. I have populated the member and tree tables as needed and everything seems to be working fine, however we are not seeing an option in which this load would follow a “merge” like behavior.  Currently if my table does not have a specific member or relationship. Onestream is just deleting/orphaning those members.  Is there a way to have this behave like merge that it does not delete existing members in Onestream which is not present in the table or incoming load. We had similar behaviour in prior version of ACM but are not seeing this now. 

We have data imported periodically to a Scenario with the following setup - Retain next to True and everything set to Periodic inclusive of the data source and TR as shown below.  The account is an Expense type.  In the example - M4 is the only period with a value for this specific intersection, which we see in the Import data screenshot. The Cube View screenshot shows the periodic and YTD views wherein it appears that the periodic M5 value is reversed even though is no data loaded for that period.  Based upon my settings and the data presented here I did not expect to see the M5 reversal amount.  Does anyone have a suggestion as to why the value is reversing in the next period and how to resolve this so that this doesn't happen?        

I am building a data adapter utilizing the SQL command type. In my query, I reference the ConsId field. What database table can I join to for the Name/Description fields for the ConsId field on my primary table?  For example, I can join to the [Member] table on the [DimTypeId] and [MemberId] fields to return Name/Description fields of an entity or account, ect. I'm also looking for currency ID Name/Description, if that is held in a different location than ConsId. Example of my query: SELECT JLT.[ConsId] FROM [JournalLineItem] as JLT LEFT JOIN JLT.[ConsId] = [Tbl_Cons_DimensionData???] WHERE JLT.JournalID = 'ABC'

We currently use the XFR_MemberListRanked business rule (from Golf Stream) to rank items in our cube views.  We have a request to rank based on percentage.  I'm curious if anyone has a solution for this or has done this in their application.