OneStream Platform Forums

It is important to gather reporting requirements after the initial build stage of the project. Question Credit: Becca Speese   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 All, I'd like your input on whether it is possible, or not, to conditionally display or hide a dashboard's component ? I have a case that, depending on the scenario selected in the workflow, I want in my dashboard to display, or not, a button (that will then allow user to seed forecast, but I want them to be able to do that only when they are doing their forecast, as dashboard is shared across scenarios) I tried to use a XFBR that would return me a different value (True or False) depending on the scenario selected and add this XFBR as value of the setting "Is Visible" of the button component, but that didn't work (thrown an error "Index was outside the bounds of the array"). So I don't know if it's because it's not possible or I did an error but open to any suggestions to make this requirement work Thank you Matthieu

Hi,   I am working with WorkflowClusterPk objects and I know I can get the ScenarioKey, which is an integer, like this: Dim scenarioKey As Integer = si.WorkflowClusterPk.ScenarioKey   How do I get the scenario name (as a string) from the ScenarioKey? Is it possible? Alternatively, which function could I use to get the current workflow scenario name?   Thank you

Hi all, I am trying to create a journal where the UD dimension elements are selectable on rows. The default setting shows only accounts in the rows while the UD elements are in the journal POV.    How can I move some of the UDs on the rows to achieve an HFM like journal where the user can reclass from 1 UD element to another UD element? Thanks for the help Marcello  

Hi All,Can we build a transformation rule with a logic that if the target of lets say UD4 is 'xxxx' and source Account number is 'yyyy' then UD3 gets mapped to a particular code?To simplify- Need to look at Target for UD4 and Source for Account to map to a specific UD3.Thanks.

Hello, I am trying to have a member rule dynamically calculate and not consolidate to parent entities, which is working.  However, it also needs the member rule to override the summation of MTD to YTD.  I need the account to recalculate always.   i have a simple api.data.GetDataCell ("A#Account1 / A#Account2) I have the settings: account type: dynamically calculate formula type: dynamically calculate Is consolidated: Conditional is there something else i need to do?  thank you

I need to build a button where with a single a DM Sequence with multiple steps as well as a Dashboard Extender rule runs.I earlier thought that we can have a Execute Business Rule Data Management Step as one of the steps within the sequence but I wasn't able to find Dashboard Extender Rules within that.Can any of how guide on how that can be done? Thanks.

Hello, I cannot find where is the place where to set the folder directory of server files (using the data import profile type).     Thank you for your feedback.   Marcello  

Hi All,So I copied scenario using the Data Management Job and using the below Custom Calculate Rule:Api.Data.Calculate("S#ScenarioType1:O#Import:V#Periodic = S#Actual:O#Top:V#Periodic")Now whenever I am running a consolidation for ScenarioType1 at the parent level, all the values within the base is getting removed and neither is the parent populated. Can anyone help me with incorrect step am I doing?

Hi OneStreamers,   I am trying to build an XFBR which I will link to a CV Column, that will either "True" or "False" Depending on the value of a parameter.   However I am finding trouble returning the value. I came up with this but it seems tor eturn the Default Value of the parameter and not the Selected Value :  "If args.FunctionName.XFEqualsIgnoreCase("CheckScnForVisibleColumn") ThenDim ScnParamName As String = "3_cm_param_S_SelectFC"Dim ScnParamValue As String = ""ScnParamValue = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si, False, ScnParamName)brapi.ErrorLog.LogMessage(si,ScnParamValue)" Appreciate your help 🙂    Regards, Adam    

Hello All, I want to display the default currency value for specific entities in a cube view. Account being displayed is of type Balance so ShowCurrency setting fails to display currency here. Thinking of writing a XFBR rule to pull currency and display custom names in the rows along with Entity names. Is there a better alternative to achieve this? Any leads would be appreciated.

Hi all,I would ask your help on this topic.I would like to develop a workflow in which the requested steps are different from month to month.The goal is to have a basic input package for all months plus additional steps required only during the quarter closing periods (MAR, JUN,SEP and DEC). See the example below ExampleJAN:    Forms:    Balance Sheet, PL    ValidationFEB:    Forms:    Balance Sheet, PL    ValidationMAR:    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...)    Validation    CertificationAPR:    Forms:    Balance Sheet, PL    ValidationMAY:    Forms:    Balance Sheet, PL    ValidationJUN:    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...) 

Hi, is there an easy way to prevent users to work on wrong periods? It seems that all periods in Onestream are open for data load.   This request is mostly related to statutory consolidation.   My concern is that some end user can start working of Jul 2042 (instead of July 2022) after realizing after a week that he is working on the wrong period. I know that in Hyperion the admin had to "initialize" the data unit setting the "Review level" as "First pass". If status is not "First pass" nobody can work. Instead in Cognos Controller the same feature is achieved with the "Submission" creation, where the consolidator selects Scenario and Period to open and which forms are assigned to the specified submission. If Cognos submission is not set obody can work.   I am wondering if there a standard feature in Onestream to lock all periods and then enable them month by month?   Thanks in advance for the help, Marcello 

Hello OneStreamers,I've just upgraded to version 7.1.1 and noticed some unfamiliar messages popping up in the Error Log:Summary: OneStreamRelay Service startup has Disabled!.Summary: Smart Integration Connector Service is disabled.I've checked the release notes and reference guide and couldn't find any topics related to these services. Can someone please explain or point me to the related documentation?Thanks,Cosimo

I am working on a cube view that will show balance sheet data for actualized months next to estimate months. I would like for my rows to reflect actual data for the months that have been actualized and then within the same row show my estimated future data for the estimate months.The difficult part I am running into is that I need to use a different UD4 for my estimate months in order to allow the ability to overwrite the estimated amount.I believe a business rule that would dynamically change the Scenario and UD4 would give me what I need.

Hello,is there a way to automate the creation of form template assigning the same name of the cube view?I have 30 disclosure forms to be added in a "form profile" and I am wondering if there is an alternative way of manually creating a "form template" for each "cube view". Thanks in advance for the help.Marcello 

Hello,Does anybody know what's the logic for TimeKey creation?As I see it's 10-digits code, but I can't see any logic behind it.Example:"TimeKey": 2018003000,"TimeName": "2018M1". Thank you.

  "Cube" is another name for the Financial Model 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 OneStream Community;  I am trying to copy "Actual" Scenario to a "Plan" Scenario. the Plan Scenario uses Summary Account structure and the Actual Scenario uses a detail account structure which is a Extension of the Summary Account (so a base account member in the summary hierarchy used by Plan could be a parent in the detail account structure used by Actual).  I am using a member formula in the Scenario dimension as below, using the "Option" member filter so that only base accounts in the summary account structure used by the Plan scenario is copied over from Actuals. But this is not working, since only base accounts in both the Summary (Plan) & Detail (Actual) account structure is copied over, the parent accounts in the detail account structure in the Actual scenario are not copied over. Any suggestion/help in the right direction would be greatly appreciated.   - thanks Kumar    api.Data.Calculate("E#WWPlanEntity:S#MultiYrActOL:V#Periodic = E#WW

HI I am trying to automate a data extract process to send data from OneStream to another system eg Anaplan. I have a data Mgmt job to Export the data to a CSV on the file share. I now want to move that CSV file from the file share to say my desktop for example (or any other file storage place). Has anyone done any routine like that? If so is there any BR in OneStream that can be used for that. I havent done this before but sure others may have come across this so just wondered what the best approach would be. Thanks!Tahir

Hi, when creating a Finance business rule, the proposed business rule template has a Main public function and a "Select case api.FunctionType" in it.   What is a FinanceFunctionType? And if I want to be able to call the business rule from a Data management step (execute business rule step), within which FinanceFunctionType should the code to execute be included?   Thank you

Hi, Do you know if there is a way to display in a Dashboard where a Member name is used in the application (in which Cube Views...) ? Thanks, Regards, Harry 

Statement: I can use global variables. 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  

Hello OS Community,   I noticed there was a variable for suppressing no data records when using the FdxExecuteDataUnit function.  Is there a way to bypass zero data records?   Thanks in advance for your help! Clifton

I have a set of Controller level users for Audit reasons don't have access to load or modify data.  I am wanting them to be able to enter Variance Comments.  The answer maybe obvious, but I wanted to be sure.  Do I have to grant them access to load data to these data points to be able to also enter their comments?