OneStream Platform Forums

  In order to see data, are all 18 dimensions used 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, Does anyone know how to turn off the Quickpost function for journal entries?  Regards, Ronnie Karpinski

Our team has been working through an Infrastructure project, which requires pulling task activity from the Framework Database.  When pulled directly from the database, we see task activity type in numeric format.  To get the descriptions I ran an comparison by extracting the Task Activity dashboard tool and was able to identify the below descriptions:  (CASEWHEN a.TaskActivityType= -1 THEN 'Unknown'WHEN a.TaskActivityType=10 THEN 'Recycle Application Server'WHEN a.TaskActivityType=100 THEN 'Get Data Cells'WHEN a.TaskActivityType=101 THEN 'Get Data Cells Using Script'WHEN a.TaskActivityType=110 THEN 'Cube View'WHEN a.TaskActivityType=111 THEN 'Cube View Report'WHEN a.TaskActivityType=112 THEN 'Export Cube View To Excel'WHEN a.TaskActivityType=120 THEN 'Quick View'WHEN a.TaskActivityType=200 THEN 'Book'WHEN a.TaskActivityType=1000 THEN 'Data Management'WHEN a.TaskActivityType=1100 THEN 'Data Management Scheduled Task'WHEN a.TaskActivityType=2000 THEN 'Load And Transform'WH

Hi all,I have an issue whereby I'm loading our company actuals into OneStream, but if a General Ledger code has no data in it but had data in previous months, I think OneStream assumes the YTD value to be zero and so the opposite total of the previous months is being loaded.So for example the YTD total of repairs & maintenance may be £100 at Apr-22, and in May-22 there are no further transactions so the YTD position is still £100. However as no transactions occurred in May, when the data is loaded      -£100 appears in May.I've checked the DateSource and TransformationRules we have set up, I cant see a reason why this would be happening as it's all set up as 'Periodic', and so only the data from the initial load should be include.Does anyone have any ideas as to where the problem my lie, or where I could look to try and see why this is happening?Many thanks,Ged

Hi All, Need some help in updating properties of scenario member through an extensibility rule. 'Workflow Time scenarioProperties.WorkflowTime.SetStoredValue(BRApi.Finance.Members.GetMemberId(si, DimType.Time.Id, objUtil.GetCycleFirstQuarter(si, api)))   'Workflow Start TimescenarioProperties.WorkflowStartTime.SetStoredValue(BRApi.Finance.Members.GetMemberId(si, DimType.Time.Id, objUtil.GetWorkflowStartTimeForScenario(si, api)))   'Workflow End TimescenarioProperties.WorkflowEndTime.SetStoredValue(BRApi.Finance.Members.GetMemberId(si, DimType.Time.Id, objUtil.GetWorkflowEndTimeForScenario(si, api)))   The rule compiles fine however fails on execution. Error message received: Error updating member. Invalid parameter 'WorkflowTime'. Would someone please guide me with the correct way to achieve this?

Hi All,We're currently trying to map IC relationships in the transformation rules where the source data doesn't contain this field. We can map this based on the GL account from the ERP system but just unsure on how to do this in OneStream. Essentially we'd like to use 1-1 mapping but based a different column other than the IC in the source, is this possible?Thanks,

Hi All, Is there any utility rule available which helps to take backup of all the components of the application? This can then be scheduled to take daily/weekly application back ups.  Any leads would be appreciated.  

I'm starting to plan for upgrading our OneStream dev environment from 6.2 up to 7.0.  Part of the testing will have to involve the Excel add-in.  If I uninstall the 6.2 add-in, and install the 7.0 version,  can I still use it with our Production 6.2 environment?  

Hi All, I have a requirement to open a web URL(it is a field in the table) in users default web browser. Current solution: I could do it using the "web content" component in the dashboard. I am capturing the field in a literal parameter and then using it in the web content component to display in a dashboard. It works.  Issue: Dashboard opens the web page in the dashboard window but does not render it properly. The component is pretty basic and does not have any option to customize it. It could be that it is using some costume inbuilt browser type component to display it and may not support all web page components require to display it properly. Looking for: A simple way to open the default browser in the business rule. I am sure there will some VB function which can do it but could not find it yet.  has anyone ever done that? appreciate any help.   

Hi Community, For us the biggest lack of the Onestream product is the ability to point to two different applications in the Excel formulas. We are a customer since around 2016 (live 2018) and we have raised this on may occasions and in many forums.  It has been hurting us all along when testing developments on test vs. production - to see either that it did not impact the numbers or it had the impact we desired. We have been coping with comparing reports etc.   Now we are in the middle of the first rebuild after going live - and the amount of datapoints, levels that we need to check is massive - while we still wait for this most obvious long term deficit, in an otherwise very good product, to be fixed, we turn to you guys.   Can any one share their approaches to compare the data between applications in the development process in generally.   Kind regards Per

I want to create a new application in our production environment, but I only want certain people to have access to the application.  How do I add security on the application?   Thanks, Winni

Hello,How can we navigate to a specific workflow step from a button? That workflow step holds a form template group at present. Can we have navigation on button click to that form template group?Any leads would be appreciated.

Hi- Our scenario is set up as Range ( say 2022M1 to 2024M12). I have a database table which have Jan to dec as columns and I have Year also as a column. So we have different year 2022, 2023 as rows and the data is in Jan to dec. IS there any way to load all of this together. Right now i can use a matrix data and put in a complex expression which can either say workflow time & "M1" etc or i can read a literal parameter read the year to be loaded and i can concat and return in the data source. But is there a way in data source complex expression or a parser business rule that I can get the value of another column  in the data source , so i can reference what is the field value of the year and the concatenate that.

Hi all, I have built out my cube view that shows headcount change for 2019 M12, I want to be able to capture the ‘Ending Balance Headcount’ for 2020 M1 as its ‘Begin Balance’.  Will a rule be the way to go in order to achieve this? Unsure on where to go from here.   Thank you.

Is there a way to export the Transformation Rules into an Excel file? 

Hello All, Could someone guide on how a system business rule is triggered? As part of automating some daily tasks, we intend to automate addition, deletion of metadata members through a system business rule. Is the process similar to triggering extender rules? Any leads would be appreciated. Thanks  

Statement: I can run any business rule in the business rules section in order to test it. Question Credit:  Chris Bielinski   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 !I am trying to use a Drill Back option in my Data Connector.So far, I get the data from my connector in the staging area, which is great. Now I am trying to open an invoice document, which is stored noth in FileShare, or in Application Database for test purposes.However, even though I get the drill back types name, when trying to open the PDF file I only get the message "querying source system" and then nothing happen!Do you know of any reason why ? I thought it was a simple business rule ... Regards,

Hello All, I have one specific query about data Management Tasks as below: If I want to allow a user to be able to edit parameters of only one of of the DM Group and not to allow edit anything else - Question is >> which 'Security roles' need to be looked at? I can see only way to allow editing is to allow Security role 'ManageData' BUT this allows everything and all DM tasks and even user can setup a new DM group - which is really risky and can not be allowed.  Kindly help with your comments if I am missing something here. Our current status is, we can not allow users to edit the DM tasks and we keep on making parameter changes for business users, which is really a big pain. You guidance here would be really very helpful. Thanks Satish  

Business Rules can be used to load data into OneStream even after certification and Data locking.  Rule writers must take care and ensure that the rules has syntax lines to prevent such things for happening. Any other comments on this topic from the experts? 

TeamI have 2 concerns:-Few members under account dimension i see grey out which am not able to edit. How do i make them editableHow do i mass delete the members in Hierarchy and under Orphans without loading the entire metadata RegardsVarun 

Statement: I have People Planning in my application, I can set this up so that only some people can see the data – and not the CFO admin 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   Want more Fact or Fiction? OneStream Press Authors are subject matter experts... but do they know about the 80's, sports, movies, or other pop culture trivia? Are you able to tell if their knowledge is fact or fiction? If so, come for the crown, stay for the fun, and emerge the new Fact or Fiction Champion at Splash San Antonio. Prizes will be awarded! You can volunteer to participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!    

We recently migrated from the legacy “client API” to the “REST API”. They are fairly similar and the migration was straightforward. We use these interfaces to retrieve data via custom “cubeviews”. The cubeviews act as a vehicle for exporting business data from onestream cubes. However it would be more convenient if we did NOT have to build and deploy cubeviews each time we needed a new piece of data. I have not found any mechanism for this yet, either in the old “client API” or in the “REST API”. In other words, it would be nice if there was an “ad-hoc” mechanism for retrieving data programmatically from dimensions and cubes. I haven’t found this yet, in the OneStream “DataProvider” interface. I see that there is an option for running SQL queries but I was told to avoid it since it is low-level and is used to interact with raw/internal SQL tables whose schemas would not be meaningful from a business perspective. In short, I’m wondering if there is a way to extract data progra

I have some experience retrieving structured cube data from the REST API named "GetAdoDataSetForCubeViewCommand". However, I'd like to get ad-hoc information. Ideally there would be another method that is analogous to retrieving data from an Excel "quickview". Did I overlook a "quickview" mechanism in the REST API? I am using the documentation named "REST API Implementation Guide", but it doesn't mention anything that looks promising. Perhaps there may be some undocumented approach? The cubeview already does much of what I need. However it requires preparation (the cubeviews must be prepared ahead of time and deployed to the server). It would be better if the API allowed "quickviews", since they don't require any previous preparation or infrastructure. Currently we are using Onestream v.6.3.0.  

Even a simple globals.getObject("_ex") throws a object reference not found error. Is the use of the globals object prohibited inside a spreadsheet rule? The code: Error log when this spreadsheet rule is used: But if I comment out line number 24, the error log becomes: