OneStream Platform Forums

Hi All,  in OneStream 6.x some functions in Business Rules became Obsolete. One of them is the BRApi.Database.GetCustomDataTable where the initial script required a string as CriteriaExpression but now it requires a list of dbWheres. That part I fixed. There are also functions that are not available anymore like: 1) Warning at line 418: 'Public Shared Overloads Function CreateSubstVarSourceInfo(dbConnFW As DbConnInfo, dbConnAppOrFW As DbConnInfo) As SubstVarSourceInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. The SubstitutionVariablesHelper is not available anymore.   Has anyone an alternative to this function (often used in MarketPlace solutions)?         'Create DBConn Infos (Only Used for EngineIfStatement Expression Processing) Using dbConnFW As DbConnInfo = BRApi.Database.CreateFrameworkDbConnInfo(si) Using dbCon

Hi All,Has anyone integrated OneStream with OKTA in their organization to enable SSO login into the OneStream applications? Any leads/suggestions would be appreciated.Thanks 

hi,i have a long running DM job which was triggered from ControlM using the REST API. The problem is controlM couldnt wait for the DM job completion to mark it as completed since the DMjob takes more than 2 hours to complete. Can we write a seperate function which sends back the DM job status from OneStream so that controlM can polls and check for the DM job completion. Is there an API method available which gives out the status of the DM job. ThanksVijay 

Hi, this might sounds like a stupid question to the more experienced people in the community, but how do I refer to the workflow variables from within an extensibility business rule? These 2 lines of code are of course not working: Dim sScenario As String = |WFScenario|Dim sTime As String = |WFTime|   Any hint? Thank you  

Hello!We're implementing Transaction Matching and we have a use case to load transactions on a daily basis and run matching each day.  Our TXM scenario has 12 periods, but we're finding that once the data in the Import step loads to the data set and the transactions match, additional files cannot be loaded using the same import step since there are now transactions from the first data set that have been matched. Example: Import transactions on May 1 into 2022M5, run matching - transactions are matched.Import transactions on May 2 into 2022M5 - error - all transactions in stage have to be unmatched first before reloading. Wondering how others handle this - create a separate import step for each day of the month to load each individual daily file and combine them all to load into one data set?  Are there other options?Thanks!Kathryn

Statement: You should not parse data by anything but Entity. 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!

Hi I am trying to extract a dashboards  from an application and load into another application, would any one be able to share the XML template that is used for Project Extract & Load? or would appreciate any other helpful suggestions and guidance.    thanks - Kumar 

Hello- I have created a business rule that uses a buffer to bring back UD1 members that have a value against them, then they are added to a list like this: myList.Add(api.Members.GetMember(DimType.UD1.Id, curUD1)) Later on in my code I do a sort Ascending, and return the results back to a cube view: objMembers = (From member In myList Order By Member.Name Ascending Select Member).ToList() I'm encountering a problem with duplicate values in the results.  This is because a small number of UD1 members have activity booked against them across more than one of the entities I am processing. Are there any quick solutions to removes the duplicates in the add to list or sort steps? The only thing I can think of would be to check if the value exists in the list before I add it, but that would require more coding. Thanks

Statement: You can move data or metadata between applications 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!

Hi everyone, Is it possible to set a search/filter option in the combo box where user can type in the value and it will be picked up from the underlying list?  Alternatively, another component that can do it? I have tried using the tree view with search and filter option but it does not display anything if I use member list as bound parameter. Any other parameter type should be used specifically for tree view to work?

I have five cube views attached within a dashboard that utilizes the tabular layout. The content dashboard where the cube views sit is redrawn when a combo box is changed. However, the dashboard always redirects to the first tab. Only the content dashboard is set to redraw when the combo box is modified, and embedded dashboards are utilized to build up to the main dashboard. The goal is to change the combo box without redirecting the dashboard to the first tabbed report. Has anyone else seen this behavior and has a solution to redraw the dashboard with the new combo box selection while maintaining the current tabbed report displayed?

I've extracted the formula file for all metadata formulas,  and have notepad++ installed as my preferred tool for reviewing. What language settings in Notepad++ do I need to use in order to replicate the colour and formatting of OneStream's internal formula editor?

Hi, let's say I have a dimension with Member001 to Member020 being siblings. In a cube view I want to have rows with all members from Member001 to Member012. Using cube view designer, what's the syntax to specify the range, without having lo list all the 12 members? Thank you

Happy inflation and food shortages <Not!!>Quick question. I have over 15 years experience in Essbase and find it confusing that we have multiple 1Stream cubes in one 1Stream application - but they all share the same outline!! I think I understand 1S extensibility.Is there an article that explains the differences of Essbase vs 1Stream? I would like to suggest to 1Stream developers to show cube name somewhere when I open a workflow. I don't see a way to tell if that workflow is for which cube!! very confusing.  

I am passing 2 Entities in the Data unit for Calculation as Entity is different in both the destinations  So what i was expecting is that it will run as a for each loop with both the entities so it will pick enitity1 and then run the Calc and then enitity2 and then run the Calc  what i was expecting was that the order will remain same every time it will run that is Enitity1 then Enitity2  but what is happening is that it is first taking enitity1 and then entity2 but when i run it again it is taking enitity2 and then enitity1 in that for each loop  to solve this i used 2 different DM steps but why it is running like this i want to know  Can anyone explain why it is running like this ?

Hi everyone, Can someone explain how the UD Member property "Is attribute member" works? I would like to assign to my UD5 members some attributes and be able to create CubeView base on the attributes. As an example, my UD5 could be Customers and the attribute I would like to assign to each Customer is the type of Customer (Retail, non-retail etc).  I thought I would use the "Text 1" property of my Customer members to input the type of costumers. I would then create a separate UD5 dimension "CustomerAttributes" and list all the attributes. Finally, enable the "Is attribute memeber" property of my "CustomerAttributes" dimension members and do a comparison between the value in the Text 1 of my Customer members and the value in the "Comparison Text 1"  of my attribute members.

I'm getting this content back from the REST calls to a data adapter: null   Here are some headers:StatusCode: OK, Content-Type: application/json; charset=utf-8, Content-Length: 4   There is no failure, just a "null" content where JSON should be. There is nothing in the onestream error log. It seems to happen a large percentage of the time (20% or so).  What should I do to investigate?  Is it ever the expected behavior that the API will return HTTP-OK with the word "null"? Using version 6.5.0.12623.      

Hi,I have setup the Global drivers in the People Planning module to be XFCell formulas, so that users can input drivers by Period/Scenario via cube views. The formulas look like this one:(XFCell(Cb#People_Planning:E#RU0451:P#GL1151:C#Local:S#Plan:T#|WFTime|:V#Periodic:A#PP_Acc_Driver_DE007:F#None:O#Forms:I#None:U1#None:U2#None:U3#None:U4#None:U5#None:U6#None:U7#None:U8#None)) The formula works fine as long as the value retrieved is lower than 1000. The reason is that the retrieved value is by default retrieved in the #,###.000 format, which the People Planning module doesn't like. This is an example of error message:Summary: Error processing Data Management Step 'CalculatePlan_PLP'. Unable to execute Business Rule 'PLP_DataMgmt'. Global Driver [DE Max health insurance wage] Expression ErrorNon-Numeric value found after substitution: [Expression Before Substitution =(XFCell(Cb#People_Planning:E#RU0451:P#GL1151:C#Local:S#Plan:T#|WFTime|:V#Periodic:A#PP_Acc_Driver_DE007:F#None:O

Happy end of masking!! We are trying to pass multiple months to: wfClusterPkChild We tried to pass Qtr1.base but we get error message. Any suggestions on how to pass M1, M2 , M3 - which are base level children of Qtr1 ? Here's our code: wfClusterPk = BRAPi.Workflow.General.GetWorkflowUnitClusterPk(si, profileName, scenarioName, timeName) where timename is 2022M1 Dim wfClusterPkChild As New WorkflowUnitClusterPk(profileInfo.ProfileKey, wfClusterPk.ScenarioKey, wfClusterPk.TimeKey) --- where timename is 2022M1 - it works great. However, when we tried to make timename = Qtr1.base, we get error message.   When we try to display using wfClusterPkChild.ToString, we see this "ProfileKey (ffb8c7f5-2cc0-48bb-b483-a2c81cb84875), ScenarioKey (0), TimeKey (2022003000"   wfClusterPkChild= ProfileKey (ffb8c7f5-2cc0-48bb-b483-a2c81cb84875), ScenarioKey (0), TimeKey (2022003000), wfClusterPk.TimeKey = 2022003000 

Statement: A parser business rule is commonly used with a data source 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   Want more Fact or Fiction? We’ll be hosting a LIVE game show at SPLASH San Antonio! Come participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!

What is the best way to design and implement constant fx rate analysis?  We want to apply a budget rate to all months for actual/fc/budget.  Entities are loaded in local currency and I thought it would be simple to use an entity hierarchy in which I'd put the custom rates at the parent level so during consolidation it would use the set fx rates.  Unfortunately this is not working as I had hoped, I'm not seeing a difference at the parent level between the "real" hierarchy and the constant rate hierarchy. Thank you.

OneStream is the best EPM app for consolidation and everything planning - it is going to kill Hyperion / Essbase !!Does anyone have a sample business rule BR for a column (e.g. K) to Accumulate what is in another column (in Cubeview)?I probably have a written something similar long time ago, but would like to see if someone else wrote a better BR.

Happy "end of forced masking" everyone!    Why can't we log in as user administrator recently? We get message "invalid user or password" Maybe Our user administrator is locked out due to too many attempts to login with invalid password. How do I unlock ? (ps. I read OS Design and Reference guide about enabling users - I see that user Administrator is enabled. 

Hi All - I am trying to copy Base accounts from Actual to Plan Scenario but it is not working when I try to consolidate but it is working when I perform force consolidate. Below is the code and any help would be appreciated.   If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyforEntity())) ThenIf api.Pov.Scenario.Name = "Plan" Thenapi.Data.Calculate("S#Plan = Eval(S#Actual:O#Top:I#Top:U1#Total_CostCenter:U2#Total_ProfitCenter)","A#[Corp_US_Sales].Base",,,,,,,,,,,,AddressOf OnEvalDataBufferScrFilter)Brapi.ErrorLog.LogMessage(si,"APIDATA") End IfEnd If Private Sub OnEvalDataBufferScrFilter(ByVal api As FinanceRulesApi, ByVal evalName As String, ByVal eventArgs As EvalDataBufferEventArgs)TryeventArgs.DataBufferResult.DataBufferCells.Clear()For Each sourceCell As DataBufferCell In eventArgs.DataBuffer1.DataBufferCells.Values'Only process cells that have dataIf (Not sourceCell.CellStatus.IsNoData) Then'Apply filtered source cells with data as the new Data Buffer CellsDim

Hi experts, The business users had posted some retained earnings adjustments to both base and parent entities at OwnerPostAdj consolidation level. I have a very simple opening balance rule that works across all entities and consolidation levels: api.Data.Calculate("F#100= RemoveZeros(F#EndBal:T#PovPriorYearM12)","A#<balance sheet accounts>.Base") We are seeing that the opening balance (F#100) member is correctly pulling the OwnerPostAdj numbers for the base entities from prior years, but is not bringing in the opening balance from the parent entities at OwnerPostAdj level. I did a 'Force calculate with logging' and see that the 'ReadDataRecordsinDataUnit' step is showing zero records in the database. However, I can confirm that the journal was posted in M12 at the parent entity and C#OwnerPostAdj level. Any suggestions as to what else I might need to check? Regards, S