OneStream Platform Forums

Hi Team,How to avoid the requirement for confirming dormant MEP workflows, should we setup at all or do an alternative control or any auto certification possibility Long Term?RegardsDarpan Bhansali

Hi, I am working on a demo for BIBlend. I understand that "View" is not supported in BIBlend and we should derive it on the reports or by using BRs. Does anyone have some some examples on how I can use Time math Business Rules to derive YTD values in the BIBlend Dashboards? Or any other methods to report YTD/QTD values for BI Blend? Thanks Liliya    

Hi All, I'm trying to call out a XFBR string w/in a XFBR string in the column set of my CV (snip below).  Our consultant initially setup the first XFBR so that we could report on completed weeks of the month while rendering zero for the future weeks.  The logic works great but is dependent on manually entered parameters.  This is when I tried to introduce the second XFBR string to dynamically determine the prior week so that we can automate distribution of this output.  After pushing in the second XFBR string I get an error when running the CV of, 'Input string was not in a correct format' (see second snip).  I've tried to pass in the week value as an integer, a string, and as an Int32 value but nothing has worked yet.  I've also tried with and without the brackets [ ] on the CV column set, but no luck.  Any suggestions out there?  Help would be greatly appreciated. Thanks, Bryan       

Originally posted by Sarah Park 2/4/2020 Can anyone provide some guidance on how to change the display of the Matching Accounts on the IC dashboard? Client doesn't like that it's driven off of the plug account ID, so want to rename these as ICPlug - AR/AP, etc. I've seen it done before but can't seem to locate it.

This is causing me a headache! Here's the situation.   We have an Actual Scenario and a Forecast scenario In the Actual Scenario,  we have Cash Flow accounts that have formulas so that they pull data from Income Statement and Balance Sheet accounts.  For example CF1 pulls from the IS,  and CF2 pulls from the BS.  The CF accounts are all set to Flow account type, and the ones pulling from the BS have Flow Constraints set and those Flows have Switch Type set to True. In  Actual Scenario,  the Rate Type for Revenues and Expenses is set to AverageRate,  and Rate type for Assets and Liabilities is set to ClosingRate. In Actual,  IS accounts correctly translate at AverageRate,   BS accounts correctly translate at ClosingRate, and all Cash Flow accounts translate at AverageRate.    First question,  how does the Cash Flow translate at AverageRate?  According to the OneStream XF Reference Guide,  Flow type

Originally posted by Thomas Regehr Hello,  We have a report that needs to transition between the Budget scenario and Actual scenario as we move through the year.  Ideally the user will select a period, and depending if the period in the displayed column is current or in the past it will show Actual, else it will show Budget.  I was asked to complete this without creating a new scenario.   I tried the below, but didn't have any success.       Public Function PastBudgetCurrFutActual(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As String Try Dim currTime = args.NameValuePairs.XFGetValue("CurrentTime") Dim timeId As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, currTime) Dim colTime = args.NameValuePairs.XFGetValue("ColTime") Dim timeId2 As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, colTime) If timeId >= TimeId2 Return "S#Actual" Else R

Hello, We have data loaded to stage, voucher row text field, that we do not want loaded to the cube. Is there a video or how to doc that walks you through how to setup Attribute Value Dimensions for this column? I know from some of the OneStream training that I have attended it is possible but just having trouble getting started. Cube Design Attribute Value.docx (385.9 KB)      

Hello,I try to put a condition on workflow months in the data source, but i dont know how to call them in my Complex expression, does anyone have an idea ? Thanks 

Source:   Migrated from Champions I asked this question from OneStream staff at the Splash conference and OneStream support. I thought perhaps someone in this group has run into the same issue: The standard that appears to be used for calculating FX does not appear to be correct. It appears from the snippet that FX is calculating taking the month to date amount X month end closing rate - month to date amount X month average rate. From the Flow FX (Calculated) snippet: If (api.Cons.IsCurrency() And Not api.Cons.IsLocalCurrencyforEntity()) Then Dim timeId As Integer = api.Pov.Time.MemberPk.MemberId Dim rateTypeRev As FxRateType = api.FxRates.GetFxRateTypeForRevenueExp() Dim rateTypeClo As FxRateType = api.FxRates.GetFxRateTypeForAssetLiability() Dim closingRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeClo,timeId) Dim averageRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeRev,timeId) 'Calculate FX activity for current movement between Average and Closing

Source:   Migrated from Champions I built a mass upload template leveraging XFSet to use for our budget and forecasting processes that has a quick view to pull in all the accounts in our account dimension. I did this so that if we add a new GL account, the quick view updates upon refresh and is available for the users to budget/forecast to, rather than having to update the template for the users. The XFSet is hidden so users don’t accidently break the formula. The quick view is also hidden for the same reason. I have the sheet protected to further mitigate risks of users breaking the template. The issue is when we go to refresh the template which refreshes the quick view, the protected sheet won’t let the quick view refresh. Does anyone have a workaround to protect sheets while still refreshing the quick view?

Originally posted by Hans van der KempIf I look at the Data Adapters, it seems the method type "JournalForWorkflowUnit" contains the required information. So then I would need a Studio report based on that data adapter, similar to the RPTA -> is that the best approach?

Originally posted by James Kirkby Hello: I want to have a confirmation rule write a value to a single intersection (api.data.calculate) by either calling a finance business rule or writing the calculate directly into rule text. The rule loops thru base entities and certain accounts, then writes the value stored there to a single member; basically, a check to ensure that all base members foot to the top of a hierarchy in USD (We have had issues with this in the past, and now have historical data that doesn't foot in certain areas identified in our most recent conversion.) I don't want this to run on a member formula as it will significantly slow down consolidation on all other data units, and this really is a confirmation by nature; a data quality check. Our consultants suspect that this may be by design; that during the running of confirmation rule, the cube can't get written to. PS - I can confirm the data calculate is in fact running as I'm writing the calc string to the error l

Originally posted by Brad KoteckiWe have a business rule set up that emails users once completed. To do this we used the sample under Snippets>Other>General>Send mail. Is there a way to BCC the email addresses on the email, rather than sending directly to everyone as a group?

Originally posted by Ramanathan GanapathyHello All, Currently Our Default Currency in the system is 'USD".  The system is rolling up the value correctly for the all the flow member formulas for USD.  We also defined additional currencies in the system and for that the base value is not rolling up to the parent.    Is there is any formula available for us to use for the Parent to do the aggregation instead of Translation?   Thanks & Regards, Ram

Originally posted by Yan SavinskyHow to check if time period is the last month in a quarter in the Business Rule?   Thanks in advance.   Yan Savinsky

Originally posted by Kathy Dyda I am setting up Transaction Matching for our Cash Reconciliations.  I have ~70 separate data sets and the data source is one file - thus I am using Data Splitting.  A separate workflow profile is needed for each data set - properties are the same only the name is different.  It seems I should be able to copy a sibling profile, change the name and save.  I have not found a way to do this.  Any recommendations? (for a bit of humor, if anyone is curious it is six page downs, and five arrow downs to get to the 0_Frame_TXM_OnePlace - Transaction Matching workspace dashboard)

Originally posted by Mike KralCompany has a few hard carriage returns in their data file.  OneStream processes it without error but multiple lines gets created and the data does not get loaded.  Looking for guidance or a snippet of code to add to the data source to remove this hard return and get everything on one line.  Thank you!

Originally posted by Charlotte Mikes We see it in the data import but it goes to none when it get validated.   The IC code has been set up in the IC dimension. I don't know where to go look to find out why the IC code load but during transformation/validation it go to none

Originally posted by Darpan Bhansali Hi Team, i was looking for the Audit Log for Workflow profile re-name or workflow profile movement from one parent to another, almost similar to what we have for Metadata logs. Any hints for the same ? Regards and Thanks Darpan Bhansali

Originally posted by Ted AitasIs there any documentation on Data Sources - Data Mgmt Export Sequences?

Originally posted by Patrick Victory Let's say we have ten thousand vendors in the source system. Most (~6k) of the vendors are minor and we don't need to maintain detail about them but we still need to load all of the data. We've built out the dimension to have our "important" vendors in the appropriate hierarchies but I'd like to map all other vendors to an "Other Vendors" member. The problem is that the only way I can think to do with transformation rules is create a 1:1 map for every vendor in the dimension (~4k rules) and then a final *:* to map the rest to Other. This seems like a really terrible solution; management would be a hassle and it just looks bad. I've tried to brainstorm around some kind of connector BR logic that uses a descendants function to return a list of all vendors in the dimension and then write logic based on that but I'm not exactly sure how to implement it and it would destroy the vendor IDs themselves so drilling back would be problematic. The other soluti

Originally posted by Barry Nuckolls 3/13/2020 Short of joining to a dimension table to get a member's description, is there a way to configure the blend table build process to use a member's description (alias) instead of the member name?

Originally posted by Mike Kral Can you have a Workflow where you load data for all entities but then have other Workflows where you disable the Import Channel but use the Forms Channel? We are attempting that but once you disable the Import on the other Workflows then the Central Import data will not validate as it states there is not a open Import Channel for a specific entity.  The entity is assigned to the other Workflow so that those users can complete Forms.

Originally posted by Catherine MartelDoes anyone know about a report that will show closing status in task manager on prior months that we could give to our external auditor as a proof of internal control? thanks    

Originally posted by Barry Nuckolls 3/3/2020 I am trying to come up with an Analytic Blend example with the client's metadata/data on the UPS project. I have put Building and Division as Attributes 1 and 2, respectively. I did not put aggregation points for either of them in the BI Blend workflow however. I did put aggregation points well below the dimension tops for some but not all dimensions.