OneStream Platform Forums

Hi  We have set up a line of business attribute in our UD3 dimension based on cost centres. It has become clear that in several reports we need to aggregate some of these members. I think the easiest way to do this would be if we could introduce a new layer between the current parent and children. My questions are a) is it possible to do this and if so how? and b) how would this impact reports that are already in circulation? I have tried to illustrate what I'd like to do in the picture below. Thanks

Hi all,   We've recently implemented RCM and I have one issue I'm trying to figure out. Certain accounting teams want to do reconciliations (for SOX controls) on certain accounts that have always had 0$ balances in the account month ends. I'm currently lost on how to get these into discovery - since it seems there has to be a balance at least one time for it to be populated there.   Is the a manual way to add a couple of all-time 0$ balance accounts that way there will be a reconciliation option for it?

Hi, sorry for such a small issue but hoping to get a quick second look. I input the following to calculate BW percent but the following screenshot with the error keeps coming up, despite the comma I put in. Would anyone know what could be wrong with the syntax?  GetDataCell("BWPercent(S#Working:V#QTD:T#QuarterNext1(|CVTime|),S#Budget:V#QTD:T#QuarterNext1(|CVTime|))"):Name(Var %) Thank you  

Hi all What is the globals object good for we are seeing in all the business rules?    

Hi all,    We have a simple copy calculation on a forecast scenario that copies in the actuals data for certain periods, defined in a text field. We've had it for years and it generally works fine with no issues. This quarter though, I'm having an odd issue. There are a handful of intersections that are copying only USD values, but not local values and I cannot for the life of me figure out why. ANY suggestions or thoughts on what to review would be helpful!    Here's the calc on the scenario for reference:  Text2 field is 3 (technically "Firstforecastmonth=3") on the scenario and I'm looking at M1. There are about five accounts (out of hundreds) that are off, but inconsistently so there's not one specific piece of master data that seems to be driving the issue. Exchange rates are loaded and the entity with the issues is a CAD local entity that's translated into USD. The part that's truly baffling is that it's only copying in the USD value - here's an example

Happy end of Ukraine war (hopefully)?? We have 9 Windows on-premise servers. 1) How do I know Which one is our OneStream app server, Data Management server etc? 2) I am running Parcel services which writes to OneStream's C:\OneStreamShare\Fileshare\Applications\Will that write to OneStream's application server or DM server?  Parcel services kicks off a Data management job that exports files/reports to that C:\OneStreamShare\Fileshare\Applications\ folder. Thanks for your help.

I have created an extender BR to load from a  xlsx file with xft named range into a custom table. The file is in the OS cloud fileshare in a specific folder. I am 100% sure the file is set up correctly and the path is not an issue, however I still keep getting an error when running the BR from data management that file is invalid or missing. Can someone please help.  Below is the BR . What am i missing   Dim fileName As String = "XFD_Plan1.xlsx" '<-- Enter name of Excel fileDim filePath As String = "Applications\OneStreamDevelopment\Batch\Harvest\" '<-- Enter path to Excel file'Note: dbLocation, TableName, LoadMethod & Field names defined in header of each excel "xft" range.BRApi.Utilities.LoadCustomTableUsingExcel(si, SourceDataOriginTypes.FromFileShare, filePath & fileName, Nothing)

Hello,   I have a use case where I need to get data from siblings (or parents) for a dynamic calc. Entities A,B are part of the same parent EntityC. Cost1 / Entity A : 1000 Cost1 / Entity B : 500 Cost2 / Entity A : 2000 Cost2 / Entity B : 1000 The calculation of the KPI should be as follow for each entity : (0.5*Cost1 + Cost2) / ( 0.5*Cost1:EntityC + Cost1:EntityC). or : (0.5*Cost1 + Cost2) / ( 0.5*Cost1:EntityA+EntityB + Cost1:EntityA+EntityB). (it's the same really) Just to give more fun to it, this formula should be dynamic, as I have multiple entities and multiple parent...   I'm looking for a formula that would help me achieve this ?   Regards,

Where can I find attachments to posts (in community)? Happy Spring everyone!! How can I direct message to community Admin? Our community Admin gave an excellent hint on how to send email notification in link below: https://community.onestreamsoftware.com/t5/Office-Hours/With-respect-to-e-mail-notifications-in-Task-Manager-are-the-pre/ta-p/1453 He claimed to have attached  UTM_EmailLateTasksHelper Business Rule to his answer, but I don't see it.I would like to direct message him and request that he posts his business rule.Thanks.

Happy Spring!!Silverlight no longer downloadable nor supported by Microsoft. However, when it is needed to run OS in IE 11 web browser.  How do I run OS in IE 11 web browser without silverlight? I'm on OS 6.1.1.  I am using OS windows app, but like to run OS in IE 11 web browser simultaneously

We are exporting batches of reports using "Parcel service" - each report is exported to a folder with "2022_March" in its name. At the beginning of April (and every month) I had to go into each report's path and manually change the path to "2022_April" of each output filename-report to reflect the new month.  I think the solution is to extract (export ) the Parcel reports parameters to XML file, change the paths manually, then re-import the new XML file. However, I exported all Dashboards and application - I was not able to find Parcel report parameters.Any idea where to extract them?We Clicked on System> Environment under the Tools menu. - Click on an App Server within the Application Server Sets menu. -On the Configuration tab, there is an entry for FileShareRootFolder; but that's not where the path is defined. 

Hi,Is it possible to extract one dimension member instead of total dimension members from one environment and load the same into another environment? Regards,Madesh K

How can I import data for multiple time period all in one go? I was told that its possible. But wondering what settings do I need to change in order to do that.I tried using "Replace All Time" but the Time is set to "Current".  I'm uploading a excel base file. Any guidance on this will be appreciated.  

Hi,Is it Possible to extract any metadata (For Example Account) from one environment and upload the same into another environment? Thanks,Madesh K

We are looking for ways to reduce the data unit size in one of our cubes in order to increase reporting performance without having to do a redesign.  We currently have +20k UD1's and +10k accounts in this cube and 16 years of historical data.  Would updating the "In use" tag to false for inactive accounts and UD1's reduce the data unit size and help improve data pulls and reporting performance for current years?  We aren't able to completely remove these accounts/UD1's because we are going back 16 years for historical purposes.

Account dimension member "In Use" property (Vary by Scenario Type and Time) set to Scenario Type = "Control" and Time to "2022M2", Stored value "False" However when I try to grab the InUse value via a BR it always returns "True"   Dim varyByScenarioTypeId As Integer = ScenarioDimHelper.GetIdFromName(si, "ActCon") Dim varyByTimeId As Integer = TimeDimHelper.GetIdFromName("2022M2") Dim boolInUse As Boolean = BRApi.Finance.Account.InUse(si, memberId, varyByScenarioTypeId, varyByTimeId)   But works fine if I set the Scenario Type = "Actual" or "Budget". Doesn't work if Scenario Type = "Control" Any ideas?

Does anyone has a NotePad++ language definition file for OneStream rules? Thanks in advance.

Hello,I am wondering if you can provide any issues or conflicts that may arise by changing the "Input View For Adjustments" from "Periodic" to "YTD" on a Scenario? How does this impact historical data? What happens to Periodic journals booked in a previous month, do they automatically convert to YTD, or do they stay Periodic? I'm looking for any best practices on making this change. Thanks!Regards,Ronnie Karpinski

Hello Everyone,  Looking for a quick help Please. Here I am trying to write a Dynamic Calculation code which will follow the exact logic of PVA translation however will use rates from previous year. So kind of a Constant currency solution. However when I am in Time period 2, I am unable to pull data from different periods, This calculation works If I make my T#Hardcoded e.g. 2020M1/2020M2. Current outcome is all zeros 😞 Please help with any solution anyone has or can point me to right direction - since unable to understand what is missing.   Thanks Satish    

Hi all, I have a dynamic calc that displays zeros instead of null when the source cell is null. In the image below, MTD_CF is dynamic and it shall display None data under certain conditions. When None is null, MTD_CF is showing 0. Is there a way to avoid this so the dynamic calc shows nulls as well? I've tried with RemoveZeros, like this: Return api.Data.GetDataCell("RemoveZeros(V#" & view & ":U1#None)").CellAmount The code returns the result, but does not remove the zeros. Any ideas? Thanks in advance. GSF

Hello: I've integrated a set of transaction details from a GL into a bi-blend cube within OneStream. I'd like to aggregate along the UD1 dimension so we can see the data at the parent level for each transaction. The dimension consists of a set of parents with a few base members rolling up to each one, it's a pretty simple dimension. I'd like to be able to see the parents in a column with the base members in the other column. Note: that the base member is being passed directly form the data source, i.e. It's a pass thru mapping. An example of a parent child relationship is below: Parent: Clubs Base:1000 Base:2000 In the ud1 value column, I'd like to only see "clubs" while in another column I would like to see "1000" and "2000" values in another. I know that in the ud1 when I aggregate this dimension, I'll see the base member and the parent members in the same column for UD1 even if it's the blend unit dim. I'm passing the base values into an attribute. Is the only way to exclude non-bas

I have a loaded set of base data in our People Register, but this needs to be amended to capture New Hires, Leavers, Promotions etc. I had thought that this would be possible by using the excel file template that was used for loading the base data. I've tried doing this for a leaver, where I have manually changed the base entry to show the "to period" as the month that the person leaves and then created an entry in my blank template to show the remainder of the period with no salary (this enables me to build a bridge of starters, leavers etc.) When I load the file the new entry overwrites the row already in the People Register. What I need it to do is to add a row. The load method in the file shows "Merge" and I wonder what I should change this to in order to get the import of the adjustment file to add the adjustment rows rather than overwrite them.      

Hi all Onestream stores a lot of information using an integer ID instead of a name. And most of the time we also deliver a simple way, to get objects (or names of objects) using an api or brapi call. Somehow getting the name of a dimension from its ID is an exception. Is there a simple way to do it? Cheers  

Hello Experts, I am trying to export Cell Details to a CSV using a business rule function as shown below:     If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Export_CellDetails_CSV") Then Dim wfUnitInfo As WorkflowUnitInfo = api.Workflow.GetWorkflowUnitInfo() Dim SRCTimeName As String = wfUnitInfo.TimeName Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) Dim timeStamp As DateTime = DateTime.Now '.UtcNow Dim AESTNow = System.TimeZoneInfo.ConvertTime(timeStamp, TimeZoneInfo.FindSystemTimeZoneById("AUS Eastern Standard Time")) Dim timeString As String = AESTNow.ToString("yyyy_MM_dd_HHmm") Dim xfolderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si, True, configSettings.fileShareRootFolder, si.AppToken.AppName) Dim csvFilePath As String = xfolderPath & "\" & "Cell_Details.csv" If File.Exists(csvFilePath) Then File.Delete(csvFilePath) End If

Hello, I am working on a CTA plug account and also historical overrides. Right now for the plug and overrides to run I have to force calculate and translate. Is there a way the user would be able to run the consoldiation and the formulas run correctly without having to go through a whole sequence of steps? Basically, is there an easier way to run the translation logic within consolidation? These are the current formulas I have: CTA Plug with formula pass 8 being used: If (api.Cons.IsCurrency() And Not api.Cons.IsLocalCurrencyforEntity()) ThenDim entityDimPk As DimPk = api.Pov.EntityDim.DimPk Dim entityId As Integer = api.Pov.Entity.MemberPk.MemberId If Not api.Members.HasChildren(entityDimPk, entityId, Nothing) Then api.data.calculate("A#313001:F#TB_ENDBAL:I#None = A#TotalAssets:F#TOT_USGAAP:I#Top - A#TOTALLIABEQUITY:F#TOT_USGAAP:I#Top") End If End If and for overrides I only have one formula being used for “Historical Override Prior” on Formula pass 1. I think this may be part