OneStream Platform Forums

How can I view more than one plug accounts when doing a report in Intercompamy Matching? Or I can only use one plug account.  

I am trying to build a stacked bar chart with time on the x-axis. Time is being chosen via a parameter in the cubeview and then populating the 12 months prior to the time chosen as well as the time chosen. The time profile being used a custom profile with M1 being April. When I enable "Add Start End Calendar Time" in the data adapter and use "StartTime" as my argument, the data comes through for the right months, however the descriptions for time are that of a standard time profile (i.e. M1 is January) even though it is pulling April data. When I disable "Add Start End Calendar Time" in the data adapter and use "Time" as my argument, I get the correct time descriptions for the custom time profile, but they are out of order (displaying in alphabetical/numerical order).  Does anyone know a way around this? 

We are implementing a consolidation solution where customer will need the ability to analyze data by each Project. Currently they have 12000 projects, and the list grows every year/month. Some Projects may deprecate however we need to retain them to maintain history. Is it advisable to setup 12000 Project members in the cube considering the potential to grow every month? Appreciate any advice to solve this requirement.    

I'm building an integration that uses an OAuth 2.0 endpoint to return an access token for a 3rd-Party REST API service. I'm unlikely to be able to get a client-credentials grant for machine-to-machine RSET interactions (which would be ideal, so I have to proceed this way). It's Xero (don't ask....) The authentication endpoint uses a user/password followed by 2FA challenge in order to allow the API scope to be set, and an access token (and refresh token) to be returned to a redirect URL. I can do this easily in PostMan because PostMan - whilst not having a valid redirect URL - can intercept the request and extract the information in the URL/response Headers sufficiently for them to be used in subsequent API Requests. I'd rather not do this in PostMan going forward, and I'd like to handle the login/challenge in a Web Component in a Dashboard. I can get as far as opening the login Web Page, completing the 2FA challenge and then authorising the scope of source Entities, BUT when I hit OK t

Hello, I am looking to connect with any OneStream customers who are using OneStream as the source for their final trial balances. Currently we book a few top-sided entries in OneStream and then push them down to their appropriate ledgers the following month. This results in our trial balances coming from our ERPs to always be in balance. We are considering having our Shared Services Team take over some entries from our Controllers that would be top-sided in OneStream and we are considering not pushing them down to the ledgers. We are essentially looking at OneStream as being the source for our final trial balances. We currently use the Account Reconciliations Solution, so we would still reconcile the trial balance and all the tops-sided entries. Is anyone currently doing this? I've seen this done in HFM, curious if any OneStream customers are. Thanks! Regards, Ronnie Karpinski

I am wanting to use a custom Data Style that I have made in Excel, in a OS Quick View. I have followed the instructions found here  but it seems that the custom style does not populate as an option in the OneStream  Quick View settings. Is there something I have to do after creating it in excel, but before using it in OS? 

Hello,  I am using an excel Form Matrix template to load some data into OneStream. I am trying to add Annotations into this view but I am facing a issue.  Using the AN# in the matrix layout will automatically populate all the periods with the same comment. I would like to specify in the template for the annotation to go only to T#|WFYear|M12 for example.  Can anyone help me with this? Thank you

Hello everyone, While checking a DataRecord table in OneStream Application database, the following three columns exists:  UD34, UD56 and UD78. Does anybody know what is the utility of these columns? Is there any method to calculate the value that is added for each of these columns? Thank you in advance for your help. Regards,  

I use the Text3 field in Flow members to hold a status value. I have a BR that is creating one Flow member at a time. When the BR runs the line with SaveMemberInfo, every one of my flow member's Text3 values are changed to values that are incorrect. Does anyone have any thoughts on why this is happening. Following is the code I am using to save the Flow member:****************************************************************************************************strModName = "This is the Flow member name"strCurrPdoDescr = "This is the Flow member description"Dim objDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "std_Flow")Dim intModId As Integer = BRApi.Finance.Members.GetMemberId(si, dimtypeid.Flow, strModName)Dim objMemberPk As New MemberPk(DimType.Flow.Id, intModId)Dim objMember As New Member(objMemberPk, strModName, strCurrPdoDescr, objDim.DimPk.DimId)Dim objProperties As New VaryingMemberProperties(DimType.Flow.Id, objMember.MemberId, DimConstants.Unknown)Dim NewFlowMb

When writing DataBufferCells to a cube, does anyone know how to create a DataBufferCell having a StorageType=DataCellStorageType.Journals?  

I am looking for a way to run a report for all time periods on percent consolidation.  Currently the only way I know how to do this is by running a grid view of for each month.  Does anyone know a more efficient solution?

If one is not a coder and one is not a SQL expert; is there any possible way to export the entire staged data set from the Import stage to a text or csv file? I need to be able to extract the resulting table after the source data goes through the Data Source process and sits at the import stage, but as we know, the export command does not extract more than the first page of data and it would be unfeasible to manually export each of say 95 pages. Surely there must be some easy way to do this?  Would be grateful for any advice, tips, examples, Thanks

I am looking to extract the data of a selected row in a grid view by click a button inside a dashboard;  

Hi Community...!    I want to perform Threshold operation in FDX report using SQL Query.. Anyone who knows please share the format for reference... Thank You...!               

Hi,  We are thinking of implementing People Planning module. As this has been floated as plug-n-play solution, we want to see if we can build it ourselves or build majority of it. What is the best way to know more about it? I see some documentation but is it good idea to download the People Planning module and look at the design of that? We have GolfStream demo but not sure if it has latest version of People planning. Any info on this is appreciated.   Thank you, PM

I have a cube view that is comparing two years and the better worse for each month.  Is there a way to show only the month name only (no year) in the Better Worse column header?

I have declared CurrYear and CurrMonth to retrive year and month respectively. Dim CurrTime As String = api.Pov.Time.NameDim CurrYear As Integer = TimeDimHelper.GetSubComponentsFromName(CurrTime).YearDim CurrMonth As Integer = TimeDimHelper.GetSubComponentNameFromName(currTime).Month can you help me to retrieve month in CurrMonth? 

Hi everyone,  I'm trying to create a formula for an account member that includes different accounts and UDs. I'm trying to do something like this: (A#COMMODITY_GM = A#GROSS_MARGIN - A#NET_INCOME:U2#WC - A#NET_INCOME:U2#US + A#503099:U2#EC - A#FINANCE_EXPENSE:U3#OTHERGRN) I found in the book Finance Rules and Calculations a possible solution using a Data Buffer, so I came up with the following formula: Dim grossmarginDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#GROSS_MARGIN:U8#None") api.Data.FormulaVariables.SetDataBufferVariable("GROSS_MARGIN",grossmarginDataBuffer, False) Dim netincomeWCDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#NET_INCOME:U2#WC:U8#None") api.Data.FormulaVariables.SetDataBufferVariable("NET_INCOME_WC" , netincomeWCDataBuffer , False) Dim netincomeUSDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#NET_INCOME:U2#US:U8#NONE") api.Data.FormulaVariables.SetDataBufferVariable("NET_INCOME_US" , netincomeUSData

Hi , In one of my report the user want to show a column for audit which will show who commented for that variance explanation intersection, can you please help me to get this audit. Please let me know if any more information required. 

Hi Guys,  I'm at a project where we use Data Cell Detail, we have created classifications and added 2 lines of test data. I can find the data via a data adapter Method query: But now i want to add it via a BRApi, i've found a post here but what ever I try i cannot get it to work. I have a cube view with 2 columns and the only difference is the UD8 member, so i first want to get the current data cell POV and set UD8 to None: Dim objMbrScrBldr = New MemberScriptBuilder() 'Apply current POV to memberscript and override UD8 api.Data.ApplyDataCellPkToMemberScriptBuilder(objMbrScrBldr, api.pov.GetDataCellPk(), True, True, True, True) objMbrScrBldr.SetUD8("None") Then I call the datacell containing the amount:  'Return the sum of the DataCells that contain the selected Classification Dim objDataCell As DataCellInfoUsingMemberScript = BRApi.Finance.Data.GetDataCellUsingMemberScript(si, api.Pov.cube.name, objMbrScrBldr.GetMemberScript()) and check if the data has DataCellDetail: I

Hi, A question that come back rather often is how to retrieve in a "user friendly" format the workflow an entity is assigned to. You can find hereunder a dynamiccalc you can assign to an UD8 in order to retrieve that information. Hope this helps. Kind regards,   Aymar 'This dynamiccalc member will show the workflow profile of the Entity as an Annotation 'User need to have access to the CubeRoot workflow profile Info If api.View.IsAnnotationType() Then Dim sourceSQL As New Text.StringBuilder Dim returnedText As New Text.StringBuilder Dim wfCubeRootInfo As WorkflowCubeRootInfo = TryCast(BRApi.Workflow.Metadata.GetCubeRootInfo(si, BRApi.Workflow.General.GetWorkflowUnitPk(si).ProfileKey, False),WorkflowCubeRootInfo) If Not wfCubeRootInfo Is Nothing Then sourceSQL.Append("SELECT [EntityMemberID]") sourceSQL.AppendLine(",[ProfileName]") sourceSQL.AppendLine("FROM [WorkflowProfileEntities]") sourceSQL.AppendLine("INNER Join [WorkflowProfileHierarchy] On [WorkflowPro

api.Data.Calculate("A#FCTR:F#EndBalanceLoad:I#None:O#Import:V#YTD:U1#00000:U2#00:U3#GL:U4#0000:U5#00:U6#00:U7#None:U8#None = A#Assets:F#EndBalance:I#Top:O#Top:V#YTD:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#None:U8#None:C#Share - A#Liabilities:F#EndBalance:I#Top:O#Top:V#YTD:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#None:U8#None:C#Share - A#Equity:F#EndBalance:I#Top:O#Top:V#YTD:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#None:U8#None:C#Share") Error in formula: Error processing source script 'A#Assets:F#EndBalanceLoad:V#YTD:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:C#Share' or destination script 'A#FCTR:F#EndBalanceLoad:V#YTD:O#Import:I#None:U1#00000:U2#00:U3#GL:U4#0000:U5#00:U6#00'.Error processing data. The item was not found. Entity, Parent, -1.

Hello all - Looking to capture the actual # of rows inserted into the StageSourceData, NOT just the # of rows that the api.Parser.ProcessDataTable(si, dt, True, api.ProcessInfo) command tries to insert. For example, there are cases where rows are filtered out (not inserted) due to Zero Suppression, non numeric characters, etc...that are reported in the processing log, but don't actually make it into the StageSourceData table.  Looking for the # of rows that actually make into StageSourceData.  Obviously, this can be querying by doing a count on that table with the proper wfk and wtk, but wondering if there is an API call that will tell me the same information that's in the processing log.  In the case below, I would want the lines valid, not the lines read (which is already available in the API) ----------- Line Counts -----------Lines Read ........................ 42625 Lines Valid ....................... 42000

I created a USD Override form, however the translated value and the override value are both getting to the Top member. I was expected the override value to be getting to Top.  Here is the formula for USD Override Input in the Flow dimension:   And the difference in POV between the translated and override for account 399500: Here is the formula for A#399500/settings:

I have the existing BR rule to export the region hierarchy which is working for last one year without any issues and I am trying to reuse the BR rule for country hierarchy export purpose. I copied & pasted the BR rules, and I am getting the error below while compling. Can you suggest what are all the possibilities to check these issues?   1) Error at line 313: Type 'SessionOptions' is not defined. 2) Error at line 315: 'Protocol' is not declared. It may be inaccessible due to its protection level. 3) Error at line 324: Type 'Session' is not defined. 4) Error at line 329: Type 'PGPLib' is not defined. 5) Error at line 338: Type 'TransferOptions' is not defined. 6) Error at line 339: Type 'TransferOperationResult' is not defined. 7) Error at line 340: 'TransferMode' is not declared. It may be inaccessible due to its protection level. 😎 Warning at line 18: Namespace or type specified in the Imports 'WinScp' doesn't contain any public member or cannot be found. Make sure the name