OneStream Platform Forums

For years now if you had a combo box on a dashboard (use View as the example, where a user can select MTD/QTD/YTD) the user's selection would be saved. This would mean that even if the default for the View Parameter was YTD, if the user picked MTD it would stay on MTD the next time they came back to the dashboard.  I have been noticing in V8.1 this is no longer the case. When I come back to the dashboard, it is always set to the Default YTD, even though I left it on MTD. Am I just missing a new toggle somewhere that I need to flip on so that it saves my selections? Has anyone else noticed this behavior? Thanks!

In our date description the Januari month shows the wrong year. The date notation is correct, but de description in incorrect. Eg 2022M1 has a description of Jan 2021. This if very annoying and confusing for users in combo boxes at dashboards.   I have pinned it down to the wrong fiscal year start date was entered when our application was set-up.  The first period of data in the system is 2019m12. In the time profiles this was interpreted to a fiscal year start date of 12/31/2019.  When I change the fiscal year start date 1/1/2019 in a test environment to, the issue with the wrong year description in January is resolved an at first glance there are no other issues popping up.  However, because the time profiles are such a basic setting, we are hesitant to adjust his.  Question:  1. do you have recommendations for specific test we should run, before changing this setting 2. are you aware of a work around how the specific January description can be adjusted

Hello Everyone, I'm trying to build an advanced transformation rule based on a member present in my dimension. For example, I want to bypass all lines that contain a member not existing in my UD3 dimension. Currently, I use a one-to-one mapping for my UD3 members and I add a mask to bypass the rest with: * -> (Bypass). However, this method doesn't handle cases where new members are added to my UD3 dimension. Each time this happens, I have to update my one-to-one mapping. How can I dynamically implement this using a complex rule or a business rule? Thank you for your help. Yahya

I am trying to retrieve Workflow Channel Information for a specific Workflow Profile in a Business Rule. I am able to fetch it using SQL using the Attribute Index value. Just checking if there is any in-built function to fetch it.

hi Experts, i've a member formula (stored calc) to calculate %. My scenario type is periodic. i'm calculating % for various P&L accounts. M1,M2 and M3 %s is correct but for quarter, system is adding M1%, m2% and m3% which is not right. i want to write specific logic for qtr..for example: take quarterly expense and divide by revenue to calculate Qtrly %. is there a way i can override Qtr%? i may use dynamic calc to override V#QTD in report. but just wanted to know if there is more elegant way of doing this. pls guide

Hello, Is there a way to have some sort of business rule I can create for when a user answers a questionnaire (set up as Non-Financial stat account), that only based off their answers (Yes or No) specific forms come up in their WF profile? We're doing some auditing form creation and we're trying not needing to make different form template profiles/groups?. Thanks, Will

I'm trying to pull a Text field from a workflow in a transformation event handler rule but ran into an issue.  I originally tried to use api.Workflow.GetWFText1() but that does not work in a transformation event handler rule.  Is there a way to get it using a BRAPI

Is the any documentation available on all of the listed functions in OneStream for namespaces/libraries? other than API Overview. 

Now I have it in two places on the tree.  It includes children with data.  I need to delete the one I just created, including all of the children, but I'm getting an error that says it can't be deleted with data. How can I go about fixing this?  

Dear Community, Is it possible to merge cell in rows and display our heading in center of it? My heading should be populated in center based on user selection of time. In first image it is in left but I need it in center.   

Hi All, I want to ask about my issue on FDXExecuteCubeView. It cannot export annotation columns or columns with text even I have put the parameter includeCellTextCols to True. Here's the annotation column member filter :  Fyi, the annotation appears in cube view but not in data table result from FDXExecuteCubeView.   Thanks for your help.  

Is it possible to use a variable or dynamic selection on the the index?  For example, I would like it to vary based on the cubeview time, e.g. - an index of 1:(SubPeriodNum). See example below.

Can anyone confirm if a GetDataBuffer function only pulls back real data?  In other words it will not return dynamically calculated data (say from a dynamic account) or derived data?  Trying to understand the limiitation of what data the function will and will not return.  Thanks.   

  Given a situation, determine the correct properties for the Cube. Certification Exam.  Workflow The most common setting Is Top Level Cube for Workflow (Main Cube) = True Project requirements dictate Suffixes for varying Workflow by Scenario Type Assigning Suffix by Scenario Type allows the same Entity to be assigned to different Workflows in different Workflow Cube Root by Scenario Type The best practice is to configure a suffix early on for common Scenario Types regardless of whether they get used. NOTE: These settings cannot be updated once data is loaded to a specific Scenario Type.  Leaving blank is defining the suffix as well. Calculation Consolidation and Translation Algorithm Type Most common setting = Standard Settings based on design decisions on how consolidation and translation to be customized. Recommendation – Only change from Standard to Custom on sporadic cases. Elimination and Translation logic should be done either on the Member using O#Elimination

I call a data adapter and store results in DataTable in below snippets. How can I bulk load OneStream data in this DataTable to external database table? External database connection is ready and working in below method. Using dbConnApp As DbConnInfo = BRApi.Database.CreateExternalDbConnInfo(si, externalConnectinoName)brapi.Database.ExecuteSql(dbConnApp, sqlQuery, False) Using ds As DataSet = brapi.Dashboards.Process.GetAdoDataSetForAdapter(si, isSystemLevel, workspaceID, adapterName, resultsTableName, dctVars) If ds.Tables.Count > 0 Then ' If there are >0 tables in the results Using dt As DataTable = ds.Tables(0).Copy() 'Remove unsed columns dt.Columns.Remove("Cube") dt.Columns.Remove("TransformationRuleProfile") For Each Col As DataColumn In dt.Columns BRApi.ErrorLog.LogMessage(si, Col.ColumnName) Next Return dt End Using End If End Using  

What is the Time Zone in Task Scheduler 'Start Date/Time'?  

HI all, For our reports @Mars we would like to show a complete blue header bar f(rom the left to right), including the column header titles, like below: I've been playing around with the CV extender options but I havent got any further than below. It keeps aligning the titles at the wrong position, left or right. Does someone have a nice example of an extender rule who solved this?   Thanks alot!   Regards,Jorrit

Hi all I was wondering if it is possible to override the default 'clear and load' settings on a data load step from 'Level 2: Workflow Data Unit' to 'Level 1: Cube Data Unit' Just to give a bit of context: We perform a data copy from a Budget scenario (using Data Management Sequence) to a Forecast scenario to provide a starting data position for divisions to use when they capture their forecast data.Once the data copy is complete, the process for divisions to update their forecasts is to extract an Excel Fixed File Template on which they will make their changes and additions over the copied Budget data, and then to import that file via their Workflow to the cube. However, when wanting to remove an account for instance, the only way to do so it to load zeros to that account. This is because the load clears by account and not entity. Is it possible to change the load so that it deletes all accounts? Thanks, Mark

I would like to export data from existing OneStream dashboard and load it into external database table. I did some research and below is a draft business rule written in Visual Basic. What it does is to call data adapter and store the results. Next step is to load data from DataTable into external database table. Questions is, it gives a warning "Function GetAdoDataSetForAdapter is obsolete", what is the current supported function?    Dim dctVars As New Dictionary(Of String, String) Using ds As DataSet = brapi.Dashboards.Process.GetAdoDataSetForAdapter(si, False, "AdapterName", "ResultsTable", dctVars) If ds.Tables.Count > 0 Then ' -- If there are >0 tables in the results Using dt As DataTable = ds.Tables(0).Copy() Return dt End Using End If End Using  

Hi, I have a requirement to import a Cell Details CSV file into OS. My questions are as below: 1. Can we import a CSV file from Documents/Public/xyz folder to OneStream Cube? I tried it but it didn't worked. However, I was able to import the CSV from File Share folder. 2. To achieve above, I was trying to copy the CSV file from Documents/Public/xyz folder to File Share folder but I am getting an error "Part of the path cannot be found" (SRC Path: Documents/Public/xyz folder).   Error:   Here is the code to copy a CSV file from Documents/Public/xyz folder to File Share folder: If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Move_File_from_Public_to_FS_Folder") Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) Dim xfolderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp( _ si,True, configsettings.fileShareRootFolder,si.AppToken.AppName) Dim DestinationPath As String = "Cell_Detail

Hey, So I am testing the Workflow Name "Central Import" since I recall it from Designing an application course. But I have a hard time understanding how to change status on the profiles after data have been loaded for the entity. This is my current setup: My regular "Import, Validate, Load" where I can load unassigned entities. Below is my "Central Import" Workflow step in another location with the assigned entity. And you can see that it is indication that data has been loaded through the "central" load step. However status is gray and wont change even if i certify central load step or the parent level.  Or am I configuring this in the wrong way maybe? 🙂   Thx in advance

I am trying to load 3 data files via 3 import step within same WF. What I see is the last imported data replace the data in the cube for the same intersection. I want the data files to sum up instead of replacing with the last loaded file. What is the way to do this? I cannot use the same import step - as one of the import has a parser rule running which I dont want to run for the other load file. Please advise.

Hi, For user maintenance purposes we'd like to extract information like user email address etc, using business rules. I've tried using BRApi.Security.Admin.* but that only seems to support extracting a few of the fields, like name, status and text fields. If anyone has any ideas or suggestions on how to accomplish this, it'd be greatly appreciated if you'd share. Have a good one, Johann

Is there a way to pass the Required Input Parameters for a book into a loop?  For example if the users picks 2024M3 for time I want to be able to produce a report for that period as well as a report for -3 months and -12 months.  I can get T#POV, T#PovPrior3, T#POVPrior12 to work but I would like to use the input time instead.  

Hi guru's  I have created some memberlist logic which should retrieve a list of entities from a datatable. So far so good, the code seems to work (logging returns my expected entities) but the return function doesn't do anything... Looks like I'm missing something but I do not know what...If someone has the magic solution I'll give my kudos 🙂   Thanks alot!   Rgrds Jorrit   Case Is = FinanceFunctionType.MemberList 'BR String: E#Root.CustomMemberList(BRName=Mars_memberlists, MemberListName=[Mars_CustomMemberList], Striplist=|!prm_StriplistName!|)   If args.MemberListArgs.MemberListName.XFEqualsIgnoreCase("Mars_CustomMemberList") Then   Dim sStriplist As String = args.MemberListArgs.NameValuePairs("Striplist") ' Build the header     Dim listHeader As New MemberListHeader("Mars_CustomMemberList") ' Construct the SQL query Dim tempsql As New Text.StringBuilder tempsql.AppendLine("SELECT UN_ID") tempsql.AppendLine("FROM XFC_Mars_Striplists")