Rules

SOURCE: ONESTREAM CHAMPIONS Hi All,We are at the point in our implementation where we are thinking about managing security and our userbase. We are going to have ~600 users as we are very decentralized with our financial management, and we currently have our SSO setup with SAML. We use ServiceNow internally for all things workflow/helpdesk related and were going to be building the workflow for user creation/modification and their roles. Knowing that OneStream also uses ServiceNow for their integration I am wondering if there’s any thing out there to automate certain things from ServiceNow, or if we can script a .xml file out of ServiceNow to our staging database and have that loaded to OneStream to make the changes. If anyone has any ideas or experience I’d love to hear, as we are going to be having our OneStream system as an “in-scope” software from an audit perspective and want to have some tight controls around user management. Thanks,Jeff

SOURCE: ONESTREAM CHAMPIONS Hi all, I have a very random request for anyone who may have the time to review and hopefully point me in the right direction. The formula calc is an on account and is unbalanced - I’m specifying more dimensions on the right side of the equation than the left (T#, E# and C#) which is giving me a data explosion error. I have examples of formulas currently in use where T# is on one side but not the other and the formula works fine so I’m guessing it’s an issue with E# and C# but I can’t seem to figure out how to make it work Here’s the formula:If Not api.Entity.HasChildren And api.Cons.IsLocalCurrencyForEntity ThenDim vEnt As String = api.Pov.Entity.NameSelect Case vEntCase “ENT_1095”api.Data.Calculate(“A#520_211010:V#Periodic:O#Import:F#EndBal:U1#NABalanceSheet:U3#Source:U4#None:U5#None:U6#None:U7#None:U8#None =A#ACC_SAP_134450:T#POVPriorYearM12:E#ENT_2000:C#CAD:V#Periodic:O#Import:F#EndBal:U1#NABalanceSheet:U3#Source:U4#None:U5#None:U6#None:U7#None:U8#N

SOURCE: ONESTREAM CHAMPIONS Hi all, I’m largely self taught with vb, but have hit a wall with this, and thought I’d share here rather than ask the OS helpdesk, as it seems to be something that could prove useful to others. I’m trying to write a calculated account which refers an entity Text field, using multiple values varied by time in the calculation. We set a value for Cost of production for certain categories of products (spares and accessories) by % on a varied by time basis on the entity. This can vary from year to year (in theory could vary in year) Specifically, I want to find the value that is valid at prior year end and subtract the current value from that. The value may have been set earlier M12 may conain no value but M8 of the same prior year does, for example. I’ve introduced a loop to try and go back through periods until a value is found, but can’t see whether that’s working as I’m still getting an error message. Dim PeriodPOV As Integer = api.POV.Time.MemberId Dim Prio

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       

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

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

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 Eric Osmanski 4/10/2020 What can I use to grab the WF Name, Text, anything .... WITHOUT using session info?