OneStream Platform Forums

SOURCE: ONESTREAM CHAMPIONS Hi All, I am trying to find a way to create a report that shows the Entity and the Parent in a column next to it. I tried to do this by using the functions =XFGetMemberProperty() and =XFGetRelationshipProperty(), both returns an error when I try. =XFGetRelationshipProperty(“Entity”,"",B15,“Parent”,"","") returns “#ERROR: Parent”=XFGetRelationshipProperty(“Entity”,B16,"",“Parent”,"","") returns “#ERROR: Member Name”=XFGetRelationshipProperty(“Entity”,B17,"",“Parent”,“ACTUAL”,“2021M1”) returns “#ERROR: Member Name”=XFGetRelationshipProperty(“Entity”,B4,B5,“Parent”,"","") returns “#ERROR: Parent” =XFGetMemberProperty(“Entity”,B13,“Parent”,“Finance”,“Actual”,“2021M1”) returns “#ERROR: Finance”=XFGetMemberProperty(“Entity”,B14,“Parent”,"",“Actual”,“2021M1”) returns “#ERROR: Parent”=XFGetMemberProperty(“Entity”,B14,“Parent”,"",“Actual”,“2021M1”) returns “#ERROR: Parent”=XFGetMemberProperty(“Entity”,B11,“Parent”,"","",“2021M1

Hoping someone out there has some ideas on how to make this work... Let's say we have a cube view containing a parameter that allows the user to select a scaling option (millions, thousands or no scaling). The results of the parameter are stored in the CV's default CellFormat.Currently, when the CV is run and exported to Excel; regardless of the scaling selected by the user, the display in Excel is in thousands and Excel stores the entire number (unscaled).For example - if scaling selected is millions:If the number is 345,773,247.11; it displays in the CV as 346, it displays in Excel as 345,773 (but the stored number shown in the formula bar is the correct source value:  345,773,247.11).In other words, regardless of whether user selects thousands, millions or no scaling.... Excel displays as thousands and stores the correct number.  If I try to change the Excel format to display in any other way (i.e. millions), it will store the scaled value based on the format and no longer

Is there a way to migrate all folders and content in the File Explorer from one application to another within the same environment?I looked at the File Explorer Manager solution and it looks like it does the content but not the whole folder structure as well.Are there any other options?Thanks!!

We are on 8.4 with OIS and SIC being used in OneStream's Azure environment.  We are 99% sure changing over to SaaS is nothing but a flip of the switch in our case, but just doing due diligence to see if anyone had any issues flipping over to SaaS.

Hi Team, Is there a way for us to ONLY copy data over to another application without messing with the current applications functionality? For example, only migrating certain components of an application.

Hello, We're in the middle of implementing Task Manager and whenever a task is using the "Open Workflow" task type, it seems not to send a notification email when the task has been completed and ready to be approved. We've tested other tasks and the email notifications work fine. Is this a known issue and if it is, is there a way to get around it? I guess we could set all the tasks to "No Action" task type, but I feel like that would be redundant for them to go to TM and then have to go to the WF instead of being able to click on Execute and take them to the WF. Thanks, Will

Dear community,My company has just switched over to v8 and we are in the works of switching over from a current rest API to the Power BI connector.Is there any guide or thread that goes through how to set the prompts for the connector? I get a little bit confused as to what needs to be filled in. For example, the prompt asks me to fill in "Entity" and many other dimension parameters - however, our business consists of many, many entities and I would not like to create one data connection for each one of them. Same goes for "Account" and many other fields, none of which I am able to leave blank.Any advice? Rasmus 

Hi,I've got a business rule where I use BRApi.Workflow.Metadata.GetParent(si, si.WorkflowClusterPk) to look at the status of the parent workflow profile. However, if a user does not have access to the parent workflow profile, then they get an error "Security Access Error. User is not authorized to access workflow profile". So it seems that the function BRApi.Workflow.Metadata.GetParent(si, si.WorkflowClusterPk) is not very useful and it is a bit bizarre that it refers to user security. Is there a way to run this business rule as administrator perhaps or something else I can do?

Please share how to load XML files using DM Jobs.Thank you.

Hello, I'm trying to calculate an External and Internal Gross Profit calculation based off a few conditions. To calculate External/Internal GP, I need to allocate the ExtCGSOther group + OpExp using our UD1 MFGResale between External/Internal using an allocation basis of ExtMLBS and IntMLBS (with the exception of account 6123 which is 100% External). I need this calculation to be on a dept by dept basis. I'm not really sure where to start and I tried looking at Golfstream but couldn't find anything that fits what my company is asking me to build. Thanks, Will

HelloWe are using the BRApi.Utilities.SaveFileBytesToUserTempFolder command in a dashboard extender rule to open a file generated by IFS.  It will create PDF or Excel files based on the extension of the file.When the user tries to open either file type they get one of the following errors.I am able to locate the generated file in my Temp folder but it won't let me open from there either.Has anyone see this or know of a solution?  I am aware it is a MS issue probably not OS, but was just thinking there may be a new way to generate these files so MS doesn't think they are corrupted.The client is currently on 7.4.2.  They had previously been on 6.8.1 but apparently have not used this dashboard since then.Thank youCR 

Hello, I'm trying to create a cube view that grabs actuals from People Planning and populates the future periods with the latest month of actuals. e.g. in M3, M1=M1 Actuals, M2=M2 Actuals, M3=M3 Actuals, M4-12=M3 Actuals.  I need this in a cube view because we need to be able to show the data in both local currency and USD.  People Planning is currency agnostic.  I tried this directly querying XFW_PLP_Plan with SQL and a biViewer, but ran into the problem of not being able to bring in FX rates.  I can only show local currency.Has anybody done this or have any ideas?  Perhaps something with UD8?  Perhaps there is something simpler I'm overlooking?  There is SO much to learn with OneStream and I know I'm only scratching the surface.

I recently discovered that data from deleted Scenarios is not removed from many of the application data tables (XFW_PLP_Plan, XFW_PLP_Register, ...)   Does anyone know why it remains and is it safe to remove as the scenario no longer exists.   I would think removing the old data would improve performance and reduce db size.    Or am I unaware of the tools to perform such maintenance?

Hi,We are using the capital planning module. There is a requirement from clientFor a few lines, users should not be allowed to change, modify, or delete anything.However, if he adds additional lines, he should be able to edit, add new line or remove.Example:In the budget scenario, data is copied from Actual, and it also has its own budget data.So, for data that comes from Actual, end users should not be allowed to modify or remove.However, for budget data, he should be able to update, change, and remove lines from the Capital Planning Register.Is it possible?

Hello,I'm working on a rule that drills back into source stage data from the target summary table. I'm receiving an error on the ReadSourceDataForSummaryRow line that the method or operation is not implemented. I've verified that the parameters I'm passing are correct and in the correct format.Dim importTable As List(Of TargetDataInfo) = BRApi.Import.Data.ReadSummaryTargetData(si, si.WorkflowClusterPk, Nothing) If importTable.Count > 0 For Each importLine As TargetDataInfo In importTable Dim summaryRowID As Guid = importLine.SummaryRowID api.LogMessage("before, summaryRowID: " & summaryRowID.ToString) Dim sourceLinesForSummaryID As List(Of SourceDataInfo) = BRApi.Import.Data.ReadSourceDataForSummaryRow(si, summaryRowId) api.LogMessage("after") Next End IfHas anyone else encountered this issue before? I'm working in OS version 8.2.3, but didn't see anything relevant in subsequent release notes.Thank you!

Hello OneStream experts: Thank you for the helps in the past. I have a quick question about place UD1 members in Account dimension UD1 constraint For example: In my account metadata dimension: I have 2 accounts 4001-Sale_IceCream 4002-Sale_Donut In my UD1 product dimension: I have 4 products all under one parent product Product_1,Product_2,Product_3,Product_4 I want to place Product_1, and Product_3 to the UD1 constraint in account 4001-Sale_IceCream's UD1 constraint field. But OneStream only allow me enter one product member in that filed. I can only enter Product_1 but cannot enter both Product_1  and Product_3 in the field.  Thank you so much in advance to help me get through this issue.  

Any ideas what attributes this message might be referring to? There are no errors in the error log and the Task activity shows reconciliation discovery was completed, yet New = (0). Thank you for any leads in advance!  

Hi all,while building new classes inside a Workspace's Assembly, I'd like to get Strings in specific languages.On components, we use "XFString(<stringName>)" to get the localized string, in the User's language.How can I accomplish the same thing inside a method ? I mean, which is the equivalent for XFString inside - let's say - BRApi ? Or should I really get the localizations from the DB Table ? Thanks for Your helpRegardsFabioG

Workspaces & Assemblies | OneStream CommunityCurrently James' webinar is posted in the reserved area.Please post it also to the general area to help everyone migrate to PV8+.Thank you.

Currently i am working on NR reporting, i have created extensible documents with cube views, those cube views has parameters Is there a way where we can supply the cube view parameters, in doc variable? i have tried to apply parameters in book and document section in NR but that is not working. Thanks for your help and support.

Hi. Is it possible to make annotations in the UD1 dimension and have them roll up to the respective legal entity (at consolidated level)?A challenge I'm facing is that only specific base members under the UD1 dimension reference the legal entity in the text field. How can I manage this so that only the relevant regions (that reference legal entities) contribute to the commentary at the consolidated level?

Is it possible to have a Scenario Type with a 5 year input frequency?I need to be able to load 5 years at once instead of having to change the wf year 5 times.is it possible?

I created a detail account dimension without creating a summary account dimension first.  When I attempt to create a summary account dimension now, I get an error message indicating the member already exists.  I tried to delete the detailed dimension and start over but there is already data saved.  How can I correct this?

Hi! Is there a way to extract the entity structure without constraints? In the current entity structure, every entity has a different UD1 constraint, but I need this to be set to Root for all entities when loading it in the other application. I know in Notepad++ you can use find/replace to modify this, but because every entity has a different UD1 constraint, it is still quite a manual process. Wondering if there is a more efficient way. Thanks in advance!

Hi all! How can I wrap V#Annotation text in a column? Right now the reporting is not the most user friendly so we're wondering how to show it better. It looks like there were some suggestions from three years (Maximum characters for Annotation | OneStream Community) ago but wondering if we've made any progress on this issue since then :)  Thank you! -Nicole