OneStream Platform Forums

I've had requests from our finance team about sharing entities from our "Top" cube into another. Our application is in a mature phase now and many of the entities from our top cube will be moving into cubes of their own.  Currently, we only have two options: Option1: Completely clear the entity, delete, and the create in the new cube and reload the data.  Option2: Rename the entity i.e "EntityA_Old" and create a new entity in the new cube with the old name "EntityA" It would be great if there were a better option

If a holiday falls within the duration of a closing period, is there a way to shift the Work Day (WD) due dates of the tasks for that Entity/Work Flow?  For example, we have a Mexican Entity with a WD due date on WD 4.  In May, there was a holiday on WD 1 (May 1st).  In our business, the Mexican Entity's due date to submit financials would be extended to WD 5 because of the holiday.    But since the due date did not fall on the actual holiday, the WorkDay due date in Task Manager still says WD4.    Is there a work around for this other than manipulating the holidays and creating a "dummy holiday" on WD4 so that the due date will extend the extra day to WD5?   

Hi, I am trying to create an account member formula where I have Account A divided by Account B, but the scenario in the denominator should be decided based on Text3 in the POV Scenario. E.g. A#10000:S#Actual / A#20000:"& SourceScenario &" SourceScenario = IF Pov.Time + 12  > Scenario Text 3, ThenSourceScenario = Forecast, ElseSourceScenario = Actual   This is how far Ive come but it is not working yet: 'Use FC as scenario if POV time is more than 12 months more than last seeded actual month in FC.If api.Pov.Scenario.Text(3) > api.Time.AddTimePeriods(12, True) ThenDenominatorScenario = ":S#FC_WIP"ElseDenominatorScenario = ":S#ActualL4LAtRealRate"End If

How to convert a MT940 bank file to CSV readable format for data load

Hello! Any inputs or documentation for configuring the SFTP process with SIC?Recently we have installed the SIC and configured successfully and was able to pull the data. We are facing issues with the SFTP process with SIC, followed the SIC admin guide and configured by creating a new gateway and copied the Gateway info to the OneStream Smart Integration Connector Local GatewayServer Configuration Utility, but the status in OneStream shows as 'offline'.TIA!!

We are using the administrator solution tool Home Page Manager to set home pages for certain groups and it works fine when initially adding a user. When a user changes roles from one group to another, we are seeing that their home page is not updating. Shouldn't this update that users home page with the new home page of their new group?  

Hi all,Is it somehow possible to customize the answers to the certification questions? We would generally only want yes/no, but by default there is now a whole list of possible answers. We are looking for a way to limit this list.With kind regards,Tim

Hi, I am using the LoadCustomTableUsingExcel function to load an Excel file to an application table. The function seems to be working fine in most cases. However, I am having issue with tables having unique constraints. The table has Payroll, PeopleGroup and Amount columns. The unique constraint was added because users can also insert into the table using an SQL editor component, so we want to avoid them do be able to insert duplicated rows. When trying to load a row which already exist in the table using the LoadCustomTableUsingExcel  function I get the following error (example): “Column ‘Payroll, PeopleGroup' is constrained to be unique. Value 'Payroll_AE, PplGroup001' is already present.” This issue only appears when loading in Merge. Replace works fine. Normally (with table not having a unique constraint) it is not an issue loading rows that are already in the application table because the Merge tag in the Excel file make so that only new rows are added to the table while rows

After processing the Cube, suppression options for Cube Views in the Analysis Tab disappear. When opening Cube Views in a month where the Cubes are not processed, the suppression setting is still there. Is there a way to solve this, so the suppression setting is always visible? Suppression setting visible (Before processing Cube)Suppression setting not visible (after processing Cube)

Hello OneStream Community, We are currently in the process of establishing integration between AWS RedShift and OneStream. Our objective is to obtain data from SQL tables available in RedShift and load it into OneStream cubes. While exploring the best approach for this integration, it seems that pulling data from external data sources such as RedShift into OneStream is the most efficient method. Could anyone with experience in this area kindly share their insights and any best practices they might have? Specifically, I am interested in learning about state-of-the-art approaches for directly connecting to external cloud databases. Additionally, I would like to understand whether this integration requires the usage of S3 buckets and generated files or is it possible to work on direct connection. Your expertise and tips would be greatly appreciated. Thank you in advance for your assistance. Best Regards, Dawid

I am trying to get the Journal Post Group from Workflow Profile Properties Using JournalsEventHandler Business rule. Does anyone have done this before? Is it possible to get the Journal Post Group from the Workflow Profile?  

Has anyone used GetDirectLoadIntersectionErrors()?  I am making a huge assumption that the purpose of that function is to get the list of Intersection Validation Errors during a Direct Connect load?  I have a solution from one of the other posts to query the application database, but I see this function is available. So, I wanted to see if I could get it to work. I have tried: Dim intersectionErrors As DataTable intersectionErrors = BRApi.Import.Data.GetDirectLoadIntersectionErrors(si, wfClusterPk) I use the same wfClusterPk to run the import, validate transformations and validate intersections API calls.   When I try to use this code, I get: "Object reference not set to an instance of an object." Has anyone used this?  I am in Version 8.1.0 if that matters. Thank you, Scott      

I am trying to revamp the data integration between OneStream and Oracle Financial Cloud. The implementation partner used HttpWebRequest throughout the integration business rules but under platform 8.2 this functionality is now obsolete. Is there a working sample from OneStream on how to employ HttpClient with Oracle? 

Hello Experts,  We have a requirement to derive account based on Data value. (If data value is Positive Asset Account , if negative Liability account)This has to be done for range of accounts. I am not sure if there a any functions to refer data value for row? (GetSource and GetTarget seem to be only for dimension data)Any ideas on how we can achieve this? Thanks In Advance,

Hello ... Under platform 8.2, we get warnings in business rules that reference function QueueDataMgmtSequence. Does anyone know what function should be utilized instead?  1) Warning at line 114: 'Public Overloads Function QueueDataMgmtSequence(si As SessionInfo, sequenceName As String, customSubstVars As Dictionary(Of String, String)) As TaskActivityItem' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'.

Hello Everyone, Has anyone done an extract for BAPI "BAPI_AP_ACC_OPENITEMS" using RFC connection from SAP. I have below code, any suggestions here. What will be the Imports if we have to extract 7-10 columns in the extract ? Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal args As ConnectorArgs) As ObjectDim r3Conn As R3ConnectionTry'Create and open the R3 Connectionr3Conn = Me.GetConnection(si, globals, api)r3Conn.Open() Dim r3Func As RFCFunction = r3Conn.CreateFunction("BAPI_AP_ACC_GETOPENITEMS") r3Func.Exports("CompanyCode").ParamValue = "1000" r3Func.Execute()Return r3Func.Imports("").ToTable() ' End SelectCatch ex As ExceptionThrow ErrorHandler.LogWrite(si, New XFException(si, ex))FinallyIf Not r3Conn Is Nothing Then r3Conn.CloseEnd TryEnd Function  

(this is in a clone/test app) I need to perform forecast for 2025.  Our global POV (time) is set to 2024M3.  In the adaptor used to pull in my volumes it uses the GetAdoDataSetForAdaptor to pull in the data, but even with my WF POV set to 2025, it still pulls 2024M4-2024M12.  I'm guessing (obviously?) it uses the global year & not the WF POV to pull the data requested.  Is there a way to override this, or some other way to load my volumes in an out year

I am looking for a sample code for SqlTableEditorSaveData function to restrict saving No value from my SQLtable editor drop down. I have Yes, No  and Yes_optional in my drop down but I don't want user to save No option as yes and no are based on some value criteria but they can select Yes_Optional.      

Integrating emojis into OneStream workflows, like :memo: for forms and :crystal_ball: for forecasts, enhances clarity and user engagement. Simple to set up, just copy and paste your chosen emoji into workflow titles for an instant visual upgrade. Interested in setting this up in OneStream? Dive into the world of emojis and elevate your interface today! :rocket:

Hi, I have a button that runs a dashboard extender business rule. Between the 4 server options available, which one should I choose when, and should I even care about choosing the right one (i.e. when does it make a difference)? Thank you      

https://server/OneStreamApi/api/Authentication/LogonAndReturnCookie?api-version=5.2.0&appName=D&AzureTenantID=X&clientID=X&clientSecret=Xapplication/json 116candidate(s) found for the request path '/api/Authentication/LogonAndReturnCookie'Endpoint 'OneStreamWebApi.V520.Controllers.AuthenticationController.LogonAndReturnCookie with route pattern 'api/Authentication/LogonAndReturnCookie' is valid for the request path '/api/Authentication/LogonAndReturnCookie'Request matched endpoint 'OneStreamWebApi.V520.Controllers.AuthenticationController.LogonAndReturnCookie (OneStreamWebApi)'TokenExchange was not authenticated. Failure message: Unable to authenticate against internal users. Error: Unable to log on user. Azure did not provide a valid user name claim. (Claims presen

Hello All, Is there a quicker way to get the list of entities having data in a particular cube for a certain scenario and year combination, without using a finance business rule? One of the options I am thinking is to query the DataRecordsxxxx tables, but I believe that is not recommended...

Hi, Can anyone guide me to push the file from OS export folder to AWS S3 bucket via business rule? Currently it is being taken care by power script. Wondering if it can be achieved by business rule?

Hi all, how do you run an aggregation, i.e. calculate the "Aggregated" member of the consolidation dimension, without running a consolidation? In particular, would it be possible to setup the Process step of a workflow profile so that it runs an aggregation (as opposed to a consolidation/force consolidation)? Thank you

Hello, we use the Addin to retrieve data from OneStream to Excel and we work with quite large files. There are several groupings in the excel file and as soon as you collapse and reexpand a grouped section all cells with OneStream-formulas change to #Name or #Value and we have to refresh the workbook again, which is very annoying and time consuming! Same behavior when you just simply add a line within the structure. Does anyone have the same experience in Excel with the OneStream Excel Addin?   Regards Martin