OneStream Platform Forums

Hello,  Wondering if there was a way to carryforward V#Annotation inputs on BalanceRecurring Account Types (or any other Account Types) similar to how a V#Periodic input is carried forward on BalanceRecurring.  For example, we have the users selecting a text string in a data cell and would like that data cell to be carried forward when saved. When we click save on this BalanceRecurring Account, the text string doesn't carry forward months because no value is being stored at V#Annotation. V#Annotation:   However, we can change the parameter to have the value of a MemberID (Integer) which stores the value at V#Periodic and displays the String. At V#Periodic, this carries forward that string which is our end goal. V#Periodic: Due to the nature of the tables supporting these custom dropdowns, we would prefer to be at V#Annotation and carrying forward text strings that way. Has anyone encountered this or have solution to carryforward V#Annotation inputs?    

We have been using the SAP connector for fetching the GL data and few other information like units and install base. The connectors were working fine until Oct 2023. We noticed duplicate and/or missing rows. The row counts would match. It would only have this issue when the data is in multiple packages. We had package size of 10000. As a workaround we increased the package size 100000. But one of the integration has >500000 rows. When we tried to increase the package size to match the rows, the integration would fail with internal memory size error. Looking into get data function, I would like to know if there is a way to add order. Below you will find the get data code. The where clause is - r3Table.AddCriteria("FISCYEAR = " & "'" & fiscalYear & "'"). Is there a way to add order by? #Region "GetData" 'Read source data from the R3 table Private Sub GetSourceDataSAP(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal r3Conn As R3Conn

Hello~, I am wondering if there are any solutions available for bulk deletion of DM Sequences and Steps. We have hundreds of Sequences and Steps that will not be used, and deleting them manually would require a significant amount of effort. Could you please assist us with this? Thank you in advance!

Hi, I have a data source, where the leading character of the alphanumeric values in the column are used to identify if the row value should be assigned to a particular dimension field in a UD. The complex expression here will display results in the error log indicating it has found the rows that I want to assign a different value for in the UD, but I don't know how to set that , so that the imported data assigns my UD requirement. Basically I want it so that if the args.value starts with "R" then assign it a value of "R" in the UD2 otherwise, leave it/set it as "None". Dim sValue As String = args.Value Dim myValue1 As String = "UD2 R-" & sValue Dim myValue2 As String = "Ignore" If Left(svalue,1)="R" Then BRApi.ErrorLog.LogMessage(si, myValue1) Else BRApi.ErrorLog.LogMessage(si, myValue2) End If   Any thoughts or am I approaching this the wrong way ? I cannot see that I would do this in a transformation rule as it is the source GL code that carries this information. Ch

A = 50% allocated to B , 40% to C,  -90% to A What will be the best approach to allocate data between entities?  Also, If you have a code snippet for data buffer that will be helpful. 1. Data Buffer 2. ADC  

As the subject line says I am trying to extract a Maintenance unit using a business rule.  We are on 8.1.0.  Below is the code I am using.  I have tried to use MetadataExtract.ExtractXML and XmlExtractContoller.ExtractXML, but I don't get what I am looking for.  It ends up dumping everything into the XML file. The name of the Maintenance Unit in this case is Integrations.  Can anyone see what I am doing wrong, or is there another Method I should be using?   ' Extract options Dim xmlOptions As New XmlExtractOptions ' extract all items xmlOptions.ExtractAllItems = False ' extract specified items Dim extractDict As New Dictionary(Of XmlExtractItemPk, Boolean) ' Groups are required to be added if extracting Cube Views extractDict.Add(New XmlExtractItemPk(XmlExtractItemType.DashboardMaintUnit,"Integrations"), True) 'extractDict.Add(New XmlExtractItemPk(XmlExtractItemType.BusinessRule,"XS_ExportAppTypes"), True) Dim xm As XmlExtractItemPk = New XmlExtract

I have a column template an the final column the client would like to make comments.  This is the V#Annotation.  I am doing balance sheet planning and have in the rows a mix of V#Periodic for flows and V#YTD for the balances.  The views in the rows take precedence over the view in the column.  I need to use the Row Override in the comments column with the V#Annotation in my column template.  The problem is there is no way to easily define all possible row name in all my cube view forms.  I think there should be some absolute override for all rows.  Does this exist or is there another way to do this I don't know about?

Hello, I would like to bring attribute "Text 1" field identified in Entity dimension into a Cube view.  When users run a Cube View, they should be able to see Entity as a Column name and the “Text 1” field attribute which is identified in entity

Hi all  have you ever seen this error message? I am logged as administrator but when I try to import the journal from excel I receive this error message. "Security Access Error. Unable to create journal. Company X 2021M12_Investment Template Top_ACTUAL_TEST." Thanks for help, Marcello

I am writing a member formula/dynamic BR where i have to get 'YTD" like cumulative members but instead get it from month 7 onwards i.e. if i want to get cumulative data from month 7 onwards, i wrote a very rudimentary code to do this and it works but checking if we have something better. Please let me know if there is something better: If api.Pov.Cube.Name = "Ledger" Then If (api.Cons.IsCurrency()) Then Dim fiscalYearShort As Int16 = CInt(Left(api.Pov.Time.Name, 4)) Dim periodLabel As String = api.Pov.Time.Name Dim periodIdentifier As Integer = api.Pov.Time.MemberId Dim periodSequence As Integer = api.Time.GetPeriodNumFromId(periodIdentifier) Dim filterString As String = "V#Periodic:A#IncStmt:F#EndBal:O#Top:U1#TotCC:U2#TotRegion:U3#TotDept:U4#TotLevel:U5#Reporting" Dim dataCellResult As DataCell = api.Data.GetDataCell(filterString) Dim cumulativeAmount As Decimal = Nothing If fiscalYearShort < 2023 Then

Hi I'm trying to fit the Cube View contents to the width of the page. When I set "Auto Fit to Page Width" = "True" and "Auto Fit Number of Pages Wide" = "1", it increases the font size until the CV reaches the margins, instead of extending the rows with the line-item descriptions. Is there a workaround for this? Regards, Allison

Hello- I am looking to build a shared column template to use across a number of existing row templates. One Column needs a format override applied to all rows. Unfortunately, CV row sets that this needs to be applied to, have differing naming conventions, (not row1, row2 , etc) When defining the Row Range in the Row Override, is it possible to have enter value that will apply to all rows? regardless of the name? Regards

Hi Community, We are trying to set up Rest API call to execute Data Management (OneStream v8.1) call from external system (e.g. Postman) I followed the document for REST_API_Implementation_Guide.pdf and I am not able to configure the Bearer Token (we are using Okta as Single Sign-on).    This is not working,  I am wondering if something need to be done on the Okta beside the steps in the document;  

Hello, We upgrade our OS from 7.2.2 to V8.0.0. When compile all BR we found an error on a SAP Connector BR: 1) Error at line 92: 'CreateSAPConnection' is not a member of 'BRApiDatabase'  2) Warning at line 93: 'Function GetLiteralParameterValue(si As SessionInfo, isSystemLevel As Boolean, parameterName As String) As String' 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.'."  We already copy dll files into the integration folder (sapnwrfc.dll and associated icudt50.dll, icuin50.dll, icuuc50.dll) and add on the Referenced Assemblies the "XF\ERPConnectStandard20.dll;XF\sapnwrfc.dll" Looking into the BRApi functions of 7.2.2 we have a "CreateSAPConnection" that is no longer available on this new version: Dim r3Conn As R3Connection =  BRApi.Database.CreateSAPConnection(si, "ConnectionName", True) Does anyone know which functions is replacing this

Good Day  I would like to know what could I possible check to ensure that a green cell turns to white so users can input data. I have checked the Accounts dimension on the row as well as the override dimension and the allowed input has been set to true. Further to that I have checked the UD dimensions on that cell and those are set to true as well. I have checked on the cube view and the modify data is set to true as well. Is there some other place I could see to resolve the issue?   Regards Rehaan

HI All,  I'm running into an issue when running a Finance Business Rule, essentially this rule creates a data buffer and loops through where U8 member is not 0. From here we have a SQL statement where we're inserting these dimensions and the Business Unit which is derived from the Workflow Text field. Whenever a end user presses the button it should trigger this DM job and Business Rule to delete an existing records for this BU in the table and then add all the records again.  The issue is however that in this case that we're expecting to see 112 records but only seeing around 40. I wrote to the error log and see all the row records of 112, however when inserting into the table we only get around 40, sometimes even less. From what I compared looking at all 112 records vs the 40 in the table, I noticed that from the error most of the records that are the looping through last are being added to the table, but only a few from the beginning. It's almost as if these records are be

Hi Community, I am using a range transformation rule to give all balance sheet accounts a Flow of CB_Load. In the data source Flow is pointing the account number. I then use account ranges in the Flow transformation group to derive the Target Value of CB_Load. However, I am getting a validation error because Flow is reverting to None which is against the constraint settings for these accounts. I would expect this account (8100030) to derive a Flow of CB_Load due to Rule Name Range4 in the screenshot. However the Range rule is ignored and Flow is stamped with None as per the Mask pass through rule. Does anybody have an idea of what might be going wrong? I could just have a hundreds of pages of one to one mappings but this would be a nightmare to maintain! Please note that the account transformation rule is a mask pass through where Rule Expression = * and Target Value = * so in the above example 8100030 is also the account in the data source. Thanks Russ

Originally posted by Tim VierhoutHi, I am working with an automated import, which imports files into specific country workflow profiles. Right now this is triggered manually by the admin, but in the future, we want to schedule this. The DM Sequence loops all country workflows load the appropriate files and process the cube based on a parameter in this sequence containing the time period. For example 2021M1. Part of the calculation definition is to trigger a DM Sequence to execute a consolidation. In this DM Sequence, the variable T#WF is used, because it will also be triggered by users manually when executing the workflow. This leads to the problem, that when for example we load 2021M1, but in the workflow, something else is selected, the T#WF variable is filled with the incorrect selection, as in the month that is selected in the workflow. When manually triggering this is not a problem, because we can select the correct workflow. However, when scheduling, we would like to schedule fu

Does anyone know of a way to handle this situation while using a Line Item dimension on a cube view input form? Let's say the Line Item dimension has 20 members.  Can you set a default number of Line Item rows to always show, say 10, but allow the users to add more as they wish?  I know the latter part is possible with the Allow Insert Suppressed Member property.  I don't know about the first part of the question.  I tried splitting it up into two rows, but the second row, which would be the one to insert Line Item rows when desired, doesn't display anything to click on and use the insert suppressed action. Thank you.

Can a databuffer be made available in a dashboard data set business rule? I'm trying to get a data buffer data into dashboard data set so that I can manipulate the output for reporting.   I tried passing the databuffer from globals.getobject, but even though the object is visible, it doesn't expose all the methods.

Hi, I'm new to OneStream and wondering if this Account rollup is possible using inherited Account dimensions? Cube 1 is the Main cube and needs to show all Accounts, but the Cube2&3 should only show & operate on a subset of Accounts within this Hierarchy Thanks for your help! Sincerely,David

Hi, Can OneStream work on Mac OS? If so, how?

Originally posted by Steve Davis How do I save a Member to the root of a dimension (as a child of Hierarchy)? I have tried the SaveMemberAndRelationshipInfo method, but this gives me the error:  Error creating parent-child relationship.  Invalid Parameter. child, [CHILDNAME].  

Hello --  I'm trying to isolate a data point sitting at an Account parent with USD as the currency, then copy that value to a different account.  Then, I want to use the second account to seed another in different scenario and account structure, where it will NOT translate (plan to use flow dimension to accomplish that part). For the first part of this, I'm trying to hold the USD value by inserting into another account. api.Data.Calculate("A#BPA_InvestSubs_USD:C#USD = A#InvestmentSubsidiaries:C#USD") Is something like this possible?  I'm getting an error about invalid destination when I attempt to consolidate.  Is an Eval needed instead?  What might one look like for this if so? I'm new to OneStream - appreciate any tips and thoughts. Thank you!  

Dear community, I am working on some Data Buffer and I noticed something : As you can see (if it's not too small ...), the Data Buffer is not taking into consideration the data units (that makes sense) and not the View dimension either. However, the data units will have the dimensions : Cube, Entity, Parent, Consolidation, Time, and Scenario. --> Hence, where is the "View" member in all that ? Am I missing something ?   Regards,