OneStream Platform Forums

Hello good afternoon, I need to extract a specific hierarchy without extracting all the hierarchies we have in the account dimension, as you can see in the next screenshot, I just need TP9E in order to extract and import into a different app: But when clicking into the application load/extract (metadata) I see only options to extract the hole dimension: Is this possible? Many thanks in advance.  

We use Standard (Calc On The Fly Share and Hierarchy Elimination).  What type of Rule should we leverage to reclass balances from one account to another during consolidation. For illustration purposes, the below is what we are looking at:  

Hi everyone,                   I want some help in workflow.anybody knows how to get warning action during importing of data in workflow using conformation rules.If someone know please help me.                  Otherwise,you can tell any alternative method to achive this case like through the business rule(parser).The business rule should give the warning message at workflow import process(first step of loading data) and the importing process should me continued,not to be breaked.i.e)soft validating......we want warning action not error action.Thank you.

Hi all, I am trying to build out a CV for a report and I'm having trouble with the best way to build out the columns. My current approach is to just go at each column with differing member filters. For Example: 1st column - S#Actual:V#MTD:UD#Orders:...etc. Does anyone have a better approach that I could use? Or even just point me in the right direction in the documentation? Thanks in advance! Here is a screenshot of the report columns I need to build in OS:  

Code: Dim TimeName As String = "2023M1" Dim dt_NIk As DataTable = BRApi.Import.Data.FdxExecuteDataUnit(si,"Consol", "E#KY00_Total.Base","OwnerPostAdj",Brapi.Finance.Scenario.GetScenarioType(si,si.WorkflowClusterPk.ScenarioKey).Id,"S#Actual_Hist","T#" & TimeName,"YTD",True,"Flow = 'EndBalanceLoad'",10,False) Error: Error processing data. The item was not found. Entity, Parent, -1.Is there any alternate way to retrieve Data. It works on USD, Local

Dear Community, I have a requirement to generate a pop-up or warning message during the Data import process based on a specific condition. If the condition is met, the pop-up should inform the user, but the import process should continue without causing a hard fail. Is this achievable ? Can anyone please suggest a method to achieve this. Thank you.      

Dear community, I currently have a Business Rule connector that works fine. However, I would like to pass a parameter from a dashboard into the SQL query of the connector. This is because the user should load a set of data but they can decide which "slice" of data to use. Hence, the connector should filter the data, and then I need to pass an input parameter to my SQL query within my connector. Any possible way to do that ? Regards,

Dear Team, I'm trying to understand what caused the low performance of my code. I see that it's because of many loops, but I'm wondering if there's any possible way to fix it: Dim ResultDataBuffer As DataBuffer = New DataBuffer() Dim sAccounts As List(Of String) = New List(Of String) From { "1711050", "2742020", "1712020", "2745060", "1346010", "2413010", "1742050", "2716050", "1745010", "2713010", "3221010", "3221020", "3221030", "4451010", "4451020", "4451030", "1722060", "2741030", "4541070", "4321020", "4541010", "4541020", "3222010", "4452010", "4541030", "4541040", "4541050", "4541060", "5111010", "5111020"} Dim mICFilter As List (Of Member) = api.Members.GetBaseMembers(api.Pov.EntityDim.DimPk,api.Members.GetMemberId(dimtype.

We load the GL data with YTD View. Data was loaded for 2024M2. There is no data loaded for 2024M3. For some reason after the consolidation/Force consolidation is run for 2024M3, the M3 P&L accounts are appears to reverse the M1 and M2. I do not expect to see any numbers for M3 and we haven't loaded any data for M3. It appears, I am missing something.  

Api.Data.Calculate(“A#28100=A#69000”) What is wrong with writing a calculation like this? Tips. A#28100 might contain thousands of cells. Calculation MAY work but will damage performance. Defining more dimensions reduces the number of cells that need to be processed. A#28100 = 10 Flow x 1 IC(None) x 3 Origin x 10 UD1 x 20 UD2 x UD3 x UD4 etc Defining more Dimensions reduces the number of cells OneStream has to process. Write the rule as follows: To learn more see GES - Level 2: Financial Model Rules Course Level2-Rules.pdf (hubspotusercontent30.net)    

Hi, I have a Spreadsheet BR that creates a tableview and I want a certain dashboard extender function to be triggered when they submit the data from the tableview(spreadsheet) I think this is the way to go but probably because of the namespace, I cannot do this definition. See the screenshot at the bottom. _______________________ Any help is appreciated            

Hi all,  I try to paste new records to SQL Table Editor from Excel spreadsheet. It allows me to paste the data, it seems right, but it does not allow me to save it. It behaves like there is no data at all. What am I doing wrong? Thank you!

Hello,  I'm hoping someone can help me with a syntax issue where I have data in a spreadsheet that is organized with accounts on the rows and 12 periodic months in the columns. I want to be able to tell OneStream that there are multiple amount columns and columns represent different time periods. I can label the amount in the 1st column "Jan" and make T#:[2024M1] using XFD named range the data will load but I want to be able to load all twelve columns at once. Does anyone know how to do this? Does it require a business rule? Thanks,  Scott    

I have activated attributs in my connector and tied them to columns. However, they do not appear in my stage and my vStageSourceAndTargetDataWithAttributes is empty. Is there any additional setting that should be activated in order to get the attributes active in stage?

I have listed a parameter which has display items as Yes, No in one of cube view row override that displays in a Form. Along  with Yes, No items it is also showing "No Data" even if it is not listed down in Display items of the parameter. Could you suggest how to remove "No Data" item     

Hi all, I currently have a dashboard that shows several cube views in it. I'm wondering, is it possible to extract through parameters the POV dimensions of the cell that the user selects, in order to use them for other processes? (my goal would be to allow the user to select a cell, click a button and visualize the drill down for that cell) Thank you in advance for any help!

Hi, we have been working to build our Cash flow report and would need to include an account from the Balance sheet into the cube view report. We would need to include ''cash and cash equivalents at the beginning of the period'' and ''cash and cash equivalents at the period end''.Is this possible to include? When I tried to, I got no values from the BS account into the cube. If so, how would i proceed?Thank you! 

I understand that OS users are able set their own preferences for whether or not Excel Add-in data refreshes upon opening a workbook, however I would like to know if there is an option for the "author" of a Quick View or XFGet form to require a refresh of data when another individual opens it? Not meaning this as an attempt to override the settings of other OneStream users, but instead to make it so that non-OneStream users within the organization are unable to view QV or XFGet form data without having proper access. Thanks

Hi! I have a business rule which allocates all PL accounts from a group of entities in one segment to other segments. However, I would like to exclude accounts that are IC from the allocation. I have classified the accounts that I would like to exclude with the text "ICElim" in box "Text 8", under "Vary by scenario type & time" in Member Properties, in the account dimension. So, in the following code string, I would like to exclude those accounts. Do you have any suggestions on how to change the code string below so that it excludes these accounts instead of picking all PL accounts?   Dim bIsPL As Boolean = api.Members.IsBase(api.Pov.AccountDim.DimPk, api.Members.GetMemberId(dimtype.Account.id, "PL"), cell.DataBufferCellPk.AccountId)

Hi, I'm trying to retrieve the value of the field "Text - Text 8" for an account dimension member. What formula should I use to get this value? Thank you in advance!

Hi Team, how can we get data source, transformation rule profile and other information of workflow profile. Trying to get it from workflow profile attributes using the index but not able to find index for data sources. Can you please help me with this?   Thanks, Manju K

I have a vendor that cannot customize a flat file to include any kind of variable data to determine the import period.  The best they can manage is give me two trial balance amount columns- current month and previous month- and I can pick which to use based on a custom parameter to tell me the close month.   So first, am I able to determine which amount to use (column 9 or 10) based on a variable vs the current date- when current month = 5 and month end = 4, use column 9, else column 10? Second how can I create a datakey for time using these parameters?  I can't find any documentation on it.   Appreciate the advice.  I know this isn't the best way but I've been painted into this corner against my will....

hello, good day; I created a new finance rule calculating the cash flow accounts using as source the balance sheet accounts, the hierarchy is not part of the balance sheet, it's at the same level; when I consolidate or translate the cash flow accounts, the amounts were deleted; but not for Balance accounts. Do I miss something in the finance calc for the data will be durable or something like that? thanks in advence and Best Regards.

Hi - has anyone tried to replicate excel Goal Seek function in Onestream. We have a bonus model calculation in excel which uses excel goal seek and circular reference with iterations options in Excel. We want to replicate it in Onestream. Has anyone done similar excercise.

Greetings - Looking for Audit option to track the data before the change, 'Audit History For Forms' option shows data after the change.   Thanks!