OneStream Platform Forums

Hi Everyone. Is there a way to prevent the insertion of duplicate information using that function? Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult() selectionChangedTaskResult.ShowMessageBox = True Try Dim loadResults As New List(Of TableRangeContent) Dim fileInfo As XFFileEx = BRApi.FileSystem.GetFile(si, FileSystemLocation.ApplicationDatabase, strFilePath, True, False, False, SharedConstants.Unknown, Nothing, True) If strFilePath.XFContainsIgnoreCase("xlsx") Then loadResults = BRApi.Utilities.LoadCustomTableUsingExcel(si, SourceDataOriginTypes.FromFileUpload, "Temp.xlsx", fileInfo.XFFile.ContentFileBytes) selectionChangedTaskResult.Message = "File [" & strFilePath & "] Loaded" selectionChangedTaskResult.IsOK = True Else selectionChangedTaskResult.Message = "File [" & strFilePath & "] NOT Loaded" selectionChangedTaskResult.IsOK = False End If 'Delete the temp file If boolDeleteTemp

Hello, I was wondering if there's a time expansion that would only pull a previous year based off the workflow? I tried WFPrior2, but that pulls both prior 2 years. If I want to just pull the time form 2 years ago (i.e. 2022) how could I do that based off the WFYear time expansion? I know i can create a parameter and hard code it, but I would rather not have to go back and update it every fiscal year. Thanks, Will

We have built a set of dashboards for our client within OneStream and the requirement is to be able to export and distribute these dashboards outside of OneStream.  We have previously gone the route of exporting to PowerPoint, however, we are struggling with the cube views replacing the images, formatting, not bringing over any editable text, etc.. overall, a lot of work for a poor result.  Are there any other options to exporting dashboards? Ideal result is to get as close as we can to what we are seeing in the OneStream dashboards and just extract them.  Any advice is greatly appreciated!

Howdy, Background: I have a data management job that runs a Business Rule. I have created a dashboard with a button that can trigger this data management step.  Problem: As an Administrator I can run the data management job, or I can click the dashboard button. As a user when attempting to use the button the following error happens: "Summary: Error processing Data Management Step 'xxx'. Unable to execute Business Rule 'yyy'. Object reference not set to an instance of an object." I have read that this is really just a catch all error.  I think I have narrowed the problem down and believe it is because the users do not have permissions on the BatchHarvest Folder (which is referenced in the job).  So, one question I have is: can a Data Managment job be triggered to run "as an admin" that I could assign to the button?

i am pulling flow to cube view i want to round the number to two digit precision. i tied with number formatting N2 it didn't work. i can see the two digit in CV but real number still exist when i export to excel. How can i round the number?  

Hello all, I was asked to code in a December of prior year. I know how to get any month prior to the current month but I am unable to figure out how to get a static month like December no matter which month we are in the current year. Seems simple enough but the time functions are not working. It says 'Unexpected Text' when i enter in the function T#POVPriorYearM12. Is this a POV issue? Not sure what is going on. 

Hello, I am trying to adjust the code below to handle the following situation: The client loaded data for Test Rate and Test Count on UD1 "ID". The data buffers defined for prior month (TotDirCOGSDataBuffer and DirCOGSDataBuffer) do not have any values for UD1 "ID". The client wants to do the calculation for UD1 "ID" as follows: take the prior month data from another UD1 member, multiply with the Test Rate and Test Count for UD1 "ID" and place the results on UD1 "ID". How I can accommodate this change, considering this will happen also in the future when they need to perform a calculation on a UD1 member which does not have values in prior months? 'api.Data.ClearCalculatedData(True,True,True,True,"U7#DirCOGS_Calc") api.Data.ClearCalculatedData(True,True,True,True,,,,,,,,,,,"U7#DirCOGS_Calc",) 'Create a result data buffer and destination info to add the cells to later Dim resultDataBuffer6 As DataBuffer = New DataBuffer()

Dear Community, I have a SQL Table Editor on a Dashboard and a button. When user select (click on a row/record) on the SQL Table Editor and then click the button, I need to pass the data in the selected row to a business rule. Is it possible? Thank you in advance!

Morning All, I'm working on a new solution to avoid having many, many separate confirmation rules with their own code which is almost identical in each case, and instead move to using a public function so that the similar code is recycled. Seems like a sensible idea! I've got a basic prototype roughly working. So I've created a public function in Finance Business Rules which I am then calling from inside the confirmation rule code. ie. the first code snippet is the public function and the second code snippet is the confirmation rule code calling it. So far, so good and I've proved that the public function is indeed running when I run the confirmation rule (the error log message appears as expected) so I'm pleased so far! What I now want to do is pass in some parameters from each confirmation rule, ie. the only thing that will be different in most cases is which accounts are being checked. So here is where I'm stuck. Within the code that calls the public function I want to be able to pu

Having difficulty finding the source of this error. Has anyone come across this?  

Hi All, I have a requirement to create a cube view with 3 columns of orders and to make them like a single column. Can anyone please suggest. Please find the below snap for your reference. Orders of 3 columns, should make as one column. Column1 - PW Column2 - CW Column3 - VPW        Thanks in Advance.    

For our Planning/Budgeting application we have a dashboard that is an excel spreadsheet with a CV embedded in it.   Goal: is to allow folks to copy paste from excel where they have additional data summarized (ie paste formula as a value) Issue: Copy (Ctrl-C) Paste (Ctrl-V) will paste the formula that then turns into a value based on the reference in the dashboard and not the original excel. Option 1: I did turn on Spreadsheeting setting - Show Ribbon and user can now select Home-Paste Special-Comma delimited. Question: Is there a better way!  1) - Folks are confused with the list of Paste As options (see below). 2) - Creates 3 additional clicks than normal. 3) - We prefer to not even show the Ribbon - It just creates questions from users. 4) - Is there a way to set a default or maybe a button. Clarke

Hello, The client has a calculation for the planning process where I used the prior period values in the calculation for current month values. Here is the data buffer I created: Dim OpCostsDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(RemoveZeros(F#Top:O#Top:T#POVPrior1:I#Top:U5#None:U6#None:U7#Top:U8#Top),A#Op_Costs.Base,U1#Top.Base, U2#Top.Base) Then, the client had another idea to accommodate where if the calculation is for first month (M1) take a 3-month average and then for the calculation of the subsequent months (M2 – M12) revert to the original logic of trending on prior month – POVPrior1. I added this logic, where I included an IF statement: Dim OpCostsDataBuffer As DataBuffer = New DataBuffer ()If POVPERIODNUM = 1 Then       OpCostsDataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(RemoveZeros(F#Top:O#Top:T#" & Year1 & "Q4" &":I#Top:U5#None:U6#None:U7#Top:U8#Top),A#Op_Costs.Base,U1#Top.Base, U2#Top.Bas

Hi team, Is there a way, perhaps using channels, to input a journal entry after certifying a workflow? 1 - This workflow is designed to import data, perform data checks after processing, etc. There is one workflow like this for each entity. USA is an entity assigned to this workflow. If I remove it from the workflow entity assignment, the journal posting will work, but i want to keep it there if possible for now.   2 - Then, users can create journals to post adjustments for any entity. However, attempting to post an adjustment for the USA entity will fail due to its certification status. An error message will appear: "Data validation error. The parent Workflow Profile 'USA' is certified." Thanks.          

Is there a way to get the prior workflow period's amount ('Am' field in sourcestageData table)?My use case is subtracting the current period's amount from the prior period's amount to derive the periodic value so I can apply Fx translation to just the periodic value instead of YTD value within a Derivative Transformation Rule.I can easily get the current period's amount with this syntax:  Dim amountValueCurr As Decimal = args.GetNumericValueUsingColName("Am") I can also get the current and prior Workflow Time Key's, but unsure how to leverage the prior Wtk to get those amounts from the prior period.

Hi,I've set up Attribute Members in my application. They are using Text fields in my UD3 dimension and the Attribute Members are in my UD6 dimension. For default Text values, it works great. However, if I want to make a time-dependent change, it does a YTD true-up on any values. For example, let's say I have a member "Member1" with the default value "Smith" and 1,000 per month. If I want the Text value to be "Jones" starting in M4, I make that change in the Text field for that period. When I view the data, the Smith row will have 1,000 for 3 months and then -3,000 in month 4 and the Jones row will have 4,000 in month 4 and 1,000 per month after that. Is there any way to prevent that YTD true up? I just want the amounts to stop for Smith and start for Jones without the true up?

Hi Community, We have a cubeview that pulls more than 40k records when run for a period in a dashboard. It runs base level for couple of UDs that have ~30k members and 200 members. It renders fairly quickly on dashboard although with paging, but when for exporting the output and running using FDX via DM job (through BR) its taking a lot of time to run. I thought time it takes to run a CV manually should be same when called via Business Rule. Please let me know how can I match the cube view performance when run manually to when I call in a Business Rule. I checked and matched the sparse rows settings both in rows and columns among other checks to match but cannot figure out why it runs slower when i run through business rule.

Within our design we are using 3 layers of extensible cubes with extensibility across Entity, Account and UD dimensions. We are finding inconsistent results when the user is in the parent cube and are attempting to ‘drill’ to lower detail in an Ad Hoc Grid. In the attached video you will see a user using the .Base member expansion and doing a right-click drill and receiving differing results. In talking with OneStream, this appears as expected functionality because of extensibility. We were provided a workaround (adding .Option expansion) which is not user friendly given the availability of a .Base button in the member expansion. Logging this enhancement request because this is not a user-friendly functionality and the inconsistent results could cause users to not trust the results they are seeing in an ad-hoc grid. We understand we can put it into a parameter per case CSRC009442 .Base.Options(Cube = Global, ScenarioType = Actual, MergeMembersFromReferencedCubes = False)  which ca

We have created a CubeView to enter Fcst data into it.  We have created WF's per region (UD4).  When I assign the entity to a WF, I get this error message.  When I remove the entity (not assigned to any WF's) I don't get the error message.  Is there a way to assign the Entity so I can have the Entity closed via certification and leverage it in the Calc Definitions.  In our world we have planners that have regions that are spread across different entities so we plan by region/UD4 and not Entity but I still want to leverage WF capabilities to close out updates via certification.  I thought the setting - 'Load Overlapping Siblings' but that did not work. Result is that I don't have any entities assigned to any Fcst WF's.  Not ideal.  

Does anyone have any experience creating a bar graph with 2 dimensions on the x axis?  We have created a bar chart comparing Recurring and non recurring revenue by entity.  Currently, I have both the accounts as the rows and and entities to be displayed in the columns. The client wants to see the same chart but for the current month and two previous months for each of the entities. I have tried placing the T#Month(|CVTime|), T#MonthPrior1(|CVTime|), T#MonthPrior2(|CVTime|)  in the nested member expansion 2 on the columns but that does not allow me to have multiple dimensions on the x axis and only displays those three months. I am currently using the Chart (Advanced) component. Any ideas are appreciated. 

I'm trying to write a business rule creating a KPI which returns the value of an account for same period previous year. I already have a working business rule creating a KPI which returns the value of the current period which has the following formula:  Return api.Data.GetDataCell("A#38999:T#" & api.Pov.Time.Name &"").CellAmount Where 38999 is the account number for which I want to get values. What formula should I use to, instead of the current period, get the current period but for the same period previous year? Many thanks in advance!

Good day  I was wondering if there was a way to find out which child members of UD4 that has text 8 text in there without going through each member. Once we find that out then is there a way to see where the text 8 is being used in the application   Regards

Hi everyone ! Hope you're doing well. I am looking for help on a word extensible document : we manage to integrate a cubeview in the doc word however the column header do not appear despite selecting "IncludeReportHeader=True". Could you please advise on this matter? Many thanks in advance ! Best regards Jérôme The cubeview as formated for reporting purpose : The word settings for integration of the document in word : {XF}{Application}{CubeViewReport}{CSR008_RPT_DPEF_TER02} IncludeReportMargins=False, IncludeReportHeader=True, IncludeReportFooter=True, IncludePageHeader=False, IncludePageFooter=False How it looks like when opening word in OneStream : I don't understand how to make column headers appear whitout having to display page headers. My understanding was that column headers were report headers and not page headers.        

Dear Community,  We have a requirement to make all the headers in report as well as in excel to make it bold and to increase the size. Here, I wrote a Business Rule function in Cube View Extender to make the change. But, I see it's getting reflected for only one of the headers in the report. Here, I'm attaching the images for the reference. Any solutions to this are really appreciated. Thanks.   -- This is what I have given in the report header.       -- And this is the output when generating the report. This bold needs to be applied to all the headers given here.     -- This is the output when I'm viewing it in the excel format. No changes are seen here.      -- Cube View Extender Business Rule which I used.               

Users have been receiving the following error when trying to access various dashboards:"'GridItemThemeKeyExtension_DefaultBackgroundColor_OneStreamBlue' resource not found."The error has occurred for multiple users on multiple dashboards, within Production and Sandbox. We have found that the error does not reappear if the user logs out of OneStream and completely closes the application before logging back in and attempting to access the dashboard again.Has anyone else seen this error before and been able to determine the root cause?