OneStream Platform Forums

Does anyone know if it is possible to format the XML files that are created by the application extract. In particular I want to format the Metadata extract so that there is a single line for the member definition. I want to run a compare process to check what differences there are between 2 files. I want the member name included in the difference line rather than (for example) the currency has changed without any indication of the member. So this <member name...><properties><property name...> instead of: <member name...> <properties> <property name...> Thanks

Hello, Does anyone know how to Pass CalcScript in navigation links from One CubeView to another CubeView? Any help will be appreciated. Thanks

Re-posting. I hope this time it is in right community.------Hi All,We are a large OneStream shop with 700+ users.  The system is in use for last couple of years.Currently our system is hosted in our own Azure environment and managed by our own infra team.We are currently reviewing to see whether we should continue with the same or should we go for OneStream Cloud Managed Service?I would love to hear from fellow OneStreamers following:1) Are you currently using OneStream cloud or hosting it on your Azure / Data center?2) Ours is a very complicated system with multiple group regulatory reporting as well as some LBU planning & budgeting apps on the same environment.   While speaking with a colleague, he told me that from his past experience, the system performance wasn't as great on the Cloud compared to customer managed environment.  Is this the experience of all OneStream customers out there?3) How's the support experience with OneStream Managed support?4) Did yo

Dear community, When we execute an allocation in OneStream (the one when we right click on a Cube View cell), we can indeed execute an allocation. I was checking but I couldn't see any logs or audit information regarding this allocation. Does anybody know if there's an audit table, or any logs, that are related to this allocations ? On the other hand, are there any event handler related to the execution of this allocation ? Regards,  

Hi, After the reporting units have reported and certified their workflows. We need to post a group journal that affects almost all reporting units (this cannot be done earlier in the process). How is this possible without having to un-certify all companies and unlock descendants etc. There must be a simple way to post a group journal without touching the certified status of a reporting unit.  Please advice. Thanks!

I need to export the annotation and data for certain intersection to an external table. I am able to do that using FDX from cube view but can that be done without a cubeview? I am not sure if FDX of data unit would work and if does then how to? When I used that I get only the data. 

I am able to get some export using the FdxExecuteCubeView function but the exported data does not match with the Cube View. I add too many columns in the export and a lot of columns that are in the actual CV are missing. For instance the below two rows are same in terms of data, but the excel export from data explorer shows the entity ID, while it does not show that entity ID in the data table exported to external SQL table. Also, there are missing annotation columns in the data table export too.       Code: (I don't want to filter anything)  

I am trying to save the XML files in the application zip file as separate XML files rather than a single zip. I get the zip file as a byte array and then pass that to XFZip.Unzip The code executes without an error and without any files being saved as well. Does anyone have any suggestions or can point out where I am going wrong with the code?  OnPrem V7.4.2 Dim xmlOptions As New XmlExtractOptions xmlOptions.ExtractAllItems = True Dim folderNameForExtract As String = "XMLs" Dim extractPath As String = $"{Environment.GetEnvironmentVariable ("Temp")}\{folderNameForExtract}\" 'Execute the Metadata Extract Using dbConnFW As DBConnInfo = BRAPi.Database.CreateFrameworkDbConnInfo(si) Using dbConnApp As DBConnInfo = BRAPi.Database.CreateApplicationDbConnInfo(si) Dim zippedBytes As Byte() = ApplicationZipFileHelper.Extract(dbConnFW, dbConnApp, Nothing, xmlOptions) XFZip.Unzip(zippedBytes, extractPath) End Using End Using  

Afternoon All, I'm looking to create a set of standardised confirmation rules as Finance Business Rules which I then want to reference from the confirmation rule itself to cut down on maintenance. I'm pretty sure this is possible and I've seen some other discussions but I can't quite figure out the code to use in the confirmation rule to trigger the finance rule. I've seen Dim sharedFinanceBR as New OneStream.BusinessRule.Finance.RulesName.MainClass as an option but this syntax doesn't seem to be available in the confirmation rule code. I think maybe it only works in only business rule types? Is anybody willing to share their code please? (Just the part that triggers a public function from a confirmation rule). Thanks! Richard

Is there a way to pull the functional currency in a Quickview, for example we have a Quickview showing entity and account (cash) in the rows and time in the columns.  I would like to pull the entity, the functional currency of each entity.

I need to update the properties (Constraints/Texts) of 20.000 UD members based on transformation rules.  The script runs in 10 seconds, but once I add the 'SaveMemberInfo' method it surpasses 2h ... I tried both 'MemberInfo' & 'WritableMemberNoCache' with no performance enhancement Dim ListofU1Stores As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, dimensionName, myStoreFilter, True) For Each oStore In ListofU1Stores 'MemberInfo ''Dim myStore As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.UD1.Id, oStore.Member.MemberId, True) ''Dim StoreUDVMInfo As UDVMProperties = myStore.GetUDProperties() 'WritableMember Dim objWritableMember As WritableMember = BRApi.Finance.Members.ReadWritableMemberNoCache(si, DimType.UD1.Id, oStore.Member.Name) Dim objVaryingMemberProperties As VaryingMemberProperties = BRApi.Finance.Members.ReadMemberPropertiesNoCache(si, DimType.UD1.Id, oStore.Member.Name) Di

Hi, Has anyone had success with viewing the GolfStream reporting formulas such as Return on Assets or Asset Turnover?  I'm trying to learn how to write some ratios and it would be so helpful to view these.  Unfortunately, the formula is greyed out.  Please see below.    

Is there any way to export a list of orphaned entity members?  We pull in hierarchy information from SAP and recently over 1000 entity members were blocked in SAP.  This resulted in them going into orphan status in our OneStream instance when we updated our metadata.  The issue is that some of these orphans had data and that is causing reconciliation issues.  If I could export a list of the orphans, I could match them against all of the SAP entities that have data to determine which orphans needed to be restored.  Thanks!

Hello Community,  I have an issue with the chart size, if I try to display it in powerpoint, using the extensible documents function like this. I tried several different zoom factores, but all efforts failed. I want to place 2 charts next to each other, but every time I try to decrease the picture size, so two charts could fit on one slide, or change the settings, I only see 40% or 50 of the charts. Question: Is there a way to decrease or increase the size of charts/pictures in powerpoint, but still be able to see 100% of my chart? I´m facing the same issue with some Cubeviews.  {XF}{Application}{CubeViewReport}{Chart Name Here} PageNumber=1, CropLeft=100, CropTop=100, CropWidth=0, CropHeight=0, Zoom=100, MaintainAspectRatio=True, FillMode=Width, Anchor=TopLeft, IncludeBorders=True, IncludeReportMargins=True, IncludeReportHeader=True, IncludeReportFooter=False, IncludePageHeader=True, IncludePageFooter=False Many Thanks for some tips and tricks. Regards, Markus

where can i find the files imported in the workflow steps, I can't find em in the File Explorer.Thanks

Hello,  I am currently on version 8 of OS and I am looking for a way to extract loaded journal entries. Is there a way to do so? Thank you

During the import step of a workflow profile, where does data gets stored before arriving to the staging area ? I am using an Event Handler to manipulate loaded data before it gets saved to the staging area. However, I am unable to retrieve it before it gets stored into 'SourceStageData' Table.Data appears in the database only after the operation named 'WriteTransformedData'.  Are loaded data rows stored in memory and processed, then gets saved to the table 'SourceStageData' after operation 'WriteTransformedData' ? How can I access the loaded data before it gets processed (parse and 1st transformation during 'Import' step) ? Intellisense is not working on the 'Transformer' Object, so I can't search for a property/object holding loaded data: [Dim objTransformer As Transformer = DirectCast(args.Inputs(0), Transformer)]

Hi - Is there a way to export multiple trx at once? And where it would indicate which Account Dimension Transformation Rule it came from?

Dear Community, I am trying to run an allocation finance rule. I believe I have set up everything for that in the business rule. However, upon running the BR I get the message "An internal method is not implemented" Please find below the business rule (currently set on a demo asset) :   Dim MyAllocationType As allocationtype = Allocationtype.EvenDistribution Dim MyAllocationOptions As New allocationoptions Dim MyAllocationResult As New AllocationResult MyAllocationOptions.AllocationType = MyAllocationType If MyAllocationType = AllocationType.EvenDistribution ' The value to allocate MyAllocationOptions.SourcePOVMemberScript = "Cb#Houston:E#[Houston Heights]:C#USD:S#BudgetV2:T#2022M12:V#Periodic:A#2000_100:F#None:O#Import:I#None:U1#None:U2#Mach5:U3#NA:U4#[Active Hub]:U5#None:U6#None:U7#None:U8#None" ' Any override to be done on source value MyAllocationOptions.SourceCalcScript = "A#SourcePOV * 0.1" ' Target POV, must be lowest level on all dim except the one being allocated MyAllo

Although account member appears to be in Detailed dimension. The error says account member doesnt exist in dim        

I want to add more filters to my row, just as I have it in my Excel quickview, but from what I saw there is no visual way to add it, so I needed to know how to do this, whether it is through a business rule or another way.  

Hi  Can I please get the working example of workflow automation using  BRAPi.Utilities.ExecuteFileHarvestBatch function. My workflow works fine manually, and it is connector based. And I wanted to automate using ExecuteFileHarvestBatch.   Thanks, Manju K

💎 OneStream consultants and administrators must make the correct decisions during the design phase of YOUR project. Top on the list: Deciding which one (Dynamic or stored Calculations) to use is a fundamental consideration of a project. Dynamic Calculations are an in-memory calculation that runs on demand (when necessary).  Stored Calculations are calculations that run as part of the Data Unit Calculation Sequence (DUCS). All alternatives should be considered before storing calculated values in the application. Dynamic Calculations do not store a value in the cell. Instead, a numerical value calculates and displays when the Member is referenced. Stored Calculations result in data records and data cells being stored in a database table. For further details: OneStream Foundation Handbook and Implementing OneStream course. Exam QUESTION: What are the three ways to run Calculations?  Cube View cells​ Workflow Process task​ Data Management Jobs

Update: Found out the user ID is actually supposed to be a Guid object and not a string.    I have a data table which contains a list of UserId's. Currently, I need to convert those UserId's into usernames. I have been attempting to use the variations of the '.GetUser' api. With this test, I have been unable to actually fill my variable with user info for analysis. Is there any known workarounds for this situation? I confirmed that .GetUser works with the username, just not with the UserID.  Below is an example of my scripting, the string is of the userID I obtained by testing on a username.   

I am using an Event Handler to manipulate loaded data before it gets saved to the staging area table. More specifically, I am duplicating some rows while adding new logic to the dimensions (I know it is not recommended but it is done in a controlled fashion). Derivative rules won't do the trick for me and they are very time consumingAfter multiple tests, I found that data gets stored in 'SourceStageData' app table only after operation 'WriteTransformedData' or before 'SummarizeTransformedData'. Which is a bit too late for my case ...  - My attempt: When I try to manipulate data stored in the 'SourceStageData' table, I can visualize the derivated rows in the 'Import' step Interface ! However, when I move the 'validate' step, they are not processed for transformation (even though all columns are valid, even 'Ri' column which is unique has a NewGuid inserted). This is what led me to the guess below     - My guess would be: Loaded data rows are stored in memory and processed