OneStream Platform Forums

Hi,I have created a dashboard extender business rule that picks some CSV files from a server, save them in the File Share, extract some info from the file, then delete them.The issue I am having is to find the right folder to use to import and then delete the files.I initially used the Administrators folder in the File Share/Applications/Groups folder, but that folder is not visible to the not in the Administrators group, so the rule works fine for me but not for other users.Then I have tried using the Incoming folder, which let me import the files, but does not let me delete the files.Each folder in the File Share seems to have a different set of security properties, but that is not shown in the File Explorer. What is the purpose of each of the folders in the File Share (is each of them supposed to be used for a specific task?) and which one is better to use for my scope?Thank you 

I am trying to get a stored value in Text1 from an Entity relationship:This is the code that at least does not give me an error when it executes but it does not return the Text1 value.Dim myScenarioID As Integer = brapi.Finance.Members.GetMemberId(si, DimType.Scenario.Id, "Actual")Dim myScenarioType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si, myScenarioID)Dim myTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, "2021M6")Dim myEntityID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVEntity)Dim myParentID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVParent)' Get relationship Dim relationship As Relationship = BRApi.Finance.members.ReadRelationshipNoCache(si, DimType.Entity.Id, myEntityID, myParentID)' Get the propertiesDim memProperties As New VaryingMemberProperties( DimType.Entity.Id, myEntityID, myParentID )' Get the stored valueDim Text1Value As String = memProperties.GetEntityRelationshipProperties().Text1.G

Hi Community, Do we have a method for adding Finance Business Rule for Cube view Report.Any solution to this would be very helpful and appreciated.Thank you.

In a DM Sequence with multiple DM steps (Data Import or consolidations) does the memory that each DM step consume will be released at the completion of each DM step OR it will be on hold till the completion of the DM sequence it is part of? 

Hi,I have a user requirement to drill back to NetSuite Web URL from OS Cubeviews.In the NetSuite Web Page there are selection drop downs to select the Account, Customs and Time Periods. Based on the selection, detailed data will be retrieved from NetSuite and displayed in the NetSuite Webpage.They would like to auto populate the NetSuite drop downs (Account, Customs and time) from the OS Stage data (Drill down data) and display the detailed data from NetSuite in the Webpage.I understand we can drill back to the Web URL, however is it possible to auto populate the NetSuite drop downs from OS Drill Back option? 

Hello,Im wondering if there is a way to hardcode a fieldtoken value when loading data from a csv. For example, I am using the below code:Dim fieldTokens As New List(Of String)fieldTokens.Add("xfText#:[Account]")fieldTokens.Add("xfText#:[Entity]")fieldTokens.Add("xfText#:[Amount]")fieldTokens.Add("xfText#:[EmpID]") '<-- Want to hardcode this to '99999'BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, .......)But I want to hardcode the results of EmpID to value '99999' before I execute the 'LoadCustomTableUsingDelimitedFile' command.  Any help on this would be much appreciated! 

The Formula for Calculation Drill Down will impact consolidation performance. Question Credit: Jack Lacava Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hello everyone,I have 2 scenarios in my application: Stat and Management. There is this one entity is not getting consolidated in the stat whereas it's getting consolidated in the management structure like any other entity.I realized the system eliminates receivables against this entity in the stat hierarchy even though the entity itself is not getting consolidated.1. Is it possible to make the entity behave differently in 2 scenarios using the ownership types? Design and ref doc basically does not say anything about the behavior of the methods.2. I don't want to map the amounts to IC None for Stat because the data is common between two scenarios.Any help is appreciated

Is there a way to filter a DataBuffer on DataType or StorageType? I'm running a business rule in T#2023Q3.  This business rule gets a data buffer for an account.  I was expecting the data to be for just the current period (T#2023Q3) which it does however it also brings quarters Q2 and Q1 which I was not expecting!  I don't want this "IsDerrivedData" brought into my data buffer.  How can I filter it out? ' ƒ WOW! - As we advance the Time we bring in the current and all prior periods. So 2023Q3 brings in data for Q3 AND Q2 AND Q2! ' Filtering by time doesn't work "RemoveZeros(T#2023Q3:A#A_BSRCarveout:C#None)"; IsDerrivedData, StoredByNoActivity dragged in, why?!?! Dim BSRCarveoutDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("RemoveZeros(A#A_BSRCarveout:C#None)")    

Hi, Is it possible to pop up a message to all the active users of an application through a business rule? When the data load starts, we want to pop up a message that the process as started. Ragav.

I have a Dashboard with 2 Cube views that have the same columns and when they are on set to a grid on  a dashboard, you have to scroll on them separately to go see data on the right. When I put them in a vertical stack panel, they have one scroll bar but when you scroll to right you lose the row names. When trying to put them in one Cube View, if you scroll down you lose the top part which is basically the totals summary. Is there any way to freeze pane data explorer in  a cube view or freeze pane on a vertical stack panel so when you scroll right the row names stay on the page?

We want to make some forecast periods read only ( Data seeded periods from Actuals) in a Data submission cube view by referencing the period count submitted in another Cube View. Basically, this is to deal forecast data submission.Trying to achieve this by Dashboard XFBR string and that string is referenced into the Form template -> CubeView to make certain periods as readonly, so that they cannot submit the forecast data for those periods.Below is the script that we are using the get the Period count submitted in a specific POV( to start with, hard coded all the POV members)----------------------------------------------------Dim strActMonths As String = api.data.GetDataCell("E#FC_Seed_Entry:P#:C#Local:S#FC11:T#2023M12:V#Periodic:A#FC_Seeding:F#None:O#Forms:I#None:U1#None:U2#None:U3#None:U4#None:U5#Text3:U6#None:U7#None:U8#None").CellAmountDim iActMonths As Decimal = 0iActMonths = strActMonths.XFConvertToInt----------------------------------------------------We have called this into

Anyone have something they use? Seems like OS has never provided a nice little reference like this. Thanks in advance for anything anyone wants to share.

I currently have a UD8 that pulls the current timestamp anytime a user updates an intersection and it works just fine. The issue I am having is that when I run a calculation to push an amount to an intersection, there is no audit trail for that. Is there a table where this calculated audit information is stored? I haven't been able to find anything and I would think that OneStream should be able to track the audit trail of calculated members.

How to sort members from smallest to largest and vice versa based on amount using business rules??

can cube view display with dash (-) instead of empty for No data cells in Excel

Hey,So I have built a flow to push data from one scenario to another by pressing a dashboard button which start a data management job that execute a extender business rule.The extender business rule is executing import, validate and load with the file created through the referenced data management export data step/sequence. The export data step is using a literal parameter in UD1 that is being set before pushing the dashboard button.Above UD1 selection makes it possible to only push/seed data to the other scenario for just a portion of the total data. Over time there will be up to 10 button executions to push all data in UD1 to target scenario.  Everything works fine for me except replacing data in destination scenario/workflow. Currently I use .append in order to load all 10 UD1 areas to one import step in destination workflow/scenario. If the user in this case whould press the button for the same UD1 selection a second time, I would have the data twice. What I wou

Hi,I would like to explore the way to update OpenApplication security role via Business Rule. Any help/suggestion would be appreciated. 

I have a grid view with a list of items on my home page and I would like the user to be able to select an item. This will then open a new page. Everything on that new page will be related to that selection made (tables, labels, etc.). I could then go back to my home page, leave the first selected page open, and then open another page for a different item.Any suggestions on how to get this to work?Tried solutions:- Fix the session state of the newly open page with the parameter value --> Once you do a full refresh of the page then the parameter will update to the latest selection made- Supplied parameters --> This is a good solution for a dialog screen, but when you open the dashboard as a new page the connection seems to drop here and it actually pops-up a dialog box again to make a selection on the new page. 

We recently upgraded to version 7.3.3 and did a push for the Excel Addin upgrade.  Does anyone know if there is a report to show which users have installed the upgrade (outside of our IT Department).  

Hi everyone, This is a new application and I cannot start OneStream using the shortcut. It gives me the error below. I am still able to open the app but needs downloading it everytime.I checked this note but it did not work:https://onestreamsoftware.service-now.com/sp_cloud?id=kb_article_view&sysparm_article=KB0011265&sys_kb_id=9aaf3adf1b136010b7ec8557624bcbe6&spa=1Also here is the error message in the details:ERROR SUMMARYBelow is a summary of the errors, details of these errors are listed later in the log.* Activation of https://*****.onestreamcloud.com/OneStreamWeb/ClickOnce/OneStreamDesktop/OneStreamDesktop.application resulted in exception. Following failure messages were detected:+ Your Web browser settings do not allow you to run signed applications.

Hi, is it possible to give someone access to the FileShare folder in OnePlace, without giving access to the System tab (from where, using File Explorer, it is possible to browse to the FileShare folder)?Thank you 

Hello,I was curious if anyone knows a way to get their Quick View in Excel to breakout the hierarchies on the row dimension so that it would separate the parent and children by column and not just have it indented?Instead of this:I want this: Thank you.  

Hi,I am in a custom business rule. I have a calculate formula like the following one, which works fine:api.Data.Calculate("A#Sales1 = A#Sales2 + 50”) Now let say I want to declare a variable instead of having the 50 typed in the formula string, and pass that to the Calculate, what is the correct syntax to do that? Is it possible?I would like to do something like this (the one below is not the correct syntax, but it gives an idea of what I am trying to do):Dim Growth As Decimal = 50api.Data.Calculate("A#Sales1 = A#Sales2 + Growth”) Thank you 

hi,I have created the custom table and loaded the records into it using the Finance BR. Finance BR is called by the DM step and now i have to read the custom table records and render  into the import step of the workflow on clicking the load and transform button . Any steps on this is appreciated. Thanks