OneStream Platform Forums

Hi,We have a CV that has first few columns Actuals and rest as Forecast. User can select the Base Entity and enter the numbers in forecast columns but only look at the Actuals numbers.We have situation where we need to show parent of entity member for Actuals but use that base entity to capture forecast amounts.  We need this for just 5-6 entity members. Any idea how I can achieve this without writing complex business rule? Tried conditional formatting but no luckThanks,PM

Report Books LOOPS - A Loop is a sequence of instructions that will continually run a process as many times as is defined in the Loop Definition. For example, a book can be set up to loop through all the base entities under a particular hierarchy and generate an instance of the same Cube View Report for each entity. See you Building Basic Report Course for details - this is only a quick reminder that excel sheets are not the best way. Keep it all in OneStream.  see this QuickTips course for details: 🤣 https://onestream.thoughtindustries.com/learn/video/quicktips-intermediate-reverse-engineering-a-report-book-part-1 Try this out on yout local OneStream App.  🕺We have a Report Book looping through a group called Clubs, a  parent of children, NA Clubs and Europe Clubs etc.   Screen 1 - Entity Dimension -Clubs, this books will loops through each group and sub-groups and children in clubs. The Book will loop for all entitie

Is it possible to use a Business Rule to save one Security group under another security group? If so, can you share an example of how this would be done?

We are working on uploading and downloading files onto OneStream FileExplorer. It is possible to fetch the encoded file from the FileContents using the SQL Query over the REST API. Similarly, is it possible to upload the data to the FileExplorer using the REST API? Any ideas would be much appreciated. Regards, Anusha

  We are trying to create a form with external vba code to refresh automatically once the onestream addin- refresh workbook. 

Hi All, In an event of OneStream primary database crashes during the month or year end of the Statutory Reporting when users heavily rely on the system, Could you please suggest the steps we will consider to reinstate the system. Thanks Amit

My rows are my UD3 Dimension, and I want to mimic a current Excel Report.  I want to Left Justify the Description and right justify the UD3 Name so it basically looks like this.  Boys garments                   B100Mens garments                  B110I have this Name function to reverse the Description and Name.U3#Root.List(B100, B110):Name(XFMemberProperty(DimType=UD3, Member=|MFUD3|, Property=Description)XFMemberProperty(DimType=UD3, Member=|MFUD3|, Property=Name))Based on that I getBoys garmentsB100Mens garmentsB110Of course I could add some spaces, but I have Descriptions that vary greatly.I just wanted to make sure I wasn't missing a statement could make the Member Name property to Right Justify.  Any ideas appreciated, otherwise I just get the users to accept it in Name Description format.

I am trying to create a dashboard with GridView as the component. In Gridview am using Dataadapter (SQL Query). I want to pass parameter to the GridView when displaying the data in the dashboard. Can someone help me on this.   Thanks & Regards, Madesh K

I have a SQL Table Editor on a dashboard, I would like a row to be "pre-selected" from code instead of through a user action (manually clicking on the record).Is this possible? 

Hello - I have a cube view that currently has two columns. The first is just base members of an account hierarchy, and the second is a dynamic calc UD8 that retrieves the text 5 value for each account stored by scenario type. The UD8 is working and pulling the correct text 5 values, however some but not all of the stored item text is delimited by semicolons. How can I split this text by semicolon into separate columns in the cube view?

Originally posted by Henri Roest5/4/2018 Can we pull a parameter in Spreadsheet which is in a Dashboard ?

You can only enter data for up to 12 months in any given Workflow. 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

hi,Am looking to trigger the Finance Business rule from the DM step.Below is my snippet , but the DM step is not triggering the  finance BR .      Thanks 

Hi All, I have created a Cube view which has  negative values in few cells with parenthesis format in OneStream, when i try to export the repot to an Excel am not getting the same format in Excel instead am getting "-" in Excel. I need the same format in excel while exporting. Can anyone suggest the formatting settings how to get that. Please find the below snaps for reference.     Thanks in Advance.

Hi all, what do you usually suggest to clients as last step of a budget/forecasting cycle, to Close the workflow hierarchy or to Lock its workflows? I am just checking if there is any disadvantage by using one against the other. Also, is there a way of automating the closing/locking so that it is trigger on a certain date? I was thinking I can may create a rule encapsulated in a data management job and schedule that, but is there an easier way? Thank you 

HelloI have created a "level 2" transformation rules on ICP dim in order to force certain accounts to be filled in specific fixed IC elements.Do I have:     -  "level 1" with One-To-One Mappings.     -  "level 2" with a composite filtering on the account A#[140305] "Level 2 Composite" is completely ignoredWhere am I making the mistake?Thanks in advance for the helpMarcello 

Dear Community, We have a requirement to calculate the sums of two rows total for every month we run. We have a time parameter that is helping us to select the desired month. We used GetDataCell formula to calculate it for the particular month.for an instance if Jan period is selected - GetDataCell((Divide((CVR(Row1) + CVR(Row2)), (1)))*12):Name(Total)  will be the formula to calculate the sum total for Jan. If Feb period is selected in the parameter - GetDataCell((Divide((CVR(Row1) + CVR(Row2)), (2)))*12):Name(Total) this should be the formula. The bolded part should be dynamic upon selecting the months selected in the parameter. If it's June the bolded value should be 6, If it's July it will be 7, and it goes on. When we are switching the periods, we notice the totals are not matching and the values remain constant. We have a requirement to make the totals dynamic when selecting the periods in the parameter. How can we achieve this? Are we need to w

How can we  pass the selected row key using a bound parameter? I am trying to capture the selected row to a BR for further processing. I also have a supplied parameter to collect the bound parameter but it does not seem to work as a delimited list. The active selected items will be passed to the defined Bound Parameterfield as a comma delimited list. The Bound Parameter format will be as: item1, Item2, Item3. Please advise.Thank You,Indu 

Hi all, I wonder if I can use the following code in a Cube Cell Format.        "XFMemberProperty (DimType=Account, Member=|MFAccount|, Property=AccountType)"The idea is to flip value sign in case AccountType is 'Expense'. -----------------------------------------------------------------------------------------------------------------------------  If ('XFMemberProperty(DimType=Account, Member=[RowE1MemberName] , Property=AccountType)= 'Expense') Then               FlipSign = TrueEnd If-----------------------------------------------------------------------------------------------------------------------------  

Hi,I have created some new balance sheet accounts relating to Right Of Use Assets, I have copied the structural dimensions from my existing fixed assets, so that every member property field matches. I use a generic cubeview for recording opening balance adjustments, when I key into all my other balance sheet accounts, then the derived value flows through the remainder of the year. This happens regardless of which is the first month I key into. However, for my new ROU accounts, it does not do it. The values just show as 0 and I have to key in the actual value manually each month thereafter. Here is some sample data to show what is/is not happening. Also, it does not matter which month is the first month.So what have I missed in creating these ROU account codes in the member properties ? They use the same flow constraint as my other fixed assets, so it's not that.Where else do I need to look ?CheersMark

Hi,We are trying to automate the Workflow to import, Validate, and Load data to the cube using the Business rule. Please let us know how to proceed as I am new to Business rules. Thank you.

hi , Am getting mutiple values from the databuffer for the same intersection. Database has  Status1 ,Value1  then up to ...Status 12 ,Value 12...  I beleive that only the Staus 12 and Value 12 combination alone has to be used but am not sure how it can be pulled in the rule , others are the past values which are stored for that particular intersection..Based on this value further calculation of  % on UD 8 needs to be made. Rule:  Thanks

This may be a long shot but I was wondering if there was any kind of functionality to have a message appear if you leave a dashboard page/try to close out of it. The use case is that I have a dashboard that has a button that is hitting when a conference call happens and it updates security groups so certain users can't make updates during the call. I have another button the user SHOULD hit when the call is done and this will put the security back to what it was originally.  If the user of the dashboard forgets to hit that other button at the end of the call then the security never changes back. Was hoping to give a pop up message or something that forces the user to hit that end call button so the security goes back to what it was.

I'm getting the message "'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.'."   Anyone know what object & method should I be using instead?     strSomeString = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si,Nothing,"pm_SomeParameter")      

What I have found is that using the BRApi.Finance.Members.GetMemberInfo or Metadata.GetMember calls with True for includeProperties or even the first call to BRApi.Finance.UD.Text(...) all incur an average of just over 2 seconds and we are looping through 27,000+ projects so 15 hours to check and update the text fields. It seems that it gets cached either in OneStream or the SQL server so a second call done in the update function is no additional cost. The Dimension Library object obviously does this a much faster way, maybe by specifying the individual properties wanted in one of the optional objects versus all properties?   There has to be a faster way.  When using the Dimension Library and setting Grid View's Settings to NOT display parent child relationships, you gain access to the Text# fields.  You can update a lot of these at one time FAST.   I have even updated a function I used to add calling the GetMembersUsingFilter with the option to include All properti