OneStream Platform Forums

Hi, Is there any way to get DataManagement step failure email notifications? I have one sequence which use some DM steps to perform Clear and Consolidations. I do not want use a business rule to call in a Custom calculation.Thanks for your help in advance. 

Hi,I want to have a consolidated report from Oct to Sep of any year. In order to achieve this, one time profile is created and attached to a cube and the same cube is used in cube view. What should I write in T# for cube view column ? Thanks in advance.    

Hello, I have a sub folder that is being populated each month with a variety of files, it is different from month to month.  The naming convention of the subfolder is consistent.  It is always the fiscal period.  However when I try to zip the files in the folder I am unable to define a path.  The folder is "Application Database/Documents/Public/" then the fiscal period.  However my code is never able to find it.  I think it is because we are on the cloud.  Any insight on how to define the process for zipping all the files in that folder into one document so it can be sent out through parcel service would be appreciated.Thanks,Tom

Is it possible to add already existing parameters to a report that is being created through the report designer tool in dashboards?On that note, is there any type of user guide for this report designer tool?

I have a process that builds a data buffer using Data Buffer Cell Loop logic. I need to check the cell status on each record and perform certain actions based on the status. Specifically, I want to make sure all 12 Account-Type dimensions are referencing a base member and correct them if they aren't.However, I'm not getting the correct Cell Status when the cell is in a data buffer. For example this code creates two data cells and logs their status. (In this case, I'm looking at DataCells, but the behavior is identical on DataBufferCell objects). Metadata is from GolfStream.: Dim baseMemberFilter As String = "A#50200:O#Import:U2#None:U8#Test" Dim cellPk As DataCellPk = api.Data.ParseDataCellScript(baseMemberFilter) Dim cell As DataCell = api.Data.CreateDataCellObject(cellPk, True, 100, False, False) api.LogMessage("Base UD2 GetMemberScript: " & cell.DataCellPk.GetMemberScript(api)) api.LogMessage("Base UD2 CellStatus.UD2HasChildren: " & cell.CellStatus.UD2HasChildren) Dim

Hi all,the SetDataCell command I am trying to use is behaving in a strange way and I would like to check if that is a bug, if it is by design, or if I may be doing something wrong.I am trying to use the SetDataCell command to clear data on the Origin=Forms. The command looks like this (it is part of a custom calc rule):'Clear data on the Form memberapi.Data.SetDataCell("Cb#Main:E#" & MainPovEntity & ":S#" & MainPovScenario & ":A#AC410000:U1#None:U2#None:U3#" & UD3Name & ":U4#None:U5#Local_GAAP:U6#None:U7#None:U8#None:O#Forms", 0, True)Now, if the UD3 member which I am trying to clear has data on the Origin=Import member, the Forms member is correctly set to zero by the rule. However, if the UD3 member has no data on the Origin=Import member (on that specific Pov intersection defined by the rule above), the Forms member retains its value. Anyone else experienced this behavior? Thank you

Hello All,I found two very instructive discussion on the forum:Extender: Export Metadata via Extender - OneStream Community (onestreamsoftware.com)Solved: Automatic back up of security - OneStream Community (onestreamsoftware.com)But still, if I export all dimensions in one file, the file is very heavy and hard to use. Can anyone tell me how can I make it with business rule?KeithBerry kudos for great solution you provided in another topicKind regardsJarek

Hello OneStream Community, I hope this message finds you well. I am reaching out to tap into the collective expertise of the community regarding metadata extraction from OneStream. Your insights and experiences on this topic would be invaluable. Process and Tools: What process and tools have you found effective for extracting metadata from OneStream? Are there any specific approaches, techniques, or best practices that have yielded successful results in your organization?Alation Software Integration: Has anyone in the community utilized Alation Software for metadata extraction from OneStream? If so, we would greatly appreciate hearing about your experience with integrating Alation and extracting metadata from OneStream. How well did Alation cater to your organization's requirements and enhance your metadata extraction capabilities?Connectors, APIs, and Custom Solutions: Can you provide specific details on any available connectors, APIs, or custom solutions that enable metadat

 Hello Experts,I have simple SQL editor component in a DB. as Admins we can use the toolbar to Insert/Delete/Save in the SQL table behind the scene. for end users it is disabled is there any other setting that needs to turned on? Appreciate the help.  

Hi All,I am using  FdxExecuteDataUnitTimePivot to export data from onestream cube, everything working as expected except one issue. i.e., I am using consolidation member C#Aggregated beacuse i want to export data for C#aggregated, but FdxExecuteDataUnitTimePivot is exporting data from C#CAD. All our users input data at C#CAD, also default currency on entity is CAD. Just want to know is this the known issue, or FDX designed to export only base currency? Is there any way to pull only C#aggregated with FdxExecuteDataUnitTimePivot.  

Originally posted by Katarina Sterley We have 4 extensions to our main cube and now we have a problem with the standard intercompany matching reports. The end users do not see the transactions on the lowest level from another cube. They only see the IC transactions within their own cube. If they look at the main account they see the transactions but that is not displayed in the standard intercompany matching report within the workflow. Like this from quickview: From Workflow report: Any suggestion on how we should solve this? Kind regards Katarina

Hi Team, can we run or test the business rules or code snippets outside OneStream environment? Do we have any SDK's to setup and test locally?ThanksManju

Hi,  As an admin user I can add and delete rows from a SQL table editor. However a non-admin user does not have access to do so. They can view the data but the add/delete row button on the toolbar are greyed out. Can someone tell me how to give them access to add/delete rows? Thank you Mark

Hello experts,What is the impact of changing assigned entities from one workflow profile to another workflow profile (both being (base input type).Will there be any impact on prior data loads? Are there any other areas we should be careful with this change?Example:Entity A,B and C are assigned to a single workflow profile - WF1 and loaded via WF1.Import. Now, we'd like to divide them further for future loads by creating new smaller workflow profiles such that: WF1 will be stripped of all assigned entities & WF1.Import can be changed to a Central Import type for Entity A, B and C.Entity A is assigned to & loaded by WF2 (new WF created)Entity B is assigned to & loaded by WF3 (new WF created)Entity C is assigned to & loaded by WF4 (new WF created) Thanks,  

Are there any resources for building an external library?  I'm looking to build a dll and getting an ambiguous namespace issue for DbConnInfo.  It appears to be an issue between the OneStream.ClientWindowsBRApi.dll and OneStream.SharedDatabaseTables.dll.  

Hi,Are there any suggestions regarding best practices to store encryption key passphrases and SFTP passwords in OneStream, for usage by integrations ? How should those be stored ? We are using cloud version of OneStream.BR,Avijit

I have a complex expression on the amount field in a data source used to convert any non-local currencies to the local currency (see below). That complex expression currently runs on tabular data with the time period (CurTime) I reference to pull the FX rate in one field. I am now wanting to have this same complex expression used on a Matrix data source with time across 24 fields. Any thoughts on how this could be done? Is there a Column Number api I could use to define CurTime?   'This is to look to see if the entity is a non local USD entity and convert the USD data to Local Dim fields As List(Of String) = StringHelper.Splitstring(args.Line,",") Dim curEntity As String = fields(2) Dim UKEntityDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "iFinDept") Dim UKEntityDimTypeID As Integer = UKEntityDim.DimPk.DimTypeId Dim CurEntityID As Integer = BRApi.Finance.Members.GetMemberId(si,UKEntityDimTypeID , curEntity) Dim CurEntityLocCur As String = BRApi.Finance.

Hello,I'm trying to create a confirmation rule that looks if these two accounts have a difference of 10k USD or more and if so it looks to see if it has a comment (annotation) made by our user and if it doesn't it will fail. So far I got the first part to see if the value is over 10k, but checking it to see if there's a comment also is confusing me. args.ConfirmationRuleArgs.DisplayValue = math.Round(api.Data.GetDataCell("A#Bad_Debt_Comp:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 2) If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) > 10000 Then args.ConfirmationRuleArgs.Info1 = "Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) args.ConfirmationRuleArgs.Info2 = "CCM Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#CCMBadDebt:U1#Top1:U2

If I have data coming from a connector in OneStream, and then I submit a sheet having XfSetCell formulas, what values will remain in OneStream after consolidation (having the same dimensions intersection)? The data coming from the connector, or the data submitted via XfSetCell? Thanks!

Hi, I'd like to use the ClearStageData function within a business rule. I am already successfully using other similar functions like ExecuteParseAndTransform or LoadCube. This is the sample given within OneStream: Dim objLoadTransformProcessInfo As LoadTransformProcessInfo = BRApi.Import.Process.ClearStageData(si, wfClusterPk, sourceId)   The issue I have with the ClearStageData function is that I don't understand what I should pass as sourceId. Can any of you clarify it or point me to any relevant documentation? Thank you

We have several workflows that involve many steps.  The requirement is to have a button in a dashboard that runs the entire sequence or sequences.  This is coded and works.The problem is when running workflows using a BR, the UI status doesn't update unless the refresh button is clicked.  This action is not practical when operating in a dashboard because it closes the dashboard.How can I update the UI workflow status indications from the business rule?I need to go from this:To this:Without clicking this: Or leaving the dashboard.

Hi Team,For one of the Integrations, have a query on how to extract the incremental data loaded in a particular month in OneStream, so for example if you are loading data for May twice, and if we had 1000 last time and 2000 this time, client wants the change amount report Thanks,Dhawal

Hello,I am trying to limit the access of certain entities so they they can only see there own entites, i have it set up on the entities, cube, and the workflow profile so they have their own groups for each of their own set of data. The only issue is when they load their text files it is fine but when they run the transformation rules every line shows up as an invalid intersection and the error message is "No Security Access" for each line. I saw an article that recommended going to data access on the cube but i tested them empty and i tested them with what i thought the escalation rules should look like with no luck. So i wanted to see if anyone had any other ideas on possible solutions or where i might be wrong.Thank you

Hi there, After having loaded data through the Corporate Finance Data Review workflow step to the 2023Bud1 Scenario for the full year 2023, I was hoping to use the OS provided Application Reports dashboard to get an overview of, e.g., All Stage Source and Target Data (from the Data Validation dashboard report group), or Import Detail (Imported Data)(from the Import Detail dashboard report group), but the reports return no results. At a point in the process I was able to run the Data Validation - Intersection Errors report successfully, but none of the reports seem to pull any data now. My Workflow POV is set on that which was used when I imported the data and I don't believe the Cube POV has an impact. If anyone has come across this and have guidance to get these reports pointed at the right underlying data in OS it would be much appreciated. We're on OS 7.0.1 and I'm running Windows 11 Pro.Many thanks,Adriaan 

I'm creating a quickview to list all of our customers (UD2) over 24 months - is there a way to set a rule to exclude that customer if there's no value or if it's all 0? Thanks, Trish