Discuss the features and functionality of OneStream.
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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
OS Version 7.4.2I have a SQL Table Editor in a dashboard. Three columns: Date, Amount, Descr. The user can edit Amount and Descr. No Inserts, no deletes.The table loads with a bunch of dates. The user fills in amounts in records where needed. The descr and amount columns both accept nulls.With the "Save Data Server Task" set to "No Task", when an amount is added to one record (or several), and save is clicked, the following error occurs:With the "Save Data Server Task" set to "Execute Dashboard Extender Business Rule", I specify a Rule and get the same "Wrong Number of database rows" error.If I use the SQL Table Editor code supplied by OneStream in the Rule, the error in the log is:I'm trying another version of this which omits the use of the Using block. Same "Wrong Number of database rows" error and the log just shows "Unknown Error" Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByV
Hello experts,How can we copy just data from an application to another?We have an on-premise setup and would like to copy data from prod environment to lower environment application.I know we can do simply do entire DB copy for that application, but it'll replace everything (like app artefacts).Is there a way we can just copy underlying data of an application? I noticed some data tables (BinaryData20xx, DataRecord20xx), but not sure if simply copying them will work. Thanks,Gaurav
Does anyone do regression testing when upgrading to a new version of OneStream or upgrading to a new version of a MarketPlace solution? I'm looking for best practices, industry standards, etc. to more formalize this process for internal controls.
Hello,we're trying to paralellize datamanagement jobs over years with this call QueueDataMgmtSequenceBut it seems the task called by this function is not running.Should we have missed something ?myTask1 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR1)myTask2 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR2)myTask3 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR3)myTask4 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR4)myTask5 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR5)myTask6 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR6)
Hi everyone-I am trying to create a reporting solution that can display data from two close calendar periods in a single cube. Is it possible to include two time profiles in a single cube?
Hello,We have received a question from a client's audit team and was hoping someone could point to any documentation regarding this as I've searched but couldn't find anything. Does anyone, OneStream or otherwise, have access to the default 'Administrator' account that is in OneStream applications? It seems like it is used to run the automated tasks like taking system diagnostic snapshots. Just need to know if anyone can access the account or if it is really just for system tasks. Thanks.
How To Revert Completed Workflow and All Forms at a One-time for all workflow profiles.
Is it possible to report on workflow detail that was loaded into the import step of a workflow. Our company loads in several attributes in the import step that do not make it into the cube. Is it possible to create a report or a data adaptor that can display that higher level of detail.
Hello, I'm currently trying to build a CV for my team. In the column filter I have time as the first member filter and account as the second member filter, but when I put as my account name A#None:Name(" ") it still gives a the WF Time. Is there a way to make it show as blank? Sort of like the account? I have a parameter created where it makes the background and text to be the same color and I would think it would also make everything show as blank, but it doesn. This is the parameter for the blank row Thanks, Will
Dear Team, I'm trying to use 2023 time member, to see all YTD values till today, but it seems to be empty.It doesn't make sense as we reported Jan-Apr figures. I have made a consolidation on T#2023 member, but it doesn't change anything. Am I missing something? Thanks!
Hi All,similar to this post: https://community.onestream.com/topic/show?tid=7354&fid=7 I have created a chart with bars and a line on a secondary y-axis. I also used the method to form the secondary y-axis: Iif(StartsWith([Account]), 'Sales'), [Amount], 0)The problem now is that the bars are getting thinner by drawing in the 0 values and also the legend is overloaded by the 0 values. So I wanted to ask if there is a way to filter out these 0 values and not display them?Thanks for any help!
I wanted to know if we have two or more Import sequence in a workflow(one for manual load ,other for direct Connect) and and we dont complete one of the import sequence - can we still lock the WF as a whole and have the green check mark?
Hi all.We have a spreadsheet rule that needs to pull a value from another database table.The lookup runs successfully in an existing Dashboard Extender, and I was initially requesting the amount by calling the Extender from the spreadsheet rule, but that only ever returned the default value, even though the lookup does have a valid value.Because that failed to return a value, I tried making the call directly, as shown:sOperational_Capacity = BRApi.Database.LookupRowFieldValue(si, "ExternalDB", "XFC_STEP3_DEV2_OperationalCapacity", objDbwheres, "Operational_Capacity", 9876).XFConvertToDecimalLocalNB: The 9876 is just a default value that is different to zero, so that I recognise it, and we use the ConvertToDecimalLocal to deal with French culture users.Basically, when I run the call from the spreadsheet rule (either directly or by calling the Extender rule), I receive the default value every time.This same code runs perfectly from the Extender BR, returning the correct value.I have also
Well, I actually have a question about this, but the subject starting with "Fict or Fiction" sounded cool to me. I'm pretty sure I read somewhere that in a future of OS, a limited web access will be restored, especially for those remote users inputting a small set of data in remote places in big organizations (e.g. accounting companies doing the book keeping for small remote subsidiaries of big organizations that are not really interested in installing and dealing with OS application for such a small task). But now I can't see anything about it. And I have the feeling I dreamed about it. Is this thing planned? By the way, I have some clients still running old versions where web access is possible. For me and few other people working there, navigation via web browser is incredibly much faster than with the OS windows application. Basically each click opens a page (e.g. dimensions or any standard page) nearly immediately, while at all other clients with OS applicaton, this takes from 1 s
Hello Everyone,I am setting up Azure SSO & getting below error when trying to login. Could someone point me to the configuration section that may be incorrect in this case? IDX10214: Audience validation failed. Audiences: '<GUID>'. Did not match: validationParameters.ValidAudience: 'null' or validationParameters.ValidAudiences: 'api://<GUID>, <GUID>'. Thanks,Hiren
Audit would like reports on activity regarding Business rule changes made by the administrator. The Task Activity reports give all activity in the system but since we have not made any changes to business rules yet, we don't know what to look for in the filtered details of the "Task Type". Is there somewhere we can get a list of all the possible activities that could be listed so that we can pick and choose the activity types the audit would like to focus on? And, if not intuitive, what is the type for changes to Business Rules?
Hello community,When creating a dashboard that requires user interaction, usually it is necessary to receive confirmation from the user to proceed or we just want to inform the user that something has happened in the background.In order to do so, one of the most efficient ways to do it is by displaying a dialog box from the code with the information that we want to share with the user and, if necessary, some buttons to catch the user response. However, I still haven't found this way to do it while programming a Business Rule in OneStream. Since it uses VB seems that using the "MsgBox(<message>)" function should work, but the following error occurs:Summary: Showing a modal dialog box or form when the application is not running in UserInteractive mode is not a valid operation. Specify the ServiceNotification or DefaultDesktopOnly style to display a notification from a service application.When using MessageBox.Show() with the "ServiceNotification" option, then it doesn't
You can have three or more cubes linked in OneStream Question Credit: Peter Fugere 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
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