OneStream Platform Forums

Hi,I need to provide a demo for a customer who is exploring using Narrative Reporting.I am using the Termplate to create the Root/Section/Document structure.Can anyone provide me with the Extensible docs that are associated with the template and imported into NR?Displayed in green below:It would save me a lot of time and effort.Many thanksGuy

Hi,I'm trying to find Narrative Reports in the Solution Exchange.Can anyone let me know where it is so I can download.ThanksGuy

Is there a way to create a FXRateType from a Business rule?FXRate types (average rate, closing rate...) are used to set FX rates in addition to Time, source and destination currencies.In addition to default FXRate types, new ones can be added:Is it possible to create such FXRate types by business rule?Indeed, by business rule (with BRAPI.Finance.MemberAdmin.SaveMemberInfo), we can create a scenario, set parameters, set an existing FXRateType for P&L and for BS, but I've not found how to create a new FXRateType that could be used for this scenario.

Hi everyone,In my CubeView I have a cell defined with the Date data type and I would like to force its display using the number format dd/MM/yyyy,However the format never changes and is always displayed as MM/dd/yyyy, probably due to the US culture settings.Do you know if it is possible to override this behavior? I assume it should be since multiple date formats are available.Thanks, Nicolas 

I'm hoping someone can verify behavior I'm seeing when trying to copy files between folders in File Explorer.  I'm able to move files between Application Database and Application Database folders, File Share to Application Database, but not Application Database to File Share (DataManagement / Subfolder). Is that expected behavior?  At first I thought I had an issue with the Business Rule but now I'm starting to suspect that you cannot pass a file from Application Database to File Share? Thanks, Brandon

Hi Everyone, Need your support  I am currently preparing a dashboard to manage user security details in OneStream. As part of this, I need to retrieve and modify Workflow Profile access groups. Specifically, I want to get the Access Group names corresponding to each Workflow Profile (e.g., for Workflow Profile US, the View group is US_View and the Modify group is US_MOD) based on scenario type. Currently, I am able to retrieve the AccessGroupID, but I am unable to get the group names. Could you please provide guidance or confirm the table/approach I should use to map Workflow Profiles to their Access Group names? Your assistance will help in correctly setting up the dashboard and managing user security efficiently. Data Adapter to pick group Data adapter to pick Workflowprofile and assigned entities. Thank you in advance for your support.

I have a cube view with a parameter on Entity |!Entity_select!| that I would like to put in a tabbed dashboard that has one tab for specific Entity member. I am using dashboard type "Embedded dynamic repeater" where the component is data explorer report.Data explorer report has data adapter component to the Cube View. I thought the way to do this would be to use the template parameter values in the collections. But it shows error as attached below.It seems that the template parameter value was not passed to Entity_select parameter. Is data explorer report component compatible for dashboard embedded dynamic repeater?Is there any sample of Embedded dynamic repeater dashboard using data explorer report component?TIA,Nuryana

In v9 we are misssing Ic matching accounts where as i can them in 7.3 is it know issue in v9?Intercompany matching settings has been enabled and parameters are set.      

Hi Team, We have an issue in publishing the document in the Narrative Reporting. while Publishing the document, it is saving under respective user folder. how to publish a document in share folder or any group folder. Can you please help us resolve the issue. Thank you, Shiva Prasad

I have tried multiple ways:Literal Perameters, Column Formatting, Data formattingto try to format GridView cells.I have some decimal data coming over.  it is formatted as $#,###,0;($#,###,0);$0I cannot get it to Horizontal Align Center, Negative Text = Red. This is really agitaitng.  Trying to align my data, show Negative Values as Red.  Thank you in advanced

Hi all!  I know there's a Business Rule - Updated audit report but it doesn't actually show the changes in the BR, just reports on whether a rule changed in a date range. Is there anything out-of-the-box that I'm missing? I know the database table shows the rule code every time it changes but it's annoying to copy/paste and find the differences, especially the way the database table shows/resizes with giant rows to accommodate the whole script.  Any guidance will be helpful!  Thanks!

Hello everyone,Trying to create dynamic dimension in v9.0 application, I'm not able to an option to do the same in the create dimension source type dropdown. Only seeing the following     Same issue with creating Dynamic Dimension in a Service Factory (see ss below)Also not able to see any Data Binding Type setting on the cube in order to turn the into dynamic cube      Does anyone have any idea if I may be missing anything here, or does the dynamic cube/dimensions is something I have to ask OS to enable in my application?Appreciate your time, thank you! 

I need assistance in selecting the immediate parent of a base member. Currently, I am using a Business Rule (BR) to identify the Top 10 Business, but I am unable to retrieve the correct members. My requirement is not to select the base members themselves, but rather the member directly above each base member in the hierarchy. Scenario:  I am using the following formula to select U6#Top_Business.Base.options. However, instead of retrieving the base members, I need to capture their immediate parent. Is there a member filter formula available that can achieve this? U6#Root.CustomMemberList(BRName = -----, MemberListName = Ranked, RankType = Top, RankCount = 10, LoopMemberFilter = [U6#Top_Business.Base.options(Cube=Main_Cube, ScenarioType=Actual, MergeMembersFromReferencedCubes=False)], DataCellToRankMemberFilter = Cb#Main_Cube:E#Top:C#USD:S#Actual:T#2025M11:V#YTD:A#Example:F#Example_activity:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U7#Top:U8#Top)

Good morning, So, I am creating a Report Component with, at least, 75 different data cells from Data Adapters.  When it comes to a Formatting Rule, I am looking for a single rule where the condition is dynamic based upon the value of the cell it is applied to. This is just a small portion of the cells.  I would like to format all of them as ($##,###) in Red if it is negative.  I have tried using [Value] < 0 in the condition but everything is turning red.  I have created calcualted cells to turn any text into Decimal.  I don't want to have to create a rule for every cell. Also, when it comes to the Format String, what is the syntax to make negative number show in parenthisis?  

Hi experts,Is there any audit report, to see Who did the Load ?When did it happen?What XML file is used to Load?I could not find it in the Navigation center?//Suresh

I have used SaveCustomDataTable in OS v9.01 where you need to clear the data before loading the table and it works fine.Recently i was building similar logic in OS v8.2 and noticed that it was truncating my table , is this expected or is there something i am missingit is the standard call:BRApi.Database.SaveCustomDataTable(si, "Application",Table,dt,True) 

  Hi, we are looking for guidance and experience on automating the process of exporting  fx rate data from OneStream to Google Cloud Platform (GCP).What is the best approach to automate this data flow from OneStream to GCP?Are there recommended methods (API, connectors, data pipelines) for this integration?Any best practices or examples for handling FX data in this setup? Thank you!

Hi All,I am writing an Connector BR to connect to a system via their API.  I first build the rule as a Extender rule so that I can test the logic.  So far it works great.  It uses Asynchronous processing on all of the web calls.  When I try to move that code into a Connector BR, I am having an issue on the GetFieldList part of it.  When I try to use it in a data source, I get the following error:Unable to cast object of type 'System.Threading.Tasks.Task`1[System.Object]' to type 'System.Collections.Generic.List`1[System.String]'.I am guessing this is because the Main module in the BR is  public async Task<obect> Main so whatever is returned is going to be a Task<object>.Has anyone done Asynchronous processing in the connector rule and had the GetFieldList part working. My only thought to get around this is the write the data to a table/file with the Extender BR then the Connector reads that.  Any thoughts are greatly appreciated.

HiI'm look for a solution to perform time dependent mappings. For example: SourceTargetPrior to Dec 25xyDec 25 onwardsxzHas anyone come across the need for the before? And if so, what solution did you implement for this? Did you notice any issues with performance etc?Thanks,Mark

I was running into issues clearing durable data prior to Clearing it so I calculated the data prior to the Clear statement so the data was "calculated", then ran the ClearCalculatedData stmt.  It works fine for me, but I have admin access and it works fine for a select few users.  But for the majority of users they receive the error "Error processing script: 'A#All = 0 * A#All".  I can not easily test in Prod as my hands are tied as far as making security changes.  In prod I have other users with the same set of security groups (just pointing to other entity WFs) and they do not receive the error.  In our Dev environment I can set up a native user with the exact same security groups as a prod user that fails and I do not receive an error.  As for it being an issue with data, I have an entity where 1 user can run it and another can not.  And they have the same set of security groups. Does anyone have any thoughts on what is going on?I also th

Dear community, I couldn't find any documentation about Storage Type and Existence Type. Any help or hint toward documentations would be greatly appreciated, especially on the one highlighted in red below. What I mean about storage type and existence type is the status associated to a specific cell: Storage Type: No data IsRealData IsDerivedData   Storage type: StoredButNoActivity Input Journals Calculation Translation Consolidation DataCellDetail DurableCalculation Regards,

Hello Fellow OneStream team - I have multiple csv file in a file share folder, using BRApi.Utilities.LoadCustomTableUsingDelimitedFile to do the job, but it's loading only single csv file into the custom table. Below is extender BR , not sure what am I missing in the For loop, guidance is appreciated.    Namespace OneStream.BusinessRule.Extender.Load_Table_Data Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try Select Case args.FunctionType   Case Is = ExtenderFunctionType.Unknown 'Select Load options Dim loadMethod As String = "Replace"                   '<-- Select file load method (Replace, Merge) Dim dbLocation As String = "App"                       '<-- Specify db type Dim tableName As String = "XFC_OStoSF_BudgetData"       

After upgrading to 9.1 recently we can't use our Application Reports because of this.Error compiling Business Rule 'RPTA_SolutionHelper'. 1) Error at line 13635:  Type expected.  This line is causing the error.Dim dataWcfService As New Data() Even if I were to fix that line the next line would be wrong because there aren't any overloads that accept a GUID for the GetFXRateType function.  Private Function GetMemberPropertyGuidValueAsText(ByVal si As SessionInfo, ByVal objPropEnumTypeItem As PropEnumTypeItem, ByVal storedGuidValue As Guid) As String Try If (Not objPropEnumTypeItem Is Nothing) Then Dim editorType As XFDataColumnEditorType = objPropEnumTypeItem.EditorType If (editorType = XFDataColumnEditorType.WorkflowChannel) Then If (storedGuidValue <> Guid.Empty) Then Dim wfWcfService As New Workflow() Dim wf

We are having an issue with users and page breaks in the excel add-in.    Example 1:  A user creates a cube view connection and pulls said cube view into an excel worksheet.   The result, however, does not render all the rows.  There is a page break and they are forced to page through to see the rest of the rows.   If I replicate these actions, I do not get the same page break, my results render all the rows on a single page.  No page breaks.  We went through preferences and other excel settings together to make sure our settings matched.  What is causing this to happen?  What other things can we try to resolve?   The user must have all the rows displayed at once (no page breaks).  Example 2:  A user creates a quickview only to have the results get cut off with a page break.  If I replicate the quickview, the return does not cut off the rows.  I get everything on the sheet.  Any hints, tips,

statement 1: gives zero which is correct =VALUE(XFGetCell(TRUE, "CONSO", B19, "", "Local", "ACTUAL", "2025M2", "YTD", D19, "F99", "BeforeAdj", "Top", "U1TOP", "U2TOP", "U3TOP", "U4NONE", "U5TOP", "U6NONE", "U7NONE", "U8NONE")) statement 2 : gives value which is correct =VALUE(XFGetCell(TRUE, "CONSO", B19, "", "Local", "ACTUAL", "2025M2", "YTD", D19, "FNONE", "BeforeAdj", "Top", "U1TOP", "U2TOP", "U3TOP", "U4NONE", "U5TOP", "U6NONE", "U7NONE", "U8NONE")) statement 3: gives incorrect value =VALUE(XFGetCell(TRUE, "CONSO", B19, "", "Local", "ACTUAL", "2025M2", "YTD", D19, "F99", "BeforeAdj", "Top", "U1TOP", "U2TOP", "U3TOP", "U4NONE", "U5TOP", "U6NONE", "U7NONE", "U8NONE"))+VALUE(XFGetCell(TRUE, "CONSO", B19, "", "Local", "ACTUAL", "2025M2", "YTD", D19, "FNONE", "BeforeAdj", "Top", "U1TOP", "U2TOP", "U3TOP", "U4NONE", "U5TOP", "U6NONE", "U7NONE", "U8NONE"))This works correctly in 8.4, but not after upgrading to 9.1