OneStream Platform Forums

I am looking for a Business rule function to write "data unit statistics" filtering on Year,month &Scenario. (OR) Cube view which can display DUS on the report.   PS- I know we can right click on calcstatus to get the DUS but require something which can create a report/write to a table for DUS>      

Hi  We are looking at inputting certain Balance sheet entries at Parent entities. Is there a way to get OneStream's intercompany matching tool to work Parent to parent (rather than either base to base or base to parent)  Ideally I don't want to substitute a 'proxy' base member when entering at the parent level  Thanks in advance 

I was looking for a  way to bind a .net list object to a gridview instead of using DataAdapters. Any examples in this direction are appreciated.

How does one write a calculation where the result needs to land at an intersection that includes C#Elimination. Ideally, I'd want to have a function such as:     Public Sub Book(ByVal si As SessionInfo, ByVal api As FinanceRulesApi, ByVal sourceCell As dataBufferCell, ByVal target As String, ByVal factor As Decimal)     And then call it as     Book(si,api,sourceCell,"U4#SOMECALC:C#Elimination",-0.3563523553)    

TeamAm new to the Onestream. Can someone please guide me how to extract and load metadata in Onestream using flat files/Excel files.RegardsVarun

I want to run a simple calculation setting one account equal to another.  Account A = Account B.  Account A, the account receiving the data in the calculation, is set to at the member level to YTD for No Data Zero View for NonAdjustments.  The account with the data is set to Periodic. The problem is when Account B has data for some months and then has a calculated 0 in later months.  The Account A with the YTD setting just replicates the last period's data in the months with 0 in Account B which causes the two accounts not to be equal.   I am using the following calculation. api.Data.Calculate("A#AccountA = A#AccountB" , True) How is this normally managed?

Hi    Is there a way to aplply user regional settings number format using Onestream client cube views, report... ? Or to apply the format user by user, or form by form? Thanks in adavnce for the help Marcello   ps I have noticed that the Excel addin shows the number with the specific user regional settings. So the question is related to the Onestream client only  

I want to creat a report as below. The issue is with the Comments under column2 , I want to insert something lika a text box where i can write in a paragraph for summary. Thanks in advance !  

Hello  I made a mistake creating the  IC matching rules for several workflows related to the entities. Do you have any suggestion on how to bulk update the IC matching rules? Thanks in advance Marcello

Hi all We have a process where we update dimensions and their children on a regular basis. This means we need to delete the relationships between parents and children and then reload the new updated dimensions...etc.  This takes a very long time, because we have a lot of dimensions.  Has anyone out here used a script to make this process faster, we we to not have to reload everthing, but only update the changes made to the different hierarchies? Thank you for any suggestions Nouria

hi, I was trying to use a cell format parameter I had stored in an Account Text field in a cube view using an XFBR rule.  Can this work?  My attempt below. thanks, Greg Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As ObjectTry If (args.FunctionName.XFEqualsIgnoreCase("CheckDataForVisibleColumn")) ThenReturn Me.CheckDataForVisibleColumn(si, globals, api, args)ElseIf (args.FunctionName.XFEqualsIgnoreCase("GetAccountFormatFromText")) ThenReturn Me.GetAccountFormatFromText(si, globals, api, args)End If Return NothingCatch ex As ExceptionThrow ErrorHandler.LogWrite(si, New XFException(si, ex))End TryEnd Function#Region "Standard Helper Functions" Public Function GetAccountFormatFromText (ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As StringTryDim AccountID As String = args.SubstVarSourceInfo.PovMembers.Account.MemberI

Hello! I need to use the same entity hierarchy in my second cube.  In my second cube "marketing" I need to use the same entity hierarchy that I'm using on the first cube "Business".  I need it because both cubes will be load entity information for the same company (same code) ,in additional the "Corpo" cube, If I want to have the total "spain" using this configuration I do not have it. Let me show an example:   Thanks!!

I am trying to populate 30 months with depreciation. So if an asset value is 300,000 $, and it is to be depreciated to zero in 30 months,  that would mean that I have to fill each month with 10,000$. Seems like standard, simple BR that has already been written. Does anyone know where I can find sample BR code for straight line depreciation?  

Hello,I need to create an automation that uploads flat files with data, that are on a sharefolder, to OneStream.When uploaded into OneStream, those files should be removed from that sharefolder.Does anyone have any suggestion?Thank you!Ricardo

Do the OneStream Excel VBA functions return a value that can be used to determine success or failure?  For example, I am loading data to a cube using a sheet with a number of XFSetCell() formulas and then using the VBA function RefreshXFFunctionsForActiveWorksheet() in a module to load this data: Call ExecuteXFFunction("RefreshActiveSheetXF") ........ Public Sub ExecuteXFFunction(XFFunction As String) ' This executes whatever XF functions are defined on the active worksheet. The active worksheet needs to be set before calling this function Set xfAddIn = Application.COMAddIns("OneStreamExcelAddIn") If Not xfAddIn Is Nothing And Not xfAddIn.Object Is Nothing Then    Select Case XFFunction       Case "RefreshActiveSheetXF"                  Call xfAddIn.Object.RefreshXFFunctionsForActiveWorksheet      Case "RefreshActiveSheetQV"                Cal

Hello - we are running the intercompany matching report in the Application Reports dashboard and I see there is a setting which states "Suppress Matches" is set to false as a default. Please can anyone advise how to change this to true so we just see the mismatches?   Thank you!

Hello team,I am wondering if I can call an UD détail with args.confirmationruleargs.info  ? I need to display and show only the data that fail based on UD.base , is it possible to do that on the info box in the confirm rules or should i do it through BRs and then call it in the conf rule? And do you have an idea what can be the syntax to show the base members of a specific UD that fail ?Thanks in advance , appreciate your help

Hi,Can anyone help in writing a confirmation rule where if Account starts with 4 and U3#00 has a value then the rule fails and the Account name is displayed.I am getting an error in running through the loop for all the account starting with 4, the rule probably stops at first match itself. If anyone could give the rule from scratch would be great!Thanks!

Happy Holidays/ Black Friday,Is there a way to lock downstream steps in a workflow, unless the first step in workflow is completed?As we all know, a workflow shows all the steps. For example, our first step is to load data. Our 2nd step will allow users to make manual entries. We don't want users to jump to 2nd step without passing / getting a green light on first step.It seems like a common request.Thanks in advance.

Hi !I have a SQL table available where I wanted to show a radar graph based on its data.It turns out that BI Viewer is not providing radar or spider graphs, so I wanted to know how to have such graph based on a data table and not a cube view. BAsed on what I've seen, the Advanced Charts allows to work with cube views or business rules only. Does someone have a business rule in order to extract data from my SQL data table and have it as a source of the graph ? Regards,

Hi all, We have a question about invalid intersections in reports and whether it is just a presentation issue or if we need to be worried about calculations or transformation rules as well. We have Cost Centers in our UD1 dimension and we have some Accounts that require specific UD1s. For instance, Account 62000 Gross Sales has a constraint of UD1 65000_F Sales. The event handler ensures this combination is maintained when loading data using transformation rules. For reporting purposes, we have now created an alternate UD1 structure that does not include all UD1s for some very specific reasons. Now, when running reports such as the P&L, the row for Gross Sales shows pink when the alternate UD1 structure is used because that alternate structure does not include UD1 65000_F. The displayed data is still the correct Account 62000 and UD1 65000_F combination, but the cells are pink since that UD1 of 65000_F isn't in the alternate UD1 structure. This alternate UD1 structure is only used

Hi all, While our Forecast or Plan scenarios are open to user input, we have hourly consolidations that are scheduled.  Sometimes our consolidations complete in 5-10 minutes, and users are able to validate their data by 10 minutes past the hour.  Sometimes the consolidations run long if they overlap with Process Cubes.  Does anyone use a dashboard to show end-users success/failure of consolidations or other types of status messages?  They did express resistance to being added to email notifications that our administrators get each hour.     I appreciate any tips/tricks/best practices you might be using. David Geci (Red Hat)

Hi, I have an Extensibiity rule which uses the "Imports WinSCP" command as is used to connect to an SFTP server. The rule works fine.   I have just made a copy of the rule within the same application because I wanted to try and make some changes, with the only difference between the two being the name of the rule, but it seems the "Imports WinSCP" command is not recognized in the new extensibility rule, despite being recognized in the old one.   Any idea of what I could might be doing wrong?   Thank you  

Our company currently has an internally development Microsoft SharePoint site that we utilize for our subsidiary entities to submit documentation to Corporate to consolidate the annual financial statements. It's specifically used for our year end submissions such as audit support, audit reconciliations, audit reports, etc. that is all reviewed for the annual audit. Tax also uses it for quarterly submissions that entities are required to submit to Corporate. The reason we use it, is because we have specific security levels assigned to each entity to ensure folks aren't able to view other entity results and submissions. In addition, we get email notifications of when something gets sent to us. Microsoft made changes to their security paraments and managing the site is becoming more and more challenging. It would be nice for OS to develop an application for users to upload document submissions using the security settings set up in the consolidation tool and would help with the postal serv

We have many small controllerships that have to back each other up so they have access to submit and approve/post a journal but we need to be able to prevent them form posting their own journal.  This is an audit requirement