OneStream Platform Forums

My source file has a column that contains both, account name and account description. The account names are either 4, 6, or 7 characters and there is a dash (-) in between the name and description (see example below). I'm trying to extract the account name but I have not had any luck with the In String function. Any suggestions?   Account Name and description: 123456 - Cash 2345 - Accounts Payable 3456789 - API Function in Excel: =LEFT(A1,FIND("-",A1)-2))

Hello, Please share a reference for adding a relationship between dimension members via Extender rule. I am trying to add new members via Extender rule, the member gets added as an Orphan.  I have tried using SaveRelationshipInfo by passing Parent Member ID, Sibling ID and the new member ID, The IDs being passed are correct, but still the new member gets added as an Orphan.  Current code which I am trying for adding relationship:     Public Sub AddRelationForNewCurrentRate(ByVal si As SessionInfo, ByVal api As Object, ByVal objPriorMemberInfo As MemberInfo) Try Dim objUtil As New OneStream.BusinessRule.Extender.EQUIP_Utility_Helper.MainClass(si) Dim sParentMemberID As String = String.Empty Dim sNewMemberID As String = String.Empty 'Get Parent Dim objParentMemberInfo As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "RevSummaryAccounts", "A#[" & Sibling & "].Parents", True) If Not IsNothing(objParentMemberInfo) And

Hello,  I am trying to "translate" the system elements IDs of Origin and Consolidation dimension. I found that they are stored in the SQL database with the following IDs.   SELECT distinct [ConsId]FROM [ONESTREAM_FSK_TEST].[dbo].[vDataRecordAll]retuns this list176-136239-125737 SELECT distinct [OriginId]FROM [ONESTREAM_FSK_TEST].[dbo].[vDataRecordAll]retuns this list -999-33-30-32-12 Can you help me reconciling the IDs with the dimension elements? Thanks in advance Marcello

Conditional Formatting determines if you want to display gridlines within Excel. Question Credit: Becca Speese Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hey everyone. We are implementing a use case for a client that requires import of transactional data found within a csv file. The data is comma delimited, and enclosed in quotes. For example, if the data source contained only three fields, this is what it would look like:"Field 1 value","Field 2 value","Field 3 value"The problem that I'm having is that sometimes, Field 2 also contains a quote in it. For example, the client sells parts, and Field 2 contains a description of the part. The description happens to contain a quote (for example, 2" pipe). The data extract routine the client uses automatically includes a second quote to cancel out the first. So the value of Field 2 in this example would be: 2"" pipe. The file, if opened in notepad, would look like this:"Field 1 value","2"" pipe","Field 3 value"I've not figured out a way for OneStream to correctly handle this. The only solution that seems to work is pre-processing the file to strip out instances of two double quotes that aren't

I am building a BR and kicked it off from the BR editor panel. It is stuck in an infinite loop. Is there any way to abort it?

Hi, We have a cube view with 4 levels of Row expansions UD1, UD2, UD3 and UD4 (Currency). We need to add 2 more levels for UD5 and UD6. Is there any way we can have 6 levels of Row expansions in Cube View? Thanks & Regards, Madesh K

Hello-We created a connection to an external database and I can see it just fine in our Dev application. under Data Source > External Database Connection in Dashboard Data Adapters. The issue we are having is, we are not able to write and execute a query against this External Database. Instead, we are only able to execute a stored procedure but the SQL Query field will not allow us to do something like:execute dbo.usp_GLReportHas anyone run into a similar issue? Any ideas are greatly appreciated.

Hello All,   I am working on a dynamic calc in the account dimension to calculate percent margin. If the percent margin shows above 100% or below -100%, I want the cube view cell to display 'NMF'. At the moment I believe I have the syntax correct in my formula, but maybe my execution isn't right on. My suspicion is that I can't return strings for the CreateDataCellObject. Full formula below:   Any help is much appreciated!   Dim PM As DecimalPM = CDec(api.Data.GetDataCell("Divide(A#PRODUCT_MARGIN,A#PRODUCT_REVENUE)").CellAmount) If PM > 100 ThenReturn api.Data.CreateDataCellObject("NMF", False, False)Else If PM < -100 ThenReturn api.Data.CreateDataCellObject("NMF", False, False)ElseReturn api.Data.GetDataCell("Divide(A#PRODUCT_MARGIN,A#PRODUCT_REVENUE)")End If  

Can we pass a parameter in the Cube --> Data cell access security in the member filter section? I have tried using a parameter for the time dimension and it does not seem to work. But if i pass the member directly it works ok. I have tried using Member list as well as Literal value types in parameter. Attaching a reference below:  

Hello community, We have build a custom dashboard, within there is a circle graphic and several lines with the users info. When trying to export to PDF only downloads X number of lines, but not all the lines that are close to 450. Instead, when downloading using the export to excel it does export all the lines. Any thoughts? Do I have to configure something in order the PDF export all the information within the dashboard? Many thanks in advance, Arion

Hello team,I need to know how we define the unassigned parent entities in the entity assignment for a WF ? Is it through a profile property or through an entity member property in the entity dimension ? i am not able to find some entities in some WF and it appears in others. Also , is it possible to call a function Entity base or hierarchy instead of calling entity by entity in the entity assignment tab ?Thanks 

For planning I have 3 rows with the same account Origin; Beforeadj (Aggregation) Import (Shows seeded actuals) Forms (Input) Scenario's in the columns and a separate column we have comments. (Annotation) We overwrite the Import and Beforeadj with forms. Means it will show 3x times the same text in the row. Anybody knows how to bypass the origin behavior? We basically want to post on all the 3 rows separate comments.

Hi all, has anybody ever developed reports that connect directly to the SQL database? Do you know how security is applied? Is there an intelligent filter on the Onestream application security layer?   Our doubt comes from this example: 1. we developed a simple report showing data of journal (table JournalHeader)   2. the report shows many journals posted on several companies 3. we published the dashboard containing the report in OnePLace 4. Logged as a normal user with access rights to a specific entity we can see journals of all companies   So we think that security is not applied. We think that the same issue (security not aplied ) may happen to the standard "Application Reports" too.   Thanks is advance for the help  Marcello  

Hi all, Currently we are trying to automate some offline reporting processes via excel macro enabled workbook (.xlsm). Basically these files contain both XFGetCell and regular excel formulas and then there is a macro in place which combines the numbers from all different tabs into one, removes all unnecessary lines and then generates a OneStream load file.  These excel files are very large in size and they take forever to refresh from the desktop. The same files are refreshing much faster if we run them directly into OneStream Spreadsheet (Application>>Spreadsheet). So no issue with the refresh within OneStream application but as soon as I save the *.xlsm file within OneStream, the file got corrupted, and I'm not able to open the same file again from my desktop. See the error screenshot below. Has anyone seen this issue before and know how to fix it? Please let us know if you know the answer.  Thank you in advance!!!   Shetal Patel Shetal.Patel@xylem.com OneStream

HI   I have been asked by our Finance team to build a report that summarises intercompany variances to speed up the hunt for mismatches. We use the current out of the box interco reports but they want something quicker and easier to use. Just wondered if anyone else has used/built something similar ? Thanks Tahir

Hi,  In a forecast scenario I have placed some text in the "Custom settings" Text 1 What it the syntax to get this text1 into my header of the CV? T#Year(|WFYearNext1|)Q1:S#WF:name(|Text1|)

Sharing rows and columns allows users to copy rows/columns between Cube Views. Question Credit: Becca Speese Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hello All, I have 2 questions regarding interaction between workflow standard functionality and user's rights. When we use form templates, by default users can complete/revert form or the complete/revert Forms workflow. My client would like to adapt this behaviour so that user can complete their form/workflow but revert can only be done by admins, hence those buttons should remain greyed out/inactive for end user : is it possible ?   Also, when we complete a form or even lock centrally a whole workflow, that prevent any data input but still allow users to run calculations through buttons (which trigger data management jobs) that are present in the dashboard. Can we lock somehow the fact for end users to be able to run, or not, those calculations? Thanks for your help Matthieu

Hello! I have a question about other customer experiences and best practices regarding forecasting adjustments. We have forecast scenarios set up and previously would copy the entire scenario as the base for additional “adjustment” scenarios. We used these to toggle on or off certain risk adjustments in future periods but in order to save space and stop replicating so much data, we’re trying to move to another method instead. In our application, we have our UD3 set up as a more detailed Origin dimension where specific layers of adjustments are added (journal entries are split into more detail for GAAP or non-GAAP for example). This is where we were planning to add the adjustments but I wanted to check in with everyone else first to see if anyone has experience. Basically what we want is one scenario where I can pull a UD3 “base” of the expected forecast data then “base+adj1” which would be an alternate hierarchy of the base data plus adjustment 1. Then we’d replicate that alternate hie

We need detailed logging for troubleshooting and investigation of issues, so we have Detailed Logging=True. When set to True we like to hide all the details for the end-users when an error prompt is shown so only the administrators or specific role have access to all details in the detail logging.

I am taking a copy of an application to create a Sandbox for the users to test things. I have been using the document 'How to make a copy of a OneStream XF Application' which I found on ServiceNow. While the document explains how to take a copy it doesn't explain the options. I found I have to select the option 'Create a New Application Unique Id' when renaming the application: I can't find any reference to it in the 'Design and Reference' guide nor the Foundation handbook. I think it means that by renaming the application, you are creating a new application separate from the source application rather than simply changing the name of an existing application. Can anyone confirm or correct?   Thanks Marcus

The size necessary to buffer the XML content exceeded the buffer quoto while try to submit a journal entry..

Hello, I am trying to write a rule where I get the base of Net Income where the Text 2 field is not blank. Does anyone know the syntax to indicate blank?  A#NET_INCOME.Base.Where(Text2 <> ????)   Thanks!

Hello! I'm trying to set up a few workflows that individually kick off an SFTP load,  but only for that given workflow. I created a dashboard button that the user clicks on to run the SFTP data  management job, but it currently loads the fiels for all workflows set up for SFTP. I'm tyring to find a business rule line that doesn't sue the batch file load. Are there any examples of only loading a file based on the workflow selected?   Thank you!