OneStream Platform Forums

We have a CubeView that is setup with the Accounts in the Rows as A#NetIncome.TreeDescendantsInclusive. Our Expansion setting is set to Collapse All. Is there a way to have it only expand one level (e.g. Children) when the cube view renders, with the (+) icon to expand further if the user decides? Right now the expansion option seems binary as Collapse All or Expand All. 

Hi! New to the community. I have a user that has to manage 10 or so entities and it rollforwards. He need to click on each entity to enter in the data. do you know if there is way to set up an excel import for a rollforward activity where i can put the rollfoward activity pieces down a column the entities across the top and then import that entire spreadsheet?

For planning.Filling data in on quarters spreads the data out to the monthly columns.We do not want to see the monthly columns anymore. When set isColumnVisible = False you are not allowed to enter data on quarters, it becomes a no input. Is there a bypass, so we are able to enter data on those quarters?

Hi, is there a simple way to create a cube view with the member name and description in different columns?  Specifically, when there are nested members in the row.  I can pull in UD8, but they come in on two columns after the names which looks odd. thanks, Greg

All - Could you please review code is make sense from performance. I am trying to be checking the target Account is <> 0 then it will delete the source value and overwrite the target value. PLease review and let me know if I can use some kind of EVAl or Data Buffer???     If Not api.Entity.HasChildren Then If Not api.Cons.IsLocalCurrencyForEntity Then api.Data.Calculate("A#Target:F#EndBalInput=RemoveZeros(Eval(A#Source))",AddressOf OnEvalDataBuffer) End If End If Private Sub OnEvalDataBuffer(ByVal api As FinanceRulesApi, ByVal evalName As String, ByVal eventArgs As EvalDataBufferEventArgs) eventArgs.DataBufferResult.DataBufferCells.Clear If Not eventArgs.DataBuffer1 Is Nothing Then For Each Cell As DataBufferCell In EventArgs.DataBuffer1.DataBufferCells.Values If Cell.CellAmount <> 0 Then 'api.LogMessage(cell.CellAmount.ToString) api.Data.ClearCalculatedData(True,True,True,"A#Target") eventargs.DataBufferResult.SetCell(api.SI,cell) ' El

We built only our different types of security (Data, WF, Access, Certify...) into Hierarchical structures. When using the SAR solution, it just lists all roles and does not say it is direct or indirect so for some users the list is very long.  This has our Auditor very confused and asking why they need all these different roles when they really only have say 4.  Anyway to run a report that would say this is direct (Parent Grps that Contain This User or Child Grps and Users) vs. indirect/Inherited (Parent Groups that Contain this Group).

I am getting the "String was not recognized as a valid DateTime" error when trying to execute the batch dataload using the extender business rule. The value being passed to the batch is the following string: "2023M1" I would appreciate any advice on the cause. Thank you, Yan    

I use an xfbr in my CV based on rules. In the scenario dimension we have put text into the Custom Settings (Text1). What is the syntax to get the Scenario Text1 into the case string (Bold)? Also is it possible to incorporate this into the time frame with :Name(etc...xx). If args.FunctionName.XFEqualsIgnoreCase("GetSCenario") Then                                                           Dim curScenario As String= args.NameValuePairs.XFGetValue("curScenario")                                                            Dim curMonth As String = Right(CurScenario

All - I am working on Conditional Input rule and when I create a Finance rule & attach to the Cube business rule it is working but when I am trying to call the Finance rule or extender rule using DM job it is not locking the cell. Any idea? why it is not working? Any input is appreciated. Thanks   Case Is = FinanceFunctionType.ConditionalInput'If api.Pov.Time.Name="2022M1" ThenIf api.Pov.Scenario.Name="Forecast" Then'If api.Pov.Account.Name.XFEqualsIgnoreCase("ReadAccts")  ThenReturn ConditionalInputResultType.NoInput'End IfEnd If

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