OneStream Platform Forums

Hello!We're implementing Transaction Matching and we have a use case to load transactions on a daily basis and run matching each day.  Our TXM scenario has 12 periods, but we're finding that once the data in the Import step loads to the data set and the transactions match, additional files cannot be loaded using the same import step since there are now transactions from the first data set that have been matched. Example: Import transactions on May 1 into 2022M5, run matching - transactions are matched.Import transactions on May 2 into 2022M5 - error - all transactions in stage have to be unmatched first before reloading. Wondering how others handle this - create a separate import step for each day of the month to load each individual daily file and combine them all to load into one data set?  Are there other options?Thanks!Kathryn

Statement: You should not parse data by anything but Entity. Question Credit: Peter Fugere   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   Want more Fact or Fiction? OneStream Press Authors are subject matter experts... but do they know about the 80's, sports, movies, or other pop culture trivia? Are you able to tell if their knowledge is fact or fiction? If so, come for the crown, stay for the fun, and emerge the new Fact or Fiction Champion at Splash San Antonio. Prizes will be awarded! You can volunteer to participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!

Hi, I have built a Finance business rule that users a data buffer to identify base level UD1 members with data at a specific intersection and sort the results. The user is prompted to select a parent level Entity and that is passed to the BR and used in the buffer.  Note:  The BR is called from a Cube View. What I need to do next is take the parent level Entity that the user chooses, pull in a list of base level Entities under that parent, and then loop through my data buffer for each of those base Entities, and then add the base UD1's to my list if they meet the Text# conditions I check for.  How do I go about calling the base level Entities member list and pass them in one at a time into my Data Buffer so it loops through them? Thank You

Hi I am trying to extract a dashboards  from an application and load into another application, would any one be able to share the XML template that is used for Project Extract & Load? or would appreciate any other helpful suggestions and guidance.    thanks - Kumar 

Hi all,  is there a way a flip sign can be applied to a mask account mapping that contains a complex expression? See screenshot below (partly), the customer created nearly 4000 lines of code in here.     

Hi All,   I'm looking for documentation on best practice to write and NCI calculation? If anyone could point me in the right direction that would be greatly appreciated.   Cheers!

Scenario: I have a Sql Editor component, with a couple of date-columns. If the value in the belonging custom-table is value NULL, then the value in the editor will always be the minimum value of the sql datetime type. I just want to show a blank value instead of "1/1/1900". Anybody solved this?   Cheers Frank

I am trying to utilize the UD2 and UD3 Default Member fields on UD1 members.  For example, I have UD1 members that always go to a specific State.  Nothing is showing up in UD2 for the State after transformation.  Also, I'm not sure how to set up the Data Source for UD2 when utilizing this field since UD2 does not relate to the imported file.   From the Reference Guide UD2-UD8 DefaultThis is the standard default Member that can be mapped for a setting and saves having to map toeach Member. If the setting says Default, the mapping will always go to that default.   Any help on utilizing these fields is appreciated.  thanks

Hello,Is there any way to load a PDF file to OneStream from the Data Sources? What are the steps required to convert the file to Txt (readable format) and can these steps be automated?Thanks,Priya

Hi experts. I have a query with regards to drill-down feature to locate the journals from 'AdjConsolidated' member. The entity hierarchy of the client has multiple levels and they post journals at each of this level (i.e at parents as well as base entities). When we drill down by origin from a top member and want to further analyze the balances under 'AdjConsolidated' member, we understand that drilling to entities won't give the desired results as the jnls were posted against Adjinput members.    Hence, they have to start the drill down by entities from Origin 'Adjustments' Member and keep checking for each sub-structure below it to see if the jnl comes from an Adjinput / Adjconsolidated member. Is there a better way to directly drill down to the actual jnls that were posted. Regards, SC      

Hello,   I have a question about multiple applications.  I know typically people think of OneStream as having everything within one application seperated by cubes.  Thinking of an application where Planning activities are quite different than existing consolidation activities and I am a bit weary of trying to jam it all into the existing Consolidation application.  I am wondering if it would be easier to organize in a seperate application altogether so there would be a planning application and a consolidation application and the planning data would eventually be loaded into the Consolidation Application after it's approved.  There are a number of reasons that lead me to entertain this idea one of which is performance and that we may only ever want to 'Aggregate/C#Aggregated' the data in Planning and 'Consolidate/C#Local' the data in the Consolidation application and we don't want it to get confusing with what data to use for the users.  Other reasons relat

I am creating a dashboard that compares two different scenarios (one of which is the prompted scenario). I want the header of the chart to display the description of the member instead of the name (i.e., "Forecast 3+9" instead of "FORECAST_3_9." If I input the prompt name into the description field ("|!Prompt_Scenario!|") it will return the name. Is there any way to update this to populate the description instead?

Scenario Today I have a process where I can generate a Spreadsheet with an included Tableview object, and view the spreadsheet output in a dashboard. What I want to achieve is automate the process, so I from a BR function can fully automate the process of generating the spreadsheet, and then save the spreadsheet as Excel to a specific folder, with a given naming convention. Anybody have done something like this? Thanks and Cheers  /Frank 

Has anyone used Git or another version control / source control system with OneStream?  Currently, we keep a lot of commented out code in our OneStream system.   It would be a lot nicer to be able to only have to keep the latest in production, and have a version control system track the changes.    By default ( not that I know how to change it) the OneStream app does  only 1 XML document per type, so the changes aren't tracked at the individual object level, and you'll get a lot of changes to search through.  Has anyone made it work, or are you aware of a best practices document or other doc for this?

Hello, Within a Cube View, I would like to store some "Comments" in a dedicated Row. For display purpose, I would like to adjust the height and the width of this specific row, so it does like a kind of "text box".  I can't find anyway to adjust the height in the "Data Explorer" mode. Any tips, Cheers, Nicolas

I am trying to build a dashboard with a button that opens a scenario dimension page so that super users can easily set up and use a gaming hybrid scenarios.  Is there an XFPage option to open a dimension page?

I was asked today, 'Am I correct to think that Databuffers do not return Null/Blank cells and therefore you don't need to check whether the cellstatus is Not NoData?' The full data unit is in memory and Time is part of that.  The system needs it in memory so it can figure out impacts to the whole year.  When you can a data unit for a month you are calling only part of the full data unit. For future period the data will be there, but not in the prior months.  If the data was there in Jan, but not Feb - Feb would be derived zero. Only because period is part of the full data unit, it is possible that you could have a value in Feb, but NoData in Jan. In that case when call the Jan data and buffer only Jan, you might think you have a true No Data. That is why we have the function to check. Honestly though, if the value existed in Jan, you probably need to run it for Feb too though. Using Is Not NoData should NOT be a default, you decide if you need it or not.

Originally posted by Jerri McConnell3/25/2020 Somewhere along the way a while back, i was given a list of Essbase functions and their OS equivalents...I think it was something Celvin & Cameron put together when they were here...now i can't find it...does anyone have this and can forward to me?

Is it possible to use the where clause for the member expansion ".Tree", specifically filtering on the AccountDim.  There is a top-level reporting cube and a few merged cubes sitting beneath (using entity extensibility). There are also a number of  extensible Account Dimensions utilized... i.e., Level 1 (Highest - Forecast Accounts)                     Level 2 (Consolidated Accounts)                            Level 3 - #1 (Lowest - linked to lower-level reporting subsidiary cubes using base GL Accounts - the account dimension names for these cubes always include 'Base')                            Level 3 - #2 (base GL Accounts)                            Level 3 - #3 (base GL Accounts)         &

Hello- I have created a business rule that uses a buffer to bring back UD1 members that have a value against them, then they are added to a list like this: myList.Add(api.Members.GetMember(DimType.UD1.Id, curUD1)) Later on in my code I do a sort Ascending, and return the results back to a cube view: objMembers = (From member In myList Order By Member.Name Ascending Select Member).ToList() I'm encountering a problem with duplicate values in the results.  This is because a small number of UD1 members have activity booked against them across more than one of the entities I am processing. Are there any quick solutions to removes the duplicates in the add to list or sort steps? The only thing I can think of would be to check if the value exists in the list before I add it, but that would require more coding. Thanks

Hello, Backstory: We have some forecast cube views we embed in our Forecast workflows. These cube views also display under the cube view folder. The cube views are set to the workflow POV and I realized this means users can open the cube view in the cube view folder and if their  POV is Actuals, they can then load to Actuals. I want to prevent this.  I updated the cube view folder security to Admins and then no one could access the forms.  Question: Is there a way to remove specific cube views from the cube views folder, but still allow users to access them in a workflow?  Regards, Ronnie

Statement: You can move data or metadata between applications Question Credit: Peter Fugere   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   Want more Fact or Fiction? OneStream Press Authors are subject matter experts... but do they know about the 80's, sports, movies, or other pop culture trivia? Are you able to tell if their knowledge is fact or fiction? If so, come for the crown, stay for the fun, and emerge the new Fact or Fiction Champion at Splash San Antonio. Prizes will be awarded! You can volunteer to participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!

Hi, We're currently expanding on our CubeView & Dashboard reports available in the application & would like to display our performance by Country. Our cost locations are housed in UD1 with the base members being the individual cities and/or states & the immediate parents being the Country. Is there a way we can call the parents of base dimensions of the current UD1 selection? Currently we're able to build out a set structure for countries but if a user doesn't have security rights for a specific location their report will display other locations as 'No Access'. Thanks!

Currently if a step fails the subsequent steps continue to execute

Hello Team,Is there any way to export DM groups and Sequesces & Ste