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Often global companies may report a metric like units sold or volumes in a stat account.  But that unit of measure may vary by region or country.  Below is one option for handling the conversion of stat accounts like units sold or volumes.   For example: Metric Ton to US Ton Kilograms to Pounds Liters to Gallons Etc   Here are some high level ways to tackle this in an application.    Considerations: Entities are tagged with currency already Normal Revenue/Expense account types will naturally get “AverageRate” table PVA method (all else equal) Normal Assets/Liability account types will naturally get “ClosingRate” table VAL method (all else equal) You need to identify which accounts (aka UNITSSOLD) need a translation rate table that differs You need to identify which entities are sending which volumes to drive translation to use different rate table   Your conversion rates do not vary over time so you really just need to store these

Hello!  I received a request to add a maximum and minimum line to a cube view. The cube view shows entities in columns and a variety of accounts in the rows (not together in a hierarchy, so no .base or .children, just a list separated by commas).  Max/min aren't available in the "getdatacell expressions" area so I emailed support to see if it's possible and they directed me to a ranking BR in GS. I loaded the BR, added a row to my CV and updated the pull but still am getting no data. Honestly, I don't think this BR and pull are the solution for what I'm trying to do but I don't know of any other way.  Do any of you have samples of pulling something similar? Were you able to get a max and min in a CV via CV math or some other way?  Appreciate any help I can get - thanks!  Here's the KB article provided for reference:    And the GS CV is in CVs > XFR Member filters (E) Member list using business rule > XFR Member List (C) Ranked Entity Sales.&nbs

Hello community, We are trying to prevent the end users from uploading a data file on an import workflow step that is certified.To do so we have started using the the TransformationEventHandler in the Extensibility Rules. We are able to get into the right code:Select Case args.OperationNameCase Is = BREventOperationType.Transformation.ParseAndTrans.StartParseAndTransformFrom here, we have access to the workflow step arguments TransformationEventHandlerArgs (for example the file that has been uploaded etc).We know that we can get access to the certification status from DataQualityEventHandler business rule using:Dim CertifySignOffInstance As CertifySignOffInstanceInfo = DirectCast(args.Inputs(2), CertifySignOffInstanceInfo)and Dim signOffState As Integer = certifySignOffInstance.SignOffStatewhere signOffState = 110 or signOffState = 130 means that the workflow is certified. Which is great. The question here is how can we get access to the CertifySignOffInstance from&

Does anyone know how to extract data using Data Management pulling C#Elimination and a dynamic entity filter such as E#TOTALCO.Descendants?  A parent entity is required but I have been unsuccessful at different options for the parent filter such as E#Default, E#TOTALCO.Descendants, E#|PovParent|.  

Hi  We have set up a line of business attribute in our UD3 dimension based on cost centres. It has become clear that in several reports we need to aggregate some of these members. I think the easiest way to do this would be if we could introduce a new layer between the current parent and children. My questions are a) is it possible to do this and if so how? and b) how would this impact reports that are already in circulation? I have tried to illustrate what I'd like to do in the picture below. Thanks

Hi all,   We've recently implemented RCM and I have one issue I'm trying to figure out. Certain accounting teams want to do reconciliations (for SOX controls) on certain accounts that have always had 0$ balances in the account month ends. I'm currently lost on how to get these into discovery - since it seems there has to be a balance at least one time for it to be populated there.   Is the a manual way to add a couple of all-time 0$ balance accounts that way there will be a reconciliation option for it?

Originally posted by Chul Smith 1/11/2018 Is a re-implementation necessary to change their calendar in their app? or can they just change it? They're on monthly, would like to stay on monthly, but change from calendar month to 4-4-5 month

Is there a way to customize the charts in TM dashboard to show category 2 values as X axis?

Hi I'm struggling to add lines to show Gross Margin % ((Total income less product related costs)/Total income)*100), overhead as a percentage of total income etc. I've tried using Getdatacell referencing the rows but clearly am doing something incorrectly since I get red cells. The formula I have used is GetDataCell(((CVR(Rev_Total)-CVR(RevRelCosts_Total))/CVR(Rev_Total))*100):Name(Gross Margin) where Rev_Total is A#[Total Income] and RevRelCosts_Total is A#[Total Revenue Related Costs]. I'd be grateful for any advice. Thanks

As the title mentions - I have these months (Apr, May, Jun) that we haven't reported any numbers. How can I suppress the values within Cube view? I want this to be dynamic that if current reporting month is April 2022, then suppress all the future months from then onwards (show zero or blank).     

Hi,   I am looking for a Business Rule (DataQualityEventhandler) to send e-mail notifications when "Set IC Transaction Status" is used. I know how to send e-mail when the "Set IC Transaction Status" is used. The challenge is to get the comment and other information from the ICMatchStatus table and to pick up the e-mail addresses to send to. So, I want to check for the entity in the ICMatchStatus table and all users with access to that entity should then receive the e-mail notification. I want to use the e-mail on the users to create the e-mail list for sending e-mails.   It's more or less the same as with the journals. If a journal is for example created, then an e-mail is sent to the users that can approve the journal. The e-mail will then also contain the journal they are suppose to approve and/or post. This I have, but the ICTransactionStatus is a bit    Regards, Peter  

Hi, We have a requirement to get the Text fields for 5 columns. So, getting these we have used the "Data Attachment Members in the View Dimension: Annotation, Assumptions, AuditComment, Footnote and VarianceExplanation" and able to get the required text with using Member formulas. Could you please let us know if there are any performance/other impacts with using more cell text options use in Cube views. Thanks, Madesh

Hi Everyone, Thanks in advance for the responses. I am reviewing the impacts on a force consolidate on a specific entity and noticed that my results differ when i run a force conoslidate from a cube view and a force consolidate using the calculation definition within process cube.  I made sure that my POV was identical on the cube view versus the process cube.  Can someon explain to me what the difference is or how there could be a difference between the two methods? Thank you!  

Good Morning, Everyone --  I have a report which showcase forecasted KPIs using a set of assumptions and conditions. There is a growth rate that is been used to grow the KPI for each forecasted month.  Do we have something similar within Golf Stream?  Would appreciate any ideas. Thank you!

We just downloaded the latest version of ACM released in March. I am using the ACM BRs to load hierarchies from a table into OS dimension. I have populated the member and tree tables as needed and everything seems to be working fine, however we are not seeing an option in which this load would follow a “merge” like behavior.  Currently if my table does not have a specific member or relationship. Onestream is just deleting/orphaning those members.  Is there a way to have this behave like merge that it does not delete existing members in Onestream which is not present in the table or incoming load. We had similar behaviour in prior version of ACM but are not seeing this now. 

Hi, sorry for such a small issue but hoping to get a quick second look. I input the following to calculate BW percent but the following screenshot with the error keeps coming up, despite the comma I put in. Would anyone know what could be wrong with the syntax?  GetDataCell("BWPercent(S#Working:V#QTD:T#QuarterNext1(|CVTime|),S#Budget:V#QTD:T#QuarterNext1(|CVTime|))"):Name(Var %) Thank you  

We have data imported periodically to a Scenario with the following setup - Retain next to True and everything set to Periodic inclusive of the data source and TR as shown below.  The account is an Expense type.  In the example - M4 is the only period with a value for this specific intersection, which we see in the Import data screenshot. The Cube View screenshot shows the periodic and YTD views wherein it appears that the periodic M5 value is reversed even though is no data loaded for that period.  Based upon my settings and the data presented here I did not expect to see the M5 reversal amount.  Does anyone have a suggestion as to why the value is reversing in the next period and how to resolve this so that this doesn't happen?        

Hi all What is the globals object good for we are seeing in all the business rules?    

I have seen a few posts related to this topic but have yet to find any concrete answers.     We are looking for a way to sum members when going to the base level with a where clause without seeing all base members.  For example, we would like to get a sum of all of our Value Added Products.  Our UD4 dimension lists our products and we stipulate whether they are Value Added or not by putting "VAS" on Text Field 1 of the base member within UD4.  Ideally, we could compare our Total Sales at a top level with our Value Added Sales without seeing each individual products.  We are looking to report on all of our Value Added Products without seeing each base member.  We have tried a few business rules and other suggested avenues but we are not seeing the results we had hoped for.  If anyone has any insights on this that would be greatly appreciated. 

Hi All,   Does anyone know of a formatting string that will allow us to edit the textcolor of writeable cells in a cube view? I could split out the columns so that we have locked and writeable cells seperately and then we edit the textcolor of all the rows, but what I am looking for is almost a "WriteableBackGroundColor = White", but for TextColor.   I tried using "WriteableTextColor" (a string I tried to derive), but it unfortunately doesn't do anything

I am building a data adapter utilizing the SQL command type. In my query, I reference the ConsId field. What database table can I join to for the Name/Description fields for the ConsId field on my primary table?  For example, I can join to the [Member] table on the [DimTypeId] and [MemberId] fields to return Name/Description fields of an entity or account, ect. I'm also looking for currency ID Name/Description, if that is held in a different location than ConsId. Example of my query: SELECT JLT.[ConsId] FROM [JournalLineItem] as JLT LEFT JOIN JLT.[ConsId] = [Tbl_Cons_DimensionData???] WHERE JLT.JournalID = 'ABC'

Hi all,    We have a simple copy calculation on a forecast scenario that copies in the actuals data for certain periods, defined in a text field. We've had it for years and it generally works fine with no issues. This quarter though, I'm having an odd issue. There are a handful of intersections that are copying only USD values, but not local values and I cannot for the life of me figure out why. ANY suggestions or thoughts on what to review would be helpful!    Here's the calc on the scenario for reference:  Text2 field is 3 (technically "Firstforecastmonth=3") on the scenario and I'm looking at M1. There are about five accounts (out of hundreds) that are off, but inconsistently so there's not one specific piece of master data that seems to be driving the issue. Exchange rates are loaded and the entity with the issues is a CAD local entity that's translated into USD. The part that's truly baffling is that it's only copying in the USD value - here's an example

Hey All,I'm trying to add a column (bar) chart on top of this line chart. But I want it to reference and add a dollar based stats account (e.g. Avg Fleet Total) bar chart. I noticed there is a way to add a second axis on the right - so wondering if I can have two charts on the same pane.  Appreciate the help folks. Thank you!  

Happy end of Ukraine war (hopefully)?? We have 9 Windows on-premise servers. 1) How do I know Which one is our OneStream app server, Data Management server etc? 2) I am running Parcel services which writes to OneStream's C:\OneStreamShare\Fileshare\Applications\Will that write to OneStream's application server or DM server?  Parcel services kicks off a Data management job that exports files/reports to that C:\OneStreamShare\Fileshare\Applications\ folder. Thanks for your help.

We currently use the XFR_MemberListRanked business rule (from Golf Stream) to rank items in our cube views.  We have a request to rank based on percentage.  I'm curious if anyone has a solution for this or has done this in their application.