OneStream Platform Forums

SOURCE: ONESTREAM CHAMPIONS Hi all, I have a very random request for anyone who may have the time to review and hopefully point me in the right direction. The formula calc is an on account and is unbalanced - I’m specifying more dimensions on the right side of the equation than the left (T#, E# and C#) which is giving me a data explosion error. I have examples of formulas currently in use where T# is on one side but not the other and the formula works fine so I’m guessing it’s an issue with E# and C# but I can’t seem to figure out how to make it work Here’s the formula:If Not api.Entity.HasChildren And api.Cons.IsLocalCurrencyForEntity ThenDim vEnt As String = api.Pov.Entity.NameSelect Case vEntCase “ENT_1095”api.Data.Calculate(“A#520_211010:V#Periodic:O#Import:F#EndBal:U1#NABalanceSheet:U3#Source:U4#None:U5#None:U6#None:U7#None:U8#None =A#ACC_SAP_134450:T#POVPriorYearM12:E#ENT_2000:C#CAD:V#Periodic:O#Import:F#EndBal:U1#NABalanceSheet:U3#Source:U4#None:U5#None:U6#None:U7#None:U8#N

SOURCE: ONESTREAM CHAMPIONS Hi Friends, Did anyone try inserting rows into a custom table ( within one stream ) using Spread Sheet? I am able to update the data into the custom table, but somehow the basic functions like insert didn’t work for me. I need a similar function as per the screenshot for identifying the new records and the existing records.   https://discourse-static.influitive.net/uploads/db_8467a788_7b9e_45b8_8b6c_d37e1967220d/original/1X/1c5dee15c2a1bb8d86b5682de4f4220b3122a2bd.png Expectation in SS.png966×362 20.1 KB   Regards and Thanks Darpan Bhansali

I can extract an entire DataManagementGroup just fine, but if I want to extract only one DM step and/or one DM sequence using XF Project, it fails. It will create an empty zip file. I have also tried extracting the DataManagmentGroup with IncludeDecendants=false along with the DM Step and Sequence but that just creates a zip with one xml that only contains the DM Group, and neither the DM Step or the Sequence are included in the extract. Has anyone had any luck extracting DataManagementStep or DataManagementSequence? It seems the Group must be specified since steps in different groups can have the same name, but I don't see anything about this in the documentation.

SOURCE: ONESTREAM CHAMPIONS Hi all, I’m largely self taught with vb, but have hit a wall with this, and thought I’d share here rather than ask the OS helpdesk, as it seems to be something that could prove useful to others. I’m trying to write a calculated account which refers an entity Text field, using multiple values varied by time in the calculation. We set a value for Cost of production for certain categories of products (spares and accessories) by % on a varied by time basis on the entity. This can vary from year to year (in theory could vary in year) Specifically, I want to find the value that is valid at prior year end and subtract the current value from that. The value may have been set earlier M12 may conain no value but M8 of the same prior year does, for example. I’ve introduced a loop to try and go back through periods until a value is found, but can’t see whether that’s working as I’m still getting an error message. Dim PeriodPOV As Integer = api.POV.Time.MemberId Dim Prio

SOURCE: ONESTREAM CHAMPIONS Champions,Is there a way to have a Studio report recalculate a value at a group summary level instead of having the report sum up values from the detailed band? In example below, the ROI% as the 401 Total line is displaying 4.7% which is the summed up total of % from detail records. This value should instead be recalculated as Total Net ROI / Total Revenue = 510,000 / 15,000,000 = 3.14% In Studio, Is there a way to define a calculated field that uses data from other fields on the same band i.e. the group total Net ROI and Total Revenue?   https://discourse-static.influitive.net/uploads/db_8467a788_7b9e_45b8_8b6c_d37e1967220d/original/1X/ad449b0c9dc199805a6c0159e56cea02d6698bfb.png image.png1046×396 8.73 KB

Hello,   We are using scenario types 1 and 2 to house multiple scenarios. I'm running into an issue where i can't correctly split out the needed scenario forms separetely. For example, The forecast scenario (scenario type 1) shows the budget forms since budget is also under scenario type 1. Is there a way to filter out the different scenarios? Because it's all under Scenario Type 1 the forms I'm using contain all scenario forms needed.   Thanks!   Paula

Happy New year Y'all,  Is their a way to extract entity dimensions and load inside a dev environment? I don't want the entire application extracted. Any ideas will be appreciated.  Thank you!

Hi Team, Is there any magical code / function to rename the workflow using some business rule. or direct update in the table ?       Regards and Thanks Darpan Bhansali

Hi Team,How to avoid the requirement for confirming dormant MEP workflows, should we setup at all or do an alternative control or any auto certification possibility Long Term?RegardsDarpan Bhansali

I'm having trouble setting up OneStream on my local standalone machineError starting application server 'localhost' Please contact the System Administrator to resolve the issue and restart the server.Application Server Configuration Folder: 'C:\Program Files\OneStream Software\OneStreamAppRoot\OneStreamApp\App_Data'.

Hi, I am working on a demo for BIBlend. I understand that "View" is not supported in BIBlend and we should derive it on the reports or by using BRs. Does anyone have some some examples on how I can use Time math Business Rules to derive YTD values in the BIBlend Dashboards? Or any other methods to report YTD/QTD values for BI Blend? Thanks Liliya    

Hi All, I'm trying to call out a XFBR string w/in a XFBR string in the column set of my CV (snip below).  Our consultant initially setup the first XFBR so that we could report on completed weeks of the month while rendering zero for the future weeks.  The logic works great but is dependent on manually entered parameters.  This is when I tried to introduce the second XFBR string to dynamically determine the prior week so that we can automate distribution of this output.  After pushing in the second XFBR string I get an error when running the CV of, 'Input string was not in a correct format' (see second snip).  I've tried to pass in the week value as an integer, a string, and as an Int32 value but nothing has worked yet.  I've also tried with and without the brackets [ ] on the CV column set, but no luck.  Any suggestions out there?  Help would be greatly appreciated. Thanks, Bryan       

So I currently have this cube view: Is it possible to configure the cube view so that the headers for the second member expansion (for UD2) start expanded, while the other row headers stay collapsed? Ideally it would look like this: I have tried using the following header format: However, this doesn't work, presumably because RowExpansionMode is a "Entire Cube View" setting. Is there a setting I'm missing, or would it be possible with an extender rule?

Dear community, I have a very simple use case with my base entity set in "finance entities" top level cube, and the group entity set in the "finance group" cube. Everything in the "finance entities" cube works fine and as expected. However, no data roll out to the top level cube, even though I have tries to consolidate, force consolidate ... The 'Cube Refence' has been set so that the dimension for local entities is coming from the "finance entities" cube. When using a cube view on the Top level cube for base-level entity and group-level entity, I can only see that the cells related to group-level entity are all in red. --> What am I missing so that data from base level entity can roll-out to parent entity in the top level cube ? Top Level cube references :Top level cube entity dimension :Reference cube entity dimension :Local Entity dimension:Group entity dimension :Many thanks,

Hi community 🙂We have created a new scenario (not actual or forecast) for manual KPI accounts ( no formula on them), e.g Market share. We would like to create a input form where the submitter should populate e.g. market share for the specific month, for the specific QTD and YTD. I asked a question earlier regarding the account setup for this and I got the answer that they should be Account type Balance.  From my understanding you need to say Periodic or YTD on the Scenario settings (default view, input view for adj etc). But what to put when it´s regarding these kind of accounts?  Also, regarding the input form. Now we have built YTD and monthly in the same form. For QTD in a separate form. But when populating an amount in monthly, the YTD is automatically updated with the same amount. Any suggestion on setup in the CV to not make them "talk" to each other? 

Source:   Migrated from Champions Hello all, I’m creating a Data Adapter that is using SQL to poll an external database. I can get it to work when I’m just supplying the strings for dates. However, I wanted to get fancy and be able to parse the effective dates using variables. When I go to an online SQL tester (https://www.w3schools.com/sql/trysqlserver.asp?filename=trysql_func_sqlserver_left), I can get the below code to return ‘121181’, which is the Julian date I need in querying JDE. But the OS SQL Query returns an error saying ‘int’ is an invalid token. does anyone know if there’s a way to use variables in this way? Declare @YearRun intDeclare @YearPart intDeclare @MonthRun intDeclare @Global varchar(100)Declare @GetTime datetimeDeclare @RunTime varchar(100)Set @Global = ‘2021M6’set @YearRun = LEFT(@Global, 4)Set @YearPart = Right(@YearRun,2)set @MonthRun = Right(@Global, Len(@Global)-CHARINDEX(‘M’,@Global))Set @GetTime = EOMONTH(CONCAT(@MonthRun, ‘/’, 1, ‘/’, @YearRun))S

Originally posted by Sarah Park 2/4/2020 Can anyone provide some guidance on how to change the display of the Matching Accounts on the IC dashboard? Client doesn't like that it's driven off of the plug account ID, so want to rename these as ICPlug - AR/AP, etc. I've seen it done before but can't seem to locate it.

Hi, I wanted to remove + sign and show all the row , remove the collapse function please help

We are looking at the performance of several huge base data imports.  What are the best practices for setting cache page size and cache pages-in-memory limits for the best possible import performance?    We have broken the data load up into >40 separate imports but we still have some imports taking over 40 minutes.  I am hoping there might be other ways to improve the import time without having to break the data imports up further.  

This is causing me a headache! Here's the situation.   We have an Actual Scenario and a Forecast scenario In the Actual Scenario,  we have Cash Flow accounts that have formulas so that they pull data from Income Statement and Balance Sheet accounts.  For example CF1 pulls from the IS,  and CF2 pulls from the BS.  The CF accounts are all set to Flow account type, and the ones pulling from the BS have Flow Constraints set and those Flows have Switch Type set to True. In  Actual Scenario,  the Rate Type for Revenues and Expenses is set to AverageRate,  and Rate type for Assets and Liabilities is set to ClosingRate. In Actual,  IS accounts correctly translate at AverageRate,   BS accounts correctly translate at ClosingRate, and all Cash Flow accounts translate at AverageRate.    First question,  how does the Cash Flow translate at AverageRate?  According to the OneStream XF Reference Guide,  Flow type

Cube View: When trying to sum a column that contains T#POV.AllPriorInYear the return is only for the first column reported. Is there a function to sum these in the cube view? I am combining scenarios that can be dynamic and need to sum the results. Same would be true for AllNextInYear.

Hi everyone,  I have a cube view that uses an entity parameter with member filter E#Root.WFProfileEntities for users to select their respective workflow entities when opening the cube view. However, the list of entities depending on the workflow chosen is quite large and the order of entities in the dropdown seems to be random, when I was hoping the order would mirror the entity assignment order in the workflow section. Would anyone have any suggestions on how to organize entity dropdown list as per workflow entity assignment?  Thank you,  Royce 

Hi. Question regarding accounts. We would like to create an input form templates for KPIs. An example is Market share. We don´t want it to be summarized (month+ month=YTD), is the best to put it as Balance on Account type then?

Hi community, We are doing some changes in the legal structure and we would like to move an entity from one EntityDim to another EntityDim. Best would be to copy the entity to the new structure  and put in a "to date" in the old structure and a "from date" in the new structure under "In use"-parameter I guess to keep the history. Does anyone know if that is possible? The entity will have the same ID.   Or do I have the rename the old entity and create a new with the same name in the new structure? Or any other ideas how to move an entity to a new mother?

Originally posted by Thomas Regehr Hello,  We have a report that needs to transition between the Budget scenario and Actual scenario as we move through the year.  Ideally the user will select a period, and depending if the period in the displayed column is current or in the past it will show Actual, else it will show Budget.  I was asked to complete this without creating a new scenario.   I tried the below, but didn't have any success.       Public Function PastBudgetCurrFutActual(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As String Try Dim currTime = args.NameValuePairs.XFGetValue("CurrentTime") Dim timeId As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, currTime) Dim colTime = args.NameValuePairs.XFGetValue("ColTime") Dim timeId2 As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, colTime) If timeId >= TimeId2 Return "S#Actual" Else R