Discuss the features and functionality of OneStream.
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Hi all How can I avoid the ampersand in string operations? I need to concatenate a pov for a calculation, but with all the ampersands, it looks complicated: "A#" & accountName & ":F#" & flowName & ":UD2#" & ud2Name & ":UD4#" & ud4Name
HelloI've tried to load my excel file through the data source fixed files with a complex expression on the time dimension, and i think it doesn't go through the complex expression at all so i'm wondering if i can use a complex expression in fixed file data source ? The check i'm trying to do is to verify the workflow period and the time that's in my load file. if it's the same it can continue loading but if it's different i'm asking OS to pop up a error message.If anyone has an idea please share it with meThanks 🙂
Dear Community - Is there a way to convert to Basis Points within Cube View? I'm sure there must be a setting. Any help will be appreciated. Thanks,
Hello everyone,Hope you are doing good.I have a little question, im trying to load an excel data file using a time parameter that will allow to put load the workflow time automatically, but OS tell me that |WFTime| is Unmapped. does anyone know if using the parameter wrongly or shouldi use another parameter ? Thanks in advance for you help.
Hi there, I want to add data to a dictionary with a key that contains 3 fields. I've been advised to use a ValueTuple but have tried all the syntax options that i could find in Google without success. Ideally it should be like the setup of a databuffer where the key is the databuffercellPk and the value the actual stored number. My key should contain 3 strings and the value a decimal). I've tried something like: Dim dctDict as New Dictionary<(String sn, String Tm, String Ac)>, int(); and various other options. Does anybody had a suggestion how to create the best performing Dictionary Key that exists of 3 strings?
Hi all, Who utilizes Annotation or the other similar view members for writing text into OS? If so, do you give write access to parent entities? We’re looking to use VarianceExplanation to capture threshold explanations but we review and explain this data at a parent level and currently our entity parents all have a write access group of Nobody. I’m looking to narrow down when write access would be given at a parent entity level so I can judge what we’re opening ourselves up to if we decide to change security.Any insights are appreciated!Thanks,Nicole
Hello, We have data loaded to stage, voucher row text field, that we do not want loaded to the cube. Is there a video or how to doc that walks you through how to setup Attribute Value Dimensions for this column? I know from some of the OneStream training that I have attended it is possible but just having trouble getting started. Cube Design Attribute Value.docx (385.9 KB)
Hi, Is there a way to call a dimension parameter in a QuickView? If we put for example UD1 in the rows in our QuickView and instead of choosing a dimension member for the rig we choose a parameter we get a “#error - The member filter contains unresolved parameters.” The parameter does work in a cube view. Thanks!
Hi - We are try to create logic that will determine whether a scheduled job would run. We have been able to create the logic to only run if current date is <= to the day of the month (Calendar Day) but what we really want is to be able to know if it is before for a specific working day so excluding weekends (for example working day 10 in September 2021 would be the 14th) . Has anyone created this logic and would be willing to share?
Hello! What is your process for closing entities? Do you rename them or mark “Is consolidated” as false or do something else to discontinue them? We’re working through creating an official process for closed entities so I was wondering how other folks deal with clearing out RE or other account calcs or otherwise officially close entities. Appreciate any input! Thanks!
I've been given a task to debug an error that happens when we confirm a month, and I'm not sure what some of the messages are telling me. When I run Confirmation, I get an error in a dialog box, and the title of the Dialog Box is "Extensible Finance." Should I be looking for a confirmation or a business rule with that name? The error text is "A#Facilities_Allocation:F#None:O#Forms:I#None:U1#None:U2#1:U3#None:u4#None:U5#None:U6#None:U7#None:U8#None" which I recognize as a ... I forget the term but I think of it as the filter parameters. But I'm not sure where to look for this. If I scroll down further in the task activity and open the error message to see the details, I see a line that says Source code: ConfirmationEngineWcf.cs, line 133, method ExecuteConfirmation Is there a rule called ConfirmationEngineWcf that I should be looking for? Chuck
I just had a call from an Excel user who uses the OneStream addin. He has a number of reports that he's been using, but they're working differently today, and we don't know why. Instead of retrieving all of the records and exporting them to a single page, he's getting about 59 entries on page 1, and then page 2 has the next 19 entries, and 23 entries on page 3. I don't know what the pattern is that is causing OneStream to separate these among several pages. Is there a preference or an option that controls this and that he might have accidentally changed that would cause his retrieval to be paginated?
Would like to modify the "UPPER" case descriptions in metadata to "Proper Case" in Cube Views. Any formatting options for this?
Coming from HFM, I'm used to having a single rules file that I can easily search through. In OneStream, the equivalent rules appear to be defined for each individual account as a metadata property. I.e. the Formula. Is there a way to extract all of the Account Formulas into a single file so that I can search through it? Instead of having to click through each account in turn and opening up the individual formulas?
Hello,I try to put a condition on workflow months in the data source, but i dont know how to call them in my Complex expression, does anyone have an idea ? Thanks
Hi All, I was wondering if it was possible to pass through an XFBR to cube view column / row sharing. In this example, we are trying to dynmically have the column template passed through to the cube view using the XFBR string. The string is looking at the workflow and based on the name of the workflow profile the rule returns a specific column template. When I stick the XFBR string into the column sharing I receive the following error: Any insight on how to most efficiently do this would be greatly appreciated! Cheers, Amar
Hey - Wondering how you learned to code VBNet. I’ve been trying to improve my skill to write tailored Business Rules. Any resources/guide to share? Thanks,Mustafa
Dear Community - I'm building a dynamic prior year formula for my Variance Cube view. However I want to pull the MonthNo (e.g. M10) from the parameter I have |!SelectCol1Period!| so that it can reference the accurate period based on selected by user period. Currently it pulls the PY from POV instead of what the user has selected as his time period. Wondering if their is an API function to call a parameter? Here is the code I'm working with: Dim SelectedTimeMonth As Integer = api.Time.GetPeriodNumFromId(api.pov.Time.MemberId)Dim SelectedTimeYear As Integer = api.Time.GetYearFromId(api.Pov.Time.memberid)Dim PYTime As String = (SelectedTimeYear - 1) & "M" & SelectedTimeMonth Dim Amount As Decimal = api.Data.GetDataCell("U8#None:T#" & PYTime).CellAmount Return Amount Here is the front page of my cube view: Let me if I can answer any questions. Thanks for the help.
Hello Few of questions on using cell details 1. How can we add different classifications for data entry via cell details ? I have created dashboard parameter for same , however its not reflecting in respective cube view or form. 2. Is there any existing report for displaying cell details ? 3. Correct syntax for function - BRApi.Dashboards.Parameters.GetLiteralParameterValue , unfortunately sample code is not working Thanks JA
Hello: Looking for guidance on how to implement an enhanced conditional formatting check. It's quite simple, apply some formatting based on the account type. Consider the example of a single row CubeView with one account as the member filter: A#A87999. Formatting should be applied if the account is a Liability type. I have a mostly working XFBR helper that can correctly apply formatting but only if I hardcode in the account reference. Obviously that won't work for all but the simplest CV as reports are often dynamic with Member Expansions. The mainly working formatting syntax as currently written: If (XFBR(XFBR_FormattingHelper, AccountTypeIsLiability, Account=[A8799])=True) ThenTextColor = RedEnd If How do I make the parameter dynamic? I've tried the following: ... Account=RowE1MemberName ... Account=|RowE1MemberName| ... Account=[RowE1MemberName] ... Account=[|RowE1MemberName|] None seem to work. Is there a different way to reference the standard availab
Hello All, I have requirement to present a number from an external table in cubeview so that number and a cube datacell number displays side by side. It is like doing a recon between two systems. Has anyone ever done that? I know I can do it in a dashboard using dashboard extender BR and display in a pdf report but I need to capture some comments from the user and store it in the cube that’s why trying to see if a member formula can do it so that it can be used in a cube view report. Are there any example anywhere in golfstream app to reference? appreciate any help.
I know when you open a cube view report as PDF it puts logo automatically. Is there anyway it can be displayed in excel export? never seen or done it but wondering if someone did it or have a work around. I have a requirement where we are doing an export of a Book in excel workbook (multiple tabs based on a loop in the book) and want to have the logo in the output so users don’t have to add it manually.
Dear Community,I was wondering if there's a way to have a component "embedded dashboard" that would target a Dashboard from another Maintenance Unit ?The idea is to open a dashboard ( Predictive Analytics 123 dashboard) as an embedded dashboard in my global navigation dashboard which is in another maintenant unit. Regards,
Originally posted by Henning WindhagenHi All, did anyone here write a macro in Excel to kick off "Submit data"? A customer wants to enhance his data submission from Excel and was asking me about this.
CubeView - Calculate the Variance for multiple columns ( Column-by-Column) Hi there, I am trying to calculate variance Column-by-Column for all time members of Current Year Vs. Prior year and looking for good option for performance optimization. Please find below the details: I have CubeView with 3 columns. Column 1: T#Year(|!SelectTimeYear!|).TreeDescendantsInclusiveR This gives 19 Columns of current year (year, half year, Quarter and Months) Column 2: T#YearPrior1(|!SelectTimeYear!|).TreeDescendantsInclusiveR This gives 19 Columns of Prior year (year, half year, Quarter and Months) Column 3: Need to generate 19 columns for variance between respective time members form previous members. 2020 vs 2019, 2020H1 vs 2019H1 etc. following are some options I have implemented or have thought of. I am trying to work Option 3 but don't know how to do it. Option 1: I am able to generate the 19 variance columns using UD8 member but I believe this is impacting the performance o
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