OneStream Platform Forums

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

Source:   Migrated from Champions I’m trying to use the below member filter to remove only the intercompany accounts. This works, but I lose the indents from using Tree Descendants. A#410000.TreeDescendants.Where(IsIC = False) Is there a workaround to remove just the IC accounts while still retaining the indents from tree descendants?

For columns there is formatting for CVMathOnly, but there is not for rows. What methods are used to be able to use the row as a source value, but not display? Place at bottom and format? Using a live app where the hierarchies are set.

Dear community, I have a nasty error message when I execute a data management task : "Error processing Data Management Step 'STEP1'. Data validation error. The Data Cell is read-only because the Parent Workflow Profile 'Activity MyEntity' has no active Input Profiles for the Workflow Channels that are assigned to the Data Cell's Account and/or UD member. Entity=MyEntity, Account=GL11410, Origin=Import." The funny thing is, I have no clue what is the issue. I try to execute a "Copy Data" data management that copies periodic data on the same cube, same entity, but from 2021 Actual to 2022 budget (only imported data).   --> What am I missing ?   Regards,

Hi,I have created a new time profile with M1 named Apr etc., and updated the month start dates to be 4/1, 5/1 etc. to achieve an Apr - Mar calendar. Note that I created it after I created the cube, then changed the setting on the cube.The workflow shows the correct months, i.e. Apr at the top and Mar at the bottom.However when I load a file with a time key of 2021M1, instead of going to Apr it maps to Jan, May goes to Feb etc. Somehow it is assuming 2021M1 is Jan still, even though I've updated the time profile.All the lines in my file have a field showing 2021M1 but at the bottom of the log file I see this:----------- Data Keys ------------Actual - Actual | 2021M10 - 2021M10Has anyone else experienced this?Thanks

Hi. I have created a new Quick view report for the first time. I've set the POV parameters, the column dimension is Time and the row dimension is account. The report is not showing any values. I've drilled down to the base accounts. Still nil. Any idea why this might be? 

Source: OneStream Champions     Capture.PNG597×540 36.4 KB   Our timestamps are way off - anyone know how to adjust the timezone settings? We are on OneStream Cloud 6.5.

Source: OneStream Champions   Hi, is there a way to hide/format these repeated text in CV excel settings? I would like for e.g. “ProSolutions” to show once for every stats section.     image.png444×661 8.47 KB   Thank you!

Hello,  Is there a way to format a cube view column for variance explanation to be a certain color/have text in the cell based on the variance column? The attached/below is what we want it to look like. If this is a cube view extender, is there any sample code? The example in Golfstream didn't seem to relate to this.

There are certain calculations are specific to some entities in the hierarchy so want to add if condition to check entity names and then execute the code. Couldn't find any api which returns Entity name. Regards, Yashwant

I have a question regarding Journal Templates. We have a template that was setup with the frequency "All Time Periods." Does that mean this journal will post every month?  I think the setting should have been "Monthly." If I change that setting in the Journal Template, how does it impact historical data? Will it unpost prior close periods? Or will it keep the prior periods as is, but will stop the journal from posting in future periods? 

Hi -  How do I create a scenario for prior year? I'm building a flux report (variance analysis) where I can compare data between different scenarios (e.g. Actual v. F9).   I was suggested to create this member in U8, and input a dynamic formula. However I am not sure what the code should be. If this is a route I should pursue, please advice.  Any ideas will be appreciated.  Thank you!    

Source:   Migrated from Champions I asked this question from OneStream staff at the Splash conference and OneStream support. I thought perhaps someone in this group has run into the same issue: The standard that appears to be used for calculating FX does not appear to be correct. It appears from the snippet that FX is calculating taking the month to date amount X month end closing rate - month to date amount X month average rate. From the Flow FX (Calculated) snippet: If (api.Cons.IsCurrency() And Not api.Cons.IsLocalCurrencyforEntity()) Then Dim timeId As Integer = api.Pov.Time.MemberPk.MemberId Dim rateTypeRev As FxRateType = api.FxRates.GetFxRateTypeForRevenueExp() Dim rateTypeClo As FxRateType = api.FxRates.GetFxRateTypeForAssetLiability() Dim closingRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeClo,timeId) Dim averageRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeRev,timeId) 'Calculate FX activity for current movement between Average and Closing

Is there a way that you can exclude the value of a specific child in the account hierarchy without losing drill down functionality in cube views? For example to exclude bonuses from staff costs.

Originally posted by Felipe Alcorta Hello: We currently have our model set up with workflow profiles set up for each entity that interfaces with our ERP to import data.  I would like to give users the ability to see the status of their respective entity workflow profile status (i.e. completed or failed).  The report RPTA/Workflow Status/Completion Status has exactly the data that I need.  Admins can see it but users cannot.  Is the data in this report available via a quickview or is RPTA report the only way?  Are they governed by a default security profile?  TIA

Originally posted by Michael Gialanella 8/13/2018 For People Planning security - restricting Administrator access to the CentralRegister where confidential salaries reside. How have people managing the expectations with customers that are looking to restrict and hide salaries from XF Administrators?

I'd like to be able to build a Pareto chart in BI Viewer. Is it possible?