OneStream Platform Forums

Hello,Does anyone know an effective way to alter the amount column of a table using a SQL script?Use case: the client is bringing in what they call "Production Downtime" to the system, which shows hours of downtime by plant based on a reason (attribute). Using a Dashboard Data Set rule, I created a SQL query to return specific results from the stage table based on Entity and Plant selections. This rule is linked to a data adapter and fed into the BI Viewer.In their BI Viewer report, it shows current Month vs PY Month. Since this data is coming in daily, when the user is looking at the current month, (today is Nov 21) the current month shows 21 days' worth of downtime data. They would like the PY Month to also represent 21 days of data.So, I would like to create a "ratio" variable that reads the current day of month and divides by the total days in month, and multiply the PY data by it. I created something similar in a UD8 calc:(SQL Is not my strong suit) how can I apply this "ratio" to

Im having an issue with a transformation rulewhere i have on stage :- Account 5115-0001-UD2 2350-UD4 2020That combination of dimensions is being assigned by the following TRA#[5015~5115-0406~0408]:UD4#[2001~2010]:UD2#[2002~2203]I believe the problem is in the Account range, but do not understand why. can someone explain the reason why?

We are trying to build a one side match rule for AR TXM. Within our DS1, we have transactions that combine and net to zero. We are finding that the one side rule is matching transactions by the amount instead of first summing the group of transactions to zero, which is resulting in incorrect matches. Is there a way to match negative amounts to positive amounts of the same balance (i.e. absolute value, but then we still need the net to be an accurate zero). Is there a way to leave the "amount" field off of the definition page. Also, whenever we try to enter in a tolerance, we get an error message to select the tolerance type, but there is no option to do so on a one-side rule.   We are having the same issue with the many to many rules where the rule is not summing up the transactions into one before executing match

Originally posted by Arthur Shedd

Hi all,We have built a excel report which includes multiple xfget formulas. However, an #Value error shown in the cell after refresh (refresh sheet/refresh workbook both are not working). I have also checked that the dimensions have been entered correctly in the formula.May I know is there any solution to address this issue?Thank you.Best,Jacky

Requesting assistance with a formula needed in a cubeview row. Im looking to add a formula to my CF forecast column, so the formula in the row would be:   ((A#AccountsReceivable:T#2024M12:S#Actual:V#MTD - A#AccountsReceivable:T#2025M1:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2025M1:S#Actual:V#MTD - A#AccountsReceivable:T#2025M2:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2024M2:S#Actual:V#MTD - A#AccountsReceivable:T#2025M3:S#Forecast:V#MTD))

Hi there, we recently upgraded OS to 8.4 and the app itself its this dark grey color. Is there any way to change the color?

Hi,I’m currently working on a project where I need to omit a derivative rule, but only for a specific period. I'm looking for the most effective and clean way to achieve this without disrupting other rules or calculations that remain in effect.Does anyone have experience with this or suggestions on how best to approach it? I’d appreciate insights on both technical implementation and best practices to ensure future maintainability.Thank you, 

Hi, How do you certify multiple entities for a specific month? Do you need to go into each subsidiary’s local workflow to certify, or is there a convenient shortcut for this? We have several companies in our group that we sometimes need to uncertify and then certify again.I have tried going through the main act to process certification for the companies, but it doesn’t seem to work when you check the various subsidiaries’ local workflows.    

Hey everyone, My first post, so I hope I'm in the right place. While trying to upload an Excel JE Temp to a WF, the following error appears. I can confirm that the entity member filter is consistent for both the OS Temp and the excel Temp. Also, the same Temp has been used to load data in one of the previous months, with no error. Any suggestions/help would be appreciated.  -Amrit G. 

I have created a workflow profile, and the data source for the workflow is a CSV file with several columns. In this file, the second column contains account numbers. I specified the 'Text Fill Settings -> Lead Fill Value' as 'A' in the data source as I need to append with A Infront of the account. Additionally, I have defined a transformation rule. However, when I execute the workflow, I get the following error message: 'Validation Messages: Invalid member name. Account: 652901.'"  Could you please suggest, is there anything that I am missing?

Trying to create a Data Source.  I have multiple spreadsheets of the same format with the account name I need to load to in cell B1.  Each .csv file is for a different account that is specified in B1.  How can I make all subsequent rows use the account is in that one cell B1 on each spreadsheet?

Is it possible to create a custom XF formula for users to access within the excel add-in? We want to create an member offset formula.

Hi Experts, I am working on TransformationEventHandler rule in which we need to read the first 4 columns of a text file that is being uploaded to Workflow Import so I can do some sanity checks and error out if they are not correct.  Does anyone have sample code that reads the values of file? I checked everywhere but not much documentation on this. Also, I placed this code in "ParseSourceData" BREventOperationType.  Not sure if this is correct or need to put under "ParseTransformationRules"? Thanks in advance, PM  

How to prevent the orange line in this spline chart from dropping to the X-axis when it encounters a null value. Basically it should end at the last valid data point without connecting to nulls.  

Hi!  Is there a way to verify the user types and total that you are licensed to have within the Onestream application?  I want to compare this number to our user agreement.  TYIA!

Hi Everyone. I am trying to run a CustomCalculateBR in another BR, and I have the following for the variable namevaluepairs, but I would also like to pass parameters in this BR. I have been investigating but did not find a solution. Similarly, I would like to ask if passing with .base will work the same way as if it were in a step or not. I would appreciate it if you could help me. Dim mvp As New Dictionary(Of String,String) mvp.Add("Cube","HLFPLN") mvp.Add("Entity",strEntTx1) mvp.Add("Consolidation","Local") mvp.Add("Scenario","|WFScenario|") mvp.Add("Time","T#|!PLN_ParamFcstMths!|") mvp.Add("View","None") mvp.Add("Flow","None") mvp.Add("IC","None") mvp.Add("UD5","None") mvp.Add("UD6","None") mvp.Add("UD7","None") mvp.Add("UD8","None") mvp.Add("Parameters","test=ValueTest") BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si,"PLN_ThreeMonths2","Test",mvp,CustomCalculateTimeType.MemberFilter)  

Hello, my team and I have encountered the following unexpected behavior: District Loan Detail Dashboard On the initial display of this screen when we click "Run Drill-down" button, the 2 parameters from the Cube View do not get passed into the Business Rule correctly. As shown below in the error message:   It passed in GRP_16 which was from the previous "Run Drill-down" process, instead of the selected row's value of GRP_26 (UD7: "26 - Principal", Flow: "EndBalLoad"). So on initial display, clicking on the first row, which is already selected, does nothing and passes the incorrect (previous) values from the cube view. I have to click on a different row and then back to the first row to get the correct parameter values passed to the Business Rule. If only one row is in the cube view I will never be able to return the correct results because it is passing the incorrect value.   This issue has been present ever since we upgraded to version 7.3.3 from version 6.4.0.   We

Hi all, I'm trying to figure out how to insert a field within my report's Group Footer that would perform a calculation on other Group Sum fields. In my Group Footer, I'm summing up Contract Amount and Contract Margin fields from the Detail band. I would like to calculate the Margin % based on these sums and have no idea how this is done.  Any advice would be greatly appreciated! Cosimo    

 we have a query where we have a list of Tasks that are running one after the other but are not linked, and if one of them fails for whatever reason, the rest of the tasks also stop running. We have been informed by OS that this is not possible to configure this behaviour within the specific task or Data management so we can control which tasks stop and which ones need to be completed in case one of them fails. We believe this makes sense to have a parameter / setting to set against each individual tasks if they just stop running or continue to completion in case of of the other tasks fail. At the moment they all fail when there is an error.  

Dear all, Is there a way to block the consolidations if a technical parent is picked? There's a CubeView having the entity tree in rows and consolidation levels in columns. I'd like to only block all consolidations that have a technical parent (this would just polute the database). Is there a code example that could do this?Thank you for the help.Best regards,Carlos

Hi! I am building a CubeView and currently exceeding the 4 maximum column overrides. To work around this, I am thinking the next best option is to build a business rule or UD8 calculation that combines multiple formulas but need help putting together the language (unfortunately, coding is not in my wheelhouse). Does anyone have a current business rule or UD8 calculation that I can utilize that subtracts one column from another for multiple criteria? For example, below is what I currently have in the Column Overrides. I think I would still need to put the UD8 calculation in an override because of conflicting GetDataCell formulas in my rows/columns but because there are various views (QTD & YTD) and scenarios (Actual & PYRates), ideally would need to combine some of the formulas together in the calculation as to not exceed the 4 maximum overrides. Hope that makes sense. All of the column references is a gross margin calculation. For example: QTD_CY = Current quarter gross margin

Originally posted by Mark Williams I have created a PDF book that loops over a large group of entities and has a page based on a cube view for each entity. Around 10%-15% of the pages are blank.  Is there an easy way to have the book skip pages for entities with no data?

Does anyone know if a Cube View Extender Rule can be used to dynamcially change a Header Text selection on the Cube View (i.e. Name, Description, Name and Description)?  I am trying but it does not seem that this option can be changed but maybe someone has had better success.

hi, I am trying to insert a chart into a Word xfdoc from the Word Insert menu and completing some data points, which I can do.  However, when I try to run/process the document out of OneStream it gives me an error message: Entries cannot be opened multiple times in Update mode.  Is a native Word chart not allowed?  The data is not linked to OneStream (although that would be ideal).  Is there any Event handler to work around this?  I'm in 8.0, not sure if this is available in Narrative Reporting in 8.2+?thanks,Greg