OneStream Platform Forums

hi All, good day. I created a Book using cube views reports and App database files (text editor file including DOCSVARIABLE), I used a filter in time dimension to select the period, when I run the book, even in preview, I select the period and the cube views refresh the data but not the App database file; do anyone knows if I need to do something for refresh the text editor?   also if I change the text editor adding or modifying the cube view, the file delete the new cube view and the modified; is it a bug?   Thanks in advance and best Regards

Hello,We are trying to find the best way to determine if a user is using web-based or Windows App OneStream environments to customize a dashboard experience. For now, we are using the si.WebServerURLByClient to determine this which works but seems a bit clunky. Is there a better call to determine which environment a user is in? Thanks in advance.Brett

I need to automate a process of Extracting certain Dimension Descriptions into a Comma Delimited text file for exporting into PowerBI.  The application extract puts it into an XML format, and I need it into a comma delimited file.  Any suggestions?

Good afternoon, I need help with translating a balance account. We set it up to calculate job to date and load its local currency value, then I wanted to translate it using a job to date rate (also setup as the balance account). The formula attached to the account is for every foreign base entity executes this: api.Data.Calculate("A#JTD_COST:V#YTD:F#EndBalLoad:U8#None:C#USD = RemoveZeros(A#JTD_COST:V#YTD:F#EndBalLoad:U8#None:C#Local * A#JTD_FX_RATE:V#YTD:F#EndBalLoad:U8#None:C#Local)",,,,,"U1#Active.base")   The problem is that when I set the original account with  Formula Pass then I get an error during the consolidation suggesting the invalid destination data unit in script. When I don't attach any Formula Pass then nothing happens at all.  Any suggestions what I miss or how else  balance accounts can be translated? Thank you, Ola     

Hi All,In your OneStream implementation, how many environments do you have?  Dev, UAT and Prod?Or do you also have Pre-Prod environment that is common in ERP systems?Also, in the UAT environment do you also have copy of data so that when testing happens or developers need to test the changes - there is enough sample data to test?Would you consider brininging data from Prod, randomize it and load into UAT env so that UAT env data at all intersections as Prod?Thanks!

Here is the scenario: I have a Combo Box that holds value "Summary View" and "Detailed View". Based on the combo box selection value in the dashboard, the CV columns needs to update dynamically in CV. Summary View should have all columns except "Variance" Column. And when Detailed View is selected, This should have all columns including 'Variance' Column. The tricky part is that these are shared columns from another CV. And we already have a formula for 'Variance' column in XFBR. In Short: When Summary view is selected, Variance column should hide and when Detailed View is selected, all columns should show up! Any idea or a suggestions are greatly appreciated! Thanks. 

Hi! We are trying to control the size increase in our production application. We know the growth comes from: Stage tables that allow users to drill down and back onto source data. Data records Audit tables (they can grow a lots if they are recording continuous changes to rules, data for example) Logs which will impact Framework database growth (task activity and error logs, will vary depending on the detail login set in BR, DM and on the system configuration as well as your retention policy) Load transactional data, which will increate your data units and data records unnececarily, which BIBlend should be used for this type of data load instead of loading it to the finance cube. We have analyzed it and we realized the StageAttributeTable and other stage tables has a significant size. Has ayone performed databse maintenance by deleting data from the stage tables? Is it possible to do that while keeping the cube data intact and workflows completed? Any ideas or best practices regarding

  Is it possible to add members to both main and alternate hierarchies using EventHandler from source. Was not able to achieve using existing code. Below code is being used to add new members from source to the Flow dimension which works for main hierarchy but not adding under Alternate hierarchy, any help is appreciated. The new member needs to get added under both parents below     Dim flowDimName As String = "Product_Attributes" Dim flowMF As String = "F#TopProductAttributes.Base" Dim flowLookup As Dictionary(Of String, MemberInfo) = Me.CreateMemberLookupUsingFilter(si, flowDimName, flowMF) Dim ExistflowLookup As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, flowDimName, flowMF, True) Dim flowAddedMembers As New Dictionary (Of String, String) 'Set the parent to add new FLOW Members under       Dim tFlowColIndex As Integer = (objTransformer.TransformerDimensions(StageConstants.MasterDimensionNames.Flow).DataTableColumnIndex) + S

Hi everyone!!I am trying to share a total amount that is calculated form one cubeview to another but it will not let me if I do not bring the source rows for the calculation (From the 1st CV to the 2nd) but I only want the totals. (If anyone knows how to do this great!!)My other alternative is to bring those rows and hide them. Does anyone know how to do this?Thanks!!! 

Hi All,We have a parameter attached in the entity POV of all our cube views, and it works perfectly on base level. However, not in the review level workflow.Is there a way to include dependent entities in a review-level workflow via XFBR String? The entities in the review level are dependent, coming from the assigned entities in base level workflows underneath it.I have tried using objList = BRApi.Workflow.Metadata.GetDependentProfileEntities(si, profileKey) with no luck. Perhaps I am missing something.Bound list has been tested as well, and attaching the parameter in the POV of a cube view, only works in the base level workflows as well.  When the workflow is a review, it will show a full list of entities that we do not want. Is there a way through the XFBR string and parameter in the member dialog?Appreciate all suggestions.

Hi everyone, I have a business rules that is triggered through a dashboard. This Business rule is looking at a True/False parameter. How do I add the parameter to the dashboard and with a dropdown list showing the valid values (true/false) that can be used to save the value to the parameter? Thanks in advance,

I need a BR to help me schedule a Task Manager Refresh through out the day. Anyone have something that has worked for them? Cant find an BRApi that addresses this.

I would like to build a business rule that will execute when user attempts to submit or quick-post a journal. The rule will check that correct Flow dimension member had been used and display the message to the user if that is not the case. If anyone has something similar in use, can you please share. Any advise will be greatly appreciated. Thank you! Yan

Hello Community - Looking for extender BR to automate by coping bunch of csv files under file share folder on to external Azure storage, any help is appreciated. Thanks.    

I have an issue, since we migrated to V9, OS is adding on its own a space after transforming a member and this prevent us from loading the data to the member. (This is in the validation step when it fails)Data source has been checked, adjusted, and tested in many ways. The extra space doesn't come from here.Transformation rules have also been tested in many ways, and the space is also not here, we event tried one-to-one, masks, all ,and this is not the issueThe error is only happening with 2 UD3 members US4 & CA4 both ending in 4, I created a fake one for testing "US41" and this one works fine. I have been checking with OS support, but they just want to repeat over and over the same testing we already did with them on a callTo me, after checking all that I could, seems like a bug in the new V9.1, but if anyone has any ideas please let me know.

I have configured a datasource where TextValue is taken from a column of a flat file to be loaded, the file loads well from the Import and I see the text for each loaded row, but I have not been able to display it in a CubeView, is this possible? 

1) Is C# now widely used for Business Rules?2) Is there any plan to support C# in member formulas?3) For those who moved their business rules from vb.net to C# - why you did it and what benefits you get out of it?4) In OneStream - is there anything that one can do in vb.net but can't in C#? If so, what are they?Thanks in advance for sharing your experience. 

I can't seem to figure out why the CreditAmount  in the JournalLineItem  isn't reflecting the number that I assign to it. It's always zero no matter what. Is anyone experiencing this issue? see my code below. Sub CreateJournal(ByVal si As SessionInfo) Try 'Set up a new journal header. Dim journalObjectHeader As New JournalHeader() With journalObjectHeader .Name = "Test_Journal" .Description = "This is a test journal" .WorkflowProfileID = si.WorkflowClusterPk.ProfileKey .MemberIds.Scenario = si.WorkflowClusterPk.ScenarioKey .MemberIds.Time = si.WorkflowClusterPk.TimeKey .JournalStatus = JournalStatus.Working .IsSingleEntity = False End With   Dim journalObjectLineItems As New List(Of JournalLineItem)   'Create the first journal line item Dim jnLineItem1 As New JournalLineItem With jnLineItem1 .EntityId = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "100_US") .AccountId = BRApi.Finance.Members.GetMemberId(si, DimType.Account.Id, "10220030") .FlowId = BRApi

Hi All, I'm having a hard time running a book that creates a pdf by entity in an automated fashion.  I've created a book with a loop calling a file which is a book of cube views.  Running that book individually works well.  When running the book that contains the loop, it works fine when saved as a .pdfbook but the problem I run into is that it times out due to processing time when I try to run it for multiple entities.  The book is about 80 pages or cube views.  So I created a .zipbook version of the same book with said loop to run it from Data Management in the background.  The problem I'm now running into is running the .zipbook version creates 80 pages of blank reports rather than the data I saw in the .pdfbook.  If anyone has any suggestions, I'll take them.  Thanks!  

We are currently in the process of upgrading to OFC  PV840-SV112 and just applied the upgrade to our Customer Acceptance Testing Application where we have our imports and matching running daily.  However, the amount of data imported is much less in this applicationas it is using a test database to import the data from and one of the matchsets has not imported any data for many months. The matching step for that matchset erred out a couple of days after the upgrade with the message "The supplied Workflow Time is more than 3 periods after the last import period".  We discovered that if we loaded just one "dummy" row for the matchset that the error stopped happening. My questions are - has anyone else noticed this?   And, if so, is there a setting somewhere to either turn this check on or off or increase the number of months that it looks back? Thanks for any information you can provide.

I'm looking copy an existing data adapter (screenshot below) from the RCM solution into a different workspace and use it within BI Viewer for custom dashboards.  I believe the 'GetReconsWithStatusGridView' function is stored within the 'Services' assembly folder and 'ReconService.cs' is the file within the folder that needs called.  I have 'Is Shareable Workspace' set to True. Since the method query references WSMU, I need to update that in order to properly call the underlying business rule. That's the part I'm having trouble with.  I've tried a wide variety of syntax to no avail.  Examples: {Workspace.OFC.RCM}{GetReconsWithStatusGridView}{AccountFilter=...}{Workspace.OFC.RCM.Services}{GetReconsWithStatusGridView}{AccountFilter=...}{Workspace.OFC.RCM.Services.ReconService}{GetReconsWithStatusGridView}{AccountFilter=...}Does anyone know the proper syntax to place in my copied data adapter? Are there any other steps I need to take to properly refe

Data Management Access SecurityPlease share your expertise to set up a Cube's Data Cell Access Security / Slice Security to limit data read access as outlined below: Dimension: U1# - GeographyTotal_Geography = Child 1 + Child 2 = Total / Top         North_America = Child 1 / NA         International = Child 2 / Int'l Slice Security: Access Level - Read Data by Geography - in a CV and a QVTotal_Geo_Data = Read Total data | Read NA data and Read Intl data         NA_Data = Read NA data | no data access = International and Total         Intl_Data = Read Int'l data | no data access = North America and Total TY for your practical advice - SMEs. U1 Dim: Geography.  

Hi, we have a user that is receiving the following error message when trying to run a report in the People Planning module. I cannot recreate the issue as an admin, it's working fine for me... What is quite odd is that the reports worked fine for her up until a week ago.  Possible solutions we already tested: (1) Reset IIS (2) validate no changes in security (3) log out and back in. Has anyone ever seen this before?   

Hi.  I have a cube view / customer sales report where I can get my top ten customer sales, and I have a row that has the total sales.  How can I make a row to show 'All Others' so I can foot the lines to the total sales?  I've tried a CVR calc but it pulls in the top customer only.Thanks,Brian

We’ve been getting reports from our users that the Excel add-in is crashing. It happens most often when working with files on shared drives, files that contain links to other files, or larger workbooks. The behavior is inconsistent, sometimes everything runs fine, and then the same test will crash another time. When the same files are stored locally on their machine, the issue is seen less often. However, this isn't a feasible work around with our group. The issue feels more widespread since our upgrade to 8.5.1. We’re currently on Excel add-in version 8.5.1.17017. Curious if anyone else in the community is seeing the same pattern with their users? Would be great to compare notes and see if this might be a broader issue. Thanks for any feedback or suggestions!