OneStream Platform Forums

I'm looking to call a business rule that is located in a different workspace within Assemblies but am unsuccessful.  The first screenshot below shows my DM step configuration.  The business rule I'm trying to call is an out-of-the-box rule within the Financial Close solution. The second screenshot shows the workspace (namespace prefix = OFC), the assembly (RCM) and the business rule (DiscoverRecons).  The third screenshot shows the tool tip when you hover over "Business Rules" on the DM step.  I've attempted many variations of the yellow highlighted syntax, always returning an invalid business rule error.  The fourth screenshot shows the out-of-the-box DM step I'm emulating.  I used this to verify the parameters I'm passing in work which they do. I've ensured that both the current workspace and OFC workspaces are sharable and include the shared workspace names.  Does anyone know the correct syntax to call this rule into my DM step? Screensho

The ColumnDisplayType property has two options: WorkflowStatusImage & OneStreamClientImage. I am looking to leverage one of the two options, but have found minimal documentation on them.  What I have found, is that the WorkFlowStatusImage is related to values in a Status column like "2" equals a green circle, "10" equals a red circle.  This uses the XFClientImageTypes library. I am not sure how to leverage this library and populate my SQL table/grid view with one of these status images/icons.  Any assistance is appreciated. I have the status column value equal to "2" or "10" but I can't get the icon/image to display on my grid view component.

Hi everyone,I'm having an issue with a cube view. I have a column whose parameter is E#GroupEntity.Base. When launched, it shows one base entity per column, with its respective data.I need to place a new column at the end of the cube view that sums the values of all the base entities. I tried to use the CVC function to sum columns, but it only sums the data of first base entity, ignoring all the other base entities.Is there a way to achieve what I need, and if yes, could someone please help me? Thank you!

I am creating an alternate roll-up of our accounts for some specific reporting which requires that certain accounts only return data for specific departments.  What is the best way to do this?  I tried using a dynamic calculation to create new accounts that filtered on UD2 but it did not return any data.  The formula that I used was   Return api.Data.GetDataCell ("A#61550:U2#Dept48")

Hi All,Just curious if anyone has had success pulling data (SQL) from D365's Asset Ledger to get the continuity / movements for Fixed Asset accounts?  In other words, it would provide the Flow movements like Additions and Disposals for the Fixed Asset accounts to justify the change in the Balance Sheet account balance.Has anyone ever successfully done this, specifically using SQL from D365?Thx,Mike

Is there a method or tool that can edit dashboard frames (names) in bulk? I would like to create a base dashboard template that would include headers, content, and footers. This would be copied & pasted to separate maintenance units and then customized for each dashboard.  Is there a way to bulk-edit dashboard frames, or assist with copying & pasting dashboards without renaming them one by one? The only way I know of now is extracting to an XML and changing the text through notepad.

Hello- Is there any reason why the below if , then, else statement is not working correctly? Val2 has data when I only return it in a test dynamic calc, but when incorporated into the below formula, it is reading a zero for Val2. Any help would be greatly appreciated:  

Hi all, I'm triggering a DM job using the REST API. The job is running a business rule. I handle errors in the BR but I need to actually return the success or failure as a response to the postman request. Right now, I get a success message no matter what happens in the BR. Thanks in advance!

Hi.  I have a lot of changes to consolidation percentages (example : the consolidation % changed in 2024M9 to 60%) to various entities with a time stamp (i.e. history already has default was 100%, then 2023M1 it changed to 80%).  However,  I cannot just slot the changes into an xml file and load it otherwise it will wipe out the history of the consolidation percentages for those entities and the only info remaining will be the latest  change loaded (2024M9 at 60%).  Is there a better way to do it than to extract all the ownership information and manually add a new line per entity in the xml extract. 

We have some group of base customers under different parents with text property, and we are planning to block input to those customers in all the input forms if we use dimension property Allow input 'false' then it will block input but after that update during close FPA team should do adjustments for those Customers. Can we do it with irrespective of that dimension property false update. Is there any option that without updating input forms (CUBE VIEWS) with customer (UD2) parameter or with the help of business rule can we override that dimension property Allow input 'True' by running DM Step for certain customers when we give them in DM JOB and revert again to false after inputs through DM step. Please suggest your solutions. 

I have created an SQL table editor component for one of my applications.  One of the columns in the SQL table can be updated by the user, and is tied to a parameter that is used as a dropdown by the users.  However, if the user tries to update that column in two rows to the same value only the first row will be saved, but if the two rows are populated with different values from the linked parameter the table is saved just fine. Has anyone else experienced this?  Has anyone discovered a workaround? Thanks, Tom R

Hi all, I'm currently developing a dashboard that will likely be used by multiple users at the same time. Users will be able to set some initial parameters within the dashboard, and click on a button that will trigger a BR that will return some output rows within a table in the database. After the process is complete, the user will be able to see the output rows through the following SQL Table Editor:the parameters that you can see in the "Where Clause" are literal parameters that are set from within the BR when it is triggered by the user (using BRApi.Dashboards.Parameters.SetLiteralParameterValue()), and their value depend on the initial parameters that the user selected in the dashboard.The problem is, I saw in some posts within the forum that literal parameters are "common" to all users, so every time one user will click the button and launch the process, the literal parameters will be changed. This is a problem, because we expect users to use the dashboard simultane

I'm driving myself a little crazy at the moment.  Sometime in the last few days, I stumbled across a Community Post (I think) about how to use System.Reflection to programmatically list OneStream API object methods, overloads, parameters, etc. At the time I saw it, I thought "Oh, that's cool!" and remembered that if I needed to find it again, I just needed to search for "Reflection" in community posts.  Well, for the life of me, I can't find the post again.Does anyone know of a post that describes how to use System.Reflection's methods, like GetMethods on OneStream API objects?  I know I'm being lazy and could work out the code myself, but what I read had already worked out the BindingFlags and other parameters on the calls that were specific to OneStream.

Hi everyone, I'm working on a Business Rule in OneStream and could use some guidance. I’m trying to build a rule that targets a user-defined parent rollup within the Entity Dimension. The goal is to automatically remove the relationship between that rollup and any base-level child entities whose name or description contains a specific keyword — in this case, "YS". Here’s what I’m aiming for: The rule should accept a parent rollup name (e.g., Global_excl_YS) It should loop through all children of that rollup If a child is a base member and its name or description includes "YS", the rule should "remove the relationship" Parent or intermediate rollups should remain untouched I’m planning to implement this as an Extensibility Business Rule, but I’d love to hear if anyone has done something similar or has tips on best practices for metadata manipulation in this context. Thanks in advance! ' Define dimension and parent rollup as parameters or hardcode here         &nbs

I am trying to write a query to the FxRates application table however, I cannot find a function to obtain the FxRateId as seen below. I see that the ID changes based on the year and not just the rate type. 

Hi everyone, Just hoping for a few pointers in case others have come across this before... I have a "Group Overlay" workflow set-up specifically to post central adjustments at year-end (for tax purposes mostly). It works fine as it has a specific workflow channel assigned meaning that the group tax team can review numbers submitted by businesses after they have been completed and then overlay group adjustments without having to unlock/uncertify the indiviudal workflows. However, I want to be able to run confirmation rules within this group adjustment workflow. I haven't got this working, here are some of the things I've found. Has anyone else done something similar? If so I would welcome your ideas! - The adjustment workflow has no entities assigned to it, but it does have "Can load to unrelated entities" option ticked" to allow adjustments to any entity in the group - Because there are no assigned entities, the normal confirmation rule logic needs some tweaking I think as there are no

I'm building a Data Management step to export data, and I need to set the time filter dynamically.For example, if the scenario is Budget_Final_FY26, the export should include 5 years of data: the current year, plus current year +1 through current year +4.The challenge is that I don’t see a way to directly use “current year” in the time filter. My idea is to substitute the time filter with an XFBR string that pulls the current year and applies it dynamically.Has anyone implemented something similar, or is there a recommended approach for handling this?

Our cube view cash flow reports were built using an account hierarchy and includes parent cash flow accounts to rollup base accounts.  The cash flow reports were originally built on a YTD basis.  Later the view parameter was changed to also generate cash flow reports on a QTD or MTD basis.  The QTD and MTD cash flow reports reflect the correct calculated movement of balance sheet accounts for the parent cash flow accounts, but still reflect YTD calculated movement for the base accounts.  Any income statement accounts included in the cash flow reflect the correct YTD, QTD or MTD amounts for the parent cash flow and base accounts.  OS Community - Does anyone have a similar cash flow report build including options to generate the report QTD or MTD and solved obtaining QTD or MTD balance sheet base account calculated movements?

We are designing a planning solution where overlays will be used across accounts with very different levels of dimensionality.For example:Some accounts have minimal dimensionality (straightforward base members for input).Others require navigating through multiple UDs before reaching the base intersection.Ideally, I’d like users to be able to choose their drill-down path until they reach the correct base intersection for data entry.Has anyone implemented a design pattern or approach that balances these differences effectively?

We have a business rule that, after loading data, runs a Process Cube. When using this with the batch harvest API, it behaves pretty much as expected in that, after the process is complete, it returns a status and execution time and all that. However, I have grown to dislike the file clutter that results from years and years of harvest file processing and I'm updating the code to use the BRApi.DataQuality.Process functions. Both ExecuteProcessCube and StartProcessCube can be used for this with the main difference being the objects needed to kick them off and the object types they return: Start returns a TaskActivityItem and Execute returns ProcessCubeProcessInfo. Superficially, I could walk away from this effort right now and it would work but I've noticed one really annoying issue: neither returns a real status of the process itself. This appears to be because our Process also runs a Calc. Both Start and Process "succeed" nigh-instantly while the Calc continues to run for five more mi

Dear Community Members,Has anyone experienced information in the log being redacted. I found this in the latest documenation.However, i see no pattern of what is considered sensitive. I have a data table dump in the decimal positions are redacted.I am logging the keys and values of two dictionaries. in both dictionaries the value is an integer.  One value is shown while the other value in redacted. Both values come from a text member of a dimension member. In other cases i am logging the name of the business rule and the name of the function. Sometimes the RULENAME is redacted, sometimes it is not.  Which leads me to believe that the logic thinks that the name is sensitive?!  Is this sensitivity controllable maybe on the app settings on the server? Cause it seems overly sensitive or plainly wrong in determining what is sensitive and what is no.

We have several applications calling OneStream data adaptor via Rest API. Very frequently and randomly the connection fails with a 500 error. If we wait and retry the connection is successful. We have not been able to find the root cause.  We observed that when the Rest API has 2 entries in the Log Activity table in OneStream the connection is successful. The screen shot is from the Logon Activity table in OneStream. Every so often the connection fails with a HTTP 500 Error and we observed that only one the set is entered in the table. Have any of you encountered this type of issue.     

Hi Folks, We're just starting on a OneStream SaaS implementation to replace HFM. We're far from the stage of actively working on any data integrations yet but I'm already starting to think about how things will hang together and how data will potentially flow in the future state of things. Two of the downstream feeds that we currently receive in our HFM system are companies which are current users of OneStream SaaS. Just thinking at a very high level for now, does anyone know if there are any ways downstream systems could submit data to us without punching out to the internet e.g. using Azure Private Link service and staying within the Microsoft network (or some other networkey magic)? High level pretty picture :) Obviously we wouldn't be able to configure this ourselves as this is SaaS but I'm interested to hear if anyone else has any experience exploring this or anything similar with OneStream SaaS and if anything like this is even possible in the SaaS world. Regards Craig

We have several applications calling OneStream data adaptor via Rest API. Very frequently and randomly the connection fails with a 500 error. If we wait and retry the connection is successful. We have not been able to find the root cause.  We observed that when the Rest API has 2 entries in the Log Activity table in OneStream the connection is successful. The screen shot is from the Logon Activity table in OneStream. Every so often the connection fails with a HTTP 500 Error and we observed that only one the set is entered in the table. Have any of you encountered this type of issue. 

Hello, I wrote a simple formula for Wip Rev that checks the amount in Earned Revenue (that is calculated too) and calculates the difference between its current value(POV)  and prior year end value(POVPriorYearM12) - this part worked, but then I added a conditional statement saying that if Earned Revenue is zero then Wip Rev should be zero too else run the math (POV - POVPriorYearM12) and only first part works, but math doesn't.  I tried a similar statement for the dynamic calc and I was successful, but here no. Please let me know if you can look at the statement and suggests what is wrong... thank you