OneStream Platform Forums

Hello, I'm tying to read files from an azure fileshare mount as a disc unit in the same server  where SIC is installed. I guess this has to works as a disc unit C:/ but the business rule throws an execution error Could not find a part of the path 'z:\\Temp\\zw_2023.csv'. this is part of the code that I'm using Public Sub CleanupData(ByVal si As SessionInfo)Dim objRemoteRequestResultDto As RemoteRequestResultDto = BRApi.Utilities.ExecRemoteGatewayBusinessRule(si, "TestFile", Nothing, "remote_test", "DeleteOldFileData")If (objRemoteRequestResultDto.RemoteResultStatus = RemoteMessageResultType.RunOperationReturnObject) ThenDim result As Booleanresult = objRemoteRequestResultDto.ObjectResultValueDim objRemoteRequestResultDtoCached As RemoteRequestResultDto = BRApi.Utilities.ExecRemoteGatewayCachedBusinessRule(si, "TestFile", Nothing, "remote_test", 90) BRApi.ErrorLog.LogMessage(si, "File Deleted: " & result) ElseIf (Not (objRemoteRequestResultDto.remoteException Is Nothing))

I'm trying to convert a 5YP forecasting file into an XFD excel import file. Unfortunately the business currently plans by year and 'scenario' (UD5) on the column so it's not as simple as adding the xfd tokens in. This is a simplified example of the planning file: Has anyone got any prior experience of creating an xfd file with multiple dimensions in the columns? Ideally this would all be kept in one sheet, rather than splitting it one sheet per UD5. 

Hello, I'm having a lot of difficulties in trying to connect to my local gateway to execute a business rule that would insert values from a datatable into a local sql table. The examples providing in the documentation look incomplete or contain errors. My gateway is called : abc_gateway and redirect to my local machine which is online I have a custom database server connection which is redirected towards my local machine 'abc_local' My business rule that will invoke the BR on my local machine (this business rule currently sits in a workspace assembly) :   Dim GatewayName As String = "abc_gateway" ' Name of the GatewayDim SICFunctionName As String = "SIC_Functions" ' Name of the SIC Function to runDim RemoteMethodName As String = "RunOperation" ' Name of the method inside the SIC Function that will be called.Dim resultdatatable = BRApi.Utilities.ExecRemoteGatewayBusinessRule(si, SICFunctionName, Nothing, GatewayName, RemoteMethodName) Then I have a smart integration function in

There is different time zone between System - Security Logon time show 3.32pm (UTC+8) and in User Overview Dashboard show 7.32am (UTC). Possible synchronize showing same time zone which follow System - Security Logon time show 3.32pm into dashboard. Please advise how to update in dashboard. The rule is  Select Name, Description, Email,LogonTime --CONVERT(nvarchar, LogonTime, 110) as 'Logon Day' --DATEDIFF(dd,LogonTime,GetUTCDATE()) AS 'Days since last Log on' from secuser    

Hi All,   I am unable to clear the staging data even after doing " Clear" from import and "Clear all imported data from Cube" by giving right click on the period, Can anyone suggest how to clear that?     Thanks in Advance

I am creating a tableview and I would like to pull the timestamp of when all our sub-workflow profiles were locked. I can audit each and get the lock history so it is stored somewhere. We have our workflow profiles set up like this: Jan->Import->IC Matching->CAC->Close Month End (Certify Step)->Other reports->Close reports (Certify Step) Right now I can pull whether each step is locked using "BRApi.Workflow.Status.GetWorkflowStatus().Locked" and can get the timestamp of a profile with a certify step using "BRApi.DataQuality.Process.GetCertification". When I use "BRApi.Workflow.Status.GetWorkflowStatus().LastExecutedStepTime" it pulls a timestamp only for the top step and the certify steps (however in one of our dashboards we use this method to pull the timestamps of all our sub-profiles). This however is still just the last step done and not the actual locking time displayed.   Dim icInfo As WorkflowInfo = BRApi.Workflow.Status.GetWorkflowStatus(si, BRAPi.Workfl

Originally posted by Sue Termyna Is OneStream compatible with Citrix?  We are looking to have offshore resources access the Windows client and also use the Excel Add-in via the Citrix Virtual Desktop platform.

I have added below as improvement suggestion in IdeaStream. In have some cubeviews with page captions that give some details on the content, when I use a dashboard with Tabs in a workflow, the description of the Dashboard component becomes the page caption. Is there another place where I can add a caption? Example: Cubeview has Page Caption:  Outbound Freight Rates Direct Shipments from |CVUD2Desc| |CVScenario| |WFYear| in USD (Incoterms based on customer master data), it shows like this: Dashboard component cubeview has Description: Outbound Freight Direct Shipments and this becomes the page caption like below: I would like and expect to see the page caption as maintained in the cubeview.              

Hello,  I am wondering if there is a way to save cube view parameters for individual users?  For example if a user has a cubeview they run often and always have to select through several parameters, is there a way to set this up so they options are always saved and they can just updated the date? Or would this be something a book would be created for?   Thank you for your help!

My application has a weekly time dimension? I am trying to find a function that will derive prior weeks so I can calculate the Trailing8WeekAvg and Trailing26WeekAvg. I am able to get the last actual week via a literal value set by a combo-box. Based on the last actual week, I am trying to get the prior week. I have tried  api.Time.GetPriorPeriod(api.Time.GetIdFromName("2025W8") and it returns the prior month 2025M1 not the prior week. I also tried: 'Dim dPriorWk1 As Decimal = api.Data.GetDataCell("T#PeriodPrior1(2025W8)").CellAmount which passes the syntax validation but then returns an invalid script error. I have tried encompassing 2024W8 in [] or quotes and still get an invalid script error. I also tried V#Trailing2MonthAvg and V#Trailing6MonthAvg but they only work for Months. All suggestions are welcome. Thanks.

Hello,What are the factors one should consider while deciding between whether to create new cube vs using new scenario type in existing cube for different processes like Forecast/Budgeting etc. Will creating new scenario type would put any performance issues on existing processes (say for Actuals)?We don't use any extensibility currently in application, and only using Consolidation (Actuals) with Account recs.Thanks,Gaurav

Hi Everyone. What I want to achieve is a method for performing an allocation where a charge is made from one entity to another, or even perhaps just a different department within the same entity. I have been reviewing examples, but I have not seen one where this transfer is made and the amount in the source entity is adjusted to reflect the charge. Therefore, I would appreciate your assistance in implementing this in a Business Rule (BR) to accomplish something similar to the example shown in the image and the BR that I reviewed. Dim sourcePov As String = "E#A:O#Import:F#EndBal_Load:A#100001:UD5#ADJ" api.Data.FormulaVariables.SetDataBufferVariable("source", sourceBuf, False) api.Data.Calculate("E#B:O#Forms:A#100001:UD5#ADJ:F#SomeFlow = $source * 0.5", False) api.Data.Calculate("E#C:O#Forms:A#100001:UD5#ADJ:F#SomeFlow = $source * 0.4", False) api.Data.Calculate("E#C:O#Forms:A#100001:UD5#ADJ:F#SomeFlow = $source * -0.9", False) api.data.calculate(sourcePov & " = 0 * $source") ap

Hi all, I'm trying to create a CV with: - row1 Account.base and UD1.base - column1 Dynamic Annotation that return the Account description  - column2 Entity the output with this structure is:                                  Ent Acc UD1 DescAcc   10   Do you know if there is a way to have the following output Acc DescAcc UD1 ? so put the description near the account code (I use the Annotation since I would like to have the account description in a specific column) without move the UD1 before the Account in row?   Thank You!

Hello Community, I have an issue, hopefully someone has a solution. I started with this article: https://blackdiamondadvisory.com/library/breaking-up-is-easy/ to try to get a grid/chart that some users want. My problem is I’m trying to get it set up for so for the current year it shows two rows, one for Actual and one for Forecast, but only shows data for actual up to a selected period and only shows forecast for the periods after the selected cut off.  I’m trying to do that by selecting the U8# of “data” or “None”   Here’s what my rows look like:     Here’s my column as it pertains to these two rows (using overrides for the prior year rows, which work fine) Here’s the function which I think is working,   The issue is trying to pass the scenario in my XFBR.  Everything I tried is passing “Actual”.  I tried CVScenario, PovScenario, MFScenario (this one failed).  How do pass the specific cell or row’s scenario for consideration in a column Cube

Is there a way to achieve a 90 degree vertical orientation for text within a report header?  See example screenshot where the right most 8 column headers are vertically oriented. Looking to achieve this within OneStream reports. Haven't found anything within the standard formatting available.  Thanks

I'm using the action setting on the buttons parameter to pass a value, but nothing is happening. This button is used as a link to open a dashboard, that parameter is the id of the dashboard.

Dear community, It's an open question, hopefully you can forward this topic to other consultant and active people working on OneStream. The question is : how do you think is the best way to work on restatements ? Use Case : the customer load and input data, then validate them all and lock them, finally they report data for 2022. In 2023, they need to modify some of their input because they have more accurate data, which they will ultimately report on as 2022 (restated) in their 2023 reportings. Waiting for your anticipated feedback and thoughts on Workflow definition for this use case, eventually consideration for dimensions build. Regards,

Hi Everyone. how could I do the following getdacell through the data management, that is to say to obtain those specific departments, because when I leave it in all_departments in the data management it does not go through, then I would like to know what I can do to do things like this in the rest of the POV elements. Dim dataCell1 As DataCell = api.Data.GetDataCell("Cb#HLFPLN:E#41401_41402:C#INR:S#[Forecast 2023M2]:T#2023:V#Periodic:A#611900:F#None:O#Top:I#None:U1#D1309:U2#ALL_PRODUCTS:U3#COUNTRY_RPT:U4#ALL_PROJECTS:U5#None:U6#None:U7#None:U8#None")  

Hi, Does anybody know if there's a way to create Data Attachments using business rules? Something similar to this functionality, but in code: Thanks!

Hello, I am trying to add scroll bars to a dialog box that has 6 components.   Tried changing the layout to Horizonal and vertical stack with other settings.  This did not work and also asked the one stream experts . my team and appears there is no sure way of accomplishing this.  Is this possible in OneStream ?     Thank you, Sharon

I am trying to run a Custom FX translation rule on run a set of Account @HistoricalRate with Periodic Rule type.The function seems to be working fine for the direct Rule type but does not seems to be working for the periodic Rule type. any reason? Dim Accts As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(api.Dimensions.GetDim("Dim_Accounts").DimPk,"A#Equity.Base.Remove(A#CTA,A#CY_RE,A#Pr_Yr_RE)") Dim AcctList As New List(Of String) For Each Mem As MemberInfo In Accts AcctList.Add(Mem.Member.Name) Next If AcctList.Contains(api.Pov.Account.Name) Then Return New FXRateResult(False,api.FxRates.GetCalculatedFxRate(api.FxRates.GetFxRateType("HistoricalRate")),FXRuleType.Periodic) 'Does not work 'Return New FXRateResult(False,api.FxRates.GetCalculatedFxRate(api.FxRates.GetFxRateType("HistoricalRate")),FXRuleType.Direct) 'This works (Commented) End If  

Hi, we recently migrate to OS 8.2.2 and we are facing a strange issue with the cube view connection in Excel. When we refresh them excel takes a lot of tie to show them and it looks like it's building them slowly on the screen. Example:  Frist came the color of the column headers; Second the color of the row headers; -Third the text somewhere; and so on.  It's like that excel is building lively the cube view and calculating each cell including setting the style of each cell.  Any one with the same issue? We tried to open the same connection in the spreadsheet inside of OneStream and the performance was great.  Kind regards

Hi, I need to extract the Task Activity from 01/01/2024 until today for audit purposes. Do you know if there is a report or the best way to extract this data instead of extracting it page by page under the below Task Activity option? Thanks in advance!    

Hi all, Has anyone else experienced the following issue with "Save Offline Copy" feature in excel? If the user has "retain all formatting" set to TRUE in preferences, the file takes an unreasonably long time to save.  During my testing of the file (only 684 bytes in size), I waited over 10 minutes for save to complete and it never did so I had to kill Excel and relaunch every time. If that retain formatting option is set to FALSE, the file saves immediately. Interestingly it also saves with all the formatting as well - except for any 'superscript' font settings. Same behavior seen whether using Excel 32 or 64 bit.   Same behavior seen whether saving to local folder or onedrive folder This makes no sense.  Really all the save offline process should be doing is replacing all cells containing XF() functions, with the resulting values. Right?  And If I set retain formatting to FALSE, shouldn't it save without any formatting at all?  This setting doesn't seem t

Hey there,We have created a BI Viewer and we want to extract the BI viewer to excel but through a button in a different dashboard. Is there way to get the data in the Bi Viewer through a Business Rule, create an excel workbook and save it to File Explorer>Application Database>users>(userName) ?I know how to create a workbook from a dataTable or a dataset in the BR and save it, but I am having a hard time getting data from the Bi Viewer to the business rule.Thanks