Halfway There: First Round of Ask the Expert Video Answers Are In
Discuss the features and functionality of OneStream.
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Hi, Is there a way through cube views member formulas or any other means to combine two scenarios? For example when reporting Actuals vs. Plan we now have a Plan_1.0 and Plan_2.0. Rather than creating a new scenario to combine the two - is there a way to report on Actuals vs. (Plan_1.0+Plan_2.0)? Thank you!
Hi! I have this cubeview with the filter member below When I export to Excel, I would like have the columns header filled with the dimension name "Entity" and "Consolidation" Someone can help me?
Hi, right now we have a bunch of Forecast scenarios that have a time span of two years, example: Jan 24 to Dec 25 Is it possible to lock some inputs in one specific year? The forecast process has a period where some entities are adjusting some keys and they only should be able to do it in the second year (2025), not the first one (2024). Any idea?
Hi Everyone. What I want to do is restrict access to certain ICs so that some users cannot view them ,currently, even after changing permissions, they still appear. Therefore, I would like to know how to implement a solution where only specific intercompany data is accessible to a user.
I am storing a record in one of the OneStream database tables, but once stored, I am unable to view the component on the OneStream page. I need to refresh manually multiple times or modify another component to see the changes. Could anyone please help me resolve this issue? Thank you.
We have a requirement to have daily backups for our applications for a period of 15 days. OneStream cloud offers point in time backups up to 7 days and only weekly backups past that period. I know how to back up artifacts/metadata in OneStream but not sure how to back up data. Does anyone have any ideas on the best way to create a data back up?
Can anyone tell me why our standard journals are reversing every month? I thought that you had to select 'auto reversing' type for reversing and standard would therefore not reverse?
Hi Team, I am building a cube view with 8 columns and need to set up the color formatting to it which is yellow color for total values in first 4 rows/columns and red for negative numbers , green for positive numbers in the next 4 rows/columns , can anyone suggest. Thanks in advance.
Hi, is there a way to completely validate data cell access for a user in a BR using the api? I'm looking for something that would run the same logic as you would expect from a cube view, basically validating cube, scenario, entity and sliced security at the same time. I would expect a method that takes a user and a datacell object and returning true/false or similar.
Is it possible to create a report that shows all of the Business Rules within an application and where in that application each business rule is being used?
How to enabling tree expansions (+) in columns? This functionality works on rows when using the member filter (.tree), but it does not work on columns. Any solution? Please.
Hi All, We have variance calculated column working fine for account members for all account types except for Dynamic account type members when we use the below formula. Do we need to do something different for Dynamic calc members to calculate variance correctly? Return api.Data.GetDataCell("BWDiff(U8#None, U8#None:T#PovPrior1)") Thank you
Hi Team, Is there a way to copy data from base entity member to parent entity member at O#AdjInput and at different scenario for ex: i have data setting at base entity at O#Import,S#Actual, now i want to copy the same to Immediate parent entity at O#AdjInput, S#Actual_Test. Please let me know if any one as any solution. Thank you in Advance Satish P
Hi Everyone. I would appreciate some help in understanding how the DataBufferCellPk works in the following code, and in general. I’m currently reviewing a business rule where entities are charged to others—essentially an allocation. However, I haven't found any use of CALCULATE or similar functions that would typically handle this process. This leads me to believe that DataBufferCellPk might be responsible for it. Could you please assist me in understanding this better and provide more context on the issue I'm trying to resolve? Dim dbcpk As New DataBufferCellPk( mbrRefIdAcc, mbrRefIdFlow, intOriginId, mbrRefIdIC, mbrRefIdUd1, mbrRefIdUd2, mbrRefIdUd3, mbrRefIdUd4, mbrRefIdUd5, mbrRefIdUd6, mbrRefIdUd7, mbrRefIdUd8 ) 'BRApi.ErrorLog.LogMessage(si,$"Valores de DataBufferCellPk 2023M3: MbrRefIdAcc: {mbrRefIdAcc}, MbrRefIdFlow: {mbrRefIdFlow}, IntOriginId: {intOriginId}, MbrRefIdIC: {mbrRefIdIC}, MbrRefIdU
Hi there, I'm looking an example using the "Specific data filters". So far, I can filter the data using the "combinations of data filters" in the previous step as expected, but I need to be more specific on the data combinations to export. Does anyone have used it? For instance exporting: A#(subsetA1):F#(subsetF1) A#(subsetA2):F#(subsetF2) and do not exporting: A#(subsetA1):F#(subsetF2) A#(subsetA2):F#(subsetF1) Thank you Best regards, Carlos
How do I set up a task in the task scheduler to run as Administrator and not as me? Thanks, Scott
Dear community, Is there a way to name (:Name("test")) a column when the columns in a CubeView is set by a parameter (Application dashboard) which is referencing to a business rule? I want the last member to be renamed from description "2024 Q2" to a name I choose "2024Q2 YTD" Public Function GetFCTCVColumnSet(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As String Try Dim CurrentScen As String = args.NameValuePairs.XFGetValue("SelectedScenario").ToString.Replace("'","") Dim CheckFct As String = CurrentScen.Substring(0,8) Dim CheckFctSubstring As String = CurrentScen.Substring(0,12) Dim TimePeriods As String = "" Dim CurrentScenYear As String = CurrentScen.Substring(CurrentScen.Length - 4) Dim CurrentScenNextYear = CurrentScenYear + 1 Dim CurrentScenNextNextYear = CurrentScenNextYear + 1 TimePeriods = "T#" & CurrentScenYear & "Q2:V#Periodic:U3#Top:U4#Top:U5#Top,T#"
Hello All,We have setup People Planning for 24 periods. We need to import the data into a cube across 2 years/24 months.Wondering the best approach.We have flagged Allow Loads After Workflow View Year as "True".We have tried using "Range" in the Workflow Tracking Frequency.This approach works, but the fact that we can't change time periods in the Scenario, creates some monthly and annual process management issues.Anybody use an alternative approach?Thanks,Scott
Hi Team, I am building a cube view with account in rows. In columns i need entity and UD2 dimension members but the columns names should change as entity members and UD2 members based on choosing the parameters. I have tried Primary dimension type as entity and nested member expansion primary dimension type as UD2 but i am unable to achieve my requirement, can anyone please suggest . Let me know if any questions. Thanks in Advance.
Dear community, I need to send data over another external Azure SQL table. What are the ways (and possible business rules ?) to do so especially if this external table hasn't been configured as a regular "external table" by onestream ? Regards,
I have a BR that is setting a value in a member's text3 field. In doing this I have the following code which appears to NOT save the member description so it is being cleared. BRApi.Finance.MemberAdmin.SaveMemberInfo(si, PDOToUpdateInfo, True, True, False, TriStateBool.FalseValue) I changing the False in the line above to True, the code compiled with no errors, but at runtime I received the error " Error updating member 'IT_PGM_1038_27'. Invalid parameter. Descriptions, IT_PGM_1038_27." What am I doing wrong? I can send more of the code if that would be helpful.
Hi, In the GetTableView function of a Spreadsheet BR, I extract data from a database table (XFW_TLP_Register). For a numeric value (e.g. NCode1) negative numbers are by default extracted to Excel as varchar (with “,” as decimal separator) and positive numbers as numeric values (with “.” as decimal separator). Hence, the value cannot be submitted back since it’s trying to submit a text value into a numeric database column. If I cast the column (in my SQL query in the GetTableView function) to numeric it works but then it will not display digits in the Excel. Any idea how to solve this?
Hi OSAdmin, We have an external database connection setup with OneStream and the external database has both detailed(transactional) and Summary data table/views We have a requirement from Business to get the detailed data dump within OneStream as a report which the users can download for further analysis and restrict the user based on their OneStream Workflow/Entity access To achieve and restrict the detailed (transactional) data duplication at OneStream end, we have created a data adaptor that fetches the detailed data based on Parameter selected by user from External Database and the data adaptor was used in to dashboard through grid view, pivot grid and BI Viewer components, for low volume retrieval are working as expected, as soon as the volume goes beyond 95K records we get "Stream was too Long" error. Any insights from Admin and OS Community would be helpful Thanks Vishal Pai
Using this function: 'Get Workflow YearDim myWorkflowUnitPk As WorkflowUnitPk = BRApi.Workflow.General.GetWorkflowUnitPk(si)Dim wfYear As Integer = BRApi.Finance.Time.GetYearFromId(si, myWorkflowUnitPk.TimeKey)Dim dt As New DataTabledt.Columns.Add("Display")dt.Columns.Add("Value")dt.Rows.Add("Jan", "1/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Feb", "2/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Mar", "3/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Apr", "4/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("May", "5/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Jun", "6/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Jul", "7/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Aug", "8/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Sep", "9/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Oct", "10/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Nov", "11/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Dec", "12/1/" & wfYear & " 12:00:00
Hello, Does anyone have experience linking a dashboard chart built with BI Viewer in Powerpoint via alt text? We tried including it as a BI Viewer or Chart component, but the chart does not appear in the Powerpoint. {XF}{Application}{BI Viewer}{MyComponentName}/{XF}{Application}{Chart}{MyComponentName} PageNumber=1, CropLeft=0, CropTop=0, CropWidth=0, CropHeight=0, Zoom=100, MaintainAspectRatio=True, FillMode=Width, Anchor=TopLeft, IncludeBorders=False Much appreciate it if anyone could share some tips!
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