OneStream Platform Forums

currently we are using standard time profile, we are planning to change the time profile to 5-4-4.  does it affect historical data? how can we achieve changing time profile? 

Originally posted by Graham HogginsI have created a Tabbed Dashboard consisting of a number of BiViewer reports.  Whilst I can export these manually one by one, I would like to be able to run and export all into a single PDF.   When creating a Book, the BIViewer components are selectable under the report Type:Dashboard Report/Component Name however when I try to preview the book, the PDF doesn't render anything and displays a blank page. Is there a different approach I need to take to accomplish this?    

I am using a BR to extract the Business Rules as part of an update process. I am using the code from here: https://community.onestreamsoftware.com/t5/Workflow-and-Data-Integration/Import-XML-to-create-objects/m-p/32087 I can extract to a zip file which contains the BRs wrapped up in their application area XMLs eg ApplicationDashboards.xml contains all the dashboard type BRs. I want to extract the BRs as individual files i.e. the format you get when you extract the xfproj file without checking 'Extract to zip'. Anyone know how to do that? Thanks

Hi all,  I'm after a bit of advice. We have a STAT cube which has BS and PL data and there is a MGMT cube which has PL data but goes to the level of Regions (UD1) and Departments (UD2).  There is a Stat entity structure and a Mgmt entity structure, with the only difference being S_ and M_ prefixes. So Group is S_GRP and M_GRP respectively.  I have been requested to build a report to calculate creditor outstanding days by taking the Creditors balance in S_GRP and dividing by COS in M_GRP split by Regions (UD1) and multiplying by days in the month.  I started to create some new reporting accounts to calculate these, but then I realised there's a mix of dimensions between the cubes so it's not as straightforward as using api.data.calculate etc.  Does this seem like something that is possible? Currently the users utilise the XFGetCell function in the add-in, but want to have something more automated.  Any advice is appreciated.  Thanks

Hi, Does anyone know if it is possible to have a BI viewer chart publish to a book?I have a dashboard where users can select an entity to view charts and can export to a PDF but trying to create a book that loops through entities and publishes a page for each one.When I try to connect to the BI Viewer Component I am just getting blank output. Any thoughts would be appreciated! Thanks! Posted by Ryann Hristovsky Migrated from Champions

Hi OS Experts,  I need to make "AllowAdjustments" to FALSE (from TRUE) for Parent elements in the Entity Dimension properties. so, I exported the Entity dimension in xml file and edit it in Notepad++ to update the "AllowAdjustments" to False but I am not sure which ones are parent elements. How to identify that particular element is parent or not? Is there any Key identifier to identify that the element is Parent or Base element? any suggestions. it is bit urgent kindly do needful.  

Hi Team, I have a cubeview in which i am passing Entity parameter in Rows based upon Workflow selection, and it brings me all entities which as value in Text4 property, but i need to have one base member value to be picked up in column. ex: if i select Top entity in rows, then my cubeview will bring all entities which as Text4 property and that same time i want to bring values for only one base member in one of the column (which as different POV), for respective Text4 entity members. can anyone help on this kind of requirement please.   Thanks Satish P

Hi We have setup Auto Translation Currencies on a USD Entity (AUD, JPY, GBP) Using XF Functions how can I display the Currency label i.e. AUD? XFGetCell returns the the data in AUD how can I display AUD in a cell as XFGetMemberInfo only shows me the currency attribute of the Entity (USD) Thanks Guy

Hi, i have request to pass the Entity filter in rows in cubeview but it should bring members which as text property. for ex: i am using text4 property for few entities and i want to bring only those entities in the cubeview. is there any way please. Please suggest if anyone as came across this requirement. Thanks in Advance

This syntax only inserts one line and the line does not have 'entity currency' or 'group currency' description in the [currency] column. Please advise on what the issue could be:INSERT INTO XFC_005_RCP_FinResults ( [PROJ_ID], [PROJ_DESC], [SCENARIO], [TIME], [VIEW], [ACCOUNT], [EOJ], [EOJ_AVG_FX_RATE], [AMOUNT_INPUT], [AMOUNT_FACTORISED], [FACTOR_PERC], CURRENCY )SELECT [PROJ_ID], [PROJ_DESC], [SCENARIO], [TIME], [VIEW], [ACCOUNT], [EOJ], [EOJ_AVG_FX_RATE], [AMOUNT_INPUT], [AMOUNT_FACTORISED], [FACTOR_PERC],CASE WHEN RowNum = 1 THEN 'Entity currency' WHEN RowNum = 2 THEN 'Group currency' END AS CURRENCYFROM (SELECT *, ROW_NUMBER() OVER (PARTITION BY [PROJ_ID] ORDER BY [SCENARIO], [TIME], [ACCOUNT], [CURRENCY]) AS RowNumFROM XFC_005_RCP_FinResultsWHERE CURRENCY = 'Project currency') AS tWHERE RowNum <= 2AND NOT EXISTS (SELECT 1FROM XFC_005_RCP_FinResultsWHERE [PROJ_ID] = t.[PROJ_ID]AND CURRENCY = CASE WHEN RowNum = 1 THEN 'Entity currency' WHEN RowNum = 2 THEN 'Group currency' END);

Team, we are looking for a solution using python for code migration between the environments/ copy applications. Any suggestions on this ?

Hi Onestreamer's,                            i am building a report on cube view where i have 2 columns. In the first column there will be all month of the budget year. Now, i have to do custom calculation on second column(YTD). I have created parameter in runtime where the user gives input like 1,2,3,4....... upto 12. if the user gives 3 then the rule should take and sum the first three months value in the first column and it should store the total in the second column.                       if you know the solution for this requirement, then please share the solution here.Here is the image which is marked by red boxes is my requirement and that yellow box is the manual input data. Marked by red boxes Thank you.

I am trying to figure out conditional formatting in a cube view to show base level members as different color. For example, in a cube view- I have a row A#NETINC_INT.Tree,   I would like to display Net Income base members and their data in different color.

Does guided reporting support when the fiscal year differs from the calendar year? I know it did not previously and am wondering if it has been changed.

Hi , Is it possible to use REST API in SIC? If so, could you please provide some examples?  

Hi, anyone has worked with a similar member script or rule that has a conditions - eg assessed loss utilised in the current year is based on higher of $1 million and 80% of Current Taxable Income account. This is limited to the assessed loss carried forward account (Assessed loss carried forward is assessed loss bough forward, less assessed loss utilised in the current year). 

Hello, We have a DM that receives one set of parameter inputs and runs the business rule for a target entity. We would like to convert this DM to run on multiple sets of inputs for multiple sets of target entities. What is the best setup?  In the example below, users usually select one set of "SourceScenario=|!dl_LAPScenarios!|, SourceEntity=|!dl_LAPEntities!|, SourceUD3=|!dl_SourceLAPParcelForFcstCopy!|, Inflation=|!dl_LAPInflation!|" and select one "E#|!ml_InactiveNoStatus_WF_Entities!|", then launch the job through the dashboard button. We have a situation where they have to run multiple sets like this several times during the month, so we would like to set up an automation so that they can select multiple source to pair with multiple targets, and launch one button to trigger the job for all pairs of source and target.  Thank you, LeAnn  

There is a report that we use in Application reports "Import Detail (Account Mapping)" this report has a dropdown to select the time period. Previously the weeks and months were available for selection e.g. 2024M10  However now only weeks are available for selection and the months are no longer visible, any ideas on where this change could have been effected?  

Hi all,  I recently was going through a V8 upgrade and found that the documentation on ERPConnect with SIC was quite sparse.  I hope this post helps anyone who might be struggling as I was a few days ago.   Smart Integration Functions in Version 8 + now must make all calls using ERPConnect and referencing Dlls stored on the SIC Server.  Make sure you add your 'ERPConnectStandard20.dll' to the referenced assemblies property of the Smart Integration Function, this will allow ERPConnect and ERPConnect.Utils to be imported into your SIF.  You will likely also notice there is no IntelliSense for 3rd Party Dlls for SIF, which makes things a little tougher. Use this link for specifics related to the ERP Connect API.  ERPConnect.Utils.ReadTable - ERPConnect HelpCenter (theobald-software.com)   Smart Integration Function Snippet using ERPConnect  Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imp

Hi all,  I'm putting together confirmation rules for various forms, and have got a few working where the explained items clears a check to zero. These checks are isolated to a few accounts, and are pretty straightforward.  I am a bit stuck on creating the rules for the Balance Sheet variance form. The idea is that the users will provide commentary onto all Asset and Liability base accounts where the movement is over 50,000 Euros and over 5%. I started building my rule and ran some tests to see that the logic worked, but I haven't progressed much. See rule below. Sampling it on S_CashatBank account, I know there is a movement of 15,000 Euros in this workflow on one entity, so should pass above 100,000 but fail below 10,000. It fails on both amounts.  Also, where there is 1 confirmation rule looking at multiple accounts, how do people get to show on the confirmation page the different accounts that have failed the rule? Let's say there were 5 base members under I wasn't s

Hi all,We built Cube Views with suppressed members to improve Cube View performance, as there would be too many rows visible in the Cube View without suppression. We use the "Allow Insert Suppressed Member" to insert suppressed members. In our case, intercompany data should be able to be added here. Our row suppression settings are as sown below: When an entity does not contain any data yet (a newly acquired entity), it is impossible to add a suppressed member, as all rows are suppressed.Is there a way to tackle this, so we are able to still suppress rows, but with the possibility to add suppressed rows, even when there is no data yet?Kind regards,Joris Klein Hulsecpmview

I have an interesting error appear when attempting to run an XFBR that simply returns "10"; in a C# XFBR rule.  The stack trace is below.  But this does appear to be an issue with the OneStream Libraries themselves rather than anything that has been developed - is that right?   Summary: Error in DbConnInfo.~DbConnInfo(). DbConnInfo should be used in a 'using' statement or Close() should be called explicitly. ----------------------------------------Description: Error in DbConnInfo.~DbConnInfo(). DbConnInfo should be used in a 'using' statement or Close() should be called explicitly.Error Time: 8/9/2024 10:42:39 AMError Level: ErrorTier: AppServerUser: david.fraserApplication: App_NameApp Server: NLCFT6APP1App Server Version: 8.2.1.16005App Server OS Version: Microsoft Windows NT 10.0.17763.0Session ID: 1650096c-0df5-4e1d-aac3-8ad9ad2561a3Error Log ID: 9b3d53fe-a285-4dbb-ba17-e9178258e139 Total Memory: 25,769,267,200 (24.00 GB)Memory In Use: 6,983,364,608 (6.50 GB)Private

Hi, Can we build a list in One stream. I believe there is functionality in HFM but not sure if we can replicate.  

hi we are using stored calc to apply tax rate on pre tax income and eventually calculating net income. Tax rate is pretty static throughout the year but it may change in middle of the year. we've given users to enter tax rate as applicable throughout the year so this tax computation remains dynamic. Actuals scenario is YTD.  the issue we're facing is if we change the % (lets say 20% up until Jan to May and starting April, it goes up to 25%). In other words, we want April YTD tax to be 25%, it is not footing to 25% at lower level. any ideas how to achieve this?  

Hello I would like to change the 'can modify data' parameter of the two columns via a business rules : I want to put a conditionnal rule that says if the column "is store" = yes the corresponding cells in the columns "Opening Date" and "Closing Date" seizable if not the cells won't seizable. if anyone has already done this , your help will be much appreciated. thank's. Yanis.