OneStream Platform Forums

Hi community,I have an issue where i have a member list tied to a bound list. The bound list uses a SQL query to get the top member of a given dimension. I have this bound list tied to a supplied parameter that I have attached to a dashboard. The issue is that when I run the dashboard, it is not triggering the bound list, even though i am using the supplied parameter. If I remove the supplied parameter and run the dashboard, it prompts me with the bound list parameter showing the value i want to return, and thereafter, when i put the supplied parameter back it works. It seems like the system needs to trigger the bound list first, but I haven't found a way to do so yet. Any thoughts? 

I am not sure how to get the OData Link    

I have a requirement to load to the most recent unlocked period.  Using VB or C#, how do I check if a period is locked or unlocked?Thanks,Scott

Hi all,I wrote a bunch of BRules and a couple of Assemblies (in different workspaces) that work together to perform calculations. So in the end I have a dependency chain like this:BR => Assembly => AssemblyThings works like a charm.Sometimes, after I made changes to an Assembly, I get a weird error saying that OneStream cannot find my assembly. While this is true when it cannot compile correctly (due to errors), it doesn't make sense to me when it compiles fine.Even if I compile my assemblies before I run the BRules, sometimes it happens.I'm trying to find out an explanation and I thought that:I run the BRule and OneStream think that Assembly1 - a dependence - is "old", so....OneStream start compiling Assembly1, and, while compiling it, OneStream think that Assembly2 - a dependence -  is "old", so....OneStream start compiling Assembly2Maybe these compilations are running async and in parallel... And, maybe, the last compilation takes too much time, taking the first one

Hi, I'm trying to build a dashboard that reviews all of the members in certain dimensions and ensures it has all of the members rolling up to the top properly.  To do this, I'm trying to find the table in the back end of OneStream to find the Aggregation Weight.  Does anyone know where that table is retained?   Thanks, Ben

Hi, I want to extract metadata in OneStream. While extracting the Accounts metadata, I want to extract both the 'Parent description' and 'Account type'. Through the grid view if you check the 'Display Parent Child Relationships' box, the account type goes away! I want to extract both of them together in a .csv file. This process also needs to be automated to be extracted on a scheduled basis. What would be the best solution to this problem?

Hi Community,I have a dashboard that includes a Cube View and a button with the "Save Data for All Components" action. Users enter data directly in the Cube View and click the button to save.I’d like to implement a custom validation step before the data is saved. Specifically, I need to calculate the sum of four specific accounts, and if the total is not zero, I want to prevent the save operation and show an error message to the user.Is there a recommended way to intercept the save action and apply such a validation check? Any guidance or best practices would be appreciated.Thanks in advance!

I am a Financial Planner and Analyst and My Organization use OnStream. I want to understand better how to extract the data for Multiple scenarios (act, fcst, budget, py) using Member filters, variables understand workflows, and parameters?       

Hi all, How should it be managed in case a base member containing data should change to become a parent member? Is there a preferred procedure to follow? Thank you for your help.Best regards,Carlos

Is there anyway we can develop a custom elimination process in the OS and attached with the cube. I see there is a "Custom" option in the cube properties but dont know what this function will do. FinanceFunctionType.ConsolidateElimination. I developed a custom rules which eliminate at first common parent dummy base member and it all ties when I sum but i wanted to get it roll up to Total Entity in USD.

Originally posted by Krishna SrinivasanHi - I am loading a simple CSV file into my Cube.   - Created Data Source - The Scenario & Time Dimension are Current Key. - Created Transformation rule. - Created Workflow profiles - Start the Import Porcess and got the below error   Summary: No valid DataKeys (Scenario / Time) found in data source.  Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source.   As anyone encountered this issue ? It is so strange even if I am not passing any values in the Data Source

           I am currently working on a Dynamic Cube with Data Binding Type (Share Data using Workspace Assembly). I was able to load Local currency data from BiBlend table and verify data using Cube View. Does Dynamic cube support Translation & Consolidation? I was unable to view translated data.  

Hello I have a query regarding Graph editing in OneStreamI wanted to know how we can edit the graph in OS. Eg: The client has a waterfall chart built for the EBIDTA and they have the previous 2 years comparison as well. However the October and Nov month shall start from the start point 0 similar to Sept Month whereas currently they start where the previous moth ends. Also the colour of the bar for Oct and Nov shall be Blue similar to Sept and Dec month 

Hello,  I already have a data file for cost centers and their Default values, but now I need to include the before and after changed values to the cost center member.  I found this code:  Function GetRelationshipChangesForTimeSpan(ByVal api As Api, ByVal dimensionName As String, ByVal startDate As DateTime, ByVal endDate As DateTime) As List(Of RelationshipChange)    ' Initialize a list to store relationship changes    Dim relationshipChanges As New List(Of RelationshipChange)     ' Use the API to retrieve relationship changes    relationshipChanges = api.Data.GetRelationshipChanges(dimensionName, startDate, endDate)     ' Return the list of changes    Return relationshipChangesEnd Function How can I tell what data it's actually returning, what columns? Is there a better way to do this? Any help is greatly appreciated! Thanks!   

Hello everyone. I have a problem. In the header of the previous year's column, the month keeps disappearing and only the year remains. Do you know how I can make the month display ? Please.. 

Anyone willing to share the process by which you copy prior year accumulated retained earnings to the current year? Is this just handled via data management steps, or do you need a business rule? It does not seem that our implementation partner set this up for us... therefore this account currently is just being imported from our ERPs at the start of the year. This is an issue for our few entities with foreign currency, as the balance continues to translate at the current month closing rate, which we do not want.  Appreciate any insight! :-)

Hi all,I recently launched the consolidation process for my client, and the amount under the plug accounts is unusually high.I would need to develop a cube view showing, for each account in the rows, the amount that was loaded into the corresponding plug account during the consolidation process. Is there a way to do that?Thank you in advance!

Hi Is there a way to change the path of the folder within the "File Share" so that it would be possible to save a file generated by Data Export step from a Data Management job to a folder other than DataManagement->Export_"MyFolderName" ?   Say for example I want to save the file to a folder under Groups->Everyone->"Specific Folder to be Saved" Would like to do this without using the file transfer step in the DataManagement, since the file is large. thanks Kumar

Hi, I came across an update function in the business rules for ExecuteCustomCalculateBusinessRule Previous function (still in use) : BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si, brName, functionName, nameValuePairs, timeType) New function for workspaces : BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si, workspaceID, brName, functionName, nameValuePairs, timeType) We can indeed at least in version 8.5 create Finance Custom Calculate Services : However, these don't use any business rule name, hence my confusion ? How do we execute a custom calculate service which is currently within my workspace assembly services ? Or should it be used in a different way ? Regards,

I have a cube view similar to below. What I want to see is all the Accounts in the left most column like you see below and nothing where it says "Top" (not even the level where Top is). When I switch to UD1 in the same cube view, I then want to see the header as "Loading", "Unloading", etc., in the left most column where you see "Oper Expense". and not see the "Oper Expense"  at all even though I'll have the account in my POV.  The row header only allows you to have one header as Header 1. I'm thinking this is only possible with an XFBR String?  Has anyone else done this? If so, please share. Thanks.... 

In the example code for the Dynamic Dimension Service there appears to be a subtle bug which will affect refresh of the dimensions.ReadDynamicDimensionInfo(...) returns DateTime.Now:' This api method will build the required object, straight from an SQL query. Return api.ReadDynamicDimensionInfo(si, args, DateTime.Now, numSecondsBeforeCheckTS, _ dbConn, sql.ToString, Nothing, Nothing, _ "Name", "Description", "UniqueID", "Name", "Parent", "ParentID", "Parent", "AggWeight", True)BUT ReadDynamicDimensionContentTimestamp sets the Timestamp as DateTime.UTCNow:'Refresh once per minute (note: frequent refreshes such As one minute could degrade performance). Dim utcNow As DateTime = DateTime.UtcNow Return New DateTime(utcNow.Year, utcNow.Month, utcNow.Day, utcNow.Hour, utcNow.Minute, 0, 0, DateTimeKind.Utc)This will matter if your refresh period is < 13(?) hours AND if your TimeZone is ahead of UTC......It's an easy fix though!Steve

Hi Everyone, We are trying to incorporate the status of the IC-Matching Report into the Confirmation rule. While reviewing discussions on the community board, I found the following object: brapi.DataQuality.Status.GetICMatchingStatusItems. However, I am having trouble getting it to work in a script. Could anyone share how they prevent users from confirming the workflow if the IC transactions do not match? Your insights would be greatly appreciated!    

Hello! Is there a way to export the server audit reports to a file? This is the information from the Audit tab on the servers.  Thanks!

I need to move some files around the various folders on our SFTP server and I am trying to do it via the Extender BR. Basically I need to move the files from the staging folder into various other folders based on the file names. The rule below compiles successfully. When executed, I get the exception on the second pass ("Chase" related) but no files are being moved anywhere. I am stumped at the moment and would appreciate any suggestions. Thank you in advance. Yan   Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try 'Set up SFTP connection session options Dim sessionOptions As New sessionOptions With sessionOptions .Protocol = Protocol.Sftp .HostName = "xxxxxxxxxx.xxxxx.com" .UserName = "XXXXXXX" .Password = "xxxXXxxxXXXXXx" .SshHostKeyFingerprint = "ssh-rsaxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxpNuL5H42WiDJY=" End With 'Us

Mid-year we created a new parent entity and added base entity relationships to it because the base entities moved to a different legal entity. We load YTD trial balance and the previous parent should report the base entities for the first 6 periods of the year; new parent second 6 periods.  We're using the "In Use" setting on the old parent member to cut off at period 6 which seems to work fine. For the last 6 periods, revenue and expense accounts continue to show the first 6 periods' activity. Is there a way to continue loading full YTD balances with the new parent reporting YTD periods 6-12 not 1-12?