OneStream Platform Forums

Hello dear community members, Background: We have had situations with month end workflow load validation errors which were fixed with UD1 mass upload. Few UD1 members ended up in Orphans, as the Parent did not exist yet in OneStream at the members mass upload step. The validation error disappeared and the workflow was complete. However, this created an Out of Balance and it was difficult to retrieve the issue.  Questions/potential solutions help required: Would it be possible for the month end Workflow load Validation error to ignore Orphan members and still get an error even when we create members and end up by mistake in Orphans. Is there a way to delete Orphan members with a BR? Is there a way to stop the Metadata builder xml file to create Orphans when a parent is missing from OneStream? Thank you in advance for any idea/suggestion/tip/hint.

I am looking to upgrade from 7.1 to 8.  In the process of compiling dashboard extender rules, I get the following warning message.Warning at line 50: 'Public Overloads ReadOnly Property TaskInfo As XFSelectionChangedTaskInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality. Use SelectionChangedTaskInfo instead.'. Question.  Is there an alternative syntax that will achieve the same result?  As best as I can decipher, the code in question (below) is to retrieve the value from the bound parameter LastActMonth_BDA into a new variable titled newLastActMth.Dim newLastActMth As String = args.TaskInfo.CustomSubstVars("LastActMonth_BDA")

I would like to use a parameter value in a KPI in my API_Calculate business rule. I have a literal value parameter and we will change the default value ahead of time to control which formula runs. I'm trying to pull the current default value with the following: Dim param As String = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si, False, Nothing, "myFlag") When it gets to that line it throws a "Object reference not set to an instance of an object".  Any ideas?

HI, OS has report to verify extensibility. I wanted to know based on exp that what happen when report has an error from technical perspective. We have some ragged hierarchy to full fill our req, but report shows an error so trying to understand if consolidation won't work if that is the case. By they are in UD. 

Hi ,  I am trying to use the V#Trailing2-12MonthTotals in my reports. Could any expert users please advise if the TrailingTotal in View Dimension works only for P&L numbers or they work for Balance Sheet and Retained Earnings totals also.  Any reponse will be much appreciated.  Thanks Sam  

Hi all,I tried to issue an api.Data:calculate with the following (fake) formula :A#ACCXXX:F:MYFLOW:S#MYSCEN = A#ACC001:F#CHI:S#ACTOf course OS complains because I'm reading from the current Scenario (ACT) but I want to write in a different Scenario that implies a different Data Unit (is it ?)While being in ACT scenario, if I would switch to DataBuffers to write in the destination Scenario (is it?)Could someone point me in the right direction ? I did this, but looks like it doesn't write a **bleep** !Dim _srcDC As DataCell = api.Data.GetDataCell("A#ACC001:F#CHI:S#ACT")Dim _targetDB As New DataBuffer()Dim _dcNew As DataCell = New DataCell(_srcDC)_dcNew.SetScenario(api, "MYSCEN") ' This WON'T CHANGE <===================_dcNew.SetAccount(api, "ACCXXX") ' This Change_dcNew.SetFlow(api, "MYFLOW") ' This Change_targetDB.SetCell(si, _dcNew)api.Data.SetDataBuffer(_targetDB, _destinationInfo)In the end, works fine... just doesn't change the Scenario... :-/ What am I doing wrong ? &n

Hi Team, In our report we are having multiple formula's in row and columns (Can't apply the row or column overrides). So, have created a UD8 Dynamic calc. though after applying the UD8 member in column, row formula is overring the UD8. Can please help us to resolve the issue.  

When using the BRAPi.Utilities.ExecuteFileHarvestBatchParallel function in an Extender BR, does anyone have any guidance and/or opinions on the proper setting of the parallelBatchCount parameter? My understanding has always been to set it to a maximum of the number of CPUs - 1 , available for the server performing data management or batch load processing.

Hello,Do you know how many groups I can create in each of the following sections: Data Cell Access Security, Data Cell Conditional, and Data Management Access Security?Thank you!Hoa 

I'm currently trying to export the account dimension members and their properties through a csv file. I can get all the properties necessary, but I can't get the "Account Type" property through the extender rule.  I'm currently using Account_Type= Brapi.Finance.Members.GetMemberInfo(si,dimTypeId,stkItem.Name,True,Nothing,MemberDisplay).Member.GetType.FullName , to get the account type in columns but it isn't returning the correct account type of the member and instead returning " OneStream.Shared.Common.Member " in the columns.

Hi all,I'm hoping someone can see what I'm doing wrong here.First a question:     Is Scenario access cube specific?  Let's say I have 4 cubes.  Currently all 4 cubes give a user access to all Scenarios.  If I restrict access to a specific scenario for that user in one cube, does that restriction apply across all cubes?  I would assume No - am I wrong? I've been trying to set up restricted scenario access to a group of users in a certain cube.  I don't want to touch overall security for the Scenario because there are multiple regions that need access.  I've tried to set this up via Slice security (Data Access directly on the Cube) by using a Where clause in the Scenario definition for every group identified in the Data Access (i.e. Planning.Base.Where(Name DoesNotContain X).  This doesn't appear to be working.The User themself, has access to multiple cubes and there is no restriction to that scenario in those other cubes.So is it all or

Hi I tried to put Dashboard in Report (Onestream Book) but not able to see any dashboard details in the book. Its dashboard report is stage data filtered. Also, can we add the dashboard in excel Book ? Can you please help me with the parameter?    

Hello, I have an account that is calculated via a business rule. I don't want end users to input into the account manually. If I set the account to allow input = false, will my business rule still be able to input data into the account? Or do I need to leave it set to allow input = true, but make sure every cube view that uses the account does not allow manual input? Thank you.  

Hi  I have been trying to dynamically update the short name for UD3 but somehow the i am not getting the result. Not sure where i am wrong. Please help  

Hello,Working with a client and implementing a marketplace solution that potentially requires us to go to a year that is before the start year of the application. Is there any harm in changing the start year to an earlier year? Those years will not be used for their normal operations nor feed data to the cube, so not sure if there would be an issue changing this. Any thoughts?Thanks,AJ

We are looking for some help in direction to build dynamic member addition to a dimension using extensible business rule in version 9.0 We have tried to use the code that is used in earlier versions which uses declaration like "Dim newMember As New Member" but it does not work anymore in version 9 as it gives error when assigning values to newMember.Name property and some search suggests that we now need to use "Dim newMember As New MemberEx" Using this declaration results in error compiling the business rule. We are looking for some help/direction on this.

Hi all,I need to set up a complex expression to assign a specific value to the U6 dimension based on 2 source fields. Below part of the list of those source fields.The code I set up for the complex expression is the following:Dim fields As List(Of String) = api.Parser.DelimitedParsedValues() Brapi.ErrorLog.LogMessage(si, "Field count (List.Count): " & fields.Count) If fields.Count > 4 Then Dim loadedAccount As String = fields(4) Brapi.ErrorLog.LogMessage(si, "loadedAccount: '" & loadedAccount & "'") If Left(loadedAccount, 2) = "00" Then Return Right(loadedAccount, 8) End If Else Brapi.ErrorLog.LogMessage(si, "WARNING: only " & fields.Count & " fields; skipping Account logic") End IfEvery time I launch the loading process, however, it prints the WARNING message for all the rows, as if it didn't find any source field.Am I doing something wrong / is there an alternative way to retrieve the fields values that I am not considering?Th

Hi Do we have any quick way of resetting/clearing the data with Business Rule which has been loaded into the cube via WF profile (O#Import)? 

Hi everyone,I'm currently working on a dashboard that, through the use of a SQL table editor, will show data stored in a table. Below an example of one row from that table:The interface of the SQL table editor allows me to filter the data to show only specific rows, and I added a filter for the columns T_ENTITY and PERIOD: The first filter (T_ENTITY) works as expected. The second filter should filter out those rows in the table whose Period differs from the one selected by the user in the WF. Nevertheless, if I use |WFTime| as parameter, it doesn't show any row, even those that have the same Period as the WF. If I instead replace |WFTime| with the static period (es 'PERIOD = '2022M11'),  it works fine. The conclusion I take is that |WFTime| is not equal to the current WF period. To check that out, I added the following label to the dashboard header, setting its value equal to |WFTime|:and it shows exactly the current WF period:Is it possible that the parameter |WFTime| d

I using UD8 to call master data of entity. Other master data is work, but there is issue when I call entity parent. Seem like the business rules is not working. Not sure where the missing part. If api.View.IsAnnotationType() Then     ' Dim EntityID As Integer = api.Pov.Entity.MemberId   ' 'Return the Account name setting for this text-based View member '' Return api.Entity.GetLocalCurrency(EntityID).Name ' 'Dim ParentId As Integer = api.Pov.Parent.MemberId '' return api.Entity.par ''Return api.Pov.Parent.MemberId.ToString 'Dim objList As = BRApi.Finance.Members.GetParents(si, dimPk, entity, includeRootMemberInResult, dimDisplayOptions) 'Dim oblist2 = BRApi.Finance.Members.GetParents() 'Dim ParentId As Integer = api.Pov.Parent.MemberId ' Dim ParentName As String = api.Members.GetMemberName(DimType.Entity.Id,ParentId) 'Return ParentName 'Else   '    'Return a NoData Datacell '    Return api.Data.CreateDataCellObject(0.0,True, False) End If

Hi Community,I have a question. I'm working with a SQL table editor and need to implement dependent dropdowns. Specifically, based on the value selected in the first column, I want the second column to display a corresponding set of dropdown options.Is this possible to achieve? If so, could you suggest any approach that can help me implement this functionality?Thank You!

How to configure the OneStream system to push the transaction and master data (dimensions) to Snowflake without manual intervention? I need step-by-step Info how to pull data from Snowflake into OneStream.

Hi everyone, I need to create a few journal templates so that they can be filled up in Excel and subsequently loaded into Onestream. I found online screenshots of some journal templates in Excel like the following one:but it's not clear to me how can I create it. Is there a way to export in Excel the already precompiled structure of a journal from Onestream? or do I need to create it manually in Excel?Any suggestion would help!

Hi Team,I’m working on a Hybrid Scenario setup where the goal is to copy data from a source scenario to a management (MGT) scenario. This allows the MGT team to work with the data independently, using their own workflow with high-level access. So far, the base data copy works well.However, I want to summarize entity data in the target scenario so that users only see Entity parent nodes, while maintaining visibility of all other 17 dimension members (Account, UD1-UD8, etc.).To achieve this, I tried creating a dummy parent member (Entity X) in a new Entity dimension that mimics the top-level parent from the legal entity hierarchy (Entity Y). My intention was to use this structure in the Pre-Aggregated Members field in the Hybrid Scenario configuration, effectively copying:Entity X = Entity YUnfortunately, this method worked successfully in Version 7.4, but does not appear to function as expected in Version 8.4.Maybe in version 9.0 +, we can successfully configure pre-aggregated entity ma

Is there a way to pull time in newest to oldest? T#|CVTime|.Prior11 ---- Pulling M4 on an Oct - Sep 2025 calendar. This will pull Feb 24, Mar 24, Apr 24, May 24, Jun 24, Jul 24, Aug 24, Sep24, Oct 25, Nov 25, Dec 25. How do I pull the opposite - Dec 25, Nov 25, Oct 25, Sep 24, Aug 24, Jul 24, Jun 24, May 24, Apr 24, Mar 24, Feb 24?