OneStream Platform Forums

I use the Text3 field in Flow members to hold a status value. I have a BR that is creating one Flow member at a time. When the BR runs the line with SaveMemberInfo, every one of my flow member's Text3 values are changed to values that are incorrect. Does anyone have any thoughts on why this is happening. Following is the code I am using to save the Flow member:****************************************************************************************************strModName = "This is the Flow member name"strCurrPdoDescr = "This is the Flow member description"Dim objDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "std_Flow")Dim intModId As Integer = BRApi.Finance.Members.GetMemberId(si, dimtypeid.Flow, strModName)Dim objMemberPk As New MemberPk(DimType.Flow.Id, intModId)Dim objMember As New Member(objMemberPk, strModName, strCurrPdoDescr, objDim.DimPk.DimId)Dim objProperties As New VaryingMemberProperties(DimType.Flow.Id, objMember.MemberId, DimConstants.Unknown)Dim NewFlowMb

When writing DataBufferCells to a cube, does anyone know how to create a DataBufferCell having a StorageType=DataCellStorageType.Journals?  

I am looking for a way to run a report for all time periods on percent consolidation.  Currently the only way I know how to do this is by running a grid view of for each month.  Does anyone know a more efficient solution?

If one is not a coder and one is not a SQL expert; is there any possible way to export the entire staged data set from the Import stage to a text or csv file? I need to be able to extract the resulting table after the source data goes through the Data Source process and sits at the import stage, but as we know, the export command does not extract more than the first page of data and it would be unfeasible to manually export each of say 95 pages. Surely there must be some easy way to do this?  Would be grateful for any advice, tips, examples, Thanks

I have a cube view that is comparing two years and the better worse for each month.  Is there a way to show only the month name only (no year) in the Better Worse column header?

Hi everyone,  I'm trying to create a formula for an account member that includes different accounts and UDs. I'm trying to do something like this: (A#COMMODITY_GM = A#GROSS_MARGIN - A#NET_INCOME:U2#WC - A#NET_INCOME:U2#US + A#503099:U2#EC - A#FINANCE_EXPENSE:U3#OTHERGRN) I found in the book Finance Rules and Calculations a possible solution using a Data Buffer, so I came up with the following formula: Dim grossmarginDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#GROSS_MARGIN:U8#None") api.Data.FormulaVariables.SetDataBufferVariable("GROSS_MARGIN",grossmarginDataBuffer, False) Dim netincomeWCDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#NET_INCOME:U2#WC:U8#None") api.Data.FormulaVariables.SetDataBufferVariable("NET_INCOME_WC" , netincomeWCDataBuffer , False) Dim netincomeUSDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#NET_INCOME:U2#US:U8#NONE") api.Data.FormulaVariables.SetDataBufferVariable("NET_INCOME_US" , netincomeUSData

Hi, A question that come back rather often is how to retrieve in a "user friendly" format the workflow an entity is assigned to. You can find hereunder a dynamiccalc you can assign to an UD8 in order to retrieve that information. Hope this helps. Kind regards,   Aymar 'This dynamiccalc member will show the workflow profile of the Entity as an Annotation 'User need to have access to the CubeRoot workflow profile Info If api.View.IsAnnotationType() Then Dim sourceSQL As New Text.StringBuilder Dim returnedText As New Text.StringBuilder Dim wfCubeRootInfo As WorkflowCubeRootInfo = TryCast(BRApi.Workflow.Metadata.GetCubeRootInfo(si, BRApi.Workflow.General.GetWorkflowUnitPk(si).ProfileKey, False),WorkflowCubeRootInfo) If Not wfCubeRootInfo Is Nothing Then sourceSQL.Append("SELECT [EntityMemberID]") sourceSQL.AppendLine(",[ProfileName]") sourceSQL.AppendLine("FROM [WorkflowProfileEntities]") sourceSQL.AppendLine("INNER Join [WorkflowProfileHierarchy] On [WorkflowPro

Hello all - Looking to capture the actual # of rows inserted into the StageSourceData, NOT just the # of rows that the api.Parser.ProcessDataTable(si, dt, True, api.ProcessInfo) command tries to insert. For example, there are cases where rows are filtered out (not inserted) due to Zero Suppression, non numeric characters, etc...that are reported in the processing log, but don't actually make it into the StageSourceData table.  Looking for the # of rows that actually make into StageSourceData.  Obviously, this can be querying by doing a count on that table with the proper wfk and wtk, but wondering if there is an API call that will tell me the same information that's in the processing log.  In the case below, I would want the lines valid, not the lines read (which is already available in the API) ----------- Line Counts -----------Lines Read ........................ 42625 Lines Valid ....................... 42000

I created a USD Override form, however the translated value and the override value are both getting to the Top member. I was expected the override value to be getting to Top.  Here is the formula for USD Override Input in the Flow dimension:   And the difference in POV between the translated and override for account 399500: Here is the formula for A#399500/settings:

Hi all, We have a requirement, where in a datasource, we load revenue for the year. This is for the budget, and the workflow is a yearly workflow. The file is on the customer/contract level and include the payment terms, which is the term in which the customer will pay. For the cash forecast, we want to leverage this to calculate when the cash is coming in related to the revenue. What we want to do, is to create a derivative rule to create an additional payment entry in the upload, with a different time period based on the payment term. However, I am not able to change the time period in a derivative rule. Is this something that is not possible or is there a way to do this? The PAYMEMT record is generated, but the time is not adjusted. This is the syntax for the final derivative rule I am using: T#[*]=2024M12:A#[EXT_PRICE]=PAYMENT So the record is created, but the time is not adjusted unfortunately. With kind regards, Tim  

Hi team! We are trying to connect Result Table obtained from the Method query (WorkflowAndEntityStatus) in Data Adapter with another table, preferably SQL table. We expect that it is possible to be done via Dashboard Data Set business rules however we are not sure if the join is possible. Has anybody tried to join this two dataset types?  Thanks!  

How can I format this cube view to not display column names after it's been identified once? I want to retain the first instance of the Consolidation member, Local and Elimination (in red) but not have to see it more than once (in purple).

How can I visualize the Intercompany Matching via Workflow. I tried looking in the app but nothing appears. Or how to do  the process for an   Intercompany Elimination. 

Power BI is Not Excel 😊 Microsoft Power BI vs. Excel: A Hilariously Technical Showdown Purpose and Functionality: Think of Microsoft Power BI as the flashy superhero of the data world, designed to turn boring numbers into eye-popping, interactive dashboards and reports. It’s the show-off cousin who just got a sports car. Conversely, Excel is the dependable, slightly nerdy sibling who’s been around forever, excelling (pun intended) at data entry, analysis, and complex calculations. The trusty old sedan has seen it all and done it all. Data Handling: Power BI is like a data-hungry beast that devours vast amounts of information from various sources – clouds, databases, and even the web's dark corners. It’s all about real-time munching and crunching. Excel? Well, it's the meticulous librarian of data, handling large datasets with care but getting frazzled if you dump a truckload of info on it simultaneously. It’s great for detailed work, but it prefers its data to be served in manageable

Has anyone else experienced flat file data loads "unloading" and reverting back to the Validation step, seemingly on their own?  It has happened in all of our applications, and I can't find any correlation or consistent reason why this is happening. I'll open the workflow and it looks like this: And I have to reload it again:  

Had a quick question, is there a way to set up email notifications to Supervisor's for journal entry approvals, when a work flow is ready to certify or when RCM is ready to certify.   I have read some other posts but I have not seen this process exactly or if it can be done.  If it cant be done will it be coming with a future release?    Thanks!

Hi All, We've recently encountered a problem whereby a OneStream journal entry booked in local currency at year end 2023 is not reflecting correctly in 2024. In the example provided below you'll see that the local currency amount has rolled forward correctly, however this is then not being translated to our reporting currency (USD). We've tried looking through the BR on the flow dimensions but haven't been able to identify the source of the problem. Any help here would be greatly appreciated! Thanks, 

Hello,  We recently upgraded to 7.4.2. Prior to this our Pie Captions were showing up when view the BI dashboard. However, since the upgrade we are noticing that we are unable to see the pie chart caption.  In the BI Designed window I can see the pie chart caption, but when playing the dashboard it disappears. Is there a bug in the 7.4.2 version that affects this? As well I was wondering if there is a way to fix the data labels, currently we have the labels to display outside of the pie chart and we have two pie's side by side for Quarter over Quarter variance, however the labels are all on top of each other and we cannot see the labels correctly. Any suggestions on how to fix this?

HI Am looking to lock the accounts (Rev first and then COGS ), such that if the Rev load is done i should be locking the Rev account for a particular scenario, then lock COGS account based on the Input deadlines. Can anyone help me on this Regards Narayana (BOYD Corporation)

Hi all, I might be having a dumb moment here but I cant work out how to overcome a formatting issue. Im trying to restyle some reporting, all the formatting is on style parameters and in this case my highlighted columns are being overriden by the row total formatting. I just want the background colour as per the column formatting. I cant use targetted row overrides as the row set is shared and on a param (it could be one of 11 row sets in this report) Ive tried all the tricks to create a global override but nothing is working.  I cant change the formatting on the row set as its used in multiple places and in a lot of cases it formats correctly, its just this report that works a little differently. Some trick or tip to get round this would be most appreciated!  Thanks, Tom    

If a member has no parent then it's an orphan but if a parent member had children and they all get moved, the former parent is now... Regardless of the term, this company loves to do big reorgs a couple times a year that leave whole branches of a hierarchy empty. It's put me in the weird situation of having to hunt down these obsolete (disowned?) parents and manually remove them because they're now base level members with data and consolidations don't clear them the way I expected. From a technical viewpoint, I can see why this happens, as it's now just a base member that happens to have data and the consolidation doesn't particularly care *how* the data got there so it's not going to remove it. It's just... counterintuitive, unwanted, wrong, and generally annoying. For the most part, they've just orphaned the offending ex-parents and ignored them, forever. The few they have deleted have been cleared via the rather laborious method of creating a new (empty) member under the obsolete pa

Hi!  We are using T#Pov.AllPriorinYearInclusive in a cube view but would like to change the order the months appear from oldest to newest (i.e. Jan to June)  to current to oldest (June to Jan).  Does anyone know how to do this?  Thangs

I have a column performing the following expression: GetDataCell(Divide(CVC(CYAct)-CVC(PYAct)), CVC(PYAct))):Name(PY % Var) The column uses the following formatting: ExcelNumberFormat = 0.0%, ExcelUseScale = True, NumberFormat = 0.0, Scale = 0, ShowPercentSign = True The Cell Amount of the column/row intersection is -26.956   When I run this cube view in OneStream, the number populates as -27.0%, which is okay with me. However, when I export it to Excel, the number populates as -2695.6%.  My resolution is to multiply the number by 100 and then apply a scale to make the number appear correctly. However, if I multiply the division calculation above, it ignores the multiplication aspect.  My multiplication formula is: GetDataCell((Divide(CVC(CYAct)-CVC(PYAct)), CVC(PYAct)))*100):Name(PY % Var) Any suggestions on how to add this multiplication to my calculation, or another way for the number to appear properly within Excel?

Has anyone else see any issues running the OneStream clients on Windows 11? We are testing OneStream on Windows 11 and we keep seeing the error message "The specified data could not be decrypted"  when attempting to access a few modules such as Cube Views, Dashboards, Business rules, etc.  I believe it's a .NET issue since the error can pop up in either the Desktop client, Web client and Excel Add-in.

Hi everyone,   has anyone received the error below before:     The Workflow profile is in place and properties are correct but still receiving this error. Any idea how to fix this?