OneStream Platform Forums

Business Rule

Hi all, In a case we'd like to have a CV with 3 columns using different intercompany groups (group 1, group 2, group 3), for a particular account (1 row). Do you know how this can be done? I could do a member list but this would show the detail of every I#(partner x) for all the combinations but I'd like to show only the totals of each IC group. Thank you. Best regards, Carlos 

I have the following in Rows: Trying to exclude one account Goodwill from OI_EX_O. Member Expansion 1 - Primary Dimension Type UD1 / Member Filter / GetDataCell(A#FINS57:U1#OI_EX_O - CVR(GoodwillImp)):Name(OIE_Operating).   Columns are shared. The calculation for Variance$ and Variance% is not working for this particular row:   Shared Columns:        

Hi all  What would be the best way to create an intersection of two hierarchies within the same UD? For example, assume these are Profit Centres in UD1.    I would like to be able to create a cube view where by I could choose a node from hierarchy 2 and it will display the members (and the relevant subtotals) using hierarchy 1. i.e. if you choose 2022 you get the following: Thanks, Mark

Is there any way we can disable load to cube. Any EventHandler Operation type I can use? to throw and error. on a specific WF? My Ultimate aim is just to see the Intercompany Matching Report on the profile which is visible only if Process step exist. 

Hi everyone, I wanted to reach out to the community to see if others have a slicker way of dealing with head office overlays…. Here’s how we are currently doing things: Sites/business units complete their year-end workflows as normal, importing their TBs and adding the usual supplementary data (eg. balance sheet roll-forwards, ageing analysis, statutory disclosures etc, etc). The site-level workflows are then certified and locked to prevent any changes being made. Consolidated numbers are then reviewed at a group level to see how it’s all looking. Following this the group tax team reviews the numbers and then decides on tax overlays and adjustments that they want to make. We deal with this by having a separate workflow set up called “Tax_Overlays”. This workflow has NO assigned entities but it has the “Can load to unrelated entities” property set to True so that any entities can be adjusted in this one workflow. (As a slight tangent, not really related to this question, but for complet

Hi, this cube view report would run quickly without issue on Onestream application but when referring to it from the cube views in Excel plug in, I receive this error. Why could it be? Thanks for your inputs.   

Hi, All Any insights or suggestions on how to resolve these obsolete functions after update (we are currently 7.4.2) would be greatly appreciated. Dashboard Extender: Public Overloads Function GetBusinessRules(si As SessionInfo, brType As BusinessRuleType) As List(Of BusinessRuleSummaryInfo)' 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.'. Public Shared Overloads Sub SetCultureInfoForUserToThread(si As SessionInfo, thread As Thread)' 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.'. Connector:  Access of shared member, constant member, enum member or nested type through an instance; qualifying expression will not be evaluated.   Thank you in advance! 

Hi All, I need help to importing data to stage via excel template. There is some instruction given in Design Doc Loading Stage Data (mcoutput.com), but its confusing. Can someone confirm what I am doing is correct, please refer my excel template below:  

Hello, I'm creating a Custom table in OS true a business rule that retrieve data using Rest API. My source is an external Datalake from witch I want to load data to my cube. The probleme here, is when I compare data that I have in my Datalake with data that I have in my custome table I can't find the same number of Row 39200 (Datalake) vs 25000(Custom Table). Is there any default limitation in the number of rows that we can add to a custom table ? it is possible to increase it ? Thank you in advance, Yahya

How to directly extract data from S4 Hana and integrate it into OneStream

Hello, I obtained the following sample code from the SIC guide for SQL. Could someone please provide me with sample code for an Oracle database? I attempted to replace 'SQL' with 'Oracle' but encountered an error. Thanks, Chandra  

Hello, I have a cube view connection in Excel that won't resize columns when I change my parameter selection. For example, here are what the columns look like with my initial parameter selection (2023M4) vs. a different time period (2023M5): As you can see, the columns aren't adjusting after I change the parameter. I have tested a number of settings such as defining the ExcelColumnWidth and some of the Cube View Connection settings but nothing seems to work. Are there any Excel specific settings or Cube View settings I need to check in order to resolve this issue?

When migrating Financial Close Applications from On Premise to The Cloud , how much testing is required or recommended post migration e,g checking excel report retrievals to verify data as before , key close processes ,data loads , currency settings , etc ? 

What's the best way to load historical data to accounts that have extended accounts under them in OS. For example in our current system we have data in Corporate accounts and we recreated them in OneStream but in OneStream we also extended those accounts to have regions local GL accounts under Corporate accounts.   Current system only has amounts in Account2 but in OneStream going forward data will be loaded to regions local accounts (LocalGL100, LocalGL200, LocalGL300)

Hi, I am practicing building a BI Blend report on Golfstream Application. I was able to create a connection to the external database i.e SQL Studio, make the config changes in Onestream Database Configuration Utility and I can fetch that data in the dashboard using SQL connection string which is working fine. Then I created a new Workflow profile that uses the BI Blend functionality. It is throwing some errors as you can see below  Any help would be highly appreciated. Moreover, if someone has a working guide/tutorial to get started with BI Blend, that would be appreciated. P.S. - I already have the BI Blend reference guide but it is not working since there is no specifically designed tutorial to practice  BI Blend Reporting in that. 

Hi All - I have a quick question on Periodic Data Load for Balance Sheet. If I load Periodic data to BS accounts, will it calculate YTD automatically? or we need to write a formula to get the YTD value. Any Input would be appreciated ? Thanks      

Hi Community, do we have a onestream admin copilot? i recently came across copilot for azure sql database and was really impressed by DBA capabilities. I was wondering if OneStream has similar product that let us administrators use a chat based interface to figure out why our cubeviews/formulas or data load processes are running slower and recommendations to fix that. Currently we go through system generated or developer generated logs to figure what is causing the issue and go through documentation and use experience to modify artifacts, it would be great if we have azure sql copliot like feature to help admins.

Hi All - Attempting to add to the existing email_helper BR some logging information (Row counts) from the results of a Data Management Step that loops through a series of workflow profiles to load data to Onestream from an API.   I have located the information on the rowcount in the SQL table 'TaskFlowStepLog', but would prefer to use something that's available in the BRAPI if possible.  Any ideas?      

Hi, I'm curious to find out how I can trigger a calculation for any consolidation member that requires a parent reference, such as OwnerPostAdj, through a data management step using member filters. I just want to trigger a fast calc for all entities for this consolidation member to push a value and get instant feedback to the user in a dashboard, I don't actually want to aggregate/consolidate to the top. I can run it for a specific entity with reference to its parent but I don't understand how I'm supposed to input it here if I want to run it for each valid entity-parent intersection. Looping and executing it multiple times is not an option.  See below for what I want to accomplish.     

Dear community, I am currently using the REST API (using the Personal Access Token that really works well !) in order to retrive a Cube View. It's very easy to use as it works just like a regular Data Adapter configuration. However, the cube view that I query is using 2 parameters. If I don't specific the parameters and a value in the REST API query, nothing is returned. I can specify the value manually, however I will lack the flexibility of the cube view to retrieve specific values. How can I change the REST API call for my cube view so that the parameters are indeed prompted ? {"BaseWebServerUrl": "XXXXXXX","ApplicationName": "Production","CubeViewName": "PVM_Graph2","DataTablePerCubeViewRow ": true,"ResultDataTableName": "ResultDataTableNames","CustomSubstVarsAsCommaSeparatedPairs": "P_POC_INP_UD7_Part1=D1,P_POC_INP_UD7_part2=D2","CubeViewDataTableOptions": {"IncludeTitle": false,"IncludeHeaderLeftLabel1": true,"IncludeHeaderLeftLabel2": true,"IncludeHeaderLeftLabel3": true,"Includ

Hello,  Wondering if there was a way to carryforward V#Annotation inputs on BalanceRecurring Account Types (or any other Account Types) similar to how a V#Periodic input is carried forward on BalanceRecurring.  For example, we have the users selecting a text string in a data cell and would like that data cell to be carried forward when saved. When we click save on this BalanceRecurring Account, the text string doesn't carry forward months because no value is being stored at V#Annotation. V#Annotation:   However, we can change the parameter to have the value of a MemberID (Integer) which stores the value at V#Periodic and displays the String. At V#Periodic, this carries forward that string which is our end goal. V#Periodic: Due to the nature of the tables supporting these custom dropdowns, we would prefer to be at V#Annotation and carrying forward text strings that way. Has anyone encountered this or have solution to carryforward V#Annotation inputs?    

We have been using the SAP connector for fetching the GL data and few other information like units and install base. The connectors were working fine until Oct 2023. We noticed duplicate and/or missing rows. The row counts would match. It would only have this issue when the data is in multiple packages. We had package size of 10000. As a workaround we increased the package size 100000. But one of the integration has >500000 rows. When we tried to increase the package size to match the rows, the integration would fail with internal memory size error. Looking into get data function, I would like to know if there is a way to add order. Below you will find the get data code. The where clause is - r3Table.AddCriteria("FISCYEAR = " & "'" & fiscalYear & "'"). Is there a way to add order by? #Region "GetData" 'Read source data from the R3 table Private Sub GetSourceDataSAP(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal r3Conn As R3Conn

Hello~, I am wondering if there are any solutions available for bulk deletion of DM Sequences and Steps. We have hundreds of Sequences and Steps that will not be used, and deleting them manually would require a significant amount of effort. Could you please assist us with this? Thank you in advance!

Hi, I have a data source, where the leading character of the alphanumeric values in the column are used to identify if the row value should be assigned to a particular dimension field in a UD. The complex expression here will display results in the error log indicating it has found the rows that I want to assign a different value for in the UD, but I don't know how to set that , so that the imported data assigns my UD requirement. Basically I want it so that if the args.value starts with "R" then assign it a value of "R" in the UD2 otherwise, leave it/set it as "None". Dim sValue As String = args.Value Dim myValue1 As String = "UD2 R-" & sValue Dim myValue2 As String = "Ignore" If Left(svalue,1)="R" Then BRApi.ErrorLog.LogMessage(si, myValue1) Else BRApi.ErrorLog.LogMessage(si, myValue2) End If   Any thoughts or am I approaching this the wrong way ? I cannot see that I would do this in a transformation rule as it is the source GL code that carries this information. Ch