OneStream Platform Forums

Hi,we would like to show the periods based on on the "Number Of No Input Periods Per Workflow Unit" Scenario setting. Suppress if "No Input"Is that possible?Roland Weiss  

Hi Everyone.  I am unable to join datasets and suing below code. Purpose: is to combine the outcome of 2 method queries WF Status and CertificationStatus to get a single table. Kindly help with your comments or guidance: Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports System.Windows.Forms Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine   Namespace OneStream.BusinessRule.DashboardDataSet.GetWFStatusandCertification Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) As Object Try Select Case args.FunctionType   Ca

Hello! I'm trying to import a SharePoint file into OneStream using a business rule. I've not found any documentation/comments which are helpful. Does anyone have any ideas on how this can be done?  Thanks! 

I'm creating a business rule to automatically lock all workflows and descendants using:   BRApi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk, profileTypeFilter, workflowChannelKey) but I'm getting the error: 'the item was not found'. I found an example online but it's not working for me. I didn't know what to populate wfClusterPk with so I defined it as (). I'm fairly new to VB.net and appreciate any help with this - thanks!      Dim wfClusterPk As New WorkflowUnitClusterPk()   Dim wfChannelKey As Guid = Guid.Empty     BRapi.Workflow.Locking.LockWorkflowUnitDescendants(si, wfClusterPk,     WorkflowProfileTypes.AllProfiles, wfChannelKey)    

Hi Everyone. I wanted to see if there is a way to obtain the entities that are under another one but with a filter, like the following: E#|!PerformPnL_Entity!|.TreeDescendantsInclusive.Where(Text1 StartsWith M_ and (HasChildren = True)) I want to do this in a BR, but I am not sure exactly how to do it or if it is possible, since GetBaseMembers brings all of them and I would like to filter it first so that there are not too many entities to verify. I would appreciate it if you could help me with this question.

Hi,Is there a keyboard shortcut (like CTRL + R) to refresh the page in data explorer?We have reports which runs with parameter and we would like to know if there is any keyboard short cut to call parameter pop pup or refresh page?  

Hi all,  I am implementing Guided Reporting into our workflows. The entity parameter I have is a member list looking up E#Root.WFProfileEntities.  The cube view is a pretty standard balance sheet, with row and column sets. I have embedded it into the workflow, so that users can come in and use their reporting for the specific entities.  The issue I have is that whenever I open the balance sheet and set the rows and columns, the cube view always defaults to the Group Parent entity, even if the WF profile has different assigned entities. I change workflow, and it still shows the parent entity. It's only when I change the entity manually from the GR parameter button that it refreshes.  Any idea how to link the entity button to set the cube view upon first run? Maybe I'm missing something, or maybe there is a BR that I can build? Thanks!

Hi  Has anyone created an event handler around the journal name creation? We have a requirement around enforcing the journal name to meet a specific criteria + be within a certain number of characters in length Thanks

Hey - I seem to recall something/somewhere in the application I could reference to find sample syntax such as common financial logic and other starters.  My memory is fuzzy, but I thought it was almost like a dialog box similar to the member filter builder, but inside the application.  I can't seem to locate it in the application nor find reference material.  Am I losing my mind?

Hi OneStreamers, I'm currently working with the Guided reporting solution in OS v8.4.0. When running the report in the GDR homepage a duplicate dialogue box appears after the Guided Reporting Dashboard is selected via the OnePlace menu item, once a report is selected, or after a Parameter is changed anytime the Parameter combo box is changed. Each Parameter is set up a Member list at the moment but were previously discovered as Member Dialogue, and now rediscovered as the updated Member list param. Any Idea what I could be missing? 

Hi Community,      We are encountering an issue where the BI Viewer dashboard is not displaying for a specific user, while it works perfectly for all other users. Interestingly, when we add the data adapter used in the BI Viewer to a grid view, the dashboard displays correctly. However, it fails to display when using the BI Viewer component.Can anyone provide any insights into what might be causing this issue?Thanks

Hi All, Is there any option/setting for DynamicCalc account data rolled up to its parent (account type is expense)

Hi everyone, I'm having problems in writing data to one scenario through a cubeview. I have 2 scenarios available. If in the cubeview I use one of them, it allows me to manually input data. If I change the scenario, I cannot input data anymore. All the other dimensions are base members and they are unchanged.In addition, I cannot find the setting to allow data input on one specific scenario. I checked the settings of both scenarios and they are identical.Does anyone have any idea how to do it?Thanks!

Hi, we have delimited data source implemented in application. In data source we have two additional rows on top and one empty row- file works fine but now we want to retrieve information("Chicago") from skipped row(number 2). It looks that OneStream read data starting from row number 5.  Could you please help me with understanding why these first rows were skipped? Thank you in advance.

Hello, I'm attempting to create my first table view using the syntax below.  The SQL is a very basic record grab from DataEntryAuditSource (initial POC).  Compiles fine and seems to be okay relative to the user guide, but I keep getting an error message when I attempt to run.  Does anyone have any thoughts on what I could be doing wrong? Thanks, Sean -----   Imports SystemImports System.Collections.GenericImports System.DataImports System.Data.CommonImports System.GlobalizationImports System.IOImports System.LinqImports Microsoft.VisualBasicImports OneStream.Finance.DatabaseImports OneStream.Finance.EngineImports OneStream.Shared.CommonImports OneStream.Shared.DatabaseImports OneStream.Shared.EngineImports OneStream.Shared.WcfImports OneStream.Stage.DatabaseImports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Spreadsheet.UTM_TaskList    Public Class MainClass        Public Function Main(ByVal si As SessionInfo, ByVal globals

Does anyone know if it is possible to specify all artefacts in XFProject? eg something like <xfProject topFolderPath="DEV" defaultZipFileName="DEV.Zip"> <projectItems> <projectItem projectItemType="BusinessRule" folderPath="" name="*" includeDescendants="true" /> </projectItems> </xfProject> Thanks

Hello,we need to turn on the "Logon Activity Threshold" on our OneStream cloud instance. I have looked at the documentation and I believe the information there regarding this is for on-prem installations (it involves editing configuration files).I do see this on the cloud application:Is this where you set this on cloud?If so, is this enough to prevent the users from accessing the instance if they don't log on in the required interval? (I ask this because of this post: Automated process to disable users based on Inactivity Threshold / Remaining Allowed Inactivity | OneStream Community)Thanks in advance.

hi team, I hope you are well. I'm creating a book with Word and PowerPoint files but the Powerpoint shows an error and the parameters are the same in both files: If I select the file on OnePlace is running opening PowerPoint application. here is the error: Value cannot be null. (Parameter 'buffer'). User Interface Stack Trace:at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(MethodInfo targetMethod, Object[] args)at generatedProxy_6.StartGetFile(SessionInfo, FileSystemLocation, String, Boolean, Boolean, Boolean, Dictionary`2)at OneStream.Client.Api.Wcf.FileExplorerServiceReference.FileExplorerServiceClient.StartGetFile(SessionInfo si, FileSystemLocation fileSystemLocation, String fileFullName, Boolean include

tldr: What's a performant, reliable way to determine a member's parent within a given hierarchy?I have been developing a custom extender rule to automate OneStream metadata updates based on our master metadata source. One of the last remaining tasks to solve is how to correctly execute member moves. As OneStream can have a given member exist multiple times in the same dimension, the only way to execute a move in OneStream is by specifying "move from parent A to parent B." Parent B is quite easy to determine as our metadata source provides this information per-hierarchy and does not allow duplicates but it does not tell us parent A, or even if there was a move at all. This means I have to validate that the specified member 1) is under the same parent that our metadata source says it should be and 2) isn't anywhere else in the hierarchy. However, in OneStream, I know of no way to query the parent(s) of a member but only those within a specific hierarchy. I've never needed to do this in a

Hello all, I need to verify and confirm the method of choice to set up an NS to OS 8.5 integration WITHOUT the SIC in play.Here is what I have uncovered thus far....A SuiteAnalytics Connect is being considered via ODBC so OS can pull data from NS.  I read a few things about this.  One is that a BR would be set up in OS to call on a SuiteScript in NS initiate the data pull.  Now, the missing piece is how to set up the connection in OS if there is no ODBC installed.  Another thing is that SIC would not be needed.I also perused a blog that stated that Support can set up s direct connection to NS from OS, provided they have the NS info.  Can anyone please confirm this approach?Rest API could be leveraged but looking for an alternative. Any input would be greatly appreciated.Thanks,Ed P 

Hi Team, How does XFGetMemberProperty works in Excel AddIn? The fields in the formula I have are - MemberNameorScript PropertyName VaryByCubeTypeName VaryByScenarioTypeName VaryByTimeorTimeDimProfileName I want to pull the properties for Text 1 to Text 8 from OneStream Production for Entity, for different Time Periods like Default, 2023, 2024 and 2025. Now the properties I pulled at Default are giving correct result. But when trying to pull at year level like 2023, 2024 and 2025, I am not getting the correct data. It is only showing the data present at Default. But in OneStream Prod, I do have data in 2023, 2024 and 2025 for the Text Tags. In my formula, I was setting VaryByTimeorTimeDimProfileName = "2023". And so on for 2024 and 2025I am getting the same thing for XFGetMemberPropertyVolatile formula as well. In OneStream my year values are stored in 'Stored Property Value' Can someone please help me here ?

This is the layout of my CVI'm using an XFBR in rows (and columns); the rules for each scenario are different; how do I get the context from the columns?In other words, when the scenario is Budget I want to apply specific rules for that scenario, same thing for Actual. This would be the script:   Namespace Workspace.__WsNamespacePrefix.__WsAssemblyName.BusinessRule.DashboardStringFunction.REP_ParamHelper Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As Object Try If args.FunctionName.XFEqualsIgnoreCase("GetAccount") Then //Do something End If End Function End Class End Namespace 

Hi,We are currently using a Dashboard that allows admin to remove users from Security groups. I would like to enhance this functionality so that approvers, rather than admins, have the ability to remove users from security groups.Currently, the system security roles under the " System tab" are set to "ADMIN" by default for the "Manage System Security Groups" setting.Unfortunately, we cannot make changes to these System Security roles due to the large number of approvers across various groups.Could you offer suggestions or guidance on how we can implement this enhancement effectively?Thanks in advance.

Hello everyone!I require some assistance regarding the following objectives that I have in mind for this cube view.Showing the monthly data input cells (which I have done), along with the total sum of all the months in the year.Getting a percentage by using the monthly data / current year.Currently, the Amount 227.00 under actuals - 2025 column is a member filter under rows/columns whereby i use getDataCell(CVC(Col, 1) + CVC(Col, 2) .... CVC(Col, 12)) which I know it isn't the best idea. But I want the column under 'Total' to show this amount and with this amount, I will calculate the percentage in the next table.For example, on the 2nd table (green cells), on row ACTYPE001, when the user click calculate, the answer should be 1/227 x 100 = 0.44% at Jan 2025, 2/227 x 100 = 0.88% at Feb 2025.Please advice on how I should approach these issues or any improvement or suggestion I should be doing.  

After having read a lot of this superb forum to discover OneStream, I'd like to ask you my first problem that I haven't managed to solve. I'd like to forecast sales for month M in relation to actual sales for month M-1 (if imported), or alternatively the M-1 budget, to which will be added management sales. If I perform this calculation in the view cube of the child entity, it replaces the actual M-1 with the budget when the actual M-1 does not exist (not imported).If I perform this calculation at parent entity level, entities with no M-1 actual are shown at €0 and not at the amount of their budget. I therefore end up with a sales figure that has been reduced by the number of companies that did not report sales in M-1. In my forecast calculation UD7, I was thinking of looping through each base member so that the condition calculation (if the actual is absent then takes the budget, otherwise takes the actual) so that the forecast sales figure displayed corresponds to the sum of the indiv