Discuss the features and functionality of OneStream.
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I'm building a cube view where I want to pull, in tree view, all descendants of a particular hierarchy but I also want to apply 2 where clauses: Where the member is either a 'parent' OR where the member's description begins with certain letters. So my MF looks like this: U4#MyHierarchy.TreeDescendantsInclusive.Where((HasChildren=True) or (Description Startswith FS)). To step back though, at this point, I can't even get the first part of that syntax to work on its own. I keep getting unexpected text "HasChildren.....". Doesn't seem to matter how I write this (with or without the 'where') per the OS documentation. I'm just wondering if anyone has successfully used this and perhaps provide a working example so I can figure out what I'm doing wrong here. Thanks in advance for any guidance.
I am attempting to update the "text" property (which varies by time) for my UD1 members using a business rule that pulls data from a custom table. The update process works as expected without any issues. However, when I remove a data value from the table, OneStream removes the value from the text property, but the corresponding period remains selected, showing blanks (see Screenshot 2). I am removing the data value using the "Else" condition as shown below (Screenshot 1).Can anyone provide insights on how to also remove the period from the selection when there is no value? TIAScreen Shot 1: Screen Shot 2:
Hi, I have an admin Workflow Profile where I have children steps that are different dashboards. I would prefer not to create these as Forms steps as I want to certify each step and not every Form. I have system default settings to set this as Profile Active True/False. Is it possible somehow to change so this is only Active for months which are not a quarter? I want to remove this from the Workflow Profile in quarter months to avoid and eliminate the risk of someone using this dashboard in a quarter.
Hi,I'm trying to learn more about the business Rules and what they are doing.Where can I find the various function implementations.For Example: I have this function Dim connectionString As String = GetConnectionString(si, globals, api)For the GetConnectionString function where is the code for this funciton ? so I can read and understand what its doing ?If this is in the API, I have been looking there today, can you reference which folder / document I can get this.Thanks for your help in advance.
May I have an example of using UserState Parameter in the Api.Data.Calculate? Thank you
From a button-click, I want to open a different Dashboard, in a new tab (or just open it). It should be fairly straight forward, using: But if the Dashboard I want to open is not within the "Default" workspace, OR, if the Workspace that is hosting the Dashboard is not set to: the function does not work. Smart as I am, it should only be a matter of minutes to figure out the right combination, hereby prefixing the dashboard name with the Workspace name: XFPage=Dashboard:Current.MyDashboardName. But nope. Hopefully someone out there have the right combination to unlock level 2 to the Dashboarding Tour de Master. Cheers Frank
Hi all, We have a CV that we want to suppress based on V#Footnote values but the suppression seems to ignore this column and only suppress based on number values. Is that true? Is there any workaround or any way to have OS recognize text as a value to base the suppression on? Any info would be helpful! Thanks!
Hello, colleagues, Could you please advise am I right that when I create new user in OneStream application (and indicate his e-mail address in user profile), this user will not receive automatic e-mail notification about this?
Hello, everyone, Could you please advise is it possible to see workflow status on each entity (if data was loaded or not, if there are any validation issues etc) in one report?
Hello, everyone, Could you please advise if we will need for Budget scenario more detailed accounts, than for Actual scenario, am I right that it will be solved by the following way: Create second Accounts dimension Apply this new Account dimension to Budget scenario on tab Cube Dimensions in Cube Could you please also advise how to copy existing Account dimension members into new Account dimension (as the first step before members updating for Budget scenario)?
Dear User Community: My users have asked me what is the major difference between version 8.4 and soon to be released 8.5. Does anyone have an answer? Has anyone been part of the beta groups (guessing they have them)? Love to hear because we need to know if we should wait for 8.5. Thanks,SP
Hi allI have a tableview that retrieves cube data and adds the stage data for the cube data. It is displayed in a spreadsheet which has conditional formatting to highlight the stage records. My problem is that all the formatting is wiped when the tableview is executed. I have tried to format the rows in the tableview but the only option I can find is for column format.Does anyone know if it is possible to retain the formatting in a spreadsheet when using tableviews. Failing that anyone know how to format the rows in a tableview (I want to format some not all rows).Any suggestions appreciated. Thanks Marcus
Hi All, I am trying to schedule a task in Task Scheduler to trigger a Data Management job every 180 minutes, starting at 02:50:00 AM and ending at 9:00 PM. However, when I attempt to set this up, I receive the following message. Is this a warning, or is it something that needs to be addressed in order to resolve the issue? Thank you for your assistance.
Hello,We've recently upgraded to OFC 8.4 and after this upgrade, underlying RCM table names have been updated.For ex - XFW_RCM_ReconItems is now updated as ReconItem.Earlier on OFC 8.2 , we were able to query this table using a data adapter as well as in Business rule (DBConnInfoApp) . But now it's not working anymore. Same issue is occurring for all other RCM related tables. It does work for other tables not related to OFC/RCM (for ex - Member).Are there any restrictions in OneStream to query certain application tables? Is there any workaround for this?Regards,GauravTable showing in Application Database: Giving error while querying from data adapter:
Is it possible to copy a value from one cube to another mutually exclusive cube with a Custom Calculate business rule? I am trying to copy a value from the Cb#Financial cube to the Cb#CASH cube. However, using the “api.Data.Calculate” code below I get the error “Invalid destination data unit in script” even though the Data Unit defined in my Data Management step matches the target cube Data Unit.Dim sTops As String = ":C#Local:S#AOP_Final:V#Periodic:A#BGMOPEX:F#EndBal_Input:O#BeforeAdj:I#None:U1#TopUD1:U2#TopUD2:U3#SALARY:U4#TopUD4:U5#TopUD5:U6#TopUD6:U7#None:U8#GC_USD" Dim sNones As String = ":Cb#CASH:E#US01:S#CashForecast_Forecast:T#2024M10:C#Local:V#Periodic:F#EndBal_Input:O#Forms:I#None:U1#None:U2#None:U3#NoVendor:U4#None:U5#None:U6#CashForecast_Plan:U7#None:U8#GC_USD"
Hi All,As the name states above I'm trying to dynamically modify suppression settings on a column in a CV based on a value selected in a parameter. So for example let's say if a user selects an option from a parameter I want to modify suppression settings on certain columns based on that selection choice. I have two questions:Is there a way to do this?If there is a way, how would this business rule/function be passed? In the CV? In the Cube? Thank You...Any assistance on this would be extremely helpful.
Hello, I'm somewhat new to writing code for confirmation rules. I'm trying to create a confirmation that is only for 1 entity and we'd like it in our general rule groups for confirmation rules and not have to create it's own rule profile. Basically we need to the rule to be If WFProfile Entity <> 02140 return True, if not then (enter rule I already created). I couldn't find anything in the documentation about making it entity specific and excluding other entities. Thanks, Will
Hi, Is it possible to attach a file from the public folder to the mail using the function, BRApi.Utilities.SendMail(si, emailConnectionName, toEmailAddresses, subject, body, attachmentFilePaths) Would appreciate any assistance. Thank You.
Hi All, I would like to execute a batch posting of all unposted journals in all base workflow profiles. Is there a way I can execute the posting via business rule? Thank you in advance.
Hi All,We currently have BiBlend set up to use all 20 attributes. We're considering reusing two attributes to load data from different columns (these attributes are currently used but are no longer needed). Our plan involves renaming these attributes in the Cube Settings and updating the data source.Does anyone know if this is possible? Are there any restrictions or limitations on how attributes can be used or modified after the initial configuration?Thanks in advance for your insights.
how can i retrieve the WF (year-1) M12 in CV column? example: WF year: 2023, 2024, 2025 CV column time parameter: 2022M12, 2023M12, 2024M12
how can i change the Is IC account parameter to true from 2025? for historical data it should be false
Hi Everyone, I'm designing a form where I display accounts in rows and columns header like Beg Bal, End Bal, Variance, etc. In the rows, I've configured a member filter as follows, which pulls all accounts under the PREPAY hierarchy, but excludes A#150123: A#PREPAY.Base.Remove(150123):Name(|MFAccount| - |MFAccountDesc|) This works perfectly, as it displays all the accounts under the PREPAY hierarchy except A#150123. However, when I try to display the total, I encounter an issue. I'm using the following member filter to display the total, but it doesn't work: A#PREPAY.Remove(150123):Name(Total: Prepaid RF, net)orA#PREPAY.Remove(A#150123):Name(Total: Prepaid RF, net) As a workaround, I have displayed the accounts under PREPAY individually and used the following formula to display the total: Is there a simpler or more efficient way to achieve this without the workaround? TIA
Hi Everyone, has anyone already tried to reference a Workspace Assembly business rule from a Finance or a Connector business rule? I have a business rule that is packaged to an Assembly in a Workspace: It has a set of public functions returning dictionaries and other variables. And I would like these functions being called from a Connector. I can successfully reference it from another Assembly workspace. But when I am using the same syntax in a connector, that is not working: I am assuming the referenced Business rule must be declared in the Properties, but I am not sure of the syntax. Or even sure this is accepted. Many thanks to anyone who can helps!
Howdy,When using Guided Reporting, the Selector List Labels are not being positioned correctly. As shown below, the label is positioned on top of the next parameter (to the right) instead of the parameter it's associated with. Has anyone experienced this before and have a solution? Additional information:Occurs in every report when viewing in Guided ReportingGlobal Selector List Labels are aligned as expected Thanks in advanceMantis
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