OneStream Platform Forums

We are on 8.4 with OIS and SIC being used in OneStream's Azure environment.  We are 99% sure changing over to SaaS is nothing but a flip of the switch in our case, but just doing due diligence to see if anyone had any issues flipping over to SaaS.

Hi Team, Is there a way for us to ONLY copy data over to another application without messing with the current applications functionality? For example, only migrating certain components of an application.

Hello, We're in the middle of implementing Task Manager and whenever a task is using the "Open Workflow" task type, it seems not to send a notification email when the task has been completed and ready to be approved. We've tested other tasks and the email notifications work fine. Is this a known issue and if it is, is there a way to get around it? I guess we could set all the tasks to "No Action" task type, but I feel like that would be redundant for them to go to TM and then have to go to the WF instead of being able to click on Execute and take them to the WF. Thanks, Will

Dear community,My company has just switched over to v8 and we are in the works of switching over from a current rest API to the Power BI connector.Is there any guide or thread that goes through how to set the prompts for the connector? I get a little bit confused as to what needs to be filled in. For example, the prompt asks me to fill in "Entity" and many other dimension parameters - however, our business consists of many, many entities and I would not like to create one data connection for each one of them. Same goes for "Account" and many other fields, none of which I am able to leave blank.Any advice? Rasmus 

Hi all,While getting into OS, I'm trying to figure out how to leverage on its framework... And I have a question related to secrets management.Let's say that - at application (workspace?) level - I need to access to a remote service that requires an OAuth token (or user/pass tuple, or whatever I need to keep away from user's eyes - and fingers).The above mentioned secrets should be (visually?) managed by an administrator. Does OS offer something out-of-the-box to accomplish this task ? And, in case, can we leverage on some API to retrieve secret data ?Thanks for Your answers.FabioG

Hi,I've got a business rule where I use BRApi.Workflow.Metadata.GetParent(si, si.WorkflowClusterPk) to look at the status of the parent workflow profile. However, if a user does not have access to the parent workflow profile, then they get an error "Security Access Error. User is not authorized to access workflow profile". So it seems that the function BRApi.Workflow.Metadata.GetParent(si, si.WorkflowClusterPk) is not very useful and it is a bit bizarre that it refers to user security. Is there a way to run this business rule as administrator perhaps or something else I can do?

Please share how to load XML files using DM Jobs.Thank you.

Hello Community,I'm writing a rule to copy data from one scenario to another using api.data.calculate.However, I would like to exclude some accounts from being copied. Something like the following:api.Data.Calculate("V#YTD:S#ACTUAL=RemoveZeros(V#YTD:S#ACTUAL_TEST)","A#Root.Base.remove(A#CAPEX_ACCOUNTS.Base)") I understand that the Remove function will not accept a member expansion. Members to be removed must be listed in the function as specified in this post:"What is the best approach to “subtract” members in a hierarchy, the following member filter is not returning the expected results. E#Tot_Mgmt.Remove(Houston) | OneStream Community"But is there any alternative to do it without listing accounts to remove one by one ?Any help is appreciated!Thank you

Hello, I'm trying to calculate an External and Internal Gross Profit calculation based off a few conditions. To calculate External/Internal GP, I need to allocate the ExtCGSOther group + OpExp using our UD1 MFGResale between External/Internal using an allocation basis of ExtMLBS and IntMLBS (with the exception of account 6123 which is 100% External). I need this calculation to be on a dept by dept basis. I'm not really sure where to start and I tried looking at Golfstream but couldn't find anything that fits what my company is asking me to build. Thanks, Will

HelloWe are using the BRApi.Utilities.SaveFileBytesToUserTempFolder command in a dashboard extender rule to open a file generated by IFS.  It will create PDF or Excel files based on the extension of the file.When the user tries to open either file type they get one of the following errors.I am able to locate the generated file in my Temp folder but it won't let me open from there either.Has anyone see this or know of a solution?  I am aware it is a MS issue probably not OS, but was just thinking there may be a new way to generate these files so MS doesn't think they are corrupted.The client is currently on 7.4.2.  They had previously been on 6.8.1 but apparently have not used this dashboard since then.Thank youCR 

Hi All, I'm looking for assistance to add a column title in my current BS report. Please refer to the screenshot. I have a requirement to add a Title 1 and Title 2(Highlighted in Red) in my report. TIA  

Dear all, We have 2 custom calculate functions (Finance BR) that are executed one after the other. The 1st one uses V#Period as POV and the 2nd uses V#YTD as View POV. These POV are set on the data management steps that use these functions.We'd like to merge both functions into one to simplify maintenance but the fact that they use different View POV creates an issue; if the data management steps uses V#Periodic or V#YTD, one function will work properly but not the other. Do you know how it can be set as a fixed View POV into the functions itself? Maybe there's a way updating the value of the "args" variable that is used as an input into the formula.Thank you for the help and guidance.Best regards,Carlos 

Hi Team,   I have a question around the orphan members. I know that when we remove the relationship, the member gets moved under the Orphan section. After moving to the Orphan section, can we load data into the member through the Workflows? Thanks in advance AK  

We have FX rates published in a table to/from virtually every currency in the world. However, this is something like 70k rates a month and the vast majority are for currencies we don't use in our OneStream application. The majority of the rest are for combinations that we don't use. Of these tens of thousands of rates, only about 25-30 are actually relevant. I'm trying to automate this filtering using the currency filter from the application properties, which returns a simple comma-separated list, like so: CAD,EUR,JPY,USD In this example, I want all rates to/from USD. So, I ditch the ",USD" and want to filter on the three remaining currencies: CAD,EUR,JPY Writing a query in SSMS, this is trivial. Writing the query with straight up string manipulation in the BR is also straightforward. However, I'm trying to be (perhaps needlessly strict/cautious) by passing this in as a parameter. This makes me want to use my laptop as a non-brand-specific flying disc and restart life as a hermit in a

I am trying to record an additional Depr Exp in December 2024.   Db Depr Exp (P&L) Cr AD Machine &Equip. (BS) However, when I roll into January 2025, the effect of the December entry has been calculated into the BOP Retained Earnings, but my balance sheet does not balance.  I can tell the AD Machine & Equip account does not reflect the additional amount recorded in the journal entry.  I need to enter this JE into January of the following year, am I supposed to enter this as an unbalanced journal entry, hitting only AD Machine & Equip?  

I encountered this Boolean today for the first time after writing (and reviewing) code for five years.  There is no mention of it that I can find in the documentation.  Based on the name itself, I can guess that this is a Boolean to make sure you're not on C#Elimination or any other of the "non-Currency" members of the Cons dimension.Have I guessed correctly?

Hello, I'm trying to create a cube view that grabs actuals from People Planning and populates the future periods with the latest month of actuals. e.g. in M3, M1=M1 Actuals, M2=M2 Actuals, M3=M3 Actuals, M4-12=M3 Actuals.  I need this in a cube view because we need to be able to show the data in both local currency and USD.  People Planning is currency agnostic.  I tried this directly querying XFW_PLP_Plan with SQL and a biViewer, but ran into the problem of not being able to bring in FX rates.  I can only show local currency.Has anybody done this or have any ideas?  Perhaps something with UD8?  Perhaps there is something simpler I'm overlooking?  There is SO much to learn with OneStream and I know I'm only scratching the surface.

I recently discovered that data from deleted Scenarios is not removed from many of the application data tables (XFW_PLP_Plan, XFW_PLP_Register, ...)   Does anyone know why it remains and is it safe to remove as the scenario no longer exists.   I would think removing the old data would improve performance and reduce db size.    Or am I unaware of the tools to perform such maintenance?

Hi,We are using the capital planning module. There is a requirement from clientFor a few lines, users should not be allowed to change, modify, or delete anything.However, if he adds additional lines, he should be able to edit, add new line or remove.Example:In the budget scenario, data is copied from Actual, and it also has its own budget data.So, for data that comes from Actual, end users should not be allowed to modify or remove.However, for budget data, he should be able to update, change, and remove lines from the Capital Planning Register.Is it possible?

Hello,I'm working on a rule that drills back into source stage data from the target summary table. I'm receiving an error on the ReadSourceDataForSummaryRow line that the method or operation is not implemented. I've verified that the parameters I'm passing are correct and in the correct format.Dim importTable As List(Of TargetDataInfo) = BRApi.Import.Data.ReadSummaryTargetData(si, si.WorkflowClusterPk, Nothing) If importTable.Count > 0 For Each importLine As TargetDataInfo In importTable Dim summaryRowID As Guid = importLine.SummaryRowID api.LogMessage("before, summaryRowID: " & summaryRowID.ToString) Dim sourceLinesForSummaryID As List(Of SourceDataInfo) = BRApi.Import.Data.ReadSourceDataForSummaryRow(si, summaryRowId) api.LogMessage("after") Next End IfHas anyone else encountered this issue before? I'm working in OS version 8.2.3, but didn't see anything relevant in subsequent release notes.Thank you!

 Hi,  I'm trying to display a time-variant text property of the UD1 dimension member in a report. The challenge is that the text value can exist in any period of the member, so I currently loop through the forecast periods (spanning two years) to retrieve the values. While the code works, its performance is not good.Is there a way to fetch or look up the text properties by time (possibly from a specific table) without iterating through all periods? Any command or optimized approach to achieve this efficiently would be highly appreciated.Dim Date As String = $"{year}M{month}"   Dim timeID As Integer = timedimhelper.getidfromname("Date")Dim myVaryByTimeId As Integer = BRApi.Finance.Members.GetMemberId(si,DimType.Time.Id, Date)Dim mbrText As String = BRApi.Finance.UD.Text(si, 9, mbrId, 1, -1, myVaryByTimeId)

Hello OneStream experts: Thank you for the helps in the past. I have a quick question about place UD1 members in Account dimension UD1 constraint For example: In my account metadata dimension: I have 2 accounts 4001-Sale_IceCream 4002-Sale_Donut In my UD1 product dimension: I have 4 products all under one parent product Product_1,Product_2,Product_3,Product_4 I want to place Product_1, and Product_3 to the UD1 constraint in account 4001-Sale_IceCream's UD1 constraint field. But OneStream only allow me enter one product member in that filed. I can only enter Product_1 but cannot enter both Product_1  and Product_3 in the field.  Thank you so much in advance to help me get through this issue.  

Hi,Is there a way that I can see all the intersection errors for all lines rather than selecting one line at a time and seeing just that one constraint error?I've checked in Application Reports and can't find anything that helps.ThanksGuy

Any ideas what attributes this message might be referring to? There are no errors in the error log and the Task activity shows reconciliation discovery was completed, yet New = (0). Thank you for any leads in advance!  

Currently I have a button on a dashboard that will run a business rule that checks if a specific load task is completed.  If it is, it will trigger a data management job to run.  If the load job is not completed the process ends.  I would like to trigger a pop-up window telling the user if the data management package is not going to run.  So far I have been unable to figure out the commands to do this with-in my business rule.   Thanks, Tom