OneStream Platform Forums

Dear community, Upon saving a Word document, I would like to apply some logics to my document (like data cleansing). My question is, is there an event handler business rule that we could use for that ? Regards,

 Hi All,I'm encountering an error while trying to import data:"No valid DataKeys (Scenario / Time) found in data source. Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source."I've attempted both options for the time dimension—applying 'Datakey Text' and then assigning the Time field, as well as using the 'current Data key time' options—but it’s still not working.For reference, I've attached the relevant code:```csharpvar fields = new List<string>{"ACCOUNT","ACTUAL","Time"};return fields;string wfYear = TimeDimHelper.GetYearFromId(api.WorkflowUnitPk.TimeKey).ToString();int wfMonth = TimeDimHelper.GetSubComponentsFromId(api.WorkflowUnitPk.TimeKey).Month;string periodName = $"{wfYear}M{wfMonth}";var sql = new StringBuilder();sql.Append("SELECT ");sql.Append("ACCOUNT, ");sql.Append("ACTUAL, ");sql.Append("Time ");sql.Append("FROM [tablename] ");sql.Append

Hello,  I'm trying to delete a File Share file but getting the error in the Subject above and I don't know what's causing it - I'm hoping someone can help.  This is my code: Dim fileName As String = "MyFile.csv" Dim folderPath As String = BRApi.FileSystem.GetFileShareFolder(si, FileShareFolderTypes.ApplicationRoot, api) + "\" + si.AppName + "\Groups\MyFolder BRApi.FileSystem.DeleteFile(si, folderPath, fileName) When this runs, this is the error:  "Conversion from string "\\sgc000462adev2.file.core.windo" to type 'Integer' is not valid."  Why is it trying to convert the folderPath to Int?  How do I fix this? Thanks in advance for your help!

Dear all, Is there a way to show for instance journal data and also identify which are the names of the journals involved in a given intersection? For instance if there are 3 journals going to the same intersection, recover in a CV 3 lines, describing the detail for each journal name? Thank you in advance.Best regards,Carlos

Hi, I am trying to establish a connection between OneStream and my local SQL server but getting below error. A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: SQL Network Interfaces, error: 26 - Error Locating Server/Instance Specified) (SQL Error Number -2146232060, -1) Business rule and error  

I cloned an existing connection that pulls the Scenario and Date from the workflow.  The new connection is requiring me setup a  New Scenario Transformation rule that is basically Budget --> Budget and time rule 2024M1 --> 2024M1.  The connection I cloned doesn't require the additional rules and was pulling Actuals.  All my Data Sources, Scenario, and Workflow settings seem the same.  Any suggestions on what I am missing?  I don't want to maintain the time rules, so that's why I'm trying to see what I'm doing wrong.

Is there a way to determine the number of data cells by account-type dimension member? In our example, we are reviewing an implemented application with millions of ZeroData cells and are trying to identify which account formulas are producing the most zero data cells.System Diagnostics has a "Data Volume Stats" tab that lists data cell status counts (i.e., RealCellCount, ZeroCellCount, etc) by data unit. However, there does not appear to be any reports that display this information by account. Has anyone had success retrieving this information via a different application report or custom SQL query (against the application database)? This is probably unrealistic to retrieve (given the data volumes required), but maybe there is a way I haven't yet considered.

Hi, We have a Dashboard Maintenance Unit which requires a user to have maintenance access for the object to be able to open the dashboard. In which cases is it necessary to have maintenance access for a dashboard if you don't need to maintain it in the Application-tab?  

Hi all, looking at the Train Me download available in the OpenPlace exchange for our org. Am I following correctly that this is ONLY for video uploads? Some of our users do not like videos and prefer a quick reference guide instead. I'd like to layer both options in ....curious if anyone has rolled this out and your thoughts. Also open to any other suggestions for documentation on training and MEC task how-to's.  We have a Teams site but it's clunky at best and would like a one-stop place for all the info. Welcome any insight, thank you!

Hi all,I am trying to build a business rule to dynamically disable a button (become invisible) once the form status is completed. May I know is there any function I could leverage on to fulfill this functionality?Any suggestion would be appreciated. Thank you.Best,Jacky

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I am having to build a lot of alternate hierarchy for external reporting, so I am going and building relationships with our main hierarchy. The problem I am getting into is every time I search for an account (example), OS collapses the hierarchy path where I need to "paste relationship", so I have to reopen it every time, and with a few levels to open, it is getting incredibly tedious. Anyone knows how to stop OS from automatically collapsing hierarchies?

Hi OS Experts: I have an existing hierarchy called "ControlMgt Hierarchy," which has several rollups underneath it. I need to recreate a new hierarchy named "ControlMgt Hierarchy_ALTERNATE," where "_ALTERNATE" will be added to all the rollups. The base elements will remain the same between the two hierarchies. I’m considering exporting the "ControlMgt Hierarchy" and updating it to include "_ALTERNATE" for all rollups in the XML file, and then importing it into the entity dimension. Is this possible? Will this create a new hierarchy, or will it overwrite the original hierarchy? Could you please suggest the best approach to accomplish this?

Hi, I wanted to know what the difference was between the following security: Workflow Execution and Workflow Access. Can someone please help.

I am trying to copy data from external database to OneStream SQL table. I am trying to achieve this by using Extensibility Rule. Can someone help me with the rule to save data into Onestream table.

I am an administrator however it will not let me change the colour of the onestream dashboard (This is for the test environment). It is greyed out so will not let me change. How do i change the colour? Thanks

I'm attempting to send an email with an attachment from a file stored in File Explorer. What does my file path look like if the file is saved in File Explorer->Application Database->Documents ->Public?  Regards,Anusha

Are report components (report designer) drillable when using vStageSourceandTargetDataWithAttributes? I want to be able to click on a value in a report component and it provide detail specific to that value. I know this can be done with cube views and other things where bound parameters are passed. Can I do the same for report components? If so, how? I can easily get the detail but I want it to be specific to a value in the report.

Hi, I need to know if I can put security to individual entities assigned to WF so that whoever has access to certain entities can only load/transform/validate for those entities and not all the assigned entities of the WF. Or,creating individual WF per entity is the way to go.

Hello, we encounter the following behaviour with the OneStream Desktop Client and the Excel Add-In: The Server Adress URL is stored in c:\users\[username]\AppData\Roaming\OneStream\Common\Settings\webserverurl.txt As soon as I click connect, the URL stored in the webserverurl.txt file gets deleted with the next start of the desktop application or the Excel Add-In, the Server Address field is empty and I have to get the Connection URL by clicking the three dots next to the Server Adress field (which is quite annoying). Does anyone of you encounter the same issue? Regards Martin Gebhartl

Hi Team, I know that periodic is calculated in system as a difference between current month YTD and previous month YTD. What happens if we just copy this periodic from one month to another?  Many thanks!

Hi all. I am building a report that requires more overrides than the standard cube view template allows for. 10 rows of this report require overrides to the scenario dimension for one column. These rows have either multiple dimension intersections (e.g. A#Net_Income:U7#Modeling:U8#Top) or exist as GetDataCell calculations. Each of these rows needs the scenario dimension overrode. Using column overrides is not an option as these rows already use the 4 column override options for variance columns. I have tried pasting multiple rows in one override property, but if the override controls more than one row it erases the dimension intersections specified on the row (e.g. turns the above dimension intersection into the standard report POV members instead of the specified members). How can I apply the overrides for these rows? If cube views allowed for more than 4 column overrides this would be as simple as adding more fields, but I am out of fields to input. Thanks in advance.

Hi, I am new to the OneStream. We have installed the Capital and People registers in our Dev environment and customized it as per our requirements. Now we are completed our development and are thinking of the ways to move the work to Prod. How do we migrate these registers along with customizations (rename the columns etc.) from Dev to Prod? What are different ways to move the registers from one environment to another?

Text1 in workflow has two entity seprated by "/"   Text1 parameter Entity1/Entity2   I'm trying to achive rule   If entity=entity1   calc1   else if entity = entity2   calc2        end if  end if     How do i retrive entities in text1 seprated by "/"

I need to create a business rule that will move a file from a user's folder in File Explorer to the server's File Share. I am using the BRApi.FileSystem.GetFile method to successfully read the file, but I am unable to write the file to the server. I believe my issue is with the XFFileInfo parameters. I am not sure how many parameters to provide and what the value to provide for the folderFullName parameter. Here is my current code: 'Get the file Dim sourceXFFileEx As New XFFileEx sourceXFFileEx = BRApi.FileSystem.GetFile(si, FileSystemLocation.ApplicationDatabase, sourceDir & "/" & sourceFile,True,True) 'Save the file but this part is not working Dim targetFileDataInfo As New XFFileInfo(FileSystemLocation.FileShare, fileName, ??) Dim targetFileData As New XFFile(targetFileDataInfo, String.Empty, sourceXFFileEx.XFFile.ContentFileBytes) BRApi.FileSystem.InsertOrUpdateFile(si, targetFileData)