OneStream Platform Forums

Hello, I am trying to insert an excel file (tab) into a book that will export to excel. The purpose of the file is to insert a tab as a separator between report tabs so that the name of this excel tab denotes the type of reports that come next. I am having trouble inserting an excel file so I have created a work around by creating a blank cube view and giving it the output name that I want it to have and then brining that "report" into the book, but I don't feel like I should have to do that. If anyone has any knowledge on adding an excel file to a book, that would be great. Thanks!

Hai Everyone! Does any one know business rule to create a new member in a dimension using business rule by extender.If anyone knows please let me know and Share me the VB.net code.

Hi everyone. I have a problem with setdatacells, and it sends the following error: Scenario 'Forecast 2023M10’s workflow settings do not allow input for Time member ‘2023M9’. I know this is a bit strange, but I need to modify values from the previous month. For example, now that I’m in November, I want to affect September. In February, it allows me to make these modifications because it’s still possible, but I want to do the same for the following months. The function value gives me as a form and I believe it is necessary to pass it to import, but I have no idea how to do it. For Each strItem As String In ({"Amount", "Annotation"}) Dim listTargetDC As New List(Of DataCellEx) For Each drResult As DataRow In dtResult.Rows Dim dcpkTarget As DataCellPk = drResult("DataCellPk") If strItem.Equals("Annotation") Then dcpkTarget.ViewId = BRApi.Finance.View.GetIdFromName(si, "Annotation") End If Dim dcTarget As New DataCell(dcpk

Hi Everyone, Here's a (hopefully!) simple question to see if anyone has done this... I want a confirmation to run but only after T#2022M12 and onwards so that if a workflow was ever run in the past for some reason then this confirmation rule would not be triggered. I've played around with the Frequency Member Filter in confirmation rules but haven't got it to work. I want to to say something like: "Where Time > 2022M12" but obviously in the correct syntax. Is something like this possible? Thanks! Richard

Hi all, I'm bit new in developing rules in one stream and I have a simple question. I'm trying to retrieve the accountId member name from a member formula on the account itself. I'm using the below code but it seems api.Pov.Account.Name is not working, if I replace it with the account name it works. Dim AcctName As String = api.Pov.Account.NameDim AcctId As Integer = api.Members.GetMember(DimType.Account.Id,AcctName).MemberId Any suggestion?

Hi all I accidentally deleted a Business Rule by loading a XML file with an older version on top of it. Is there any way to recover it? Cheers

Hi everyone. I’m working on a cube view, and I have a variable that handles the scenario, and I want another column to have the PY of that selected scenario, so if you could help me know how this can be done. Example for the scenario to modify.  

Hello, I have a workflow step of type 'Workspace, Certify'. Through a workspace button, I am able to complete/revert the step. I am wondering If I can navigate to the 'Certify' window automatically upon completing workspace through a business rule, or we can only do so manually ?

Looking for help to display Text data in a cube view.  I'm using the member filter below which works for every account type EXCEPT  DynamicCalc.   Account Type set under Settings in the Member Properties (see below).  U8#Acct_Text3:V#Annotation    

Hi,  We are using the Excel upload to load some data to OneStream. A problem arose when we found that even by locking the workflow it was possible to load data using Excel.    Is it possible to prevent this behavior? 

Hey folks, Just wondering if we can automate IIS reset in the task scheduler. I don't see any Snippets or related BRApis in the Extensibility Business Rules. Surfed through various Community posts but, didn't help much. Any guidance here will be helpful.  

Dear all, I'd like to know whether you've been faced to this issue. When defining the CV there are several nested dimensions in the row definition and I'd like to show it so that the header is repeated to avoid empty headers on the rows (see image below). Do you know how it could be possible to edit it? Thank you    

We are moving an entity to another parent.  Prior periods have been locked.  Will this cause an issue with reporting as the entity will roll up under a different segment.  Trying to determine if we need to create another entity for reporting purposes.

Hi there, I have the same issue as that of the link below but I'm looking for a solution without using a DynamicCalc nor GetDataCell because the parameter "Allow sparse row suppression" is set to True. Does anyone have an idea about how to proceed? Regards How to bring attribute "Text" fields value into a Cube View - OneStream Community (onestreamsoftware.com)   Edit: When using a DynamicCalc member and "Allow sparse row suppression" = True, it entails an error (see following image)  

Dear Community, How to get multiple time period data in FDX ?  We have data's in row manner. We need it in column wise. The data is imported into a table using FdxExecuteDataUnit function. 

I have an issue with the member formula with the below condition. It checks for Account Type Revenue or Expense. However if the Account Type is Revenue or Expense, still the condition is not met. Is there any issue with the way the condition is written? If api.Account.GetAccountType(api.pov.account.memberid).Equals("Expense") _Or api.Account.GetAccountType(api.pov.account.memberid).Equals("Revenue") Then   Return 1 End If

Hi, I am wanting to show the scale of dollars in a report, I have the parameter |!Divisor!| which has display items as Whole Numbers, Thousands, Millions, and Billions. When I use that parameter in a report instead of showing the display items it shows the value items which are 0, 3, 6, and 9.   Thank you, Jeremy Morgan    

When refreshing a quick view after having changed the PoV, any formula in the row that is refreshed will be cleared.Is it possible to retain the formula ? Example: A1 Formula B1 PoV C1 PoV When changing B1 and C1, and refreshing A1 will be cleared. Thanks!

Hello There, Is there a way to get the 'Integer' behind each Account Type based on a 'String' ?Context: I am trying to create new Account Members with pre-defined properties, all properties were straightforward except for the account type. Below a code portion for modifying a property & a hardcoded solution: myaccountMember = BRApi.Finance.Metadata.GetMember(si, DimTypeId, accountID, True) Dim AccProperties As AccountVMProperties = myaccountMember.GetAccountProperties() 'Add AccountProperties '*** Text123 *** AccProperties.Text1.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt1) AccProperties.Text2.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt2) AccProperties.Text3.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt3) '*** AllowInput *** AccProperties.AllowInput.SetStoredValue(Boolean.Parse(isAllowInput)) '*** Account Type *** Dim accTypeInt As I

Hi, I didn't see anything in the Install/Config guide or in the Onestream Community search, so I figured I'd just ask.Is there documentation regarding installing a self-hosted OneStream setup into a cloud environment?Particularly regarding the registration/addition of new server instances (consolidation,staging, web, etc) into the config files:-- Web Server Configuration file\Application Servers-- Application Server Configuration file\Server Sets Between server lifecycle events and lambdas calls, I'm sure something can be hacked together, but just thought I'd confirm what is/isn't available. Thanks!

Hi All, I am trying to add two UD2 dimension members in the Cube view member filter and obviously , its not allowing me to enter them. I went through the approach of creating a dimension in UD8 and then copying all the data from the UD2 dimension to UD8 dimension in order to show the two columns. However, it is not working for me. I used the following code in dynamic calc formula for UD8: B2C_PGC_Provider so that I can reference it to UD2 ( all member dimensions and included data):  Dim U2Filter As List(Of Member)=api.Members.GetBaseMembers(api.Pov.UD2Dim.DimPk, api.Members.GetMemberId(dimtype.UD2.Id, "Programs_Provider")) For Each memberObj In U2FilterBRApi.ErrorLog.LogMessage(si, memberObj.Name)Next. Please let me know what is wrong and how this can be resolved.

For example,  when a user creates a journal and wants to attach some evidence.  Is it possible to stop them from uploading a 40 gb video file or something equally silly?  

Hello Fellow OneStreamers, Please bear with the long post. I have the following workflow profile structure that contains Level 2 data unit overlap I am trying to change based on a financial planning requirement. The requirement comes in when an analyst reconfigures an hourly labor position in one of the assumption forms. A clear, retransform, load, and seed process should occur to align loaded data with the new configuration that will be used throughout the planning process for a particular position. The current workflow structure is a hinderance here because kicking off this process for a particular position retransforms and loads all entities which is much more data than needed. It also contains Level 2 data unit overlap because the same data unit is currently being loaded for the specified accounts within the current workflow profile structure. Our Current Production State: Base Input Workflow Structure Current State: Import Labor Data (Base Input Workflow Profile Step) Import Act

Dear all, I'd like to know how do you define a particular text for an IC member. I thought that once you define a text for an entity having a IsIC = True will transfer that information automatically to the same member in the IC dimension but it seems that it doesn't work that way. Given this, how would you set up the text for IC members? Thank you. Best regards, Carlos 

Dear all, I'd like to know how you deal with this kind of case, because > and < symbols are special for .XML files. I have a case where the description uses a ">" or "<" symbols but they are not properly recognized once they have been loaded, instead they are loaded as ">" or "<". Do you know how to define them so the load would work properly?   Thank you.