OneStream Platform Forums

I have a complex expression on the amount field in a data source used to convert any non-local currencies to the local currency (see below). That complex expression currently runs on tabular data with the time period (CurTime) I reference to pull the FX rate in one field. I am now wanting to have this same complex expression used on a Matrix data source with time across 24 fields. Any thoughts on how this could be done? Is there a Column Number api I could use to define CurTime?   'This is to look to see if the entity is a non local USD entity and convert the USD data to Local Dim fields As List(Of String) = StringHelper.Splitstring(args.Line,",") Dim curEntity As String = fields(2) Dim UKEntityDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "iFinDept") Dim UKEntityDimTypeID As Integer = UKEntityDim.DimPk.DimTypeId Dim CurEntityID As Integer = BRApi.Finance.Members.GetMemberId(si,UKEntityDimTypeID , curEntity) Dim CurEntityLocCur As String = BRApi.Finance.

We have several workflows that involve many steps.  The requirement is to have a button in a dashboard that runs the entire sequence or sequences.  This is coded and works.The problem is when running workflows using a BR, the UI status doesn't update unless the refresh button is clicked.  This action is not practical when operating in a dashboard because it closes the dashboard.How can I update the UI workflow status indications from the business rule?I need to go from this:To this:Without clicking this: Or leaving the dashboard.

Hi Team,For one of the Integrations, have a query on how to extract the incremental data loaded in a particular month in OneStream, so for example if you are loading data for May twice, and if we had 1000 last time and 2000 this time, client wants the change amount report Thanks,Dhawal

Hello,I am trying to limit the access of certain entities so they they can only see there own entites, i have it set up on the entities, cube, and the workflow profile so they have their own groups for each of their own set of data. The only issue is when they load their text files it is fine but when they run the transformation rules every line shows up as an invalid intersection and the error message is "No Security Access" for each line. I saw an article that recommended going to data access on the cube but i tested them empty and i tested them with what i thought the escalation rules should look like with no luck. So i wanted to see if anyone had any other ideas on possible solutions or where i might be wrong.Thank you

Hi there, After having loaded data through the Corporate Finance Data Review workflow step to the 2023Bud1 Scenario for the full year 2023, I was hoping to use the OS provided Application Reports dashboard to get an overview of, e.g., All Stage Source and Target Data (from the Data Validation dashboard report group), or Import Detail (Imported Data)(from the Import Detail dashboard report group), but the reports return no results. At a point in the process I was able to run the Data Validation - Intersection Errors report successfully, but none of the reports seem to pull any data now. My Workflow POV is set on that which was used when I imported the data and I don't believe the Cube POV has an impact. If anyone has come across this and have guidance to get these reports pointed at the right underlying data in OS it would be much appreciated. We're on OS 7.0.1 and I'm running Windows 11 Pro.Many thanks,Adriaan 

I'm creating a quickview to list all of our customers (UD2) over 24 months - is there a way to set a rule to exclude that customer if there's no value or if it's all 0? Thanks, Trish

Hello experts,How can we copy just data from an application to another?We have an on-premise setup and would like to copy data from prod environment to lower environment application.I know we can do simply do entire DB copy for that application, but it'll replace everything (like app artefacts).Is there a way we can just copy underlying data of an application? I noticed some data tables (BinaryData20xx, DataRecord20xx), but not sure if simply copying them will work. Thanks,Gaurav

Does anyone do regression testing when upgrading to a new version of OneStream or upgrading to a new version of a MarketPlace solution?  I'm looking for best practices, industry standards, etc. to more formalize this process for internal controls.  

Hello,we're trying to paralellize datamanagement jobs over years with this call QueueDataMgmtSequenceBut it seems the task called by this function is not running.Should we have missed something ?myTask1 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR1)myTask2 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR2)myTask3 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR3)myTask4 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR4)myTask5 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR5)myTask6 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR6)

Hi everyone-I am trying to create a reporting solution that can display data from two close calendar periods in a single cube. Is it possible to include two time profiles in a single cube?    

How To Revert Completed Workflow and All Forms at a One-time for all workflow profiles.

Is it possible to report on workflow  detail that was loaded into the import step of a workflow. Our company loads in several attributes in the import step that do not make it into the cube. Is it possible to create a report or a data adaptor that can display that higher level of detail.

Hi All,similar to this post: https://community.onestreamsoftware.com/t5/Reporting/BI-Viewer-Creating-a-clustered-column-line-chart/m-p/6355#M1099 I have created a chart with bars and a line on a secondary y-axis. I also used the method to form the secondary y-axis: Iif(StartsWith([Account]), 'Sales'), [Amount], 0)The problem now is that the bars are getting thinner by drawing in the 0 values and also the legend is overloaded by the 0 values. So I wanted to ask if there is a way to filter out these 0 values and not display them?Thanks for any help!

I wanted to know if we have two or more Import sequence in a workflow(one for manual load ,other for direct Connect) and and we dont complete one of the import sequence - can we still lock the WF as a whole and have the green check mark?

Hi all.We have a spreadsheet rule that needs to pull a value from another database table.The lookup runs successfully in an existing Dashboard Extender, and I was initially requesting the amount by calling the Extender from the spreadsheet rule, but that only ever returned the default value, even though the lookup does have a valid value.Because that failed to return a value, I tried making the call directly, as shown:sOperational_Capacity = BRApi.Database.LookupRowFieldValue(si, "ExternalDB", "XFC_STEP3_DEV2_OperationalCapacity", objDbwheres, "Operational_Capacity", 9876).XFConvertToDecimalLocalNB: The 9876 is just a default value that is different to zero, so that I recognise it, and we use the ConvertToDecimalLocal to deal with French culture users.Basically, when I run the call from the spreadsheet rule (either directly or by calling the Extender rule), I receive the default value every time.This same code runs perfectly from the Extender BR, returning the correct value.I have also

Hello Everyone,I am setting up Azure SSO & getting below error when trying to login. Could someone point me to the configuration section that may be incorrect in this case?   IDX10214: Audience validation failed. Audiences: '<GUID>'. Did not match: validationParameters.ValidAudience: 'null' or validationParameters.ValidAudiences: 'api://<GUID>, <GUID>'.  Thanks,Hiren 

Audit would like reports on activity regarding Business rule changes made by the administrator. The Task Activity reports give all activity in the system but since we have not made any changes to business rules yet, we don't know what to look for in the filtered details of the "Task Type". Is there somewhere we can get a list of all the possible activities that could be listed so that we can pick and choose the activity types the audit would like to focus on? And, if not intuitive, what is the type for changes to Business Rules?

Hello community,When creating a dashboard that requires user interaction, usually it is necessary to receive confirmation from the user to proceed or we just want to inform the user that something has happened in the background.In order to do so, one of the most efficient ways to do it is by displaying a dialog box from the code with the information that we want to share with the user and, if necessary, some buttons to catch the user response.  However, I still haven't found this way to do it while programming a Business Rule in OneStream. Since it uses VB seems that using the "MsgBox(<message>)" function should work, but the following error occurs:Summary: Showing a modal dialog box or form when the application is not running in UserInteractive mode is not a valid operation. Specify the ServiceNotification or DefaultDesktopOnly style to display a notification from a service application.When using MessageBox.Show() with the "ServiceNotification" option, then it doesn't

Dear Community,we have requirement to display top and bottom lines in all the column headers in excel format.Here in this above image, a line should appear below the scenario and view columns. Here both of the columns are overridden. If I apply "ExcelBottomBorderLineStyle" in Cell formatting. It applies for both of the columns since both are overridden.Here, in this case I have created a blank row named it as "Row1" and given this condition below: If (RowName Contains 'Row1') ThenExcelTopBorderColor = Black, ExcelTopBorderLineStyle = ThickEnd IfAnyhow, this method works only if I create a blank row and applied this conditional formatting. Is there any other way/formatting setting that can be applied to achieve this? Any solutions to this will be really helpful.Thanks 

Is there a way to display alternate columns in different colors even if we apply expansion (e.g.   .tree , .children etc.)

Is there an easier way to move a cube view from one Cube View Group to another? I am currently trying to reorganize dozens of cube views into different Cube View Groups, but they are linked to other cube views via row/column sharing. Because of this, I have to touch not only the cubes I'm moving, but those that it is linked to: copying to new group, renaming associated row/column sharing link in other cubes, deleting original, renaming new. Thank you!

Hello all,After entering the data in excel add in, unable to refresh the data, excel page showing blank only, please help me on this issue.

We are using Datalake as a centralized repository for raw data coming from D365, the goal is to integrate Datalake with Onestream directly but we are running into a "NO_BROWSETTABLE set to OFF" error. Our DEV team can stand up an azure sql server and write the data to that server....Doable but not ideal. How are you all setting up Integrations with non-odbc connections?

Hi All,I am currently facing a challenge with my SQL code in dashboards and would greatly appreciate your help in finding a solution. The issue at hand is that I have hardcoded the code to pull data from tables, but now I need to modify it so that when a user selects a specific month (e.g., 2023M1), the dashboard displays data for the selected month as well as the 12 months prior to it.To provide more context, here is the query I am currently using:SELECT ISNULL(Name, 'Total |!SelectAcc!|') AS Name,        SUM(CASE WHEN Period = '2022M12' THEN |!SelectAcc!|  END) AS '2022M12',       SUM(CASE WHEN Period = '2022M11' THEN |!SelectAcc!|  END) AS '2022M11',       SUM(CASE WHEN Period = '2022M10' THEN |!SelectAcc!|  END) AS '2022M10',       SUM(CASE WHEN Period = '2022M9' THEN |!SelectAcc!|  END) AS '2022M9',       SUM

Dear Community,we have requirement to remove the zero from empty row when it is displayed in excel format. As shown in the picture for empty row "0" should not present. Any solutions to this will be much helpful.Thank You.