OneStream Platform Forums

Is there any way to format a number for the FORMULA DRILL DOWN to show as more than two decimal places or format the output as a percentage?  I have some factors that are applied against another account that need 4 or more decimal places to look like they calculate correctly.  In the example below, the number should be .0588.

I am building a data adaptor for journal entry information using  command type: Methodmethod type:journalforworkflowunit query:{Cons}{Actual}{2022M9}{All}{JournalStatus='Posted' and UD7name='CONS_ADJ'} i would like to be able to pull multiple months of journal but it seems that the query only accepts single month values as the third filter. it there a way to pull all months prior to and including my filter) like 2022M9.allpriorinyear

Originally posted by Andrea Tout7/2/2019 Has anyone ever had a data source that is two columns for the amount and they have to be added together in the file *-1? 

We seed actuals into the monthly forecast, but headcount isn’t pulling over and we’d like it to for reporting. I found where the business rule is for this process and can see it is currently set up to just pull Income Statement accounts.  I just don’t know how to update/change it to include headcount (our headcount is a statistical account).  

Hi Has anyone used a data adapter using the WorkflowStatus method type? It generates a field called TotalStepCount. The number of steps usually equates to the number of steps in the Workflow Name, but not always: I understand that this is because a single step in the workflow name can actually represet multiple steps (which are included in the TotalStepCount), but I think this is context dependant - i.e. varies depeding on the other steps in the workflow. Does anybody have a way of seeing exactly which workflow(name) steps are being counted in the TotalStepCount field?

Hi, I'm building a Forecast template which brings in Actuals for the YTD periods, and the future periods are form inputs. The actuals are based on all stat entities, rolling up to a Parent (let's call it M_GROUP). They are all tagged with a UD1 Region code, "MEA" for example. To input Forecast, users post by Region so regional entities have been created, such as M_MEA. The issue I have is that the Group Total columns do not update to include the base entity data once a user has submitted their input. I can Force Consolidate, and this works, however I would have thought a simple consolidate would also update this? Where it is highlighted green, this has been force consolidated.  Red highlight, I just used the consolidation button. My preference is to have it as user friendly for basic bookkeepers to see their totals without having to force a consolidation.  The form looks like below:Does anyone have a better method to input forecast data using the spreadsheet me

Hello Team,We are in planning of upgrade from lower version to higher version and looking for best and stable version with out any issues.Also could you please guide us best planning approach to implement this activity.Thank you. 

Hello - we recently updated the stored values in the Percent Consolidation property in several large entity hierarchies, so there are 3 stored items with different time periods for each child. We found today that when we pull data using a YTD view, whether in the Excel add on or a cube view within the Windows application, the consolidated numbers on the parent do not match the children when the latest stored value is applied to the child data. However, we did find when the view is changed to Periodic the consolidated parent data matches the product of the child data and the current Percent Consolidation. Is this issue related to the Consolidation View on our Actual scenario? Its currently set to Periodic. If this helps, our Consolidation Algorithm Type is Standard.

Hi all,I need to make a calculate icon in a dashboard visible based on the form status. Based on another post in the forum to check the workflow status, tried below script to first check the workflow status and return true if completed and false if not completed.It throws error message as "The given key is not present in the dictionary".Kindly enlighten on the reason for this error message and on how the form status can be checked. Thanks

Hi, I have a Cube View where I expand accounts to report on columns using a parameter (each parameter choice generates three different columns, but all regarded as Col1). This is a specification of what is reported in the Balance sheet on two specific accounts.Parameter has choices: AccountA, AccountBAnd the report shows AccountA1, AccountA2, AccountA3 or AccountB1, AccountB2, AccountB3.I want to add a row which retrieves data reported in the balance sheet so I can reconcile the reporting in this form/CV against the balance sheet.Do I have to create a business rule for this and if so, how?I want row3 to show either AccountX or Account Y based on if I have chosen AccountA or AccountB in the parameter.

Hi,Does anyone know if it is possible to export a Dashboard to PDF on one page?I have a dashboard that incorporates a CV on top with two graphs in a BIV below.  I need both the CV and BIV components to export to PDF on the same page?  I have only been successful with exporting the components separately onto individual PDF pages.Any help is appreciated! Thanks!

Is there a way to make parameters have multiple selections in cube views?

Hi all,I'm working on a Dashboard Extender BR where different processes will be triggered depending on the button selected by the user on the dashboard.The BR is structured this way:The two parameters shown above (p_scenario and p_yearmonth) retrieve the value for Scenario and Period from the WF.Every time the user clicks on a different button, two variables are assigned the value of WF Period and WF Scenario as shown above. The process works fine for all of the dashboard buttons except one. When that one is clicked, the values of WF Period and Scenario are not retrieved. The two variables shown above are left as empty strings. Any idea what might be causing this? I'm using the same formula for all of the buttons:Dim Scenario As String = args.SelectionChangedTaskInfo.CustomSubstVars.XFGetValue("p_scenario")it works fine on all buttons except that one Thanks in advance for any help on this!

I am working on a report that shows YTD, Quarters and Months based on the pov.  The Year and Month works fine however for Quarters, when I pull a non quarter months I am getting the inverse of the prior quarter.  The formula I am using for the quarters is below.T#quarter(|PovTime|).allpriorinyearinclusive:v#QTD  

When running a book, sometimes the user will be prompted with a second dialog box. The first will include all applicable parameters for them to select. After clicking 'OK', a second dialog box will pop up that reads: "There are no additional parameters for the selected item. Select OK to continue." Only after that will the book run. What causes that second dialog box and is there any way to stop it from happening?

Hi Experts,I have subsidiary entity where it needs to be consolidated 100% but with other line of adjustments as belowNCI calculation on equity portion/Share capital elimination.in HFM, We used to write on default consolidation rule first and then method specific rule on top of thisif same thing is to be applied in Onestream, can i follow as below ?If entity method is subs thenStep1 api.ExecuteDefaultShare() to consolidate every account 100% firstlyUser defined tagging=> Text tagging to Equity related accounts to pull accounts for NCI portion calculation.Step2 Text specific Source accounts are reversed with Minority portion(%) into Elimination member and same writing to offset NCI account into the Elimination member like HFM ??  

We worked with OneStream to set the Inactivity Threshold to 90 days but discovered inactive users are not automatically Disabled after 90 days - only flagged as 0 days of "Remaining Allowed Inactivity".  I'm assuming we could create a Business Rule or some other process that could query OneStream security data within the system to confirm users who meet the "Remaining Allowed Inactivity" = "0 Days" criteria.  Manual review could work as well but not preferred.Any suggestions on how this could be automated in OneStream?Thanks in advance.

Hi All,We have an issue where we are unable to delete an entity member from the hierarchy.We get this error: "Unable to delete member 'XXXX'. Error removing member. Member 'XXXX' has data.How can we clean the member 100%, so we can delete it? Thank youRomario

OS Version 7.4.1. GolfStream v44When calling BRApi.Finance.Metadata.GetMembersUsingFilter in a Cube View Extender rule I'm getting a null return. e.g.:List<MemberInfo> members = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "Account", "a#16999.children", false);I'm following the method signature:Is there a better/alternate way to get the output of a memberFilter in a CV Extender Rule?

Hello, we are working on a constant currency Actuals scenario that will be using alternate FX rates and are in the process of testing a Hybrid Scenario with the 'Copy Input Data From Source Scenario' setting.  We are running the data copy with a 'Force Calculate' Data Management Step using the 'Execute Scenario Hybrid Source Data Copy' setting.  We have found that after resetting the hybrid scenario, the first run of the copy step is taking around 50 minutes to complete, but subsequent copies are only taking 7 minutes.  Is this expected with a hybrid scenario copy?

Hi Experts,can you please suggest/advise what kind of consolidation Algorithm type rule we need to write generallyours is orgbyperiod application, we have subsidiary entities(75%) for this NCI/Goodwill and also other part of side holding company - Investment elimination is to be taken care along with ICP elimination in standard. 

Hello, our client wants to have the option to use OneStrem in Turkish for some users. I know that using culture settings we can add descriptions for different languages to the members. What I am actually looking for to change the application language meaning the options buttons, anything on the user interface. Thanks

Hi Experts, I would like to store existing cell destination value to temp variable so as to write back to destination by appending of source cell value using databuffer - with the following script i have written can only copy source cell to destination, but it does not append if the value is already exist in destination prior to write from source cell amounts.( I need because multiple source values are writing up to same destination then each time it is getting replaced already existing value- which is not correct as per the business case) Dim ResulDataBuf As DataBuffer = New DataBuffer() Dim DestinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("V#Periodic") Dim DataBufFilter As DataBuffer = Api.Data.GetDataBufferUsingFormula("FilterMembers(V#Periodic),[A#[root].base.Where((Text1 <> "")And (Text2 <> ""))]") DataBufFilter.LogDataBuffer(api, "records", 100) For Each sourceCell As DataBuffercell In DataBufFilter.DataBufferCells.Values Di

Hi All, I have written below rule where, I am not able to see the results, But rule is executed without any errors. Rule is about : Writing up the source values based on the Tex1 and Tex2 assigned in the source Accounts. where Text1 & Text2 are target Intersections to to actually be written to... Kindly help me if something is missing in the code. Dim ResulDataBuf As DataBuffer = New DataBuffer() Dim DestinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("V#Periodic") Dim DataBufFilter As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(V#Periodic,[A#[BS].Base.Where(Text1 <> vbnullstring And Text2 <> vbnullstring)])") For Each sourceCell As DataBuffercell In DataBufFilter.DataBufferCells.Values Dim cashflowCell As New DataBufferCell(sourceCell) 'Temp buffercell within the loop to copy my cashflow cell Dim sText1 As String = api.Account.Text(cashflowCell.DataBufferCellPk.AccountId, 1) 'Source Mvmt Dim sText2 As String = a

Hello,   I am looking for help with the quick view functionality. We are moving from HFM, and when creating back up for certain journal entries/rollforwards in HFM ad-hoc excel files, we would type POV:{} in the header of the spreadsheet so that when the file was printed it would also show the POV members used to generate the data in the spreadsheet. I have included an example. Does anyone know how to accomplish something similar through quickview? Thanks!