OneStream Platform Forums

We tried to copy from test environment to development environment which failed. we emailed Onestream who gave the following response: 'Thank you for logging this request with us. It looks like the app copy failed out due to a lack of storage space in your Prd1 environment. You can view the applications in your Prd environment by using the System Diagnostic tool. The latest release of System Diagnostics (PV620 SV200) now allows cloud customers to see up-to-date information on all Application Database sizes and Elastic Pool used space from within the OneStream application, under Environment Analysis reports. This is now available on our Solution Exchange website: (https://solutionexchange.onestream.com/dashboard/home/browse)We can provide 2 potential solutions with this:1. Delete any applications that are no longer in use. You can do this by entering in a Service Catalogue request.2. Increase storage limit (which can incur costs)   We have couple of questions on the above: 1) how mu

Hi Community Is there any way that we can do to display currencies based on our entity through extensibility rules

  I tried to refresh cube view using macro, the cubeview connection parameter is not refreshing based on macro buttion is there any code to refresh delimited list parameter pop up after clicking the macro buttion So i can change the combination in the parameter and run. currently i am using the below code.    Set xfAddin = Application.COMAddIns("OneStreamExcelAddIn")If Not xfAddin Is Nothing ThenIf Not xfAddin.Object Is Nothing ThenCall xfAddin.Object.RefreshXFFunctionsCall xfAddin.Object.RefreshCubeViewsCall xfAddin.Object.RefreshXFFunctionsCall xfAddin.Object.RefreshQuickViews'Call xfAddIn.Object.SubmitXFFuntions'Call xfAddIn.Object.RefreshXFFunctionsForActiveWorksheetEnd IfEnd If

How can I change my dates(month,year) in my reports based on cube views. I want to modify directly on the reports. Could someone please help me with that? Or how to create to POV bar (screenshots in where is located)

Hi,  I have been working on creating reports for some time and after trying different options I have some questions: Mainly: how are the reports created by default? How did you solve (usually) the problem of the comments?  I had originally planned to work with Books but they have (IMHO) limitations in the format or the comments are not displayed well, so I have ended up in Excel where the CVs are retrieved and commented. However, I have many reports that often only change in the query (MTD, YTD, segments) and I would have to create a CV for each report (I have also done this but it is getting confusing, therefore I would need to save some of them). How should I most efficiently create reports where I explain deviations in the products, deviations in the P&L at monthly and annual level (and this for several UNITS) and deviations in the balance sheet? BTW What is the best way to upload the comments in Onestream from Excel? Is there a good PDF manual with all of this informa

How are the Debit and Credit inputs treated when using an account set as Account Type Balance on a Journal?  Are debits positive and credits negative?

Hi I'm currently reviewing the functionality of the Narrative Reporting and need some guidance with it. Per the option to insert content within a document, I have managed to get a Cube View to be active within the doc but cannot get a report component to generate?  I also managed to get the XFCell reference to work. The following is what I have used for a CV generation, which works fine: However, the actual syntax provided does not match what actually needs to be applied for it to work in the doc (i.e. see below provided syntax): Is there a list of what full syntax should be used for each of the categories listed in the Insert Content option? I've tried to use the same as the CV generation for a Report Component but that doesn't appear to work (as follows): {DOCVARIABLE "{XF}{Application}{Report}{rpt_FSR_BS_8_8_1}" "" ""}   Any help with this would be much appreciated?   Thanks

Hello OneStream community,I'm working on a data import process where our source file contains Entity codes with hyphens (e.g., "ENT-BER"), but in our OneStream application, these codes use underscores instead (e.g., "ENT_BER").I'm looking for an efficient way to automatically transform these Entity codes during the import process without having to create individual mappings for each entity.Where in the OneStream configuration should I add this transformation rule? In the Data Source settings, Transformation Rules, or somewhere else?Any guidance or examples would be greatly appreciated. Thank you in advance for your help! 

What is the simplest way to remove zero data from the application? This could be both calculated and user loaded data. Hoping this will improve performance. 

Hello. When importing an application from an older version of OneStream XF into the latatest version of OneStream XF in CloudI received an error message regarding the "DataManagement.xml" file. It wasn't admitting the <dataManagementProfiles> section of the file. So I had to remove it fromt he XML file to load sucessfully the application. Then when I entered the application (using the OneStream client), I saw in the screen that we didn't have a section for DataManagemente Profiles (neither a button to craeate them). Are they still in use? (so we should open a Ticket to get the issue checked by OneStream Technical Support)Or are they an outdated type of artifact that no longer exist in the newest version of OneStream XFSupport?Thanks in advance

Hello,  I need to extract all the UD1 Default values and am stuck on statements 3 and 4 in the example below.   Example using cost center 1100: Dim strUD1Member As String = "1100" 1-Dim UD1Member As Member = BRApi.Finance.Members.GetMember(si, dimtypeId.UD1, strUD1Member)2-Dim UD1MemberInfo As MemberInfo = BRApi.Finance.Members.GetMemberInfo(si, DimTypeid.UD1, UD1Member.Name, True) 3-Dim UD1Properties As UDVMProperties = UD1MemberInfo.GetUDProperties()  ? 4- ? I appreciate any help you can give me. Thanks!    

Hello, A client recently asked if it’s possible to create an 'exception cube view' based on an existing main one. The main cube view includes both positive and negative amounts across rows and columns. The client specifically wants the exception report to display only the negative values. To address this, I created a UD8 dynamic calc member that returns the U8#None value if it's negative and returns nothing if U8#None is positive. I then applied this new UD8 member to a copy of the main cube view, ensuring suppression is enabled. While this works well for smaller reports, the performance suffers with larger reports due to the nature of dynamic calculations. I also applied the classic formatting where positive amounts are transparent but it leaves the report with a lot of rows and columns that have the text transparent. Any other ideas on how this can be achieved?

My client has member property Text1 in UD1 as a second description or alias, he wants to display Text1 instead of name or description. I tried with CV Function "u1#top.descendants.where(Text1 <> '')", but It is not working because keep appearing name or description. Any recommendation with function CV or XFBR please? Thanks.

Hey Community,  So I am wondering if anyone has any smart idea how to split into multiple BiBlend tables when loading a file into workflow with workflow name Blend. My current DataSource is using Delimited files. And I have a column in table that I map towards a attribute dimension which contains of 5 different values. I would like to split the tables based on these values instead of loading file in 5 different workflow steps.  In earlier projects working with data mgmt export sequence data sources I have accomplished similar result by using connector setting "SourceFieldName" to do this. But this option is not available for Delimited File. So if anyone have any code snippet examples on how to hook any businessrule up with the data source or similar that would be extremely helpful!   

I have a forecast scenario S#AugFcst_7_5 with the following properties:WF Time = 2023M7WF start time = 2023M1WF end time = 2024M12# no input periods = 7I have a Finance business rule function that is being initiated using a dashboard button in the workflow.  The dashboard button calls DM Sequence/step where data units are defined as WFScenario and T#root.WFTimePeriods, business rule = FPA, function name = ttmaverageIn the function (ttmaverage) I am limiting the calculation to only the base periods of 2024 and I want it to calculate V#Periodic by looking at S#Actual, V#Trailing12MonthAvg, T#2023M6I receive the following error when executing it:I believe the error is because I want it to calculate off S#Actual, T#2023M6, V#Trailing12MonthAvg and that includes time periods that fall outside the range of my WF scenario AugFcst_7_5.I tested this by changing the formula to look at S#Actual, T#2023M6, V#Trailing6MonthAvg and the calculation works but obviously does not give me what I nee

Hello, I am wondering if anyone would be will to help me with a business rule for our people planning.  I am not sure how to read these, but I am trying to determine where in the rule it's telling which periods to calculate.  For some reason it's not calculating all the periods. If anyone could help, please send me a message and let me know if you could point me in the right direction.     

I am using a below code to display Intersection Error. The code works perfectly fine- except for one thing. The problem is when the error is - Invalid Member Name.Entity,2010 It only outputs- "Invalid Member Name" (may be because it gets period) Is there a way to update below code to also show Entity ,2010-  instead of just 'Invalid Member Namr' ***************************************************************** Guid gWFid = si.WorkflowClusterPk.ProfileKey;                     int idScenario = si.WorkflowClusterPk.ScenarioKey;                     int idTime = si.WorkflowClusterPk.TimeKey;                       using (DbConnInfoApp dbConnApp = BRApi.Database.CreateApplicationDbConnInfo(si))                     {                    

We have lot of workflows by entities, for each entity we need to add another workflow step(Import). and each workflow has different security groups. here, how can i updated the new workflow step at a time at one go. Can you please suggest us some easy ways to update the same. Thank you, Shiva Prasad.

Hi - I am trying to execute the below code but it is not taking the prior month actual data. Could you please let me know what am doing wrong? It is copying only the current month.    Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(V#YTD:F#EndBalInput:S#Actual:T#2026M11,[A#[BalanceSheet].Base],[U1#[Total_CostCenter].Base])") srcdataBuffer.LogDataBuffer(api, "Results",10) Dim Acct As String = String.Empty Dim UD1 As String = String.Empty Dim UD2 As String = String.Empty Dim UD3 As String = String.Empty Dim UD4 As String = String.Empty Dim UD5 As String = String.Empty Dim UD6 As String = String.Empty Dim UD7 As String = String.Empty Dim UD8 As String = String.Empty Dim f As String = String.Empty Dim Inc As String = String.Empty Dim Org As String = String.Empty Dim ResultDb As New DataBuffer For Each Cell As DataBufferCell In SrcDataBuffer.DataBuf

Is there a non-admin role in onestream for health/performance monitoring, without any admin rights? Else is there a REST API to auto-export the "tasks" and "errors" logs on a recurring basis?     FYI, Since our recent v8 upgrade, my REST api calls to the onestream service are failing with intermittent and unexplainable issues.  The api never returns anything helpful in the way of an error message.  I only get 5xx codes with no content bodies.  I'm assuming that any information that may be relevant is found only by digging into the nullreferenceexception's (in the adminstrative tools found in the front-end U/I below)       ... while software developers should not be able to administer a production environment, we should be able to at least investigate these random and unpredictable errors (internal server errors).  I'm hoping there is some sort of read-only role for that, or at least an API to export the information that would otherwise be f

Happy Wednesday,  I'm trying to automate our account recs module. I have been successful in automating the data load.  But I'm trying to figure how to call that "process" within my extensibility rule.  I tried to trace back the rule that executes the process recons. What I found was a DB Extender rule (RCM_SolutionHelper), that is been referenced within a button component. Wondering if there is a way to call that function.   Would appreciate any ideas.   Best, Mustafa A   

Hi Team, Please help us if any possible way for below requirement. I have multiple rows and columns. here, If my three columns "Time 3(D2), Time 4(E2) & Time 5(F2) are have zero data, then Row "Entity 1(A2)" should get hide. i have tried CV suppression setting but it is suppressing the row when the entire row have zero or No data. Kindly let me know if any other setting needs to apply.    

Hi All,   I need some assistance in printing the to dimensionally get the parent name of the Child member. Code populating the base member into the table is completed without any error. Can someone please help.   Thanks   

Hey, I am working on rule to allocate cost to product. It worked when one side of buffer is unbalanced but I do have both. Here is the example. Not sure how can we do? My rate are by Product and NO COP while Cost is by Country of production, by account, by function. I want to store cost where we Cost are and allocate to product.    

How to create a financial report? What tools do i need to create one in the platform