OneStream Platform Forums

I am trying to run a Custom FX translation rule on run a set of Account @HistoricalRate with Periodic Rule type.The function seems to be working fine for the direct Rule type but does not seems to be working for the periodic Rule type. any reason? Dim Accts As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(api.Dimensions.GetDim("Dim_Accounts").DimPk,"A#Equity.Base.Remove(A#CTA,A#CY_RE,A#Pr_Yr_RE)") Dim AcctList As New List(Of String) For Each Mem As MemberInfo In Accts AcctList.Add(Mem.Member.Name) Next If AcctList.Contains(api.Pov.Account.Name) Then Return New FXRateResult(False,api.FxRates.GetCalculatedFxRate(api.FxRates.GetFxRateType("HistoricalRate")),FXRuleType.Periodic) 'Does not work 'Return New FXRateResult(False,api.FxRates.GetCalculatedFxRate(api.FxRates.GetFxRateType("HistoricalRate")),FXRuleType.Direct) 'This works (Commented) End If  

Hi, we recently migrate to OS 8.2.2 and we are facing a strange issue with the cube view connection in Excel. When we refresh them excel takes a lot of tie to show them and it looks like it's building them slowly on the screen. Example:  Frist came the color of the column headers; Second the color of the row headers; -Third the text somewhere; and so on.  It's like that excel is building lively the cube view and calculating each cell including setting the style of each cell.  Any one with the same issue? We tried to open the same connection in the spreadsheet inside of OneStream and the performance was great.  Kind regards

Hi, I need to extract the Task Activity from 01/01/2024 until today for audit purposes. Do you know if there is a report or the best way to extract this data instead of extracting it page by page under the below Task Activity option? Thanks in advance!    

Hi, When we load two siblings where the Load Overlapping Siblings is set to True. How does the system know what Accounts to clear from Day 1 loads to Day 2 loads. For example, Day 1: Sibling 1 Loads Act A for $10... Sibling 2 Loads Act A & B for $10 Dav 2: Sibling 1 .. No Change.... Sibling 2 Loads Act A only (Replace) for $10 ... How does it know to clear Act B Nothing has been setup regarding Channels for Accounts? Thanks  

Hi all, Has anyone else experienced the following issue with "Save Offline Copy" feature in excel? If the user has "retain all formatting" set to TRUE in preferences, the file takes an unreasonably long time to save.  During my testing of the file (only 684 bytes in size), I waited over 10 minutes for save to complete and it never did so I had to kill Excel and relaunch every time. If that retain formatting option is set to FALSE, the file saves immediately. Interestingly it also saves with all the formatting as well - except for any 'superscript' font settings. Same behavior seen whether using Excel 32 or 64 bit.   Same behavior seen whether saving to local folder or onedrive folder This makes no sense.  Really all the save offline process should be doing is replacing all cells containing XF() functions, with the resulting values. Right?  And If I set retain formatting to FALSE, shouldn't it save without any formatting at all?  This setting doesn't seem t

Hey there,We have created a BI Viewer and we want to extract the BI viewer to excel but through a button in a different dashboard. Is there way to get the data in the Bi Viewer through a Business Rule, create an excel workbook and save it to File Explorer>Application Database>users>(userName) ?I know how to create a workbook from a dataTable or a dataset in the BR and save it, but I am having a hard time getting data from the Bi Viewer to the business rule.Thanks

Hi, Is there a way through cube views member formulas or any other means to combine two scenarios? For example when reporting Actuals vs. Plan we now have a Plan_1.0 and Plan_2.0.  Rather than creating a new scenario to combine the two - is there a way to report on Actuals vs. (Plan_1.0+Plan_2.0)?  Thank you!

Hi! I have this cubeview with the filter member below When I export to Excel, I would like have the columns header filled with the dimension name "Entity" and "Consolidation" Someone can help me?  

Hi,  right now we have a bunch of Forecast scenarios that have a time span of two years, example:  Jan 24 to Dec 25 Is it possible to lock some inputs in one specific year? The forecast process has a period where some entities are adjusting some keys and they only should be able to do it in the second year (2025), not the first one (2024).  Any idea? 

Hi Everyone. What I want to do is restrict access to certain ICs so that some users cannot view them ,currently, even after changing permissions, they still appear. Therefore, I would like to know how to implement a solution where only specific intercompany data is accessible to a user.

I am storing a record in one of the OneStream database tables, but once stored, I am unable to view the component on the OneStream page. I need to refresh manually multiple times or modify another component to see the changes. Could anyone please help me resolve this issue? Thank you.

Hi, I'm currently setting FxRates via BR using below snippet: objFxRatePk = new FxRatePkUsingNames(osFxRateType, osFxRateDate, sourceCurrency, targetCurrency); objFxRate = new FxRateUsingNames(objFxRatePk, decimal.Parse(rate), true, false); objFxRateList.Add(objFxRate); // <removed for brevity) BRApi.Finance.Data.SetFxRate(si, item); // <snip> BRApi.Finance.Data.LockFxRate(si, rateType, currentMonth); It works fine but when a new source currency is added, it doesn't show up in Application/FX Rates table. *** EDIT - realized I didn't phrase this very well *** Am I missing a step somewhere? Am I missing a step somewhere to automate this? Or is it not possible?

We have a requirement to have daily backups for our applications for a period of 15 days.  OneStream cloud offers point in time backups up to 7 days and only weekly backups past that period.  I know how to back up artifacts/metadata in OneStream but not sure how to back up data.  Does anyone have any ideas on the best way to create a data back up?

For context, we have a button on a dashboard that triggers a function held in the workspace assemblies (specifically as Dashboard Extender).  That function starts a data management sequence.  When the user presses the button OS just stops.  You can't check status, you can't navigate anywhere else in the instance.  The button remains depressed seizing hold of your instance until the DM sequence is complete. The issue is this sequence takes up to 30 minutes to complete.  You can open a new instance and move on, but that is highly inconvenient.  Is there a way to set it up in the assembly dashboard extender that the DM sequence runs as a background job, and the button doesn't need to stay active until complete? Thanks,

Can anyone tell me why our standard journals are reversing every month?  I thought that you had to select 'auto reversing' type for reversing and standard would therefore not reverse?

Trying to write transformation rules for a delimited TB file and Onestream does not recognize the "dot"/bullet point character. Makes it impossible to do a transformation profile load/extract to load mapping data, as when I load the transformation profile via load/extract the bullet points come through fine. But when the actual TB file is loaded to the workflow, the bullet points are not recognized. Thoughts?    

Hi Team, I  am building a cube view  with 8 columns and need to set up the color formatting to it which is yellow color for total values in first 4 rows/columns and red for negative numbers , green for positive numbers in the next 4 rows/columns , can anyone suggest.   Thanks in advance.

Hi, is there a way to completely validate data cell access for a user in a BR using the api? I'm looking for something that would run the same logic as you would expect from a cube view, basically validating cube, scenario, entity and sliced security at the same time.  I would expect a method that takes a user and a datacell object and returning true/false or similar.  

Hello, I'm creating a cube view and I created a U8 that looks at Entity text 5. Using the following formula. Dim cfoHelper As New OneStream.BusinessRule.Finance.CFO_FormulaHelper.MainClass Return cfoHelper.GetMember("Entity","Text5", api, si) I've added it to the my CV but it only gives me the text 5 for the entity and not the IC, in which I need it to be. Since IC and Entity go together, is there a way to have it read the IC value for text  5 which is my Level 2 filter? Entity is the level 1 filter and I need to pull all base level entities and the IC entity it has done business with a particular account. So the final column shouldn't all say "CTB" since that's the text associated with the USA entity. I need to it read what text 5 says for the IC member in the level 2 filter. Thanks, Will

I can extract data by using SQL in the System and Application Tables, but I don't know how to extract the Data from the System Tab -> Logging -> Logon Activity, Task Activity or Error Log.  If I choose right click and export, then I just get the current screen. Thanks in advance of any help / suggestions. Tom

Does anyone know if the local SIC gateway supports JDBC data sources (SIC Version number if appropriate) and if not is there are workaround for this ?

Is it possible to create a report that shows all of the Business Rules within an application and where in that application each business rule is being used? 

I have composite rules for my accounts involving 3 dimensions, but when validating the load, if there are missing intersections it would not show me the combination of the 3 dimensions but only one.  is there a way to see the intersection missing involving the 3 dimension?   for example for the following first line  when i double click it to see the source intersection i find out there are many  so my question is if there is a practical way to see all the missing mappings at once?

I tried using this function to pull the account description but keep getting an error.  I'm sure because I am using the wrong fields.  I looked for samples but can't find any.  XFGetMemberInfoThis function retrieves the description in the system.  Each Parameter needs to be defined.XFGetMemberInfo(MemberInfoType, DimTypeName, MemberName, NameorDesc, NameandDesc)

How to enabling tree expansions (+) in columns? This functionality works on rows when using the member filter (.tree), but it does not work on columns.   Any solution? Please.