OneStream Platform Forums

Does anyone know if its possible to reset parameter selections, like the button does below, via a business rule?  

We have thousands of IDs in our PLP register. Let's say ten of them are named Aaron. I can sort the register on the FirstName to see all of the Aarons on the first page. If I apply a filter to the column to only show people named Aaron, all ten of the Aarons display. However, if I sort the register by last name, for example, and filter on Aaron in the FirstName column, zero show up. If move to a page that has, say, one or two of the Aarons, then filtering on Aaron will return just those. The column doesn't use a parameter but even columns that do use parameters behave the same way. The filtering for all of the fields is effectively broken. Is there some new system-wide setting I should know about? Is there a workaround? Or, am I just enjoying a very strange bug?

Hi, Does anyone know if it is possible to have a BI viewer chart publish to a book?I have a dashboard where users can select an entity to view charts and can export to a PDF but trying to create a book that loops through entities and publishes a page for each one.When I try to connect to the BI Viewer Component I am just getting blank output. Any thoughts would be appreciated! Thanks! Posted by Ryann Hristovsky Migrated from Champions

Hi all, I am baffled as to why I am unable to retrieve the Text2 ( or 3 or 4 ) attribute value in a workflow profile. I use the following code to get the Text1 value : Dim wfClusterPK As WorkflowUnitClusterPk = si.WorkflowClusterPk Dim wfScenarioTypeID As Integer = BRApi.Workflow.General.GetScenarioTypeId(si, wfClusterPK) Dim sVarStep2 As String =BRApi.Workflow.Metadata.GetParent(si,args.SubstVarSourceInfo.WorkflowUnitInfo.ProfileName).GetAttributeValue(wfScenarioTypeID, 18000) However, if I substitute 20000, 22000 or 24000 as the attribute it will not apply this in the business rule. I have checked the database tables and the values are there with those attribute values and the scenarioTypeId is set to 0 for Actual. Here is the database filter, so the value are there, but why even I hard code the scenariotype as 0 will it not retrieve these values for me. At present, am only just trying to get them to show in the error log. I am running the cubeview from the workflow profile, previou

Hi All Does anyone know if you can get the current member name in a Member Formula? As an example, I have the UD8 member UD8 AverageRate_Budget - I want that information without manually adding a variable. I have a lot of members whose member names contain all the information for their value. It would save me a lot of time if I had one script that I could copy to all the members without editing them to update the member name. The members are DynamicCalc if that makes a difference. I have tried args.DataCellArgs.FunctionName and args.CustomCalculateArgs.FunctionName but they both raise an error. Thanks Marcus

Hi OS Experts,  I need to make "AllowAdjustments" to FALSE (from TRUE) for Parent elements in the Entity Dimension properties. so, I exported the Entity dimension in xml file and edit it in Notepad++ to update the "AllowAdjustments" to False but I am not sure which ones are parent elements. How to identify that particular element is parent or not? Is there any Key identifier to identify that the element is Parent or Base element? any suggestions. it is bit urgent kindly do needful.  

Hi Team, I have a cubeview in which i am passing Entity parameter in Rows based upon Workflow selection, and it brings me all entities which as value in Text4 property, but i need to have one base member value to be picked up in column. ex: if i select Top entity in rows, then my cubeview will bring all entities which as Text4 property and that same time i want to bring values for only one base member in one of the column (which as different POV), for respective Text4 entity members. can anyone help on this kind of requirement please.   Thanks Satish P

Hi We have setup Auto Translation Currencies on a USD Entity (AUD, JPY, GBP) Using XF Functions how can I display the Currency label i.e. AUD? XFGetCell returns the the data in AUD how can I display AUD in a cell as XFGetMemberInfo only shows me the currency attribute of the Entity (USD) Thanks Guy

Hi, i have request to pass the Entity filter in rows in cubeview but it should bring members which as text property. for ex: i am using text4 property for few entities and i want to bring only those entities in the cubeview. is there any way please. Please suggest if anyone as came across this requirement. Thanks in Advance

Hi to the OneStream Comunity.  Im having some issues since the IT outage that happened a weeks ago.  In this case I  have been using the a ODBC connector to pull from  Netsuite a  failry simple query to pull the Trail balalnce for all accounts. This since July 19th going foward is failing giving me this error: Summary: Unable to execute Business Rule 'SQL_NetSuite_TB'. Smart Integration Connector remote query failed. One or more errors occurred. (A task was canceled.)One or more errors occurred. (A task was canceled.)A task was canceled. Im assuming is a time out issues in the Netsuite side. Still working with them to figure out. To those that have a netsuite connection via ODBC and SIC, are you having trouble from the last two weeks? Out of quriosity, how many rows are you importing? How long is taking the load step? Thanks in advance for your reply.        

This syntax only inserts one line and the line does not have 'entity currency' or 'group currency' description in the [currency] column. Please advise on what the issue could be:INSERT INTO XFC_005_RCP_FinResults ( [PROJ_ID], [PROJ_DESC], [SCENARIO], [TIME], [VIEW], [ACCOUNT], [EOJ], [EOJ_AVG_FX_RATE], [AMOUNT_INPUT], [AMOUNT_FACTORISED], [FACTOR_PERC], CURRENCY )SELECT [PROJ_ID], [PROJ_DESC], [SCENARIO], [TIME], [VIEW], [ACCOUNT], [EOJ], [EOJ_AVG_FX_RATE], [AMOUNT_INPUT], [AMOUNT_FACTORISED], [FACTOR_PERC],CASE WHEN RowNum = 1 THEN 'Entity currency' WHEN RowNum = 2 THEN 'Group currency' END AS CURRENCYFROM (SELECT *, ROW_NUMBER() OVER (PARTITION BY [PROJ_ID] ORDER BY [SCENARIO], [TIME], [ACCOUNT], [CURRENCY]) AS RowNumFROM XFC_005_RCP_FinResultsWHERE CURRENCY = 'Project currency') AS tWHERE RowNum <= 2AND NOT EXISTS (SELECT 1FROM XFC_005_RCP_FinResultsWHERE [PROJ_ID] = t.[PROJ_ID]AND CURRENCY = CASE WHEN RowNum = 1 THEN 'Entity currency' WHEN RowNum = 2 THEN 'Group currency' END);

Hello,I'm looking for a function to put in a extensibility rule that will be handled via a data management sequence to execute an automatic import in a workflow that uses a connector datasource:   This function : Dim batchInfo As WorkflowBatchFileCollection = BRApi.Utilities.ExecuteFileHarvestBatch(si, fixedScenario, systemTime, valTransform, valIntersect, loadCube, processCube, confirm, autoCertify, False) executes the harvest file, in my case i want it to execute the connector businessruleDoes anyone know how to do this? your help is much appreciated.thank you   

Team, we are looking for a solution using python for code migration between the environments/ copy applications. Any suggestions on this ?

Hi Onestreamer's,                            i am building a report on cube view where i have 2 columns. In the first column there will be all month of the budget year. Now, i have to do custom calculation on second column(YTD). I have created parameter in runtime where the user gives input like 1,2,3,4....... upto 12. if the user gives 3 then the rule should take and sum the first three months value in the first column and it should store the total in the second column.                       if you know the solution for this requirement, then please share the solution here.Here is the image which is marked by red boxes is my requirement and that yellow box is the manual input data. Marked by red boxes Thank you.

I am trying to figure out conditional formatting in a cube view to show base level members as different color. For example, in a cube view- I have a row A#NETINC_INT.Tree,   I would like to display Net Income base members and their data in different color.

Does guided reporting support when the fiscal year differs from the calendar year? I know it did not previously and am wondering if it has been changed.

Hi , Is it possible to use REST API in SIC? If so, could you please provide some examples?  

Hi, anyone has worked with a similar member script or rule that has a conditions - eg assessed loss utilised in the current year is based on higher of $1 million and 80% of Current Taxable Income account. This is limited to the assessed loss carried forward account (Assessed loss carried forward is assessed loss bough forward, less assessed loss utilised in the current year). 

Hello, We have a DM that receives one set of parameter inputs and runs the business rule for a target entity. We would like to convert this DM to run on multiple sets of inputs for multiple sets of target entities. What is the best setup?  In the example below, users usually select one set of "SourceScenario=|!dl_LAPScenarios!|, SourceEntity=|!dl_LAPEntities!|, SourceUD3=|!dl_SourceLAPParcelForFcstCopy!|, Inflation=|!dl_LAPInflation!|" and select one "E#|!ml_InactiveNoStatus_WF_Entities!|", then launch the job through the dashboard button. We have a situation where they have to run multiple sets like this several times during the month, so we would like to set up an automation so that they can select multiple source to pair with multiple targets, and launch one button to trigger the job for all pairs of source and target.  Thank you, LeAnn  

There is a report that we use in Application reports "Import Detail (Account Mapping)" this report has a dropdown to select the time period. Previously the weeks and months were available for selection e.g. 2024M10  However now only weeks are available for selection and the months are no longer visible, any ideas on where this change could have been effected?  

Hi all,  I recently was going through a V8 upgrade and found that the documentation on ERPConnect with SIC was quite sparse.  I hope this post helps anyone who might be struggling as I was a few days ago.   Smart Integration Functions in Version 8 + now must make all calls using ERPConnect and referencing Dlls stored on the SIC Server.  Make sure you add your 'ERPConnectStandard20.dll' to the referenced assemblies property of the Smart Integration Function, this will allow ERPConnect and ERPConnect.Utils to be imported into your SIF.  You will likely also notice there is no IntelliSense for 3rd Party Dlls for SIF, which makes things a little tougher. Use this link for specifics related to the ERP Connect API.  ERPConnect.Utils.ReadTable - ERPConnect HelpCenter (theobald-software.com)   Smart Integration Function Snippet using ERPConnect  Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imp

We have a job that leverages the Global Time and Scenario to copy Actuals over into our Fcst Scenario.  My question is around the ability of a BR to change data in a certified scenario.  From what we are finding, even if we certify the Fcst Scenario, when the rule runs and the Global period has not changed, the BR copies/updates the Fcst period with Actuals.  Part of the problem is that sometimes we have to move the period forward for our operational folks while we are still working on Fcst so the Global Fcst scenario stays the same but the period get moved.  This then creates a situation where our DM jobs update the current period (Import Origin) with $$ which throws off our Fcst. My question is:  Is there a systematic way to prevent this or do I need to add logic in my BR to check the status of something (note: this copy is not tied to any WF's, just a general copy this to that). Goal is that once we certify our Fcst WF's (Entities are tied to these WF's), no

I am writing to the community to see if anyone knows of a way to programmatically update a Parameter from a Business Rule to update the Filter Property (for a Member List or really any type of list). I can see the way to set the "Default Value" of a property but not a way to update the List which the property gets its values from. The member Filter is set to just reference Net Sales, but what I'd like to really do here is build the Member Filter from a list that I create in a business rule (Dashboard Extender, call to an Extender Rule, etc). I only see these options: This will set the value to 2024, but it has to be already in the List... This throws an error after the 1st entry, but still won't render in a combo box because I'm not really adding it to the List of Member Filters... This will set the 1st value, but doesn't work for a list ... only 1 value... I don't see in the api an ability to modify the Filter property or really inspect a parameter and change its other properties.

Hi all,  I'm putting together confirmation rules for various forms, and have got a few working where the explained items clears a check to zero. These checks are isolated to a few accounts, and are pretty straightforward.  I am a bit stuck on creating the rules for the Balance Sheet variance form. The idea is that the users will provide commentary onto all Asset and Liability base accounts where the movement is over 50,000 Euros and over 5%. I started building my rule and ran some tests to see that the logic worked, but I haven't progressed much. See rule below. Sampling it on S_CashatBank account, I know there is a movement of 15,000 Euros in this workflow on one entity, so should pass above 100,000 but fail below 10,000. It fails on both amounts.  Also, where there is 1 confirmation rule looking at multiple accounts, how do people get to show on the confirmation page the different accounts that have failed the rule? Let's say there were 5 base members under I wasn't s

Hi there!I am using OS v8.1 and SIC with latest ERPConnectStandard20.dll and the other dlls.I can connect to SAP and retrieve data using READTABLE. Now I am trying to use CreateFunction but I am struggling.In my Smart Integration Function I have this :  Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq 'Added for SAP ERP Connect Imports Microsoft.VisualBasic Imports ERPConnect Imports ERPConnect.Utils Namespace OneStream.BusinessRule.SmartIntegrationFunction.SAPTest8 Public Class MainClass Public Shared Function RunOperation() As DataTable Dim r3Conn = New R3Connection("1.1.1.1", "00", "user", "pass", "EN", "224") r3Conn.Protocol = ClientProtocol.NWRFC r3Conn.Open() Dim r3Func As RFCFunction = r3Conn.CreateFunction("BAPI_MATERIAL_GET_DETAIL") r3Func.Exports("MATERIAL").ParamValue = "1001" r3Func.Execute() Return r3Func.Imports("MATERIA