Discuss the features and functionality of OneStream.
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hi, I was trying to use a cell format parameter I had stored in an Account Text field in a cube view using an XFBR rule. Can this work? My attempt below. thanks, Greg Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As ObjectTry If (args.FunctionName.XFEqualsIgnoreCase("CheckDataForVisibleColumn")) ThenReturn Me.CheckDataForVisibleColumn(si, globals, api, args)ElseIf (args.FunctionName.XFEqualsIgnoreCase("GetAccountFormatFromText")) ThenReturn Me.GetAccountFormatFromText(si, globals, api, args)End If Return NothingCatch ex As ExceptionThrow ErrorHandler.LogWrite(si, New XFException(si, ex))End TryEnd Function#Region "Standard Helper Functions" Public Function GetAccountFormatFromText (ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As StringTryDim AccountID As String = args.SubstVarSourceInfo.PovMembers.Account.MemberI
I am trying to populate 30 months with depreciation. So if an asset value is 300,000 $, and it is to be depreciated to zero in 30 months, that would mean that I have to fill each month with 10,000$. Seems like standard, simple BR that has already been written. Does anyone know where I can find sample BR code for straight line depreciation?
Do the OneStream Excel VBA functions return a value that can be used to determine success or failure? For example, I am loading data to a cube using a sheet with a number of XFSetCell() formulas and then using the VBA function RefreshXFFunctionsForActiveWorksheet() in a module to load this data: Call ExecuteXFFunction("RefreshActiveSheetXF") ........ Public Sub ExecuteXFFunction(XFFunction As String) ' This executes whatever XF functions are defined on the active worksheet. The active worksheet needs to be set before calling this function Set xfAddIn = Application.COMAddIns("OneStreamExcelAddIn") If Not xfAddIn Is Nothing And Not xfAddIn.Object Is Nothing Then Select Case XFFunction Case "RefreshActiveSheetXF" Call xfAddIn.Object.RefreshXFFunctionsForActiveWorksheet Case "RefreshActiveSheetQV" Cal
Hello team,I am wondering if I can call an UD détail with args.confirmationruleargs.info ? I need to display and show only the data that fail based on UD.base , is it possible to do that on the info box in the confirm rules or should i do it through BRs and then call it in the conf rule? And do you have an idea what can be the syntax to show the base members of a specific UD that fail ?Thanks in advance , appreciate your help
Hi,Can anyone help in writing a confirmation rule where if Account starts with 4 and U3#00 has a value then the rule fails and the Account name is displayed.I am getting an error in running through the loop for all the account starting with 4, the rule probably stops at first match itself. If anyone could give the rule from scratch would be great!Thanks!
Hi !I have a SQL table available where I wanted to show a radar graph based on its data.It turns out that BI Viewer is not providing radar or spider graphs, so I wanted to know how to have such graph based on a data table and not a cube view. BAsed on what I've seen, the Advanced Charts allows to work with cube views or business rules only. Does someone have a business rule in order to extract data from my SQL data table and have it as a source of the graph ? Regards,
Hi all, While our Forecast or Plan scenarios are open to user input, we have hourly consolidations that are scheduled. Sometimes our consolidations complete in 5-10 minutes, and users are able to validate their data by 10 minutes past the hour. Sometimes the consolidations run long if they overlap with Process Cubes. Does anyone use a dashboard to show end-users success/failure of consolidations or other types of status messages? They did express resistance to being added to email notifications that our administrators get each hour. I appreciate any tips/tricks/best practices you might be using. David Geci (Red Hat)
Our company currently has an internally development Microsoft SharePoint site that we utilize for our subsidiary entities to submit documentation to Corporate to consolidate the annual financial statements. It's specifically used for our year end submissions such as audit support, audit reconciliations, audit reports, etc. that is all reviewed for the annual audit. Tax also uses it for quarterly submissions that entities are required to submit to Corporate. The reason we use it, is because we have specific security levels assigned to each entity to ensure folks aren't able to view other entity results and submissions. In addition, we get email notifications of when something gets sent to us. Microsoft made changes to their security paraments and managing the site is becoming more and more challenging. It would be nice for OS to develop an application for users to upload document submissions using the security settings set up in the consolidation tool and would help with the postal serv
Hello, I am building the Cube View. As you can see below, I have Quarters in columns and now I want to add new rows for Qtr growth. How to achieve the formula for Quartly growth? I want to compare the current Qtr to the prior year's Qtr in New Row. Below is the formula. Formula: (Current Year Qtr - Prior Year Qtr)/Current Year Qtr*100
Hi - I know the below code is not a good practice but is there is an alternative way to set the data =0 because I want to clear all Origin Base member and UD2 base. Any help would be appreciated ? api.Data.Calculate("A#ACCT:F#EndBalInput:UD1#" & ud1Member & ":UD3#" & ud3Member & ":I#" & icpMember & ":C#USD:O#All:UD2#All:UD4#None:UD5#None:UD6#None:UD7#None:UD8#None = 0")
Hello, community! I'm not sure what the real difference between validate vs retransform would be. Look at my example: On purpose, I changed the IC to false, and I ran the retransform. It presented the intersection error, but the transformation and intersections are shown as valid when checking task activity. Thank you for your help. Oliveira, Vanessa
Hello! When we create a new DEV app copied from our PROD app, the Task Scheduler jobs need to all be disabled in the new DEV app. We have a static text file that we load which generally works fine but we need to remember to keep that file up to date as we add new tasks. Does anyone have a good way to disable all tasks? I don't necessarily want to delete them in case that's what we're testing in the DEV app but I'm open to hearing any suggestions you may have. Thanks, Nicole
When trying to Drill down on a cell using ( Ctrl + Double click ) ,it works fine for Cube view in Desktop application but doesnt work in 1) CubeView in Excel 2) Quick view in Excel Any thoughts?
Hello, I'm having an issue with some custom logos not being pushed to books when being exported as a pdf. I'm using a cube view extender business rule to point to a particular file path depending on the entity that selected. Although this is working when I export from a cube view directly, I get a strange white box with a red x through it and no data populating when trying to export the same cube view as a book. Has anyone experienced something like this? You'll see an example of it working and not working below: Working: Not Working:
Hi is there a way to display account (or any other element desctiption) while entering journal entries? Thanks, Marcello
Hi All, Is it possible to block a specific column of commentary for input in a cubeview? Our customer has a requirement to enter commentary on different levels (local, regional, global), but when for example global is entering a comment, they should be able to see the regional commentary, but not adjust it. Is this possible? In the design and reference guide it states that even if allow input is set to false, the update of V#Annotation is possible. Is there a workaround for this? With kind regards, Tim Vierhout
We have an entity that has been sold and it's last data load into OneStream was in October. We need to load the same data into November and December. I can do a Data Management copy job to load that same data with no issues. This data contains local currency entities. The issue we need to solve for, is this data needs to translate at the October rates for November and December so that at the top of the entity structure the data remains the same values, and not take into effect the November and December exchange rates. Trying to figure out the best way to accomplish this. Thank you!
I have a cube view set up with only Account in the rows that I am using the expansion as follows: A#PAT.TreeDescendantsInclusiveR I would expect this to display as collapsed with PAT showing and the ability to expand the accounts shown, through the account hierarchy using the + buttons and - buttons to hide. Screenshot of actual behavior shown. Is this a different setting? Am I using the wrong member expansion?
Hi all is there a way to setup intercompany reconciliation reports to display company "codes and descriptions" rather that the simple company code? Thanks Marcello
Hi, How is it possible to update Entity Relationships through Business Rules, including Ownership Type, Percent Consolidation and Percent Ownership? It must be possible since the latest version of the Application Control Manager can also update entity relationship information, however I couldn't find it in the api.
Hi All, I've prepared a large report on Excel that contains over 30 tabs and all pulling data from OS using XFGetCell formulae. However, recently the issue we are having is that when we "Refresh Workbook" the formulae disappear for the entire workbook and Excel shows the numbers as plain numbers/values without any XFGetCell formulae. Has anyone experienced this and is there any potential solution we can try? Thanks
Is there a way to institute a percentage threshold on variance columns for cube views? For example, Month over Month variance to be capped at 100%, if it is over 100%, then show a blank.
Hi all, I am building a cube view for my end users to tell them the first common parent of two entities based on parameter inputs. However, I am having trouble with the BRApi.Finance.Members.GetFirstCommonParent formula as used in a Dashboard XFBR String. Here is the formula at prompt: BRApi.Finance.Members.GetFirstCommonParent(si, dimPk, topMostMemberId, memberIdA, memberIdB, dimDisplayOptions) The input for "topMostMemberId" seems to dominate the return value of the formula. If I put our top most entity hierarchy memberId into the input, the formula will return that value, even if it is not the first common parent. If tried a number of different inputs here, all of them seems to just spit out on the return. What am I missing? Is there something in the dimDisplayOptions I need to toggle? Here is my VBA: If args.FunctionName.XFEqualsIgnoreCase("GFCP") ThenDim EntityInputName1 As String = args.NameValuePairs.XFGetValue("Entity1")Dim EntityInpu
For those of us that are software developers, we are accustomed to this message. "The underlying connection was closed: A connection that was expected to be kept alive was closed by the server. This issue occurred after 68 seconds." When this issue comes up, it is normally because of some event that breaks TCP connectivity. Occasionally this happens because of network misconfiguration, or load-balancer misconfiguration. This is one of two errors we are seeing after migrating our REST api workloads to onestream's Azure environment. It happens fairly frequently, albeit in an unpredictable way. I haven't found a pattern yet. It doesn't happen on-premise. If anyone has experience deploying a REST api solution to Azure, please let me know if this is an error message you encounter frequently. It may not even be a problem with onestream's software; perhaps the root cause is with the Azure load-balancer. I am also looking into other possible ex
Anyone know why this message appears and how to get rid of it?
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