OneStream Platform Forums

Hi All, Has anyone built a custom audit data report for their OneStream planning applications which shows which users changed which entities/accounts/scenarios, etc on specific days? Not sure if we have a marketplace solution for this. Any leads will be helpful. Thanks, Nidhi Mangtani

Workflow Profiles can only have dependencies through a Parent/Child hierarchy. Question Credit: Eric Osmanski Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I have Import/validate/Load workflow.After the validation step , I want to run a business rule that can do the following -1. Sum up the amount for all records with the same Product code in the transformed table.2. Check if SUM = 0 for individual product code.3. If step2 is validated for all product code , then proceed for LOAD step, else error out.PS- I know this can be achieved via a confirmation rule but i want to validate before loading to the cube.One idea that i thought is to execute a validation in the transformation rule but that validation limits to record by record whereas I am looking for validation post all transformation.Thanks! 

Hello, How can I call an account's assigned plug account via SQL? I able to get the PlugAcct DecimalValue, but need help with the syntax to return the account member name instead of the ID... SELECT     (CASE WHEN D.DimTypeId = 0 THEN 'Entity' WHEN D.DimTypeId = 2 THEN 'Scenario'      WHEN D.DimTypeId = 5 THEN 'Account' WHEN D.DimTypeId = 6 THEN 'Flow'      WHEN D.DimTypeId = 9 THEN 'UD1' WHEN D.DimTypeId = 10 THEN 'UD2'      WHEN D.DimTypeId = 11 THEN 'UD3' WHEN D.DimTypeId = 12 THEN 'UD4'      WHEN D.DimTypeId = 13 THEN 'UD5' WHEN D.DimTypeId = 14 THEN 'UD6'      WHEN D.DimTypeId = 15 THEN 'UD7' WHEN D.DimTypeId = 16 THEN 'UD8'      ELSE 'Unknown'      END)AS 'DimTypeName',     M.NameAS 'MemberName',     M.DescriptionAS 'MemberDesc',     (SELECT TOP 1 MP.TextValue     FROM MemberProperty MP    &nb

Hi, AllWhat's the best way to ensure a specific tree within the account hierarchy has only one member within it.   Would like to have a "count greater than one" alert or a report we can run, as inadvertent accounts affect data integrity.TIA!

Hi everyone, do you know if the report run time and page number that is in the cube view report footer can be moved into the report header? I was thinking perhaps via a cube view inline formula?

My requirement is to load 50 users in Onestream application, instead of manual updating , is it possible to load users in Onestream application ? and please let us know the steps. thank you

hi , i am trying to add the users in OneStream planning application, how to add the bulk users in OneStream, tried with extract xml file and copied that in Excel but formatting is not supporting.  Note: External authentication Provided is AzureSSO Thanks in Advance

When mapping an item from the "Validate" step in the workflow, it is possible to save the mapping to an "(unassigned)" item.Is it possible to restrict the storage of the mapping so that it cannot be mapped to "unassigned"? Thank you

We created Extensibility BRs that leverage WIN SCP commands to send data from OneStream to an internal directory using an SFTP connection setup with OneStream.  The data files are being received with a .filepart extension.  We were able to get the .filepart feature disabled in our OneStream environment; however, the csv files are continuing to be received with the additional .filepart extension.  Any suggestions on how to eliminate .filepart extension when files are sent / received?

With SQL Connector as Data Source, can we automate to Import, Validate and Load multi period and multiyear data (Ex: Jan 2023 till Jan 2026) in such a way the Import, Validate and Load occurs one period after the other sequentially?Query execution times are much lesser when pulling one period at a time Vs pulling ALL 36 periods together, so I want to explore this option.   

Hi Team, We have a requirement to generate Level 1 member list (Department Member List) based on POV (Entity Dimension) selected so we have developed XFBR script to generate the Level 1 Member List. Now we have to generate Level 2 Member List (Product Dimension Member List) based on Level 1 (Department). I am not sure how to reference or Pass Level 1 information as a parameter to XFBR script?   POV Entity=>Level 1 Member List: XFBR(POV Entity) =>Level 2 Member List: XFBR(Level 1). Not Sure how to refer or Pass Level 1 information as a parameter to XFBR script. Thanks, Sudhakar S

Can you please guide me the definition for the below points - 1) What is number of NODATA,Zero,Real,Derived cells ? And why are they all under NODATA Status ? 

Hi all,  I'm looking for a possibility to dynamically create a Cell Format via an XFBR Rule. Unfortunately it doesn't seem to work, but also does not give an error message. Could someone please let me know, whether and how it is possible? The script is e.g. returning something like "|!MyFormatParameter!|" in the easiest case.   Thanks in advance Markus

I am trying uploading a .csv file but i am getting transformation errors. In the source file the 3 rows are blank. How should I set the criteria value text anywhere within a line that triggers the lines to be bypass  

Dear Community, For one of my project I need to get the values of a given cube view as a data table within my business rule. I can fairly use the FdxExecuteCubeView which will give me this kind of output :   Cube Entity Local Scenario Time YTD Account None Top None None None None None None None None None 22.86874 21.68644 1.182297 5.451777   while my cube view is only showing accounts in rows and time in columns. One of the problem here is that I don't get the columns headers for the values ... So my question is : is there a way to get an data extract in a form of a data table directly from a cube view with the same rows & columns headers only ?   Many thanks and happy holidays !

Been searching for a while on the forums and knowledge base and documentation - maybe I'm not searching with the right text because I'm sure we can't be the only ones to deal with this. In a multi-tabbed dashboard, we have a button on each tab to 'Refresh CubeView' which is supposed to refresh the current cube view. The button is connected to a "Selection Changed User Interface Action" and the action selected is "Refresh" with a number of dashboards listed to be refreshed. Our problem is that when the Refresh Button is clicked on, after refreshing, the focus takes the user away from their current tab and re-selects the first tab in the dashboard. Does anyone know if there's a way to control this so that the focus remains on the current tab?

Hello, Has anyone used the DataManagementEventHandler business rule before and identified the CalculationType of the DM (i.e. Force Calculate, Consolidate...)? And also the Data Unit and the POV of the DM? Colud anyone share an example? Thanks in advance,

I have a dashboard that has 2 components,. 1. A Combo Box that is populated with a sql query in a Bound List Parameter. 2. A Spreadsheet that is populated with a Table View.   The table view is generated using a Spreadsheet Business Rule. How do I pass the selection from the combo box to the table view?   Thank you for any suggestions.

I am having an issue with cash flow report taking last month's (ie Dec 2022) value to aggregating it to the year to date (ie 2022), ignoring other months (... Oct, Nov, ). Does the account type get affected by the view dimension, whether periodic or YTD?  Or this might be affected by other settings in the dimension. The scenario settings for the Forecast for Input View for Adjustment are periodic, similar to No Data Zero View for Adjustments and Nonadjustments. 

FX Rate Types can be locked by Time. Question Credit: Eric Osmanski Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I am storing a csv file in everyone path in filestore> Data Managemanet>Export> User folder. I want an BR that reads the file and compress (Create new .zip/ Override the .csv to .zip) and store in the same path. I am facing issues in same.

Could you please provide a sample script with example  to Generate the base mambers of UD2 dimension into a Variable. I'm trying to follow the below syntax, but it's not working for UD Dimensions Dim baseMembers As List(Of Member) = api.Members.GetBaseMembers(entityDimPk, entityId, Nothing) Appreciate your assistance.

Hello OS experts, I have BR that load P&L bucket and one BR that loads my BS bucket. I have DM sequence which load P&L,BS and then does consolidation etc. I want to know if I am able to write new BR or something I can do in DM to load P&L and BS data parallel to save time. Let me know your thoughts and example code if you are doing it at your job. ThanksSaurin *Migrated from onestream champions

If the workflow time is 2020M3 and you used the time function T#YearPrior1(|WFTime|)PeriodNext1(|WFTime|) it would return 2019M2. Question Credit: Andrea Tout Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases