OneStream Platform Forums

Hello,I need to create an automation that uploads flat files with data, that are on a sharefolder, to OneStream.When uploaded into OneStream, those files should be removed from that sharefolder.Does anyone have any suggestion?Thank you!Ricardo

Hello - we are running the intercompany matching report in the Application Reports dashboard and I see there is a setting which states "Suppress Matches" is set to false as a default. Please can anyone advise how to change this to true so we just see the mismatches?   Thank you!

Happy Holidays/ Black Friday,Is there a way to lock downstream steps in a workflow, unless the first step in workflow is completed?As we all know, a workflow shows all the steps. For example, our first step is to load data. Our 2nd step will allow users to make manual entries. We don't want users to jump to 2nd step without passing / getting a green light on first step.It seems like a common request.Thanks in advance.

Hi all, We have a question about invalid intersections in reports and whether it is just a presentation issue or if we need to be worried about calculations or transformation rules as well. We have Cost Centers in our UD1 dimension and we have some Accounts that require specific UD1s. For instance, Account 62000 Gross Sales has a constraint of UD1 65000_F Sales. The event handler ensures this combination is maintained when loading data using transformation rules. For reporting purposes, we have now created an alternate UD1 structure that does not include all UD1s for some very specific reasons. Now, when running reports such as the P&L, the row for Gross Sales shows pink when the alternate UD1 structure is used because that alternate structure does not include UD1 65000_F. The displayed data is still the correct Account 62000 and UD1 65000_F combination, but the cells are pink since that UD1 of 65000_F isn't in the alternate UD1 structure. This alternate UD1 structure is only used

Hi, I have an Extensibiity rule which uses the "Imports WinSCP" command as is used to connect to an SFTP server. The rule works fine.   I have just made a copy of the rule within the same application because I wanted to try and make some changes, with the only difference between the two being the name of the rule, but it seems the "Imports WinSCP" command is not recognized in the new extensibility rule, despite being recognized in the old one.   Any idea of what I could might be doing wrong?   Thank you  

We have many small controllerships that have to back each other up so they have access to submit and approve/post a journal but we need to be able to prevent them form posting their own journal.  This is an audit requirement

Hello, we renamed some companies adding a space and some text. For example company "64" was renamed in "64 TA" After renaming we started to have issues in the rules like if Onestream does not recognize the space. This is  a sample error message we receive. Summary: Unable to execute Business Rule 'WES_Rules'. Invalid script 'A#4028_02:O#Elimination:F#None:I#64 TA:U1#None:U2#None:U3#IC_Details:U4#INTERCOMPANY:U5#None:U6#None:U7#None:U8#None' near '64'.   Is there some hidden contraint in Onestream that prevents clients to create element with spaces? By the way, do you know if there is any workaround to overcome this issue in the rules? because I belive our custmer will not accept to go back to the simple company code.   Thanks in advance Marcello    

I want to retrieve data from a .csv file from Filestore\Everyone folder and later convert the data in to a a dataTable in an extensibility rule. Does any one has a sample BR.    

Hi, Is there a way where users can input From and To dates time members in a cube view? Currently, I am using a parameter in the time member field in POV section of cube view. I have a business rule with FROM and TO dates (2022M1 to 2022M4) and then extract all the periods within (2021 M1 M2 M3 and M4) that time frame in a dt.  And now, I want to incorporate this function in the cube view. feel free to drop your inputs.

  In an earlier post a user named Sam helped me find a way to find the value of a variable in a Custom Calculate job using the Parameter field.  Now, how can we access the value of the parameter in a regular Calculate job which does not have the Parameter field?   The variable is |CVYear|.  How can we access it directly in a BR (standard Calculate)?   Thanks, Chris  

Generic Error Connecting after Upgrade from 711 to 722. Followed same process used to Upgrade from 681 to 711. Had no issues during Upgrade to 711. Server 1: Web & App Server 2: App Server 3: SQL DB Backed everything up. Stopped AppPools. Uninstalled OneStream 711 from Web & App. Installed OneStream 722 on Web & App. Upgraded backend Framework & App DB. Updated ASP.NET Config File. Updated Web & App Config Files. Updated IIS. Restarted. Everything starts up. Can browse to the Web & App Server resource folders in IIS Manager. Had to enable 'Directory Browsing" for each first of course. Had to "Allow unlisted file name extensions" for 'Request Filtering' for Web. Onscreen error: Unable to connect to server using address 'http://web-server:50001/OneStreamWeb'. Event Viewer Error: Inner Exceptions:Unable to access application server using address 'http://Web-Server:50002/OneStreamApp'.The content type text/html; charset=utf-8 of the response message does not m

Hi All, Hope you are having a great time with OneStream! I am trying to provide only View Access to some users but it looks like I can't.  I have set for a specific user the User Type as View and assigned this user to the group "View Only". I then placed the group "View Only" to the Security Role "DimensionLibraryPage".  The user is only able to see the DimensionLibraryPage, but he can still delete members in the dimension library. Any idea what of what I am doing wrong? Is it actually feasible to provide view access only?   Thank you very much!  

Hi, Is there any option to restrict some of the users to post unbalanced journals ? we are able to restrict it in the journal templates. But we also want to restrict when user try to create by clicking on "Create Journal". Using the event Journal rules, we are able to restrict for all the users ( Including admin). Need the solution to limit this to section of users.   Thanks.    

I know that there is the comparison utility, however I would like to compare extensibility in a cubeview. I am looking for a Dynamic Calc which gives me True or False if an account is part of the SummaryAccounts (compare the SummaryAccounts with the DetailedAccounts)In the cubeview rows I will retrieve the A#DetailedAccounts.TreeDescendantsInclusive. In the columns I would like to have the dynamic calc which gives me true or false (in V#annotation) if part of the SummaryAccounts.The result should look like this:Somebody who already made/tried this? Or has a better solution?Regards,Arjen 

Does anyone know the max number of characters when entering text into the annotation field?   Thanks!

There are 2 Column Overrides that can be applied on a Row. Question Credit: Becca Speese 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

Can any one provide me with a rule snippet for updating Entity Percent Ownership. I have tried a few things using the SaveRelationshipInfo but it is not working.

  The Member Filter Builder provides examples of calculations Question Credit: Becca Speese 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

Good Evening, It should be something simple but apparently I am missing something. I am trying to get the Value for the Text1 field for an Account Dimension member using a Business Rule. The Text1 value vary by scenario. I trying to use ".Options()" but can get it to work. Is this the best alternative? Would you know of other alternatives? Is there a BRApi function which already does this? Thank you for the help,  

The Workflow Status Reports show the status of the Import, Forms, and Adjustment items that are immediately under the Workflow slider. Is there a way to show the status of the individual Forms under the Required and Optional steps? Our Finance team wants to be able to run a report to see whether individual Forms are marked as Completed or not during the close process. Thank you for your help! Darrin

Hi, is it possible to use time functions other than "WF" in cube view point of view?   For example, I have the time function "T#WFYearM12" (it takes the current workflow year and add M12 at the end to get the December month). The function works as expected if used in cube view rows or columns. However, if I try using "WFYearM12" in the cube view POV, it does not work.   I can set the time to "T#WFYearM12" for each row of the cube view. However, I was wondering if it was possible to use the same or a similar function in the POV.   Thank you

In the monthly close process, we have a number of forms. All workflows have the same Form templates profile. Cubeviews refer to |WFtext1|. On wftext1 is Entity name (one entity per workflow).I have one form that is only applicable to a selection of entities.Is it possible (and how) to parameterise this, so the form will only be visible in a selection of workflows (I do not want to create  different Forms Template Profile for theses workflows)?

Hi I am getting some large numbers out of my confirmation rules and I am looking for ways to format the output so it is easier to read. Preferably commas between the thousands, millions, billions... etc but would also like to know what other formatting options are available as well.   Currently my output is the below and I am trying to make the 'math.Round(Acc1,2)' part easier to read.   Does anyone know of a resource that lists the different formatting options?  Or just how to add the comma seperators?   Thanks Simon

Hi Community,Is there configuration available to restrict users such as administrators from having the ability to submit and post (their own) journal entries? In practice we would not do this but from a control perspective would like to be able to show that we can prevent it from happening. Thanks

Hi All, Do we have a function to get data from a row within CV? For e.g. GetDataCell(CVC(Rental Revenue) / CVC(Fleet Actual))   I tried using this method but keep getting a syntax error. Any suggestions in the right directions will be appreciated.  Thanks!   Best, Mustafa