OneStream Platform Forums

Hello, Trying to build a business rule to send an email once a button is pressed. The business rule that I'm trying to use is encrypted and I cannot get into it so I was trying to figure out a way to recall that business rule to check if a Lease change status to submitted. I read something about Referenced Assemblies, but I'm not fully sure if that's right or what I even code it as in my current business rule. This is the BR I'm trying to call into my current rule Thanks, Will

Hi,Is there a way to paste values from Excel into an empty cube view? I get read only cells with pink background. I tried already to use A#NoneAny help is appreciated.

Good afternoon,I'm encountering an issue and hoping someone could share how they've worked around this in the past.We have a task that runs over a finite number of Entities.  Historically the underlying Business Rule was kicked off via DM Step with Entity: E#Top.Base.  It's not exactly "Top" but something similar to hopefully capture all relevant Entities to this particular task.  The runtime was always a consideration as it also runs for all remaining periods within our current year.In an effort to reduce runtime we introduced a "Unique Entity" parameter.  This is defined by a Business Rule that runs and queries a source table to determine only the Entities that this particular task needs to be run on.  In practice this has greatly reduced runtime on the task.  Runs more than 2x faster.The problem:The source table that populates the list of "unique entities" is also updated within the same Data Management Sequence.  Something like:  1) Update so

 Hello OneStreamers,Good day!Could you please guide me on how to retrieve the Display Member Group for a UD dimension member?I am currently looping through UD1 members using a GetMembersUsingFilter function, and I would like to capture the Display Member Group associated with each UD member.Any guidance or suggestions would be greatly appreciated.Thank you in advance!

Is there an ability to organize a default order for the columns in LIM? I understand the user can customize the order, but we'd like to determine a starting order. Register Definition doesn't give the traditional arrows available to reorder. 

Hi everyone,I'm building a Balance Sheet report in the Text Editor. For various reasons, I have two separate CubeViews: one for Assets and another for Liabilities & Equity.I've placed both CubeViews inside a table within the Text Editor (one per cell, side by side), trying to display them in the classic balance sheet layout — Assets on the left, Liabilities & Equity on the right.However, I'm having trouble getting them to render correctly next to each other.Has anyone done this before? Is a two-cell table in the Text Editor the right approach, or is there a better/recommended way to place two CubeViews side by side in a single report?Any tips or examples would be greatly appreciated.Thanks! 

Hello,  I'm responding to audit requests regarding user task activities and found an active user which has no task activity logged. The user uses the Excel Add-in. What Excel activities are/aren't recorded on the Task Activity log? Is there a way to capture the Excel activities?  Thanks! 

Hi,I can figure out how to solve problem with cell format in column ShowCurrency=True (in Cube View) to work in Excel export? Any ideas how to fix this? I want to have it both in Excel and PDF export.  In Excel formatting I cannot see any settings that I can use. Maybe some kind of combination in ExcelNumberFormat that can be used? Currency is depended on accounts etc. Thanks for your help,Pia

Hello, With the new changes to the Stage and Transform tables in v9.x there has been a change to the tables with a new RuleIdentityId identity field and a parallel change to the TransformRuleInfo object. Is there any documentation or best practices for how to use the API to handle this new parameter and ensure adding rules dynamically via BR adheres to the new identity field requirements?

Hi OneStreamI am trying to add an XFBR from Assembly using the guide ´, and have tried various ways. I tried Current, and even adding the WSMU, and the whole workspace name as well, but to no luck.The data management and the assembly are both in the same workspace/DMU. I believe I am missing the correct way to add the XFBR. Can you please advise what the correct way is? Appreciate it. Thank you.  

When I am in a Cube View Extender BR, how can I access the name of the cube view itself? Not the Title, Page Caption, etc., but the actual name of the Cube View. Thank you!

Just looking for an Application database data model,  to help figure out how tables join together. Has anyone come across such a document, or created one that wouldn't mind sharing?.   I have never found one in the OS documentation    

  Hi Is it possible to change the blue, green and red color? Is it possible to add a value     

Stop Fighting Your Equity Translation — Let HSR Do the Heavy LiftingA 5-minute read for anyone who's ever stared at a CTA movement and whispered: “Where did that come from?”_____________________________________________________________________________The consolidation problem we all knowIt’s day 4 of close.Consolidation runs clean. FX looks fine. Then someone opens the equity rollforward.“Why is acquired share capital moving again?”The entity was acquired years ago at a historical acquisition rate, but the system is retranslating equity at current closing FX every month.CTA absorbs the movement.Auditors ask questions.Finance posts manual journals.Everyone loses time.This is the classic Historical Spot Rate (HSR) challenge.The design principleThe goal was simple:Freeze selected equity accounts at acquisition FX rates while keeping the standard OneStream Software translation engine intact.No new cube.No custom dimensions.No complicated override framework.Just:metadata tagging,controlled F

Hello!  We have a missing underscore in a combo box and I'm not exactly sure why... Here's what shows:  Here's how entities are set up:  Anyone see this before? Seems related to this one which says it's resolved in 7.1.3 but I'm not seeing that: Underscore in member name not displaying in multiselect listbox | OneStream Community

While building the hierarchy using codes, In the Entity Dimension hierarchy "EntityH1", I have a base member as "MyBase". Below code is successfully creating a new child member as "T2" under Parent "MyBase".I am able to set the Text1 property. Can please some one help to suggest how to set Currency property to select a particular currency (Let's take "SGD")'Set the Dimension Type as EntityDim objMemberPk As New MemberPk(DimType.Entity.Id, DimConstants.Unknown)'Update Dim Name accordinglyDim objDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "EntityH1")'Create New MemberDim objMember As New Member(objMemberPk, "T2", "T2 Entities", objDim.DimPk.DimId)'Create VaryingMemberProperties objectDim objProperties As New VaryingMemberProperties(objMemberPk.DimTypeId, objMemberPk.MemberId, DimConstants.Unknown)'Create new member info object for new memberDim objMemberInfo As New MemberInfo(objMember, objProperties, Nothing, objDim, DimConstants.Unknown)'Modify some member properties

I have created a quick view template file, but each time I launch it, the font gets changed to a light gray. This obviously makes it difficult to see and I need to reformat it afterwards. Here is a sample: My QV has "preserve excel formatting" enabled, so I am uncertain what is causing a formatting override. I have tried different primary styles, but it does not stop the format from overriding after closing and reloading the spreadsheet. Here are my options: Has anyone else experienced the same issue or have any insight into how I may fix it?

Hello, I'm trying to pull in the certify comment section when a user clicks on the "Set Certification Status" button. We currently are using the Workflow Event Helper to send the email when the certification is set to In-Process or Certified. Dim oEntityList As List(Of WorkflowProfileEntityInfo) = BRApi.Workflow.Metadata.GetProfileEntities(si, oWorkflowInfo.WfUnitPk.ProfileKey) emailTo = BRApi.Finance.Entity.Text(si, oEntityList(0).EntityMemberID, 8, False, False) emailBody = $"[{si.AppName}] - Status Of {sWFProfileName} WF | {sWFScenario} Scenario For {sMonth} {iYear} was changed To {If(oWorkflowInfo.IsCertified, "Certified", "InProcess")} By {si.UserName}" emailSubject = $"FM Task: {sWFProfileName} Certification Status has been changed to {If(oWorkflowInfo.IsCertified, "Certified", "InProcess")}" FBR_ConnectorLibrary.emailSend(si, emailTo, emailBody, emailSubject, emailBody) Thanks, Will

I'm trying to call a helper BR that I wrote to pull in two variables to denote our environment, but I'm getting an error message saying the extender business rule.MainClass is undefined. Background: Our GL has three environments, Dev, Prj (test) and PRD.  As we promoted projects up in OneStream, I have to edit the BRs to reference the different environments.  It's a pain when it comes to the SQL because the environment is part of the tableName.fieldName. Goal: to have one helper BR that has the environment variables in it and all other BRs reference this rule so I no longer need to edit them from environment to environment.  The helper rule in DEV would reference the DEV tables, the helper in PRD would reference the production tables, etc. 'test code to pull in environment variables from a Helper 03-05-2026 'Define reference to business rule Dim JDE_EnvironmentHelper As New OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass '<

Hello,  When we refresh a lower environment from our production environment (app copy), the target environment's System Parameters/Secrets are refreshed from the production System Parameters/Secrets. These secrets contain connection strings to another platform and are environment specific. They must remain static. (Fortunately, I export them before a refresh and then re-import them after.)   There must be a better way! Does anyone else have this issue? If so, is exporting/importing the System Parameters the only way to keep System Parameters with their correct environments? Thanks!   

I'm building a cube view column that shows combined annotations from descendants. I'm calling an Finance Cell Service BR from inside GetDataCell so I can pass dashboard params needed for the logic. GetDataCell(T#|CVTime|:BR#[BRName=..., FunctionName=CombinedComment, Flux_ID = {fluxID}]:U8#{ud8}):Name({ud8} Combined). I need to the UD8 POV member because that distinguishes what type of comment it is (CMvsPM, CQvsPQ, CMvsPYM, Ect...). The BR returns a String, but GetDataCell expects a numeric amount so the text doesn't render in the cell. Pointing the column at V#Annotation doesn't help either.Has anyone gotten BR-returned text to display in a GetDataCell with full POV/param context? Thanks,Ben

Hi OneStream,I am utilizing the XFBR String Service to add my time filter in my data management job. Before moving to assemblies, I have tested the rule via Business Rule XFBR, and it works. However, when using the XFBR string service, I am having difficulty making it work, as the string I am adding to the time filter is most likely incorrect. I have tried the different approaches based on documentation, but to no avail.Can you please advise how I can fix the issue? 

We're moving most of the Business Rules to Workspaces Assemblies under PV 8.4.- We have several Extensibility Rules that are run by multiple Data Management (DM) Jobs like you.- Hence, we included separate DM Step Services (DMSS) in the same Service Factory (SF).- The result of this SF setup was chaos.- We saw that launching one DM Job by a given DMSS in the SF will also launch other DM Jobs by their DMSS in the SF. We couldn't find enough practical advice on the SF/DMSS setups in the Design Guide to overcome this chaos.Pls share how to set up Data Management Step Services in a Service Factory to launch one Extensibility Rule/DM Job at a time. TY.

 

Hi, I have encountered an error when running reset scenario that says "Error processing data. The item was not found. Entity, Parent, -1."I understand that the possible cause of this issue is that there might be orphaned entity members. However, in the application I am working on there are no orphaned members. Could there be any other possible cause that I could look into? There is not much detail in the logs that I can find. Any suggestion/recommendation is appreciated :) Thanks!