OneStream Platform Forums

How do I generate reports in a loop for each member (branches) and send it to single excel file? I have a cube view report which I'm trying to run for multiple entities member (100+ locations). Any idea will be appreciated.

Hi,  I have a list of "segments" in the text 2 property for each Entity. For each Entity I would need to see these "segments" as columns in a cube view, so I need to return a "member list" however these "segments" are separated with a pipe ("|") delimiter in the text 2 property. The above "segments" in the Text 2 line are already defined as UD2 members in the Dimensions section. I was investigating the use of an XFBR formula however I can only return the first member list in the Text 2 property and not a list. Any advise would be helpful. Thanks  

Dear Community,   I have a use case where the user would like to change a value by clicking a button. when I click on the "+" icon, it will add 1 into my parameter shown in the label, and when I click on "-", this would remove 1. Very simple, it can be done just with an input but I would like to do it with icons just for fun 🙂   Basically, this looks like this : I was thinking of using an XBRL but not sure on how it would fit ?   Regards,  

Often global companies may report a metric like units sold or volumes in a stat account.  But that unit of measure may vary by region or country.  Below is one option for handling the conversion of stat accounts like units sold or volumes.   For example: Metric Ton to US Ton Kilograms to Pounds Liters to Gallons Etc   Here are some high level ways to tackle this in an application.    Considerations: Entities are tagged with currency already Normal Revenue/Expense account types will naturally get “AverageRate” table PVA method (all else equal) Normal Assets/Liability account types will naturally get “ClosingRate” table VAL method (all else equal) You need to identify which accounts (aka UNITSSOLD) need a translation rate table that differs You need to identify which entities are sending which volumes to drive translation to use different rate table   Your conversion rates do not vary over time so you really just need to store these

Hello!  I received a request to add a maximum and minimum line to a cube view. The cube view shows entities in columns and a variety of accounts in the rows (not together in a hierarchy, so no .base or .children, just a list separated by commas).  Max/min aren't available in the "getdatacell expressions" area so I emailed support to see if it's possible and they directed me to a ranking BR in GS. I loaded the BR, added a row to my CV and updated the pull but still am getting no data. Honestly, I don't think this BR and pull are the solution for what I'm trying to do but I don't know of any other way.  Do any of you have samples of pulling something similar? Were you able to get a max and min in a CV via CV math or some other way?  Appreciate any help I can get - thanks!  Here's the KB article provided for reference:    And the GS CV is in CVs > XFR Member filters (E) Member list using business rule > XFR Member List (C) Ranked Entity Sales.&nbs

Hello community, We are trying to prevent the end users from uploading a data file on an import workflow step that is certified.To do so we have started using the the TransformationEventHandler in the Extensibility Rules. We are able to get into the right code:Select Case args.OperationNameCase Is = BREventOperationType.Transformation.ParseAndTrans.StartParseAndTransformFrom here, we have access to the workflow step arguments TransformationEventHandlerArgs (for example the file that has been uploaded etc).We know that we can get access to the certification status from DataQualityEventHandler business rule using:Dim CertifySignOffInstance As CertifySignOffInstanceInfo = DirectCast(args.Inputs(2), CertifySignOffInstanceInfo)and Dim signOffState As Integer = certifySignOffInstance.SignOffStatewhere signOffState = 110 or signOffState = 130 means that the workflow is certified. Which is great. The question here is how can we get access to the CertifySignOffInstance from&

Does anyone know how to extract data using Data Management pulling C#Elimination and a dynamic entity filter such as E#TOTALCO.Descendants?  A parent entity is required but I have been unsuccessful at different options for the parent filter such as E#Default, E#TOTALCO.Descendants, E#|PovParent|.  

Originally posted by Chul Smith 1/11/2018 Is a re-implementation necessary to change their calendar in their app? or can they just change it? They're on monthly, would like to stay on monthly, but change from calendar month to 4-4-5 month

Is there a way to customize the charts in TM dashboard to show category 2 values as X axis?

As the title mentions - I have these months (Apr, May, Jun) that we haven't reported any numbers. How can I suppress the values within Cube view? I want this to be dynamic that if current reporting month is April 2022, then suppress all the future months from then onwards (show zero or blank).     

Hi,   I am looking for a Business Rule (DataQualityEventhandler) to send e-mail notifications when "Set IC Transaction Status" is used. I know how to send e-mail when the "Set IC Transaction Status" is used. The challenge is to get the comment and other information from the ICMatchStatus table and to pick up the e-mail addresses to send to. So, I want to check for the entity in the ICMatchStatus table and all users with access to that entity should then receive the e-mail notification. I want to use the e-mail on the users to create the e-mail list for sending e-mails.   It's more or less the same as with the journals. If a journal is for example created, then an e-mail is sent to the users that can approve the journal. The e-mail will then also contain the journal they are suppose to approve and/or post. This I have, but the ICTransactionStatus is a bit    Regards, Peter  

Hi, We have a requirement to get the Text fields for 5 columns. So, getting these we have used the "Data Attachment Members in the View Dimension: Annotation, Assumptions, AuditComment, Footnote and VarianceExplanation" and able to get the required text with using Member formulas. Could you please let us know if there are any performance/other impacts with using more cell text options use in Cube views. Thanks, Madesh

Hi Everyone, Thanks in advance for the responses. I am reviewing the impacts on a force consolidate on a specific entity and noticed that my results differ when i run a force conoslidate from a cube view and a force consolidate using the calculation definition within process cube.  I made sure that my POV was identical on the cube view versus the process cube.  Can someon explain to me what the difference is or how there could be a difference between the two methods? Thank you!  

Good Morning, Everyone --  I have a report which showcase forecasted KPIs using a set of assumptions and conditions. There is a growth rate that is been used to grow the KPI for each forecasted month.  Do we have something similar within Golf Stream?  Would appreciate any ideas. Thank you!

We just downloaded the latest version of ACM released in March. I am using the ACM BRs to load hierarchies from a table into OS dimension. I have populated the member and tree tables as needed and everything seems to be working fine, however we are not seeing an option in which this load would follow a “merge” like behavior.  Currently if my table does not have a specific member or relationship. Onestream is just deleting/orphaning those members.  Is there a way to have this behave like merge that it does not delete existing members in Onestream which is not present in the table or incoming load. We had similar behaviour in prior version of ACM but are not seeing this now. 

We have data imported periodically to a Scenario with the following setup - Retain next to True and everything set to Periodic inclusive of the data source and TR as shown below.  The account is an Expense type.  In the example - M4 is the only period with a value for this specific intersection, which we see in the Import data screenshot. The Cube View screenshot shows the periodic and YTD views wherein it appears that the periodic M5 value is reversed even though is no data loaded for that period.  Based upon my settings and the data presented here I did not expect to see the M5 reversal amount.  Does anyone have a suggestion as to why the value is reversing in the next period and how to resolve this so that this doesn't happen?        

I have seen a few posts related to this topic but have yet to find any concrete answers.     We are looking for a way to sum members when going to the base level with a where clause without seeing all base members.  For example, we would like to get a sum of all of our Value Added Products.  Our UD4 dimension lists our products and we stipulate whether they are Value Added or not by putting "VAS" on Text Field 1 of the base member within UD4.  Ideally, we could compare our Total Sales at a top level with our Value Added Sales without seeing each individual products.  We are looking to report on all of our Value Added Products without seeing each base member.  We have tried a few business rules and other suggested avenues but we are not seeing the results we had hoped for.  If anyone has any insights on this that would be greatly appreciated. 

I am building a data adapter utilizing the SQL command type. In my query, I reference the ConsId field. What database table can I join to for the Name/Description fields for the ConsId field on my primary table?  For example, I can join to the [Member] table on the [DimTypeId] and [MemberId] fields to return Name/Description fields of an entity or account, ect. I'm also looking for currency ID Name/Description, if that is held in a different location than ConsId. Example of my query: SELECT JLT.[ConsId] FROM [JournalLineItem] as JLT LEFT JOIN JLT.[ConsId] = [Tbl_Cons_DimensionData???] WHERE JLT.JournalID = 'ABC'

Hey All,I'm trying to add a column (bar) chart on top of this line chart. But I want it to reference and add a dollar based stats account (e.g. Avg Fleet Total) bar chart. I noticed there is a way to add a second axis on the right - so wondering if I can have two charts on the same pane.  Appreciate the help folks. Thank you!  

We currently use the XFR_MemberListRanked business rule (from Golf Stream) to rank items in our cube views.  We have a request to rank based on percentage.  I'm curious if anyone has a solution for this or has done this in their application.   

Hi All - I'm trying to understand why this would occur. I had loaded some prior year data, but somehow one of the month is showing negative numbers. I tried to consolidate but it wouldn't change. Wondering what I need to do to fix this?  

Hello, Apologies if this seems like a rather basic question but I couldn't see anything in the Golfstream app. Is there a standard business rule I can take which copies data from one POV into another and modify it so I can effectively combining two base entities into one?  Thanks, Oliver

What is the best way to stop administers to see the PLP Register and plan tables from the system /database tab. We have added the access/maintenance  group for ancillary tables setting in the config file,  however that is only stopping getting the to the PLP register dashboard. However it is not stopping the following two items Admins being able to go to system/database and see the table dataIf I create a new dashboard with a data adapter and write a sql query on the register table, any user with access to the dashboard is able to see the salary data. What is the best practice for this. Also – if we use any additional custom tables to load additional comp related data , is there any way to provide security on those custom tables ? 

Hi,We have created one Cube view with using "True (but determine sparse rows using other columns)" option under Allow Sparse Row Suppression in Column level and gave "True" under Allow Sparse Row suppress in Cube View properties level as we have used Nested members in Rows with Parent.Base member combinations in Member filter level. When we run the report, it suppresses the rows as per other column even though formula column is having data also. Ex: Cube view created with 2 columns1st column with Account12nd column with calculation GetDataCell(A#Account2 + A#Account3)Row is getting suppressed if Accout1 doesn’t have data even though Account3 is having data also. If we remove above suppression options report throwing an error as exceeding the rows limit since hierarchies are big. Could you please let me know if there any option we can use to show the data at 2nd column level in above scenario

Hi,  We have created a cube view report with nested dimensions in row. Our requirement is to add header for each dimension. Attached the screenshot for reference. Could you please let us  know how to add the header in this case. Thanks & Regards, Madesh K