OneStream Platform Forums

Coming from HFM, I'm used to having a single rules file that I can easily search through. In OneStream,  the equivalent rules appear to be defined for each individual account as a metadata property. I.e.  the Formula. Is there a way to extract all of the Account Formulas into a single file so that  I can search through it? Instead of having to click through each account in turn and opening up the individual formulas?

Hey - Wondering how you learned to code VBNet. I’ve been trying to improve my skill to write tailored Business Rules. Any resources/guide to share? Thanks,Mustafa

Hello: Looking for guidance on how to implement an enhanced conditional formatting check.  It's quite simple, apply some formatting based on the account type. Consider the example of a single row CubeView with one account as the member filter: A#A87999.  Formatting should be applied if the account is a Liability type. I have a mostly working XFBR helper that can correctly apply formatting but only if I hardcode in the account reference.  Obviously that won't work for all but the simplest CV as reports are often dynamic with Member Expansions. The mainly working formatting syntax as currently written: If (XFBR(XFBR_FormattingHelper, AccountTypeIsLiability, Account=[A8799])=True) ThenTextColor = RedEnd If How do I make the parameter dynamic?  I've tried the following: ... Account=RowE1MemberName ... Account=|RowE1MemberName| ... Account=[RowE1MemberName] ... Account=[|RowE1MemberName|] None seem to work.  Is there a different way to reference the standard availab

CubeView - Calculate the Variance for multiple columns ( Column-by-Column) Hi there, I am trying to calculate variance Column-by-Column for all time members of Current Year Vs. Prior year and looking for good option for performance optimization. Please find below the details: I have CubeView with 3 columns.   Column 1: T#Year(|!SelectTimeYear!|).TreeDescendantsInclusiveR This gives 19 Columns of current year (year, half year, Quarter and Months) Column 2: T#YearPrior1(|!SelectTimeYear!|).TreeDescendantsInclusiveR This gives 19 Columns of Prior year (year, half year, Quarter and Months) Column 3: Need to generate 19 columns for variance between respective time members form previous members. 2020 vs 2019, 2020H1 vs 2019H1 etc. following are some options I have implemented or have thought of.  I am trying to work Option 3 but don't know how to do it. Option 1: I am able to generate the 19 variance columns using UD8 member but I believe this is impacting the performance o

Source:   Migrated from Champions I’m trying to use the below member filter to remove only the intercompany accounts. This works, but I lose the indents from using Tree Descendants. A#410000.TreeDescendants.Where(IsIC = False) Is there a workaround to remove just the IC accounts while still retaining the indents from tree descendants?

For columns there is formatting for CVMathOnly, but there is not for rows. What methods are used to be able to use the row as a source value, but not display? Place at bottom and format? Using a live app where the hierarchies are set.

Dear community, I have a nasty error message when I execute a data management task : "Error processing Data Management Step 'STEP1'. Data validation error. The Data Cell is read-only because the Parent Workflow Profile 'Activity MyEntity' has no active Input Profiles for the Workflow Channels that are assigned to the Data Cell's Account and/or UD member. Entity=MyEntity, Account=GL11410, Origin=Import." The funny thing is, I have no clue what is the issue. I try to execute a "Copy Data" data management that copies periodic data on the same cube, same entity, but from 2021 Actual to 2022 budget (only imported data).   --> What am I missing ?   Regards,

Hello,  Is there a way to format a cube view column for variance explanation to be a certain color/have text in the cell based on the variance column? The attached/below is what we want it to look like. If this is a cube view extender, is there any sample code? The example in Golfstream didn't seem to relate to this.

There are certain calculations are specific to some entities in the hierarchy so want to add if condition to check entity names and then execute the code. Couldn't find any api which returns Entity name. Regards, Yashwant

I have a question regarding Journal Templates. We have a template that was setup with the frequency "All Time Periods." Does that mean this journal will post every month?  I think the setting should have been "Monthly." If I change that setting in the Journal Template, how does it impact historical data? Will it unpost prior close periods? Or will it keep the prior periods as is, but will stop the journal from posting in future periods? 

Is there a way that you can exclude the value of a specific child in the account hierarchy without losing drill down functionality in cube views? For example to exclude bonuses from staff costs.

I'd like to be able to build a Pareto chart in BI Viewer. Is it possible?

Source:   Migrated from Champions Does anyone know if it’s possible to use a hard enter (ctrl + enter or vbcrlf in vba code) in a label?

Hi All!  Our computer have recently been updated with the latest Microsoft patch and my colleagues and I have noticed we have lost copy and paste functionality within OneStream. For example, when I copy a cell from a cube view the following error occurs:In addition to this, we have lost capabilities to copy and paste members within dimensions. Has anyone seen this type of error before? Thank you all!  

Hello,   I'm new to Business Rule, and I'm struggling with the execution of a data management step with type "custom calculate". Currently, the execution of this script is giving me the message below : Error processing Data Management Step 'CC_FY2022_BUD'. Unable to execute Business Rule 'CopyData'. Invalid destination data unit in script 'A#Account1:C#Local:T#2022M1:S#Budget:U1#None:U3#T:U8#None:O#Import'.   In the Data Management step, I have defined elements in the POV and Data Units, and "Data Units" elements seem to be taken into account correctly, but elements in the "POV" such as U2, U4, U5, U6, U7 elements that have been defined in the POV of data element task (hierarchy nodes) seem like is not considered in the calculation.   So here are my questions: - What is the error message mentionned above actually saying ? - Are POC elements from the Data Element task taken into account in the Finance Business Rules ? - How do you efficiently debug a Business Rule ? &nbsp

Is there a way to validate the Total Debit or Total Credit amount of a journal and send back a warning/fail message if the total is over a certain threshold when we try to post/save the journal? Thanks

Jigsaw, one of the partners in South Africa needs to build an Onion Graph for one of our SA customers. Anyone have an idea how to do this?  

I have a report book I've built that loops thru a dimension and creates a tab for every member in a ud hierarchy. I've set book to label the tabs using the CVUD2 and CVUD2Description.  It works quite well except there are some descriptions that have hyphens in them which don't print out. Is there any way to print the hyphen included in some descriptions?

Hello! I'm looking for a solution to the new Quickview feature of splitting up Excel tables into pages, when the number of rows exceeds a certain number. I'd like to show all information in one page still, if possible.  

Hi experts, I would like to get some feedback on an issue that I am facing with the current build. I was unable to submit data for the Actual scenario via forms. I had tagged the scenario with the scenario type 'Actual'. After checking all the usual areas, I changed the scenario type to 'Administration' and assigned the same dimensions to 'Administration' scenario type (that I had selected with the 'Actual' scenario type) from the 'Cube Dimensions' screen. And, I was now able to submit data for the scenario via the same form! Could this be something related to a scenario type corruption and how do we go about fixing this? Regards, Sou  

Hi all, We have dynamic number of columns in our cube views/reports and it changes the number of pages that the rows go over based on the number of columns and fitting the the width of the pages.  Is there a way to make sure that the rows are set to a set number of pages high? Thanks

Hi, When creating a simple cube view using both calculated rows and columns, the intersection of these two formulas doesn't display correctly. Is there a way around this? See attached photo where Variance and Variance % columns both show the value of the first cell instead of the difference and difference percentage as they do in the other rows.

Hi, I would like to retrieve the value for a text attribute of a member - could be in any any dimension - in order to display it in a label on a dashboard. Can I do so with a generic XFBR?

Does the BI Viewer support ranking?

Hi all How can I run a calculation for a subset of dimension members. Something like all base members of member Top, but not the none member, or just the members with text1 attribute = "Calculate", or just a comma separated list of members. Do I need a for loop? Cheers