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Data Management Step Service documentation missing ?
Hello, It looks like the data management step service in assemblies is currently not documented in the online Help. Does anyone have experience, snippets to share in order to leverage this service? How is it triggered? What can we do with it ? Regards,SolvedSergey56 minutes agoOneStream Employee49Views0likes6CommentsXF Dimensions Template - Update properties by scenario type
In the metadata XML file, if there are multiple values by scenario type, it splits into two rows and there is no easy way to generate two rows from the XF Dimension template. Is there any way to update member properties varying by scenario type via the upload template? I have to manually update, copy, and paste hundreds of times in order to have that property updated for the accounts. Using the standard metadata builder template, the other properties are getting overridden.jaideepk9 hours agoNew Contributor II10Views0likes0CommentsLoading Amount and Annotations together
Hi, not sure if anyone came across with this one but thought it was interesting to share If you have a file which has in the same line amount and annotation you can set View to YTD (or periodic), then in the text value complex expression use this api prop: api.Parser.TextValueRowViewMember = "Annotation" That will make the parser to automatically generate the line(s) with the annotation if text value have a value. HTHSolvedfranciscoamores24 hours agoContributor II1.7KViews8likes3CommentsCore Platform Architect Beta Exam
3 MIN READ REGISTRATION AVAILABLE: OneStream Certified Professional (OCP) Core Platform Architect BETA Exam OneStream is pleased to invite you to participate in the OCP Core Platform Architect Beta exam! What is it? The OCP – Core Platform Architect exam is based on OneStream version 8.x and will be replacing the existing OCP – Lead Architect exam in the coming months. Like the Lead Architect exam, this new exam is comprised of both multiple-choice and performance-based items. The beta exam period will be open from August 25, 2025 through September 11, 2025. Registration for this exam will begin on August 25, 2025! Beta exams are crucial in the development process of new certification exams. Beta exams provide the data necessary for OneStream to select the best performing items so that we can build a valid, reliable, and fair certification exam. What’s in it for me when I become a BETA candidate? You have the opportunity to see the entire pool of questions and to provide feedback. You have the opportunity to take the Beta exam for $300 USD, saving 70% off the standard price of the exam ($700 savings). If you pass the exam, you will become OneStream Certified! How do I register? Log into your CertMetrics account and SSO to TestWise. Select the OneStream Certified Professional (OCP) – Core Platform Architect Beta Exam. Follow the on-screen instructions to register and schedule your exam. Proceed to checkout. Registration is available for up to 200 participants. For more details and screenshots, view the complete step-by-step registration guide here. How much knowledge and skill do I need to take the Beta exam? Knowledge, skill, and experience vary from individual to individual. During the beta exam, OneStream seeks all candidates who are interested. This includes candidates who are considered above qualified, below qualified, and minimally qualified to pass the exam. For additional details on knowledge and recommended experience, please refer to the Study Guide. How long will the Beta exam take to complete? The Beta exam has 240 minutes (4 hours) allotted. However, depending on your knowledge, skill, and experience, you may NOT need the entire time to complete the exam. How long will the Beta exam be available? The Beta exam period opens August 25, 2025, and will close at the end of the day on September 11, 2025. You must register for and complete the exam by the end of the day on September 11, 2025. When will candidates see the results of their completed Beta exam? Beta analysis and re-scores are completed within eight (8) weeks after the close of the beta period. Following the beta analysis period, you will receive an email from CertMetrics notifying you that your exam results are available. What can I do to prepare for the exam? For more information about how to prepare for this exam, review the exam Study Guide. Test Day Requirements: There are several systems that work together to deliver OneStream’s certification exams. It is essential that you test the requirements of each system PRIOR to your scheduled reservation to avoid issues on test day. Use a supported browser: Chrome, Firefox, or Edge. (TIP: Safari and Internet Explorer are unsupported.) Chromebooks are UNSUPPORTED. Turn off your popup blocker. Verify you can complete this 5-question quiz PRIOR to exam day. o For the best results, test on a non-work computer. There may be security configurations on your work computer that could affect exam performance. o If you experience issues using a company computer or sitting at work, ask your IT department to follow the instructions in this guide, which may resolve the issues. To launch your exam: o Log into CertMetrics o SSO to TestWise o Click Start Exam Thank you for your support of the OneStream Certification Program! ***If you have questions or concerns, please contact the Certification team by submitting a case at https://onestreamsoftware.service-now.com/.***rhugie2 days agoOneStream Employee33Views0likes0CommentsWhere are journal attachments stored in OneStream?
Hi all, Does anyone know the physical storage location for journal attachments in OneStream? I found a table (table name: Attachements) with file names and related text but couldn’t locate the actual folder or path where I can extract it using a BR. Thanks in advance!Anusha_MP2 days agoNew Contributor II16Views0likes1CommentVersion 9.0 Redacting information in Error Log
Dear Community Members, Has anyone experienced information in the log being redacted. I found this in the latest documenation. However, i see no pattern of what is considered sensitive. I have a data table dump in the decimal positions are redacted. I am logging the keys and values of two dictionaries. in both dictionaries the value is an integer. One value is shown while the other value in redacted. Both values come from a text member of a dimension member. In other cases i am logging the name of the business rule and the name of the function. Sometimes the RULENAME is redacted, sometimes it is not. Which leads me to believe that the logic thinks that the name is sensitive?! Is this sensitivity controllable maybe on the app settings on the server? Cause it seems overly sensitive or plainly wrong in determining what is sensitive and what is no.WernerN2 days agoContributor II523Views2likes17CommentsGet WF Status
Hello, In my BR, I need to incorporate logic that executes code based off the status of a separate WF Channel. E.g. I have 2 workflow channels and the first contains Workspace-->Import-->Validate--Load The second is simply Workspace. This second workspace has a button that kicks off a DM job that executes a BR. In the BR, the code needs to read the status of the first channel, and if it is not completed through process, execute specific code. Any ideas?danszczepanski2 days agoNew Contributor III19Views0likes1CommentError when accessing the Workflow Import step
Hi Everyone, I was recently working within a Demo Environment where I suddenly started getting error message when trying to access the import step in the Load and Transform (Import) step in the Import Workflow. The Error above pops up every time anyone tries to access the Load and Transform (Import) step. Have anyone seen this issue before and knows how to fix it? NOTE: This issue is the same across all applications in this environment. Thanks, HamzaSolvedHamza2 days agoNew Contributor II268Views0likes4CommentsGetting WF Profile Status in BR and using it in Cube View
Hello, is there a BR function where I can get a Workflow Status (example "Pre-Process Completed, Locked")? When I am using brapi.Workflow.Status.GetWorkflowStatus I only get UniqueId and Name. I want to use the status in a Cube View to display for users. Thank you!SolvedLuciaPank2 days agoNew Contributor II466Views0likes4CommentsMove File from Application Database to External Shared Drive
I currently have a metadata file being created by an Extender BR and saved down to the Application Database: Case Is = ExtenderFunctionType.ExecuteDataMgmtBusinessRuleStep 'Export File Dim fileName As String = "AccessoryMetadata.csv" Dim filePath As String = $"Documents/Public/XFDocs/XFDocs_Public" Dim ud1DimPk As DimPk = BRApi.Finance.Dim.GetDimPk(si, "MainProduct") Dim category As String = "" Dim businessStream As String = "" 'Export CSV to User Temp Folder Dim listOfParents As List(Of memberinfo) = BRApi.Finance.Members.GetMembersUsingFilter(si, _ ud1DimPk, _ "U1#ReportingProduct.Descendants.Where(" & _ "Name Contains Accessories" & _ "And Name <> 15_Accessories" & _ "And HasChildren = True)", _ True) Dim csv As New Text.StringBuilder csv.AppendLine("Name, Description, ParentName, Category, Business Stream") For Each parentMember In listOfParents For Each childMember In BRApi.Finance.Members.GetChildren(si, _ ud1DimPk, parentMember.Member.MemberId) ... csv.AppendLine($"""{childMember.Name}"",""{childMember.Description _ }"",""{parentMember.Member.Name}"",""{category}"",""{businessStream}""") Next Next Dim fileBytes As Byte() = Encoding.UTF8.GetBytes(csv.ToString) 'Save csv to file Dim XFfileDataInfo As New XFFileInfo(FileSystemLocation.ApplicationDatabase, fileName, filePath) Dim XFfileData As New XFFile(XFFileDataInfo, String.Empty, fileBytes) brapi.FileSystem.InsertOrUpdateFile(si, XFfileData) Is there any way to then automatically move this file to an external shared drive? Or does the above need to be written in a different way in order for it to work?SolvedBenStuart2 days agoNew Contributor III4.2KViews0likes6Comments
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