Announcement
ABC
Recent Activity
Missing Account Values
This one is for all you Encyclopedia Brown fans out there. Like many companies, we have a cash flow cube view. We've recently added two balance sheet accounts to one of the lines in it, but the values in those accounts do not show up. Here is the code for the member formula for the Debt Payments cash flow line: If (Not api.Entity.HasChildren()) Then api.data.calculate("A#CF_DebtPymts:F#CF_ACTIVITY:I#None:O#Import = A#DebtCur:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Debt_LT:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Cur_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#LT_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top") End If The last two accounts, Cur_equip_fin_liabs and LT_equip_fin_liabs are not pulling into the value for Debt Payments even though I've proven via a QuickView that there are data in the intersections specified in the above formula. I've compared the new accounts to the existing accounts in this formula, and all the settings are the same. These accounts were added before month end close, so everything has been through the entire process of consolidation and calculation. Why do the values not pull into this cash flow account?
Exporting Grid View Filter Results
Hi OneStream Community, I had a question regarding extracting dimension metadata and properties from OneStream. Currently, when we go to the Dimension Library, apply member filters in the grid view, and then right-click and export to CSV, we can download file containing the metadata along with its properties. I’m trying to find out if there is a way to automate this instead of doing it manually. Ideally, I would like to extract the same information (based on member filters or a specific hierarchy) through something like a Dashboard, Data Management step, or Business Rule, so the export can be automated. Has anyone implemented something similar or know of an approach to achieve this?
GetDataBufferUsingFormula
Can someone check if there's any mistake in the below 2 lines. I am unable to execute the BR Dim sourceBuff As DataBuffer Dim srcED As String = args.CustomCalculateArgs.NameValuePairs("sourceEffectiveDate") Dim selectedScenario = args.CustomCalculateArgs.NameValuePairs("selectedScenario") Dim dmTime = api.Pov.Time.Name Dim account = args.CustomCalculateArgs.NameValuePairs("account") sourceBuff = api.Data.GetDataBufferUsingFormula($"FilterMembers(T#{dmTime}:S#{selectedScenario}:U4#Approved_Status:U6#Total_Audit:U7#{srcED}, [A#{account}.Base])")
Top N in Cubeview using BR
I am trying to get top N (top 10) customers by revenue account in my cubeview. For this i re-purposed the snippet finance code for List Ranked to this: Namespace OneStream.BusinessRule.Finance.Ranked_list Public Class MainClass Public Function Main( ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs ) As Object Try Select Case api.FunctionType Case FinanceFunctionType.MemberListHeaders Return New List(Of MemberListHeader) From { New MemberListHeader("Ranked") } Case FinanceFunctionType.MemberList If args.MemberListArgs.MemberListName.Equals("Ranked", StringComparison.InvariantCultureIgnoreCase) Then Dim header As New MemberListHeader("Ranked") Dim members As List(Of Member) = GetRankedMembers(si, api, args) Return New MemberList(header, members) End If End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function #Region "Ranking Logic" Private Function GetRankedMembers( ByVal si As SessionInfo, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs ) As List(Of Member) Try '------------------------------- ' Required parameters '------------------------------- Dim rankType As String = args.MemberListArgs.NameValuePairs("RankType") Dim rankCount As Integer = Convert.ToInt32(args.MemberListArgs.NameValuePairs("RankCount")) Dim loopMemberFilter As String = args.MemberListArgs.NameValuePairs("LoopMemberFilter") If Not args.MemberListArgs.NameValuePairs.ContainsKey("DataCellToRankMemberFilter") Then Throw New Exception("Missing required parameter: DataCellToRankMemberFilter") End If Dim dataCellFilter As String = args.MemberListArgs.NameValuePairs("DataCellToRankMemberFilter") Dim cubeName As String = New MemberScriptBuilder(dataCellFilter).Cube '------------------------------- ' Determine looping dimension '------------------------------- Dim loopDimPk As DimPk = GetDimPkForLoopMemberFilter(si, api, cubeName, loopMemberFilter, dataCellFilter) Dim membersToLoop As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(loopDimPk, loopMemberFilter, Nothing) Dim rankedCells As New List(Of MemberAndCellValue) '------------------------------- ' Loop members and evaluate cell '------------------------------- For Each mi As MemberInfo In membersToLoop Dim mfb As MemberScriptBuilder = SubstituteLoopMember(loopMemberFilter, dataCellFilter, mi.Member.Name) Dim cell As DataCellInfoUsingMemberScript = BRApi.Finance.Data.GetDataCellUsingMemberScript( si, cubeName, mfb.GetMemberScript ) If cell IsNot Nothing AndAlso Not cell.DataCellEx.DataCell.CellStatus.Invalid AndAlso Not cell.DataCellEx.DataCell.CellStatus.IsNoData Then rankedCells.Add( New MemberAndCellValue( mi.Member, cell.DataCellEx.DataCell.CellAmount ) ) End If Next '------------------------------- ' Rank results '------------------------------- Dim result As New List(Of Member) Select Case rankType.ToUpperInvariant() Case "TOP" result = rankedCells. OrderByDescending(Function(x) x.CellValue). Take(rankCount). Select(Function(x) x.Member). ToList() Case "BOTTOM" result = rankedCells. OrderBy(Function(x) x.CellValue). Take(rankCount). Select(Function(x) x.Member). ToList() Case "MAX" Dim maxItem = rankedCells.OrderByDescending(Function(x) x.CellValue).FirstOrDefault() If maxItem IsNot Nothing Then result.Add(maxItem.Member) Case "MIN" Dim minItem = rankedCells.OrderBy(Function(x) x.CellValue).FirstOrDefault() If minItem IsNot Nothing Then result.Add(minItem.Member) End Select Return result Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function #End Region #Region "Helpers" Private Function GetDimPkForLoopMemberFilter( si As SessionInfo, api As FinanceRulesApi, cubeName As String, loopFilter As String, dataCellFilter As String ) As DimPk Dim cube As CubeInfo = api.Cubes.GetCubeInfo(cubeName) If cube Is Nothing Then Throw New Exception("Invalid cube: " & cubeName) Dim dimType As DimType = DimType.GetItem(loopFilter.Split("#"c)(0)) Dim mfb As New MemberScriptBuilder(dataCellFilter) Dim scenario As Member = api.Members.GetMember(DimTypeId.Scenario, mfb.Scenario) Dim scenarioType As ScenarioType = api.Scenario.GetScenarioType(scenario.MemberId) Dim dimId As Integer = cube.Cube.CubeDims.GetDimId(dimType.Id, scenarioType.Id) Return New DimPk(dimType.Id, dimId) End Function Private Function SubstituteLoopMember( loopFilter As String, dataCellFilter As String, memberName As String ) As MemberScriptBuilder Dim mfb As New MemberScriptBuilder(dataCellFilter) Dim dimType As DimType = DimType.GetItem(loopFilter.Split("#"c)(0)) Select Case dimType.Id Case DimType.Entity.Id : mfb.Entity = memberName Case DimType.Account.Id : mfb.Account = memberName Case DimType.UD1.Id : mfb.UD1 = memberName Case DimType.UD2.Id : mfb.UD2 = memberName Case DimType.UD3.Id : mfb.UD3 = memberName Case DimType.UD4.Id : mfb.UD4 = memberName Case DimType.UD5.Id : mfb.UD5 = memberName Case DimType.UD6.Id : mfb.UD6 = memberName Case DimType.UD7.Id : mfb.UD7 = memberName Case DimType.UD8.Id : mfb.UD8 = memberName End Select Return mfb End Function #End Region #Region "Helper Class" Private Class MemberAndCellValue Public Property Member As Member Public Property CellValue As Decimal Public Sub New(m As Member, v As Decimal) Member = m CellValue = v End Sub End Class #End Region End Class End Namespace After this changed My cubeview row member filter to this, however when cubeview runs , it runs for a bit and then page comes back completely blank : U5#Root.CustomMemberList( BRName = Ranked_list, MemberListName = Ranked, RankType = Top, RankCount = 10, LoopMemberFilter = U5#Total_Customer.Children, DataCellToRankMemberFilter = Cb#Financials :E#TotalEntity :C#USD :S#Actual :T#2026M1 :V#YTD :A#A5 :F#EndBal :O#Top :I#Top :U1#Organization :U2#Project :U3#None :U4#None :U6#None :U7#None :U8#None ) Does anyone know what i could be missing?
Pass through external parameters into dynamic cube view services
Hello, Is there a way to pass a combo box paramater into a cube view service? I think would be through the Service Factory. Since the cube view service runs when the cube view is executed and there is no call as XFBRs or Dashboard extenders, Is there a way to pass parameter values into the cube view service business rule?
Same Account Rolling to Different Parents Depending on Entity
Hi everyone, I’m currently building a OneStream application for a budgeting process and I’m facing a modeling challenge with account aggregation. The situation is the following: We have the same source account (for example 600000) across multiple entities. However, depending on the entity, the amount should roll up to different parent accounts in the reporting structure. Example: If Entity A loads Account 600000 = 1000, the amount should roll up to ParentA. If Entity B loads Account 600000 = 1000, the amount should roll up to ParentB. The key requirement is that I would like to keep only one account member (600000) in the Account dimension, without creating multiple target accounts such as 600000_A or 600000_B. Since the Account hierarchy in OneStream is static, I’m trying to understand what the best design approach would be to handle this type of entity-dependent aggregation. Has anyone implemented a similar requirement? What would be the recommended way to model this in OneStream while keeping a single account in the CoA? Any guidance would be greatly appreciated. Thanks in advance!CV with Comments - Print option that include the comments
It seem like both edge and chrome browsers have removed the layout selection when printing the entire web page. I wanted to use this print option for printing the entire dashboard page of cv with comments where viewing comments for cube view summary or desendents summary. As at now, the export option in the task bar is only exporting the cv table in excel and pdf, there is nothing showing up for comments. It will be nice if there is a dashboard page print/export option for the entire dashboard.Genesis - Drill down > Open in New Tab
I am testing out drill functionalities in Genesis and found this "Open in New Tab" being grey out. I checked the cv in the page and am unable to find any config in this cv that relates to this. How do I make this option active for use? it will be really useful to see the drill results in another tab so that it can be view side by side with the original dashboard.
