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Business Rule | One-to-One Transformation - E# Parent to its first E# Base
We need your help to Import flat files: 1. Number of Rows: > 100k 2. Organized under E# Parent Members: a few thousands 3. E# is extended We've been fortunate to be advised to build a BR to generate a one-to-one Transformation Rule file. - E# Parent to its first E# Base Is it possible for you SMEs to be generous enough to share with us/Community: - a sample BR to look up its first E# Base Member of an E# Parent Member - under extended E# - how to call that BR in an Import Workflow Thank you, OS SMEs.
Public Overloads Function GetBusinessRules
I have seen several MaketPlace solutions rules that give me a warning message when I compile in v 7.1.1. See the example below: Warning at line 410: 'Public Overloads Function GetBusinessRules(si As SessionInfo, brType As BusinessRuleType) As List(Of BusinessRuleSummaryInfo)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. Not sure how these rules will behave when we upgrade to v 8.5, but I was wondering if there is an easy fix out there which will remove this warning message.
XFDoc Word text size changing upon processing
We have XFDocs set up to open in Word. The text is Times New Roman, size 12. Some, not all, of the text shrinks to size 10 when the document is processed. I noticed that the text that resizes has a "Normal" style. The text that doesn't resize doesn't seem to have a style at all. If I copy the format of the non-styled text and paste it over the Normal style text, it won't resize when processed. Does anyone know more about this? Is there a way to prevent the resizing or set what "Normal" should process as in OneStream? Thank you.
How to convert a raw Excel file into multiple upload-ready OneStream journals. (3 quick steps)
Use case: You generated several journal lines in Excel. You saved it as a CSV file, and the upload to OneStream failed. Here’s how to clean it up and get it posted. 1) Paste your raw lines into Excel: Paste your raw journal lines into column A as above. Go to Data → Text to Columns → Delimited → Comma → Finish. You should now see the first column as H and the next two as D, D, with each field in its column. 2) Clean the values (common blockers) ConsName must be a valid Consolidation member in your app (e.g., Entity or Local). Leave ParentName blank unless you’re 100% sure of the direct parent. Don’t type literal None unless it’s a real member; leave IC/UD blank or use your member when required. Make sure Scenario → Cube mapping matches your CubeName. If JournalBalanceType=Balanced, totals of Debits = Credits per journal. 2) Save as CSV (UTF-8) Keep only the upload rows on the active sheet (no notes above/beside them). File → Save As → CSV UTF-8 (Comma delimited) (.csv). Accept “only the active sheet will be saved.” 3) Import & post in OneStream OnePlace → Journals → Import (or your Workflow step). Choose File Type = CSV, select your file, and Import. Open the journal, Validate/Balance, then Post. Run Consolidation and verify in a Cube View. Hope this helps some people within the OneStream Universe 😊.Connect different OneStream SaaS deployments
Hi Folks, We're just starting on a OneStream SaaS implementation to replace HFM. We're far from the stage of actively working on any data integrations yet but I'm already starting to think about how things will hang together and how data will potentially flow in the future state of things. Two of the downstream feeds that we currently receive in our HFM system are companies which are current users of OneStream SaaS. Just thinking at a very high level for now, does anyone know if there are any ways downstream systems could submit data to us without punching out to the internet e.g. using Azure Private Link service and staying within the Microsoft network (or some other networkey magic)? High level pretty picture :) Obviously we wouldn't be able to configure this ourselves as this is SaaS but I'm interested to hear if anyone else has any experience exploring this or anything similar with OneStream SaaS and if anything like this is even possible in the SaaS world. Regards Craig
Cube view dimension Hierarchy in reverse order with expandable option..
Hi team, is there a way to get the children of a member above the its row with expandable and collapse option. I know we can use the TreeDescendantsInclusiveR but we are not able to have an option for expanding and collapsing the hierarchy for example I want the expandable option on BUYBCK_MGN with expanding above in the following image
Org-by-period
Hi all, Within our application, we have a requirement to be able to do restructurings. This means, on date A, a legal entity is owned by holding A, but on date B, it moves to a different holding company and is then consolidated under that holding company. Has anyone got this working, and if yes, could you share how? What I am running into right now: We can leverage org-by-period settings, but in that case for example opening balances become 0. Plus there is the complexity that you have to set the scenario consolidation view to Periodic, which brings challenges in rolling forward balances where there are no movements. This also means we cannot keep the consolidation setting to standard which means the performance is degrading significantly. So the question is, did anyone get this scenario workign, and can you share how? This would be grately appreciated! With kind regards, Tim Vierhout
Zero cells count
Hi, I wanted to ask about the OneStream guidelines for an acceptable proportion of zero cells. I remember reading something a few years back about a suggested maximum proportion, but I can't find that info now. I know it's important to minimize zero cells and that there are ways to do this, like using the RemoveZero command in formulas. I also get that the proportion of zero cells is just one part of the overall system performance. Could you share the specific proportion of zero cells to total cells that would typically trigger further investigation? Also, what threshold would indicate that I'm in the clear? I have one client with an existing implementation where zero cells make up about 20% of the total data cell count at the total entity level for Actual. Is that a reasonable proportion? Thanks
