Recent Discussions
How can I retrieve the name of the form template using a finance business rule?
Hello everyone, Thanks to this discussion: https://community.onestreamsoftware.com/discussions/WorkflowDI/forms-by-entity/13417 I can now show or hide the input cube views based on whether or not the group entity has been released, as stored in Entity Text6. However, by doing this, I lose the ability to display cube views only for the quarter, half-year or full year. Currently, I display the cube views every month if the entity is present in the group, so this does not apply to cube views that should be displayed quarterly. I would therefore like to retrieve the name of the form displaying each data entry cube view, so that I can define in the Business Rules whether each form should be displayed monthly, quarterly, half-yearly or only in December. This would allow me to use the settings provided natively by OneStream, which I have previously bypassed. But I am unable to do so. Is this feasible? The ultimate aim is to prevent accidental data entry into workflows that should no longer be populated. I have already removed accountants’ access to the workflow for entities that have left the group, but the central team still has access, and I would like to prevent them from accidentally entering data for periods when the entity has left the group. Thank you for your help
Alternate Entity hierarchies unbalanced
hello Team, good day; we have 4 alternate hierarchies for Entity dimension, the Application is for Consolidation, BS & IC, having the Balance sheet accounts balancing the amounts, the main hierarcy is balanced (means 0 asset, liability & equity), for all the rest aer unbalanced and the reazon could be the elimination accounts because these are not summing properly to 1st and 2nd level, (main parent and ancestor). the consolidation rule is custom and runing, maybe the conso properties are bad. Does anyone knows how to solve the unbalancing for all the Entity hierarchies? thakns in advance and Kind RegardsAUDIT log not appearing for BRAPI access provision
Hi all, I am using the Business Rule to perform the user access provisioning using BRApi for security management. And used this BR in DAM job, added the DM to a task scheduler job to run it. All are working fine, but in the DASHBOARD -->NAVIGATION CENTER--> SECURITY AUDIT REPORTS --> USER CHANGE AUDIT. I cannot see the change line appearing in this report, executed by task scheduled for the DM (run by Business Rule.). Is there a way to enable the time in this report. apart from this i see the audit data and time in TOTAL USERS, USER LIST reports. -------------------------------------------------------- another important point i noted was ,those new user whoever i provisioned through the BR are uanable to authenticate. but when i make a small change like space or some modification in the user parameter save it. then undo the change and save it. they are able to authenticate the applciation.
DynamicCalc - Return FX of Current Parent
Good morning OneStream folks. I was looking for an example of how to dynamically pull the FX rate for an entity based on its current parent. We currently have a DynamicCalc account that assumes that all parents are USD and therefore the rate returned by the account is the USD translation rate. For example, the child is GBP and has a CAD parent, but the formula returns GBP-->USD. I was able to get a DynamicCalc formula that works, but I have to make some additions in my QuickView or CubeView to get it work completely. The account I created in this case is called ParentFX and the logic is below: In order to get the ParentFX account to return the correct value, I have to write my quickview logic as: A#ParentFX:C#Translated:Name(Parent FX). Which is fine, but I would also like to use that combo in a getdatacell calculation, and OneStream doesn't seem to like that. I'd like to be able to pull the A#ParentFX account with it using the Entity hierarchy as its guide for the parent FX instead of having to use the Cons hierarchy. Any ideas are appreciated.
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!Pull in Variables from another BR
I'm trying to call a helper BR that I wrote to pull in two variables to denote our environment, but I'm getting an error message saying the extender business rule.MainClass is undefined. Background: Our GL has three environments, Dev, Prj (test) and PRD. As we promoted projects up in OneStream, I have to edit the BRs to reference the different environments. It's a pain when it comes to the SQL because the environment is part of the tableName.fieldName. Goal: to have one helper BR that has the environment variables in it and all other BRs reference this rule so I no longer need to edit them from environment to environment. The helper rule in DEV would reference the DEV tables, the helper in PRD would reference the production tables, etc. 'test code to pull in environment variables from a Helper 03-05-2026 'Define reference to business rule Dim JDE_EnvironmentHelper As New OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass '<-- Update ReferencedBRName with your Business Rule 'Call function within referenced business rule If Not JDE_EnvironmentHelper Is Nothing Then Dim returnVariable As String = JDE_EnvironmentHelper.GetConnectionString(si, gateWay, envTbl) '<-- Update ReferencedBRFunctionName, param1..paramX, returnVariable type End If ' End test code 03-05-2026 The above code* is from the Connector rule that is to receive the variables, gateWay and envTbl. The error I get when I validate it is: Error at line 37: Type 'OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass' is not defined. This code is directly copied from the OneStream snippets (modified for my BR name, of course) What am I doing wrong? Am I even on the right track? *line 3 above is line 37 in my BR
DataBuffer Aligning of Dimensions
Hello, I have a question about aligning dimensions of a DataBuffer. I have an unallocated balance that is stored at a specific UD2 base member. This is shown in the log below: The goal is to multiply this amount (82.1097072) by a percentage at the same Account:UD1 combination, but the rate is stored at a U2#None, not at the same U2 as the unallocated percentage: The goal is for these data buffers to multiply and land at the specific U2# from the unallocated amount. (82.106*1.5219) However, since they are at different UD2s, they aren't going to multiply. Given that I need the specific UD2 detail, but the rates aren't stored at the specific UD2s, are there ways to manipulate the databuffer multiplication so this will occur at the detailed UD2? Dim Buffer As DataBuffer = RateBuffer * UnallocatedBuffer Thank you!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])")
Automatically Flag Cells for Spreading in Cubeview
Hello, Currently we are working on a forecasting model, and we would like to be able to use the spreading process inherent in OS. Is there away to use conditional formatting or an XFBR to set a column of values to be flagged automatically based on the comparison between a parameter and the column member? Specifically, I am looking to have the first or first two periods of the quarter set as flagged so they can be excluded from the proportional distribution based on when the users are completing this forecast. Thanks,
