Recent Discussions
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 Regards
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.
Pass-thru Formatting on Cube Views
Good afternoon, I'm trying to pass through formatting from one cube view to another. The 2nd cube view is a dialog pop-up in a dashboard triggered by a selection changed event. So far I've been able to determine destination formatting based on Cell POV dimension members of the cell "clicked" but I'm hitting a snag on dynamically calculated cells (column is Actual versus Budget % for example). The Cell POV dimension members are the same with the only difference being a "GetDataCell" at the end. I haven't figured out a way to retrieve what, if anything, is in the "calculation script" for a cell intersection. Or if there's a way to retrieve the row and column names for a cell intersection at the time of a click? Looking for any guidance possible. Thanks, BrandonCreating FXRateType by BR
Is there a way to create a FXRateType from a Business rule? FXRate types (average rate, closing rate...) are used to set FX rates in addition to Time, source and destination currencies. In addition to default FXRate types, new ones can be added: Is it possible to create such FXRate types by business rule? Indeed, by business rule (with BRAPI.Finance.MemberAdmin.SaveMemberInfo), we can create a scenario, set parameters, set an existing FXRateType for P&L and for BS, but I've not found how to create a new FXRateType that could be used for this scenario.
Real-time "Unsaved" status, Intercepting Workflow Navigation
I have a requirement to implement data integrity guardrails on several budgeting forms (Dashboards containing Cube Views/SQL Table Editor). I am looking for guidance on whether the following two features are technically feasible within OneStream: 1. Real-Time "Unsaved Changes" Indicator The goal is to display a status label at the top of the Dashboard that updates to "Data Hasn't Been Saved" the moment a user modifies a cell value (Cubeview/SQL Table Editor), before they actually click the Save button. Question: Is there a way to detect a "dirty" cell state or user input in real-time to update a dashboard component immediately, or are we limited to updating status only after a Save action is triggered? 2. Navigation Warning (Popup on Exit) The goal is to trigger a popup warning if a user attempts to navigate away from the current Workflow Unit or close the Dashboard tab without having Saved or Run Calculations. Question: Is there an event handler available that allows us to intercept a navigation event, and potentially block the user from leaving the screen until they complete the required actions? If anyone has implemented a similar solution or knows which Business Rule events controls these interactions, I would appreciate the insight. Thanks!
Update bound parameter value without refreshing dashboard
Hi, I have a tree view component with this bound parameter: When an item in the Tree is selected, I want the parameter "userSelection" to update accordingly, for this reason I've set it to refresh once an item is selected. The problem is that all the parent items the user opened to get to the selected item get closed once the dashboard gets refreshed, but I can't find a way to update "userSelection" without refreshing. The only workaround I found is to save the parameter value into a variable, but it can be only accessed by components since I'm in a component service (I'm using assemblies). So, do you know any way to save the value into "userSelection" parameter without refreshing? (I've already tried using SelectionChangedTaskInfo but it doesn't work) Thank you.task manager comments - how to notify users by email
Hello, We are implementing the task manager and one of the requests is for the users to be able to know when comment is added. Is there a way to build business rules so email is sent when comment in TM is added. If someone already has it would you be willing to share it? thank you, Ola
TransformationEventHandler - Adding new member to main and Alternate hierarchy
Is it possible to add members to both main and alternate hierarchies using EventHandler from source. Was not able to achieve using existing code. Below code is being used to add new members from source to the Flow dimension which works for main hierarchy but not adding under Alternate hierarchy, any help is appreciated. The new member needs to get added under both parents below Dim flowDimName As String = "Product_Attributes" Dim flowMF As String = "F#TopProductAttributes.Base" Dim flowLookup As Dictionary(Of String, MemberInfo) = Me.CreateMemberLookupUsingFilter(si, flowDimName, flowMF) Dim ExistflowLookup As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, flowDimName, flowMF, True) Dim flowAddedMembers As New Dictionary (Of String, String) 'Set the parent to add new FLOW Members under Dim tFlowColIndex As Integer = (objTransformer.TransformerDimensions(StageConstants.MasterDimensionNames.Flow).DataTableColumnIndex) + StageConstants.TransformationColumnIncrements.Target '****************Start adding new members********************************************* 'Loop over all pages in the cache If objTransformer.DataCache.Pages.Count > 0 Then 'Move to the first page objTransformer.DataCache.MoveFirstPage(si) 'BRAPI.ErrorLog.LogMessage(si,"Add member Yes: Line 223") 'Process All pages in the data cache For intPageNo As Integer = 0 To objTransformer.DataCache.Pages.Count - 1 'Set the current data page objTransformer.DataCache.ActivatePage(si, intPageNo) 'Process each row in the data table on this page for each dimension we are checking For Each row As DataRow In objTransformer.DataCache.CurrentPage.PageDataTable.Rows ' BRApi.ErrorLog.LogMessage(si, "Line 123") 'Check the target Flow Value Dim targetFlow As String = row(tFlowColIndex) Dim flowDesc As String = "" '*** Product Attribute Description *** Dim flowMember As String = row(tFlowColIndex) 'Determine Flow Parent member Dim flowParent As String = "NA_RELEASE_STATUS" 'Determine Flow Parent member Dim flowParent As String = "NA_RELEASE_STATUS" If (Not row(tFlowColIndex) Is Nothing) Then If flowMember.XFContainsIgnoreCase("NOT_RELEASED~AUTOMOTIVE") Or flowMember.XFContainsIgnoreCase("NOTRELEASED~AUTOMOTIVE") Then flowParent = "NOT_RELEASED" ElseIF flowMember.XFContainsIgnoreCase("NOT_RELEASED~AUTOMOTIVE") Or flowMember.XFContainsIgnoreCase("NOT_RELEASED~AUTOMOTIVE") Then flowParent = "AUTOMOTIVE" End If End IfUse Data Adapter in a Different Workspace
I'm looking copy an existing data adapter (screenshot below) from the RCM solution into a different workspace and use it within BI Viewer for custom dashboards. I believe the 'GetReconsWithStatusGridView' function is stored within the 'Services' assembly folder and 'ReconService.cs' is the file within the folder that needs called. I have 'Is Shareable Workspace' set to True. Since the method query references WSMU, I need to update that in order to properly call the underlying business rule. That's the part I'm having trouble with. I've tried a wide variety of syntax to no avail. Examples: {Workspace.OFC.RCM}{GetReconsWithStatusGridView}{AccountFilter=...} {Workspace.OFC.RCM.Services}{GetReconsWithStatusGridView}{AccountFilter=...} {Workspace.OFC.RCM.Services.ReconService}{GetReconsWithStatusGridView}{AccountFilter=...} Does anyone know the proper syntax to place in my copied data adapter? Are there any other steps I need to take to properly reference this business rule? Thanks!
