Recent Discussions
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,
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, BrandonRun a DM as a different user
Hi there, We have one Business Rule that reorganize some security groups adding/removing Parent Groups based on a certain hierarchy, however, we are facing the issue that when the user executing this Business Rule belongs to a group that is being reorganized, we get the following error message: "Security Access Error. You cannot add/remove yourself or a group that you belong to or an Administrators group to/from the current group." That error is perfectly reasonable, but we need to find a way to bypass that. In other softwares exists the possibility to execute a Job as a different user (usually non-interactive) which has the required security configuration to ensure the process is executed successfully. How can we achive that same result in OneStream? Thank you! Bests,
Custom Consolidation
Hi, I have a requirement from business that, want to restrict the roll-up in the entity dimension. for ex: i have Top entity, and all the members underneath are rolling up to Top, but i want to restrict one entity (ex: entity A) not to roll up for particular users which are part of group A. So, when Group A users retrieve the data at Top entity, he/she should see the total number except restricted entity(entity A) and all other can see the total numbers including entity A at Top. is there any way to restrict the roll-ups based on security. Thanks in Advance. any suggestions please, Appreciate your help. Thanks Satish P
Executing QuickViews using BRs
Hi everyone, Does anyone know if there's a specific method to be able to run Quickviews using a Business Rule? Trying to understand if OS is capable of doing something like that. Presumably, what I would like is to execute a dashboard that would allow me to see one, just seeking for some ideas on this topic. Thank you!
Business Rule: Copy data from one cube to another with different cube dimensions
Hello, I have following two cubes in onestream: Volumes Detail All the cube dimensions are the same except for UD1. For volumes, UD1 cube dimension is VintageDim and for detail its FunctionTotal. I am trying to copy data from "Volumes" cube to "Detail" Cube through a Business Rule. I am running this business rule from Data Management Step. The rule runs perfectly but it doesn't copy the data. I don't get any error too. Please can someone help to understand the issue? Public Sub CopyData() Try 'Define the source and target information Dim sourceCube As String = "Volumes" Dim targetCube As String = "Detail" Dim sourceScenario As String = api.Pov.Scenario.Name '1. Pull data from the source cube (Volumes) 'Using a formula to capture the desired data unit Dim sourceDb As DataBuffer = api.Data.GetDataBufferUsingFormula($"Cb#{sourceCube}:S#{sourceScenario}:A#Product_Sales") '2. Convert the data buffer to match the target cube's dimensionality 'This handles the automatic mapping of extended members between the cubes Dim convertedDb As DataBuffer = api.Data.ConvertDataBufferExtendedMembers(targetCube, sourceScenario, sourceDb) '3. Set the converted data into the target cube (Detail) Dim destInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("") api.Data.SetDataBuffer(convertedDb, destInfo) Catch ex As Exception brapi.ErrorLog.LogMessage(si, "EXCEPTION: " & ex.Message) Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Sub Thank you
