Implementation Q&A Archive

Is it possible to write intercompany eliminations to a specific UD member in addition to the out of the box use of the Elimination members used by OS in the Consolidation and Origin dimensions? Looking for the member formula/BR syntax and hoping this can be done without the need to turn on the consolidation algorithm in the application/cube settings.

Answer The rule should write the data to the C#Elimination and O#Elimination members. We can also isolate the accounts the rule should run for by using a filter to only run for the accounts that we tagged. The rule can be written in a business rule o...

Question: Would like to set up a model for Direct and Ultimate Ownership for Equity Pick Up with parent / child relationships. Is there a recommended source for documentation or setup?

Answer We want the rule to be as dynamic as possible so we can create a list of accounts that should run the NCI calculation by utilizing a text field . This will allow the client to easily add and remove accounts as needed. You can dynamically grab ...

In Task Manager, can reminder e-mails be sent to task owners and/or approvers before a task should start (i.e., 24 hours before a task should start)? I am not seeing anything in the setup guide, but maybe I am missing something.

Answer Not currently out-of-the-box, e-mail notifications can be sent to approvers/owners upon task status change. Source: Office Hours 2020-08-27 Partner Enablement

How do you present Currency Translation into an FX rate other than the reporting Currency assigned?

Answer Dynamic calculations on UD8 members can be used to display alternate currency…however, this is for reporting display only. These would not account for special calculations, such as Flow calculations on equity members, as an example. In order t...

In a Cube View, how do you get calculated columns to accommodate different calculations based on the account?

Answer Create a UD8 member with a dynamic calculation to read the account in the row. Then, use a select case to vary the formula by line item. If the account is not included in a case, then return nothing to populate a blank cell. Source: Office Hou...

Is there an equivalent to XFSetCell for member properties (i.e., XFSetMemberProperty)? I don’t see this as an option but there are a few XFSet formulas, but I am not sure if they would work for this.

Answer No, there is not Excel Add-In function for setting member properties. Metadata changes are captured (i.e., XML file loads, manual record updates, grid view bulk updates) so that audit trails can be maintained. Extracting the metadata XML and m...

Can you get Cube View cell number formatting to display/accept European number formatting?

Answer First, you must make sure the Users have the appropriate Culture setting assigned to them in Security: Assuming no overriding formats are on the Cube View, values will appear as follows for US vs. French culture settings: You can then apply St...

Is there any way to create forms that have drop downs embedded within as pick lists? We know this is possible with dashboard functionality, but we have a tight timeline, and we don’t want to open the pandora’s box of dashboard capabilities with the client just yet.

Answer In a cube view, the row and/or column sets can be set to Cell Type “Combo Box” which a parameter must be entered for, this will display a drop-down menu. Source: Office Hours 2020-08-27 Partner Enablement

How do you clear elimination records for parent members that have been cleared/removed but cannot be deleted due to existing elimination data?

Answer The data is stored in the intersection even when the parent is removed. To clear the data, you would need to put the children back under the parent, run a DM job to clear data that is for E#[YourTopParent].DescendantsInclusive and T#[YourAppli...

Is there a way to have a cross dimension lookup in a parser rule that is associated with a dimension in the Data Source?

Answer For example, if Account dimension IsIC=False, map IC dimension to None. We want the Account IC lookup happen before the One-to-One mapping. OneStream will let you access BRApi.Finance.Account.IsIC() in a Parser Business Rule, so it can be done...

Is there a way to put a constraints in the Journal Event Handler rule? For example, can you create an error message to prompt the user if they try to submit a Journal with Account IsIC=True, and IC None.

Answer It is recommended to use the constraints on the account members, or you can utilize a "No Input" rule that is specific for O#Adj. NOTE: There are some 5.X versions where this was a known issue whereby constraints were not being applied upon jo...

Rows get suppressed when using .Tree in combination with an indent level…is this expected behavior? For example: If I setup a cube view with Accounts in the row (e.g., A#Account.Tree) and have indention set to 0, it will display the account and its descendants properly. But, if I change the indention to 2, the row will be suppressed.

Answer We tested this in 6.1 and did not see the same behavior. NOTE: This has been an issue in prior versions. Source: Office Hours 2020-09-27 Partner Enablement

Is it possible to present a Combo Box to the user, then reference the resulting selection within a business rule?

Answer Yes, the first step will be to create the desired parameter to display the user choices. In this example, we are presenting a list of Scenarios to select from: Next, you need to create a Combo Box component that is bound to the parameter: In y...

When using People Planning, is there a way to run the calculations for a specific entity, rather than the entire register? We would like to restrict the calculations to only those register records that have been updated.

Answer Currently there is no way to accomplish this without customizations that would render the solution non-Supportable. Source: Office Hours 2020-09-27 Partner Enablement

When doing a SQL query in a Data Adapter, is it possible to have a Join between the Framework and Application tables?

Answer Yes, it is possible but requires the use of a Dashboard Data Set Business Rule The OneStream Integration team has done some custom solutions that use this…you could reach out to them for assistance via a Support ticket, though the time may be ...

I have a SetDataBuffer statement to clear data. Most of the time it works, but intermittently it does NOT. The error message provides no guidance as to what the error might be. Any ideas on what would cause this to fail?

Answer If NOT all intersections are Local currency, then could be missing some parent references needed to translated or elimination amounts. If dimensions are Extended, then the rule may not know which members apply. Source: Office Hours 2020-09-27 ...

Is it possible to alter the appearance of the header bar by application to indicate if you are in PROD or DEV?

Answer Currently you can change the appearance by ENVIRONMENT…it is a setting in the AppConfig file. However, you cannot do this by applications within the same environment. There is currently an enhancement pending for this. Source: Office Hours 202...

Is there a way to mass export multiple RCM T-Docs at once? Our customer is about to go through a merger and needs to take a snapshot of their current application to bring into another. We want to ensure all the pieces of the RCM solution properly migrates across.

Answer The RCM (or any of the MarketPlace Solutions) will not come across with an Application Database copy, because those solutions are not stored within the Application Database. Instead, they are stored in auxiliary tables. The auxiliary tables ca...

I am trying to create an Excel file from a database table, which then becomes part of a Book. However, my only options available are to point the Excel xfDoc to a Cube View. Is there any way to do this?

Answer There are no out-of-the box API calls available to do this. The only way we know that it could be done is using OpenXML commands, but this would not be supported. There are pending enhancement requests to add this as a supported API. One short...

We have a few accounts where we don’t want the value to translate if it’s a foreign entity. How can we override the default logic?

Answer You can use the Alternative Currency Input settings available in the Flow dimension to set the applicable accounts to a single currency…the Account should have: Then, the Flow would have members set up as shown below. For accounts flagged as s...

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Knowledge Base Articles

Question: Would like to set up a model for Direct and Ultimate Ownership for Equity Pick Up with parent / child relationships. Is there a recommended source for documentation or setup?

In Task Manager, can reminder e-mails be sent to task owners and/or approvers before a task should start (i.e., 24 hours before a task should start)? I am not seeing anything in the setup guide, but maybe I am missing something.

How do you present Currency Translation into an FX rate other than the reporting Currency assigned?

In a Cube View, how do you get calculated columns to accommodate different calculations based on the account?

Is there an equivalent to XFSetCell for member properties (i.e., XFSetMemberProperty)? I don’t see this as an option but there are a few XFSet formulas, but I am not sure if they would work for this.

Can you get Cube View cell number formatting to display/accept European number formatting?

Is there any way to create forms that have drop downs embedded within as pick lists? We know this is possible with dashboard functionality, but we have a tight timeline, and we don’t want to open the pandora’s box of dashboard capabilities with the client just yet.

How do you clear elimination records for parent members that have been cleared/removed but cannot be deleted due to existing elimination data?

Is there a way to have a cross dimension lookup in a parser rule that is associated with a dimension in the Data Source?

Is there a way to put a constraints in the Journal Event Handler rule? For example, can you create an error message to prompt the user if they try to submit a Journal with Account IsIC=True, and IC None.

Is it possible to present a Combo Box to the user, then reference the resulting selection within a business rule?

When using People Planning, is there a way to run the calculations for a specific entity, rather than the entire register? We would like to restrict the calculations to only those register records that have been updated.

When doing a SQL query in a Data Adapter, is it possible to have a Join between the Framework and Application tables?

I have a SetDataBuffer statement to clear data. Most of the time it works, but intermittently it does NOT. The error message provides no guidance as to what the error might be. Any ideas on what would cause this to fail?

Is it possible to alter the appearance of the header bar by application to indicate if you are in PROD or DEV?

Is there a way to mass export multiple RCM T-Docs at once? Our customer is about to go through a merger and needs to take a snapshot of their current application to bring into another. We want to ensure all the pieces of the RCM solution properly migrates across.

I am trying to create an Excel file from a database table, which then becomes part of a Book. However, my only options available are to point the Excel xfDoc to a Cube View. Is there any way to do this?

We have a few accounts where we don’t want the value to translate if it’s a foreign entity. How can we override the default logic?