Recent Discussions
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, Brandonbmcwilliams2 days agoNew Contributor6Views0likes0CommentsCustom 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 PSatish3 days agoNew Contributor II63Views0likes6CommentsIf Cell Amount is Blank Confirmation Rule
Hello, I'm writing a confirmation rule that is a specific few cells are blank or if these cells are not 0 that the confirmation rule passes. I got the 2nd part to work fine, but when the cells are blank I'm having an issue. Can someone help me with my code and what I might be missing or need to change? Dim EntityName As String = api.Pov.Entity.Name.ToString Dim WFYear As Integer = api.Time.GetYearFromId(api.Pov.Time.MemberId) ' Retrieve amounts for each account Dim AccountPPEICSaleAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#0710:F#PPE_ICSale:O#BeforeAdj:I#None:U1#00:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_FORM:U8#None").cellAmount Dim AccountADICSaleAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#0771:F#AD_ICSale:O#BeforeAdj:I#None:U1#00:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_FORM:U8#None").cellAmount Dim AccountPPEICProceedAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#0710:F#PPE_ICProceed:O#BeforeAdj:I#None:U1#00:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_FORM:U8#None").cellAmount 'Check if data is real data If AccountPPEICSaleAmount = "" AndAlso AccountADICSaleAmount = "" AndAlso AccountPPEICProceedAmount = "" Then args.ConfirmationRuleArgs.DisplayValue = (AccountPPEICSaleAmount + AccountADICSaleAmount + AccountPPEICProceedAmount) Return True ' Check if all three amounts are non-zero ElseIf AccountPPEICSaleAmount <> 0 AndAlso AccountADICSaleAmount <> 0 AndAlso AccountPPEICProceedAmount <> 0 Then ' Set the DisplayValue to a meaningful string for reporting purposes args.ConfirmationRuleArgs.DisplayValue = (AccountPPEICSaleAmount + AccountADICSaleAmount + AccountPPEICProceedAmount) Return True Else ' Indicate which accounts are zero (optional for debugging) args.ConfirmationRuleArgs.DisplayValue = (AccountPPEICSaleAmount + AccountADICSaleAmount + AccountPPEICProceedAmount) End If Thanks, WillSolvedWillVitale3 days agoContributor II22Views0likes2CommentsRun 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,ogonzalez3 days agoNew Contributor II23Views0likes1CommentExecuting 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!NicolasFarro4 days agoNew Contributor21Views0likes1CommentIs it possible to prevent a force consolidation to run on locked period ?
Hi, Without entering into the discussion of whether this is a best practice or not. During some HFM replacement, we have seen occasionally that request being raised. So, is it possible to prevent a force consolidation to run on locked entity / period whilst making it run for the unlocked ones ? AymarSolvedadoat5 days agoOneStream Employee5KViews0likes3CommentsBusiness 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 youSatyapal7710 days agoNew Contributor37Views0likes1CommentTime always returns 0001-01-01 in BR when using XFBR in Cube View
Hi, I am calling a Business Rule (BR) in a Cube View using XFBR as follows: XFBR( BR_ParamHelper, FunctionName, WFname = |WFText2|, SelectEntity = |!WF_AssignedEntity!|, Time = |!Time!| ) Inside the BR, I parse the year from Time to control flows: Dim wfYear As Integer = 0 If args.NameValuePairs.ContainsKey("Time") Then Dim POVTime As String = args.NameValuePairs("Time") wfYear = CInt(Left(POVTime, 4)) End If If wfYear >= 2026 Then ' Remove flows for specified entities Else ' Keep historical flows End If Problem: When I log POVTime or wfYear, it always shows 0001-01-01, so my logic for removing ENT/EXIT based on the year never triggers. What I have tried: Verified the Cube View POV is correctly set. Passed Time = |!Time!| from the Cube View XFBR call. Logged args.NameValuePairs("Time") — still returns 0001-01-01. Question: Is Time = |!Time!| the correct way to pass the POV period to a BR? Is there a difference between |!Time!| and |!POV!| or T#POV in Cube Views for BRs? How can I get the actual workflow year in the BR so I can apply logic like wfYear >= 2026? Any guidance or examples on how to correctly get the year of the workflow/POV in a BR would be greatly appreciated.Manju10 days agoNew Contributor II59Views0likes5Comments