Business Rules for new OS implementation
Hi, we are implementing OS at present, and this is our first-ever project in OneStream; I need guidance on Business Rules. I am not sure what business rules we need to consider after and before we import the data from the Client system to match the client's legacy system data with OneStream numbers. Thanks, Preeti
performance issue.
Hello OneStream Community, I am working with a Cube View where I need to display the Income Statement data for the end of every year (December). The data should show up as the beginning balance for the January month in the subsequent year. To achieve this, I used a Row Override1 member filter with the formula T#povprioryearm12. The Cube View includes four dimensions: Entity, Division, Cost Center, and Accounts. However, I am experiencing slow loading times when the view is being accessed. it is not exporting to Excel to validate. I would like to know if there are any best practices or strategies for improving the performance of the Cube View in this scenario. Are there specific optimizations I should consider for the member filter, the dimensions, or the Cube View configuration to reduce loading times? Any advice or recommendations would be greatly appreciated! Thank you in advance!
Issue with Dynamic Calculation for "Translated" Consolidation in a UD1 Grouping
Hello everyone, I am experiencing an issue with a dynamic calculation rule in OneStream for a user-defined dimension (UD1) grouping entities. The rule works correctly for all Consolidation dimensions except for "Translated," where the data is not calculated or displayed at the UD1 level, even though the base entities have values for that member. Context: I have a dynamic calculation rule that sums the values of base entities grouped under a UD1. The rule’s logic is the following: Dim entity As String = api.Pov.Entity.Name Dim text5 As String = api.Entity.Text(5) Dim ud1 As String = api.Pov.UD1.Name Dim ud1Man As String = ud1.Substring(1,3) Dim parent As String = "P" & ud1Man Dim result As Decimal = 0.00 'Filter the entities by Text5 Dim entityPk As DimPk = api.Dimensions.GetDim("Entities").DimPk Dim entityList As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(entityPk, "E#PL00.Base.Where(Text5 Contains '" & ud1 &"')", Nothing) 'If we deploy the entities with any of the parent entities we will see the totals If entity.Equals("PL00") Or entity.Equals("P000") Then For Each entityMember As MemberInfo In entityList Dim entityLooped As String = entityMember.Member.Name result = result + api.Data.GetDataCell("E#" & entityLooped & ":P#" & parent & ":U1#None").CellAmount Next Return result End If The rule works perfectly for Consolidations like "Local" and "OwnerPreAdj," but not for "Translated." I have manually confirmed that the base entities have values in the "Translated" Consolidation via Cube Views. Example: For the period 2024M8: UD1 S043 groups the entities E043 and E146. Both entities (E043 and E146) have values in the "Translated" Consolidation. However, the total for S043 in "Translated" appears blank. Questions: Is there anything specific to consider when handling Consolidations like "Translated" in dynamic calculations? Could this be related to how data is configured or consolidated for "Translated" in OneStream? Has anyone faced a similar issue or have recommendations to resolve this? I would greatly appreciate any insights or suggestions! Best regards, Claudia
Cube view Extender Business Rule Assemblies not working, Not sure if I missed anything.
I am trying to call a cube view extender Business Rule assemblies from a cube view. Not sure if I am missing anything. I looked at the reference manual and followed how it was defined in the manual. Cube view extender BR Assembly calling the assembly from the Cubeview.
