Account Reconcillations (RCM) Excluding an Import from Actuals
Hi All, I am currently setting up account reconcillations manager (RCM) and import both YTD GL data and Periodic Flow data in the actual scenario. I want to bring in just the YTD GL data into RCM, but it's bringing in both data sets. How can I exclude the Import Flow Data? I know that I can filter on the workflow profile "Import Flow Data" in the Account Rec inventory and delete them, but I'd rather the flow data just not come into RCM in the first place. Thanks for the help!Solved26Views0likes3CommentsGetBaseMembers: How can I perform a getmembers on an entity as if it were in a cube view?
Hi Everyone. I wanted to see if there is a way to obtain the entities that are under another one but with a filter, like the following: E#|!PerformPnL_Entity!|.TreeDescendantsInclusive.Where(Text1 StartsWith M_ and (HasChildren = True)) I want to do this in a BR, but I am not sure exactly how to do it or if it is possible, since GetBaseMembers brings all of them and I would like to filter it first so that there are not too many entities to verify. I would appreciate it if you could help me with this question.25Views0likes1CommentXFProject specify all artefacts
Does anyone know if it is possible to specify all artefacts in XFProject? eg something like <xfProject topFolderPath="DEV" defaultZipFileName="DEV.Zip"> <projectItems> <projectItem projectItemType="BusinessRule" folderPath="" name="*" includeDescendants="true" /> </projectItems> </xfProject> Thanks634Views0likes2CommentsEnhancing User Management in Security Groups
Hi, We are currently using a Dashboard that allows admin to remove users from Security groups. I would like to enhance this functionality so that approvers, rather than admins, have the ability to remove users from security groups. Currently, the system security roles under the " System tab" are set to "ADMIN" by default for the "Manage System Security Groups" setting. Unfortunately, we cannot make changes to these System Security roles due to the large number of approvers across various groups. Could you offer suggestions or guidance on how we can implement this enhancement effectively? Thanks in advance.27Views0likes1CommentService Factory - Data Management Step
We're moving most of the Business Rules to Workspaces Assemblies under PV 8.4. - We have several Extensibility Rules that are run by multiple Data Management (DM) Jobs like you. - Hence, we included separate DM Step Services (DMSS) in the same Service Factory (SF). - The result of this SF setup was chaos. - We saw that launching one DM Job by a given DMSS in the SF will also launch other DM Jobs by their DMSS in the SF. We couldn't find enough practical advice on the SF/DMSS setups in the Design Guide to overcome this chaos. Pls share how to set up Data Management Step Services in a Service Factory to launch one Extensibility Rule/DM Job at a time. TY.196Views0likes9CommentsDataManagementEventHandler Args
Hi, I try to get the data unit information of different DM steps, such as Calculate, Copy Data, Reset Scenario, Clear Scenario, Custom Calculate. For a regular "Calculate" I'll get the information via Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataManagementEventHandlerArgs) As Object Dim sbLog As New Text.StringBuilder Try Dim returnValue As Object = args.DefaultReturnValue Dim dmStepMetadataInfo As DataMgmtStepMetadataInfo If args.OperationName = BREventOperationType.DataManagement.ExecuteStep Then dmStepMetadataInfo = DirectCast(args.inputs(0), DataMgmtStepMetadataInfo) Dim entList As String = String.Join(",",dmStepMetadataInfo.EntityInfos.Select(Function(miMem) miMem.member.Name).ToList().ToArray()) as it is described in another communits-post. But if I do a "Copy Data", I don't know how to get the submitted data unit. args.inputs(0) is of type OneStream.Finance.Engine.DataMgmtStepMetadataInfo as far as I know from using the error log messages. But there is no documentation of the type "DataMgmtStepMetadataInfo" and I won't get the data unit infos the same way I did in the code above. args.inputs(1) is less interesting. It contains the user name, the DM step description and task activity information. There are no more args inputs. Any ideas how to pull the data unit information out of "DataMgmtStepMetadataInfo"? Regards, Marcus28Views0likes0CommentsAccount sign flip based on time
Hi everyone We want to do a sign flip on an account to be applicable from a certain period. The sign flip must therefore not have an affect on historic periods. The requirement is as follows: Perform a sign flip on an account data coming from a source system using a transformation rule complex expression where the month period is > 202412. We would appreciate suggestion from anyone who has performed something similar in the past. Thanks Johan71Views0likes2CommentsSlow performances with dynamic accounts export
Hello, We experience performance problems when we try to export Onestream data for insertion into a third-party system. For 100 entities and 12 months, processing takes 20 hours and is often killed by the system. Apparently, it's the dynamic accounts that take up a lot of time during extraction. Do you have the same problem and what are the solutions to optimize the export? Thanks11Views0likes0CommentsAudit trail for O#Import data
Hi, I've been looking into the audit trails for O#Forms and O#Import data. The audit trail for O#Forms data seems to be in good shape, with changes tracked in tables like DataEntryAuditCell and DataEntryAuditSource. For O#Import data, I've found some audit information in the staging area tables, such as StageArchivesInformation and vStageSummaryTargetData. However, this doesn't cover everything - for example, it doesn't account for data that's been imported but not yet loaded into the cube, or data imported using a business rule. Is there a way to get a more complete audit trail for O#Import data, that focus on the Cube data rather than Stage data?27Views0likes0Comments