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Exporting to Import, Part 2

The last thrilling post on this subject ended with a Data Management Export Sequence data source. We must now map its fields to the super-duper AVBS application’s equally super-duper Sample cube. This is just a configuration exercise with no code needed....

Exporting to Import, Part 1

Moving cube data across scenarios (or entities or time or whatever) can be done via a Data Management Copy Data step or simple api.Data.Calculate statements or api.Data.ConvertDataBufferExtendedMembers. But what happens when there’s a need to perform a data movement and there’s a requirement for complex data transformation?...

Useless? Probably. Hilarious? Absolutely. Emojis, yes, emojis, in OneStream

There are times in every geek’s life (mine) where he must face the various vagaries and vicissitudes of life with unflinching good humor lest he lose what few precious marbles he has left. This is one of those times. OneStream’s role in performance management is serious. How could it be anything but unless financial consolidations and multiyear plans are the stuff of jokes? They are not. But life is not all a dire dirge for there are moments of rare joy that illuminate what otherwise might be a life of drab, dreary corporate existence. I live for them. I hope you do as well. This is one of those moments....

Off with their C#Local heads

Little – or big – things can have an impact. Sometimes they are a (gasp) Ferrari 308 in a ditch, sometimes they are data where data should never, ever, ever be. Double gasp....

Dynamic? Stored? Why not both?

Dynamic formulas are, by their very name, not stored. So what, you might say (I fear that many say that when I write but such is the way of the world), dynamic members are for reporting, stored calculations whether in a Business Rule or a formula, are for allocations and other calculations that are, well, stored. There are times, however, where the calculated results in a dynamic formula are needed in a stored calculation. Unfortunately, referring to a dynamic calculation within a Finance Business Rule (I believe this is true for the elventy million other kinds of rules as well, but I am of course always ready to be corrected), simply doesn’t work. Or does it?...

When a Global Isn’t and Then Is

Wouldn’t it (well, maybe?) be great if Lizard People (I invite you to read here if you’ve never heard of the term) controlled OneStream Business Rules? Briefly, an imaginary force – apparently from the Draco or maybe the Sirius or perhaps the Orion constellation* — controls the world, thus absolving humans from the responsibility of making it into the less-than-tidy state than it is today. So, kind of great for collective guilt, except for the all the evil bits that Lizard People bring to the table. Actually, no, not at all, but might it be equally great if there was some sort of omnipotent-and-not-at-all-malevolent force that controlled and shared data across Business Rules? There would be. And there is....

Remove Me From The Loop

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Using SQL In OneStream Finance Business Rules, Part 5 – Finally, Finally, Finally The End

Yes. Yes we are. Here it is, after a somewhat incredible delay (Could I have written this in one post? Maybe. I did learn a lot along the way so probably not. If the question is: should I have written this in one post, the answer is almost certainly affirmative. Such is the way of the world.) is the culmination of using SQL to drive Finance Business Rules. It looks a little complex but really isn’t. Trust me if you dare....

Using SQL in OneStream Finance Business Rules, Part 4: Escaping the Tyranny of the Data Unit

It is possible – barely so – that the maxim, “You can’t write outside of a Data Unit” isn’t quite as oppressive as the struggle Prisoner No. 6 faced in his quest for answers and freedom from his jailer’s shackles, but only by a hair’s breadth. Maybe. Probably....

Clean Business Rules

Do you ever see code spill over into the right-hand void? For most, you may have encountered situations where lines of code are not visible because they are just too long to fit onto your screen, like below....

Using SQL in OneStream Finance Business Rules, Part 3 – Lies, LINQ, and Lambda

Yes, Gentle Reader, in my last SQL and OneStream Finance Business Rule post, I pinky promised that the next post (this one) would finally cover really using SQL to drive said rules. I also said (actually I only did this in response to a comment from Cosimo Palmisano) that I’d cover LINQ and SQL....

Using SQL in OneStream Finance Business Rules, Part 2 – 1 or 0 or Nothing at All – Looping Data Table Collections In OneStream

In my last exciting (ahem) post on SQL in Finance Business Rules, I noted (ranted) that looping a zero-based Data Table using its one-based Count property made me sad. It does because it is – at best – inelegant. Why Microsoft, why did you take an object and give it two different item counts? The world may never know, but no matter, as my ex-coworker (Mustn’t there be a better way of wording that? If so, what is it? More literate readers, comment please.) Cosimo Palmisano pointed out, using VB.Net’s For Each…Next is a simpler way to loop a collection because it ignores the concept of a counter and instead iterates its way through a Collection. He’s right....

Using SQL in OneStream for Data Nerds (Part 2)

Now that we have some experience in creating a SQL statement to query OneStream’s backend data record tables, we can now focus on some other aspects that would also tie into an end-to-end SQL solution. Here we’ll cover loading a relational table with data (outside of the staging tables) and querying that data to tie into existing sales information already loaded to OneStream....

Using SQL in OneStream Finance Business Rules, Part 1

While the last thrilling (surely) post on SQL in OneStream focused on the core tables that store data, this post is about custom tables in Finance Business Rules. Custom tables can provide supplemental data that isn’t loaded into the Cube and isn’t in Stage or provide metadata (amongst other possibilities) for internal methods and functions. It’s relational, but not as we mostly know it....

Using SQL in OneStream for Data Nerds (Part 1)

For those familiar with SQL – in particular, T-SQL, since OneStream’s back-end relies on a MSSQL database – you’ll be happy to hear that you can build an end-to-end SQL solution within OneStream. For context, I have automated many financial and operational processes using SQL and have ported them over into different platforms (Tableau, Power BI, etc.) – you can do the same within OneStream....

Migrating A OneStream App Or Making GolfStream Yours Part 2

Migrating A OneStream App Or Making GolfStream Yours, Part 2 Just Desserts As The Duke (probably not, but why spoil the meme?) once said: Unpossible! Remember the triumph of Yr. Obt. Svt. in the last exciting blog post on migrating a OneStream application via a SQL Server file import? The process worked: I copied the......

Migrating A OneStream App Or Making GolfStream Yours: Part 1

Migrating A OneStream App Or Making GolfStream Yours, Part 1 From the Ashes of Disaster Grow the Roses of Success Were Yr. Obt. Svt. smart, installing a local copy of the GolfStream sample application would have fast, easy (the first part of this post shows how to do it and it really is simple), and......

How Many Connector Rules Do We Really Need?

Fellow OneStream enthusiast, if your list of OneStream Connector Business Rules looks like the below then this blog is for you. If it doesn’t, I hope you still find it useful or at least mildly interesting!...

No Calc To Calc

Have you ever wondered what you can do with the calculation type “No Calculate” when setting up a Calculation Definition in your Workflow Profile? It’s sort of odd: Calculation Definition implies a calculation; No Calculate does precisely the opposite. “No Calculate”, despite its name, is a powerful technique that can kick off a Data Management Sequence (to, um, calculate) from a Workflow Profile Process step, which opens the world to endless types of different scenarios (or at least calculations running after data loads)....

Keeping Your Balance With Unbalanced Math

Gentle Reader, if you – as your author most definitely was when he first researched it – are somewhat puzzled when reading about Unbalanced Math, this is post is for you as it is a powerful method that illustrates OneStream’s flexibility and utility, prevents pretty dramatic error messages, and stops you from writing stupendously ill thought out nonoptimal solutions to simple problems. Seriously, if you write Finance Business Rules, you need to understand this....

How Does OneStream Store Data?

A Financial Analyst Perspective Working with OneStream software for the first time, coming from a financial analyst background, I was always a bit confused by how data was stored for the reports I was creating or the hacked-together solutions I was deploying through OneStream reporting objects. I was familiar with data warehousing concepts and had......