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HiI have an assembly1 with generic functionality which can e.g. be triggered via DMs in assembly1.I can see the DM in the task scheduler however I have not found a way to trigger it from another assembly2 via a button action ‘Data Management Sequence’. If I run it I get the error Unable to execute dashboard server task for component 'btn_...'. Data Management Sequence 'TEST_DM_IN_ASSEMBLY1' is invalid.Has anyone a solution?

DISCLAIMER: It should be noted that the focus of this technical guide is to provide general information, considerations, and guidelines for an identified topic. It is NOT to be interpreted as the ONLY approach nor a guarantee that there will not be any issues encountered by using this approach as a customer’s requirements or application configuration may render this guidance as not applicable. In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this article, and while we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete, and our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relevant information. OneStream does not warrant as to the accuracy of this guidance, which is provided on an as-is

Hi everyone, We have a requirement from our business users to make it mandatory to attach supporting documentation to certain tasks before they can be marked as "Prepared" in Task Manager. We reached out to OneStream Support, and they confirmed this isn't supported out-of-the-box. They did advise that we could accomplish this by leveraging Business Rules or Event Handlers. Has anyone in the community encountered this request and successfully solved it? If so, we would love to hear your approach. Specifically: Which Event Handler type did you find works best for intercepting a Task Manager status change? Do you have any code snippets for checking if a file attachment exists on a specific task? Are there any performance impacts or pitfalls to watch out for when implementing this? Thanks in advance for any insights or examples!

Introduction This Cookie Policy explains how and why OneStream Software LLC (“OneStream”) uses cookies in connection with OneStream Community and related products, offerings, and services (“OneStream Community”). Cookies are small text files placed on your device when using OneStream Community. The cookies used by OneStream Community include cookies that are strictly necessary for the operation of OneStream Community or otherwise functional, as well as optional cookies used for performance, analytics and personalization. By using OneStream Community, you consent to the use of these strictly necessary/functional cookies and, if you gave us your consent, those optional cookies for a better user experience.We Use Cookies OneStream Community uses cookies to properly function and to improve your experience.Additionally, OneStream Community may rely on third-party services for certain functionalities, including, without limitation, for hosting, vulnerability protection, account administratio

Why join the OneStream Community?The OneStream Community is a central source for technical professionals to problem solve, share knowledge, and engage with peers and OneStream. It is made up of technical forums, assorted resources, news, and IdeaStream (product enhancement requests). Joining lets you take full advantage of the Community, including the ability to post comments and questions, receive email notifications when someone responds to your posts, exchange private messages with other members, personalize your community experience, and submit and vote on ideas in IdeaStream.Without an account, you are limited to browsing, searching, and reading posts. You will not be able to give likes, vote on ideas, interact with other community members, or set customization preferences.The OneStream Community is fully responsive and works on mobile devices, so you can participate and stay up to date on the go.Share your ideas and influence the productIdeaStream is a collaborative feedback chan

How to Use the Toolbar When PostingThe toolbar is an editing tool that allows you to change the formatting of your posts in a variety of ways to make it easier to convey information. You can use it to change text alignment, add bulleted or numbered lists, insert tables and code samples, express yourself with emoticons, add images, and much more. This article will walk you through the process of using some of the toolbar features.Expanding the toolbarTo see all options, select the three dots on the right to expand the toolbar.Text formattingText and font: Make common changes to your text, including italicizing, bolding, and • underlining. Paragraph: You can choose between using regular paragraph formatting or selecting an • either large or small heading size for your text. Alignment: Align your text in a variety of ways; left-aligned, centered, or right-aligned. • Lists: Create bulleted or numbered lists.Table of contentsFor longer pieces of content (such as tutorials) you have the opti

What are Community ranks?The Community uses a ranking system that consists of earned ranks and assigned ranks. The earned ranking ladder encourages and recognizes quality contributions to the community, whereas assigned ranks sit outside the earned ranking ladder and are given based on a specific role in the community, such as a Community Manager.Community members can reach higher earned ranks by contributing and participating in the Community. For example, by creating new topics, receiving likes, or authoring accepted solutions.Community ranks are one way of showing that you are especially passionate, knowledgeable, and helpful.Having a high rank can help establish you as a leader, give you more visibility, and even open up exclusive opportunities. Where can I see someone's rank?A member's Community rank is shown throughout the Community - on your profile page, as you interact in the forums, and on leaderboards.What are avatar icons?While all Community members have a rank (either earn

Accessing your Community profileYour Community profile page is where you can view your bio and badges, update your profile information, and see your community contributions. To access it, click your avatar image in the top right corner of any page and select My profile from the drop-down menu.Editing your profileFrom your profile page, click My settings to update your display name, bio, profile photo, and other personal details. Save your changes when done.Viewing your contributionsYour profile page shows a history of your community activity, including topics posted, replies made, and likes given or received. This is a convenient way to find your past posts or track your engagement over time.Your badges and rankBadges and rank earned through your community participation are displayed on your profile page. See the Understanding Community Ranks and Badges article for more information.SubscriptionsSubscriptions ensure you receive automated email notifications about the most recent posts a

OneStream Software — Community Terms of UseLast Updated: 1 June 2026These Terms of Use (the “Terms”) govern your access to and use of the OneStream Software online community named Community ( “Community”), a public forum for discussion, knowledge-sharing, and collaboration regarding OneStream Software LLC products and services, operated by OneStream Software LLC (“Company,” “we,” “us,” or “our”). By accessing or using the Community, you agree to be bound by these Terms.1. Definitions “Community” means the online forum and any related events, sub-communities, groups, and tools made available by Company under these Terms. “Company IP” means the Community platform, software, branding, and all materials made available by Company (excluding User Content). “Member” means any individual who registers for, accesses, or uses the Community. “User Content” or “Submissions” means any text, code, snippet, image, video, file, link, comment, vote, badge, profile information, or other content posted,

The Community’s mission is to provide OneStream administrators, solution consultants, developers and other technical professionals a central hub to solve real world problems, share knowledge, and engage with peers and OneStream.We are happy you are part of the OneStream Community! We encourage you to visit often and participate. Get into the habit of searching the site for information and ask your toughest questions. If you find a solution that works, let others know and pay it forward!Your participation is essential for this community to thrive, and you can do so in a range of ways: posting questions and sharing answers, leaving comments on new posts and articles, voting for ideas on the IdeaStream, or just thanking someone for a helpful contribution. Remember that the OneStream Community is powered by volunteered time from busy professionals such as yourself.Before you get started, please note the following about OneStream's policies and code of conduct. OneStream Community reserves

Hello, What is the best way to send data from OneStream to Snowflake using an existing SIC ODBC connection? Currently I am using SIC ODBC connection to query data from Snowflake and now I would like to send data back to Snowflake.

I am relatively new to OneStream and have recently taken responsibility for managing the platform within our organization. As I look for ways to improve the user experience, I feel our current reporting structure may be excessive. We currently have more than 90 reports available to users, including approximately 30 budget reports alone.  The data is basically formatted differently in each report (ie Monthly, YTD, FullYear)  I am curious how other organizations manage and govern the Reports function. How many reports do you typically make available to licensed users, and what best practices have you found for balancing user flexibility with report standardization and simplicity?  

Issue Description: The report displays data correctly for the user who developed it. However, when accessed by other users, the report appears blank and does not return any data. The following validations have been performed: The affected user has Administrator security access. Access to all dimensions used in the report, including the Cube View report, has been granted to Everyone. Relevant data is available for FY2027. Despite the above validations, the report continues to display data only for the developer and remains blank for other users. Further investigation is required to identify the root cause. Attached the screenshots for reference.Kindly suggest a workaround. Thanks!  

I installed the wrong Excel add-in on my new computer (7.0.1 when our tenant is only compatible with 6.6.0 or lower). Now, when I open Excel and try to logon, I get the below error message. I have figured out that if I manually disable the OneStreamExcelAddin.XFFunctions and completely close out of Excel then, when I restart it, I'm able to logon. The annoying part is, if I forget to disable it and close out of Excel, the next time I use Excel I have to go through that whole process of saving and closing all my workbooks, disabling the add-in, restarting Excel, just to use the add-in. I'm thinking there must be something leftover from the previous install that is causing this and I've tried to completely wipe everything from the initial install before installing the correct version but to no avail. Has anyone else experienced this and know what steps I can take to remediate? (I should also note that I made the same mistake on my old computer and had the same issue, so this does not jus

I get the following error on version PV910 SV100 on a 9.2.0 install when running the Dashboard Maintenance Audit reports for Parameters, this one is for the Updated report.There was an error processing report 'rpt_DashboardMaintenanceUpdated_ONC'.Error processing DataSet ‘DashboardMaintenanceUpdated’. Error executing Workspace Assembly Service class ‘Workspace.ONC.Assembly_ONC.ServiceFactory.The conversion of a nvarchar data type to a datetime data type resulted in an out-of-range value. And the Assembly is encrypted, so can't take a look under the bonnet.Any ideas? 

Dear community, I currently have an html document which is located in the file Explorer under "Documents/Public" folder. I am trying to get this HTML document to be presented into the components, embedded in a dashboard. However, with either a Web Content component or a File Viewer component (which will pinpoint to this specific file in Application Database File, as soon as I open the dashboard, it will load the html page into my default browser... I am using OS v8.1 ... is it a known bug or the expected behaviour ? What is even more strange, directing the Full File Name to a URL will correctly open a document in a dashboard ... Regards,

Hello, our company recently adopted OneStream for our account reconciliation tool. Our current process is that the account reconciliations are tracked within excel.  My current issue is that for one account, I am reconciling multiple entities within one excel document. I want to be able to integrate these T-docs within my excel file for easy upload to OneStream. Whenever I do this for one entity, it seems to work well. However, if I add multiple T-Docs, OneStream seems to only pull the first T-Doc within the file instead of looking at the unique identifiers to pull the correct T-Doc. Is there a solution to this? Thanks!

Hi Team, I need your support regarding an issue I am facing with the dashboard-driven data clearing logic. Requirement:When specific Dimension/Members are selected in the dashboard, the attached code is expected to execute in Preview and Clear modes to remove the corresponding data. Issue Observed: The code runs successfully during execution. I can see the log message indicating that the data is “cleared.” However, the actual data is not getting cleared from the system. This suggests that while the process is triggering correctly, the clearing operation is not impacting the underlying data as expected. Could you please review and provide your suggestions on what might be causing this issue or any potential gaps in the approach? Let me know if you need additional details or logs from my end. Thanks in advance for your help. api.Data.SetDataCell(memberScript, amount, isNoData, isDurableCalculatedData) Imports System Imports System.Collections.Generic