Unanswered questions

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!

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!  

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

Hi everyone, We're looking into the Allocations Management solution in OneStream for SG&A allocations and wanted to see if anyone is currently using it. If so, we'd love to hear about your experience. How has it worked for your allocation processes? Has implementation and maintenance been manageable? Are there any limitations, challenges, or lessons learned that you'd be willing to share? Thanks in advance!

Hi there,I'm working on a client using the version 8.5.2 and I'm trying to use the Dynamic Dashboards functionallity to modify a property from a SQL Editor Component.The purpose of this logic is to set a dashboard in "ReadOnly" mode when the parameter is set, and in this case, the read only mode I want to achieve is by setting "ShowDataManipulationButtons = False".The BR logic used is the following:If Component.DashboardComponentType = DashboardComponentType.SqlTableEditor ThenDim sqlDefinition = XFSqlTableEditorDefinition.ReadXmlString(si,Component.XmlData)sqlDefinition.ShowDataManipulationButtons = FalseComponent.XmlData = sqlDefinition.WriteXmlString(si)End If I have checked that after this point the component XmlData has changed, however, despite returning the modified component, the changes as not being displayed in the dashboard.If instead of modifying an SqlEditor component, I change any property on a Button component, the changes are being displayed correctly. Is this

Hello,We are experiencing an intermittent Genesis error.All default values appear to be correctly configured, but the error is triggered for some users and not for others, even when they have the same security roles and access rights. The issue is also not tied to a specific report, as it can occur on different reports depending on the user.Has anyone encountered a similar issue?Example error message:We also noticed that when we remove the link between the Content and Main workspaces, the issue is resolved. However, this workaround does not work for all affected users.Thank you for your help.

Hi If/when we are going to move to the browser solution, I would like to have my dashboard menu to be align to left. This is how it looks in the app:   This is how it looks in browser. It is OK that icons are in colors, but I can't align the text to left.  Component properties are the following (with no effect) Any suggestion on how to align it? Regards Ole 

Hi all,If I enter data in an Input Form without saving and then navigate to another Input Form workflow step, the "The selected item has not been saved" warning message is displayed. However, Cancel does not prevent navigation and the unsaved changes are lost.I've tested several other navigation scenarios (changing period, scenario, entity, navigating to dashboards, cube views, or non-Input Form workflow steps) and in those cases Cancel behaves as expected and preserves the unsaved data.The issue seems to occur only when moving from one Input Form workflow step to another.Any ideas on how to prevent unsaved changes from being lost if a user forgets to click Save before leaving the Input Form?

I have a situation where I'm trying to load trial balances from QuickBooks. The source file I'm receiving has three comma-separated columns - Account+Description, Debit, Credit.QuickBooks has a quirky output format where some debit balances are shown as "$-" (presumably to represent 0.00), leaving the credit column blank.  If there is a credit value in the credit column, the debit column is blank.  This is messing with OneStream's numeric processing of the Amount column when Amount is mapped to Column 2 (Debit column). It is rejecting the "$-" field values and the blank field values as Non-Numeric Amounts (verified in the XFL log file for the load).I can successfully replace '$-' with 0 using the Substitute Settings in the data source's Amount dimension, but I cannot figure out how to replace 'no value' in the Debit column with 0 (so that the valid Credit column values don't get skipped).  I'm using a Parser Business Rule to return the net amount (debit column 2 minus cr

Hi All. I am saving a data in register manually, but it won't push through. I am getting a new error I have not encountered before. Can you please enlighten me why I am getting this error? Thank you. 

I’m working on a Cube View where one of the rows is a calculated row (using CVR / GetDataCell to derive the value from other rows). The users want to be able to enter comments directly in the Cube View in a column that appears “in front of” (or next to) this calculated row.Has anyone implemented comments or text entry against a calculated row like this?Specifically, I’m trying to understand:Whether it’s possible to add comments to a CVR-based calculated row (where the numeric data is not stored, only calculated at runtime).If not directly, what design patterns are recommended?Any examples of Cube View layout or member/filter tricks that let you show a calculated row and a comment entry cell side by side for that row.Environment is OneStream version 8.5.3, and this is a standard Cube View used for reporting (not a custom dashboard).Thanks in advance for any ideas or examples.

In LIM WF model, I have created register with only 7 fields, Start Date, End Date, Entity, Employee id, Position id, FTE and Base Salary.Created two accounts FTE and Base Salary to copy data to people cube.Now when I am trying to add row, it is not adding any data in but its not showing in register. If i check database table I can see data.Earlier I have uninstalled LIM and WF multiple times to check if the issue gets resolved but still in same place. Any help will be good.  

Does anyone know where I can look to start getting a better understanding of automatically scheduled monthly reports or packages?  We have several Business Units that all look at the information a bit differently.   Any suggestions on what has worked for your Business Leaders in regards to what they see each month? 

Is there an interface from Dynamics 365 into OneStream?  I have seen some comments mention direct connection with D365 using oData API.  We have several business units across the world that will need to push month end data from D365.  Is there a way they can just push the data from their end or would it have to come from OneStream to get the data?

Hi Is it possible to extract the O#DirectElim data in OneStream? I have tried this with CubeView and also data management extract job but nothing coming. I could get the data for O#Elimination and also in QuickView for this POV.  Thank you, PM

Hi Folks,  Wondering if anyone has built a BR or query to compile a list of Users and their Default Home Page.  I know its in the UserAppSettings.xml File within File Explorer under Internal/User, and you can set individuals through the Admin Solution Tools, however I have not found a good way to See what is already set without going to each user individually (that would not be very practical). Appreciate any help! Stephanie

Hi,I am using OneStream version 8.2 and the Excel Add-In with a workbook that contains XFGetCell formulas. The workbook retrieves data successfully, and Refresh Workbook works as expected.However, the Calculate, Translate, and Consolidate buttons in the OneStream ribbon are disabled (grayed out). I am logged in successfully and can retrieve data through XFGetCell formulas, but I cannot perform any processing actions from Excel.Could anyone help me understand:What conditions must be met in OneStream 8.2 for the Calculate, Translate, and Consolidate buttons to become enabled?Is there any way to trigger Calculate, Translate, or Consolidate from Excel when working with XFGetCell-based templates?Thank you! 

Hi Folks,  Wondering if anyone has built a BR or query to compile a list of Users and their Default Home Page.  I know its in the UserAppSettings.xml File within File Explorer under Internal/User, and you can set individuals through the Admin Solution Tools, however I have not found a good way to See what is already set without going to each user individually (that would not be very practical). Appreciate any help! Stephanie

Our users are wanting to know how many applications are in each environment, then show the applications under each environment by clicking on the environment, plus the ability to enter a comment next to the application. Similar to the Cloud Admin Tool, Applications on top, user would click the environment, the grid would then show the applications. A text field next to the application name where they could input a comment. Any thoughts on how this could be done? Appreciate it in advance!

Is there any way to calculate Headcount where I will use start Data and end date of Current period. If the difference is more than 1 then my HC is 1, I cannot use current period end date in Formula, I tried IIF (DateDiff(month, start date, Current Period)>1,1,0) but it is not giving me any result

Hi, is there a way to download an updated GolfStream version? I like to use it to reference different formulas, dashboards, features etc. but things break every time we upgrade our version....Rather than filing a ticket and modifying rules manually behind the scenes, I think it would be helpful to have an updated one issued by OneStream.  I reviewed this forum and checked the Solution Exchange to no avail. Sometimes I just need help "getting started" with an idea that I've seen in a demo or solution and using Golfstream is a solid reference.  

There was a similar request related to POV, deployed in Release 7.2, where when people search for Dimensions in POV, they can push 'Enter' and it returns search values. This does not work under Cube views and Guided reporting. It would save time if it was available in there as well. Generally using 'Enter' on the keyboard should work for all type of searches across the system.