Application Build

We have our UD1 parents tagged with one base UD1 in Text8. For each UD1 parent in a cube view row, we need to have a column which has the base UD1 at POV to allow user inputs. Tried XFBR, UD8, Get Data Cell and Member List function.   The tricky part is the |MFUD1| can never reach any external functions, and UD8 can not post it back to the intersection in overrides. Thanks in advance!

I am in the process of implementing ARM as a replacement for a 3rd party account reconciliation tool.  We currently complete account recs at a company code level (ie: U.S. & Mexico); however, the current configuration in ARM defaults to the base entity level. Company Code: “1000 - US”  »  Base Entities: “100, 110, 120, 130, etc” (There are aprox 30 entities that make up our US company code.Company Code: “2000 - Mexico” » Base Entities: “200, 210, 220, 230, etc” (There are apox 10 entities that make up our MEX company code. For any given GL account (ie. Other Current Assets) there are values loaded to multiple base entities.  Is it possible to complete the account rec at the summary US and Mexico levels rather than needing to reconcile many individual base entity balances?     

Hi OneStream We are aiming to assign responsibility for salary updates at the cost center level. To support this, we have built a base workflow with a separate step for each cost center, this step will have a workspace (contains workforce planning), import to load processes, enabling users to work on and sign off on one cost center at a time. This works well when a user has access to only a single cost center.  When the finance user ( who has access to all cost centers accesses one of the cost center workflows, the data for All cost centers is brought in and attempted to be processed within that cost center workflow.  The filtering for the register and processing of data is not controlled by the workflow, but by the user only. This means it is not possible to update and process one cost center at a time if the user has access to more than one cost center, as it is centralized. In the new workforce planning solution most logic is encrypted, so we cannot go and review the code for proces

Hello OneStream Community,The REST API documentation indicates that the DataManagement endpoint supports both synchronous and asynchronous execution.How do we choose between synchronous and asynchronous execution when calling the DataManagement API? Is this determined by the endpoint, a request parameter, or another mechanism?Thanks in advance for your help.

Currently, users must upload supporting documentation one by one as R docs within account reconciliations. Because our typical reconciliations require multiple supporting files that must be updated regularly, this single-file constraint adds a significant manual burden and extends our month-end close timeline. Is it possible to upload multiple items somehow?

Hi everyone,I'd like to set up a specific account as read-only for all users, except for one group that should keep write access. I haven't done this before, but I'm thinking Data Cell Access Security might be the way to go.Has anyone got a simple example of something similar set up in Data Cell Access Security? Also, open to suggestions if you think there's a better approach!

Hi All,I am encountering an issue while trying to inject the Cube View Advanced or any Content Block into a Genesis / Planning Personas page.The error received is:Error executing Workspace Assembly Service class 'Workspace.Gen.Gen.WSAssemblyFactory'.Block 'Cube View Advanced (Min Genesis v2.0.0)' is not available and cannot be injected.Our current environment is:OneStream Platform: 9.2.1.18605 Genesis Version: PV9.0.0-SV2.1.0 Genesis Library Service: Enabled Cube View Advanced requirement: Minimum Genesis v2.0.0Based on the version requirements, Genesis 2.1 should meet the minimum requirement for Cube View Advanced.I have also verified that the Genesis Library Service is enabled. The block appears to be available through the Content Library/Exchange Store, but Genesis prevents it from being injected and reports it as not available.I’m trying to understand why the Cube View Advanced block is showing as unavailable even though our Genesis version meets the minimum requirement.Has anyone

I have the request to automate FX rates upload. Rates are stored in DWH (Data warehouse) and that would be easy if I could simply connect there. Unfortunately DWH team doesn't allow it, instead of it they can push their FX rates into my database. Any idea how can I get them such access? Thanks!

Hi All,Have anyone of you explored the use of AI tools like Claude to speed up OneStream build? If so, can you share the experience?In one of my recent project, I had to reverse engineer 100s of Business Rules for documentation purpose.  By using CoPilot and Github, I was able to reverse engineer BRs in documentation format in few hours which would have been very painful otherwise and would have taken weeks to do so.Would love to hear how the ongoing excitement (or hype) around AI-led accelerated development can potentially help with OneStream build.Thanks.

Hello, Does anyone know if it's possible to rename an existing application through either CAT or other methods? I need to rename App1 to App2. And rename App2 to App1. I know I can make multiple copies to achieve what I need, but trying to see if we can rename to avoid all these copies. Thank you. 

We're currently evaluating the upgrade to OneStream 9.3.1 and noticed that this release requires a move to .NET 10, which appears to be a more significant prerequisite compared to previous 9.x upgrades.For those of you who have already completed or are planning the upgrade, I'd appreciate hearing about your experience and any lessons learned.Questions for the Community1. Infrastructure & CompatibilityDid the .NET 10 requirement introduce any challenges in your environment? Were there any compatibility issues with existing servers, middleware, integrations, or third-party software?2. Upgrade EffortHow much additional effort did the .NET 10 migration add to the overall upgrade? Was the .NET upgrade straightforward, or did you encounter unexpected issues during installation or testing? Were any rollback plans needed? any issues occur and popup related?3. PerformanceHave you observed any performance improvements or regressions after moving to 9.3.1 and .NET 10? Were there any noticeabl

We have noticed that our application space is increasing significantly month over month. After analyzing the issue, we determined that the primary driver is the upload of supporting documentation within the Account Reconciliation module.It is currently difficult to identify which files are consuming the most storage and the specific accounts to which they are attached. Having greater visibility into file sizes and associated accounts would help us better manage the volume of supporting documents being loaded into the system.Additionally, could you advise on the recommended file types for attachments that provide good document quality while minimizing storage consumption? Understanding which file formats typically have the smallest file sizes would help us establish guidelines and optimize storage utilization within the application.

We currently use an ERP to house all of our actual copies of invoices.  Has anyone successfully been able to link Invoices from an ERP to OneStream?  So that when you [Navigate To ‘Drill to ERP’]  it takes you to an actual copy of the invoice back to the original ERP.  Currently we only see limited line item information.

Excel add-in for google sheets | CommunityWhen will “Google Workspace” natively connect with OneStream?- “Google Sheets” is on its way like “Office 365”?Thank you, OS team.

Hi all,We're running into an issue with OneStream parameter dropdowns (combo box selectors) on protected Excel sheets, and I'd like to check if others have found a clean solution.Issue:When a OneStream parameter (combo box selector, e.g. ParamSelector_Default_...) is placed on a protected sheet, the initial value displays correctly on open/refresh. However, as soon as the user tries to select a different value from the dropdown, we get the following error: Exception from HRESULT: 0x800A03ECUser Interface Stack Trace: at System.RuntimeType.ForwardCallToInvokeMember(...) at Microsoft.Office.Interop.Excel.Validation.Add(XlDVType Type, Object AlertStyle, Object Operator, Object Formula1, Object Formula2) at OneStreamExcelAddIn.XFExcelRange.AddDataValidationComboBoxFromList(IXFCommonWorkbook workbook, List`1 listItems, String defaultValueOrNull, Boolean setValue)We've isolated this to sheet protection specifically:Reproducible on a brand-new file with a single new parameter - not rela

Hello everyone,Is it possible using a business rule to make a quick certification for a Certify Workflow?I was abel to complete the Certify Workflow task using business rule but the certification status remains rejected.Thank you in advance for your help.Regards,Antony

Hi, I am trying to load the data from a file into the cube (import validate load steps) via Business Rule and while I am able to load it successfully. I am not sure how to reset it if the job fails in between. For instance: Data pulled from the file gets failed at validate step due to some transformation rule issue. Now if I trigger the rule again , it will not do anything as import step is already completed. I need it to reset clear the cache from stage and redo the load process again when the business rule is triggered. Can you please assist? Below is the code being used  

Is it possible to auto start tasks that are configured with the auto-status function in Task Manager? The auto-status function doesn’t work unless the task is started, which kind of defeats the purpose for my use case below.I have two different requirements from the operational and corporate accounting teams related to journal entries tasks in Task Manager. The operational accounting team posts a single JE for five entities (i.e. month-end allocations) and views this as one task. However, the corporate accounting team needs a view of the close by legal entity, so they would like to see five individual tasks by legal entity for that single JE. I was planning to use the auto-status function to Prepare the individual legal entity tasks once the operational accounting team marks their single task as Prepared using an XFBR. The auto-status function using the XFBR works once the task is started, but manually starting the five individual tasks kind of defeats the purposed of auto preparing it

For base entities in Forecast that only have data in actual months, the year total at periodic shows derived data.  Scenario settings are all set to Periodic.  Data is loaded at Periodic.   

I have a CV that has annotation accounts in the columns and flow members in the rows. One of the columns has a combo box that should display all flow members except the flow member on the row that you are on. this is done by using a Member List parameter that runs a br function to get a full list of flow members and then exclude the flow member on the row the user is on. I cannot figure out how to pass the flow member of the current row to the parameter. Following is the code in the parameter. i've tried PovFlow, CvFlow, and MFFlow and none of these work. Any thoughts on how to get this to work?F#Root.CustomMemberList(BRName=Dynamic_Member_List, MemberListName=[PB_Flow_BaseMods], selectedMember=[|MFFlow|])I have this working in a different configuration where i get the flow member from one cv and pass it to a second cv using a navigation link parameter. In this configuration, i select a row in CV1 and pass the flow from CV1 to CV2. this way CV2 returns only the accounts for the one flo

Hello, I added a new register field and now I am getting this error in the LIM WFP register. Confused because the register fields named in the error are all of ‘data type’ string already and I don’t see a field for ‘display format’ like what is mentioned in the error. Never had this problem before, but I recently upgraded the solution. Do I need to update the column format in some fashion instead of leaving it blank like in previous versions? That said, I don’t see a string format available in the dropdown list...Best,David

Hi!I have a Dashboard that shows the Workflow Status indicator, works great in Desktop Application.  This is a Grid View component with ColumnDisplayType = WorkflowStatusImage.How it renders in BUX:Anyone have a suggestion or path forward to get BUX browser to render a status icon appropriately?Thanks in advance. 

System Diagnotistics dashboard went off after upgrade to v.9.3 and brings an error about some depricated methods from brapi. Did it happen to anyone else? Any hacks how to resolve it? I struggled to find any official information on how to upgrade it.

Hello OneStreamers,The purpose of this note is to share my end-user experience getting the new Developer Studio installed and configured.  I hope it helps you.What is Developer Studio?  This is a new tool to move code between your local file system and OneStream. Initial SetupDownload Developer Studio from Solution Exchange - OneStream Software Install Developer Studio by running the executable Launch Developer Studio and select File / Download OneStream Reference Assemblies… and store both versions them in a common directory such as c:\nuget  Register Sources  At the command prompt run this command  dotnet nuget add source c:\nuget --name LocalRepo Confirm the source has been added by running the command dotnet nuget list source  This directory should be the same one that has the reference assemblies downloaded in the previous step.  It can be anything, but in this example it is “c:\nuget.” Congratulations!  You have installed Developer Studio and configured your local machine

Hi All,I am trying to move the entity member from One Hierarchy to another (Across Cubes)Cube1→ Entity Dimension1 → EntityMember(A)I need to move it toCube2→ Entity Dimension2 → EntityMember(A)Can it be possible along with data?