Application Build

Is there an ability to calculate HC expenses that account for when in the month an employee starts and prorate accordingly? As an example, if the employee starts on the 15th then their monthly salary would be Salary / 12 * (15/30). The syntax available in the blocks don't clearly identify if this can be done. 

Hi Folks,  Wondering if anyone has any use cases for the Exclusion Groups. How did you use, what quirks did you run into? Does anyone have any documentation on Best Practices?  (Other than the knowledge article in ServiceNow). Thank You!

I inadvertently deleted a member in UD2.  How can I add it back?

Hi everyone, I’m hoping to check if anyone has experienced something similar. We have a dashboard that directs users to folders in File Explorer. The navigation itself works as expected and correctly opens the folder location. However, users are experiencing inconsistent behavior when trying to open files from there — sometimes the files open normally, and other times nothing happens (no error message). If users navigate directly through File Explorer and open the same file, it works without any issues. This is happening in the OneStream Windows desktop application (not browser), and permissions don’t appear to be the issue since access works normally outside the dashboard. Has anyone encountered similar behavior when launching files from a dashboard? If so, was this a known issue or did you find an effective workaround? Appreciate any insights — thank you!

Hello everyone,I’m encountering an issue with Hybrid Scenarios: I’m trying to copy data for a single period only. While I’ve successfully managed to copy Local data for that specific period by updating calc status, the results become inconsistent from Translated up to Top.To align the data from Translated through to Top in the target scenario, I currently need to run a Force Consolidate. However, doing so also brings in data from previous months, which is not desired.Has anyone faced a similar issue or found a way to restrict the consolidation to a single period without impacting prior periods?Thanks in advance,

Hi All,I have a cube view with a set of parameters as a member list. I attach the CV to a form template and override the cube view parameters by using the 'cube view parameters' feature in the form template.As an administrator, I can see the filters I added in the drop-down list, but for the end-user, it is completely blank. (See photo). All dimensions displayed are set to everyone, including templates, cube views, and workspaces. What is causing the issue? In 9.2, the members do not appear in the member list. 

In our first workflow step, we set the value of a literal parm using dashboard extender and then in next step use that parm in a DM job to export data based on that parm value. On windows client, our DM job works fine but when we try it on web, it does not find the value of the parm and errors out.  Can someone please share any experience with this kind of setup and how to make it work on web?

I'm working through a proof of concept for Workforce Planning, which is driving the addition of new Register Fields after the initial setup.  I've added some new fields, but they do not display in the Register.  Am I missing something simple or is this expected behavior?  If it's expected behavior, then that would imply I need to do a complete rebuild (I know I can use import templates).  

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.

Good morning all, i've been asked to add some customer satisfaction values to our reports and its just a score out of 5, this works fine for base entities but I really need to parents to be an average of the base Entites that have a value. Is there a way t achieve this? appreciate your time. Tad      

I have created a folder under application database in File share, I am trying to rename the folder because of some requirement changes, is it possible to update the folder name? Or even update the file name inside that folder?

Hi, We have a few accounts that contain stored formulas. These accounts contain formulas that reference another Account and Parent entity and it stores the result at a Base Entity. Below formula is for an account that has a formula pass 4. We are storing the result in "BaseEntity" and calculate Account1 by looking at OPEX at a Parent Entity. Obviously, since it is referencing a Parent Entity we have to run our consolidations twice in order to get the result. Is there a way to sum up the Base entities of Parent1 and reference that value in a formula or is there a way to run a consolidation within the formula for just that Parent Entity? In other CPM/EPM products I've worked with in the past you can right rules where you run an aggregation on the Entity and then run your calculation. In OneStream I cannot seem to find a way to do this. If api.Pov.Entity.Name = "BaseEntity" Then api.Data.ClearCalculatedData("A#Account1",True,False,False,True) api.Data.Calculate("A#Account1 = A#OPEX:E#Pare

Dears,  I need move one base member under another parent in UD1 dimensions, the problem is that member should be consolidated till specific time period and then should be consolidated under another parent. There is no option like "percent consolidation" with time frame on UD1 dimensions. Could anyone have any solution for described problem? Before: U1#A(parent) U1#A001(base) consolidated till proper month in 2026 U1#A002(base) After: U1#B(parent) U1#A001(base) consolidated after proper month in 2026 U1#B001(base)

Hello everyone,I’m looking for feedback on the pros and cons of using a single Actual scenario across two cubes (e.g., Consolidation and FP&A) versus defining separate scenarios for each cube.For example:      Option 1 (shared):                     Consolidation Cube : Actual (Scenario Type = Actual)                     FP&A Cube : Actual (Scenario Type = Actual)     Option 2 (separate):                     Consolidation Cube : Actual (Scenario Type = Actual)                     FP&A Cube : Monthly (Scenario Type = Control)From your experience, how do these approaches compare in terms of data governance, maintenance, performance, flexibility for planning/reporting, and potential risks (e.g., unintended impacts between cubes)?Any

I am running a cube view form in a workflow from OnePlace, i can able to execute other forms like Total Revenue, COGS, IC COGS, OPEX etc but not IC Revenue, Need help, if anybody come across this.   Error processing member. The item was not found. Member, -100. Error Description:Unable to execute Business Rule 'CFO_NoInputRule'. Error processing member. The item was not found. Member, -100. User Interface Stack Trace: at OneStream.Client.Api.DataExplorerServiceReference.DataExplorerServiceClient.StartOpenCubeViewGridCompressed(SessionInfo si, Guid workspaceID, String cubeViewName, CubeViewUIModuleType uiType, Dictionary`2 customSubstVars, TriStateBool suppressRows, Int32 pageIndexForPreviousPage, CVGRowOrColUniqueIDStruct lastRowIDInPreviousPage, Int32 compressedRowIndex, List`1 overridenCubeViewMemberExpansions) at OneStream.Client.SharedUI.DataExplorerControl.InitializeGridAsync(TriStateBool suppressRows)

Hi all,I'm experiencing a strange issue on OneStream (rel 9.2.0.18004) that was working as expected under previous release (8.*)In a dashboard I have combos that let me select Scenario and Time, with a "POV Action" that set them back setting - respectively - WFScenario and WFTime parameters.Now, starting from the above mentioned release, whenever I change a combo, the focus moves from the dashboard, opening the selected Workflow.So, the User is experiencing something like:Launch the DashboardSelect ScenarioSystem opens current WorkFlowOpen back my dashboardSelect TimeSystem opens current WorkflowOpen back my dashboardRun the actionIn previous release, the POV Action didn't took the User away from the current dashboard.Have you experienced the same issue ? Is there a workaround to let the user stay in the dashboard ? Thanks in AdvanceFabioG

Hi,We are working on a Proof of Concept (POC) with the aim of implementation. However, one issue remains a roadblock and is hindering the adoption of the solution: the deletion of lines loaded with the same amounts, which we are unable to reconcile or isolate.In TXM, our ERP system sends us many identical lines (following corrections by the accountants): e.g., Transaction ID 1, CPT1, Invoice: 10000 Amount: 10; Transaction ID 2, CPT1, Invoice: 10000 Amount: 10; Transaction ID 3, CPT1, Invoice: 10000 Amount: 10.I would like to know how, within a single Data Set and from the same Data Source, to reconcile and/or isolate these lines, which represent unnecessary noise in the analyses. From my understanding, intra-Data Set reconciliations are not possible in this case. I sometimes have 2, 3, 4, 5 or even more almost identical lines that unnecessarily clutter the analyses and hinder the actual cases that need to be studied.Do you have a solution for reconciling these lines and placing th

Hi All,We are using a spreadsheet component on a dashboard to show a cubeview.  When we enter text into an annotation field, it works fine and you just have to hit save afterwards for the data to be committed to the cell.  However, if we want to attach a file to the cell, once we do that and click ok, we are prompted with a message box that says "Do you want to refresh OneStream data?  All unsaved changes will be lost".  Regardless, of whether we say yes or no, the file still gets attached.Is there anyway to disable this prompt as it really doesn't offer any value to us?  Is this out-of-the-box functionality?Thx,Mike 

Hi, I have a dashboard with 5 tabs which is assigned to a workflow step. One of the tab has a cube view where assumptions are inputted. I want this tab to be visible only for administrators and not for every user. IsVisible is something i have used to hide dashboard components with an XFBR but i dont see the same option for embedded dashboard. Is there a way to get this done?

Hi everyone,I need to load data in Onestream in MTD, and I imagine there is an out-of-the-box way to visualize that same data in YTD in a report without having to compute it through a BR, but I cannot understand how. I loaded Jan and Feb, but no matter what View I select I keep seeing MTD valuesCan someone please tell me how to do it?Thank you! 

Hello All, for our project, we are using the In Use property in UD2 with the Time/Scenario dependency option. Seems to work but the problem for us and also raised by customer is the maintenance part of it. We showed them how to use Grid View but with that we are not able to see how this In Use property is configured by scenario and time. Grid View only shows In Use ticked box everywhere even if we set it to False for some scenario/time combinations. This is really a drawback for us now in implementation phase and for them in the future to administer this application. Does anybody that used scenario/time dependant set up (whether for in use property or for any text attributes, that would be same problem) had a good way to maintain this property without having to go one by one in each member to see what is configured and update it ? Or did you achieve differently the requirement to handle the fact to activate/inactivate some members over time without using the In Use property ? Thank you

Hi all,I'm trying to pass a Dynamic Parameter (from a repeater) to dynamically build the Bound List of a Combo.While (for example) ~!Text!~ and ~!Tooltip!~ params do correctly populate Text and Tooltip properties of a Combo, I'm not able to pass a Dynamic Parameter (eg: ~!DisplayMember!~ to the param (Bound List) beyond the Combo. It's not translated into its actual value.Since the repeater is Dynamic, and the number of repetitions is variable (unknown at design time), I'm wondering how would be possible to parametrize a single Bound List Parameter, without having to duplicate it 10 times (limiting de facto the power of dynamic components).TIARegardsFabioG

Hi all,I'm trying to set an image to a button, selecting it from another (shared) workspace, with no luck.Does anybody succeded in this ? ThanksFabioG

As shocking as it may seem, someone has decided that we actually should delete data from OneStream. In this case, we've been instructed to retain a maximum of five years of data. Everything older than that must be expunged. Manual, painful, detailed steps aside: is there a good way to clear all old data that I just have never learned about because I have never actually worked with an org who was willing to let go of even one byte of information? I can manually delete the cube data with enough work (clear rules, consols, the odd custom rule or update to a member formula.) I can delete stage source data with even less work, though its still a bit tedious to click through a bunch of workflows. I haven't yet looked into how to delete stage target data; I'm hoping to find an easy solution but I'm also hoping someone will just tell me so I don't have to learn the hard way. What other data have I not even thought of yet? How do I get rid of it? Going forward, after we finish our yea

Hi All,I'm working with Line Item Modelling to implement workforce solution and trying Lookup drivers for one of the calculations. Lookup drivers doesn't seem to work at all. Has anyone tried and whether its working? The lookup driver that i defined doesn't fetch & return anything while using in calculation (formula) though it returns data while i preview it under Lookup drivers. Any help on this would be much appreciated. Thanks in advance.Cheers - Ramesh.