Application Build

Hi all,I'm wondering if there's a way to incrementally load a TreeView.I know how to load it in one shot but what if it's supposed to contains a lot of data ? Is there a way to load it incrementally, when a node is clicked (loading the leafs belonging to the node itself and the 1st level nodes under the clicked one) ? Thanks in advanceFabioG 

Hi all!  Anyone know of the best way to report on security changes made to an entity? I can't seem to figure out the right table or the right member property that shows the security updates made to a member so any direction would be greatly appreciated!  Full disclosure - also have a OS support ticket out there and patiently waiting :) 

I'm trying to help a user load some data for an LRP scenario, but the the years 2027 through 2030 are showing as read-only. All workflows are open, unlocked, and not started for those years, I am an admin, so it's not a security issue,  I created a quickview below to show the locked periods: Here's the settings for the scenario: When I look at the cell status for one of the read-only cells, I see this:   For extra information, my colleague did perform a DM job that copied data from another scenario into this one for 2027 - 2030 specifically, which are the periods that are read-only.  Any insight as to how to fix this so that users can enter data into 2027 - 2030 in this scenario? TIA, Louis

I've exported a configuration via Settings --> Configuration --> Export as denoted on the documentation page.  In my build, I've iterated through additional columns, accounts, formulas, etc.  The export appears to only include artifacts from my initial build and is omitting anything added after.  In the Configuration Header (see below), it's dated 5/4/2026, but I just exported the file today, 5/28/2026.  Am I missing a step or was this the intended design?  "ConfigurationHeader": { "ProjectCode": "PLN", "HelpAboutVersion": "PV900-SV120", "Version": "1", "ExportDate": "2026-05-04T13:10:33.8337549+00:00", "ExportedSchema": "plnb1", "TypeCode": "B", "TypeLabel": "Workforce Planning", "Instance": 1 },  

Good afternoon,I'm encountering an issue and hoping someone could share how they've worked around this in the past.We have a task that runs over a finite number of Entities.  Historically the underlying Business Rule was kicked off via DM Step with Entity: E#Top.Base.  It's not exactly "Top" but something similar to hopefully capture all relevant Entities to this particular task.  The runtime was always a consideration as it also runs for all remaining periods within our current year.In an effort to reduce runtime we introduced a "Unique Entity" parameter.  This is defined by a Business Rule that runs and queries a source table to determine only the Entities that this particular task needs to be run on.  In practice this has greatly reduced runtime on the task.  Runs more than 2x faster.The problem:The source table that populates the list of "unique entities" is also updated within the same Data Management Sequence.  Something like:  1) Update so

Is there an ability to organize a default order for the columns in LIM? I understand the user can customize the order, but we'd like to determine a starting order. Register Definition doesn't give the traditional arrows available to reorder. 

Hi OneStreamI am trying to add an XFBR from Assembly using the guide ´, and have tried various ways. I tried Current, and even adding the WSMU, and the whole workspace name as well, but to no luck.The data management and the assembly are both in the same workspace/DMU. I believe I am missing the correct way to add the XFBR. Can you please advise what the correct way is? Appreciate it. Thank you.  

Just looking for an Application database data model,  to help figure out how tables join together. Has anyone come across such a document, or created one that wouldn't mind sharing?.   I have never found one in the OS documentation    

Stop Fighting Your Equity Translation — Let HSR Do the Heavy LiftingA 5-minute read for anyone who's ever stared at a CTA movement and whispered: “Where did that come from?”_____________________________________________________________________________The consolidation problem we all knowIt’s day 4 of close.Consolidation runs clean. FX looks fine. Then someone opens the equity rollforward.“Why is acquired share capital moving again?”The entity was acquired years ago at a historical acquisition rate, but the system is retranslating equity at current closing FX every month.CTA absorbs the movement.Auditors ask questions.Finance posts manual journals.Everyone loses time.This is the classic Historical Spot Rate (HSR) challenge.The design principleThe goal was simple:Freeze selected equity accounts at acquisition FX rates while keeping the standard OneStream Software translation engine intact.No new cube.No custom dimensions.No complicated override framework.Just:metadata tagging,controlled F

Hello!  We have a missing underscore in a combo box and I'm not exactly sure why... Here's what shows:  Here's how entities are set up:  Anyone see this before? Seems related to this one which says it's resolved in 7.1.3 but I'm not seeing that: Underscore in member name not displaying in multiselect listbox | OneStream Community

While building the hierarchy using codes, In the Entity Dimension hierarchy "EntityH1", I have a base member as "MyBase". Below code is successfully creating a new child member as "T2" under Parent "MyBase".I am able to set the Text1 property. Can please some one help to suggest how to set Currency property to select a particular currency (Let's take "SGD")'Set the Dimension Type as EntityDim objMemberPk As New MemberPk(DimType.Entity.Id, DimConstants.Unknown)'Update Dim Name accordinglyDim objDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "EntityH1")'Create New MemberDim objMember As New Member(objMemberPk, "T2", "T2 Entities", objDim.DimPk.DimId)'Create VaryingMemberProperties objectDim objProperties As New VaryingMemberProperties(objMemberPk.DimTypeId, objMemberPk.MemberId, DimConstants.Unknown)'Create new member info object for new memberDim objMemberInfo As New MemberInfo(objMember, objProperties, Nothing, objDim, DimConstants.Unknown)'Modify some member properties

Hello,  When we refresh a lower environment from our production environment (app copy), the target environment's System Parameters/Secrets are refreshed from the production System Parameters/Secrets. These secrets contain connection strings to another platform and are environment specific. They must remain static. (Fortunately, I export them before a refresh and then re-import them after.)   There must be a better way! Does anyone else have this issue? If so, is exporting/importing the System Parameters the only way to keep System Parameters with their correct environments? Thanks!   

Hi OneStream,I am utilizing the XFBR String Service to add my time filter in my data management job. Before moving to assemblies, I have tested the rule via Business Rule XFBR, and it works. However, when using the XFBR string service, I am having difficulty making it work, as the string I am adding to the time filter is most likely incorrect. I have tried the different approaches based on documentation, but to no avail.Can you please advise how I can fix the issue? 

I'm receiving the following error when trying to add additional Register Definitions.  During the build, I've added new Register fields as requirements evolve but now am facing this error when running the Update button.  Has anyone run into this issue and resolved it?   Error executing Workspace Assembly Service class 'Workspace.PLNB1.CustomEventHandler_PLN.WsAssemblyFactory'.Invalid column name 'PayGroup'. Invalid column name 'Location'. Invalid column name 'EmpStatus'. (SQL Error Number -2146232060, 207, 207, 207). User Interface Stack Trace: at OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.StartExecuteSelectionChangedServerTaskCompressed(SessionInfo si, Boolean isSystemLevel, Guid primaryDashboardID, Guid embeddedDashboardID, Guid componentID, PageInstanceInfo pageInstanceInfo, XFSelectionChangedServerTaskInfo serverTaskInfo) at OneStream.Client.SharedUI.DashboardWcfHelper.ExecuteSelectionChangedServerTaskAsync(SessionInfo

In consolidation system in the month after close example if we close April , May should show reversal of April. Please see below screen shots of how system is should show up and how it is showing. We tried clearing base data through data management. Any ideas would be helpful. Normally  However the system is doing   

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).  

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?