Application Build

LIM PV9.0.0 SV4.0.0, platform 9.4, fresh install. I left LIM Solution Administrator at the default, Administrators, and my user is in that group.Both Fixed Term and Workforce instances show “Solution setup incomplete”. Settings is hidden, and admin actions fail with “User is not permitted to access this page”. Re-saving security with the same group and doing a clean reinstall didn’t help.Fix: a new group with my user as an explicit member, assigned in Instance Manager → Save Security. Both instances then opened the Setup Wizard.Is the Administrators default expected to work, or is a dedicated group required? If it’s required, a note in the guide or an installer warning would help.

Getting the error ‘Arithmetic operation resulted in an overflow’ when trying to export all pages of a calc plan (~7k records). Appreciate any insight that can be provided!

Can we have a dynamic start date field (like today's date) as default value in Line Item modelling (People planning register fields). We are currently using LIM V300.   

Changing “Is IC Entity” to False achieves the desired result of blocking entries to the inactive entity. However, it also causes historical out-of-balances, as it cannot be time-stamped as a Stored Item.Changing “In Use” to False can be time-stamped, but it does not prevent posts to the inactive entity via the Intercompany Dimension. It only prevents activity in the Entity Dimension.Is there any native functionality to block these posts in a way that does not change history? Much appreciated!

I have tried everything, how on earth can I get the gray border of the cube view component in my dashboard removed????  Bonus points if you know how to get rid of the search/filter box in the cube view too.  

Hello, I have tried everything to remove the border from my cube view components on my Canvas layout type dashboard. Any suggestions?  

Is there a way to show "%" symbol in display Name in LIM(People planning register ). For Ex : BonusPer as Bonus % .      

I’m using a dynamic grid dashboard component to allow me to control formatting - column names are generated programmatically, so I don’t know them to use a normal grid and column formats.It’s  not perfect - I don’t seem to be able to override the data format string at the cell level, for instance, but my biggest question relates to the paging controls. I don’t need them - these are short data sets returned in a single fetch. Does anybody know a way to hide the paging controls?Thanks,Rose

Hi, we are on the cloud and plan to upgrade our environment from v9.2 - v9.4. I have a couple of questions in blue regarding the upgrade. .NET 10 ASP NetCore & Desktop Runtime Who handles the installation for the web and app servers? Do we need to install these in our Gateway servers? Upgrade Request When submitting the request to upgrade from 9.2 - 9.4, how quickly does the change happen? We’d like to minimize any system downtime and coordinate with our IT team to install .NET10 in our gateway server (if needed) + upgrade the Smart Integration Connector  Desktop Client We currently get our users to install the application through the link: https://[name].onestreamcloud.com/onestreamweb/onestreamwindowsapp.aspx This currently installs the v9.2 application. Will this link automatically get updated to v9.4 when I submit the request or do users need to install the v9.4 client using the installer from SolutionExchange? I am currently compiling business rules and comparing

Hello.OneStream is self-hosted in AWS environment. For Authentication, we have PingFederate.When i launch Dev Studio, i am not able to connect, I get certificate error.I dont have OIS installed with OneStream. I think dev studio works with external PingFederate authentication. What and how do i need to configure for this to work?

Hello - I have an account member formula that is compiling successfully and OS is also consolidating without errors, but is not calculating any data. I’m looking to calculate the sum of net income for a specific entity for all years starting with 2023 (the first year we have data in this application), plus a specific dollar amount. Its basically is supposed to be retained earnings for this OneStream specific entity - there’s no data from our ERP for it. Below is the member formula I have now - any help is very much appreciated! 1. Explicitly filter for Entity MyEntity, Scenario Actual and UD1 IFRSIf api.Pov.Entity.Name.XFEqualsIgnoreCase("MyEntity") And   api.Pov.Scenario.Name.XFEqualsIgnoreCase("Actual") And   api.Pov.UD1.Name.XFEqualsIgnoreCase("IFRS") Then' 3. Determine the prior year boundaries based on the current POV    Dim currentYear As Integer = api.Time.GetYearFromId(api.Pov.Time.MemberId)    Dim priorYear As Integer = currentYear - 1    Dim startYear As Integer = 2023       

Dear Community, When I export cube view in Excel, I get two additional rows on the top, is it possible to remove them? 

Hi All,We are using a spreadsheet component to capture some drivers from end users in our application, how do we customize the ribbon of the spreadsheet component to show only OneStream option in the ribbon?If I do right click, "Customize ribbon", it lets me display only OneStream in the ribbon , but the customization is lost on refreshing the page. Any guidance on how to retain this customization would be helpful.   

Hello EveryoneWe are noticing an issue where users are unable to drilldown on OneStream. It is inconsistent and only impacts certain users. When they use the drilldown function - It shows the wrong account. 

Hi,Does “ods connect” has non interactive login option?  Thanks.

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?

The Data Cell is read-only because the Parent Workflow Profile 'FR Food HR' has no active Input Profiles for the Workflow Channels that are assigned to the Data Cell's Account and/or UD member. Entity=entityname, Account=Accountname, Origin=Forms.  

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

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!

Curious how in general people are handling ASC220 - Disaggregation of the Income Statement.  Alternate hierarchies or filtering on an Account Text1-4 field is my two options I think.  Or is it something you’ll do semi offline pulling OneStream data into a report or Excel?  I’m sure it depends in some cases how your hierarchies and data is, but I just wanted to see if there was something people are doing that I haven’t considered.

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.

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!

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? 

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.

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