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OneStream Platform Forums

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5207 topics

Select Currency Property for Entity Member

While building the hierarchy using codes, In the Entity Dimension hierarchy "EntityH1", I have a base member as "MyBase". Below code is successfully c...

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Forum|Forum|1 month ago

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StefanoMember

Application Build

Calling a data management sequence in assembly1 from a button in assembly2

HiI have an assembly1 with generic functionality which can e.g. be triggered via DMs in assembly1.I can see the DM in the task scheduler however I have not found a way to trigger it from another assembly2 via a button action ‘Data Management Sequence

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48 minutes ago

T_KressOneStream Employee

Technical Guides

LIM: Understanding CSV Import Criteria 1

DISCLAIMER: It should be noted that the focus of this technical guide is to provide general information, considerations, and guidelines for an identified topic. It is NOT to be interpreted as the ONLY approach nor a guarantee that there will not be a

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1 hour ago

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clambertNewcomer

Workflow and Data Integration

Task Manager: Require Attachment Before Marking Task as "Prepared"

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

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3 hours ago

KayneSchwarzCommunity Admin

News

The New OneStream Community is Here

Hello again, OneStream Community — I've been counting down to this one. After a lot of behind-the-scenes work from our team, I'm thrilled to share that the new OneStream Community is officially live. As of today, you can access it using your standar

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4 hours ago

KayneSchwarzCommunity Admin

Getting Started

OneStream Community Cookie Policy

Introduction This Cookie Policy explains how and why OneStream Software LLC (“OneStream”) uses cookies in connection with OneStream Community and related products, offerings, and services (“OneStream Community”). Cookies are small text files placed o

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3 days ago

amccollumCommunity Admin

OneStream Press Excerpts

OneStream Fundamentals (Coming Soon)

This focused and concise starter guide is aimed at individuals who are new to corporate performance management and OneStream, serving as an introduction to the OneStream journey. It starts by identifying the components that make up the platform, then

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4 days ago

amccollumCommunity Admin

OneStream Press Excerpts

OneStream Workspaces and Assemblies (Coming Soon)

Whether you’re new to OneStream or a seasoned architect, Workspaces provide the tools to streamline customization and deliver more maintainable, scalable applications. This OneStream Workspaces and Assemblies book was written for developers, administ

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4 days ago

amccollumCommunity Admin

OneStream Press Excerpts

OneStream Security Essentials (Coming Soon)

This OneStream mini-book offers practical guidance, analogies, and in-depth information to help you design, test, and maintain a robust security model. Whether your company is small, large, public, or private, this book delivers the background and to

100

4 days ago

amccollumCommunity Admin

Getting Started

Contributing to the Community

Why join the OneStream Community?The OneStream Community is a central source for technical professionals to problem solve, share knowledge, and engage with peers and OneStream. It is made up of technical forums, assorted resources, news, and IdeaStre

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5 days ago

amccollumCommunity Admin

Getting Started

Tips and Tricks to Make the Most of Community

How to Use the Toolbar When PostingThe toolbar is an editing tool that allows you to change the formatting of your posts in a variety of ways to make it easier to convey information. You can use it to change text alignment, add bulleted or numbered l

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5 days ago

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clambertNewcomer

Workflow and Data Integration

Task Manager: Require Attachment Before Marking Task as "Prepared"

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

TyeshaAdamsNewcomer

Workflow and Data Integration

Need to send data from OneStream to Snowflake using an existing SIC ODBC connection

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.

Luke2026Newcomer

Number of Reports Published

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 m

Sri_RamNewcomer

The report displays data for the developer but remains blank for other users.

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 A

grantvoisardNewcomer

T-Doc for Account Reconciliations

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 wi

vasantharaiduNewcomer

Rules

Need help on Clear Specific member data

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&nb

msaundersNewcomer

Allocations Management Solution Feedback

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 process

ogonzalezNewcomer

Modifying SQL Editor component in Dynamic Dashboards not working

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 paramete

SalihaNewcomer

Title: Genesis Error Occurring for Some Users with Identical Access Rights

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 al

Ole_S_PMember

Buttons: Does not aling when using browser.

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 te

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13 days ago