OneStream Platform Forums

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.   

I'm facing an issue with a mixed-version calculation in OneStream and would appreciate any insights.ScenarioI have a calculation expression that combines:A source intersection from the current cube A rate/intersection from a different set of dimensions (different POV) Numeric valuesWhen I retrieve the value from the second intersection using api.Data.GetDataCell(...), store it in a variable, and then use that variable in the expression, the calculation works as expected.Example:VisualBasic  Dim rates227 As Decimal = api.Data.GetDataCell("A#NFD0227:...").CellAmount Dim safeExpression As String = _"A#NFD0161:U1#CreditCardsGen:U8#EOP:T#2026M10:V#Periodic:U2#Modelling_Total:O#Top + $Rates227" api.Data.Calculate(safeExpression) ProblemHowever, when I reference the same intersection directly in the expression, the calculation does not return the expected result.Example:VisualBasic  A#NFD0161:U1#CreditCardsGen:U8#EOP:T#2026M10:V#Periodic:U2#Modelling_Total:O#Top+A#NFD0227:U1#None:U2#Centrally

I would like to delete some old workflow profiles for a load process that is no longer being used. However, I need to retain the data from previous years.I tried deleting the workflow but was shown a message “Unable to delete workflow profile [Name] Workflow Profile [Name] contains data and therefore cannot be deleted”. After I cleared the stage data from the import step, I was able to delete that old workflow profile.I’d appreciate some help confirming the following:Data will be retained in the system after clearing the staging table and deleting the workflow profile Data is available to view via quickview, cubeview, XFGETCELL and can be drilled down Consolidate/Force Consolidate will not reset the scenarioSee below for an example workflow:Forecast Data Load Forecast Import - Old No longer being used to load data - DELETE Has data from 2022-2025 that needs to be retained Forecast Import - New Used to load data starting 2026 - KEEP

Hi,Is there a way to display account descriptions in an extensible document (Word) without using cubeviews?For stored values on accounts it´s quite simple using the XFCell function, also parameters can be displayed as text easily, but I have not found a way to display the account description so far!RegardsMartin

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.  

Hi there, Any assistance would be grateful received. I would like to copy an entire Actual scenario period i.e. 2027M1 for our base entities for all origins into another period for testing - i.e. 2027M1 to 2027M5. IIs this possible?Thanks,Rakesh

I have the following dashboard i version 9.1:When pushing a line (1) it automatically updates total on right side (2) and specification on entities (3).I has been made with links to cube view and 5 dashboardsAnd a redraw of the right side when action  Version 9.4 Desktop:Without any physical action it is continuously updating every second. I can not get out of the loop/dashboard.Version 9.4 browser:With a click on a flow it updates and create the entity specification. But ½-second later it jumps back to the starting point.          

Hello,We’re having trouble using the UD5 to meet a specific need.It allows us to list 50 projects (P_001, P_002, ..., P_050), but also to categorize these projects by project type (D_FLOTTE, D_ITINC, ...) Both of these criteria are included in the UD5.Accountants fill out a Budget workflow that displays the projects across 50 rows, the amounts over 12 months, and the project type in a column.So we have one UD5 in a column (project code) and one UD5 in a column (project type). Once exported to Excel, we can create a pivot table or use Excel formulas to display the total for the 50 projects by project type over the 12 months.I’m able to do this with an UD8 in DynamicCalcl. The problem is that I’d like to copy the totals for the 50 projects (the results of the DynamicCalc) from the budget scenario to the forecast scenario. Could you tell me if this is possible?I was thinking of calculating and saving the result I get from DynamicCalc to the cube, and then copying that data into my budget-

Hi, This time of year we have the common maintenance point regarding needing to update task scheduler start times to account for daylight savings. It is expected for the platform to not automatically update the task start times to account for daylight savings, thus, this becomes a maintenance point for those companies in states/countries that utilize daylight savings. Until this feature perhaps one day becomes available in the platform, we have a custom solution that will make the maintenance point of this easier for OS administrators. You can upload the two files attached in the zip file which will result in uploading an Extender business rule titled "Update_TaskScheduler_StartTimes" and a Data Management job called "Update Task Start Time Daylight Savings".To use the solution, navigate to the Data Mgmt page and look for the group titled "Task Scheduler Maintenance". Here you will find the Data Mgmt sequence and step you uploaded.Navigate to the DM step and utilize the Hour Adjustment

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

Dear Community Members,Found several great posts about creating account members from a rule.  I am trying to clone a scenario member (Forecast with Range defined). I have to admit that i am running into a knowledge gap when it comes to how to create some of the properties.I am reading the properties of my source scenario and naively thought i can just use SetStoredValue with the property of the source scenario.  Got stuck at InputFrequency.Any pointers to documentation, Golfstream, Community posts, or samples would be greatly appreciated.

Hello, I am facing a problem in making dynamic names for BI-viewer. I have a data adapter with Command type as Cube view. I am using this adapter in BI-viewer. I want to make the column names similar in cube view.  For example, in my scenario I have columns changing according to the time.  but here it will show as Col0Value, Col1Value. As per cube view headers, Col0 is 2024M1 and Col1 is 2024M2 and this will change according to time updated for next periods. It will not be same every time. How to get the same names as per cube view into BI-viewer column list.     

I'm able to extract the monthly csv files uploaded using BRAPi.Import.Data.ExportStageArchives, but this doesn't seem to work for multiperiod uploads (specifically budget) or I'm just referencing a parameter incorrectly. I've tried entering the time parameter as "2021", "2021M12", "2021M1", even "2021M1-2021M12" within the business rule, but nothing is exported at all for the Budget scenario.... Any ideas?  

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

I have to create a task manager build that does not include weekends in the duration. We have tried adding the weekends to holiday profiles and excluding them from the explicit day map, but the duration will always include the weekends. Right now, I have due dates on weekends an holidays even when calling them out in the Holiday Profile and setting each one with an offset of 1. Is there a work around for this or any other solution to have the durations skip weekends/ due dates not be due on weekends or holidays?

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

Hi everyoneDoes FdxExecuteDataUnit work on dynamic cubes?I have two cubes in my application one, a dynamic cube, the other, a standard non-dynamic cube.The FdxExecuteDataUnit does not work on with the dynamic cube, I get an error when the rule runs. The rule is in a dashboard extender and run by a button on a dashboard.The function does work with the standard cube. Data is pulled into the log as intended. I suspect FdxExecuteDataUnit does not work on dynmic cubes but but wanted to confirm this.Thanks!

Has anyone worked with creating a Copilot Agent to ask questions about the metadata inside the app? I’m currently building one out for our app by created a document library, but this is only working for my documents.  I have tried to load up xml files to that document library, but CoPilot is having issues reading them to answer basic questions. 

Hi OS Community,I'm exploring a potential enhancement and was wondering if anyone has experience accessing the user-configured state of a Large Data Pivot Grid through a Business Rule.To clarify, I'm not referring to the component properties/configuration, which can be accessed programmatically. Instead, I'm interested in the information that a user defines within the Large Data Pivot Grid itself, for example:Whether the grid has unsaved changes (similar to a save status or "dirty" state) The fields currently assigned to Filters, Rows, and Columns (by user)Since this information is configured within the UI, I'm trying to understand whether OneStream exposes the saved Large Data Pivot Grid layout (Filters, Rows, Columns, save state, etc.) to Business Rules, Dashboard Extenders, or any other supported API. My goal is to drive a custom Excel export and display warnings when unsaved changes exist. Has anyone implemented something similar or knows whether this metadata is accessible?Thank y

There seems to be a lack of documentation on the new settings Number Type and Storage Type inside of Cube → Cube Properties. I could not find anything on what this setting does and what the dropdown options entail.