OneStream Platform Forums

Hi all,I’m currently upgrading instances of Genesis-created workspaces and ran into an issue.The workspace named "Genesis" was upgraded successfully. However, the ones with different names are failing and returning the error below.For example, one of the affected workspaces is named "Landing Page." I’m not sure if the naming is related to the issue, but it’s the main difference I’ve noticed so far.Has anyone encountered something similar or knows how to resolve this? I’d really appreciate any guidance. 

We have recently received feedback from several entities regarding outdated account members that still exist within our Transformation Rules. Before making any changes, I wanted to gather input on best practices for handling these scenarios. Specifically, I’m unsure whether it is appropriate to remove or delete these members, or if they should be retained and continue to be mapped for historical reporting purposes. If anyone has guidance or experience with managing outdated members in Transformation Rules, your insight would be greatly appreciated.

Hi, we would like to know if it is possible to load multiple columns of amounts and annotations as a matrix load ( we have 3 date columns and 3 columns for amounts and it would be an account matrix as each column would go to a different account).We are able to load a matrix load where one column is an annotation and there are multiple amount columns, but when there are multiple annotation and amount columns, we have not been successful.See screenshot.  The date columns would be loaded as annotations, the Begbal, Pmt, Interest columns to amount. Each column would be going to a different account. Please advise, thank you   

I'm trying to write a BR that returns data using HTTPClient. I've tested out the api.open-meteo.com example and can successfully pull data from this site. The site that I am trying to query requires a site certificate for authentication and I'm not sure how to tell my BR to use the site certificate that is already installed on the SIC server. On the SIC server, I can manually run the query to the source site via a web browser which prompts me to select the appropriate certificate.  Has anyone been able to include a site certificate to a HTTPClient request? Thanks, Cosimo

I’m experiencing an issue where the email template preview sends without any problem, but when I execute an import with DISM itself (actual), the email is not delivered. There are no visible errors or warnings with the data import itself.Has anyone encountered this issue before? What configurations, permissions, sender settings, or campaign requirements should be checked when preview works but live sending fails?

I have some users who like to view a report in actual currency and others in 000's.  Is there a way a user can change the number format of each report?

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. 

Hello,To standardize the look and feel of my dashboards, I would like to create a reusable dashboard template for a toolbar. The Menu component seems well suited for this purpose. However, some actions (for example, Save) cannot be defined at the menu item level and are only available at the menu component level.As a workaround, I am using Event Listeners: each menu item sends a parameter value, which is then used as the Event Listener name. This allows me to have one menu item that performs a Save action, another that launches a business rule, another that opens a dialog, etc.This approach works fine until the Custom Control dashboard is embedded in a Dynamic Dashboard. The issue can be easily reproduced by embedding the dashboards described in this blog post into a dynamic dashboard.Any help or guidance would be greatly appreciated.Thanks in advance.

I'm trying to do a Composite Rule to Bypass an account if it's part of a specific Scenario?  Can you use Scenario as part of an Account Composite Rule?  This is my statement "A#[525300]:S#[Budget_Dist]" that isn't working.

Hi, Did anyone implement event-based scheduler through workflow event handler. We have a business rule to extract Chart of Accounts for a Parent Member. This extract needs to be done only after the period close. We need to implement an event-based scheduler where the extract should be done after the period close automatically. 

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 folks,When trying to edit some new blocks I've added in Genesis, I'm getting the error "Unable to find the Workspace Assembly Service Factory class for name 'WSMU' in Workspace 'Genesis' and Maintenance Unit 'X'"any idea why? I'm getting the error when i try to load a 'cube view basic' or 'embedded label' so far, in a card in a row in an advanced formatting block

Dear community, I was reading the documentation about cube view services, which implies that the dynamic cube views that are accessible by Dynamic Cube View Services need to be in the same workspace. Do you know if this is mandatory to have dynamic cube views in the same workspace (as it seems a like a real issue in production) or is there a workaround to address dynamic cube views that are outside of the assembly's workspace ? Many thanks,

I am trying to submit zero via excel add-in using XFGetCell formula into MTD/periodic view.  Excel/Spreadsheet does not seem to allow it.  I can put in zero into the same POV via a data form. The only workaround I have is to submit a 0.0001 record into OS via excel XFGetCell formula instead.   Is there any proper change in setting that would allow me to do this?  

Hi All,  I am trying to extract the annotations uploaded by our entities by creating a cubeview. I entered all relevant POV information in the cubeview, however, no annotations show.  Does any of you have experience with extracting annotations via a cube view? 

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).  

I have a cubeview with a header row returning no data for all my time period columns (correct) but returning (100.0)% for columns where I'm calculating percent variances. Is there a way to make those columns blank as well for my header row?   

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