OneStream Platform Forums

Hi everyone,Does anyone know if there is a way to encrypt tables in the Application DB? if yes, how?Thank you for the help!

Hi, For the folks that already did the upgrade from v8 to v9, how was the process and timeline.  Not looking for detailed steps but high level.  Thank you in advance, Praveen

Hi everyone,I am currently using the metadata builder in excel to maintain and keep updated the hierarchies of all dimensions, but I'm having an issue in loading two separate dimensions for UD5.I was planning to build the U5 dimensions as follows:within each dimension, I would have the same base members organized in different hierarchical structures (aka same base members but different nodes between Finance and HR). In Excel, I divided the two dimensions in two separate sheets, because I can reference one dimension at a time in each sheetwhen I load the XML of the first dimension, I have no issues and the dimension loads as expected. If I make a change to the configuration of that same dimension and load the new xml, I still get no issues.The problem arises when I try to load the XML of the second dimension. The error I get is the following:Error processing XML file type 'Metadata'.Error processing XML.The specified member does not belong to the encompassing dimension. 169989, Cos

Hi,  I am trying to create a genesis dashboard that will have a main cv (1105) which shows overview and then when user click on the cell, it will filter another cv (1106) (probably cv basic since it will have navlinks on most dimensions).In client dashboard, it requires the config of setting of user actions in 1105 cv component but I could not find this setting in content block CV Advanced.  I can find it in CV adv embedded.  I assume this is the correct content block to use.I managed to get this function to work when 1105 and 1106 are on different pages.   This means the cv are both setup correctly with navigation links dynamically set up correct. But they cannot be in different pages in Genesis because that means user need to click on cell in 1105 in page 1 and then go to page 2 to see filter results in 1106.  That is too much work for user. ,Thus, I created a dashboard advanced layout and try to insert cv advanced embedded of 1105 in row 1 and then cv b

Hello OneStream Community, I am running into an issue with the ability to complete a workflow with a dashboard button as a test security user.  Any help would be greatly appreciated.  I have a consolidation status dashboard, which is attached to the top-most workflow node for a given month.  My issue is as a test end-user I keep receiving the following error message when attempting to complete the Workspace chevron and move on to the certify step of the workflow.  The security settings for the workflow are very simple, so it's not clear what could be the issue here.Is there another way I could get around this?

Hi What to do when I get this error messages in Genesis:   Unable to open dashboard 'OpenPlace_(Designer)'. Error processing DataSet 'GetWFSteps'. Error executing Workspace Assembly Service class 'Workspace.Gen.CubeViewCharts_x2x.MUAssemblyFactory'.Value cannot be null. (Parameter 'reader'). How to reset? The problem happens when working with Block: Cube View Charts. It will not read my cube view and give the following comment: Value cannot be null. An error messages that is difficult to work with, as it does not say where the problem is. But this second, as I cannot get into the genesis instance.

Below is a screenshot of how the genesis dashboard look like when it is used inside the client.The report on the left is the source cv and report on the right is the drill down details when a cell is clicked on the left.  You can see that there is no taskbar for excel download etc in the left report, even though I have set cv default header to be visible.Both the left and right reports, I am using cv advanced embedded, but the left one is the one with user action "refresh" with click.I used the source cv of the left report as content cv with comments in another page and there is taskbar for excel download.  The only difference between the two of them is content block type and user action.I checked the user guide for cv with advanced embedded, there is nothing written that when user action is selected, the taskbar for excel download etc will be gone within client.How do I get the taskbar for excel etc to appear when using genesis within the client?

Our team would like an enhancement to the Web version of the client (Version 9.0.0) as the Modern Browser Experience does not allow us to use the default pivot grid views we created. The default pivot grid views we created work great in the Desktop version, but they do not work for our Browser version because we exceed the number of allowed default fields. This enhancement would allow our users to save time with the ability to use default views, instead of needing to add in the fields manually each time.

Hi,I can’t get my data import to work with vertical extensibility, and I’d like to understand how this situation is supposed to be handled.In short, the import validation fails on accounts that are extended for an entity. The entity belongs to a cube that is vertically extended from the primary workflow cube. Detailed situationI have extended dimensions and two cubes that use those dimensions.CubeParent contains a parent entity with dimensions applied. The parent entity resides in the parent entity dimension.CubeChild has dimensions that are extended from the parent’s dimensions. The child entity resides in the child entity dimension.As a result, each cube has its own unique entity dimension containing its respective entity.Additional configuration details:CubeChild has Is Top Level Cube For Workflow set to False.CubeParent is the top-level cube and has the Workflow Profile created from it.The child entity has been added as a child of the parent entity in the parent’s entity dimen

I have a requirement to allow users to enter an Annual Plan and spread it across Plan Periods using the spread method they select. Spread Methods are Equal Spread, 4-4-5 Weekly Spread and Manual. When they select "Manual" the cube view should dynamically pick O#Forms as Origin member for Data Entry.I have the Account and Product in rows with member expansion (.Base). Is there a way to retrieve the Base Account and Product from Cube view dynamically and reference in an XFBR?My plan is to get the Spread method chosen for the Base Account and Product combination and Return the Origin as O# Forms for that row?Please share any other ideas if you may have implemented for the same requirement? 

Hello everyone, I am currently working on OneStream v9.2 and trying to set up Ad Hoc reporting in the Web version (OnePlace).Context:I created a Dashboard with a Spreadsheet component exposed in Web (under OnePlace Dashboard).The connection to existing, preconfigured Cube Views is working correctly.Issue:In the Browser version, I do not have access to Quick View / dynamic POV features like in the Spreadsheet WinApp (Excel Add-in).I cannot find the option to perform free-form Ad Hoc analysis (changing axes, selecting members dynamically, etc.).Question:Is this a standard limitation of the Web version (OnePlace) in v9.2?Is there a specific configuration that enables a Quick View–like behavior in Web?Thank you in advance for your feedback and experience.

Hello,I have a question about aligning dimensions of a DataBuffer. I have an unallocated balance that is stored at a specific UD2 base member. This is shown in the log below:The goal is to multiply this amount (82.1097072) by a percentage at the same Account:UD1 combination, but the rate is stored at a U2#None, not at the same U2 as the unallocated percentage:The goal is for these data buffers to multiply and land at the specific U2# from the unallocated amount. (82.106*1.5219) However, since they are at different UD2s, they aren't going to multiply. Given that I need the specific UD2 detail, but the rates aren't stored at the specific UD2s, are there ways to manipulate the databuffer multiplication so this will occur at the detailed UD2?Dim Buffer As DataBuffer =  RateBuffer * UnallocatedBufferThank you! 

We are looking for a load into a financial cube. Mappings are already done in the source system. Is there a way to load records that pass the validation and write the other records to an error protocol.The idea would be that not the whole load is rejected but only records that contain errors, those being written to an error protocol.Many thanks for your support

Our income, liability, equity accounts need to have the flip sign flag checked but our users always forget.  Is there a way to add a pop up when they first get to this screen (after they save it is too late).  

We want to set the IC value to none if an account is not IC.  We are currently doing this in the IC dimension in the datasource and looking up the account, getting the target and then checking If IC.  If it is not IC we pass None as the source value.  This works fine unless they upload a new account because it has not been mapped yet it doesnt know its IC and maps to None.  The user has to reupload the same file after they map the account so that they get an IC value in the source.    I was thinking that I could put a BR on the IC transformation rule but the problem is it reads the 1:1 (where I have the None->None) before it gets to the section for BRs.   I guess I could remove the 1:1 None rule and then in the BR check to see if the account is IC and if so then get the IC target.    I am just curious if there is a better way to handle this that I have not thought of. We have a similar issue as we store function in a user field but w

Hi, I have Dashboard with tabbed embedded reports. for example, MainDashboard - Tab1, Tab2, Tab3. Everything works fine when the user clicks on Tab of their choice for the fiscal year 2026.  For Historical data I would like to show the same report for with changed tab. for example, MainDashboard - Tab1, Tab2, Tab4 for the he fiscal year 2025. If the user changes the Scenario from 2026 to 2025 or vice versa the dashboard report tab3/tab4 shows/hide based on FY. How can I achieve at the workflow level?  Any help will be appreciated. Thanks.        

Hi,How can I store data in a cube view cell that comes from a business rule linked via a DM stepI want this cell to become 75, if I input 50 on the white cell.Is this related to a cube view property or a business rule? 

Hello everyone, I'm trying to create my first import from scratch. Unfortunately, it always gives me the same error : No valid DataKeys (Scenario / Time) found in data source. Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source. And no line is imported or displayed in the logs.However, I've gone down each parameter and everything seems correct and consistent with what I have on other import files. Could you help me investigate? My settings : All the UD1 to UD8 are on None. And the log :  

Hi, I have a cube view with a straightforward requirement. Below is an example of my requirements using the Golfstream app.  My rows are set as follows: Member filter 1: U2#Clubs.ChildrenInclusive:name(UD2: |MFUD2Desc|) Member filter 2: T#2011Q1.ChildrenInclusive:name(Time: |MFTime|, UD2: |MFUD2Desc| The below screenshot shows what this returns. The issue is that I need to reference the member filter 1 member from member filter 2. When I use |MFUD2| from member filter 2, it reverts to my top UD2 member rather than reading my UD2 member from member filter 1.  I need this to do a more complicated loop through members, and that loop must take the row's UD2 member into account. Any advice or workarounds? User-created parameters and |CVUD2| do not return what I need.  

I cannot find any setting for moveable splits in dashboard layout or advanced dashboard layout.  Is it not possible in Genesis?  Does it means I should just create the dashboard in the client first and then link it into Genesis?

Hi everyone,We are currently developing a planning solution in OneStream for a client who has requested that the Cost Center dimension (and its related nodes) be updateable every year, while still maintaining full retroactivity when users need to view reports for prior years.We have considered two possible approaches:OPTION 1Each year, load a new Cost Center hierarchy associated only with that specific year. When users want to analyze historical data, they simply select the hierarchy corresponding to the year they are reviewing.The main drawback of this approach is that, over time, multiple versions of the Cost Center hierarchy will accumulate, which could potentially impact maintainability or performance in the long term.OPTION 2Separate Cost Centers and their nodes into two distinct dimensions. Introduce a technical member in the Account dimension and use a data entry form (maintained annually) where users enter a value of “1” at the intersection of each Cost Center and its correspon

Hi,I have been trying to read a csv file that is in Documents/Users/userxxxx folder. Not able to make it work. Getting an error.Below is the codeDim FileName As String = args.NameValuePairs.XFGetValue("Param1", String.Empty)            Dim sourceFolder As String = $"Documents/Users/{StringHelper.RemoveSystemCharacters(si.UserName,False,False)}"            Dim fullPath = sourceFolder & "/" & "abc.csv"Below is the errorCould not find file 'P:\Program Files\OneStream Software\OneStreamAppRoot\OneStreamApp\Documents\Users\userxxxx\abc.csv'.Any idea why this is not working?Thank you,Mikki

I am here with one of my typical requests to see if anyone has (SQL query) code I can borrow 🙂 We had an issue with two users who discovered how to submit data through Excel and circumvent the workflow forms.  As a result they are inputting data to intersections where we do not want forecast data. I would like to have a dashboard I can run where I can select a specific scenario and it will return a list of intersections that were modified through an Excel submit.  Or just a list of users and then I can run the ONC application report User Data Entry Detail to get the details of the intersections. I know the data lives in a table somewhere but I am not sure the table name and the fields to filter on and return. In the ONC User Data Entry Detail report I am able to select a scenario, WF time and user name and can see data they changed via forms and data that was changed via Excel.  But, there is no option to see all Excel edits for all users and I am trying to catch the ru

Can we use an XFBR in a parameter like this and then use the parameter name in a DM step? 

This is a problem I run into off and on that's always been annoying but easy enough to work around... until now. When working in a QuickView, for example, I click on the Up Arrow (for Parents) and I get all parents, not just the parent in the hierarchy I'm actually working with. In the most literal interpretation, I can see why this happens. In principle, I think I ought to be able to control this behavior either by the Parent filter or through the addition of a field that lets me choose my current hierarchy. But, in a QuickView, I'm working with one member at a time so it's not the end of the world to just remove the irrelevant parents and maybe do a little manual editing of the member filter if it gets too messy and I really want to keep the QV for future use. The problem comes when using the Grid View set to Display Parent Child Relationships with a member filter to display the descendants within a key hierarchy. I get every parent child relationship for every hierarchy. There's no