OneStream Platform Forums

Hi all,I'm experiencing an issue with a budget scenario that previously allowed annual data entry. In the prior budget year (2026), I could enter amounts at the year level and OneStream would automatically spread the values across months or quarters as configured.After rolling the budget forward to the next year, this functionality no longer works. I am now forced to enter data at the monthly level. If T#|WFTime| is used, the cells turn green, and no input is allowed.I've compared the Scenario dimension settings between the working and non-working scenarios, and they appear identical:Tracking Frequency: Range WF Time: 2027 Start Time: 2027M1 End Time: 2030M12 Input Frequency: Monthly (default), then Quarterly in subsequent yearsInitially, I thought the issue was related to the Input Frequency being set to Monthly. However, the prior budget scenario that worked correctly had the same setup, yet still allowed yearly input with automatic spreading by month or quarter.Has anyone encountere

I am getting the error “Object reference not set to an instance of an object.” with the code below in a connector business rule.  I feel like I’ve used this code a ton but never had this issue before.  Anyone have any thoughts on what I might be doing wrong this time?WorkflowUnitPk wfPk = api.WorkflowUnitPk;string wfTime = TimeDimHelper.GetNameFromId(wfPk.TimeKey);TimeMemberSubComponents objTimeCmpnts = BRApi.Finance.Time.GetSubComponentsFromName(si, wfTime);int wfFiscalYr = objTimeCmpnts.Year;int wfFiscalPer = objTimeCmpnts.Month;Thanks,Scott 

What is the difference between execute retransform and start retransform?  Thank you!  

Hi everyone,I am building a SQL Table Editor workflow where the client wants a custom Edit button that opens a popup edit form rather than editing inline in the table.The issue I am seeing is that the popup sometimes loads the previous row on the first click, even though the backend logic is returning the correct row and the correct values. If I click Edit again on the same row, it loads correctly.I have already verified the following:the selected row is being captured correctly, session state is being updated correctly, the backend query is returning the correct record, the popup fields are bound to the correct parameters, and the values are being populated before the Business Rule returns.Has anyone run into this type of one click behind behavior with a SQL Table Editor + Open Dialog setup?Is this a known limitation of the SQL Table Editor, or is there a better pattern for a customizable Edit button that opens a popup and always loads the currently selected row?If this pattern is bet

We complete variance explanations each quarter, and each business unit has different thresholds that require explanation. Is there a way to apply different thresholds within the report based on the selected business unit using the conditional formatting? I would like to flag it red only but I can’t figure out how to do by business unit using the same report.Users are prompted to select their business unit when they run the variance report.This is what I currently have, but it applies the same threshold to all companies:If (CellAmount > 50000) Then    ExcelTextColor = Red, ReportTextColor = Red, TextColor = RedElse If (CellAmount < -50000) Then    ExcelTextColor = Red, ReportTextColor = Red, TextColor = RedEnd If

We have an excel export item that loops through several entities and uses the entity names through Loop1Variable as the output.Unfortunately, some entity names are longer than the 30 characters excel tab names are limited to.Is there a function/formula that can be used to limit the Loop1Variable to 30 characters? 

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

Hi,I’ve had an issue trying to use parameters to retrieve both names and descriptions of entities in Excel using a parameter.I use a Member List parameter with a filter of entities.In Excel, if I tick ‘Description’, sometimes I get only descriptions; and sometimes I get both names and descriptions, which is the desired behavior (the client wants to be able to choose entity by their names, and I need the code in the parameter to make the XFGetCell formulas work).Is there any option here I’m not aware of?I’ve found a solution, which is to create a XFBR rule that feeds a Delimited List parameter with strings including both name and description. It works fine. But I’d like to make sure I didn’t miss something obvious here.

Hello, I am trying to run a Business Rule located in a specific Workspace (VentaNeta) from a Data Management Step that lives in the Default Workspace.According to the OneStream documentation for cross-workspace references, the syntax should be:Workspace.MyWorkspaceNameOrNSPrefix.MyWsAssemblyName.MyShortBRNameIn my case, I configured it as:Workspace.VentaNeta.VN_Cube.ExtenderHelperHowever, when running the Data Management Sequence from the Default Workspace, it fails with this error:"Error processing Data Management Step 'GenerateUnassignedClientes'. Business Rule 'Workspace.VentaNeta.VN_Cube.ExtenderHelper' is invalid."Here is the strange part: If I move this exact same Data Management Step inside the VentaNeta Workspace and change the syntax to use Workspace.Current, it executes perfectly:Workspace.Current.VN_Cube.ExtenderHelperConfiguration details for the VentaNeta Workspace:Workspace Name: VentaNetaNamespace Prefix: VentaNetaIs Shareable Workspace: TrueMy goal is to keep this DM St

Hi all, Is it possible to exclude certain register columns for specific Groups?  For example, not requiring input or displaying an “Hourly Rate” column for full time salaried employees.  In this case an Employee Type is a separate register column identifying employees as full time, part time, or contract. Filter groups are set up by Employee Type and calculations only run for the relevant groups.In the case above, the Hourly Rate column could just be left blank, but how are others handling cases where there is a control list attached to a register column, but that register column is only applicable to some employee groups?  I would rather not have an “N/A” or similar option in the control list, which would allow this as a selection for employees who should have a “real” control list value assigned to them. TIA

Hi,I’m writing a custom calculate business rule for an Account which is planned like this - Look at the same intersections 12 months prior and see if there is data. If there is, use that value to set the value for current time period. If there is no data in that intersection 12 months ago, look for a value 24 months ago.I need to do this for just 1 account but different UD1 and UD2 intersections.I tried to use GetDataBufferUsingFormula and thought of looping through all intersections but DataBuffers give only those intersections where there is data.How should I go about this? 

Hi Team,Is there any update on enabling dropdown menus for multiple fields within the Table View?For example, if a user clicks a cell in the "Payment Type" field, it should display a relevant list for selection. Similarly, in the same table, the "Payment Card" field should display its own relevant list.Prior to LIM, I believe this list option was limited to a single field, achieved via the EnableStatus column functionality. However, when reviewing the LIM Tableview via Spread, it appears there is now a way to enable dropdowns for multiple fields.Could you please explain how this is achieved in LIM? Additionally, is there any documentation available on how to configure this for a user-defined tableview?Best regards,Sudhakar S

Hi there,I am programming validation accounts, where I compare various data points in my application.For example:Depreciation Balance Sheet - Depreciation P&L = 0I am using now the “Formula for Calculation Drill Down” to visualize the different data points which are used in the formula - so far so good.BUT - I would like to include the “plus” and “minus” signs to make it obvious how the system is calculating the different arguments of the formula.Do you have an idea how I could get that? It could be a text string in the field “calculation script” for what I care, but it would be fantastic to have the signs line by line.  

Hey Community!The other day I was troubleshooting a data import against a set of Cubes that were created in a v9.3 environment, where my Quick View was returning no records even after verifying intersections and confirming the “Load Complete” status on the import. Naturally I went to use the Data Records tool to confirm if the data was truly loaded but no records were returned in the Tool (which led me on a wild goose chase). Lo and behold, even in cases where there were definitely records in the Cube, the Data Records Tool returned no records. So maybe I missed it in the release notes, or maybe it’s just this environment, but is the Data Records Tool meant to work with the new VLWDataRecord tables?Thanks! 

Hi Team,I am facing an issue with Certify. if you notice in the first screen shot Fixed Asset function(workflow) is already certified. but when i input data at any other input form. after saving the form, then will click on Complete form. when we clicked on Complete Form system was Uncertified the Fixed Asset workflow Example:- Costing function (Workflow) for Non_Baan_Costing input form i have entered data and then clicked on Complete Form. Fixed asset got uncertified. Can you please check and advise on this issue   

I'm on OneStream 9.3. I'm trying to drive the contents of a Dynamic Grid from a Combo Box selection, using a delimited (piped) parameter to modify the grid's output. The parameter doesn't seem to resolve correctly once it reaches the grid.What I've tried so far:Template Parameter / Text1 / Text2: the piped parameter never resolves. The grid renders the Default Value instead. If there's no default value, or if the default value is itself a piped value, I get either the raw default or the literal token with the pipes intact, e.g. |!Parameter!|.Bound Parameter: I can retrieve the parameter's name via args.Component.BoundParameterName, but I can't find a way to get the value assigned to it, so I have nothing to filter my list against.Question: in 9.3, what's the correct way to read the selected value of a delimited parameter inside a Dynamic Grid business rule so I can use the value to manipulate my dynamic grid? Is there a step I'm missing in how the parameter needs to be defined or refer

Hello,I have an XFBR rule written in an assembly file in a dashboard maintenance unit that is under the default workspace, but not in the default maintenance unit.  When I try to call it using XFBR(workspace.Default.AssemblyName.BusinessRule, FunctionName,) I get an error.  If I build the same rule in a XFBR string rule under Business Rules it runs fine when called by XFBR(RuleName, FunctionName,).  Furthermore, I am not experiencing this issue for any XFBR dashboard string rule housed in an assembly in any other workspace.Is there a different syntax that is needed to call dashboard string rules that are in an assembly in default?As a note, the rule does not need any input parameters.Thanks,

I'm being asked to schedule an extract of the OneStream metadata.  I'm under the impression that this cannot be done using the Task Scheduler since an extract of metadata is not an option in Data Management.  Is this an accurate statement?  If this can be schedule, how so? Thanks!

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

Hi Community, Does anyone have guidance on the parameterization of date based on the workflow that is selected. It seems that below works for only upto Sep. Wondering if there is any other parameter I can leverage off to get two digit period code. Thanks,Thomas

I have an accountant that mistakenly sent out a few packets to our JV partners. Is it possible to recall these emails? 

Hi everyone, We need to automate user creation and security group assignments in OneStream using data from an external Identity system. I have two main questions: Is it feasible to fully automate this without manual intervention? What is the best way to implement it simply (avoiding heavy middleware)? We are considering two solutions: Just-in-Time (JIT) via OIS, and SCIM. Does anyone know how we can set these up? What is the recommended "standard" approach for this? Thanks for your help! Madiha

I have tried multiple ways:Literal Perameters, Column Formatting, Data formattingto try to format GridView cells.I have some decimal data coming over.  it is formatted as $#,###,0;($#,###,0);$0I cannot get it to Horizontal Align Center, Negative Text = Red. This is really agitaitng.  Trying to align my data, show Negative Values as Red.  Thank you in advanced

Hi everyone,I’m observing an inconsistent behavior during a standard OneStream Import (Bulk Load) and would like to check if anyone has faced something similar. We just updated to 9.3 Using standard Import (no custom Business Rules) Workflow is annual Loading multiple months (e.g., 2026M8 and 2026M9) in a single execution All dimensions are identical except Time and UD8 If I load the data below, only the -430K value is not loaded into the cube for some reason,-150k and 1mil are fine. However, if I run the same load a second time, the value is loaded correctly. 4 valid rows but only 3 loaded to the cube.If I remove the other two rows and do this, the data is loaded correctly on the first attempt. 2 valid rows and all loaded to the cube.If i do this, delete the S36 for M9, M8 shows correclty as well, at the moment i include M9 with S36 if fail again. In this design, weekly granularity is implemented using a User Defined dimension (UD8), meaning that the same week member (e.g., S36) can v

Our RCM Admin (not local) doesn’t have permission to update the reconciliation attributes. I read that it depends on her workflow access. Is this correct? Will she need to be a member of all of the workflow maintenance groups since she needs to be able to update any reconciliation attributes? If so, is there an easy way to add RCM Admin to all workflow maintenance groups?Thanks!