OneStream Platform Forums

   Use case: You generated several journal lines in Excel. You saved it as a CSV file, and the upload to OneStream failed. Here’s how to clean it up and get it posted.1) Paste your raw lines into Excel: Paste your raw journal lines into column A as above.Go to Data → Text to Columns → Delimited → Comma → Finish.You should now see the first column as H and the next two as D, D, with each field in its column.2) Clean the values (common blockers)ConsName must be a valid Consolidation member in your app (e.g., Entity or Local).Leave ParentName blank unless you’re 100% sure of the direct parent.Don’t type literal None unless it’s a real member; leave IC/UD blank or use your member when required.Make sure Scenario → Cube mapping matches your CubeName.If JournalBalanceType=Balanced, totals of Debits = Credits per journal.2) Save as CSV (UTF-8)Keep only the upload rows on the active sheet (no notes above/beside them).File → Save As → CSV UTF-8 (Comma delimited) (.csv).

Dear all, Could you please advise how to show content of certain Text field of Entity dimension in cube view?  

Dear all, Could you please advise is it possible to configure automatic e-mail notification about users' activities in OneStream (in order to have up-to-date information about changes in data? 

Hi team,is there a way to get the children of a member above the its row with expandable and collapse option.I know we can use the TreeDescendantsInclusiveR but we are not able to have an option for expanding and collapsing the hierarchy for example I want the expandable option on BUYBCK_MGN with expanding above in the following image   

"Creation application Database" option is freezes in our cloud application and I've admin access. Is there any privileges I need to create app db?    

Hi, I wanted to ask about the OneStream guidelines for an acceptable proportion of zero cells. I remember reading something a few years back about a suggested maximum proportion, but I can't find that info now.I know it's important to minimize zero cells and that there are ways to do this, like using the RemoveZero command in formulas. I also get that the proportion of zero cells is just one part of the overall system performance.Could you share the specific proportion of zero cells to total cells that would typically trigger further investigation? Also, what threshold would indicate that I'm in the clear?I have one client with an existing implementation where zero cells make up about 20% of the total data cell count at the total entity level for Actual. Is that a reasonable proportion?Thanks

Hi, In our application, we uninstalled and re-installed Cloud Administration Tool, after did this trying to compile CAT_executeCopy while doing this getting validation errors.  My concern is after uninstall CAT, is it mandatory clear CAT_executeCopy rule as well?

Hi all, Within our application, we have a requirement to be able to do restructurings. This means, on date A, a legal entity is owned by holding A, but on date B, it moves to a different holding company and is then consolidated under that holding company. Has anyone got this working, and if yes, could you share how? What I am running into right now: We can leverage org-by-period settings, but in that case for example opening balances become 0. Plus there is the complexity that you have to set the scenario consolidation view to Periodic, which brings challenges in rolling forward balances where there are no movements. This also means we cannot keep the consolidation setting to standard which means the performance is degrading significantly.  So the question is, did anyone get this scenario workign, and can you share how? This would be grately appreciated! With kind regards, Tim Vierhout

I'm struggling with something elementary here. I can't seem to properly reference a business rule in my data managment step. I've tried a couple of options - explicit workspace name and 'Current' which should both work, but I consistently get the error:Error processing Data Management Step 'MyDMStep'. Business Rule 'Workspace.MyWorkspace.MyAssy.MyBR' is invalid.orError processing Data Management Step 'MyDMStep'. Business Rule 'Workspace.Current.MyAssy.MyBR' is invalid.Using that name as a reference, this is how my App Workspace Heirarchy looks:Anyt input would be greatly appreciated!

Hi all,Trying to delete an unnecessary member from the metadata but it won't delete due to 'existing' data.  There isn't actually a value where it says a value exists but OS believes there is data there in currencies that are non-local.I've tried the DM Clear Data job but it only seems to see the Cube, Entity, Time periods and Scenario.  It appears to ignore any other dimensions specifications I include in any of those filters (i.e. additional UD dimension specifics).  Which makes it too broad for our requirements.  Tried to test this and even though the DM job succeeded for that cube/entity/scenario/time period, it STILL thinks there's data there and won't allow the deletion of the member.Hoping someone out there has run into a similar situation and has some suggestions to offer on how to truly clear a member completely so it can be removed from the metadata.  Thanks

Hi OneStream Team,I’m gathering insights on trend analysis capabilities across EPM platforms and would love to understand OneStream’s differentiators. Specifically:What capabilities does OneStream offer for trend analysis, such as predictive forecasting, scenario modeling, and visualization?How do these features compare to those offered by other EPM solutions like SAP, CCH Tagetik, and others in the market?Could you please share any relevant materials, documentation, or best-practice examples demonstrating OneStream’s approach to trend analysis? If you have comparative insights or vision statements (e.g., an “Art of the Possible” deck), that would be extremely helpful as well.I love the Genesis topics on this one, but I am looking for the official OneStream position.Cheers

Hi, Is there any option to freeze column in cube views? one of our report has column called it as "Grand Total" so we want freeze this column.

I accidentally deleted an entire cubeview when trying to delete a row within.  Is there an easy way to recover cubeviews or does the entire platform need to be rolled back to a time before deletion?   

Dear Users: I had just one user who was not able to get their instance of Excel Add-in 8.4 for various workbooks. However, if the very same workbook was emailed or shared with another users it worked just fine.  The main issue is that the user could not "REFRESH" the sheet. Eventually, the Excel add-in started to work.  Has anyone experienced this in the past?  What was the solution? This is the error message: Description: Object reference not set to an instance of an object. Error Time: 1/17/2025 5:49:51 PM Error Level: Error Tier: AppServer User: xxxxxx Application: OneStream_Prod App Server: vmPRD1int000001 App Server Version: 8.4.0.16413 App Server OS Version: Microsoft Windows NT

Managing Sold Entities Without Losing Consolidation Results.Hi Community,We’re looking to hear how others handle this in OneStream:When an entity is sold in a specific period (e.g., 2025M5), the requirement is to:✅ Retain its posted journal values in group consolidation❌ Prevent any further use of the entity (journals, data loads, forms)The challenge we've encountered is that setting In Use = False — even after journals are posted and consolidation has been run — can cause OneStream to drop that entity’s data from the group during future reconsolidation. This results in the loss of valid P&L impact from the sold entity.Our workaround:Keep In Use = True for the sold periodUse workflow locks and security restrictions to block future changesOnly set In Use = False once everything is finalized and locked💡 Feature Suggestion:It would be incredibly useful to have a system property or override flag that allows us to:Set In Use = False to fully disable the entity in the workflowStill reta

An advanced customer has many Cube View reports using parameters that I cannot locate anywhere in their application. -They parameters do not appear to be part of any XFBR because there are no BRs being used in the CV report. -They parameters do not appear to be part of a bound parameter or linked cube view as I extracted all reports and performed a lookup and I wasn't able to locate them. Here are some examples: |!account!| |!entity_Var!| |!scenario_Var_2!| The odd thing is the parameters worked in my local application. The prompt the report gave when running is simply “account” for the Account-related parameter. Has anybody seen these before? Are they system generated?

Hi, I have recently reduced a PROD data table by several million rows but the Allocated table size has remained largely unchanged, as the reduction in the Used portion has just shifted to an increase in the Unused portion and the elastic pool usage has also remained unchanged. I'm assuming that if I run an app copy of PROD into DEV then OS will try to copy over the entire elastic pool size rather than differentiating between what is Used and Unused and only copying over the Used portion. A shrink and reindex has been suggested as a solution to reduce the Unused portions but I have been advised that running a shrink is a risky move as it can cause performance issues. I therefore wanted to check whether a shrink and reindex in the PROD environment, at least during monthly maintenance, is widely used and generally benefits the environment rather than being detrimental to it?

Hi community, Have you experience users reporting Excel Addin Ribbon disappearing from the Excel Menu ? The problem behavior is:  User reports that OneStream Excel Add-in disappeared We are able to mark it as enable again After some time the add-in gets disabled again for the same user We have tried to reinstall OneStream Excel Addin, and the add-in get enabled, but it disabled itself after some time. Users use different ERP Add-ins, it may be a compatibility issue, have you any remediation for this cases ? Regards!Carmina

Is there a syntax to lookup the description of an entity that is NOT the pov entity?  In the example below the pov_entity is XXXXXXX_Canada, but the entity I want to pull a description from is 00250.  I am writing a rule in a ud8 member to try to pull this.Thank you,

Has anyone tried or had experience creating a report book for application reports? basically what I am trying to do is to create a report book to run for the Data entry audit(single user) report, when running the report book, it will loop through specific Users for "Actual" Scenario, and for time period by quarter instead of month. right now with the default set up of application, if I want to run this report for multiple users and multiple period, it's a very manual process so trying to see if there is a better way of doing this.   Thanks!

Hi all, Does anyone know if the standard OS security audit or application dashboard reports present a way to determine all of the objects within a OneStream application where a particular Security group is used?For example - let's say I have a grp called "E_WF_specialUsers" and I want to better understand where this group is used within my application (i.e. is it attached to the display group of certain user dimensions, or account members, or workflows, cube views, etc.). I can't seem to find anything that does this within OS but want to make sure I'm not missing something here. Thanks in advance, K.

Hi all,it's not clear to me the meaning of the Culture field in User's configuration.I thought that changing the culture (eg: from English to Italian) would change all the "core" labels of OneStream (I mean menu options, labels, etc...).Instead, looks like that everything keep on being presented in English.Is this right or my (local) installation is missing some package/configuration ? Thanks

Hi,through XFString I am able to get a string defined in the same Maintenance Unit (or in another MU of the same WS).Looks like is not possibile to grab the String from another WorkSpace, even if it's marked as "Shared".Am I right or am I missing a clue ? ThanksFabioG

Hi,         I am trying to build a Drill back functionality in one of data source connector business rules. I tried looking into One Stream reference guide on Data Source connector business rules and I found below reference for nested Drill back functionality. But practically when I tried to drill back on a drill back detail row, OS returns following message. The click on the drill back is not even calling the connector business rules any more. Can someone help me with the ways to code with nested drill backs. I tried to follow the examples from Golfstream application. Private Function GetDrillBackTypeList(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal args As ConnectorArgs) As List(Of DrillBackTypeInfo) Try 'Create the SQL Statement Dim drillTypes As New List(Of DrillBackTypeInfo) If args.DrillCode.Equals(StageConstants.TransformationGeneral.DrillCodeDefaultValue, StringComparison.InvariantCultureIgnoreCase) Then '

Hi ,Good Day!I'm currently building a dashboard in OneStream that allows users to select all possible points of intersection for dimensions and their members. Once selected, they can click a button to export the data to a file share using a Data Management export sequence. This part is working well, and the dashboard is complete.Now, I want to enhance it by capturing user details (who entered the data) and the timestamp of when the data was entered for each point of intersection. I'm wondering if there's an existing OneStream Marketplace solution or feature that supports this kind of tracking and logging.Has anyone implemented something similar or come across a solution that could help with this?Thanks in advance!