OneStream Platform Forums

What is your company’s policy for retaining monthly, quarterly and annual data in OS in historical hierarchies?Knowing history changes when you move entities around the hierarchy, I'm looking to see how other companies handle this. Appreciate your input - thanks!

Hi All, I would like to use parameter in my excel sheet which uses xfget function to retrieve data ; however couple of paramters work but movement I started adding more, e.g I would see Time value in entity drop down list. I tried in spreadsheet but it's working as expected but desktop it merges the value from multiple dimensions.Anyone knows is it a bug. I am using 9.2ThanksPranav

Hello, What is the best way to send data from OneStream to Snowflake using an existing SIC ODBC connection? Currently I am using SIC ODBC connection to query data from Snowflake and now I would like to send data back to Snowflake.

I would like to enhance our RCM / Account Reconciliation to support a more flexible and admin-controlled mass data load or mass updates capability using an excel or csv template.For large organizations, reconciliation information may need to be maintained across many entities, accounts, workflows, and periods. Manually updating records one by one can be time-consuming, especially during close or post-close review.Useful mass update areas could include reconciliation attributes, required fields, risk/frequency classifications, preparer/approver ownership, due dates, comments, and other reconciliation details.It would also be helpful for the process to include validation, downloadable error reporting, security controls, and an audit trail of loaded/updated records.This would improve efficiency, reduce manual effort, and support better control and audit visibility for larger RCM deployments.Thank you.

Hello ! I would like to bring some animations on my dashboard.Anything from animated gif, autoplayed videos, CSS code ... that could be useful !I have tried adding "file viewer" for an MP4 video but the "auto play" attribute doesn't seem to work. I've also tried animated gif, but these are not played as well.Do you know any ways to overcome static objects on the homepage ? Regards,

We are using v8.5 and inserting document variables into our Word document from a Named Range in a spreadsheet using the merge format option:{DOCVARIABLE "{XF}{Application}{File}{Documents/Public/Extensible Documents/Performance Reporting/MPR.xfdoc.xlsx}""ExcelNamedRange=CapInvGrp"\* MERGEFORMAT}The tables are formatted in Excel with column widths, shading, borders, numbers formats.In the Word document, we apply styles to these tables to correct the row height and spacing. One style applies to the headers (left aligned) and another to the value cells (right aligned).When an artefact is refreshed, the formats are maintained and shown correctly for all but the very last cell in every table, which reverts to the "Normal" style:The number style is set up with the “Style for following paragraph” option as the same style.Any idea why this happens and how we can correct it?  Alternatively, is there a better way to force the row spacing in the Word tables without losing it on refresh?

Hi If/when we are going to move to the browser solution, I would like to have my dashboard menu to be align to left. This is how it looks in the app:   This is how it looks in browser. It is OK that icons are in colors, but I can't align the text to left.  Component properties are the following (with no effect) Any suggestion on how to align it? Regards Ole 

Hi All, Is there a way to revert the workflow within the solution?We are using the workspace step, and we cannot revert to add more rows to the grid because it remains green once an import has started.Hope to get insights.Thank you.

Hi I am getting this error while processing calculation, and I could not find the cause of this issue.I have tried removing all my formulas and even filters just to check this but no success. 

Does anyone know where I can look to start getting a better understanding of automatically scheduled monthly reports or packages?  We have several Business Units that all look at the information a bit differently.   Any suggestions on what has worked for your Business Leaders in regards to what they see each month? 

Hello,I am evaluating OneStream Narrative Reporting and have a couple of questions regarding functionality compared to Oracle's reporting solutions: When creating a Narrative Reporting book, is it possible to upload an Excel workbook containing multiple worksheets and then reference individual worksheets/tabs in different sections of the book? From what I can see, there does not appear to be an option to directly reference specific sheets from an uploaded workbook. Does OneStream Narrative Reporting support opening and editing reports directly in Excel similar to Oracle Smart View? In Oracle, users could work with Narrative Reporting content through the Excel add-in. I have not found an similar capability in OneStream and would like to understand the intended approach. If these capabilities are not available, what are the recommended best practices for:Creating a book which includes one Excel workbook with containing multiple sheets that need to be distributed through different secti

Hi,Is there any way to retrieve the user and timestamp associated with a data cell via a Business Rule?I'm building a Business Rule to generate a file from cube data. To do this, I'm using DataBuffers, but the cell audit information is not available in the DataBuffer cells. Given the cell POV, is there any way to retrieve the audit information (user and timestamp) for that cell?Thanks.

We are on OneStream 8.5 using the People Planning Solution Exchange module.We have a Dashboard String Function (GetRegisterFilter) that returns a SQL WHERE clause for XFW_PLP_Register.The register contains an Entity column with valid OneStream Entity member names.Returning "[Entity] = 'USA'" successfully filters the register.We would like to replace that with the user's effective OneStream Entity security (including inherited access through parent entities such as EMEA).What BRApi function in 8.5 returns the list of Entity members a user can read, or checks whether a user has access to a specific Entity member?

Hi Team,did anyone as encountered the PBI reports which are Scheduled to refresh are failing after 2/3 successful refreshes with below error message.Error:“Data source error: The credentials provided for the OneStream source are invalid. (Source at OneStream url /.). The exception was raised by the IDbCommand interface. ” we came to know that in the recent Patch update, this is rectified but we are still facing the same issue.Thank you in Advance.

Hi I am pulling in data from UDI dimension that has multiple levels in the hierarchy. My UDI member retrieve is U1#|!ParamUD1!|.Children.Base.  The data is being retrieved as expected however the parent member is displayed in the top instead at the bottom, screenshot below. Has anyone any ideas how to display the parent member at the bottom. ThanksSam 

Hi all,If I enter data in an Input Form without saving and then navigate to another Input Form workflow step, the "The selected item has not been saved" warning message is displayed. However, Cancel does not prevent navigation and the unsaved changes are lost.I've tested several other navigation scenarios (changing period, scenario, entity, navigating to dashboards, cube views, or non-Input Form workflow steps) and in those cases Cancel behaves as expected and preserves the unsaved data.The issue seems to occur only when moving from one Input Form workflow step to another.Any ideas on how to prevent unsaved changes from being lost if a user forgets to click Save before leaving the Input Form?

Hi all, I am trying to use conditional formatting in a cubeview and color all of the columns but I want it based on the cell value in Col3, not its own cell value. I have If (CellAmount > 0) Then ReportBackgroundColor = Green --- but I want it to be Col3 cell amount coloring col5.   Is this possible?

It is possible to have several Rows in advanced dashboard layout. I have both tried to have Row Hight to * or fixed value. But I can not force a scrool on the rigth side.

Hi Is it possible to extract the O#DirectElim data in OneStream? I have tried this with CubeView and also data management extract job but nothing coming. I could get the data for O#Elimination and also in QuickView for this POV.  Thank you, PM

Creating a dashboard to allow select user group to see who has loaded data for forecast scenario.  Performed the following steps: Created Dashboard Group for TaskActivity Created SQL Table Editor to pull SQL TaskActivity. Assigned SQL Table Editor to Dashboard group Maintenance Unit is set to everyone for accessUser cannot access the report.  Is there a setting I am missing that allows the user to view the report We are on version 9.2.0.18004  

Hi All, We are using the OneStream 'cloud' solution with the desktop application required to be installed to access the OneStream functionalities. We would like to perform load/performance testing for the application with 250+ users to check its performace under the load. Have anyone done performance or Load or Concurrency testing for OneStream cloud application which is accessed through OneStream desktop application? If you have done this testing before, please share the performance or load testing tool and protocol used for testing the desktop application of OneStream with cloud solution. Your help will be much appreciated. Thanks!

I have a cube view created with a parameters for Scenarios called: Current_scenario and Prior_scenario.  BW and BW% are calculated within the cube view report.  Accounts are in the rows. Scenario in the columns. I want to create a Ud8 member that places a “Y” for accounts which meet a criteria for review.   I am new to dynamic calculations (be gentle).  I tried the scrip below but I don't think this is going to work.Dim selectedAcct As Member = api.Pov.Account Dim selectedScen As Member = api.Pov.Scenario Dim selectedTime As Member = api.Pov.Time Dim ParentRow As Decimal = api.Data.GetDataCell("T#[" + selectedTime.Name + "]:U8#None:S#"+selectedScen.name:V#MTD:A#"+selectedAcct.Name).CellAmount Dim ParentRow2 As Decimal = api.Data.GetDataCell("T#[" + selectedTime.Name + "]:U8#None:S#"+selectedScen.name:V#MTD:A#"+selectedAcct.Name).CellAmount Dim Result1 As String = "" Dim Result2 As String = "Y" If (Not selectedAcct Is Nothing) Then              If ((ParentRow-ParentRow2)>=100

Hi All. I am saving a data in register manually, but it won't push through. I am getting a new error I have not encountered before. Can you please enlighten me why I am getting this error? Thank you. 

HiI have an assembly1 with generic functionality which can e.g. be triggered via DMs in assembly1.I can see the DM in the task scheduler however I have not found a way to trigger it from another assembly2 via a button action ‘Data Management Sequence’. If I run it I get the error Unable to execute dashboard server task for component 'btn_...'. Data Management Sequence 'TEST_DM_IN_ASSEMBLY1' is invalid.Has anyone a solution?

Hi everyone, We have a requirement from our business users to make it mandatory to attach supporting documentation to certain tasks before they can be marked as "Prepared" in Task Manager. We reached out to OneStream Support, and they confirmed this isn't supported out-of-the-box. They did advise that we could accomplish this by leveraging Business Rules or Event Handlers. Has anyone in the community encountered this request and successfully solved it? If so, we would love to hear your approach. Specifically: Which Event Handler type did you find works best for intercepting a Task Manager status change? Do you have any code snippets for checking if a file attachment exists on a specific task? Are there any performance impacts or pitfalls to watch out for when implementing this? Thanks in advance for any insights or examples!