OneStream Platform Forums

Hi Team, Generally we can export the cube view to an Excel. But when we attached the Cube view to the Dashboard through cube view component. at the time we wont find the export option. Can you please advise us. how export a dashboard(Cube view attached to dashboard).

We used to be able to reference and retrieve the RPTA Audit Reports from the Guided Reporting Solution. After we upgraded the RPTA to Navigation Center, we are unable to retrieve the Single Journal Detail Report from the Guided Reporting or our custom homepage dashboard. See the prompt box displayed in the Guided Reporting when retrieving the Single Journal detail report:  

Hi Team,My validation step failed because the source mapping is missing for blank records. I attempted to add a mapping with (blank) for the source value and None for the target value, but it didn’t work. How should blank source values be handled in the mapping? Can you please help me with this if anyone face similar issue ? Thank you  

I have a bi blend based on cube view md. I have an issue with the Year total. The value is exaggerated as I have millions and not billions and because of this the height bars of the months is short. Does anyone have a clue on how to have the correct values?Thanks.

Hi everyone !We'd like to recover data in a date format using Quick Views.First step is to setup a CubeView that can recover this data. To do so, the CubeView setup is done in "Cell Type = Date " in the Data tab of the given line on the CubeView definition. Setup of cell type in CubeViewThen data can be correctly input in the CubeView:Possible selection when data is type "Date".This particular date is saved as 639,160,344,000,000,000 (numeric value) in the data base.Next step it to recover this data using the quickview, but I can't get the correct style. It seems that the data in Onestream is different to that of the Excel date style (Excel starts from 1/1/1900 as day 1).Set up of the style in a given quick viewDoes anyone know how to properly set up the style to recover dates using a QuickView?Thank youCarlos  

Hi all!  Anyone know of the best way to report on security changes made to an entity? I can't seem to figure out the right table or the right member property that shows the security updates made to a member so any direction would be greatly appreciated!  Full disclosure - also have a OS support ticket out there and patiently waiting :) 

Hi,I ran into an issue that a data buffer rule does not work in a workspace assembly but does work in the Business Rules area.  The data buffer rule is the one found in this forum topic and is relatively simple.  See link.Question: Is there an option to clear non-calculated data in a “bulk” (as known from hs.clear) other than looping through the data buffer and use “SetDataCell” (which has a higher performance impact)? The “ClearCalculatedData“ is not impacting input/imported data – right? | OneStream CommunityI have this rule in an existing custom calculate rule in the assembly and the rule fails to get the source data buffer.  I take this same rule and include it in a new Business Rule and it runs fine.Rules that work in the business rules should work in assemblies also. 

hi folks, does anyone know how I get one of these agents going? Our client has AI studio and is asking

I'm trying to help a user load some data for an LRP scenario, but the the years 2027 through 2030 are showing as read-only. All workflows are open, unlocked, and not started for those years, I am an admin, so it's not a security issue,  I created a quickview below to show the locked periods: Here's the settings for the scenario: When I look at the cell status for one of the read-only cells, I see this:   For extra information, my colleague did perform a DM job that copied data from another scenario into this one for 2027 - 2030 specifically, which are the periods that are read-only.  Any insight as to how to fix this so that users can enter data into 2027 - 2030 in this scenario? TIA, Louis

Hi ,We have DEV and PROD environment and we want users to have read-only option to cube views in PROD environment.  If we restrict the cube view group maintenance, users could execute the cube view  but not see how it defined. All options are greyed out like shown in below picture.Is it possible to have Read-only option for cube view in production?  

I've exported a configuration via Settings --> Configuration --> Export as denoted on the documentation page.  In my build, I've iterated through additional columns, accounts, formulas, etc.  The export appears to only include artifacts from my initial build and is omitting anything added after.  In the Configuration Header (see below), it's dated 5/4/2026, but I just exported the file today, 5/28/2026.  Am I missing a step or was this the intended design?  "ConfigurationHeader": { "ProjectCode": "PLN", "HelpAboutVersion": "PV900-SV120", "Version": "1", "ExportDate": "2026-05-04T13:10:33.8337549+00:00", "ExportedSchema": "plnb1", "TypeCode": "B", "TypeLabel": "Workforce Planning", "Instance": 1 },  

Hello, Trying to build a business rule to send an email once a button is pressed. The business rule that I'm trying to use is encrypted and I cannot get into it so I was trying to figure out a way to recall that business rule to check if a Lease change status to submitted. I read something about Referenced Assemblies, but I'm not fully sure if that's right or what I even code it as in my current business rule. This is the BR I'm trying to call into my current rule Thanks, Will

Hi,Anyone on Version 8 who's actually tried to use this 'enhancement' feature in Cube Views?  We requested this on Ideastream a long time ago with a lot of support. I can see this command is now available in the header format dialog; however, it would appear that the only thing it does is change the header from left justified to center view.  There does not seem to be a way to actually 'merge' column headers, despite the fact that it's called "MergeAndCenter". Even the system documentation appears to confirm this behavior. Someone please tell me I'm missing something here and it actually is possible to merge column headers, because we really really wanted this feature. Thanks

Hi,Is there a way to paste values from Excel into an empty cube view? I get read only cells with pink background. I tried already to use A#NoneAny help is appreciated.

Good afternoon,I'm encountering an issue and hoping someone could share how they've worked around this in the past.We have a task that runs over a finite number of Entities.  Historically the underlying Business Rule was kicked off via DM Step with Entity: E#Top.Base.  It's not exactly "Top" but something similar to hopefully capture all relevant Entities to this particular task.  The runtime was always a consideration as it also runs for all remaining periods within our current year.In an effort to reduce runtime we introduced a "Unique Entity" parameter.  This is defined by a Business Rule that runs and queries a source table to determine only the Entities that this particular task needs to be run on.  In practice this has greatly reduced runtime on the task.  Runs more than 2x faster.The problem:The source table that populates the list of "unique entities" is also updated within the same Data Management Sequence.  Something like:  1) Update so

 Hello OneStreamers,Good day!Could you please guide me on how to retrieve the Display Member Group for a UD dimension member?I am currently looping through UD1 members using a GetMembersUsingFilter function, and I would like to capture the Display Member Group associated with each UD member.Any guidance or suggestions would be greatly appreciated.Thank you in advance!

Is there an ability to organize a default order for the columns in LIM? I understand the user can customize the order, but we'd like to determine a starting order. Register Definition doesn't give the traditional arrows available to reorder. 

Hi everyone,I'm building a Balance Sheet report in the Text Editor. For various reasons, I have two separate CubeViews: one for Assets and another for Liabilities & Equity.I've placed both CubeViews inside a table within the Text Editor (one per cell, side by side), trying to display them in the classic balance sheet layout — Assets on the left, Liabilities & Equity on the right.However, I'm having trouble getting them to render correctly next to each other.Has anyone done this before? Is a two-cell table in the Text Editor the right approach, or is there a better/recommended way to place two CubeViews side by side in a single report?Any tips or examples would be greatly appreciated.Thanks! 

Is it possible to create rules in Visual Studio?

Hello,  I'm responding to audit requests regarding user task activities and found an active user which has no task activity logged. The user uses the Excel Add-in. What Excel activities are/aren't recorded on the Task Activity log? Is there a way to capture the Excel activities?  Thanks! 

I uploaded the XFJ Excel template with the "Balanced by Entity" Journal Type. However, OneStream set back the Journal Type as "Balanced" instead of "Balanced by Entity after I imported the template . "Is "Balanced By Entity" not the correct selection? Thanks,      

Hi,I can figure out how to solve problem with cell format in column ShowCurrency=True (in Cube View) to work in Excel export? Any ideas how to fix this? I want to have it both in Excel and PDF export.  In Excel formatting I cannot see any settings that I can use. Maybe some kind of combination in ExcelNumberFormat that can be used? Currency is depended on accounts etc. Thanks for your help,Pia

Hello, With the new changes to the Stage and Transform tables in v9.x there has been a change to the tables with a new RuleIdentityId identity field and a parallel change to the TransformRuleInfo object. Is there any documentation or best practices for how to use the API to handle this new parameter and ensure adding rules dynamically via BR adheres to the new identity field requirements?

Hi OneStreamI am trying to add an XFBR from Assembly using the guide ´, and have tried various ways. I tried Current, and even adding the WSMU, and the whole workspace name as well, but to no luck.The data management and the assembly are both in the same workspace/DMU. I believe I am missing the correct way to add the XFBR. Can you please advise what the correct way is? Appreciate it. Thank you.  

When I am in a Cube View Extender BR, how can I access the name of the cube view itself? Not the Title, Page Caption, etc., but the actual name of the Cube View. Thank you!