OneStream Platform Forums

I am relatively new to OneStream and have recently taken responsibility for managing the platform within our organization. As I look for ways to improve the user experience, I feel our current reporting structure may be excessive. We currently have more than 90 reports available to users, including approximately 30 budget reports alone.  The data is basically formatted differently in each report (ie Monthly, YTD, FullYear)  I am curious how other organizations manage and govern the Reports function. How many reports do you typically make available to licensed users, and what best practices have you found for balancing user flexibility with report standardization and simplicity?  

Issue Description: The report displays data correctly for the user who developed it. However, when accessed by other users, the report appears blank and does not return any data. The following validations have been performed: The affected user has Administrator security access. Access to all dimensions used in the report, including the Cube View report, has been granted to Everyone. Relevant data is available for FY2027. Despite the above validations, the report continues to display data only for the developer and remains blank for other users. Further investigation is required to identify the root cause. Attached the screenshots for reference.Kindly suggest a workaround. Thanks!  

I get the following error on version PV910 SV100 on a 9.2.0 install when running the Dashboard Maintenance Audit reports for Parameters, this one is for the Updated report.There was an error processing report 'rpt_DashboardMaintenanceUpdated_ONC'.Error processing DataSet ‘DashboardMaintenanceUpdated’. Error executing Workspace Assembly Service class ‘Workspace.ONC.Assembly_ONC.ServiceFactory.The conversion of a nvarchar data type to a datetime data type resulted in an out-of-range value. And the Assembly is encrypted, so can't take a look under the bonnet.Any ideas? 

Dear community, I currently have an html document which is located in the file Explorer under "Documents/Public" folder. I am trying to get this HTML document to be presented into the components, embedded in a dashboard. However, with either a Web Content component or a File Viewer component (which will pinpoint to this specific file in Application Database File, as soon as I open the dashboard, it will load the html page into my default browser... I am using OS v8.1 ... is it a known bug or the expected behaviour ? What is even more strange, directing the Full File Name to a URL will correctly open a document in a dashboard ... Regards,

Hello, our company recently adopted OneStream for our account reconciliation tool. Our current process is that the account reconciliations are tracked within excel.  My current issue is that for one account, I am reconciling multiple entities within one excel document. I want to be able to integrate these T-docs within my excel file for easy upload to OneStream. Whenever I do this for one entity, it seems to work well. However, if I add multiple T-Docs, OneStream seems to only pull the first T-Doc within the file instead of looking at the unique identifiers to pull the correct T-Doc. Is there a solution to this? Thanks!

Hi Team, I need your support regarding an issue I am facing with the dashboard-driven data clearing logic. Requirement:When specific Dimension/Members are selected in the dashboard, the attached code is expected to execute in Preview and Clear modes to remove the corresponding data. Issue Observed: The code runs successfully during execution. I can see the log message indicating that the data is “cleared.” However, the actual data is not getting cleared from the system. This suggests that while the process is triggering correctly, the clearing operation is not impacting the underlying data as expected. Could you please review and provide your suggestions on what might be causing this issue or any potential gaps in the approach? Let me know if you need additional details or logs from my end. Thanks in advance for your help. api.Data.SetDataCell(memberScript, amount, isNoData, isDurableCalculatedData) Imports System Imports System.Collections.Generic

I am unable to delete a Cube Root workflow for AOP due to an issue related to a workflow profile.The error occurs whenever I attempt to delete the workflow profile.I have already reset the scenario, checked all the data record tables, including the DataUnitCashStamp table, and even used a Custom Calculate BR to set the entity value to 0.I suspect that a form associated with this workflow profile was completed previously, and its log or reference still exists somewhere. Despite thorough checks, I am 100% certain that there is no data associated with this entity in any table.How can i delete the log associated with this workflow profile so i can be able to delete it  ? I need to merge AOP and Forecast under the same suffix in the cube property, unless I can delete that workflow profile, i won't be able to do that. I appreciate the help !! 

Hello to everyone. Does anyone know how to build in Excel Add-ins for Task Manager? Our OneStream version is 8.2.2.16127? Guidance for this version provides the step-by-step instructions how to set up Add-ins for Word and PowerPoint, but not for Excel Add-ins.  Our Task Manager version is PV800 SV100. If to be very specific, we are looking for the opportunity to install Excel Add-Ins to link the preparation status from excel file to particular task in Task Manager. For example, if we have the excel file somewhere outside OneStream (on Sharepoint), and when the work done inside this file, we can push built-in "Complete" button in this file. The completion status from this file automatically forces the change in the preparation status in Task Manager for this task, which is linked to this file through the action type functionality in Task Manager.  Does it sound real? Could it be potentially implemented from technical point of view?   Thank you in advance fo

Hi there,I'm working on a client using the version 8.5.2 and I'm trying to use the Dynamic Dashboards functionallity to modify a property from a SQL Editor Component.The purpose of this logic is to set a dashboard in "ReadOnly" mode when the parameter is set, and in this case, the read only mode I want to achieve is by setting "ShowDataManipulationButtons = False".The BR logic used is the following:If Component.DashboardComponentType = DashboardComponentType.SqlTableEditor ThenDim sqlDefinition = XFSqlTableEditorDefinition.ReadXmlString(si,Component.XmlData)sqlDefinition.ShowDataManipulationButtons = FalseComponent.XmlData = sqlDefinition.WriteXmlString(si)End If I have checked that after this point the component XmlData has changed, however, despite returning the modified component, the changes as not being displayed in the dashboard.If instead of modifying an SqlEditor component, I change any property on a Button component, the changes are being displayed correctly. Is this

I've been going through some training material on DCS for a use case that requires frequent changes in a dimension (UD3 - SKU). Because of this, I'm considering dynamic dimensions where the SKU can be written and generated via code. Unfortunately, I haven't found anything that supports writing data from a cube view. I've only found material that says the "Dynamic Cube" needs to have the share and edit feature turned on.Question - Is it even possible to create a cube, use a dynamic dimension as one of its dimensions, write allocation calcs to allocate data to SKU level and be able to modify that data using cube views?If not, what is the best way to handle this use case without having to create another non-dynamic SKU dimension.

Hello,We are experiencing an intermittent Genesis error.All default values appear to be correctly configured, but the error is triggered for some users and not for others, even when they have the same security roles and access rights. The issue is also not tied to a specific report, as it can occur on different reports depending on the user.Has anyone encountered a similar issue?Example error message:We also noticed that when we remove the link between the Content and Main workspaces, the issue is resolved. However, this workaround does not work for all affected users.Thank you for your help.

Where can I download CPM Express? I checked the Marketplace but couldn’t find it there. Is it available for partners yet?

I have a situation where I'm trying to load trial balances from QuickBooks. The source file I'm receiving has three comma-separated columns - Account+Description, Debit, Credit.QuickBooks has a quirky output format where some debit balances are shown as "$-" (presumably to represent 0.00), leaving the credit column blank.  If there is a credit value in the credit column, the debit column is blank.  This is messing with OneStream's numeric processing of the Amount column when Amount is mapped to Column 2 (Debit column). It is rejecting the "$-" field values and the blank field values as Non-Numeric Amounts (verified in the XFL log file for the load).I can successfully replace '$-' with 0 using the Substitute Settings in the data source's Amount dimension, but I cannot figure out how to replace 'no value' in the Debit column with 0 (so that the valid Credit column values don't get skipped).  I'm using a Parser Business Rule to return the net amount (debit column 2 minus cr

I’m working on a Cube View where one of the rows is a calculated row (using CVR / GetDataCell to derive the value from other rows). The users want to be able to enter comments directly in the Cube View in a column that appears “in front of” (or next to) this calculated row.Has anyone implemented comments or text entry against a calculated row like this?Specifically, I’m trying to understand:Whether it’s possible to add comments to a CVR-based calculated row (where the numeric data is not stored, only calculated at runtime).If not directly, what design patterns are recommended?Any examples of Cube View layout or member/filter tricks that let you show a calculated row and a comment entry cell side by side for that row.Environment is OneStream version 8.5.3, and this is a standard Cube View used for reporting (not a custom dashboard).Thanks in advance for any ideas or examples.

In LIM WF model, I have created register with only 7 fields, Start Date, End Date, Entity, Employee id, Position id, FTE and Base Salary.Created two accounts FTE and Base Salary to copy data to people cube.Now when I am trying to add row, it is not adding any data in but its not showing in register. If i check database table I can see data.Earlier I have uninstalled LIM and WF multiple times to check if the issue gets resolved but still in same place. Any help will be good.  

Is there an interface from Dynamics 365 into OneStream?  I have seen some comments mention direct connection with D365 using oData API.  We have several business units across the world that will need to push month end data from D365.  Is there a way they can just push the data from their end or would it have to come from OneStream to get the data?

What does this error mean?   It is a new Genesis instance, with only the menu and one link to existing dashboard. Regards Ole 

Hi,I need to check in a Table View if certain column values are dirty and I've noticed that when you call the IsDirty() function on any decimal type column (and this only happens on that type), it always returns 'true' even though no changes took place.Because of this i need to manually parse the value and check if the originalValue is different from the current value.At this point I was wondering if this behaviour is intended or not, it seems odd that IsDirty() returns the correct value for every type of value BUT a decimal one.Any clarification on this matter is appreciated, thanks in advance. 🙂

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.

Hi Folks,  Wondering if anyone has built a BR or query to compile a list of Users and their Default Home Page.  I know its in the UserAppSettings.xml File within File Explorer under Internal/User, and you can set individuals through the Admin Solution Tools, however I have not found a good way to See what is already set without going to each user individually (that would not be very practical). Appreciate any help! Stephanie

Hi there,We have one Business Rule that reorganize some security groups adding/removing Parent Groups based on a certain hierarchy, however, we are facing the issue that when the user executing this Business Rule belongs to a group that is being reorganized, we get the following error message:"Security Access Error. You cannot add/remove yourself or a group that you belong to or an Administrators group to/from the current group."That error is perfectly reasonable, but we need to find a way to bypass that.In other softwares exists the possibility to execute a Job as a different user (usually non-interactive) which has the required security configuration to ensure the process is executed successfully.How can we achive that same result in OneStream?Thank you!Bests,

Hi,I am using OneStream version 8.2 and the Excel Add-In with a workbook that contains XFGetCell formulas. The workbook retrieves data successfully, and Refresh Workbook works as expected.However, the Calculate, Translate, and Consolidate buttons in the OneStream ribbon are disabled (grayed out). I am logged in successfully and can retrieve data through XFGetCell formulas, but I cannot perform any processing actions from Excel.Could anyone help me understand:What conditions must be met in OneStream 8.2 for the Calculate, Translate, and Consolidate buttons to become enabled?Is there any way to trigger Calculate, Translate, or Consolidate from Excel when working with XFGetCell-based templates?Thank you! 

Hi Folks,  Wondering if anyone has built a BR or query to compile a list of Users and their Default Home Page.  I know its in the UserAppSettings.xml File within File Explorer under Internal/User, and you can set individuals through the Admin Solution Tools, however I have not found a good way to See what is already set without going to each user individually (that would not be very practical). Appreciate any help! Stephanie

Our users are wanting to know how many applications are in each environment, then show the applications under each environment by clicking on the environment, plus the ability to enter a comment next to the application. Similar to the Cloud Admin Tool, Applications on top, user would click the environment, the grid would then show the applications. A text field next to the application name where they could input a comment. Any thoughts on how this could be done? Appreciate it in advance!

Is there any way to calculate Headcount where I will use start Data and end date of Current period. If the difference is more than 1 then my HC is 1, I cannot use current period end date in Formula, I tried IIF (DateDiff(month, start date, Current Period)>1,1,0) but it is not giving me any result