OneStream Platform Forums

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  

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!

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? 

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

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.