OneStream Platform Forums

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,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! 

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! 

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!

Just looking for an Application database data model,  to help figure out how tables join together. Has anyone come across such a document, or created one that wouldn't mind sharing?.   I have never found one in the OS documentation    

  Hi Is it possible to change the blue, green and red color? Is it possible to add a value     

Stop Fighting Your Equity Translation — Let HSR Do the Heavy LiftingA 5-minute read for anyone who's ever stared at a CTA movement and whispered: “Where did that come from?”_____________________________________________________________________________The consolidation problem we all knowIt’s day 4 of close.Consolidation runs clean. FX looks fine. Then someone opens the equity rollforward.“Why is acquired share capital moving again?”The entity was acquired years ago at a historical acquisition rate, but the system is retranslating equity at current closing FX every month.CTA absorbs the movement.Auditors ask questions.Finance posts manual journals.Everyone loses time.This is the classic Historical Spot Rate (HSR) challenge.The design principleThe goal was simple:Freeze selected equity accounts at acquisition FX rates while keeping the standard OneStream Software translation engine intact.No new cube.No custom dimensions.No complicated override framework.Just:metadata tagging,controlled F

Hello!  We have a missing underscore in a combo box and I'm not exactly sure why... Here's what shows:  Here's how entities are set up:  Anyone see this before? Seems related to this one which says it's resolved in 7.1.3 but I'm not seeing that: Underscore in member name not displaying in multiselect listbox | OneStream Community

While building the hierarchy using codes, In the Entity Dimension hierarchy "EntityH1", I have a base member as "MyBase". Below code is successfully creating a new child member as "T2" under Parent "MyBase".I am able to set the Text1 property. Can please some one help to suggest how to set Currency property to select a particular currency (Let's take "SGD")'Set the Dimension Type as EntityDim objMemberPk As New MemberPk(DimType.Entity.Id, DimConstants.Unknown)'Update Dim Name accordinglyDim objDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "EntityH1")'Create New MemberDim objMember As New Member(objMemberPk, "T2", "T2 Entities", objDim.DimPk.DimId)'Create VaryingMemberProperties objectDim objProperties As New VaryingMemberProperties(objMemberPk.DimTypeId, objMemberPk.MemberId, DimConstants.Unknown)'Create new member info object for new memberDim objMemberInfo As New MemberInfo(objMember, objProperties, Nothing, objDim, DimConstants.Unknown)'Modify some member properties

I have created a quick view template file, but each time I launch it, the font gets changed to a light gray. This obviously makes it difficult to see and I need to reformat it afterwards. Here is a sample: My QV has "preserve excel formatting" enabled, so I am uncertain what is causing a formatting override. I have tried different primary styles, but it does not stop the format from overriding after closing and reloading the spreadsheet. Here are my options: Has anyone else experienced the same issue or have any insight into how I may fix it?

Hello, I'm trying to pull in the certify comment section when a user clicks on the "Set Certification Status" button. We currently are using the Workflow Event Helper to send the email when the certification is set to In-Process or Certified. Dim oEntityList As List(Of WorkflowProfileEntityInfo) = BRApi.Workflow.Metadata.GetProfileEntities(si, oWorkflowInfo.WfUnitPk.ProfileKey) emailTo = BRApi.Finance.Entity.Text(si, oEntityList(0).EntityMemberID, 8, False, False) emailBody = $"[{si.AppName}] - Status Of {sWFProfileName} WF | {sWFScenario} Scenario For {sMonth} {iYear} was changed To {If(oWorkflowInfo.IsCertified, "Certified", "InProcess")} By {si.UserName}" emailSubject = $"FM Task: {sWFProfileName} Certification Status has been changed to {If(oWorkflowInfo.IsCertified, "Certified", "InProcess")}" FBR_ConnectorLibrary.emailSend(si, emailTo, emailBody, emailSubject, emailBody) Thanks, Will

I'm trying to call a helper BR that I wrote to pull in two variables to denote our environment, but I'm getting an error message saying the extender business rule.MainClass is undefined. Background: Our GL has three environments, Dev, Prj (test) and PRD.  As we promoted projects up in OneStream, I have to edit the BRs to reference the different environments.  It's a pain when it comes to the SQL because the environment is part of the tableName.fieldName. Goal: to have one helper BR that has the environment variables in it and all other BRs reference this rule so I no longer need to edit them from environment to environment.  The helper rule in DEV would reference the DEV tables, the helper in PRD would reference the production tables, etc. 'test code to pull in environment variables from a Helper 03-05-2026 'Define reference to business rule Dim JDE_EnvironmentHelper As New OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass '<

Hello,  When we refresh a lower environment from our production environment (app copy), the target environment's System Parameters/Secrets are refreshed from the production System Parameters/Secrets. These secrets contain connection strings to another platform and are environment specific. They must remain static. (Fortunately, I export them before a refresh and then re-import them after.)   There must be a better way! Does anyone else have this issue? If so, is exporting/importing the System Parameters the only way to keep System Parameters with their correct environments? Thanks!