OneStream Platform Forums

Hello,To standardize the look and feel of my dashboards, I would like to create a reusable dashboard template for a toolbar. The Menu component seems well suited for this purpose. However, some actions (for example, Save) cannot be defined at the menu item level and are only available at the menu component level.As a workaround, I am using Event Listeners: each menu item sends a parameter value, which is then used as the Event Listener name. This allows me to have one menu item that performs a Save action, another that launches a business rule, another that opens a dialog, etc.This approach works fine until the Custom Control dashboard is embedded in a Dynamic Dashboard. The issue can be easily reproduced by embedding the dashboards described in this blog post into a dynamic dashboard.Any help or guidance would be greatly appreciated.Thanks in advance.

I'm trying to do a Composite Rule to Bypass an account if it's part of a specific Scenario?  Can you use Scenario as part of an Account Composite Rule?  This is my statement "A#[525300]:S#[Budget_Dist]" that isn't working.

Hi, Did anyone implement event-based scheduler through workflow event handler. We have a business rule to extract Chart of Accounts for a Parent Member. This extract needs to be done only after the period close. We need to implement an event-based scheduler where the extract should be done after the period close automatically. 

Hi Folks,  Wondering if anyone has any use cases for the Exclusion Groups. How did you use, what quirks did you run into? Does anyone have any documentation on Best Practices?  (Other than the knowledge article in ServiceNow). Thank You!

I inadvertently deleted a member in UD2.  How can I add it back?

hi folks,When trying to edit some new blocks I've added in Genesis, I'm getting the error "Unable to find the Workspace Assembly Service Factory class for name 'WSMU' in Workspace 'Genesis' and Maintenance Unit 'X'"any idea why? I'm getting the error when i try to load a 'cube view basic' or 'embedded label' so far, in a card in a row in an advanced formatting block

Dear community, I was reading the documentation about cube view services, which implies that the dynamic cube views that are accessible by Dynamic Cube View Services need to be in the same workspace. Do you know if this is mandatory to have dynamic cube views in the same workspace (as it seems a like a real issue in production) or is there a workaround to address dynamic cube views that are outside of the assembly's workspace ? Many thanks,

I am trying to submit zero via excel add-in using XFGetCell formula into MTD/periodic view.  Excel/Spreadsheet does not seem to allow it.  I can put in zero into the same POV via a data form. The only workaround I have is to submit a 0.0001 record into OS via excel XFGetCell formula instead.   Is there any proper change in setting that would allow me to do this?  

Hi All,  I am trying to extract the annotations uploaded by our entities by creating a cubeview. I entered all relevant POV information in the cubeview, however, no annotations show.  Does any of you have experience with extracting annotations via a cube view? 

Hi everyone, I’m hoping to check if anyone has experienced something similar. We have a dashboard that directs users to folders in File Explorer. The navigation itself works as expected and correctly opens the folder location. However, users are experiencing inconsistent behavior when trying to open files from there — sometimes the files open normally, and other times nothing happens (no error message). If users navigate directly through File Explorer and open the same file, it works without any issues. This is happening in the OneStream Windows desktop application (not browser), and permissions don’t appear to be the issue since access works normally outside the dashboard. Has anyone encountered similar behavior when launching files from a dashboard? If so, was this a known issue or did you find an effective workaround? Appreciate any insights — thank you!

Hello everyone,I’m encountering an issue with Hybrid Scenarios: I’m trying to copy data for a single period only. While I’ve successfully managed to copy Local data for that specific period by updating calc status, the results become inconsistent from Translated up to Top.To align the data from Translated through to Top in the target scenario, I currently need to run a Force Consolidate. However, doing so also brings in data from previous months, which is not desired.Has anyone faced a similar issue or found a way to restrict the consolidation to a single period without impacting prior periods?Thanks in advance,

Hi All,I have a cube view with a set of parameters as a member list. I attach the CV to a form template and override the cube view parameters by using the 'cube view parameters' feature in the form template.As an administrator, I can see the filters I added in the drop-down list, but for the end-user, it is completely blank. (See photo). All dimensions displayed are set to everyone, including templates, cube views, and workspaces. What is causing the issue? In 9.2, the members do not appear in the member list. 

In our first workflow step, we set the value of a literal parm using dashboard extender and then in next step use that parm in a DM job to export data based on that parm value. On windows client, our DM job works fine but when we try it on web, it does not find the value of the parm and errors out.  Can someone please share any experience with this kind of setup and how to make it work on web?

I'm working through a proof of concept for Workforce Planning, which is driving the addition of new Register Fields after the initial setup.  I've added some new fields, but they do not display in the Register.  Am I missing something simple or is this expected behavior?  If it's expected behavior, then that would imply I need to do a complete rebuild (I know I can use import templates).  

Hi All,Have anyone of you explored the use of AI tools like Claude to speed up OneStream build? If so, can you share the experience?In one of my recent project, I had to reverse engineer 100s of Business Rules for documentation purpose.  By using CoPilot and Github, I was able to reverse engineer BRs in documentation format in few hours which would have been very painful otherwise and would have taken weeks to do so.Would love to hear how the ongoing excitement (or hype) around AI-led accelerated development can potentially help with OneStream build.Thanks.

I have a cubeview with a header row returning no data for all my time period columns (correct) but returning (100.0)% for columns where I'm calculating percent variances. Is there a way to make those columns blank as well for my header row?   

Good morning all, i've been asked to add some customer satisfaction values to our reports and its just a score out of 5, this works fine for base entities but I really need to parents to be an average of the base Entites that have a value. Is there a way t achieve this? appreciate your time. Tad      

I have created a folder under application database in File share, I am trying to rename the folder because of some requirement changes, is it possible to update the folder name? Or even update the file name inside that folder?

Hello All, Is there a way to obtain hierarchical view of dimension(s) in BI Viewer components (like pivot grid) when you use Cube View MD as a source ? In other words not to have all members of dimension(s) as flat but still to have the parents of the dimension displayed as totals (as it would be displayed in a CV) Thank you Matthieu

We have been using the onestream REST api for a couple years now. In the past we had been using Open-ID-connect (OIDC) to authenticate against an Azure AD ("Entra") directory, and then generate reports from cubeviews or data adapters. During our current upgrade to v8, we started receiving lots of mixed messages from onestream employees about whether OpenID is still supported.  I'm assuming that the OS support team knows what they are talking about, but it seems to contradict the docs in substantial ways.  Moreover, it contradicts common sense. What they are telling me is that in the "hosted" version of Onestream v8 on Azure, we are NO LONGER allowed to use OIDC to authenticate a service principal (app registration) and connect to the REST api.  Instead, they are saying that a new engineering team at onestream (called "OIS" team?) have rebuilt the authentication layers and they removed OIDC support in favor of PAT tokens.  Supposedly the PAT tokens are the only way t

I am trying figure out how to make a dashboard page show up by default when a user signs into their application. Does anyone know how to accomplish this?

Hi, We have a few accounts that contain stored formulas. These accounts contain formulas that reference another Account and Parent entity and it stores the result at a Base Entity. Below formula is for an account that has a formula pass 4. We are storing the result in "BaseEntity" and calculate Account1 by looking at OPEX at a Parent Entity. Obviously, since it is referencing a Parent Entity we have to run our consolidations twice in order to get the result. Is there a way to sum up the Base entities of Parent1 and reference that value in a formula or is there a way to run a consolidation within the formula for just that Parent Entity? In other CPM/EPM products I've worked with in the past you can right rules where you run an aggregation on the Entity and then run your calculation. In OneStream I cannot seem to find a way to do this. If api.Pov.Entity.Name = "BaseEntity" Then api.Data.ClearCalculatedData("A#Account1",True,False,False,True) api.Data.Calculate("A#Account1 = A#OPEX:E#Pare

Dears,  I need move one base member under another parent in UD1 dimensions, the problem is that member should be consolidated till specific time period and then should be consolidated under another parent. There is no option like "percent consolidation" with time frame on UD1 dimensions. Could anyone have any solution for described problem? Before: U1#A(parent) U1#A001(base) consolidated till proper month in 2026 U1#A002(base) After: U1#B(parent) U1#A001(base) consolidated after proper month in 2026 U1#B001(base)

Hello Everyone.We are having some issues with IC Matching Standard Dashboards and unable to find a root cause - not sure if this is a Bug.Intercompany Matching criteria is Set to Parent currency and all other dimensions at Top, However when we post a journals in Parent currency with a partner this matching Dashboard does not consider this Journal line Item for IC matching and none of the Dashboards shows that.Please help with any insight you have or if you had seen any workaround for the same. Thanks in Advance !Satish 

Hi all -  We have a Labor Allocation Process that runs manually which we have seen some silent failures occur through our Api Calculate or Api Clear data. I am attempting to go through our business rules and add more complex logging to get a better understanding where/when these things occur.    Lets say I had this code block.. Dim sourceDims As String = "U2#None:U3#None:O#Import:I#None:F#None:V#Periodic:C#USD" Dim destinationDims As String = "U2#None:U3#None:O#Import:I#None:F#None:V#Periodic:C#USD"   If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Copy3rdPartyImportData") Then 'Only run for the Base Entities and local currency If (Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity()) 'Get the current scenario Name Dim curScenarioName As String = api.Pov.Scenario.Name If curScenarioName = "Rpt_Mar" Then 'Clear previously calculated data api.Data.ClearCalculatedData(True, True, True, True,"A#3PFB_Capital","O#Import","I#None","V#Pe