OneStream Platform Forums

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,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

Hi, is there a way to download an updated GolfStream version? I like to use it to reference different formulas, dashboards, features etc. but things break every time we upgrade our version....Rather than filing a ticket and modifying rules manually behind the scenes, I think it would be helpful to have an updated one issued by OneStream.  I reviewed this forum and checked the Solution Exchange to no avail. Sometimes I just need help "getting started" with an idea that I've seen in a demo or solution and using Golfstream is a solid reference.  

There was a similar request related to POV, deployed in Release 7.2, where when people search for Dimensions in POV, they can push 'Enter' and it returns search values. This does not work under Cube views and Guided reporting. It would save time if it was available in there as well. Generally using 'Enter' on the keyboard should work for all type of searches across the system.

Hi all,I'm wondering if there's a way to incrementally load a TreeView.I know how to load it in one shot but what if it's supposed to contains a lot of data ? Is there a way to load it incrementally, when a node is clicked (loading the leafs belonging to the node itself and the 1st level nodes under the clicked one) ? Thanks in advanceFabioG 

Hello everyone! Not sure if this is the right forum or not, but I am creating a very simple home page using the Genesis Home Page. Creating buttons to go to Dashboards or Workflows was not an issue, but I cannot figure out how to get the buttons to work to navigate to a document or website. Below is how I was attempting to do it. If anyone has any advice on what I am missing, it would be greatly appreciated, thank you.  

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 },