OneStream Platform Forums

LIM PV9.0.0 SV4.0.0, platform 9.4, fresh install. I left LIM Solution Administrator at the default, Administrators, and my user is in that group.Both Fixed Term and Workforce instances show “Solution setup incomplete”. Settings is hidden, and admin actions fail with “User is not permitted to access this page”. Re-saving security with the same group and doing a clean reinstall didn’t help.Fix: a new group with my user as an explicit member, assigned in Instance Manager → Save Security. Both instances then opened the Setup Wizard.Is the Administrators default expected to work, or is a dedicated group required? If it’s required, a note in the guide or an installer warning would help.

Getting the error ‘Arithmetic operation resulted in an overflow’ when trying to export all pages of a calc plan (~7k records). Appreciate any insight that can be provided!

Can we have a dynamic start date field (like today's date) as default value in Line Item modelling (People planning register fields). We are currently using LIM V300.   

I'm facing an issue with a mixed-version calculation in OneStream and would appreciate any insights.ScenarioI have a calculation expression that combines:A source intersection from the current cube A rate/intersection from a different set of dimensions (different POV) Numeric valuesWhen I retrieve the value from the second intersection using api.Data.GetDataCell(...), store it in a variable, and then use that variable in the expression, the calculation works as expected.Example:VisualBasic  Dim rates227 As Decimal = api.Data.GetDataCell("A#NFD0227:...").CellAmount Dim safeExpression As String = _"A#NFD0161:U1#CreditCardsGen:U8#EOP:T#2026M10:V#Periodic:U2#Modelling_Total:O#Top + $Rates227" api.Data.Calculate(safeExpression) ProblemHowever, when I reference the same intersection directly in the expression, the calculation does not return the expected result.Example:VisualBasic  A#NFD0161:U1#CreditCardsGen:U8#EOP:T#2026M10:V#Periodic:U2#Modelling_Total:O#Top+A#NFD0227:U1#None:U2#Centrally

I would like to delete some old workflow profiles for a load process that is no longer being used. However, I need to retain the data from previous years.I tried deleting the workflow but was shown a message “Unable to delete workflow profile [Name] Workflow Profile [Name] contains data and therefore cannot be deleted”. After I cleared the stage data from the import step, I was able to delete that old workflow profile.I’d appreciate some help confirming the following:Data will be retained in the system after clearing the staging table and deleting the workflow profile Data is available to view via quickview, cubeview, XFGETCELL and can be drilled down Consolidate/Force Consolidate will not reset the scenarioSee below for an example workflow:Forecast Data Load Forecast Import - Old No longer being used to load data - DELETE Has data from 2022-2025 that needs to be retained Forecast Import - New Used to load data starting 2026 - KEEP

Hi,Is there a way to display account descriptions in an extensible document (Word) without using cubeviews?For stored values on accounts it´s quite simple using the XFCell function, also parameters can be displayed as text easily, but I have not found a way to display the account description so far!RegardsMartin

Changing “Is IC Entity” to False achieves the desired result of blocking entries to the inactive entity. However, it also causes historical out-of-balances, as it cannot be time-stamped as a Stored Item.Changing “In Use” to False can be time-stamped, but it does not prevent posts to the inactive entity via the Intercompany Dimension. It only prevents activity in the Entity Dimension.Is there any native functionality to block these posts in a way that does not change history? Much appreciated!

I have tried everything, how on earth can I get the gray border of the cube view component in my dashboard removed????  Bonus points if you know how to get rid of the search/filter box in the cube view too.  

Hi there, Any assistance would be grateful received. I would like to copy an entire Actual scenario period i.e. 2027M1 for our base entities for all origins into another period for testing - i.e. 2027M1 to 2027M5. IIs this possible?Thanks,Rakesh

I have the following dashboard i version 9.1:When pushing a line (1) it automatically updates total on right side (2) and specification on entities (3).I has been made with links to cube view and 5 dashboardsAnd a redraw of the right side when action  Version 9.4 Desktop:Without any physical action it is continuously updating every second. I can not get out of the loop/dashboard.Version 9.4 browser:With a click on a flow it updates and create the entity specification. But ½-second later it jumps back to the starting point.          

Hello,We’re having trouble using the UD5 to meet a specific need.It allows us to list 50 projects (P_001, P_002, ..., P_050), but also to categorize these projects by project type (D_FLOTTE, D_ITINC, ...) Both of these criteria are included in the UD5.Accountants fill out a Budget workflow that displays the projects across 50 rows, the amounts over 12 months, and the project type in a column.So we have one UD5 in a column (project code) and one UD5 in a column (project type). Once exported to Excel, we can create a pivot table or use Excel formulas to display the total for the 50 projects by project type over the 12 months.I’m able to do this with an UD8 in DynamicCalcl. The problem is that I’d like to copy the totals for the 50 projects (the results of the DynamicCalc) from the budget scenario to the forecast scenario. Could you tell me if this is possible?I was thinking of calculating and saving the result I get from DynamicCalc to the cube, and then copying that data into my budget-

Hello, I have tried everything to remove the border from my cube view components on my Canvas layout type dashboard. Any suggestions?  

Is there a way to show "%" symbol in display Name in LIM(People planning register ). For Ex : BonusPer as Bonus % .      

I’m using a dynamic grid dashboard component to allow me to control formatting - column names are generated programmatically, so I don’t know them to use a normal grid and column formats.It’s  not perfect - I don’t seem to be able to override the data format string at the cell level, for instance, but my biggest question relates to the paging controls. I don’t need them - these are short data sets returned in a single fetch. Does anybody know a way to hide the paging controls?Thanks,Rose

Hi, we are on the cloud and plan to upgrade our environment from v9.2 - v9.4. I have a couple of questions in blue regarding the upgrade. .NET 10 ASP NetCore & Desktop Runtime Who handles the installation for the web and app servers? Do we need to install these in our Gateway servers? Upgrade Request When submitting the request to upgrade from 9.2 - 9.4, how quickly does the change happen? We’d like to minimize any system downtime and coordinate with our IT team to install .NET10 in our gateway server (if needed) + upgrade the Smart Integration Connector  Desktop Client We currently get our users to install the application through the link: https://[name].onestreamcloud.com/onestreamweb/onestreamwindowsapp.aspx This currently installs the v9.2 application. Will this link automatically get updated to v9.4 when I submit the request or do users need to install the v9.4 client using the installer from SolutionExchange? I am currently compiling business rules and comparing

I have to create a task manager build that does not include weekends in the duration. We have tried adding the weekends to holiday profiles and excluding them from the explicit day map, but the duration will always include the weekends. Right now, I have due dates on weekends an holidays even when calling them out in the Holiday Profile and setting each one with an offset of 1. Is there a work around for this or any other solution to have the durations skip weekends/ due dates not be due on weekends or holidays?

Hi everyoneDoes FdxExecuteDataUnit work on dynamic cubes?I have two cubes in my application one, a dynamic cube, the other, a standard non-dynamic cube.The FdxExecuteDataUnit does not work on with the dynamic cube, I get an error when the rule runs. The rule is in a dashboard extender and run by a button on a dashboard.The function does work with the standard cube. Data is pulled into the log as intended. I suspect FdxExecuteDataUnit does not work on dynmic cubes but but wanted to confirm this.Thanks!

Has anyone worked with creating a Copilot Agent to ask questions about the metadata inside the app? I’m currently building one out for our app by created a document library, but this is only working for my documents.  I have tried to load up xml files to that document library, but CoPilot is having issues reading them to answer basic questions. 

Hi OS Community,I'm exploring a potential enhancement and was wondering if anyone has experience accessing the user-configured state of a Large Data Pivot Grid through a Business Rule.To clarify, I'm not referring to the component properties/configuration, which can be accessed programmatically. Instead, I'm interested in the information that a user defines within the Large Data Pivot Grid itself, for example:Whether the grid has unsaved changes (similar to a save status or "dirty" state) The fields currently assigned to Filters, Rows, and Columns (by user)Since this information is configured within the UI, I'm trying to understand whether OneStream exposes the saved Large Data Pivot Grid layout (Filters, Rows, Columns, save state, etc.) to Business Rules, Dashboard Extenders, or any other supported API. My goal is to drive a custom Excel export and display warnings when unsaved changes exist. Has anyone implemented something similar or knows whether this metadata is accessible?Thank y

I have tried multiple ways:Literal Perameters, Column Formatting, Data formattingto try to format GridView cells.I have some decimal data coming over.  it is formatted as $#,###,0;($#,###,0);$0I cannot get it to Horizontal Align Center, Negative Text = Red. This is really agitaitng.  Trying to align my data, show Negative Values as Red.  Thank you in advanced

Hi all, we recently upgraded a OS application from 6.8 to 9.4.During the regression tests, we run into an error while executing Force Calculate for some entities. Below the detail:Environment: Platform 9.4.0.18819, upgraded from 6.8.After upgrading an application from 6.8 to 9.4, Force Calculate fails on specific data units with "Specified method is not supported." The exception is raised inside the platform's own cube-data write path, with no customer code on the stack. Force Consolidate fails as a consequence since it invokes Calculate. Force Translate completes without error.Stack trace, innermost frames: at OneStream.Finance.Engine.CubeDataDbAccess.CreateDataRecordCollection(DbConnInfo dbConnApp, DataUnitCachePk pk) at OneStream.Finance.Engine.Data.DataEngine.BatchDataRecordWriter.WriteSinglePeriodDataRecords() at OneStream.Finance.Engine.Data.DataEngine.BatchDataRecordWriter.WriteDataRecords() at OneStream.Finance.Engine.WritableDataCacheWrite.SetDataCellsUsingBatchWriter(...) at

Hello.OneStream is self-hosted in AWS environment. For Authentication, we have PingFederate.When i launch Dev Studio, i am not able to connect, I get certificate error.I dont have OIS installed with OneStream. I think dev studio works with external PingFederate authentication. What and how do i need to configure for this to work?

Hello, we have a few U8 members - vs Budget, vs PY etc. and are paired with V#VarianceExplanation member in our cube views for the users to enter commentary. We now have a requirement to present all that commentary in a grid view or some sort of report output rather than just the cube view. Is it even possible to bring in members like VarianceExplanation, Annotation etc. into OneStream’s reporting? I tried building a simple BIViewer grid with no luck, so any inputs are highly appreciated. Thanks!

Hello,I am looking to create a dashboard displaying all rule confirmations (name, text, amount, failure or warning, text1/2/3/4) for all companies in a given workflow, and then to add filters to it (by company, by anomaly category: Warning/Failure).I would like to retrieve the list of rules and create a table from them (entity, period, rule details).Is this possible?Dim objConfirmInstanceInfo As ConfirmInstanceInfo = BRApi.DataQuality.Process.GetConfirmation(si, wfClusterPk, includeStoredResults) allows me to retrieve the name and/or description of the Rule Profiles associated with the wfClusterPk.However, I do not know how to drill down further to loop through all the rules contained within the Rule Profiles.I therefore cannot see how to retrieve `args.ConfirmationRuleArgs.Rule` and thus obtain the details of each rule.Is this possible?The two threads I found on the community forum didn’t get very far:   Thank you for any help you can provide.

Hi All,I would like to unsuppress the member names of cube view (in rows) but could not find this option which normally we have it in the preferences for quick viewIs there a way to populate member name for all the rows?