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We have a dashboard that was originally built in v7 that allows us to add an intersection of data to a CV . When you click on an intersection in the CV, the code takes the Linked Parameters from the CV and populates combo boxes with the members in the intersection. You then change one or more of the members in the combo boxes and click another button to add this intersection (by adding a penny to another account) which then shows up in the CV. This used to work in v7 but now as we are testing this in v9 the linked parameters that are being passed to the code are not the current values in the intersection you are on. It seems to be passing old values. Any thoughts?
A client doesn't want some users to see the OnePlace Pane and just navigate based on their landing page. There is an application security role for it and I updated that group to a specific group so its not set to everyone. When I test the user role that doesn't have the OnePlace Pane in their security roles, its not working and the OnePlace Pane is still showing up?
Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!
Team I have list of users who have been added to a group under Security rules. But they are able to see only "OnePlace" pane on the onestream , but not the Application and System. Can you please guide how to have them get the view of those 2 panes?
Hi all,We've installed a self-hosted 9.1 OS server, and now when trying to configure the SIC to connect to our datalake, I can't find the "Smart Integration Connector" in the Admin tab within OS Desktop.I already checked the version of all software an it's all 9.1.0.I could configure the Local connection to the Data Lake properly, but can't figure out what's missing to make it show as usually in OS admin tab.Anything I'm missing?Thank you! *** Sorry if this is the wrong forum, tried to find something related to this outside this one...
Are there any options to add text / comments to a closed period?I have tried to create a cube view and add annotations - but if the workflow is locked, as well annotations cannot be added.Any ideas? Many thanks
Hi guys!This is my first post so sorry if this question is out of place.I have an environment with a couple of applications that I want to remove.My question is, if I remove them using the Application Management of the Cloud Administration Tool, would I immediately get back the space those apps were using or do I have to wait for all the space to become available again? Thanks!
Hi everyone, I have one environment with two apps. The users of one app cannot access the data of the users of the other app, and viceversa.I created 3 groups, one to assign the system roles that both teams need (es: error log) to both teams, and the other two to assign all the application roles of each app to specific teams (team1 will have access to all application roles within app1, and the same for team2 and app2).now I would need to make sure the users of one app can only see the error logs generated by app1, and not the ones generated by app2 (and the same for the users of team2).is that possible?Thank you!
Hi all, I'm currently using different applications within the same environment and I need to give some users access to specific applications.To configure who accesses what, I though I had to assign a security group to the 'OpenApplication' setting within the Security Roles interface, but it seems like it's not working.Does anyone know how can I manage users access to the different applications? and do I need to configure it singularly on every application or can I manage the access to a single application from a different application?Thanks!
Hello! We named an alternate hierarchy account parent AR and are now trying to find where that account was called/used because we want to remove it without impacting other things (we'll redirect wherever it's referenced to its replacement/new hierarchy). We use Finit's Toolkit/SearchIt (replaced by OS's ownership in more recent releases) but as you can imagine, searching "AR" gets 100s/1000s of matches. Is there a way folks might suggest to narrow down this search? A#AR has helped but I'm afraid we'll still miss areas where the A# isn't referenced in front of the account name. We also tried searching the member ID in SearchIt and that doesn't work. Any suggestions appreciated! Thanks!-Nicole
Hi everyone, I've been trying to use the Environment Monitoring feature, but for some reason the graph doesn't display any values. The interface loads correctly and I can select different metrics and time ranges, but the chart area stays empty—no lines, no points, nothing. Has anyone experienced this before or have any idea what might be causing it?Any tips on how to troubleshoot or configure it properly would be greatly appreciated. Thanks in advance!
Hello,I’m facing an issue with a Data Adapter that launches a CubeView.The problem is that the Data Adapter seems to be looping and triggering the CubeView multiple times, which results in a very long execution time.When I manually cancel some of the tasks related to the CubeView, it looks like new tasks keep getting created, as if the main process is still running.My question is:Is there a way to kill or stop the main task/process that was initiated by the Data Adapter, so that all dependent CubeView tasks are also stopped as a consequence?Or is there a recommended way to safely terminate this kind of runaway Data Adapter executionPS :The same OS environment hosts both development and production.I’m currently running OneStream version 7.2.Thanks in advance for your help.
Hi Everyone, Can we use one windows/local server for SIC setup to both Prod and Non-Prod. Thanks
Hi All,The login is successful, but when I return to the OS app page, nothing happens and I can’t select or open any application. I’ve cleared the cache, the Desktop and 2.0 folders, and I also have the latest .NET runtime installed. Is there anything else I can try? Thanks
Hello everyone,Trying to create dynamic dimension in v9.0 application, I'm not able to an option to do the same in the create dimension source type dropdown. Only seeing the following Same issue with creating Dynamic Dimension in a Service Factory (see ss below)Also not able to see any Data Binding Type setting on the cube in order to turn the into dynamic cube Does anyone have any idea if I may be missing anything here, or does the dynamic cube/dimensions is something I have to ask OS to enable in my application?Appreciate your time, thank you!
Hi experts,Is there any audit report, to see Who did the Load ?When did it happen?What XML file is used to Load?I could not find it in the Navigation center?//Suresh
Hi, we are looking for guidance and experience on automating the process of exporting fx rate data from OneStream to Google Cloud Platform (GCP).What is the best approach to automate this data flow from OneStream to GCP?Are there recommended methods (API, connectors, data pipelines) for this integration?Any best practices or examples for handling FX data in this setup? Thank you!
HI,Modern browser could not be used.It has strange message "Skip to next section" for each dashboard component.
So we have a UD2 mapping set up in the List section. What I want is to be able to set up a Complex Expression in the UD2 Composite section so that for certain accounts it does nothing and so moves on to the List section, but for everything else we have a hard coded UD2 (e.g. None). I have no problem with setting the criteria in the Complex Expression, but I don't know if it is even possible to write some code that forces it to skip on out and look at the List mappings? I realise this is maybe a bit back to front compared to how the Composite mappings work, but we have a very tight list of accounts where we need to do the List UD2 mapping, and everything else (which can be any other account) should just go to None.
Hello everyone,I recently attempted to register for a OneStream certification exam and noticed that both the Lead Architect and Core Application Architect certifications are available. Could you please clarify which one is required for my consulting firm to qualify for a higher-level partnership with OneStream?Additionally, I would appreciate any insights into the main differences between these two certifications, as well as the passing score (percentage of correct answers) for each.Finally, if you have already taken one of these exams, I would be grateful if you could share your experience.Thank you in advance!
We are preparing to move the Transaction Matching (TM) module, an out-of-the-box marketplace solution, from the Development environment to the QAT environment.Could someone please guide me on the process for migrating the database tables, along with the match sets and matching rules created within the TM module?Specifically, is there a way to extract and load these artifacts directly, rather than recreating the entire solution from scratch in the new environment?
In my cube view- I have some cells which are greyed out. What does that mean? I am admin.
Constraints in OneStream are filters applied to metadata dimensions such as Flow, Accounts, UD1, or specific cash flow lines to narrow the scope of calculations, data retrieval, or Cube View rendering. They’re powerful tools, but when applied too broadly or dynamically, can they degrade performance?Larger evaluation footprintA Flow or Account constraint forces OneStream to check every intersection in that dimension. In dense cubes, this can mean millions of evaluations.1. Dynamic filters are expensive.Static lists (e.g., A#1000, A#2000, Flow#Operating) resolve quickly. Dynamic logic FilterDim, Boolean conditions, or formula driven sets require runtime computation. Why?2. Stacked or nested constraints multiply the cost.Does layering constraints across Flows, Accounts, and UDs in OneStream force the system to resolve each filter before executing calculations?3. Reduced parallelism.When constraints slice across cash flow lines or UD dimensions, the engine can’t fully parallelize task
Hi Onestream experts,We need to install client software 9.1.0 for accessing Environment 1, which is running on version 9.1We could not use the client software 9.1.0 for accessing Environment 2, which is running on version 8.4Why is the client not backward compatible? This is a very normal situation for any customer, to have different environment in different version.How to solve this? ThanksSuresh
Hello Everyone,Does anyone know if it’s possible to use Wrap Text in comments within OneStream? This feature is available in Excel under cell formatting, but I can’t seem to find it in a OneStream Cube View. The member filter used for comments is V#Annotation.If anyone has a solution or workaround, please advise.Thank you!
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