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Hi team,I'm trying to export data using a Data Management step with view filters. When I specify the view as V#Periodic,V#YTD, only V#Periodic data records is being extracted. If I reverse the order to V#YTD,V#Periodic, then only V#YTD data records get extracted.Has anyone faced this issue or knows how to correctly extract data with View dimension filters?Thanks in advance! 🙂 

Hi.  I have a lot of changes to consolidation percentages (example : the consolidation % changed in 2024M9 to 60%) to various entities with a time stamp (i.e. history already has default was 100%, then 2023M1 it changed to 80%).  However,  I cannot just slot the changes into an xml file and load it otherwise it will wipe out the history of the consolidation percentages for those entities and the only info remaining will be the latest  change loaded (2024M9 at 60%).  Is there a better way to do it than to extract all the ownership information and manually add a new line per entity in the xml extract. 

We have some group of base customers under different parents with text property, and we are planning to block input to those customers in all the input forms if we use dimension property Allow input 'false' then it will block input but after that update during close FPA team should do adjustments for those Customers. Can we do it with irrespective of that dimension property false update. Is there any option that without updating input forms (CUBE VIEWS) with customer (UD2) parameter or with the help of business rule can we override that dimension property Allow input 'True' by running DM Step for certain customers when we give them in DM JOB and revert again to false after inputs through DM step. Please suggest your solutions. 

This was originally a question.It took a while to figure out, so to save someone else the hours of trial and error, here is the process I use in detail, start to finish, to run a Workspace-based Data Management step in a Workspace Assembly business rule.Here's a How-to step by step:List of abbreviations used below:DM: Data ManagementWS: WorkspaceMU: Maintenance UnitBR: Business RuleAS: Assembly1. Workspace:Set the NameSpace Prefix - this is what gets filled in at runtime for __WSNameSpacePrefix2. Assemblies: Note these properties 3. Create the Assembly Business Rule:Create an "Extender" business rule, this is done by right clicking files and selecting "Extensibility Rules"Add some test code, to verify correct configuration, such as BRApi.ErrorLog.LogMessage(si, "Hello from the new extender!"then code the way you would any other extender4. Create The Data Management Group: Create a DataManagement Group in the same workspace that the Assembly that has your business rule is in 5

We are designing a planning solution where overlays will be used across accounts with very different levels of dimensionality.For example:Some accounts have minimal dimensionality (straightforward base members for input).Others require navigating through multiple UDs before reaching the base intersection.Ideally, I’d like users to be able to choose their drill-down path until they reach the correct base intersection for data entry.Has anyone implemented a design pattern or approach that balances these differences effectively?

The Question Text Column scroll bar in my Certification Questionnaire is not working. I have a long question text which does not fit the default cell size. The scroll bar is not clickable/draggable, so my reviewers aren't able to view the entire question during certification. The workaround I have is just to expand the column size so that the text fits into the cell. I am wondering if anyone has the same user experience or has a solution to get it to work? My current software version is 7.1.3.  

If I have a dashboard made up of several Embedded dashboards, all of which need to have access to a Supplied Parameter,do I need to include it as a component of the top dashboard only OR,do I have to include it for all embedded dashboards (that require the related parameter) also?Steve

Hi all,is there some documentation about BIViever's Calculated Fields ? I cannot find info/examples about:aggrfilterjoinRuleI need to compare values against the value of a specific row, but I'm not able to find a solution.Do someone faced the same challenge ? Do someone have more info about the above mentioned functions ? TIAregardsFabioG

I am working on in  OneStream V9. I have a workspace cube view with a combo-box cell type. The cube view works fine in the application, but when I open the same cube view using the Excel add-in the combo-box drop down is not active. Any ideas on what I should check? Thanks. 

Hello, It looks like the data management step service in assemblies is currently not documented in the online Help. Does anyone have experience, snippets to share in order to leverage this service? How is it triggered? What can we do with it ? Regards,  

In the metadata XML file, if there are multiple values by scenario type, it splits into two rows and there is no easy way to generate two rows from the XF Dimension template.Is there any way to update member properties varying by scenario type via the upload template? I have to manually update, copy, and paste hundreds of times in order to have that property updated for the accounts.Using the standard metadata builder template, the other properties are getting overridden.

Hi all,Does anyone know the physical storage location for journal attachments in OneStream? I found a table (table name: Attachements) with file names and related text but couldn’t locate the actual folder or path where I can extract it using a BR.Thanks in advance!

Hi Everyone, I'm trying to write member formula (not dynamic calc), below is the syntax Dim Var1 as Decimal = Math.Round(api.Data.GetDataCell("A#630000").CellAmount, 2) api.Data.Calculate("A#520000 = A#430000 "*" & Var1 & "). after that getting error "Double is not valid, input string was incorrect format".

Can someone please explain to me how the "Alternate Currency for Display" UD property works in Onestream?I am looking options to translate balances to a Cost Center (UD) currency (which is different from Entity Local Currency) 

Hi ,A report book has been developed which gets downloaded as a Zip file  on a click on of a button on a Dashboard. The process is working flawlessly when I run the Dashboard via the Windows Client . When the same dashboard is accessed via the Browser UI , the file is not processed and it downloads a *.xfdoc.zipbook file which cannot be opened. Has anyone faced this issue ?  The client primarily wants to access the dashboards via the Browser so is there any kind of workaround that I can do? Thanks in Advance

Hi All, I'm working on a requirement where I need to create a report with 5 columns that needs to be added to workflow profile entities. following are the member filter configuration of each columns. col 1 -   

I just created a BI Blend table and when I open the file using a data adapter, I see the data unit and aggregation fields all have an extract column prefixed with "s" (i.e., sEntity, sScenario, sAccount, sUD1, etc.). What do these columns represent?  

I have this error when trying to launch OS v9 app. I have no issue launching another app that's on v7.4. It is not authentication issue, I can access via BUX. The error occur when I try ClickOnce. This has happened before, these tricks worked last few times, but not this time:1-Clear Cache: Windows + R -> rundll32 dfshim CleanOnlineAppCache 2-Delete folder 2.0 from C:\Users\USERNAME\AppData\Roaming\OneStream\Desktop3-Uninstall latest Microsoft updates.Anything else I should try? Thank you. Below is more error detail:  

Hello,I installed OS 9.0 on premise version recently and I am having the following error when I try to upload a file:You can find below the error details:Unable to load file.An error has occurred. BadRequest.User Interface Stack Trace:   at OneStream.Client.Api.FileExplorerServiceReference.FileExplorerServiceClient.UploadFileFromStream(XFFileTransferRequest request)   at OneStream.Client.Api.FileExplorerServiceReference.FileExplorerServiceClient.<>c__DisplayClass370_0.<BeginUploadFileFromStream>b__0()   at System.Threading.ExecutionContext.RunFromThreadPoolDispatchLoop(Thread threadPoolThread, ExecutionContext executionContext, ContextCallback callback, Object state)--- End of stack trace from previous location ---   at System.Threading.ExecutionContext.RunFromThreadPoolDispatchLoop(Thread threadPoolThread, ExecutionContext executionContext, ContextCallback callback, Object state)   at System.Threading.Tasks.Task.ExecuteWith

"Creation application Database" option is freezes in our cloud application and I've admin access. Is there any privileges I need to create app db?    

Hi, I wanted to ask about the OneStream guidelines for an acceptable proportion of zero cells. I remember reading something a few years back about a suggested maximum proportion, but I can't find that info now.I know it's important to minimize zero cells and that there are ways to do this, like using the RemoveZero command in formulas. I also get that the proportion of zero cells is just one part of the overall system performance.Could you share the specific proportion of zero cells to total cells that would typically trigger further investigation? Also, what threshold would indicate that I'm in the clear?I have one client with an existing implementation where zero cells make up about 20% of the total data cell count at the total entity level for Actual. Is that a reasonable proportion?Thanks

Hi all, Within our application, we have a requirement to be able to do restructurings. This means, on date A, a legal entity is owned by holding A, but on date B, it moves to a different holding company and is then consolidated under that holding company. Has anyone got this working, and if yes, could you share how? What I am running into right now: We can leverage org-by-period settings, but in that case for example opening balances become 0. Plus there is the complexity that you have to set the scenario consolidation view to Periodic, which brings challenges in rolling forward balances where there are no movements. This also means we cannot keep the consolidation setting to standard which means the performance is degrading significantly.  So the question is, did anyone get this scenario workign, and can you share how? This would be grately appreciated! With kind regards, Tim Vierhout

Hi, Is there any option to freeze column in cube views? one of our report has column called it as "Grand Total" so we want freeze this column.

Dear Users: I had just one user who was not able to get their instance of Excel Add-in 8.4 for various workbooks. However, if the very same workbook was emailed or shared with another users it worked just fine.  The main issue is that the user could not "REFRESH" the sheet. Eventually, the Excel add-in started to work.  Has anyone experienced this in the past?  What was the solution? This is the error message: Description: Object reference not set to an instance of an object. Error Time: 1/17/2025 5:49:51 PM Error Level: Error Tier: AppServer User: xxxxxx Application: OneStream_Prod App Server: vmPRD1int000001 App Server Version: 8.4.0.16413 App Server OS Version: Microsoft Windows NT

Managing Sold Entities Without Losing Consolidation Results.Hi Community,We’re looking to hear how others handle this in OneStream:When an entity is sold in a specific period (e.g., 2025M5), the requirement is to:✅ Retain its posted journal values in group consolidation❌ Prevent any further use of the entity (journals, data loads, forms)The challenge we've encountered is that setting In Use = False — even after journals are posted and consolidation has been run — can cause OneStream to drop that entity’s data from the group during future reconsolidation. This results in the loss of valid P&L impact from the sold entity.Our workaround:Keep In Use = True for the sold periodUse workflow locks and security restrictions to block future changesOnly set In Use = False once everything is finalized and locked💡 Feature Suggestion:It would be incredibly useful to have a system property or override flag that allows us to:Set In Use = False to fully disable the entity in the workflowStill reta