OneStream Platform Forums

Hi OneStream Community,I had a question regarding extracting dimension metadata and properties from OneStream.Currently, when we go to the Dimension Library, apply member filters in the grid view, and then right-click and export to CSV, we can download file containing the metadata along with its properties.I’m trying to find out if there is a way to automate this instead of doing it manually.Ideally, I would like to extract the same information (based on member filters or a specific hierarchy) through something like a Dashboard, Data Management step, or Business Rule, so the export can be automated.Has anyone implemented something similar or know of an approach to achieve this?

Can someone check if there's any mistake in the below 2 lines. I am unable to execute the BR  Dim sourceBuff As DataBufferDim srcED As String = args.CustomCalculateArgs.NameValuePairs("sourceEffectiveDate")Dim selectedScenario = args.CustomCalculateArgs.NameValuePairs("selectedScenario")Dim dmTime = api.Pov.Time.NameDim account = args.CustomCalculateArgs.NameValuePairs("account") sourceBuff = api.Data.GetDataBufferUsingFormula($"FilterMembers(T#{dmTime}:S#{selectedScenario}:U4#Approved_Status:U6#Total_Audit:U7#{srcED}, [A#{account}.Base])")  

Hi everyone,Does anyone know if there is a way to encrypt tables in the Application DB? if yes, how?Thank you for the help!

Hi, For the folks that already did the upgrade from v8 to v9, how was the process and timeline.  Not looking for detailed steps but high level.  Thank you in advance, Praveen

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?

Hi everyone,I am currently using the metadata builder in excel to maintain and keep updated the hierarchies of all dimensions, but I'm having an issue in loading two separate dimensions for UD5.I was planning to build the U5 dimensions as follows:within each dimension, I would have the same base members organized in different hierarchical structures (aka same base members but different nodes between Finance and HR). In Excel, I divided the two dimensions in two separate sheets, because I can reference one dimension at a time in each sheetwhen I load the XML of the first dimension, I have no issues and the dimension loads as expected. If I make a change to the configuration of that same dimension and load the new xml, I still get no issues.The problem arises when I try to load the XML of the second dimension. The error I get is the following:Error processing XML file type 'Metadata'.Error processing XML.The specified member does not belong to the encompassing dimension. 169989, Cos

I'm trying to call a helper BR that I wrote to pull in two variables to denote our environment, but I'm getting an error message saying the extender business rule.MainClass is undefined. Background: Our GL has three environments, Dev, Prj (test) and PRD.  As we promoted projects up in OneStream, I have to edit the BRs to reference the different environments.  It's a pain when it comes to the SQL because the environment is part of the tableName.fieldName. Goal: to have one helper BR that has the environment variables in it and all other BRs reference this rule so I no longer need to edit them from environment to environment.  The helper rule in DEV would reference the DEV tables, the helper in PRD would reference the production tables, etc. 'test code to pull in environment variables from a Helper 03-05-2026 'Define reference to business rule Dim JDE_EnvironmentHelper As New OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass '<

Hi,  I am trying to create a genesis dashboard that will have a main cv (1105) which shows overview and then when user click on the cell, it will filter another cv (1106) (probably cv basic since it will have navlinks on most dimensions).In client dashboard, it requires the config of setting of user actions in 1105 cv component but I could not find this setting in content block CV Advanced.  I can find it in CV adv embedded.  I assume this is the correct content block to use.I managed to get this function to work when 1105 and 1106 are on different pages.   This means the cv are both setup correctly with navigation links dynamically set up correct. But they cannot be in different pages in Genesis because that means user need to click on cell in 1105 in page 1 and then go to page 2 to see filter results in 1106.  That is too much work for user. ,Thus, I created a dashboard advanced layout and try to insert cv advanced embedded of 1105 in row 1 and then cv b

Hello OneStream Community, I am running into an issue with the ability to complete a workflow with a dashboard button as a test security user.  Any help would be greatly appreciated.  I have a consolidation status dashboard, which is attached to the top-most workflow node for a given month.  My issue is as a test end-user I keep receiving the following error message when attempting to complete the Workspace chevron and move on to the certify step of the workflow.  The security settings for the workflow are very simple, so it's not clear what could be the issue here.Is there another way I could get around this?

Hi What to do when I get this error messages in Genesis:   Unable to open dashboard 'OpenPlace_(Designer)'. Error processing DataSet 'GetWFSteps'. Error executing Workspace Assembly Service class 'Workspace.Gen.CubeViewCharts_x2x.MUAssemblyFactory'.Value cannot be null. (Parameter 'reader'). How to reset? The problem happens when working with Block: Cube View Charts. It will not read my cube view and give the following comment: Value cannot be null. An error messages that is difficult to work with, as it does not say where the problem is. But this second, as I cannot get into the genesis instance.

Below is a screenshot of how the genesis dashboard look like when it is used inside the client.The report on the left is the source cv and report on the right is the drill down details when a cell is clicked on the left.  You can see that there is no taskbar for excel download etc in the left report, even though I have set cv default header to be visible.Both the left and right reports, I am using cv advanced embedded, but the left one is the one with user action "refresh" with click.I used the source cv of the left report as content cv with comments in another page and there is taskbar for excel download.  The only difference between the two of them is content block type and user action.I checked the user guide for cv with advanced embedded, there is nothing written that when user action is selected, the taskbar for excel download etc will be gone within client.How do I get the taskbar for excel etc to appear when using genesis within the client?

Our team would like an enhancement to the Web version of the client (Version 9.0.0) as the Modern Browser Experience does not allow us to use the default pivot grid views we created. The default pivot grid views we created work great in the Desktop version, but they do not work for our Browser version because we exceed the number of allowed default fields. This enhancement would allow our users to save time with the ability to use default views, instead of needing to add in the fields manually each time.

  Hi Is it possible to change the blue, green and red color? Is it possible to add a value     

Hi,I can’t get my data import to work with vertical extensibility, and I’d like to understand how this situation is supposed to be handled.In short, the import validation fails on accounts that are extended for an entity. The entity belongs to a cube that is vertically extended from the primary workflow cube. Detailed situationI have extended dimensions and two cubes that use those dimensions.CubeParent contains a parent entity with dimensions applied. The parent entity resides in the parent entity dimension.CubeChild has dimensions that are extended from the parent’s dimensions. The child entity resides in the child entity dimension.As a result, each cube has its own unique entity dimension containing its respective entity.Additional configuration details:CubeChild has Is Top Level Cube For Workflow set to False.CubeParent is the top-level cube and has the Workflow Profile created from it.The child entity has been added as a child of the parent entity in the parent’s entity dimen

Hi, We are currently attempting to exclude a specific entity from the main consolidation process for reporting purposes. This entity is no longer within scope, but we would like to keep it in its current position in the hierarchy to preserve historical data. We also need to continue importing data into this entity for reporting purposes. Our objective is to set the consolidation percentage to 0% so that it no longer consolidates going forward. After updating the Percent Consolidation to 0%, we are not seeing any impact. The entity continues to consolidate in the application. For context, the Ownership Type is set to Full Consolidation and the Consolidation Algorithm Type is set to Custom. Is this expected behavior? If so would you have any workaround solution ?Thank you for the feedback and help!

I have a requirement to allow users to enter an Annual Plan and spread it across Plan Periods using the spread method they select. Spread Methods are Equal Spread, 4-4-5 Weekly Spread and Manual. When they select "Manual" the cube view should dynamically pick O#Forms as Origin member for Data Entry.I have the Account and Product in rows with member expansion (.Base). Is there a way to retrieve the Base Account and Product from Cube view dynamically and reference in an XFBR?My plan is to get the Spread method chosen for the Base Account and Product combination and Return the Origin as O# Forms for that row?Please share any other ideas if you may have implemented for the same requirement? 

Hello everyone, I am currently working on OneStream v9.2 and trying to set up Ad Hoc reporting in the Web version (OnePlace).Context:I created a Dashboard with a Spreadsheet component exposed in Web (under OnePlace Dashboard).The connection to existing, preconfigured Cube Views is working correctly.Issue:In the Browser version, I do not have access to Quick View / dynamic POV features like in the Spreadsheet WinApp (Excel Add-in).I cannot find the option to perform free-form Ad Hoc analysis (changing axes, selecting members dynamically, etc.).Question:Is this a standard limitation of the Web version (OnePlace) in v9.2?Is there a specific configuration that enables a Quick View–like behavior in Web?Thank you in advance for your feedback and experience.

Hello,I have a question about aligning dimensions of a DataBuffer. I have an unallocated balance that is stored at a specific UD2 base member. This is shown in the log below:The goal is to multiply this amount (82.1097072) by a percentage at the same Account:UD1 combination, but the rate is stored at a U2#None, not at the same U2 as the unallocated percentage:The goal is for these data buffers to multiply and land at the specific U2# from the unallocated amount. (82.106*1.5219) However, since they are at different UD2s, they aren't going to multiply. Given that I need the specific UD2 detail, but the rates aren't stored at the specific UD2s, are there ways to manipulate the databuffer multiplication so this will occur at the detailed UD2?Dim Buffer As DataBuffer =  RateBuffer * UnallocatedBufferThank you! 

We are looking for a load into a financial cube. Mappings are already done in the source system. Is there a way to load records that pass the validation and write the other records to an error protocol.The idea would be that not the whole load is rejected but only records that contain errors, those being written to an error protocol.Many thanks for your support

Our income, liability, equity accounts need to have the flip sign flag checked but our users always forget.  Is there a way to add a pop up when they first get to this screen (after they save it is too late).  

We want to set the IC value to none if an account is not IC.  We are currently doing this in the IC dimension in the datasource and looking up the account, getting the target and then checking If IC.  If it is not IC we pass None as the source value.  This works fine unless they upload a new account because it has not been mapped yet it doesnt know its IC and maps to None.  The user has to reupload the same file after they map the account so that they get an IC value in the source.    I was thinking that I could put a BR on the IC transformation rule but the problem is it reads the 1:1 (where I have the None->None) before it gets to the section for BRs.   I guess I could remove the 1:1 None rule and then in the BR check to see if the account is IC and if so then get the IC target.    I am just curious if there is a better way to handle this that I have not thought of. We have a similar issue as we store function in a user field but w

Hi folks: I am searching for suggestions to improve reporting performance in dashboards. We have a couple of simple, executive dashboards that consist of 5-10 tabs of cube views. These work great for managing a common set of reports for end users.  Parameters are managed within the dashboard and persist when switching cube views (tabs); all that works great. However, users complain that it is slow to switch between cube views (tabs).  It appears that each cube view is re-run when switching tabs rather than simply displaying the data that was previously refreshed.  While most reports take <2 seconds to run, a few can take in the 8-15 second range which is deemed unacceptable. Are there any methods (formal or hacked together) for caching cube view results so that switching tabs simply displays already refreshed data rather than re-running the cube view? Thanks,   -db

Hi, I have Dashboard with tabbed embedded reports. for example, MainDashboard - Tab1, Tab2, Tab3. Everything works fine when the user clicks on Tab of their choice for the fiscal year 2026.  For Historical data I would like to show the same report for with changed tab. for example, MainDashboard - Tab1, Tab2, Tab4 for the he fiscal year 2025. If the user changes the Scenario from 2026 to 2025 or vice versa the dashboard report tab3/tab4 shows/hide based on FY. How can I achieve at the workflow level?  Any help will be appreciated. Thanks.        

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,  I wanted to post this here since this came up at the Wave Conference in Vegas last week. Below is a snippet you can leverage to pull data from another application via a UD8 dynamic calc. This approach uses the CreateSessionInfoForAnotherApp BRApi to create a session in another application with the current user's credentials which ultimately enables you to execute any BRApi function (such as the GetDataCellUsingMemberScript BRApi) against another application in the same environment. This technique can be especially useful when looking to report on data that lives in two applications (in the same environment) in cube views and quick views.           'define the other application name you wish to connect to - this must be an app that lives within the same environment 'the user must also have access to the application to authenticate to it Dim otherAppName As String = "SomeOtherApp" 'create the session info to the other app and store it globally in mem