OneStream Platform Forums

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, 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!

Hi,How can I store data in a cube view cell that comes from a business rule linked via a DM stepI want this cell to become 75, if I input 50 on the white cell.Is this related to a cube view property or a business rule? 

Hello everyone, I'm trying to create my first import from scratch. Unfortunately, it always gives me the same error : No valid DataKeys (Scenario / Time) found in data source. Review the source data load processing log and check one-to-one transformation rules to ensure that you have created proper Scenario and Time dimension rules for this data source. And no line is imported or displayed in the logs.However, I've gone down each parameter and everything seems correct and consistent with what I have on other import files. Could you help me investigate? My settings : All the UD1 to UD8 are on None. And the log :  

Hi, I have a cube view with a straightforward requirement. Below is an example of my requirements using the Golfstream app.  My rows are set as follows: Member filter 1: U2#Clubs.ChildrenInclusive:name(UD2: |MFUD2Desc|) Member filter 2: T#2011Q1.ChildrenInclusive:name(Time: |MFTime|, UD2: |MFUD2Desc| The below screenshot shows what this returns. The issue is that I need to reference the member filter 1 member from member filter 2. When I use |MFUD2| from member filter 2, it reverts to my top UD2 member rather than reading my UD2 member from member filter 1.  I need this to do a more complicated loop through members, and that loop must take the row's UD2 member into account. Any advice or workarounds? User-created parameters and |CVUD2| do not return what I need.  

I cannot find any setting for moveable splits in dashboard layout or advanced dashboard layout.  Is it not possible in Genesis?  Does it means I should just create the dashboard in the client first and then link it into Genesis?

Hi everyone,We are currently developing a planning solution in OneStream for a client who has requested that the Cost Center dimension (and its related nodes) be updateable every year, while still maintaining full retroactivity when users need to view reports for prior years.We have considered two possible approaches:OPTION 1Each year, load a new Cost Center hierarchy associated only with that specific year. When users want to analyze historical data, they simply select the hierarchy corresponding to the year they are reviewing.The main drawback of this approach is that, over time, multiple versions of the Cost Center hierarchy will accumulate, which could potentially impact maintainability or performance in the long term.OPTION 2Separate Cost Centers and their nodes into two distinct dimensions. Introduce a technical member in the Account dimension and use a data entry form (maintained annually) where users enter a value of “1” at the intersection of each Cost Center and its correspon

Hi, I have been trying to read a csv file that is in Documents/Users/userxxxx folder. Not able to make it work. Getting an error. Below is the code Dim FileName As String = args.NameValuePairs.XFGetValue("Param1", String.Empty)            Dim sourceFolder As String = $"Documents/Users/{StringHelper.RemoveSystemCharacters(si.UserName,False,False)}"            Dim fullPath = sourceFolder & "/" & "abc.csv"  Below is the error Could not find file 'P:\Program Files\OneStream Software\OneStreamAppRoot\OneStreamApp\Documents\Users\userxxxx\abc.csv'. Any idea why this is not working? Thank you, Mikki  

I am here with one of my typical requests to see if anyone has (SQL query) code I can borrow 🙂 We had an issue with two users who discovered how to submit data through Excel and circumvent the workflow forms.  As a result they are inputting data to intersections where we do not want forecast data. I would like to have a dashboard I can run where I can select a specific scenario and it will return a list of intersections that were modified through an Excel submit.  Or just a list of users and then I can run the ONC application report User Data Entry Detail to get the details of the intersections. I know the data lives in a table somewhere but I am not sure the table name and the fields to filter on and return. In the ONC User Data Entry Detail report I am able to select a scenario, WF time and user name and can see data they changed via forms and data that was changed via Excel.  But, there is no option to see all Excel edits for all users and I am trying to catch the ru

Can we use an XFBR in a parameter like this and then use the parameter name in a DM step? 

This is a problem I run into off and on that's always been annoying but easy enough to work around... until now. When working in a QuickView, for example, I click on the Up Arrow (for Parents) and I get all parents, not just the parent in the hierarchy I'm actually working with. In the most literal interpretation, I can see why this happens. In principle, I think I ought to be able to control this behavior either by the Parent filter or through the addition of a field that lets me choose my current hierarchy. But, in a QuickView, I'm working with one member at a time so it's not the end of the world to just remove the irrelevant parents and maybe do a little manual editing of the member filter if it gets too messy and I really want to keep the QV for future use. The problem comes when using the Grid View set to Display Parent Child Relationships with a member filter to display the descendants within a key hierarchy. I get every parent child relationship for every hierarchy. There's no

Hi all, I'm currently exploring ways to extract data from a Microsoft Fabric Lakehouse into OneStream. The obvious way would be to connect to the SQL endpoint just like any other DB. In this case, what would be the best authentication method? I've been testing it out with my own user on MS SQL Server Management Studio using MFA, and I have no idea what the best way would be to create credentials for the connection string in OneStream. In case connecting to the SQL endpoint with a connection string isn't a good idea, what would be a better practice? Thanks.

Hi all,so I'm running a Finance Business Rule through BRApi's ExecuteCustomCalculateBusinessRule method, passing a POV through its nameValuePairs parameter.Since I need to run it from a WorkSpace for a bunch of different DataUnitPK, I'd like to run them in parallel. Unfortunately it doesn't work. It seems to me that:The first launch runs with a POV passed in parameters (let's call it POV-A)The second launch sets its own POV (let's call it POV-B)if the first launch is still running - and that's natural for parallel execution - every reference to api object seems broken, since it refers now to POV-BDoes someone was able to parallelize the above mentioned method ?Thanks in advance for Your help RegardsFabioG

I've been working on getting up to speed with the various Genesis content blocks and am having trouble with the Cube View With Drill block. When I try to select a cube view, the tree view only goes down to the Cube View Group level, not the Cube View level. I was able to tweak a business rule to allow it to select a specific cube view, but then the drill doesn't appear to work when I select a cell to see the details. I'm certain there is data that can be drilled down to, but nothing changes when I click various cells. I've even tried setting the cube view to show a base-level intersection and confirmed that I can see a number that is the same in stage. Anyone seen this issue yet or have any troubleshooting tips?  

I have created a cv with comments for comments input and review.The comments are saved and viewed with success but I am missing the red flag on the cell where there is comment in the cells.  See below. According to feature video for cv with comment, there should be a red flag see below screenshot: What could be the reason it is missing?

Hi - Has anyone created entity readdatagroup using the below function  Dim objGroup As Group = Group.CreateEntityReadDataGroup() Any help would be appreciated 

Hi everyone,I have two attribute dimensions in my model that I use to filter Cost Centers by Region and Line of Business.The issue is that when I try to drill down on those cells to reach the Stage data using “Load Results for Imported Cells”, I’m not able to get to the maximum level of detail.I assume this happens because the system is filtering by attribute members, which do not exist in the Stage tables.Has anyone experienced something similar or found a solution/workaround for this?Thanks in advance!

In the basic dashboard courses, there are documentation suggesting the recommended naming conventions for the workspaces, maintenance unit and the respectives sub folders.  But in Genesis, I cannot find any.  I wish to get some idea for it for better structure and administering before starting using Genesis in our application.

Hello Everyone,I created a pie chart using the BI Viewer in OneStream.The chart displays correctly when viewed directly in BI Viewer. However, once I add the pie chart to a dashboard, the labels are not fully displayed as expected.Has anyone experienced the same issue?Is this a known limitation when embedding BI Viewer components into dashboards? Is there a setting I might be missing? Do you know of any workaround to force labels to display properly?Any feedback or suggestions would be greatly appreciated.Thank you! 

Hi - Is there a consolidated list of available arguments that can be used when pulling a cube view in an extensible doc?This is the default value/example when inserting: "{XF}{Application}{CubeViewReport}{MyCubeView}" "Argument1" "Argument2"A populated example would be: "{XF}{Application}{CubeViewReport}{CubeViewName}" “IncludeReportMargins=False” “IncludeReportHeader=False” “IncludeReportFooter=False” “IncludePageHeader=True” “IncludePageFooter=True”Just trying to figure out if these are the only ones or if there are others since I'm having some trouble with getting it to display the way I wanted.Thanks!