OneStream Platform Forums

Hi All,Have anyone of you explored the use of AI tools like Claude to speed up OneStream build? If so, can you share the experience?In one of my recent project, I had to reverse engineer 100s of Business Rules for documentation purpose.  By using CoPilot and Github, I was able to reverse engineer BRs in documentation format in few hours which would have been very painful otherwise and would have taken weeks to do so.Would love to hear how the ongoing excitement (or hype) around AI-led accelerated development can potentially help with OneStream build.Thanks.

Is there an interface from Dynamics 365 into OneStream?  I have seen some comments mention direct connection with D365 using oData API.  We have several business units across the world that will need to push month end data from D365.  Is there a way they can just push the data from their end or would it have to come from OneStream to get the data?

I have a cubeview with a header row returning no data for all my time period columns (correct) but returning (100.0)% for columns where I'm calculating percent variances. Is there a way to make those columns blank as well for my header row?   

Good morning all, i've been asked to add some customer satisfaction values to our reports and its just a score out of 5, this works fine for base entities but I really need to parents to be an average of the base Entites that have a value. Is there a way t achieve this? appreciate your time. Tad      

I have created a folder under application database in File share, I am trying to rename the folder because of some requirement changes, is it possible to update the folder name? Or even update the file name inside that folder?

Dear community, I was reading the documentation about cube view services, which implies that the dynamic cube views that are accessible by Dynamic Cube View Services need to be in the same workspace. Do you know if this is mandatory to have dynamic cube views in the same workspace (as it seems a like a real issue in production) or is there a workaround to address dynamic cube views that are outside of the assembly's workspace ? Many thanks,

Hi All,  I am trying to extract the annotations uploaded by our entities by creating a cubeview. I entered all relevant POV information in the cubeview, however, no annotations show.  Does any of you have experience with extracting annotations via a cube view? 

Hi folks,My suppression in my cubeview doesn't work. If I turn on any suppression (including 'invalid') the cubeview returns blank (no rows at all). It's a cube that's been loaded with dynamic data services and the data is showing as NotStored. I wonder if that could be the cause? Anyone else observe this or have any tricks? I've tried every combo of suppression option I can think of... I'm surprised it would return nothing even with only 'suppress invalid' checked..

Hi, We have a few accounts that contain stored formulas. These accounts contain formulas that reference another Account and Parent entity and it stores the result at a Base Entity. Below formula is for an account that has a formula pass 4. We are storing the result in "BaseEntity" and calculate Account1 by looking at OPEX at a Parent Entity. Obviously, since it is referencing a Parent Entity we have to run our consolidations twice in order to get the result. Is there a way to sum up the Base entities of Parent1 and reference that value in a formula or is there a way to run a consolidation within the formula for just that Parent Entity? In other CPM/EPM products I've worked with in the past you can right rules where you run an aggregation on the Entity and then run your calculation. In OneStream I cannot seem to find a way to do this. If api.Pov.Entity.Name = "BaseEntity" Then api.Data.ClearCalculatedData("A#Account1",True,False,False,True) api.Data.Calculate("A#Account1 = A#OPEX:E#Pare

Is there an ability to organize a default order for the columns in LIM? I understand the user can customize the order, but we'd like to determine a starting order. Register Definition doesn't give the traditional arrows available to reorder. 

Dears,  I need move one base member under another parent in UD1 dimensions, the problem is that member should be consolidated till specific time period and then should be consolidated under another parent. There is no option like "percent consolidation" with time frame on UD1 dimensions. Could anyone have any solution for described problem? Before: U1#A(parent) U1#A001(base) consolidated till proper month in 2026 U1#A002(base) After: U1#B(parent) U1#A001(base) consolidated after proper month in 2026 U1#B001(base)

Hi all -  We have a Labor Allocation Process that runs manually which we have seen some silent failures occur through our Api Calculate or Api Clear data. I am attempting to go through our business rules and add more complex logging to get a better understanding where/when these things occur.    Lets say I had this code block.. Dim sourceDims As String = "U2#None:U3#None:O#Import:I#None:F#None:V#Periodic:C#USD" Dim destinationDims As String = "U2#None:U3#None:O#Import:I#None:F#None:V#Periodic:C#USD"   If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Copy3rdPartyImportData") Then 'Only run for the Base Entities and local currency If (Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity()) 'Get the current scenario Name Dim curScenarioName As String = api.Pov.Scenario.Name If curScenarioName = "Rpt_Mar" Then 'Clear previously calculated data api.Data.ClearCalculatedData(True, True, True, True,"A#3PFB_Capital","O#Import","I#None","V#Pe

Hi OS Community.  has anyone encountered this error when logging into OneStream? "Another user is already logged into the application on this client. That user must log out of their external identity provider before you can log in." I ran into this issue today with a user and wanted to see if anyone has experienced the same thing and found a fix.  Any help or suggestions would be greatly appreciated. Thank you! Edit: I found a similar post from past [ Unable to Login into OneStream]  where it was suggested to log out of the organizational SSO account, but just wondering if there's a permanent fix or root cause of this.

Our two environments are currently on different OneStream versions. DEV is on 9.1.1 and PROD is 8.4.4. We have an upgrade scheduled to get them in sync soon.  However, currently facing a parameter resolving and passing issue while trying to migrate some functionality from DEV to PROD.  All setups are now equal between the two applications for the workspace that I moved over to PROD. However, I believe version 8.4.4 is having some trouble resolving parameters being passed to a button click that I have on the same dashboard. I have a button whose "Selection Changed Server Task" is set to "Execute Data Management Sequence" and "Selection Changed Server Task Arguments" is set to "{FilteredForecastRollforward_ButtonRan}{SelectedContracts=[|!param_SelectContracts!|]}".  Within 9.1.1 DEV this data management sequence runs no problem an receives the value of "Contract1" upon logging. However, in 8.4.4 PROD this parameter is not resolving properly and comes as "|!SelectedContract

I've been going through some training material on DCS for a use case that requires frequent changes in a dimension (UD3 - SKU). Because of this, I'm considering dynamic dimensions where the SKU can be written and generated via code. Unfortunately, I haven't found anything that supports writing data from a cube view. I've only found material that says the "Dynamic Cube" needs to have the share and edit feature turned on.Question - Is it even possible to create a cube, use a dynamic dimension as one of its dimensions, write allocation calcs to allocate data to SKU level and be able to modify that data using cube views?If not, what is the best way to handle this use case without having to create another non-dynamic SKU dimension.

I’m exploring ways to configure OneStream to send automated email notifications when a workflow status changes.Specifically, the requirement is something like:When a workflow transitions from Not Started --> In Progress, orFrom In Progress --> Completed (or similar workflow status changes),the system should automatically send an email notification to a defined user or user group to inform them of the status change.If anyone has implemented something similar or can point me to the right framework (or limitations) around workflow-driven notifications, I’d really appreciate any guidance or examples.Thanks in advance!

Hi Team, In Manage Workflow initially i have faced an issue, we thought Workflow channel name "Whatif_R&O_Adj" contains special character &. is this really because of '&' symbol. or is there any other issue. Could you please advise on this. and after clicking on the 'ok'. it is not showing unlock and Unlock Descendent options. Please help to resolve the issue. Below are my workflow settings. Thank you, Shiva Prasad.

Hi everyone, I’ve developed a report using Cube Views and noticed the following behavior with keyboard navigation: The Tab key moves right and then wraps to the next row The Arrow keys move in their respective directions and wrap at the boundaries When navigation reaches the end of the report, it continues by jumping back to the beginning and starts again from the top. Is there a way to stop this wrap-around behavior at the report boundaries?Is there any property setting to control or disable this? Thanks in advance,Archana

Hello everyone,I’m looking for feedback on the pros and cons of using a single Actual scenario across two cubes (e.g., Consolidation and FP&A) versus defining separate scenarios for each cube.For example:      Option 1 (shared):                     Consolidation Cube : Actual (Scenario Type = Actual)                     FP&A Cube : Actual (Scenario Type = Actual)     Option 2 (separate):                     Consolidation Cube : Actual (Scenario Type = Actual)                     FP&A Cube : Monthly (Scenario Type = Control)From your experience, how do these approaches compare in terms of data governance, maintenance, performance, flexibility for planning/reporting, and potential risks (e.g., unintended impacts between cubes)?Any

Hi everyone,I need to add a button to a dashboard to allow users to export to csv or txt some data from the staging area, specifically from dbo.vStageSourceAndTargetDataWithAttributesI tried multiple approaches using a dashboard extender but cannot find the right way to do that.Has anyone done that before and has any suggestion or best practice to do it (even without using a BR)?Thank you for the help!

Hi all,my client is loading in OS Actual data in MTD.I set up a cube view to show the actuals MTD month by month. If the user loads the first 3 months, the cv correctly shows the MTD for the first 3 months, but for the 4th month it shows the YTD with inverted sign:If I understand correctly, this setup should be configurable by intervening on the following WF Profile settings:I also changed the following setting in the scenario configuration:nevertheless, the cv keeps showing the inverted YTD in the new month.Can anyone explain why?Thank you!

I am running a cube view form in a workflow from OnePlace, i can able to execute other forms like Total Revenue, COGS, IC COGS, OPEX etc but not IC Revenue, Need help, if anybody come across this.   Error processing member. The item was not found. Member, -100. Error Description:Unable to execute Business Rule 'CFO_NoInputRule'. Error processing member. The item was not found. Member, -100. User Interface Stack Trace: at OneStream.Client.Api.DataExplorerServiceReference.DataExplorerServiceClient.StartOpenCubeViewGridCompressed(SessionInfo si, Guid workspaceID, String cubeViewName, CubeViewUIModuleType uiType, Dictionary`2 customSubstVars, TriStateBool suppressRows, Int32 pageIndexForPreviousPage, CVGRowOrColUniqueIDStruct lastRowIDInPreviousPage, Int32 compressedRowIndex, List`1 overridenCubeViewMemberExpansions) at OneStream.Client.SharedUI.DataExplorerControl.InitializeGridAsync(TriStateBool suppressRows)

Hi all,I'm experiencing a strange issue on OneStream (rel 9.2.0.18004) that was working as expected under previous release (8.*)In a dashboard I have combos that let me select Scenario and Time, with a "POV Action" that set them back setting - respectively - WFScenario and WFTime parameters.Now, starting from the above mentioned release, whenever I change a combo, the focus moves from the dashboard, opening the selected Workflow.So, the User is experiencing something like:Launch the DashboardSelect ScenarioSystem opens current WorkFlowOpen back my dashboardSelect TimeSystem opens current WorkflowOpen back my dashboardRun the actionIn previous release, the POV Action didn't took the User away from the current dashboard.Have you experienced the same issue ? Is there a workaround to let the user stay in the dashboard ? Thanks in AdvanceFabioG

Hi,We are working on a Proof of Concept (POC) with the aim of implementation. However, one issue remains a roadblock and is hindering the adoption of the solution: the deletion of lines loaded with the same amounts, which we are unable to reconcile or isolate.In TXM, our ERP system sends us many identical lines (following corrections by the accountants): e.g., Transaction ID 1, CPT1, Invoice: 10000 Amount: 10; Transaction ID 2, CPT1, Invoice: 10000 Amount: 10; Transaction ID 3, CPT1, Invoice: 10000 Amount: 10.I would like to know how, within a single Data Set and from the same Data Source, to reconcile and/or isolate these lines, which represent unnecessary noise in the analyses. From my understanding, intra-Data Set reconciliations are not possible in this case. I sometimes have 2, 3, 4, 5 or even more almost identical lines that unnecessarily clutter the analyses and hinder the actual cases that need to be studied.Do you have a solution for reconciling these lines and placing th

Hi All,We are using a spreadsheet component on a dashboard to show a cubeview.  When we enter text into an annotation field, it works fine and you just have to hit save afterwards for the data to be committed to the cell.  However, if we want to attach a file to the cell, once we do that and click ok, we are prompted with a message box that says "Do you want to refresh OneStream data?  All unsaved changes will be lost".  Regardless, of whether we say yes or no, the file still gets attached.Is there anyway to disable this prompt as it really doesn't offer any value to us?  Is this out-of-the-box functionality?Thx,Mike