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Transformation Event Handler Guidance
Hi, I have created a transformation event handler where it throws an error when an user tries to "Clear" file/s. in Import step. Now, the error comes when user tries to delete his/her file or "All" files. I only wanted it to throw error when user (mistakenly) selects "All" imported files and click on "Clear" Is there a way to achieve this by some conditions or checks? Thanks in advance, PM
How to merge column headers in Cube View 8.4 - MergeAndCenterColumnHeaders not working
Hi, I'm using OneStream 8.2 and trying to merge 3 column headers (Forecast, Budget, Var) under one "|!Entity_Selection!|" header. I've tried Setting MergeAndCenterColumnHeaders = True in Column properties The merged header is not appearing. Has anyone successfully merged column headers in version 8.4? What am I missing? Thanks! Output required:Planning: Daily Data to Daily Import to a Monthly App
Please share your experience / practical advice to help us meet daily data requirements. Have you seen a KB / post that has met daily data requirements for Planning? - Daily Data per Month - Daily Import - Reporting for Planning by Day by Month Thank you folks for sharing your expertise.
Top-side Entries
I'm having an issue with specific top-side entries not being captured by cube views, dashboards, and even business rules. The entries were posted to the Adj workflow with entity member filter: E#Root.WfProfileEntities. Could it have something to do with the entity member filter assigned to the journals?
Confirmation Rule detail
I created a new entity and workflow in OneStream. The metadata, workflow properties, and configuration are identical to existing workflows and entities. However, I noticed a difference in behavior: For the existing workflows, the confirmation rule displays results at the company level, even for entities with multiple child BUs. For the new workflow and entity, the same rule displays results at the BU level, showing multiple rows for each child BU. I have verified that the rule, meta data configuration, and workflow properties are the same.Hands-on or Just Getting Familiar? Pick the Right OneStream Start
4 MIN READ When you’re new to OneStream, your first training choice can either accelerate your confidence—or leave you feeling overwhelmed. The key question isn’t “Which course is better?” It’s “Which course fits your role right now?” This post breaks down the two starter courses in our portfolio so you can make the choice that sets you up for success. Introduction to OneStream - This course focuses on using OneStream—not configuring it. Getting Started with OneStream - This course focuses on supporting and configuring OneStream—not just using it. Why your first step matters Picking the right entry point sets expectations, builds confidence, and saves time: Right fit for your role: End users need fluency with navigation, workflows, and basic reporting; admins need the data model, security, and workflow design. Faster time to value: End users get productive sooner; admins get the baseline needed for advanced courses. Smoother team rollouts: Leaders can enroll the right mix of roles and avoid over-skilling or under-skilling Who should take Intro to OneStream? Choose Introduction to OneStream if you’re a finance/business end user who needs to: Navigate the platform confidently Complete a typical Financial Close and a sample Planning workflow Run fundamental reports and understand key terms and roles Format & time: On-Demand (~4 hours). Prerequisites: None required; familiarity with finance/accounting is helpful. Outcome: Day-one confidence as a business user—without diving into admin responsibilities. Who should take Getting Started with OneStream? Choose Getting Started if you are (or will become) an administrator, power user, partner consultant, or the person others come to for support. You’ll: Learn foundational admin concepts and the OneStream data model Practice in a guided lab environment (Instructor-Led Training) or structured On-Demand labs Build the baseline needed to proceed to advanced admin courses (this is the required prerequisite) Format & time: Instructor-Led: 1 full day On-Demand: ~6 hours Prerequisites: No strict prerequisite; this is the starting point for all advanced admin training. Outcome: Practical foundation to support users, configure workflows, and prepare for deeper admin topics. At a glance comparison If you only remember one thing: Introduction to OneStream builds user confidence; Getting Started with OneStream builds admin capability. Attribute Introduction to OneStream Getting Started with OneStream Best for Business/end users who need to execute daily tasks and basic reporting New administrators, partner consultants, or anyone beginning the admin journey Primary focus Navigation, roles, key terms; complete a typical Financial Close and sample Planning workflow; fundamental reporting Core admin concepts and data model; guided lab practice; readiness for advanced admin courses Format & duration OnDemand (~4 hours) ILT (1 day) or OnDemand (~6 hours) Hands-on labs Light practice within OD modules Yes—structured, guided labs (especially in ILT) Prerequisites None (finance familiarity helpful) Typical outcomes Day-one user confidence: navigate, execute close/planning steps, run basic reports Baseline admin proficiency: support users, understand security/dimensions/workflows, prepare for advanced topics Promotion (Q1 2026) — 15% off ILT with code ILT15%Q1_2026 (Jan–Mar 2026) Quick Decision Checklist If you answer Yes to any statement in a section, that’s your match. Intro to OneStream “I’ll be using OneStream to complete tasks, not administering it.” “I need to navigate, execute close/planning steps, and run basic reports.” “I want a short, self-paced overview to get comfortable quickly.” Getting Started with OneStream “I will administer or implement OneStream for my organization or clients.” “I want hands-on, guided practice (labs) and live instructor feedback (if ILT).” “I plan to take advanced admin courses and need the required prerequisite.” Limited time savings on ILT (Q1) Accelerate your admin readiness with hands-on guidance and save 15% on Instructor-Led Training when you enroll January-March 2026. Use code: ILT15%Q1_2026 at checkout. (Offer applies to ILT courses during the promotional window.) FAQs Can I start with Intro and take Getting Started later? Absolutely. Many learners begin with Intro for immediate fluency, then move to Getting Started when they assume admin responsibilities. Is finance/accounting knowledge required? No—both courses are beginner friendly. Familiarity with finance helps, but it’s not mandatory. Do I have to take ILT for Getting Started? No—Getting Started is available OnDemand too. Choose ILT if you want a live, guided experience with labs and immediate feedback. Next steps Customers can access OneStream training courses by logging in through Okta. Once authenticated, you will be able to view and register for the available classes based on your role: End Users: Register for the Intro to OneStream (OD) course to quickly become productive with the platform. Admins / Consultants: Enroll in Getting Started with OneStream. You can choose the Instructor-Led Training (ILT) option for live, hands-on labs and real-time feedback, or the On-Demand (OD) course for a more flexible learning experience.
Security Report - Dashboard for Admin- Access
Good day to you. Currently, we are working on a Dashboard for User Access. We have successfully implemented the logic to retrieve Security Group Unique IDs along with their corresponding Security Group details. As part of this dashboard, we now need to retrieve Workflow Profile–level details, specifically: Entity assigned to the Workflow Profile Access Group Maintenance Group Workflow Execution Group Certification / Signoff Group So far, we have been able to retrieve details for points (1), (2), and (3). However, we are unable to fetch the Workflow Execution Group and Certification / Signoff Group details using either Business Rules or SQL queries. Could you please help us by suggesting: The appropriate Business Rule method/API, or A supported SQL approach, to retrieve these remaining Workflow Profile security details? Your guidance on the recommended approach would be greatly appreciated.
Genesis cannot start: "Value cannot be null."
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.
