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Scheduled tasks not running
Hi, I have 12 separate schedule tasks that is set to run monthly on calendar days 1-15. It runs every 2 hours starting from 12AM. (Next is 2AM, 4AM, and so on) I am encountering inconsistent issues with 6PM and 12AM where it does not kick off at all on random days. I've checked the configurations and can confirm it is set up right. Any idea what's causing the inconsistent failure to run? I'm in central time if that helps.How to "Import" "in parallel" via a "OneStream Connector" to a "Data Warehouse"?
Please share your practical advice to help us meet the new Integration requirements. - I couldn't find a OneStream KB/post nor a good result from free Gemini. - We're using SAAS on v9.0 to move to v10 upon its upcoming release. Thank you folks for sharing your expertise.Known Issue Report & Workaround for Community Pages Not Loading
1 MIN READ The OneStream Community team is aware of an issue that impacts the usage of the IdeaStream and User Groups for all OneStream Community members. We are working closely with our platform vendor to publish a patch to resolve these issues. Please read on for further details. Who is impacted? This issue impacts all signed in OneStream Community members that are attempting to 1) Access any space or post within the IdeaStream, and 2) Post a new discussion within a User Group. What is impacted? IdeaStream and User Groups. How is it impacted? Members who attempt to access a category or post within the IdeaStream or attempt to post a new discussion within a User Group will notice that the URL displayed in their browser will change, but the page will not proceed to the URL listed in the browser. Workaround Click the intended link or button, and then click refresh on your browser to display the desired page. This will load the page as expected. Status Our platform vendor is aware of the issue and we have been placed in a queue to receive a patch to the OneStream Community to resolve this issue. We are aware of this issue and apologize for the disruption. Please check back here for updates to this known issue. Thank you for your patience and understanding.
Managing Group Company Exits in the User Workflow View
Hello everyone, We have several companies that have been sold or dissolved. To simplify users’ work, we would like to stop displaying workflows for these entities for periods when they no longer exist within our group. I’m not sure if this is the recommended approach, so please feel free to share your best practices with me. For my part, I have several ideas: Revoke access to the workflowProfile of the relevant entities via the access permissions of the users responsible for importing the data. Use a Business Rule to retrieve the name of the entity linked to the user’s workflow and, using its Entity ID, retrieve the date the company left the group, which is stored in Text6. This way, I could either display no periods (meaning there would be no workflow), display all 12 periods, or display only the X months of the year the user was in the group. I can retrieve the ID of the entity assigned to the workflow, but I can’t retrieve the data in Text6. I get the error “Object reference not set to an instance of an object.” If args.MemberListArgs.MemberListName.XFEqualsIgnoreCase("IsFormValidForEntity") Then '-- Usage: T#Root.CustomMemberList(BRName=JR_MemberList, MemberListName=IsFormValidForEntity, CVName=[RLS010 Local - Compte de résultat]) 'T#|WFTime| Dim WfGUID As guid = si.WorkflowClusterPk.ProfileKey 'obtient la clé de profil du workflow actuel de l'utilisateur Dim EntityList As List(Of WorkflowProfileEntityInfo) = BRApi.Workflow.Metadata.GetProfileEntities(si, WfGUID) Dim entityId As Integer For Each eInfo As WorkflowProfileEntityInfo In EntityList api.LogMessage("Workflow Entity:" & eInfo.EntityName) entityId = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, eInfo.EntityName) api.LogMessage("entityId :" & entityId) Next Dim entityText6 As String = api.entity.Text(entityId,6).ToString '<-- Error Object reference not set to an instance of an object. api.LogMessage("entityText6 :" & entityText6) Do you have any advice on the best way to handle an entity’s departure from the group, while retaining or not retaining the ability to access its previous workflows? Sincerely,Build High-Impact Dashboards in OneStream: From Data to Decision
3 MIN READ In OneStream, dashboards are where data becomes actionable insight. Whether supporting executives, enabling administrators, or guiding end users through intuitive landing pages, effective dashboard design is a critical capability for any OneStream professional. For those working with cube data, dashboard components, or application navigation, the OneStream Essentials: Building Dashboards course is designed to help you move faster—and build with confidence. Why Building Dashboards in OneStream Matters Dashboards sit at the intersection of reporting, usability, and performance management. When designed effectively, they enable users to quickly analyze information, navigate applications, and make informed decisions. When not, they create confusion, reduce trust, and increase maintenance effort. In practice, OneStream dashboard builders are responsible for: Creating executive dashboards that highlight key financial and operational metrics Maintaining administrator dashboards that support application performance and governance Designing landing pages that guide users to the right content and workflows Troubleshooting and evolving dashboards as applications and metadata change The challenge is that dashboard development requires more than technical navigation—it demands a clear understanding of structure, data relationships, and deployment best practices. As one instructor explains: “Building dashboards in OneStream isn’t just about visuals—it’s about helping users truly understand their data and make confident decisions. When dashboards are done well, they transform complexity into clarity and empower teams to take action with purpose.” Stephen Roberts, OneStream Authorized Trainer What You’ll Learn in the Building Dashboards Course The Building Dashboards course is a hands-on learning experience built around real OneStream use cases. It is designed for professionals who need to create, enhance, or maintain dashboards within the platform. Key topics include: Interpreting the structure and data behind existing dashboards Maintaining dashboards as applications and metadata evolve Building executive dashboards directly from cube data Recreating and optimizing administrator dashboard functionality Designing intuitive landing pages for end users Troubleshooting common issues before they impact users By the end of the course, participants can confidently design dashboards that are scalable, maintainable, and aligned with business needs. Who Should Attend? This course is ideal for professionals who: Build or maintain dashboards in OneStream Support executives, finance teams, or end users with reporting Serve as OneStream administrators or power users Want a strong foundation before advancing to more complex dashboard design It is also a recommended step in the broader OneStream learning path for administrators and power users. Instructor-Led Building Dashboards: Upcoming Virtual Classes For those who prefer guided instruction, live demonstrations, and hands-on labs, instructor-led sessions provide an opportunity to build skills quickly and ask real-world questions. Building Dashboards — Virtual (Central Time) Date: May 12–13, 2026 Format: Instructor-Led, Virtual Building Dashboards — Virtual (Central European Time) Date: May 27–29, 2026 Format: Instructor-Led, Virtual Building Dashboards — Virtual (Central European Time) Date: June 9–11, 2026 Format: Instructor-Led, Virtual Each session delivers the same comprehensive curriculum in an interactive format, allowing participants to immediately apply concepts through guided exercises. Take the Next Step in Your OneStream Dashboard Skills If you are responsible for dashboard design, deployment, or maintenance, investing in the right training delivers immediate impact—better dashboards, fewer support issues, and more confident users. To register, log in through Okta, access Navigator, and enroll in an upcoming Building Dashboards instructor-led course. Start building dashboards that don’t just display data—but drive decisions.
Tech Talks After Hours: Smart Integration Connector (SIC) - A Technical Perspective
Unlock the full potential of your data integration with OneStream’s Smart Integration Connector (SIC), a secure and scalable solution! Join Brian Dabrowski as he demystifies SIC setup, shares real-world efficiencies, and reveals how this powerful gateway transforms data access, governance, and automation for modern enterprises. To receive OnePoints for watching this Tech Talk video, please visit the link below: Tech Talks After Hours: Smart Integration Connector
Excel add-in: Save offline version not working
I have a client who is trying to save an offline version of some of their excel reports in order to share them with their auditors. First they open the spreadsheet, refresh the workbook, then select the "Save Offline Copy" feature from the OneStream ribbon bar. Second, they close the original spreadsheet, then attempt to open the "offline" version. What appears is a series of #VALUE! where there should have been offline data. Has anyone else out there encountered this? Is it a known bug? Is there any type of work-around? The client does not want to use excel's copy-paste value feature because there are excel (non-OneStream) formulas such as "SUM" that they want to preserve. Any ideas, suggestions, or information would be much appreciated. Thank you,Calculate HC in LIM for Mid-Month Start
Is there an ability to calculate HC expenses that account for when in the month an employee starts and prorate accordingly? As an example, if the employee starts on the 15th then their monthly salary would be Salary / 12 * (15/30). The syntax available in the blocks don't clearly identify if this can be done.
