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loading sub-ledger data into OneStream
Hi Community :) We are currently in development with regard to loading sub-ledger data into OneStream, but the balance specifications are so granular that we currently have them split into about 10 distinct loads. Because of this setup, our end users are being forced to manually click "Load and Transform" 10+ times to get a complete sub-ledger balance loaded for the period. Obviously, this is tedious, creates a poor user experience, and introduces a lot of room for human error. We want to streamline this. What is best practice to do this?
Delimited file Import and normalization
Hi everyone, I need to set up a few transformations to normalize a delimited file that will be uploaded by the users, before feeding it to the datasource. I previously worked with FTP folders, and used a Connector BR to retrieve data and normalize it before the datasource step. I have never worked with delimited files loaded directly by clicking Import. It's not clear to me if I can still use a connector BR or if I need to use something else (a Parser BR?). Can anyone help me understand what is the best practice in this case? Thank you for the support!
Tech Talks After Hours: Genesis Solution Packaging Kit (SPK) from Scratch - Pt. 1
Join Tony Mallardi and Tom Linton as they walk developers through the next layer of the Genesis Solution Packaging Kit (SPK) fundamentals, combining practical architecture guidance with a hands‑on build to strengthen confidence and fluency with the platform and supporting Solution development! To receive OnePoints for watching this Tech Talk video, please visit the link below: Tech Talks After Hours: Genesis Solution Packaging Kit (SPK) from Scratch - Pt. 1
Genesis: Formatting values
We've encountered the following challenges when working with graphs in Genesis: All displayed values are prefixed with a "$" symbol. We are unable to modify graph colors effectively, as changes made in the ColorSet do not reflect on the graphs. We require the functionality to apply scaling independently within each graph. To address these issues, we request the ability to customize these settings either individually within each Genesis block or globally through the ColorSet/settings configuration. Best regards Ole Pedersen
Excel add-in V9: Not able to drilldown
We recently upgraded from V7.4 to V9.1 and we’re seeing an issue with the Excel Add-In. A small group of users (about five) are unable to use the Drilldown feature (the option is completely greyed out), while the rest of our users can access it without any issues. All users have been upgraded to the 9.1 Excel Add-In and every other function appears to be working correctly. Has anyone else run into this? Any ideas on how to fix it?
How can I retrieve the name of the form template using a finance business rule?
Hello everyone, Thanks to this discussion: https://community.onestreamsoftware.com/discussions/WorkflowDI/forms-by-entity/13417 I can now show or hide the input cube views based on whether or not the group entity has been released, as stored in Entity Text6. However, by doing this, I lose the ability to display cube views only for the quarter, half-year or full year. Currently, I display the cube views every month if the entity is present in the group, so this does not apply to cube views that should be displayed quarterly. I would therefore like to retrieve the name of the form displaying each data entry cube view, so that I can define in the Business Rules whether each form should be displayed monthly, quarterly, half-yearly or only in December. This would allow me to use the settings provided natively by OneStream, which I have previously bypassed. But I am unable to do so. Is this feasible? The ultimate aim is to prevent accidental data entry into workflows that should no longer be populated. I have already removed accountants’ access to the workflow for entities that have left the group, but the central team still has access, and I would like to prevent them from accidentally entering data for periods when the entity has left the group. Thank you for your help
OS Genesis CubeViewTreeView
Hi All, When opening a cube view via OS Genesis cube view tree view, the content block can take a while to open. Even though there is no data, it is a simple cube view PnL. Opening it via cube view or dashboard takes only 2 seconds with data. Is there a way to improve the performance of the cube view tree view content? Appreciate your help on this.Shape the Future of OneStream Certification: Take the Financial Close Beta Exam - Deadline Extended!
2 MIN READ Available Until April 24 The OneStream Certified Specialist (OCS) – Financial Close Beta Exam will be open for participation until April 24. This beta offering provides full access to the complete exam experience and is designed for practitioners working with OneStream’s Financial Close solutions—particularly professionals using RCM, TXM, reconciliation workflows, integration processes, and related functionality across OneStream 8.x environments. Who the Exam Is For This beta exam targets any OneStream practitioner, but specifically Administrators and Financial Close practitioners seeking to validate their expertise. Candidates should have experience with areas including: Reconciliation Control Manager (RCM) Transaction Matching (TXM) Reconciliation administration and reporting Journal entries and adjustments Integration between RCM and TXM components Workflow setup, design considerations, and security Cube attribute and dimension usage Data loading and performance management Why Participate in the Beta Participating in the beta provides several unique advantages: 70% discounted exam pricing Full early access to the complete exam before public release Opportunity to provide feedback that helps shape the final credential A chance to validate your real-world skills across core Financial Close capabilities This is an ideal opportunity for professionals who want to influence final exam development while earning certification at a significantly reduced rate. What to Expect The exam is delivered online only, remotely proctored. Candidates should plan for: Use of two cameras — laptop webcam + mobile device Do NOT use a work computer, as the exam may not function properly Supported browsers: Chrome, Firefox, or Edge A full environment readiness check, including a sample quiz and technical verification A quiet, private testing location with all background applications disabled Awareness that dual monitors are not allowed, though an external monitor may be used if the laptop remains closed The exam includes multiple-choice items and performance-based tasks designed to assess true product competency. Ready to Register? Start the process with the step-by-step guide below: 👉 Registration Guide 👉 Prepare today! Download the Exam Study Guide
