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Pass through external parameters into dynamic cube view services
Hello, Is there a way to pass a combo box paramater into a cube view service? I think would be through the Service Factory. Since the cube view service runs when the cube view is executed and there is no call as XFBRs or Dashboard extenders, Is there a way to pass parameter values into the cube view service business rule?
Same Account Rolling to Different Parents Depending on Entity
Hi everyone, I’m currently building a OneStream application for a budgeting process and I’m facing a modeling challenge with account aggregation. The situation is the following: We have the same source account (for example 600000) across multiple entities. However, depending on the entity, the amount should roll up to different parent accounts in the reporting structure. Example: If Entity A loads Account 600000 = 1000, the amount should roll up to ParentA. If Entity B loads Account 600000 = 1000, the amount should roll up to ParentB. The key requirement is that I would like to keep only one account member (600000) in the Account dimension, without creating multiple target accounts such as 600000_A or 600000_B. Since the Account hierarchy in OneStream is static, I’m trying to understand what the best design approach would be to handle this type of entity-dependent aggregation. Has anyone implemented a similar requirement? What would be the recommended way to model this in OneStream while keeping a single account in the CoA? Any guidance would be greatly appreciated. Thanks in advance!
Exporting Grid View Filter Results
Hi OneStream Community, I had a question regarding extracting dimension metadata and properties from OneStream. Currently, when we go to the Dimension Library, apply member filters in the grid view, and then right-click and export to CSV, we can download file containing the metadata along with its properties. I’m trying to find out if there is a way to automate this instead of doing it manually. Ideally, I would like to extract the same information (based on member filters or a specific hierarchy) through something like a Dashboard, Data Management step, or Business Rule, so the export can be automated. Has anyone implemented something similar or know of an approach to achieve this?
CV with Comments - Print option that include the comments
It seem like both edge and chrome browsers have removed the layout selection when printing the entire web page. I wanted to use this print option for printing the entire dashboard page of cv with comments where viewing comments for cube view summary or desendents summary. As at now, the export option in the task bar is only exporting the cv table in excel and pdf, there is nothing showing up for comments. It will be nice if there is a dashboard page print/export option for the entire dashboard.Genesis - Drill down > Open in New Tab
I am testing out drill functionalities in Genesis and found this "Open in New Tab" being grey out. I checked the cv in the page and am unable to find any config in this cv that relates to this. How do I make this option active for use? it will be really useful to see the drill results in another tab so that it can be view side by side with the original dashboard.
OCS Reports & Dashboards Certification Prep Webinar
1 MIN READ Are you preparing to schedule your OneStream Certified Specialist (OCS) – Reports and Dashboards exam and looking for additional preparation? The OneStream Certification Program is pleased to announce our second Certification Prep Webinar for the OCS – Reports and Dashboards exam. Join us on Tuesday, March 31, 2026, at 11:00am ET for a 60-minute session led by OneStream experts. This webinar will review key topics covered on the exam and provide additional context to support your exam preparation. Topics Covered The session will focus on the following exam topics: Cube Views Dashboard Parameters Dashboard Components Additional related concepts Our Experts Presenting The webinar will be facilitated by the following presenters: Kurt Mayer, Senior Solutions Architect, Perficient Matt Grundey, Principal Software Instructor, OneStream Nicky Baretta, Manager, Remote Consulting, OneStream Registration Register today to reserve your space. Missed the First Prep Webinar? The previous Certification Prep Webinar for the Reports and Dashboards exam is available on the Navigator site and can be used as an additional study resource.SetLiteralParameterValue issue on web
In our first workflow step, we set the value of a literal parm using dashboard extender and then in next step use that parm in a DM job to export data based on that parm value. On windows client, our DM job works fine but when we try it on web, it does not find the value of the parm and errors out. Can someone please share any experience with this kind of setup and how to make it work on web?
Metadata builder and extensibility
Hi everyone, I am currently using the metadata builder in excel to maintain and keep updated the hierarchies of all dimensions, but I'm having an issue in loading two separate dimensions for UD5. I was planning to build the U5 dimensions as follows: within each dimension, I would have the same base members organized in different hierarchical structures (aka same base members but different nodes between Finance and HR). In Excel, I divided the two dimensions in two separate sheets, because I can reference one dimension at a time in each sheet when I load the XML of the first dimension, I have no issues and the dimension loads as expected. If I make a change to the configuration of that same dimension and load the new xml, I still get no issues. The problem arises when I try to load the XML of the second dimension. The error I get is the following: Error processing XML file type 'Metadata'. Error processing XML. The specified member does not belong to the encompassing dimension. 169989, Cost Centers HR. XML line 127, position 7, element member. The 169989 member is the first base member in the HR dimension. It seems the system refuses to load members that already exist in the Finance dimension. My questions are the following: Is there a problem in the way I designed the UD5 dimensions in excel? OR is it normal that the same base dimension can be loaded for one dimension only, and the second XML (for the HR dimension) should only include the new relationships between the already existing base members and the new nodes of the HR dimension? Thank you in advance for any help, feel free to ask additional info if needed
Pull in Variables from another BR
I'm trying to call a helper BR that I wrote to pull in two variables to denote our environment, but I'm getting an error message saying the extender business rule.MainClass is undefined. Background: Our GL has three environments, Dev, Prj (test) and PRD. As we promoted projects up in OneStream, I have to edit the BRs to reference the different environments. It's a pain when it comes to the SQL because the environment is part of the tableName.fieldName. Goal: to have one helper BR that has the environment variables in it and all other BRs reference this rule so I no longer need to edit them from environment to environment. The helper rule in DEV would reference the DEV tables, the helper in PRD would reference the production tables, etc. 'test code to pull in environment variables from a Helper 03-05-2026 'Define reference to business rule Dim JDE_EnvironmentHelper As New OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass '<-- Update ReferencedBRName with your Business Rule 'Call function within referenced business rule If Not JDE_EnvironmentHelper Is Nothing Then Dim returnVariable As String = JDE_EnvironmentHelper.GetConnectionString(si, gateWay, envTbl) '<-- Update ReferencedBRFunctionName, param1..paramX, returnVariable type End If ' End test code 03-05-2026 The above code* is from the Connector rule that is to receive the variables, gateWay and envTbl. The error I get when I validate it is: Error at line 37: Type 'OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass' is not defined. This code is directly copied from the OneStream snippets (modified for my BR name, of course) What am I doing wrong? Am I even on the right track? *line 3 above is line 37 in my BR
