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v9.0.4 Platform Upgrade - OFC Impact
Hello all, It's unclear to me if upgrading the platform to v9.0.4 will impact the continued use of OFC PV 8.4 SV112. Does anyone have any insight if OFC needs to be upgraded to PV9.0.0 SV201 if the platform if upgraded to v.9.0.4? Thank you!Solveddsebenaler2 hours agoNew Contributor III14Views0likes1CommentGet the name of the current container of an embedded dashboard
Hi everyone, In a dashboard that I'm developing I have multiple dashboards embedded into one another. Within one of the embedded dashboards I have a button that is associated to a dashbaord extender rule. When the button is clicked, I need the rule to retrieve the name of the dashboard that is currently the container of the embedded dashboard where the button is placed (see scheme below) Primary dashboard Embedded 1 Embedded 2 Embedded 3 -> button I see there are two rules (args.PrimaryDashboard and args.EmbeddedDashboard) that allow to retrieve the name of the primary dashboard OR the name of the current dashboard (Embedded 3 in the example). I need to retrieve the name of Embedded 2. I couldn't find any resource that explained if and how to do that. Does anyone know how to do that? Thank youfc3 hours agoContributor10Views0likes1CommentCVR and GetDataCell Issue in cube views
Hello, I currently have a cube where I am having an issue calculating variances. The row has GetDataCell(CVR(Row1)+CVR(Row2)) and Column is has T#POV, T#POVPrior12, GetDatacell(T#Pov-T#POVPrior12). When I run the report, the first two columns run correctly for T#POV and T#POVPriorYear, but the third column where the two get data cells meet does not calculate correctly. I can't get it to work on a column override either as I know there is a order of operation for the GetDataCell. I want to keep the report as dynamic as possible, is there a way this can be achieved without breaking the columns out and manually doing the overrides?s_cynthiia4 hours agoNew Contributor II7Views0likes0CommentsExcel Template upload - Data Source setup
Hi All, I'm trying to set up some Excel templates for the uploading Budget and Forecast data. I'm pretty happy with the Excel Template side, with the named range (XFD), and specific header formats, etc. However, I'm a bit lost on the Data Source set up, I get that you have to Allow Dynamic Excel Loads set to True, but what about the rest of the set up? Do I choose Delimited or Fixed file? It feels like this Data Source section is really for flat files, as it always wants to know the column number. I've tried importing the Excel into the Data Source in the same way I would for a csv file, but it just shows up as xml gibberish in the top box. It definitely feels like I'm missing something.SolvedBeeswing777 hours agoNew Contributor III5.1KViews2likes4CommentsAdd "Where Used" for Content Blocks
Presently, if you want to manage content blocks in content management and clean out unused block, it does not show you if a block is used within another block. Example: In this screenshot, XLI_Page_KPITile_1 is used within XLI_Page_KPILayouts_1, but I have no way of knowing that. So I could easily delete the tile and break the layout. Could there be a way to identify where a content block is used?CarolBarefot8 hours agoNew Contributor II11Views1like0Commentsloading 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?jeffvdt8 hours agoNew Contributor III17Views0likes1CommentCAMT.053 Files (ISO20022)
Has anyone imported CAMT.053 files from their bank into OneStream? We are embarking on an Account Reconciliation project and trying to accommodate our international sites. We've been told this is tricky and to stick with the BAI format, but that will be problematic as we integrate more global entities.Brooks8 hours agoNew Contributor III3Views0likes0CommentsShape the Future of OneStream Certification: Take the Financial Close Beta Exam - Deadline Extended!
2 MIN READ Available Until April 10 The OneStream Certified Specialist (OCS) – Financial Close Beta Exam will be open for participation until April 10. 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 Guidetnylin9 hours agoOneStream Employee174Views1like0CommentsSequence not performing appropriately in WF
Hello, I have Product and Customer allocations that I would like to be ran on the process step of the Workflow. The weird challenge that I am running into is that when I run each step of the sequence on its own, the allocations are executing as expected. When I run all of the allocations with one sequence/in the Workflow, my allocations are producing errant results. (E.g. my allocated-in amount in is only a small fraction of my allocated-out amount.) Is there a property I am missing on a sequence or workflow that may cause problems if not handled appropriately? I am calling the sequence with a No Calculate in the WF, which executes a handful of Finance BR Calcs.Solveddanszczepanski1 day agoNew Contributor III33Views0likes2Comments
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