Announcement
ABCRecent Activity
Running Validate and Load Steps for Multiple Years
Hi everyone, We are uploading portions of our budgets in Excel templates across multiple years. The data is imported across all the years in one shot, but the validate and load steps need to be run year by year if imported through the workflows we have set up. Does anyone know if there is a way to execute the validate and load steps across multiple years through a rule? I know we can use the batch harvest folders, but we're hoping to keep the workflow steps as close to those used in other processes as possible. Thanks, JamesCalculate values in different scenarios
Hi all, I tried to issue an api.Data:calculate with the following (fake) formula : A#ACCXXX:F:MYFLOW:S#MYSCEN = A#ACC001:F#CHI:S#ACT Of course OS complains because I'm reading from the current Scenario (ACT) but I want to write in a different Scenario that implies a different Data Unit (is it ?) While being in ACT scenario, if I would switch to DataBuffers to write in the destination Scenario (is it?) Could someone point me in the right direction ? I did this, but looks like it doesn't write a **bleep** ! Dim _srcDC As DataCell = api.Data.GetDataCell("A#ACC001:F#CHI:S#ACT") Dim _targetDB As New DataBuffer() Dim _dcNew As DataCell = New DataCell(_srcDC) _dcNew.SetScenario(api, "MYSCEN") ' This WON'T CHANGE <=================== _dcNew.SetAccount(api, "ACCXXX") ' This Change _dcNew.SetFlow(api, "MYFLOW") ' This Change _targetDB.SetCell(si, _dcNew) api.Data.SetDataBuffer(_targetDB, _destinationInfo) In the end, works fine... just doesn't change the Scenario... :-/ What am I doing wrong ? Thanks in advance for your help FabioG
Is there an example of using System.Reflection namespace with OneStream APIs
I'm driving myself a little crazy at the moment. Sometime in the last few days, I stumbled across a Community Post (I think) about how to use System.Reflection to programmatically list OneStream API object methods, overloads, parameters, etc. At the time I saw it, I thought "Oh, that's cool!" and remembered that if I needed to find it again, I just needed to search for "Reflection" in community posts. Well, for the life of me, I can't find the post again. Does anyone know of a post that describes how to use System.Reflection's methods, like GetMethods on OneStream API objects? I know I'm being lazy and could work out the code myself, but what I read had already worked out the BindingFlags and other parameters on the calls that were specific to OneStream.
Genesis Replay Now Available!
1 MIN READ On this episode of Tech Talks, Jacqui Slone and Doug Kinchley join Matt Kerslake to discuss OneStream Genesis. Join them and learn how Genesis is unlocking new possibilities for finance teams to click-to-configure new financial and operational models, launch new planning processes, and enhance reporting and analysis with ease. This replay will be available here until July 18th and always available on Navigator as part of your Passport subscription.Coming Soon: Getting Started with OneStream & Introduction to OneStream Courses
3 MIN READ Global Education Services will release the new Introduction to OneStream and OneStream Essentials: Getting Started with OneStream courses on July 9, 2025. Getting Started with OneStream has been our flagship introduction course and has been offered in three formats: Instructor-Led Training, Premium On-Demand with Labs (Paid), and On-Demand without Labs (Free). The Premium On-Demand and Instructor-Led Training versions of these courses have served our Technical Users, Partners, and Consultants well. These offerings will remain but will be updated with much of the content greatly streamlined and updated to comply with OneStream 8.5. Our Business End Users have provided feedback about the free version of this course, stating that it was too long and too technical, and because the name was the same as the paid courses it caused some confusion. We listened and have created a new free course designed specifically to fit the needs of those who want to get up-and-running with OneStream quickly: Introduction to OneStream. What is Happening? Getting Started with OneStream (Free) will soon be Introduction to OneStream (Free). Our Premium On-Demand and Instructor-Led Training courses will include new content that has been streamlined and updated for OneStream 8.5 and beyond. The change to our flagship lineup better aligns with our two unique audiences: Business End Users and Technical Users. Business End Users: Introduction to OneStream (Free) OneStream 8.5 and beyond Demo Videos Included Micro Credential 4 Hours On-Demand only All users are welcome to take this course, but Technical Users must complete the Getting Started with OneStream course as part of the First Project Readiness learning path Technical Users: Getting Started with OneStream Premium On-Demand & Instructor-Led Training (Paid) OneStream 8.5 and beyond Includes Interactive Labs and a dedicated section for Administrators 7 CPE Credits for On-Demand / 8 CPE Credits for Instructor-Led Training Micro Credential Additional Technical Content 6 Hours for On-Demand / 1 Day for Instructor-Led Training Prerequisite for follow-on OneStream Administration course and beyond Part of the First Project Readiness learning path When Does This Change Happen? The new Introduction to OneStream (Free) and updated Getting Started with OneStream courses are available July 9, 2025. Who Is This For? Business End Users – Need to know that the free course has been revamped and has a new name. Technical Users – Need to know that existing courses have been streamlined and updated for OneStream 8.5. What Happens to Getting Started with OneStream (Free)? This course will remain on OneStream Navigator and new and existing customers can register for the course any time between now and July 31, 2025. At that time registration will be closed. Anyone who has registered for the course will see the course in their “Activity” dashboard and will have until September 30, 2025, to complete the course. At that time, the course will be retired for all learners. What Is Different Between the old Getting Started with OneStream (Free) and the new Introduction to OneStream (Free)? The free version of Getting Started with OneStream was essentially a leaner version of the paid course, lacking interactive labs but retaining technical content. Introduction to OneStream will have all updated content (for OneStream 8.5 and beyond) and eliminate some of the more advanced technical content, making it easier for Business End Users to complete the course and earn a micro credential. Introduction to OneStream’s new streamlined content will only take four (4) hours to complete – half the time required by Getting Started with OneStream (free). What Now? Keep an eye on the Community Blog for the official launch announcement coming July 9. 2025. Until then, let us know your questions in the comments below.July 2025 Certification Prep Webinar
1 MIN READ Are you ready to schedule your OneStream certification exam, but need a little more preparation? The OneStream Certification Program is pleased to announce our first Certification Prep Webinar for the OneStream Certified Specialist (OCS) - Reports and Dashboards exam! Join us on Thursday, July 31, 2025, at 10:30am ET as we will have experts from OneStream facilitate a 60-minute session on these exam topics: Workspaces Cube Views Dashboard Components ...and more! Our experts presenting will be: Stephen Roberts, Sr. Technical Education Consultant Nicki Baretta, Manager, Remote Consulting Register today to reserve your space today!Product Support and Maintenance Policy
4 MIN READ OneStream is committed to continually developing and enhancing our SaaS offering and software, providing customers with innovative solutions to meet ever-growing requirements. As new versions are introduced, OneStream actively plans to retire older versions. To support this, OneStream has implemented a Product Support and Maintenance Policy which is available at: https://www.onestream.com/saas-terms-and-conditions. As per the Product Support and Maintenance Policy and the terms, General Support ends 30 months after release. In 2025, this policy will be further implemented by giving customers the option to upgrade to the latest version or transitioning customers on unsupported versions to a prepaid support model. When a customer upgrades to a supported version, General Support will continue to be provided as per the Product Support and Maintenance policy. Prepaid Support Prepaid support includes a minimum of 40 hours over a period of 6 months. It is available after General Support ends as a bridge to a supported version. If you have a balance of purchased hours on your CSRC OnePass Subscription, those hours can be used as prepaid support hours over a maximum period of 6 months when General Support ends. A prepaid support item will be added to our Service Catalog in an upcoming release. It will be visible for all customers, not just those who are on unsupported versions. If you would like more information on prepaid support, please ask your Customer Success representative. Support During Upgrades Customers with an active Upgrade Case (Software Upgrade, Cloud Migration Readiness, and Cloud Migration) will be provided with support for a period of 3 months during the upgrade. Upgrade Cases will continue to be available after General Support and prepaid support end. Informational Banners To ensure our customers are aware of their upcoming End of General Support date, we have released informational banners in the Support portal. They will appear 6 months before the End of Support date. The banner will contain a countdown of months remaining before End of General Support. ‘0 months remaining’ means thatGeneral Support will end on the 1 st of the next month. After this, a new banner will appear explaining that General Support has now ended, and that an upgrade is required. Customers on older contracts may see an End of Support banner without a specific date or a countdown of months remaining. In this case, the End of General Support enforcement will begin at contract renewal. For customers actively upgrading, the banner may disappear. If the upgrade becomes blocked due to lack of response or significant planned delay, the banner may re-appear. FAQ How can I tell what my End of General Support date is? For most, the End of General Support date is 30 months after the release date of that version. To locate your release date, review our Release Notes. Navigate to documentation.onestream.com -> release notes -> select version. For customers who are on versions that are already out of General Support, upgrade dates are in staggered batches based on release dates and contract terms. These customers will receive a banner with a specific date or a countdown towards that date. Lastly, for some customers on older contract terms, the Product Support and Maintenance Policy will apply from contract renewal. They will receive a banner without a date or countdown. How are release dates calculated? The Product Support and Maintenance Policy establishes End of Support dates from the major and minor versions. Hotfixes do not reset End of Support dates. For example, the End of Support date calculation for all v7.4.x versions is based on the release date of v7.4.0. My End of General Support date is coming up, but I need more time to upgrade. What are my options? You may submit a Software Upgrade for v8+ to begin a 3 month grace period. You may also purchase Prepaid Support for 6 months after your End of General Support date. My version is already older than 30 months. Will I lose access to the Support portal immediately? We have staggered upgrade dates based on your release date. There will be an informational banner in the Support portal to advise on your End of Support date. If you do not see a specific date, General Support will end at your contract renewal. Can I purchase prepaid support before my End of General Support date? Yes. From August 1 2025 it will be made available to customers before their End of General Support date, and up to 6 months thereafter. I have an existing balance of OneStream Support hours on my CSRS OnePass Subscription. Can I use those hours after End of General Support? Yes. If you have a balance of purchased hours on your CSRS OnePass Subscription, those hours can still be used when General Support ends for a maximum of 6 months. Where can I find the full Product Support and Maintenance Policy? https://www.onestream.com/saas-terms-and-conditions, then look for ‘Product Support and Maintenance Policy.’July Tech Talks Replay now Available!
1 MIN READ Back by popular demand, Sam Eburn returns to Tech Talks for another FDX-cellent adventure! Join Sam, Tom Linton and Stephen Roberts and learn more about rules and uses of Fast Data Extracts in OneStream in this continuing “FDX-tra” edition of Tech Talks! This episode will only be available here until 8/16 so watch now! You can always watch this replay and all Tech Talks on OneStream Navigator as part of your Passport subscription.Discover the Power of Parameters in the latest episode of Tech Talks!
1 MIN READ The latest episode of Tech Talks is now available for viewing right here! On this edition, Sam Shaner joins Tom Linton and Stephen Roberts to discuss the power of Parameters in the OneStream platform. From “lights out” automation to POV passing and Name|Value pairs, learn about the many possibilities parameters can provide! This episode will only be available here until 11/28 so be sure to watch now. You can watch this replay, and all episodes of Tech Talks, on OneStream Navigator as part of your Passport Subscription.New Episode of Tech Talks Available Now!
1 MIN READ OneStream on a MacBook Pro? Tablet? Phone? Yes, yes, yes! On this episode of Tech Talks, learn how the Modern Browser Experience 'Uniquely Unifies' dashboard displays across devices! Join Andrea Tout, Doug Kinchley, Tom Linton and Matt Kerslake as they explore this, and the document collaborative power of the MarketPlace solution Narrative Reporting released with v8.4! This episode is available with your Navigator Passport subscription.
