The OneStream Community is temporarily frozen until June 29th due to the ongoing maintenance. Please read the blog post here to learn more.
Recent Activity
Final Reminder: The OneStream Community Arrives on June 29
1 MIN READ As a final reminder, the new OneStream Community will arrive on June 29, 2026. From June 19 at 2PM CST through June 29, the OneStream Community will be set to read-only mode. At this time, no new content can be posted, likes and comments will be disabled, and all member engagement opportunities will be temporarily frozen. You will still be able to browse and search for content as normal; just no new posts will be possible until the migration to the new platform has been completed. Once the migration is completed, you’ll be able to access the new OneStream Community by clicking the OneStream Community tile in Okta. To learn more about what to expect with the new Community, please read our The New Community Experience Arrives June 29, 2026 post.
Task Manager: Require Attachment Before Marking Task as "Prepared"
Hi everyone, We have a requirement from our business users to make it mandatory to attach supporting documentation to certain tasks before they can be marked as "Prepared" in Task Manager. We reached out to OneStream Support, and they confirmed this isn't supported out-of-the-box. They did advise that we could accomplish this by leveraging Business Rules or Event Handlers. Has anyone in the community encountered this request and successfully solved it? If so, we would love to hear your approach. Specifically: Which Event Handler type did you find works best for intercepting a Task Manager status change? Do you have any code snippets for checking if a file attachment exists on a specific task? Are there any performance impacts or pitfalls to watch out for when implementing this? Thanks in advance for any insights or examples!The New Community Experience Arrives this June
3 MIN READ Mark your calendar! The launch date for the new OneStream Community is now set. On Monday, June 8 , June 29 the OneStream Community will upgrade to a new platform, providing a new experience for all new and existing users. This move will bring new enhancements and an overall better experience to the Community you know and love. Why are we updating the OneStream Community? Our goal is to empower every member of the OneStream Community with A PLATFORM that enhances connection, accelerates learning, and makes engaging with the community easier and more valuable than ever. The OneStream Community team is committed to ensuring our users always have access to the best possible experience. We’re investing in cutting edge AI capabilities, modern design, and smarter tools—all delivered through a trusted, reliable, and secure platform you can depend on. ENHANCED analytics—paired with new customization capabilities—will allow us to tailor experiences to each member’s needs and surface more relevant, meaningful content. By understanding what matters most to our users, we can continuously refine the community, deliver more targeted value, and ensure every member feels supported, informed, and connected. When is this happening? The launch will happen on June 29, 2026. Starting the week prior, on June 22, 2026 @ 12:00am CT, the current community will be set to read only mode. This means the Community will be TEMPORARILY FROZEN from June 29, 2026 at 2PM CST to June 28, 2026 and members will be unable to post new content, post new comments, or otherwise create anything new on the Community. Once the upgrade is complete, members will once again be able to post and engage with the community as usual - but on the all-new platform. Keep an eye on the Community blog for notifications of when the launch is complete. Who is impacted by this? Members of the OneStream Community, including Customers, Partners, and OneStream Employees will all experience this launch and enhanced community experience. Customers, Partners, and Employees who do not yet have an account may create one before or after the launch; however, new accounts cannot be created during the read-only period. How do I gain access to the new Community? The new OneStream Community will remain accessible via the “OneStream Community” button in your OneStream Okta app. Additionally, the new OneStream Community will be housed at a new URL, which will remain largely ungated and visible to Prospects and Guests alike. Details coming soon. How do I stay informed? The OneStream Community team will post notifications when the current community enters read only mode, and again when the new Community is live. Subscribe to the OneStream Community blog today to ensure you receive the latest news and updates from the OneStream Community. Frequently Asked Questions Can I still login to the Community? You can login and use the OneStream Community as usual until June 19. From June 19 through June 28, you will be able to login but you will be unable to interact with the Community until the migration is complete. These interactions include posting new content, liking / upvoting posts, posting replies, joining groups, etc. Will I need to create a new OneStream Community account? No, your OneStream Community account will transfer to the new platform, which includes your username, email address, activity (posts, likes, etc.) as well as your appropriate role, such as Customer, Partner, or Employee. Users who do not yet have a OneStream Community account but would like to sign up may do so prior to June 19 or anytime after the launch on June 29. What will not transfer over? Your rank, profile picture, subscriptions and personal settings will not transfer. Formerly earned badges that exist on the new platform will transfer to the new platform, but any badges that do not exist on the new platform will not carry over. Note: Badges will be assigned following the launch of the new experience. You will receive notifications when your badges have been published to your profile. What do I need to do? When the new platform launches June 29th, simply login via Okta as usual. That's it! More Questions? Comments? Let us know your thoughts in the comments below!
T-Doc for Account Reconciliations
Hello, our company recently adopted OneStream for our account reconciliation tool. Our current process is that the account reconciliations are tracked within excel. My current issue is that for one account, I am reconciling multiple entities within one excel document. I want to be able to integrate these T-docs within my excel file for easy upload to OneStream. Whenever I do this for one entity, it seems to work well. However, if I add multiple T-Docs, OneStream seems to only pull the first T-Doc within the file instead of looking at the unique identifiers to pull the correct T-Doc. Is there a solution to this? Thanks!Course Announcement: Reviewing Introductory OneStream C# Examples
1 MIN READ This OnDemand module is intended for implementors and administrators who are new to coding and/or C# in OneStream. This module reviews introductory C# rules in OneStream. It reviews the XFBR String, Dashboard Data Set, and Dashboard Extender rule types, which are common C# rule types. The module reviews the common use cases and how to create and call the rules. You may encounter C# logic within these rules, and this walkthrough provides an introductory example to help you understand the structure, purpose, and practical use of these rules. Delivery Types: On-Demand (OD) Duration: 45 Minutes Availability: This Course is Free Course Link: Reviewing Introductory OneStream C# Examples
Allocations Management Solution Feedback
Hi everyone, We're looking into the Allocations Management solution in OneStream for SG&A allocations and wanted to see if anyone is currently using it. If so, we'd love to hear about your experience. How has it worked for your allocation processes? Has implementation and maintenance been manageable? Are there any limitations, challenges, or lessons learned that you'd be willing to share? Thanks in advance!Build Dashboards with Confidence — and Get Certified for Less (Limited‑Time Offer)
2 MIN READ Great dashboards don’t just look good — they drive clarity, confidence, and better decisions across the business. If you’re responsible for turning data into insight in OneStream, the Building Dashboards Certification is designed to validate exactly that skill set. For a limited time through the end of June, customers who have recently completed the Building Dashboards course are eligible to take the certification exam at a special 50% OFF promotional price. It’s the perfect moment to turn hands‑on learning into a credential that proves real‑world impact. Why Customers Pursue the Building Dashboards Certification Customers working toward this certification typically share the same goals: Deliver dashboards that executives trust and actually use Reduce manual reporting and last‑minute data scrambles Clearly communicate performance, trends, and risks Build repeatable, scalable dashboard designs aligned to business needs Become the go‑to OneStream expert for dashboards and reporting The Building Dashboards Certification confirms you can do more than navigate features — it validates that you can design dashboards that support faster decisions and stronger business outcomes. Start with the Building Dashboards Course The certification is grounded in practical, job‑ready skills taught in the Building Dashboards course, where customers learn to: Design dashboards with purpose — not just visuals Connect business questions to the right KPIs and views Build dashboards that are intuitive, performant, and maintainable Apply best practices you can use immediately in your environment Instructor‑Led Training (ILT) Prefer live instruction and hands‑on guidance? The Building Dashboards course is available on our ILT calendar, giving you the opportunity to learn directly from OneStream experts and collaborate with peers. https://onestream.thoughtindustries.com/pages/instructor-led-training?labels=%5B%22Course%22%5D&values=%5B%22Building%20Dashboards%22%5D On‑Demand Option Need flexibility? The same course is also available On Demand, allowing you to learn at your own pace while still preparing fully for the certification. https://onestream.thoughtindustries.com/courses/building-dashboards?sessionFields=%5B%5B%22premium-training%22%2C%22Essentials%20Series%22%5D%2C%5B%22courses%22%2C%22Building%20Dashboards%22%5D%5D Complete Your Prep with Certification‑Focused Resources Customers preparing for the Building Dashboards Certification can leverage a full set of prep materials to reinforce learning and boost confidence, including: Exam prep webinars that walk-through expectations and key focus areas Practice questions and a study guide aligned to exam objectives Hands‑on labs and exercises that mirror real certification scenarios Our courses and resources are designed to help you connect concepts to real-world application — so nothing on exam day feels unfamiliar. Limited‑Time Exam Promotion — Through End of June If you’ve recently taken the Building Dashboards course, you’re eligible for 50% off the exam when you register before the end of June. ✔ Validate your skills while the content is fresh ✔ Save on exam costs ✔ Earn a credential that demonstrates measurable dashboard expertise Don’t wait — this promotion is only available for a limited time and requires recent course completion. Take the Next Step Whether your goal is to improve executive reporting, streamline insight delivery, or stand out as a OneStream dashboard expert, the Building Dashboards Certification helps you turn learning into recognized capability. How learners redeem promotional price Submit a ServiceNow ticket to the Credentialing team Course completion is verified Credentialing issues a discounted exam voucherCourse Announcement: VB.NET Versus C# Reference Guide
1 MIN READ This OnDemand module is intended for implementors and administrators who are new to coding and/or C# in OneStream. It contains a reference guide for VB.NET versus C# code for core C# topics such as data types, variable initialization, collection initialization, operators, jump statements, selection statements, loop statements, and try-catch statements. Delivery Types: On-Demand (OD) Duration: 15 Minutes Availability: This Course is Free Course Link: VB.Net Versus C# Reference Guide
