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Tech Talks After Hours: Smart Integration Connector (SIC) - A Technical Perspective
Unlock the full potential of your data integration with OneStream’s Smart Integration Connector (SIC), a secure and scalable solution! Join Brian Dabrowski as he demystifies SIC setup, shares real-world efficiencies, and reveals how this powerful gateway transforms data access, governance, and automation for modern enterprises. To receive OnePoints for watching this Tech Talk video, please visit the link below: Tech Talks After Hours: Smart Integration Connector
Bi-Viewer - Title and Legend
Bi-viewer appears to be limited on font size and type in version 8.5. So, what I've done is created anpng file through paint and chose the Load option in my Title in my bi-viewer to work around the original legend that is too small. What this allows me to do is have the font whatever size I want and I can make my legend line up with my bar chart. Looks beautiful on the client, but as always, the browser requires something "special". Is there anyway that I can use this thought pattern to make it appear on the browser. The Load function only looks at my cdrive which will not work on the browser. I tried uploading it to Data Explorer to get it on Onestream and then using that url in my image, then attaching my image to the same dashboard where my bi-viewer runs but it doesn't embed it into my chart so browser doesn't like that either. Regardkess if what I try, I just get the picture icon where my Title should be. Any ideas? ....even if it's something I've not mentioned here? Thanks ahead of time.Alternate Entity hierarchies unbalanced
hello Team, good day; we have 4 alternate hierarchies for Entity dimension, the Application is for Consolidation, BS & IC, having the Balance sheet accounts balancing the amounts, the main hierarcy is balanced (means 0 asset, liability & equity), for all the rest aer unbalanced and the reazon could be the elimination accounts because these are not summing properly to 1st and 2nd level, (main parent and ancestor). the consolidation rule is custom and runing, maybe the conso properties are bad. Does anyone knows how to solve the unbalancing for all the Entity hierarchies? thakns in advance and Kind Regards
Referencing Image files in different workspaces
Hi, I am trying to reference a file location using an xfbr string in a image component. When the image component is configured like this: File Source Type - Workspace File Url or Full File Name - <FileName.png> This works to reference the other workspace. However when I use an XFBR String Service to return the exact same <FileName.png> it does nothing. I have also tried <Workspace.FileName.png> & <Workspace.MaintenanceUnit.FileName.png> without luck. The idea is to conditionally return different image files.Tech Talks: C# and VB.Net. - a Side-by-Side Comparison registration now open!
1 MIN READ Registration is now open for the March live edition of Tech Talks. Tom Linton and Matt Kerslake welcome back Sam Eburn with Marcio Pataca to explore rule writing and, in particular, the sibling rivalry between C# and VB.Net! Tech Talks: Playing with (and by) the Rules - C# and VB.Net. - a Side-by-Side Comparison
Unlocking Maximum Value from Your OneStream Investment: A Modern Training Strategy for Every Team
3 MIN READ When organizations invest in OneStream, they’re not just adopting a platform — they’re stepping into a new way of working. But unlocking the true value of that investment requires more than features and functionality. It requires people who feel confident, skilled, and empowered to use OneStream to solve real business challenges. That’s why the most successful customers treat learning as a continuous journey, not a checkbox. They use a blend of training modalities — On‑Demand courses, virtual public instructor-led training, and private team training — to build momentum at every stage of adoption. And when you look closely, the magic isn’t in any one modality. It’s in how these learning experiences work together. A Learning Journey That Evolves as You Do Before Implementation: Planting the Foundation Long before the first workflow is built, teams benefit from grounding themselves in fundamentals. On-Demand learning becomes the perfect starting point here — a low‑pressure way for users to explore the basics, learn terminology, understand the interface, and get comfortable with the possibilities OneStream offers. This early familiarity pays huge dividends. It means kickoff meetings run smoother. It means fewer surprises later. And most importantly, it means your team enters implementation with shared language and confidence. During Implementation: Building Real Capability As implementation ramps up, the learning experience shifts from introduction to application. This is where teams often bring in live instruction — through virtual public instructor-led classes or through private training customized to the project. Live training gives users the space to ask questions, collaborate, and practice real scenarios with expert guidance. It accelerates alignment among administrators, power users, and project stakeholders. And when delivered privately, it becomes a focused workshop built around your business, your design choices, and your workflows. Blending public ILT, private ILT, and continued On‑Demand learning creates a rhythm of reinforcement — learn it, apply it, revisit it, deepen it. Go-Live: Turning Readiness into Confidence Go‑live isn’t the finish line — it’s the moment everything becomes real for your users. On‑Demand courses continue to serve as just‑in‑time refreshers for end users, while focused ILT courses help administrators sharpen the skills they’ll rely on daily. Teams often schedule private sessions around go‑live to reinforce workflows, validate processes, and help new users feel supported. This stage isn’t only about knowledge. It’s about confidence. And confidence is built through practice. Continuous Usage: Scaling Skill Across the Organization As your OneStream footprint expands, new goals emerge: onboarding new team members elevating reporting or dashboarding capabilities supporting new modules developing deeper administrator expertise preparing for upgrades or enhancements This is where Passport’s unlimited On‑Demand library becomes your engine for continuous learning. Your team can explore new topics, revisit past ones, and move at their own pace — while live ILT offerings supplement the journey when deeper, guided exploration is needed. The training plan becomes a living system: self‑paced learning for day‑to‑day growth, ILT for breakthroughs, and private sessions when your business is ready to tackle something bigger. Bringing It All Together: A Training Strategy That Works in the Real World Imagine stepping through your OneStream journey with a training program that grows with you: Your new hires start their first week with On‑Demand fundamentals so they’re not walking into the deep end. Your administrators join a virtual public ILT session to learn best practices directly from the experts and from peers in other organizations. Your project team gathers for a private 4‑day workshop that turns theory into hands‑on skill built around your actual design. Your end users return to Passport courses whenever they need a refresher — during month‑end, before auditor questions, or when exploring new reports. Your leadership trusts that your team isn’t just using OneStream — they’re mastering it. This is the story countless customers experience when they blend learning modalities intentionally. Each training type plays a role, but together they form a system that supports onboarding, accelerates adoption, and fuels long‑term success. The result? A confident, capable team. A smoother implementation. A platform that grows with your business. And a stronger return on your OneStream investment year after year. Want to Build Your Team’s Training Plan? Your Global Education Services Account Executive can help you design: A new-hire onboarding path A role-based curriculum for admins, power users, and end users A multi-year training roadmap aligned to your implementation A combined Passport + ILT + Private Training bundle tailored to your goals Reach out to your CSM to learn more.Genesis Buttons Distribution and Size
Hi, Can you please make it possible to: Distribute buttons other than in a grid 2xN style. Ideally it would be great to have them stacked vertically or horizontally Have the ability to either change the size of the buttons and/or for the buttons to size with the screen. Currently the buttons are one size and this means that they do not insert into rows with a row height below 150, they do not shrink with the screen so the title gets cut off if the user is running on a desktop but the developer worked on a bigger screen, and the second button can be lost off screen (if the buttons are stuck on the far left and the screen is too small, for example) or the third+ buttons are lost if inserting into a fixed size card (for example at the bottom of the screen). Examples: Row height is 100, button titles are cut off: Screen size too small and last button is lost: I was forced to create 1 card 1 button but for the last card I have 3 buttons, you can only see 2: Here is an example of a vertical stacked layout but all the button titles are lost due to screen size:Shape the Future of OneStream Certification: Take the Financial Close Beta Exam - Deadline Extended!
2 MIN READ Early Access February 17 The OneStream Certified Specialist (OCS) – Financial Close Beta Exam will be open for participation until March 20. 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 GuideNew Press Publication On the Way!
1 MIN READ Introducing OneStream Press’s upcoming publication: OneStream Workspaces and Assemblies. Coming this March, workspaces are transforming how developers interact with the OneStream Platform—bringing Cube Views, dashboards, and data management elements together into a unified, flexible environment. With the introduction of Assembly Services and application containers, development workflows are evolving to be more collaborative, secure, and efficient. Written by authors Eric Telhiard and Jessica Toner, this book is built for developers, administrators, and architects who want to confidently navigate the Workspace transition and elevate their OneStream solutions. Through examples, walkthroughs, and best‑practice strategies, you’ll gain the clarity needed to build smarter and collaborate more effectively Eric Telhiard Jessica TonerOrder rows in Report component
Hi, this might be an easy one, but I haven't worked with Report components before. I have a Report component which is used in a dashboard. All working fine except that I would like the rows to be ordered based on the values on one of the columns. In the example below, I would like to order the rows based on the Lease Start Date. I have tried updating the data adapter that is assigned to the report, but the ordering of rows in the data adapter seems to be ignored by the Report, so that must be something in the Report overriding the rows order. Any suggestion is appreciated.
