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Recent Activity
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!
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!
Number of Reports Published
I am relatively new to OneStream and have recently taken responsibility for managing the platform within our organization. As I look for ways to improve the user experience, I feel our current reporting structure may be excessive. We currently have more than 90 reports available to users, including approximately 30 budget reports alone. The data is basically formatted differently in each report (ie Monthly, YTD, FullYear) I am curious how other organizations manage and govern the Reports function. How many reports do you typically make available to licensed users, and what best practices have you found for balancing user flexibility with report standardization and simplicity?The report displays data for the developer but remains blank for other users.
Issue Description: The report displays data correctly for the user who developed it. However, when accessed by other users, the report appears blank and does not return any data. The following validations have been performed: The affected user has Administrator security access. Access to all dimensions used in the report, including the Cube View report, has been granted to Everyone. Relevant data is available for FY2027. Despite the above validations, the report continues to display data only for the developer and remains blank for other users. Further investigation is required to identify the root cause. Attached the screenshots for reference. Kindly suggest a workaround. Thanks!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!
Issue in adding data to LIM WF model
In LIM WF model, I have created register with only 7 fields, Start Date, End Date, Entity, Employee id, Position id, FTE and Base Salary. Created two accounts FTE and Base Salary to copy data to people cube. Now when I am trying to add row, it is not adding any data in but its not showing in register. If i check database table I can see data. Earlier I have uninstalled LIM and WF multiple times to check if the issue gets resolved but still in same place. Any help will be good.Adding comments in cube view in front of calculated row
I’m working on a Cube View where one of the rows is a calculated row (using CVR / GetDataCell to derive the value from other rows). The users want to be able to enter comments directly in the Cube View in a column that appears “in front of” (or next to) this calculated row. Has anyone implemented comments or text entry against a calculated row like this? Specifically, I’m trying to understand: Whether it’s possible to add comments to a CVR-based calculated row (where the numeric data is not stored, only calculated at runtime). If not directly, what design patterns are recommended? Any examples of Cube View layout or member/filter tricks that let you show a calculated row and a comment entry cell side by side for that row. Environment is OneStream version 8.5.3, and this is a standard Cube View used for reporting (not a custom dashboard). Thanks in advance for any ideas or examples.
Title: Genesis Error Occurring for Some Users with Identical Access Rights
Hello, We are experiencing an intermittent Genesis error. All default values appear to be correctly configured, but the error is triggered for some users and not for others, even when they have the same security roles and access rights. The issue is also not tied to a specific report, as it can occur on different reports depending on the user. Has anyone encountered a similar issue? Example error message: We also noticed that when we remove the link between the Content and Main workspaces, the issue is resolved. However, this workaround does not work for all affected users. Thank you for your help.
How can I force a delimited data source to not skip blank values in an Amount field?
I have a situation where I'm trying to load trial balances from QuickBooks. The source file I'm receiving has three comma-separated columns - Account+Description, Debit, Credit. QuickBooks has a quirky output format where some debit balances are shown as "$-" (presumably to represent 0.00), leaving the credit column blank. If there is a credit value in the credit column, the debit column is blank. This is messing with OneStream's numeric processing of the Amount column when Amount is mapped to Column 2 (Debit column). It is rejecting the "$-" field values and the blank field values as Non-Numeric Amounts (verified in the XFL log file for the load). I can successfully replace '$-' with 0 using the Substitute Settings in the data source's Amount dimension, but I cannot figure out how to replace 'no value' in the Debit column with 0 (so that the valid Credit column values don't get skipped). I'm using a Parser Business Rule to return the net amount (debit column 2 minus credit column 3) for the Amount value, but the records where the Debit column is blank never make it to the parser rule (e.g. accounts 1170, 2000, and 2002 in the screen capture of the source file) because of OneStream's built-in Non-Numeric Amount preprocessing. I've tried various combinations in the Substitution Strings settings, hoping to find one that replaces the empty field with '0', but with no luck. I've tried all of the following Find combinations (the '$-' does successfully produce a 0 by the way). And yes, I know the documentation lists |Null| as a valid Replace value, not a Find value, but I thought I would try it in the Find string just to see if it worked: $-^ ^$- |Null|^$- $-^|Null|
