Recent Content
Maximizing Cube Utilization in OneStream Applications
3 MIN READ Cubes control how data is stored, calculated, translated and consolidated based on the Dimensions assigned to it. Cubes are flexible and can be designed for a specific purpose (HR or People Planning Cube, Budget/Sales/Cost Drivers Cube or even Tax Cube) or data type in a OneStream XF Application. Dimensional assignments can vary by Scenario Type. An application can have multiple Cubes that can share Dimensions and data Separate Cubes may be used to hold data outside of the main financial Cube.Community Highlights: January 2025
1 MIN READ Happy February! Time flies! Just like that it's mid-February and that darn groundhog saw his shadow. While we may want to count the days until Springtime, we can't forget that January saw a lot of new faces and new discussions in our Community. It was also our first full month with the new design of the Community. We'd love to hear from you -- have you been enjoying the facelift Community received? Are there any features you love or hate? Comment below! Here's what we saw in January 2025: The Community had 28,099 visits in January 2025 and 90,609 page views We had 106 new discussions begin Reporting was our most active forum, with 33 new discussions Top Engaged Threads: Most Replies: BR Rule - BR api Error log Most Views: Primary and secondary axis align 0 point Most Active Members: Most Forum Replies: T_Kress Most Likes Received: sameburn Most Authored Solutions: MarcusHProduct Support and Maintenance Policy
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, then locate your 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.’
New Tech Talks After Hours Now Available!
Tech Talks After Hours: Playing with (and by) the Rules 008 - Allocations Across Entities is now available as part of your Navigator Passport Subscription. Join Jon Golembiewski, author of the OneStream Finance Rules and Calcualtions Handbook, and Tom Linton as they continue to walk through the StoogeCorp reference application (free with purchase of the book). In this episode, the focus will be on Allocations across Entities (Chpt8). https://onestream.thoughtindustries.com/learn/video/tech-talks-after-hours-playing-with-and-by-the-rules-008-allocations-across-entitiesUpcoming Upgrade for the OneStream Community
Over the next few weeks, you might notice some changes as we transition to a more advanced version of the community platform. We are working to improve your experience and provide a platform that better suits your needs. This upgrade will include: A new modern, user-friendly interface for the entire Community Rebranded graphics and iconography to create a unified and consistent brand experience A site rename from ONECommunity to OneStream Community While we strive to ensure a seamless transition, there may be minor disruptions during this period. We appreciate your understanding and patience as we work towards enhancing your community experience and apologize for any inconvenience. We are committed to keeping you informed and supported throughout this transition and further updates will be shared as we progress. Don't worry -- we'll ensure resources are available to help you navigate and make the most of the new platform. Thank you for being an important part of our community. We're excited about this next chapter and look forward to continuing our journey together in the OneStream Community.Platform 9.0.1 Hot Fix : Database Upgrade Utility
OneStream Software has released Hot Fix v9.0.1 to address an issue observed during the v9.0.0 database upgrade process. The correction only updates the OneStream Database Configuration Utility and does not impact OneStream core functionality. This Hot Fix will ensure an uninterrupted database conversion for future upgrades to v9. Platform v9.0.1 is now on Solution Exchange, and all new v9 upgrades will be to v9.0.1. To ensure uniformity, all existing v9.0.0 customers will be upgraded to v9.0.1 during the regularly scheduled June 16 th maintenance window. v9.0.1 Release Notes are available on the OneStream documentation site. FAQ: Will the Hot Fix be Backwards Compatible with v9.0.0 Clients? Yes, the 9.0.1 Fix is backwards compatible with v9.0.0 clients. Will customers have to install the Windows desktop and Excel Add-in with the Hot Fix? No, the 9.0.0 Windows Desktop and Excel Add-In are compatible with the 9.0.1 Server and no client re-installation is necessary. Does Click-Once need to be updated as part of this Hot Fix? No, there are no changes required for Click-Once users. Users will see 9.0.1 indicated on their OneStream landing page indicating the connection to the 9.0.1 server.UPGRADE REMINDER
Howdy folks! As a reminder, we are rapidly approaching the Community platform upgrade, slated for Wednesday, December 4. We anticipate downtime and some things looking wonky up until noon EST. Please bear with us as we get everything updated and sorted. Here's what you can expect while the upgrade takes place: December 4 1am- 6am EST - Community platform magic begins! 7am EST- SSO back up and running! AKA: users will be able to login again 8-12pm EST- visual enhancements are put in place For those in time zones ahead of EST, we expect you might have several hours where the community is unavailable. We apologize for that. Unfortunately, it's unavoidable BUT we promise it'll be worth it 😀 Additionally, we will post a helpful blog to get you oriented with the upgraded community. We are excited for you to try out the new OneStream Community!Data Processing and Performance - A comprehensive guide of tables, and design
Overview To maintain well performing application, one must understand how the underlying database works and more importantly its limitations. Understanding how a system works, allows designers and administrators to create reliable, stable, and optimal performing applications. This white paper is intended to guide the design of those optimal data processing strategies for the OneStream platform. First, this document will provide a detailed look at the data structures used by the stage engine as well as those used by the in-memory financial analytic engine, providing a deep understanding of how the OneStream stage engine functions in relation to the in-memory financial analytic engine. The relationship between stage engine data structures and finance engine data structures will be discussed in detail. Understanding how data is stored and manipulated by these engines will help consultants build OneStream applications that are optimized for high-volume data processing. Second, the workflow engine configuration will be examined in detail throughout the document since it acts as the controller / orchestrated of most tasks in the system. The workflow engine is the primary tool used to configure data processing sequences and performance characteristics in an OneStream application. The are many different workflow structures and settings that specifically relate to data processing and these settings will be discussed in relation to the processing engine that they impact. Finally, this document will define best practices and logical data processing limits. This will include suggestions on how to create workflow structures and settings for specific data processing workloads. With respect to data defining processing limits, this document will help define practical / logical data processing limits in relation to hard/physical data processing limits and will provide a detailed explanation of the suggested logical limits. This is an important topic because in many situations the physical data processing limit will accept/tolerate that amount of data that is being processed, but the same data may be able to be processed in a much more efficient manner by adhering to logical limits and building the appropriate workflow structures to partition data. These concepts are particularly important because they enable efficient storage, potential parallel processing and high-performance reporting/consumption when properly implemented. Conclusion Large Data Units can create problems for loading, calculating, consolidating, and reporting data. This really is a limitation of what the hardware and networks can support. Your design needs to consider this. This paper provides some options to relieve some of the pressure points that could appear. NOTE: some tables mentioned in the paper have changed in version 9+. See this note for further details.July 2025 Certification Prep Webinar
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!
