Recent Discussions
Metadata builder and extensibility
Hi everyone, I am currently using the metadata builder in excel to maintain and keep updated the hierarchies of all dimensions, but I'm having an issue in loading two separate dimensions for UD5. I was planning to build the U5 dimensions as follows: within each dimension, I would have the same base members organized in different hierarchical structures (aka same base members but different nodes between Finance and HR). In Excel, I divided the two dimensions in two separate sheets, because I can reference one dimension at a time in each sheet when I load the XML of the first dimension, I have no issues and the dimension loads as expected. If I make a change to the configuration of that same dimension and load the new xml, I still get no issues. The problem arises when I try to load the XML of the second dimension. The error I get is the following: Error processing XML file type 'Metadata'. Error processing XML. The specified member does not belong to the encompassing dimension. 169989, Cost Centers HR. XML line 127, position 7, element member. The 169989 member is the first base member in the HR dimension. It seems the system refuses to load members that already exist in the Finance dimension. My questions are the following: Is there a problem in the way I designed the UD5 dimensions in excel? OR is it normal that the same base dimension can be loaded for one dimension only, and the second XML (for the HR dimension) should only include the new relationships between the already existing base members and the new nodes of the HR dimension? Thank you in advance for any help, feel free to ask additional info if needed
SetLiteralParameterValue issue on web
In our first workflow step, we set the value of a literal parm using dashboard extender and then in next step use that parm in a DM job to export data based on that parm value. On windows client, our DM job works fine but when we try it on web, it does not find the value of the parm and errors out. Can someone please share any experience with this kind of setup and how to make it work on web?Tabbed Dashboard
Hi, I have Dashboard with tabbed embedded reports. for example, MainDashboard - Tab1, Tab2, Tab3. Everything works fine when the user clicks on Tab of their choice for the fiscal year 2026. For Historical data I would like to show the same report for with changed tab. for example, MainDashboard - Tab1, Tab2, Tab4 for the he fiscal year 2025. If the user changes the Scenario from 2026 to 2025 or vice versa the dashboard report tab3/tab4 shows/hide based on FY. How can I achieve at the workflow level? Any help will be appreciated. Thanks.
Inconsistent File Opening from Dashboard → File Explorer (Windows Client)
Hi everyone, I’m hoping to check if anyone has experienced something similar. We have a dashboard that directs users to folders in File Explorer. The navigation itself works as expected and correctly opens the folder location. However, users are experiencing inconsistent behavior when trying to open files from there — sometimes the files open normally, and other times nothing happens (no error message). If users navigate directly through File Explorer and open the same file, it works without any issues. This is happening in the OneStream Windows desktop application (not browser), and permissions don’t appear to be the issue since access works normally outside the dashboard. Has anyone encountered similar behavior when launching files from a dashboard? If so, was this a known issue or did you find an effective workaround? Appreciate any insights — thank you!
How to read csv file from Documents/users folder?
Hi, I have been trying to read a csv file that is in Documents/Users/userxxxx folder. Not able to make it work. Getting an error. Below is the code Dim FileName As String = args.NameValuePairs.XFGetValue("Param1", String.Empty) Dim sourceFolder As String = $"Documents/Users/{StringHelper.RemoveSystemCharacters(si.UserName,False,False)}" Dim fullPath = sourceFolder & "/" & "abc.csv" Below is the error Could not find file 'P:\Program Files\OneStream Software\OneStreamAppRoot\OneStreamApp\Documents\Users\userxxxx\abc.csv'. Any idea why this is not working? Thank you, Mikkiparent child relationships limited to one hierarchy
This is a problem I run into off and on that's always been annoying but easy enough to work around... until now. When working in a QuickView, for example, I click on the Up Arrow (for Parents) and I get all parents, not just the parent in the hierarchy I'm actually working with. In the most literal interpretation, I can see why this happens. In principle, I think I ought to be able to control this behavior either by the Parent filter or through the addition of a field that lets me choose my current hierarchy. But, in a QuickView, I'm working with one member at a time so it's not the end of the world to just remove the irrelevant parents and maybe do a little manual editing of the member filter if it gets too messy and I really want to keep the QV for future use. The problem comes when using the Grid View set to Display Parent Child Relationships with a member filter to display the descendants within a key hierarchy. I get every parent child relationship for every hierarchy. There's no good way to filter them. They are too numerous to filter by hand. It's just a useless soup sandwich of a dataset. Am I missing something obvious? Am I missing something not-at-all obvious? Perhaps I'm using a completely stupid approach and there's another way to get a nice, concise list of parent/child relationships for a hierarchy.
Automated User Provisioning: Best approach to sync Users & Security Groups?
Hi everyone, We need to automate user creation and security group assignments in OneStream using data from an external Identity system. I have two main questions: Is it feasible to fully automate this without manual intervention? What is the best way to implement it simply (avoiding heavy middleware)? We are considering two solutions: Just-in-Time (JIT) via OIS, and SCIM. Does anyone know how we can set these up? What is the recommended "standard" approach for this? Thanks for your help! Madiha
