Recent Discussions
Exporting Grid View Filter Results
Hi OneStream Community, I had a question regarding extracting dimension metadata and properties from OneStream. Currently, when we go to the Dimension Library, apply member filters in the grid view, and then right-click and export to CSV, we can download file containing the metadata along with its properties. I’m trying to find out if there is a way to automate this instead of doing it manually. Ideally, I would like to extract the same information (based on member filters or a specific hierarchy) through something like a Dashboard, Data Management step, or Business Rule, so the export can be automated. Has anyone implemented something similar or know of an approach to achieve this?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?
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
Pivot Grid Modern Browser Experience allow additional default fields
Our team would like an enhancement to the Web version of the client (Version 9.0.0) as the Modern Browser Experience does not allow us to use the default pivot grid views we created. The default pivot grid views we created work great in the Desktop version, but they do not work for our Browser version because we exceed the number of allowed default fields. This enhancement would allow our users to save time with the ability to use default views, instead of needing to add in the fields manually each time.
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!
