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 neededfc5 hours agoContributor5Views0likes0CommentsSetLiteralParameterValue 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?TSA_ahmadnaeem7 hours agoNew Contributor II19Views0likes1CommentPivot 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.JFenerty4 days agoNew Contributor II81Views4likes5CommentsPercent Consolidation Behavior
Hi, We are currently attempting to exclude a specific entity from the main consolidation process for reporting purposes. This entity is no longer within scope, but we would like to keep it in its current position in the hierarchy to preserve historical data. We also need to continue importing data into this entity for reporting purposes. Our objective is to set the consolidation percentage to 0% so that it no longer consolidates going forward. After updating the Percent Consolidation to 0%, we are not seeing any impact. The entity continues to consolidate in the application. For context, the Ownership Type is set to Full Consolidation and the Consolidation Algorithm Type is set to Custom. Is this expected behavior? If so would you have any workaround solution ? Thank you for the feedback and help!SolvedGhizlane4 days agoNew Contributor II73Views0likes5CommentsTabbed 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.navdy6 days agoNew Contributor18Views0likes0CommentsInconsistent 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!Eve_Pereira7 days agoNew Contributor II7Views0likes0CommentsCube View Stored Data
Hi, How can I store data in a cube view cell that comes from a business rule linked via a DM step I want this cell to become 75, if I input 50 on the white cell. Is this related to a cube view property or a business rule?jaideepk267 days agoNew Contributor11Views0likes0CommentsSplit hierarchy into 2 dimensions to ensure retroactivity
Hi everyone, We are currently developing a planning solution in OneStream for a client who has requested that the Cost Center dimension (and its related nodes) be updateable every year, while still maintaining full retroactivity when users need to view reports for prior years. We have considered two possible approaches: OPTION 1 Each year, load a new Cost Center hierarchy associated only with that specific year. When users want to analyze historical data, they simply select the hierarchy corresponding to the year they are reviewing. The main drawback of this approach is that, over time, multiple versions of the Cost Center hierarchy will accumulate, which could potentially impact maintainability or performance in the long term. OPTION 2 Separate Cost Centers and their nodes into two distinct dimensions. Introduce a technical member in the Account dimension and use a data entry form (maintained annually) where users enter a value of “1” at the intersection of each Cost Center and its corresponding Node. Source data is initially loaded only at the Cost Center level (using a dummy member for the Node dimension). At the end of each cycle, a Business Rule is executed to populate the Node dimension based on this mapping. This approach avoids unnecessary data duplication, but it introduces additional process complexity and reliance on manual maintenance. Does anyone have experience with similar requirements, alternative approaches or feedbacks on this topic? Thank you in advance!Solvedfc10 days agoContributor28Views0likes1CommentHow 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, MikkiMikki10 days agoNew Contributor III30Views0likes2Comments