Lock Out Sold Entities, Keep Their Impact!
Managing Sold Entities Without Losing Consolidation Results. Hi Community, We’re looking to hear how others handle this in OneStream: When an entity is sold in a specific period (e.g., 2025M5), the requirement is to: ✅ Retain its posted journal values in group consolidation ❌ Prevent any further use of the entity (journals, data loads, forms) The challenge we've encountered is that setting In Use = False — even after journals are posted and consolidation has been run — can cause OneStream to drop that entity’s data from the group during future reconsolidation. This results in the loss of valid P&L impact from the sold entity. Our workaround: Keep In Use = True for the sold period Use workflow locks and security restrictions to block future changes Only set In Use = False once everything is finalized and locked 💡 Feature Suggestion: It would be incredibly useful to have a system property or override flag that allows us to: Set In Use = False to fully disable the entity in the workflow Still retains its consolidated values during reconsolidation How are you managing this today? Your thoughts! Thanks,
Tracking User Details and Timestamps in OneStream Dashboard Export
Hi , Good Day! I'm currently building a dashboard in OneStream that allows users to select all possible points of intersection for dimensions and their members. Once selected, they can click a button to export the data to a file share using a Data Management export sequence. This part is working well, and the dashboard is complete. Now, I want to enhance it by capturing user details (who entered the data) and the timestamp of when the data was entered for each point of intersection. I'm wondering if there's an existing OneStream Marketplace solution or feature that supports this kind of tracking and logging. Has anyone implemented something similar or come across a solution that could help with this? Thanks in advance!
Spreadsheet tool in v8.5 - does it work?
Trying to confirm if the spreadsheet tool in v8.5 is working for anyone in the following manner... Created dashboard with the spreadsheet tool. The page renders fine... However, when doing something as simple as Save As, the following message is generated. Excel file is defined in the configuration. One client mentioned this, so I tested this on another client with the same results. Heard this is fixed in v9.0. Is this correct or am I missing something? Thanks for any input! Ed Puente
OneStream 9.0 file explorer error
Hello, I installed OS 9.0 on premise version recently and I am having the following error when I try to upload a file: You can find below the error details: Unable to load file.An error has occurred. BadRequest. User Interface Stack Trace: at OneStream.Client.Api.FileExplorerServiceReference.FileExplorerServiceClient.UploadFileFromStream(XFFileTransferRequest request) at OneStream.Client.Api.FileExplorerServiceReference.FileExplorerServiceClient.<>c__DisplayClass370_0.<BeginUploadFileFromStream>b__0() at System.Threading.ExecutionContext.RunFromThreadPoolDispatchLoop(Thread threadPoolThread, ExecutionContext executionContext, ContextCallback callback, Object state) --- End of stack trace from previous location --- at System.Threading.ExecutionContext.RunFromThreadPoolDispatchLoop(Thread threadPoolThread, ExecutionContext executionContext, ContextCallback callback, Object state) at System.Threading.Tasks.Task.ExecuteWithThreadLocal(Task& currentTaskSlot, Thread threadPoolThread) Do you know what is the cause of this issue? Thank you in advance. Antony
Changing the UI Language
Hi Everyone, I know we can use culture settings to show users localized member descriptions, or XFStrings to change text in dashboards, but what defines the display language of the core UI? If I wanted the desktop or browser app's UI to render in another language (e.g. French for certain users), what options do I have? Thanks
