Default Form Template on Workflow Profile Load
I've created a form template and assigned it to a workflow profile. However, each time I access that workflow profile, I have to manually click on the form to open it. Is there a way to set a default form template so that it opens automatically when a user navigates to that specific workflow profile?
Reference other files from XFBRStringService
Hi, I've created an XFBR String Service file, and I would like to reference other (also XFBR String Service) files to break up the XFBR rule to manageable pieces. I keep running into compile issues. Any insights would be helpful. Thanks. Here are the screenshots of what I have: -Main XFBR String Service file (referenced in the Service Factory): -The secondary XFBR String Service file I'm calling & error:
Local language (Spanish [Mexico]) persists in DimLibrary after removing es-MX frm SysConfig
Dear Community Members, Due to my error in the initial definition of culture codes I ended up with two es-MX local language options in the dim library. I removed the es-MX culture code. One of the two options went away in the DimLibrary, but the second one persists. Then i removed all descriptions from the MemberDescription table where CultureCode = es-MX. Still the DimLibrary shows Spanish AND even more surprising shows the Spanish descriptions. Which leads me to believe that those descriptions are cached somewhere? Any tips? My ultimate goal is to have es-MX culture code and local descriptions. But only one Spanish in the DimLibrary. SystemConfig (this is a locally hosted client) only has en-US defined MemberDescription Table has only English but DimLibrary still has Spanish descriptions but only where defined before. Other members that never had a local translation do not show Spanish (Mexico), see Scenario Actual below. Thanks in advance
External provider sign in / pop-up window v8
Hi, at the moment we are migrating OS from v6 to v8. The logon procedure in V6 and V8 is SSO, while login in V6 on there is a small pop-up window to choose an account for OS. This pop-up automatically closes after the choice. In V8 the button External provider sign in is not there, instead via logon it opens a full window that does not close automatically. is there are solution to get this full web-page closed in v8? thanks,Using OneStream to Track Inflation and Related Metrics
Hi everyone, I’m interested in learning how other organizations are leveraging OneStream to track inflation and other account-related metrics. Currently, our approach involves using the Account dimension to explicitly separate inflation impacts for specific expense categories. For example: FOOD_BEV – Food & Beverage Expense INFL_FOOD_BEV – Inflation related to Food & Beverage Expense These inflation rates are externally calculated and loaded via XFD uploads. To support different reporting views, we load the data into three separate accounts: _PER – Monthly _QTR – Quarterly _ANN – Annual We also use a view dynamic account without a suffix, which adjusts based on the selected view. Exploring Alternative Approaches I’m considering whether using a User Defined (UD) dimension might offer more flexibility. For instance: Keep the account as FOOD_BEV Use the UD to switch between metrics like: "Dollars" (actuals/estimate) "Inflation" (loaded via XFD) "Per Guest" (dynamically calculated) "Pricing" (potentially another loaded or calculated metric) This method could streamline the structure and allow for more dynamic reporting, especially if inflation rates are only loaded monthly and calculated for QTD/YTD using weighted averages. Open to Ideas I’d love to hear how others are handling similar use cases. Are you using UD dimensions for this type of analysis? Are there better ways to structure inflation tracking in OneStream? Thanks in advance for sharing your insights! — Jeremy MorganReducing Table Size in OS – Need Advice
We're trying to reduce the size of a large table in OS (about 650GB). Our initial idea was to copy the rows to a new table and then rename it, but the insert process takes too long due to the size and ends up timing out. Deleting records from the table itself seems risky and take's similar duration. Has anyone dealt with something similar? Would appreciate any tips or suggestions for a faster and more efficient approach. Thank you!
Invalid Cube Name Error During Data Load
My colleagues in OneStream, have you seen this error before? Since this is the first time I’ve come across it in a standard load scenario with everything else validating, I thought I’d share here to compare notes. Any insights on what could be “behind” this error in practice would be really helpful for building a knowledge base around less common OneStream load errors. While running a data load in OneStream, I encountered an "Invalid Cube Name" error. What made this surprising is that all the usual suspects checked out fine: Workflow setup was validated. Data sources were reviewed. Transformation rules were checked. Rules on members who call cubes were also confirmed. Cube mappings looked correct. Despite all of these checks, the error still occurred. This message is unusual because it doesn’t typically appear if the metadata, cube structure, or mappings are aligned. In most cases, it points to something deeper in how OneStream is resolving the cube context for the workflow profile or the entity being processed. Have you seen this error before on OneStream? ( Invalid Cube Name Error During Data Load) Cheers
Restricting Data Loads Outside Workflow Time Period – Excel Quick View / XFset
Hey Team, I’ve observed that users are currently able to load data via Excel/Spreadsheet tools (Quick View / XFset) beyond the defined Workflow Time Period range for any scenario. This behavior persists even after setting the following Application General Properties to False: Allow Loads Before Workflow View Year Allow Loads After Workflow View Year Despite these settings, the restriction does not seem to be enforced, and users can still submit data outside the intended time range. Could you please advise if there are additional configurations or security settings required to fully restrict data loads outside the Workflow Time Period—especially when using Excel-based tools? Any guidance or best practices would be greatly appreciated. Best regards, Yogesh Kumar GoyalDM Step Issue with Exporting Data with View Filters
Hi team, I'm trying to export data using a Data Management step with view filters. When I specify the view as V#Periodic,V#YTD, only V#Periodic data records is being extracted. If I reverse the order to V#YTD,V#Periodic, then only V#YTD data records get extracted. Has anyone faced this issue or knows how to correctly extract data with View dimension filters? Thanks in advance! 🙂
