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How to stop a BR from updating a Certified Entity
We have a Fcst BR that copies from a support scenario into our main Fcst Scenario. Our issue is that it will still overwrite data in the main scenario even when that scenario's Entity is certified. How do I prevent BR's form updating data that is certified. We had closed/certified our Fcst and then someone not aware was in a form that allowed them to update this supporting details scenario and saved which then updated the Fcst scenario. Is this something that can be managed on the Scenario setup - ie not allowing changes when certified or is this a type of loophole with BR's I have something similar I do for data loads where I check the status of the WF before running an automated Import/Validate/.../load process. in this case I am trying to prevent a ton of error messages when it gets to the load steps and finds the entity is certified. Would there be logic that could check the status of an Entity vs. WF that I might be able to insert into my BR.Clarke_Hair2 days agoContributor10Views0likes1CommentAudit History for Forms - CubeView drill down (v8.4)
I have drilled down to the bottom of both Origin and UD6 dimension which shows the data was loaded by corp accounting team. However, i cannot view Audit history for Forms - it continues to show as grey'd out. Does anyone know how to enable the audit history? thank you.allanaklepko2 days agoNew Contributor III15Views0likes4CommentsCommunity Highlights: June 2025
1 MIN READ Happy Summer! 😎 Summer is officially here, bringing longer days and warmer weather. As we embrace the sunshine and vibrant energy of the season, let's take a moment to reflect on the exciting happenings within our Community. June has been a month filled with engaging discussions and new insights, as well as the anticipation of upcoming events and holidays. We'd love to hear from you — how are you enjoying the summer vibes in our Community? Are there any new features or topics that have caught your attention? Share your thoughts below! Here's what we saw in June 2025: The Community had 26,669 visits in June 2025 and 99,772 page views (Which is a another increase from the prior month!) We had 110 new discussions begin Reporting was our most active forum, with 26 new discussions Top Engaged Threads: Most Replies: Transformation Rule Mystery Most Views: Automating Data Access from OneStream to Snowflake Most Active Members: A triple crown to our very own Jack! Glad to see your face gracing the Community! Most Forum Replies: JackLacava Most Likes Received: JackLacava Most Authored Solutions: JackLacava As we move into July, let's continue to build on the momentum and keep the conversations going. Whether you're soaking up the sun or staying cool indoors, we hope you find inspiration and connection within our Community.agoralewski2 days agoCommunity Manager9Views0likes0CommentsRunning Validate and Load Steps for Multiple Years
Hi everyone, We are uploading portions of our budgets in Excel templates across multiple years. The data is imported across all the years in one shot, but the validate and load steps need to be run year by year if imported through the workflows we have set up. Does anyone know if there is a way to execute the validate and load steps across multiple years through a rule? I know we can use the batch harvest folders, but we're hoping to keep the workflow steps as close to those used in other processes as possible. Thanks, JamesSolvedJames3212 days agoNew Contributor39Views0likes3CommentsUnable to unlock the Work Flow channel
Hi Team, WhatIF_R&O_Adj is a Workflow Channel, and it is assigned under "Financial_WeeklyProcess" - "Base_Input Profile" (Refer the 2nd screen shot). when we are trying to unlock the channel. getting pop up like "'mnuWFChannelLockWhatif_R&O_Adj' is not a valid value for property 'Name'." and it is not listed under WF channel list(Please refer 3rd screen shot). Kindly help us to resolve the issue. Thank you, Shiva Prasad.ShivaPrasad2 days agoNew Contributor III13Views0likes1CommentAccount Attribute: In Use versus Allow Input
Hi all, We have hundreds of historical (no longer valid) accounts sitting in a cube and we are looking at ways of de-cluttering resulting data retrievals to avoid seeing them. But additionally, we want to prevent any accidental loading to these accounts from the source system. For reporting, I know we can populate one of the text fields with some text and then combine that with a Where() clause to filter out these old accounts. But, from a data load perspective, just wondering what the risks / benefits are of utilizing either (or both) of the In Use or Allow Input attributes; to prevent accidental loading of data there. We want to be able to continue to see any historical data for these accounts and be able to drilldown from the parent account and see that data. There are no member formulas associated with these - they are all base accounts. We don't care about the Scenario/Time specificity capability If anyone is using these attributes would very much appreciate any recommendations or hearing what your experience has been (before we go through the effort of testing either of these options). Many thanks, K.kmd2 days agoContributor II18Views0likes1CommentIssue Retrieving Text Property from DynamicCalc Accounts in UD8
Hi all, I have a DynamicCalc account where the Text6 property is populated. I also created a UD8 member that dynamically retrieves the POV account and returns its Text6 property. In my Cube View, I set the POV for this UD8 column to Annotation. This works well for all non-DynamicCalc accounts... I can successfully retrieve and display the Text6 property in the Cube View. However, for DynamicCalc accounts, the Text6 property doesn't appear. It seems like OneStream can't resolve the property for DynamicCalc members in this context. Has anyone encountered this behavior? Thanks in advance! UD8 member filter:Jiwi2 days agoNew Contributor II17Views0likes1CommentMass modification of a Metadata member attribute
Hi all, Does anyone happen to have the correct syntax for an XML file that modifies a single attribute (member property) and can be uploaded to OneStream without resetting other member properties? A bit of background, I have to add content to the Text7 field of over 3000 members. I tried one version of a XML that only referred to the Text7 property for a single member But when I loaded the xml, some (but not all) of the properties for that member reverted back to original defaults. On the plus side, it DID update the Text 7 field. I'm clearly not defining my XML properly so if anyone has an example of the syntax I can use to update a property without affecting anything else, I would love to see it. I realize I can extract all 3000 members to an XML, but if the Text7 property is not assigned anything, then that property doesn't get included in the extract (otherwise I could simply do a global search/replace): in order to fix this I would have to write a script to run against the contents of the XML and 'add' a line identifying that property and it's contents. I'm hoping there's something more straightforward out there? Fingers crossed. Thanks in advance for any examples you might have.kmd3 days agoContributor II20Views0likes2CommentsEnvironment Monitoring Graph Not Displaying Any Values
Hi everyone, I've been trying to use the Environment Monitoring feature, but for some reason the graph doesn't display any values. The interface loads correctly and I can select different metrics and time ranges, but the chart area stays empty—no lines, no points, nothing. Has anyone experienced this before or have any idea what might be causing it? Any tips on how to troubleshoot or configure it properly would be greatly appreciated. Thanks in advance!mireles3 days agoNew Contributor III3Views0likes0CommentsImport data using multiple workflow profles
Hi everyone, I have an issue in understanding how to implement multiple import steps within a workflow. My client will load data through a classing import step throughout all the months of the year. In addition to that, they asked to set up 3 additional import steps (P13, P14, P15) to be used in December that will serve as "adjustments" to the previous data loaded on the cube. At each import step, however, the data will be loaded in full (with eventual adjustments) and should overwrite the data loaded through previous import steps (and this is the reason why we don't use forms but we use multiple import steps). For example, when P13 is loaded, it should overwrite the data loaded through the Import step, and when P14 is loaded it should overwrite the data loaded through P13, and so on. The problem now is that since we are using a different workflow profile at each step, the system does not automatically overwrite the data loaded through the previous workflow profile, and therefore the data is just added on top of the data that was loaded in previous steps. Does anyone knows whether there is a way to overwrite data from previous loads when a new import step is used? An idea I thought about was to delete the data on the cube through sql while executing the BR Connector rule but I don't know what tables in the db hold the data that I want to overwrite. Thanks in advance for any help, and if something is not clear please ask, I'll be happy to clarify!Solvedfc3 days agoContributor1.6KViews0likes7Comments
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