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OneStream Bulk Load Metadata Builder
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OneStream Excel Metadata Builder: Lessons Learned 2025

Use Case: When Manual Entry Isn’t an Option The requirement is to build out a dimension or dimensions within a OneStream application and you don’t want to manually add the members one at a time through the OneStream Cube Dimensions interface. Sure, it could be done manually, but what if you have thousands of members […]
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Prevent OneStream SQL Injection
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SQL Injection in OneStream Business Rules

What Is SQL Injection and Why It Matters in OneStream? This came up at a client the other day. They were performing a security audit on the OneStream Business Rules that had been written in their application. The audit was failing due to SQL Injection. So, what is SQL Injection and how do you write […]
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OneStream Linked Grid Views
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Linking Grid Views for Dynamic Dashboard Queries

Understanding the Linked Cube Views in OneStream I wanted to give my users the ability to query 2 custom relational XFC tables set up in the Application Database, without having to create any SQL code and all through a dashboard. They needed to be able to select a field from the first table and then […]
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What is a Primary Dashboard?
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What is primary dashboard in OneStream?

The Concept of Primary and Embedded Dashboards I’ve recently spent time with a client optimizing and cleaning up a dashboard implementation. As part of this I have noticed a recurring issue around Primary, or Main, Dashboards that could use clarification. The term Dashboard is used interchangeably for a single dashboard or a Dashboard Group that […]
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OneStream Line Breaks
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Adding a Line Break in a OneStream Label Component

Understanding the Challenge of Line Breaks in OneStream Labels The other day I was doing a very routine task, adding and formatting a Label component on a dashboard. The Label component contained a line of text that needed to wrap over 2 lines. “No Big Deal”, you are thinking to yourself, there is a display […]
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OneStream Extensible Documentation
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Extensible Documentation in OneStream: Dynamic Reporting

In today’s fast-paced business environment, organizations are increasingly reliant on advanced tools to drive decision-making, ensure compliance, and enhance efficiency. OneStream’s Extensible Documentation (XF Docs) is an innovative solution that empowers businesses to seamlessly integrate data from the OneStream platform with familiar Microsoft Office tools like Word, Excel, and PowerPoint. This blog post explores how […]
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OneStream Allocation Express
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OneStream Allocation Express

Allocation Express: Simplify Allocations in OneStream Without Coding I recently had the opportunity to implement Allocation Express (part of the OneStream’s CPMx solution). It was extremely easy to set up and eliminated the need for custom allocation business rules to be created which cut down on implementation time significantly. Configuring Allocation Express: Global Settings 1. […]
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