Code Utility for OneStream
DISCLAIMER: This is an independent, third-party tool and is not affiliated with, endorsed by, or officially supported by OneStream Software LLC. OneStream® is a registered trademark of OneStream Software LLC. This extension is developed and maintained by OnPoint EPM.
Stop wasting 8+ hours per week switching between tools. Debug, query, and deploy OneStream applications without leaving VS Code.
500+ OneStream developers trust this extension. Join them today.
🎥 Watch How It Works
See Code Utility for OneStream in action! Watch our video tutorial series:
Learn everything from installation to advanced features with step-by-step video guides. Perfect for visual learners!
💰 The Real Cost of Context Switching
If you're a OneStream developer making $75/hour, every week you lose:
- 2 hours switching between Business Rule Editor, error logs, SQL tools
- 3 hours waiting for exports, imports, and deployments
- 2 hours debugging production issues across multiple interfaces
- 1 hour managing file versions and Git conflicts
That's $600/week in lost productivity = $31,200/year.
Code Utility for OneStream recovers that time for $4.95/month.
🎯 Real Developer, Real Results
"I used to spend 30 minutes every morning checking production error logs, then another hour when issues came up. Now I see errors in real-time in VS Code. Saved me 6 hours last week alone."
— Senior OneStream Developer at Fortune 500 Financial Services Firm
"The SQL Query Editor with schema explorer is a game-changer. I can test data transformations instantly without opening SQL Management Studio."
— OneStream Consultant, Big 4 Accounting Firm
⚡ See the Difference
❌ Before Code Utility for OneStream
Scenario: User reports a calculation error in a Finance Rule
- Open OneStream web interface (load time: 30s)
- Navigate to error logs (4 clicks, 20s)
- Find relevant error (scroll, search: 2 min)
- Copy stack trace
- Open SQL Management Studio (30s)
- Write diagnostic query (2 min)
- Find the issue
- Switch to Business Rule Editor (30s)
- Export rule to XML (1 min)
- Open in text editor (30s)
- Make changes
- Import back to OneStream (1 min)
- Test and verify
Total time: 12-15 minutes per issue
✅ After Code Utility for OneStream (Premium)
Same scenario with Code Utility for OneStream:
- See real-time error notification in VS Code status bar
- Click error → view full stack trace (2 seconds)
Cmd+Shift+Q → SQL Query Editor opens with schema IntelliSense- Run diagnostic query (30 seconds)
- Edit rule directly in VS Code with C# IntelliSense (2 min)
- Generate XML deployment package (10 seconds)
- Deploy and verify
Total time: 3-4 minutes per issue
You just saved 10 minutes. Do this 10x per day = 100 minutes saved daily.
🚀 Premium Features That Pay for Themselves in 10 Minutes
1. Task Activity Viewer 🆕
- Monitor OneStream task execution history in real-time
- View all task details including sub-tasks with unlimited hierarchy depth
- Advanced filtering by username, application, status, and time range
- Search tasks by description
- Click-through to error logs from failed tasks
- Export task data to CSV for analysis
- Resizable details panel (drag to resize 300px - 1200px)
- Perfect for: Production monitoring, performance analysis, troubleshooting workflows
Time saved: 10-15 minutes per production issue investigation
2. Real-Time Error Monitoring
- Errors appear in VS Code the moment they happen in OneStream
- Full stack traces with one click
- Filter by user, application, or time period
- No more logging into web interface just to check logs
Time saved: 5-10 minutes per error investigation
3. SQL Query Editor with Schema Explorer
- Full database schema IntelliSense (tables, columns, stored procedures)
- Run queries against Framework, Application, or external databases
- Query history with search and re-run capability
- Results exported to CSV instantly
- Safety checks prevent accidental data deletion
- Flexible Layouts for Multi-Monitor & Small Screens:
- Open side-by-side with your code (
Ctrl+Shift+Alt+Q)
- Open in a separate column below
- Choose your preferred layout (
Ctrl+K Ctrl+Q)
- Drag tab to separate window for multi-monitor setups
- Responsive design automatically adapts to smaller screens
- Collapsible schema sidebar - perfect for laptops
- Compact mode for maximum space efficiency
- Customizable Preferences:
- Set default opening layout (current/beside/below)
- Start with schema sidebar collapsed
- Enable compact mode for smaller displays
Time saved: 15-20 minutes per day testing queries
4. Rule & Assembly Synchronization
- Pull any Business Rule or Workspace Assembly from OneStream database to your local workspace
- Full Sync Status Report with Table of Contents for easy navigation
- Separate "Pull Rules" and "Pull Assemblies" buttons for targeted updates
- Modified By tracking - See who last changed each rule or assembly in OneStream
- Structured Assembly Dependencies 🆕 - Full support for WsAssembly, BusinessRule, and PrepackagedAssembly dependency types with CRUD UI in metadata editor
- Check sync status before deploying (avoid overwriting changes)
- Sync Timestamps command - One-click baseline sync for new clones or first-time setup
- Team collaboration without conflicts
- Complete Git integration for version control
Time saved: 10-15 minutes per deployment cycle
Hate installing server DLL files to use IntelliSense? We do too. Reference assemblies download automatically — full IntelliSense works out of the box on every platform.
- Full autocomplete for
BRApi, SessionInfo, api, si — all OneStream types, methods, and enums
- Auto-Download Reference Assemblies 🆕 — Lightweight reference DLLs (~3 MB) download automatically. No manual DLL setup needed!
- Version-specific IntelliSense (8.0, 9.0+)
- VB.NET IntelliSense — Roslyn-powered language server with completions, hover, diagnostics, and signature help
- Catch errors before deployment
- Works on Windows, Mac, and Linux!
- Reference assemblies provide full IntelliSense on all platforms out of the box
- Optional: add custom DLL folders (AWS SDK, third-party libraries) on top
Time saved: 20-30 minutes per day (fewer runtime errors, faster coding)
6. AI Assistant Integration (Beta)
- Auto-generates CLAUDE.md documentation for AI pair programming
- Your AI assistant understands OneStream context
- Faster onboarding for new developers
Time saved: Variable, but huge for complex troubleshooting
7. OneStream Code Compilation 🆕
- One-click compilation of workspace assemblies and business rules directly from VS Code
- Workspace Assemblies: Compile entire assemblies with all modules
- Business Rules: Compile individual Finance, Extender, Connector, Parser rules and more
- Errors and warnings appear in VS Code Problems panel instantly
- Click any error to jump directly to the line in your source code
- Automatic diagnostic clearing when recompiling (no stale errors)
- Success/failure toast notifications with error/warning counts
- Automatic push before compilation ensures you're compiling the latest code
- Requires OCE OneStream component v2025.11.16 or later
Time saved: 5-10 minutes per compile cycle (no OneStream client switching)
8. Dimension Member Mover 🆕 ⚠️ BETA
⚠️ BETA WARNING: This feature is currently in beta. DO NOT use in production environments without creating a backup first. Use at your own risk. We recommend testing in a development environment before deploying to production.
- Drag & drop member moving directly in the Dimension Viewer
- Move Mode: Replaces the old parent relationship (single parent)
- Shared Mode: Adds a new parent while keeping existing parents (multi-parent hierarchies)
- Right-click "Delete Relationship" to remove a parent relationship (member becomes orphan if no other parents)
- Visual drop indicators show exactly where the member will be placed
- Pending changes tracked in toolbar with Save/Discard buttons
- Only changed relationships are exported to XML (minimal impact)
- Warning when dropping under a base member (data may exist at that level)
- Requires MetadataImporter extender rule deployed to OneStream
Time saved: 30+ minutes per hierarchy reorganization task
⚠️ BETA WARNING: This feature is currently in beta. DO NOT use in production environments without creating a backup first. Use at your own risk. We recommend testing in a development environment before deploying to production.
View and edit OneStream member formulas directly within VS Code:
Full-Screen Formula Editor with VB.NET syntax highlighting
- Keywords, data types, strings, comments, and numbers highlighted
- OneStream-specific highlighting (BRApi, api, si, args, SessionInfo, etc.)
- Real-time highlighting as you type
- Copy formula to clipboard with one click
Formula Validation 🆕 - Compile-check formulas before saving
- Click "Validate" to check for syntax and compilation errors
- Returns line numbers and error codes mapped to your formula
- Automatically references all global Finance rules (e.g., helper classes)
- Auto-detects Dynamic (Function) vs Pass (Sub) formulas
- Copy all errors to clipboard with one click
- Works with raw formula snippets or complete first-pass formulas
FormulaType Support - Preserve and edit formula calculation types
- All OneStream FormulaTypes: DynamicCalc, DynamicCalcTextInput, FormulaPass1-16
- FormulaType badge displayed in member properties panel
- Type preserved when saving formulas
- Automatically hidden for Scenario dimensions (which don't use FormulaType)
Time-Based Attributes
- Scenario Type for scenario-specific formulas
- Time field for time-period-specific formulas
- Revert to Default Scenario Type toggle
Dimension-Aware Formula UI 🆕 - Adapts to each dimension type
- Scenario dimensions get a simplified editor (no FormulaType, no DrillDown, no variations)
- Account, Flow, UD dimensions show full formula controls with variations
- Entity dimensions hide formula editor entirely (no formulas)
Formula/DrillDown Toggle 🆕 - Edit both formula types in one session
- Switch between
Formula and FormulaForCalcDrillDown with toggle button
- Both formula types preserved when saving (doesn't overwrite the other)
- Visual indicator shows which formula type is active
- Warning dialog when switching with unsaved changes
Unsaved Changes Protection 🆕 - Never lose formula edits
- Warns before navigating away from unsaved formula changes
- Guards on dimension/group switch, refresh, member selection, and modal close
- Confirmation dialog with Discard/Cancel options
Export Tree View to Excel 🆕 - Export full dimension hierarchy
- Dropdown menu on export button: "Extract All Members (CSV)" or "Export Tree View (Excel)"
- Generates XLSX with Excel outline/group levels for collapsible hierarchy
- Includes member name, description, and source dimension columns
- Exports complete hierarchy from API (not just visible nodes)
Drill from Selected Member 🆕 - Context-aware tree navigation
- Drill/expand buttons operate from the selected member
- Falls back to full-tree behavior when no member is selected
Member Properties Editor 🆕 - Edit all member properties
- Full-screen modal to view and edit all member properties
- Edit static properties (AccountType, FormulaType, IsConsolidated, etc.)
- Edit time-varying properties with ScenarioType/Time variations
- Add/delete property variations
- Supports Account, Flow, and UD dimension types
Requires OCE assembly deployed to OneStream
Time saved: 5-10 minutes per formula edit (no need to open OneStream client)
10. CodeMCP Server for AI Assistants ⭐
Give your AI assistant direct access to your OneStream environment!
Your AI can now view error logs, monitor tasks, and search your entire codebase - all without you copying/pasting anything.
What's New in v6.0
- Independent Distribution - The MCP server is now distributed separately from the extension as a protected bytecode package
- Auto-Updates - Extension automatically checks for and downloads MCP server updates on startup
- Email Delivery - MCP server ZIP included with subscriber welcome emails and workspace updates
- Code Protection - Server compiled to V8 bytecode to protect intellectual property
- Node.js v20+ Required - For bytecode compatibility
get_error_logs - AI fetches error logs with full stack traces and exception detailsget_task_activity - AI monitors consolidations, data loads, business rules with status iconsget_connection_info - AI verifies current OneStream connection
- Search Across All Repositories - Find business rules, SQL scripts, and patterns instantly
- Compare Implementations - See how different projects solve the same problem
- Intelligent Keywords - 80+ keywords for integrations (REST API, S3, Salesforce, etc.)
- Cross-Repository Analysis - Compare code patterns across all your projects
Quick Setup — Use the Built-In Wizard (Recommended)
The easiest way to get set up is the MCP Setup Wizard built into the extension:
- Open VS Code Command Palette (
Cmd+Shift+P / Ctrl+Shift+P)
- Run
OneStream: Setup MCP Server Wizard
- The wizard automatically:
- Detects your OS, Node.js, and installed IDEs (Claude Code, Cursor, Windsurf, Claude Desktop)
- Guides you through adding your OneStream code repositories
- Configures all IDE config files with correct paths
- Writes Claude Code permissions (no more approval prompts)
- Optionally enables SQL execution tools
- Click Reload Window at the end to activate everything
No manual JSON editing required. The wizard handles all config file changes for you.
Manual Setup (Advanced)
Prefer to configure things yourself? Use these guides:
Works with Claude Code, Cursor, Windsurf & Claude Desktop - Full MCP (Model Context Protocol) integration
Setup Guides:
Example Conversations:
"Show me the last 5 errors for user john.doe" → AI fetches error logs with stack traces
"What consolidation tasks failed in the last 2 hours?" → AI checks task activity
"Find all business rules that use REST API" → AI searches your codebase
Time saved: Hours per week - AI understands your data AND your code
11. Documentation Reports 🆕
Generate comprehensive documentation reports with a single click. All reports support CSV, Markdown, and Word export:
Member Text Fields Documentation
- SQL-Powered Performance - Handles 50,000+ members without timeout
- All Text Fields - Documents Text1-Text8 across all dimensions
- CSV Export - Export 84,000+ members to Excel in seconds
- Complete Formula Inventory - Scans Account, Flow, and UD1-UD8 dimensions
- All Formula Types - Captures DynamicCalc, DynamicCalcTextInput, FormulaPass1-16
- Variation Support - Documents all ScenarioType and Time variations
Workflow Profile Documentation
- Profile Hierarchy - Shows parent/child relationships
- Configuration by Scenario - Data sources, transformation profiles, text fields
- Import & Forms Profiles - Complete workflow configuration
Access: OneStream Explorer sidebar → Reports panel
Export Options: CSV (recommended for large datasets), Markdown, Word (.docx via Pandoc)
Time saved: 2-4 hours per documentation cycle vs. manual extraction
12. Execute Sequence 🆕
Run Data Management sequences directly from VS Code without switching to the OneStream client:
- Searchable Sequence Dropdown - Auto-populates from your OneStream database, type to filter with keyboard navigation
- Foreground & Background Execution - Run synchronously (wait for result) or asynchronously (get Task ID)
- Execution Parameters - Pass parameters via grid mode (key/value pairs) or text mode (OneStream format)
- Saved Sequences - Save frequently-used configurations with descriptions for one-click re-execution
- Execution History - Full history with status, timing, descriptions, and error details
- Copy & Duplicate - Clone saved configurations to quickly create variations
- Detailed Error Messages - Full inner exception chain when sequences fail
- Status Bar Access - Quick-launch from the VS Code status bar
- Requires OCE assembly with RuleExecutor deployed to OneStream
Time saved: 5-10 minutes per sequence execution (no OneStream client switching)
13. Data Management Steps & Sequences 🆕
Create, edit, and manage OneStream Data Management configurations entirely from VS Code:
- WebView Step Editor - Form-based editor for all 8 step types: Calculate, Custom Calculate, Clear Data, Execute Business Rule, Reset Scenario, Copy Data, Export Data, Export File
- Member Selectors - Browse buttons (🔍) on dimension fields open a split-panel member picker with tree navigation, search, and multi-select — dimensions loaded live from OneStream and filtered by field group
- Parameter Picker - P button inserts Dashboard Parameter references (
|!ParamName!|) from the connected instance
- Cube & Business Rule Selectors - Browse cubes and extender rules from the connected application
- WebView Sequence Editor - Configure notification settings (server, users, event type), up to 8 parameters, and ordered step members
- Drag & Drop - Reorder steps within sequences by dragging, or move/copy steps and sequences between groups via the tree view
- Dedicated Sidebar Panel - DM tree view with groups, nested steps, and sequences with Collapse All support
- Pull from Database - Download existing DM groups with all steps and sequences from a connected OneStream instance
- Push to OneStream - Generate valid XML and upload directly via DataManagementXmlLoader
- Copy & Delete - Right-click context menu to duplicate or remove steps and sequences
- Git-Friendly Storage - JSON files (
.dm-step.json, .dm-sequence.json) stored under .onestream-metadata/DataManagement/
- Requires MetadataImporter assembly v2 deployed to OneStream for push operations
Time saved: 15-30 minutes per DM configuration change (full version control, no OneStream client needed)
📊 Feature Comparison
| Feature |
Free |
Premium |
| Import/Export Business Rules |
✅ |
✅ |
| XML Generation |
✅ |
✅ |
| Smart File Organization |
✅ |
✅ |
| Git Integration |
✅ |
✅ |
| Real-Time Error Logs |
❌ |
✅ |
| SQL Query Editor |
❌ |
✅ |
| Database Schema IntelliSense |
❌ |
✅ |
| Rule & Assembly Sync |
❌ |
✅ |
| Multi-Environment Support |
❌ |
✅ |
| C# & VB.NET IntelliSense (BRApi, etc.) |
❌ |
✅ |
| Query History |
❌ |
✅ |
| AI Assistant CLAUDE.md |
❌ |
✅ |
| Workspace Assembly Compilation |
❌ |
✅ |
| Business Rule Compilation |
❌ |
✅ |
| Member Formula Editor (Beta) |
❌ |
✅ |
| Formula Validation |
❌ |
✅ |
| Dimension Member Mover (Beta) |
❌ |
✅ |
| CodeMCP Server (AI Integration) |
❌ |
✅ |
| Documentation Reports (CSV/MD/Word) |
❌ |
✅ |
| Execute Sequence |
❌ |
✅ |
| Data Management Steps & Sequences |
❌ |
✅ |
| Priority Support |
❌ |
✅ |
💡 Who This Is For
Perfect for:
- Senior OneStream Developers who debug production issues daily
- Consultants managing multiple client environments
- Development Teams who need version control and collaboration
- Solo Developers tired of juggling 5+ tools simultaneously
- Anyone who values their time at more than $4.95/month
You'll Love This If:
- ✅ You open SQL Management Studio multiple times per day
- ✅ You've ever lost work because someone overwrote your rule
- ✅ You debug OneStream errors more than once a week
- ✅ You wish BRApi had autocomplete
- ✅ You use Git for everything else (why not OneStream?)
🎁 Start Your 14-Day Free Trial
Full premium access. Cancel anytime during trial - no charge if you cancel.
Get Started in 2 Minutes:
Install the Extension
Start Free Trial
- Click the Code Utility icon in sidebar
- Click "Start Free Trial" button
- Enter your email → Instant activation
Connect to OneStream
- Click connection status in bottom bar
- Enter OneStream URL and credentials
- Select application → You're ready
Try Premium Features
Cmd+Shift+Q (Mac) or Ctrl+Shift+Q (Windows) → SQL Query Editor- Click error icon in status bar → Real-time error logs
- Right-click any rule → Pull from Database
After 14 days, you'll only be charged if you haven't cancelled. Try it risk-free.
Start Your Free Trial Now →
🛠️ Installation
VS Code
- Open VS Code
- Press
Ctrl+Shift+X (Windows/Linux) or Cmd+Shift+X (Mac)
- Search "Code Utility for OneStream"
- Click Install
- Click the Code Utility icon in the sidebar
Cursor IDE
- Open Cursor
- Press
Ctrl+Shift+X
- Search "Code Utility for OneStream"
- Click Install
- Works exactly like VS Code
📖 Quick Start Guide
Free Features (No Trial Needed)
Import OneStream Rules:
- Click Code Utility icon in sidebar
- Click "Import Files" button
- Select XML or ZIP file from OneStream export
- Files automatically organized by rule type
Export to XML:
- Select rules in OneStream explorer
- Right-click → "Generate XML from Selected Files"
- XML files created in
./GeneratedXML folder
Setup Git:
- Command Palette → "OneStream: Setup Folder Structure"
- Creates OneStream-friendly folder layout
- Command Palette → "OneStream: Check .gitignore Recommendations"
- Adds recommended Git ignore patterns
Premium Features (14-Day Free Trial)
View Task Activity: 🆕
- Connect to OneStream environment
- Click task activity icon (clock) in status bar
- Filter by username, application, status, or time range
- Click any task to view details and sub-tasks
- Click error buttons to view related error logs
- Export data to CSV for analysis
View Error Logs:
- Connect to OneStream environment
- Click error log icon in status bar (or
Cmd+Shift+E)
- Filter by user, app, time
- Click any error to see full stack trace
Run SQL Queries:
- Press
Cmd+Shift+Q (Mac) or Ctrl+Shift+Q (Windows)
- Select connection (Framework, Application, etc.)
- Type query (schema IntelliSense appears automatically)
- Press
Run Query or Cmd+Enter
- Export results to CSV if needed
Pull Rules from Database:
- Right-click any rule → "Pull Rule from Database"
- Or click "Pull All Unencrypted Rules" button
- Compares local vs server versions
- Updates local file with server version
Sync Timestamps (First-Time Setup):
When you first clone a repository from Git or copy rule files from another machine, the local file timestamps won't match OneStream's modification dates. This can cause the sync status to incorrectly show all rules as "out of sync."
To fix this, run the Sync Timestamps from OneStream command:
- Command Palette → "OneStream: Sync Timestamps from OneStream"
- The extension queries OneStream for each rule's last modified date
- Local file timestamps are updated to match, establishing a clean sync baseline
When to run this command:
- After cloning a Git repository for the first time
- After copying rule files from another machine or backup
- If sync status shows many false "out of sync" warnings after initial setup
You only need to run this once per setup. After that, pull and push operations automatically keep timestamps in sync.
Enable IntelliSense (All Platforms):
- Open the IntelliSense panel in the OneStream sidebar
- Select your OneStream version (8.0 or 9.0)
- Reference assemblies download automatically (~3 MB)
- Start typing → Full autocomplete for all OneStream types, methods, and enums
- Optional: Add custom DLL folders for third-party libraries (AWS SDK, etc.)
No DLLs required! Reference assemblies provide complete OneStream IntelliSense on all platforms. You can still add full DLL paths for additional libraries.
💼 Pricing & Plans
Free Forever
$0/month
Perfect for occasional OneStream work:
- Import/export business rules
- XML generation and packaging
- File organization by rule type
- Git integration setup
- Community support (Discord)
Premium
$4.95/month (billed monthly, cancel anytime)
Everything in Free, plus:
- ⚡ Real-time error log monitoring
- 🗃️ SQL Query Editor with schema IntelliSense
- 🔄 Rule synchronization (pull from database)
- 🌍 Multi-environment support (dev, test, prod)
- 💻 C# & VB.NET IntelliSense with auto-download reference assemblies
- 📜 Query history with search
- 🤖 AI Assistant integration (CLAUDE.md)
- 🎟️ Priority email support
- 🚀 Early access to new features
ROI Calculator:
- If you save just 20 minutes per week = 1.4 hours/month
- At $75/hour = $105/month value
- Premium costs $4.95/month = 21x return on investment
Enterprise
Custom pricing for teams
Contact us for:
- Team licenses (volume discounts)
- Custom integrations
- Dedicated support
- Training sessions
- On-premise license server
View Pricing Details →
🔒 Security & Privacy
We take security seriously:
- ✅ All data stays on your machine - No code or rules sent to external servers
- ✅ Encrypted HTTPS connections - All OneStream connections use TLS
- ✅ Token-based authentication - No passwords stored locally
- ✅ No telemetry or tracking - We don't collect usage data
- ✅ License validation only - Only your email and license key are sent to our server
Your OneStream data never leaves your network.
📚 Documentation & Support
- 🎥 Video Tutorials - Step-by-step video guides for all features
- 💬 Discord Community - Active community, fast responses, support, bug reports, and feature requests
- 📋 Feedback Form - Share feedback, report bugs, or request features (no Discord account needed)
⚙️ Configuration & Settings
SQL Query Editor Layout Preferences
The SQL Query Editor is optimized for all screen sizes - from large multi-monitor setups to compact laptops.
Opening the SQL Query Editor
Keyboard Shortcuts:
Ctrl+Shift+Q (Mac: Cmd+Shift+Q) - Opens with your default layout preferenceCtrl+Shift+Alt+Q (Mac: Cmd+Shift+Alt+Q) - Opens side-by-sideCtrl+K Ctrl+Q (Mac: Cmd+K Cmd+Q) - Choose layout interactively
Command Palette:
OneStream: Open SQL Query Editor - Default layoutOneStream: Open SQL Query Editor (Side by Side) - Opens beside current editorOneStream: Open SQL Query Editor (Below) - Opens in new column belowOneStream: Open SQL Query Editor (Choose Layout) - Interactive menu
User Settings
Access via Settings → Extensions → OneStream SQL:
{
// Default layout when opening SQL editor
"onestream.sql.defaultLayout": "beside",
// Options: "current" | "beside" | "below" | "active"
// Start with schema sidebar collapsed (great for laptops)
"onestream.sql.schemaSidebarCollapsed": true,
// Use compact mode with smaller fonts (optimized for small screens)
"onestream.sql.compactMode": true
}
For Multi-Monitor Setups
To open SQL editor in a separate window:
- Open the SQL Query Editor (any layout)
- Drag the tab out of VS Code, OR
- Right-click the tab → "Move into New Window", OR
- Press
Ctrl+K O (Mac: Cmd+K O) while focused on the tab
The SQL editor stays fully functional and connected to your workspace even in a separate window!
Responsive Design
The SQL editor automatically adapts to your screen:
- Large screens (1600px+): Full layout with expanded sidebar
- Laptops (1366px): Compact layout, smaller sidebar
- Small screens (1024px): Schema sidebar becomes an overlay
- Tablet/Small (768px): Ultra-compact mobile-friendly layout
- Height-aware: Adjusts editor heights for shorter screens
Pro Tip for Laptops: Enable compact mode and start with sidebar collapsed:
{
"onestream.sql.schemaSidebarCollapsed": true,
"onestream.sql.compactMode": true
}
❓ FAQ
Q: Does the free version expire?
A: No! Free features are free forever. No trial, no expiration.
Q: What happens after the 14-day trial?
A: If you don't cancel, you'll be charged $4.95/month. Cancel anytime during the trial to avoid charges. Free features always work regardless.
Q: Can I cancel anytime?
A: Yes! Cancel through the license portal anytime. No questions asked.
Q: Do you support team/enterprise licenses?
A: Yes! Contact us for volume pricing. Teams of 5+ get discounts.
Q: Does this work with Cursor IDE?
A: Yes! Cursor uses VS Code engine. Full compatibility.
Q: Do I need OneStream DLL files for IntelliSense?
A: No! Reference assemblies download automatically (~3 MB) and provide complete IntelliSense on all platforms. You can optionally add custom DLL folders for third-party libraries.
Q: Which OneStream versions are supported?
A: OneStream 7.0+ is supported. IntelliSense reference assemblies are available for 8.0 and 9.0.
Q: Can I use this offline?
A: Free features work offline. Premium features require network access to OneStream environment.
Q: Will this slow down VS Code?
A: No. The extension is highly optimized and uses minimal resources.
Q: Can multiple developers share one license?
A: No. Each developer needs their own license. We offer team discounts for 10+ licenses with our Business plan.
Q: What if I have a problem during the trial?
A: Join our Discord or email us. We respond quickly to trial users.
🎯 Common Use Cases
Use Case 1: Emergency Production Debugging
Scenario: CFO reports incorrect consolidation numbers. Deadline: 2 hours.
Without Premium:
- Log into OneStream web interface
- Navigate to error logs
- Search through hundreds of errors
- Copy stack traces to text file
- Open SQL Management Studio
- Write queries to investigate data
- Export business rule
- Debug in text editor
- Re-import, test, repeat
- Total time: 1.5-2 hours (if you're lucky)
With Premium:
- See error notification in VS Code immediately
- Click to view full stack trace (5 seconds)
Cmd+Shift+Q → Run SQL diagnostic queries with schema IntelliSense (2 min)- Edit rule directly in VS Code with C# IntelliSense (5 min)
- Generate XML deployment package (10 seconds)
- Test and deploy
- Total time: 15-20 minutes
Time saved: 1+ hour when you need it most
Use Case 2: Daily Development Workflow
Scenario: Building new Finance Rule with complex SQL logic
Without Premium:
- Write code in Business Rule Editor (no IntelliSense)
- Guess at BRApi method names (or search docs)
- Save rule, log out
- Open SQL Management Studio
- Test query logic
- Switch back to Business Rule Editor
- Make changes, save
- Repeat 10-20 times per day
- Wasted time: 2-3 hours daily
With Premium:
- Write code in VS Code with full C# IntelliSense (works on Mac, Windows, Linux!)
api. → See all available methods instantlyCmd+Shift+Q → Test SQL queries without leaving VS Code- Schema IntelliSense shows table/column names
- Edit, test, refine in one interface
- Wasted time: 20-30 minutes daily
Time saved: 1.5-2 hours per day = 7-10 hours per week
Use Case 3: Team Collaboration
Scenario: 3 developers working on the same application
Without Premium:
- Developer A edits Finance Rule, exports XML
- Developer B edits same rule (doesn't know A changed it)
- Developer B deploys, overwrites A's work
- A's changes are lost
- Conflict resolution takes hours
- No version history, no audit trail
With Code Utility for OneStream Premium + Git:
- All developers pull rules from OneStream database
- Each works in their own Git branch
- Check sync status before deploying
- Merge changes using Git workflows
- Complete audit trail of who changed what
- No more lost work, no more conflicts
Time saved: Countless hours of frustration + rework
🚀 What's Next?
Roadmap (Coming Soon)
- ✅ C# IntelliSense (Shipped in v5.2!)
- 🔄 Push rules to database (temporarily disabled, returning Q2 2025)
- 📊 Performance profiling for Finance Rules
- 🧪 Automated testing framework integration
- 📱 Mobile app for error monitoring
- 🔗 Slack/Teams integration for error notifications
- 🎨 Custom themes and layouts
- 📈 Analytics dashboard (rule complexity, execution time)
Premium subscribers get early access to all new features.
Join 500+ developers:
- 🎥 Video Tutorials - Learn how to use all features
- 💬 Discord Server - Chat with other users, get help, share tips, report bugs, and request features
- 📋 Feedback Form - Share feedback, report bugs, or request features (no Discord needed)
- 📝 Write a Review - Help others discover this tool
📦 System Requirements
- VS Code: Version 1.60.0 or higher
- Cursor IDE: Any version
- OneStream: Version 8.0 or higher (for premium features)
- Network: Access to OneStream environment (for premium features)
- OS: Windows, macOS, or Linux
📄 License & Legal
- Extension: MIT License
- Premium features: Subscription required
DISCLAIMER: This is an independent, third-party tool and is not affiliated with, endorsed by, or officially supported by OneStream Software LLC. OneStream® is a registered trademark of OneStream Software LLC. This extension is developed and maintained by OnPoint EPM.
