Reporting

Hi Is there a way to change the path of the folder within the "File Share" so that it would be possible to save a file generated by Data Export step from a Data Management job to a folder other than DataManagement->Export_"MyFolderName" ?   Say for example I want to save the file to a folder under Groups->Everyone->"Specific Folder to be Saved" Would like to do this without using the file transfer step in the DataManagement, since the file is large. thanks Kumar

I have a cube view similar to below. What I want to see is all the Accounts in the left most column like you see below and nothing where it says "Top" (not even the level where Top is). When I switch to UD1 in the same cube view, I then want to see the header as "Loading", "Unloading", etc., in the left most column where you see "Oper Expense". and not see the "Oper Expense"  at all even though I'll have the account in my POV.  The row header only allows you to have one header as Header 1. I'm thinking this is only possible with an XFBR String?  Has anyone else done this? If so, please share. Thanks.... 

Hello! Is there a way to export the server audit reports to a file? This is the information from the Audit tab on the servers.  Thanks!

Mid-year we created a new parent entity and added base entity relationships to it because the base entities moved to a different legal entity. We load YTD trial balance and the previous parent should report the base entities for the first 6 periods of the year; new parent second 6 periods.  We're using the "In Use" setting on the old parent member to cut off at period 6 which seems to work fine. For the last 6 periods, revenue and expense accounts continue to show the first 6 periods' activity. Is there a way to continue loading full YTD balances with the new parent reporting YTD periods 6-12 not 1-12?

Does anyone know how you can default the cell to use the cell detail or even better enforce the users to use only cell detail on the form?Thanks

I created a couple menu components and I'm using images with them on the landing page. I read that you can use an image and also have a header text display but i can't get the header text to show with the image. Is there something special that needs to be done? I am manipulating the parent item below and thought it would be as easy as creating a header text but im not getting the desired result. Below is  a screen shot of the image and the children of the menu but I want to see some kind of value by the image that says Tasks'     'ManipulationsparentMenuTaskItem1.HeaderText = "Tasks"parentMenuTaskItem1.ImageFileSourceType = XFImageFileSourceType.DashboardFileparentMenuTaskItem1.ImageNameOrPath = "LP_task.png"parentMenuTaskItem1.Height = 100parentMenuTaskItem1.Width= 100parentMenuTaskItem1.ToolTip = "Tasks"   

Hi, is there an easy way to remove rows with zeros from the Cube View when using GetDataCell? Thanks GetDataCell(S#|!Scenario!|_Allocations:U3#None:U4#None:U5#None:U6#None:U8#PCRunRate - S#PPM_|!Scenario!|_Lite:UD2#PrjNa):Name(Variance)  

Hi everyoneIs there a way to preserve formatting in a Quick View (not Cube View) in Spreadsheet or Excel Add-in on certain row levels? E.g. Font colour for base members = Blue.With Cube Views in Spreadsheet or Excel Add-in you can highlight the levels and assign Styles but this is not available in Quick Views, only in certain sections of the Quick View grid, e.g. Primary Style, Upper Left Style, Row Header, Column Header Style and Data Style.I noticed in the 8.5.1 version documentation that this option is available when you create a new Quick View, but not in the 7.4 version we are using:RegardsJohan

I am recently created a cubeview report that I am now trying to add to Oneplace to allow our user community to run the report at their will.  I believe I need to do this by going through the Framework Task Setup menu but am not having any success in doing so.  Does anyone have tips/tricks to offer that can help me break the ice?  I am new to building these reports and getting them setup.  Would appreciate any feedback

Hello, I have recently uploaded the May'25 Trial Balance into OneStream and one of my reports is reporting a line item as $5 more than what the Trial Balance says it is. This particular line item is driven by a single account so the report is set up to say whatever is in account XXXXX, generate that on the report. Any suggestions as to why the report is off by $5??

Hi  I am currenty building a dashbord for our controllers, including a menu. But I would like to use the same icons as used in OneStream, e.g. Refresh Page, Help, etc. But I have not manage to find them in OneStream. Are they copyrigth'ed, unique or were can I find them? Regards  Ole  

I am trying to replicate the example from the design & reference guideHowever, i dont seem to have a cubeViewColumn (last line in screenshot) object. The documentation does not show an example of creating this object. Any suggestion would be much appreciated.thanks 

Hi, Can someone point me to a syntax cheat sheet for formatting cube views and reports in Excel? I'm trying to get this number to show in thousands and have my negative numbers be in red with parentheses, and I'm super close, but I have this odd space at the end I can't seem to solve.  ChatGPT got me here:  ExcelNumberFormat = [#,##0,_);[Red](#,##0,_))] But it's stuck there. 

I am trying to configure a data adapter through the service factory. The assembly containing the services factory is on another maintenance unit. The assembly is WsasFactory and when attempting to bring the data set into an adapter it can't seem to find that object reference to the assembly. The assembly and service factory are configured on each maintenance unit and workspace as shown: MyAssembly.WsasFactoryWhen attempting to bring it into the data adapter I have tried using...{WSMU}{MyDataSet}{}{WS}{MyDataSet}{}{Workspace.Current.WS}{MyDataSet}Yet, I keep getting this error for each reference shown above - Error processing DataSet 'MenuNavPM'. Unable to find the Workspace Assembly Service Factory class for name 'WSMU' in Workspace Is there a reference special for using the service factory between maintenance units I am missing? 

Hello, Would it be possible for me to generate a CubeView using multiple cubes? I know it would be possible using an XFGETCELL since we have to point to the specific cube in the formula. We are currently utilizing a single cube with all the parent and base level members in our dimensions and are transitioning into 2 Cubes (1 for the summary/parent level and 1 for all base level members). Our existing reports for example A#NET_INCOME.treedescendantsinclusive would work fine in our single cube, but it may not work when we move the parent & base level members to separate cubes.

We have a large flat hierarchy, members starting with Px_1000 to Px_9999. For example, P1_1000_27 Project 1, P5_1001 Project Yellow.... P7_9999 Project Bob. The numbers are unique (no two same number). We want a report that allows users to enter a "From" - "To" to pull back members in that range. For instance, only pull back members in the range "From" 500 To "532". Have an XFBR where I'm parsing the string, that's working, looping through and but only returning the number. The issue is that I need the entire string and description of the member. That's where I'm stuck. If anyone has done this before, would very much like know how you coded the XFBR. Thank you!

Hi all,Do you know how to get the member description in a scpecific language using the Excell add-in? I suppose that it can be done using the "XFGetMemberProperty" but I can't find an example.Thank you. XFGetMemberPropertyThis function retrieves any Dimension Member property from the Member Properties tab in the Dimension Library. Note there are no spaces used when defining property name.XFGetMemberProperty(“DimTypeName”,“MemberName or Script”,“PropertyName”, “VaryByCubeTypeName”,“VaryByScenarioTypeName”,“VaryByTimeName”) As a reference when using BR: Get member description in user's culture code | OneStream CommunityBest regards,Carlos

Hello, I created a dashboard with 3 different embedded dashboards. 2 are non-cube views and 1 is a cube view. I would like my parameter to only prompt and be able to be changed when I select the third tab.  Is there a way possible to accomplish my idea or am I stuck with the prompt happening when I select the dashboard? I've tried changing the dashboard types thinking it would default to what the other dashboards are but it still gives the parameter prompt on the first dashboard tab. Thanks, Will

Hi,we would like to show the periods based on on the "Number Of No Input Periods Per Workflow Unit" Scenario setting. Suppress if "No Input"Is that possible?Roland Weiss  

Hi OneStreamers, I'm currently working with the Guided reporting solution in OS v8.4.0. When running the report in the GDR homepage a duplicate dialogue box appears after the Guided Reporting Dashboard is selected via the OnePlace menu item, once a report is selected, or after a Parameter is changed anytime the Parameter combo box is changed. Each Parameter is set up a Member list at the moment but were previously discovered as Member Dialogue, and now rediscovered as the updated Member list param. Any Idea what I could be missing? 

Hi Community,      We are encountering an issue where the BI Viewer dashboard is not displaying for a specific user, while it works perfectly for all other users. Interestingly, when we add the data adapter used in the BI Viewer to a grid view, the dashboard displays correctly. However, it fails to display when using the BI Viewer component.Can anyone provide any insights into what might be causing this issue?Thanks

Hi all, I'm trying to create a Cube View with a single column that aggregates data for the past 12 months, rather than showing each month separately. Instead of this: MonthMay 2024Jun 2024Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025Sales102030102030102030102030   I'd like this: Time PeriodLast 12 MonthsAggregate Sales240 To do this, I created an XFBR business rule that returns a time range like T#2024M5:T#2025M4 Here’s the relevant part of my XFBR: If args.FunctionName.XFEqualsIgnoreCase("Trailing12Months") Then Dim baseYear As Integer = args.NameValuePairs("year") Dim baseMonth As Integer = args.NameValuePairs("month") Dim endDate As New DateTime(baseYear, baseMonth, 1) Dim startDate As DateTime = endDate.AddMonths(-11) Dim startMember As String = String.Format("T#{0}M{1}", startDate.Year, startDate.Month) Dim endMember As String = String.Format("T#{0}M{1}", endDate.Year, endDate.Month) Return String.Format("{0}:{1}", startMember,

Hello,On version 8.5 (could be earlier, but didn't have a need to try) I am trying to create an embedded cube view that retains excel formatting. When I check mark the preserve excel format this works, BUT when I save the report, close it, and reopen it the cube view itself stays a light font vs black. Once I uncheck preserve excel format it reverts back to the expected black font cube view.....Is this a known issue or a way around it? 

  I have the following cube view in Oneplace and I would like to know if it is possible to create subgroups below the Main group.  For example I would like to create a subgroup of Income Statement report, Revenue reports etc.  They are currently in separate groups in the cube view set up but that does not seem to translate to Oneplace.  We are currently on 7.3.3 and moving to 8.5 in the next month.    

Hi Team, Generally, In Scenario settings will updated the "Workflow Start Time & Workflow End Time". so here we want to get these workflow time rang in Cube View. (Eg: Work Flow Start Time: 2025M6 & Work Flow End Time: 2026M5). Based on scenario selection in  the report, we should get the (12 periods) time range in report.  Please help us to get the solution. Thank you, Shiva Prasad