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.... 

Hi all,We upgraded one of our OS instances to 9.0.0After a first look, it seems BI Viewer does not work anymore from Desktop app, but charts are showing from Modern Browser interface, any idea? Can't find a clue on Know Issues.On Desktop app, only the layout shows, no content:Same Dashboard from Modern Experience shows fine (I blurred data here)Any advice? 

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

Hi Everyone, Does anyone know whether it is possible to Lock V#Annotation for input? Any assistance will be appreciated Thank you!

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

Just checking to see if anyone else has been experiencing the following issue with Version 8.We are currently testing the upgrade from 7.x to version 8 and have run into a huge formatting issue with our books that are produced to Excel and sent out to management via postal service. The source cube views for a batch use the same column template. We have Excel column width formatting set up for each of the columns (but consistently on each column). When the cube views are run and exported to Excel, the column width is not being recognized in most of the columns. I have tried direct formatting, I have tried with a literal parameter and getting the same results no matter what.  I don't see where I can attach the workbook itself but am attaching a screen capture sample.  In this case text wrap is set to False and column widths are set to 100.  Note the results.  Oddly, in like the first book, some of the sheets ARE recognizing the column width. I'm just wondering if anyo

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  

Hi all,What is the best way to export and import a dashboard into a new application?Do I need to select all its components every time, even if some already exist in the destination?I’ve noticed that if you select only the dashboard or the embedded version, the components don’t appear in the XML file.Thanks in advance!

Hi all,  is there any way (we might have overlooked) to not only extract headers to excel, but also footers? Thanks Markus

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,  I'm trying a landing page dashboard where I can put buttons that go to various locations, both inside OneStream and outside OneStream.  Some of these links will be to files in the box or SharePoint, and some will be to other Tableau dashboards.   I'm struggling to figure out how to create the Navigation Argument so i can select it with my button component.  Where do I go to build one?  Is there a blog post or article on this?

Hi. I'm looking at a way to find all cube views used in book definitions. I was thinking of exporting all xlBook files all at a time via Load/Extract but I cannot find how to do it. Is it possible? Or would there be another way of getting that information? 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'm having trouble with a dashboard I'm building. I want to display either an IS or a BS on a single dashboard frame based on user's selection. I've created a list parameter with the options "Income Statement" and "Balance Sheet". However, no matter which option I select, the dashboard only displays the IS. I suspect I'm missing a step to properly link parameter selection to switch between the two reports. I don't have much experience with multi report dashboards up to now, I've only worked on single report dashboards. Could someone help point out what I am doing wrong or guide me on how to make the report dynamically switch based on the parameter. Thanks.

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 ...  We are trying to output the formula for Accounts of type DynamicCalc in a cube using an U8 member named U8#AccountFormula. In this member we have defined the following: Return api.Account.Formula(api.Pov.Account.MemberId,API.Pov.Scenario.MemberID,Api.Pov.Time.MemberId) The code above only seems to work for all Accounts except type DynamicCalc Is there another function we should be leveraging? Thanks  

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.

Hello, We are currently creating a series of dashboards at my team and have primarily used Chart (Advanced) components as these fit our needs the most closely. However, one limitation we have come across is that sometimes it's more fitting to have the Point Label Format in thousands and sometimes in millions. Is there a way to make the component decide which format to use automatically? I suspect that it might be possible considering you can do the following to handle negative values and hide zeros: {V:0,,M;(0,,M);''} I was thinking one might be able to do something similar for different magnitude values. Thanks in advance!