Reporting

Hi Guys, We got a request from user to get data from 2023M12 from actual scenario to forecast scenario. for Balace sheet accounts, the value from 2023M12 to be same till 2024M12 for specific account.  Can anyone help me to find way to retain same value for BS account, i have tried but due to activity calculation and endbalance input value, the value become zero for all the months. ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- If Not api.Entity.HasChildren() AndAlso (api.Cons.IsLocalCurrencyForEntity()) Then Api.Data.Calculate("S#FCST_6_6_Test_Same_value:A#121010:V#YTD:T#2024M1:O#Import:U2#None:U3#None:U4#None:U5#None:U6#None:U8#None = S#Actual_Proforma:A#121010:V#YTD:T#2023M12:O#Top:U2#None:U3#None:U4#None:U5#None:U6#None:U8#None")End If If Not api.Entity.HasChildren() AndAlso (api.Cons.IsLocalCurrencyForEntity()) Then Api.Data.Calculate("S#FCST_6_6_Test_Same_v

Hi all, I am exploring the functionality of cell formatting based on the text of column header 3-6, I noticed there is a conditional formatting ColE1HeaderDisplayText and ColE2HeaderDisplayText, but not sure if the same function could be applied to header 3 -6 as well. Thank you.  

Hello,  I am trying to change the columns of a cube view so that using entity ChildrenInclusive we get each column sectioned by each entity and in one single tab. We want this to be in one tab, not multiple tabs so I didn't think a book would work. I was able to make it look like this with these columns members. However, in the original CV we had specific formatting for the Variance B/W and Variance % columns which I cannot figure out how to apply to the multiple items in the nested column member. This is what I have currently for format. This works, but applies the pink formatting across the first 3 columns when I only want it on the Variance B/W column. Is this even possible? NumberFormat = [#,###,0;(#,###,0);0], If (RowName Contains FSLI) AND (ColName Contains Entity) AND ((CellAmount > 4000000) OR (CellAmount < -4000000)) Then BackgroundColor = Pink Any ideas or other ways to go about this? Thanks, Megan  

Hello OneStreamers, I'm looking out for a potential solution to create a custom Entity Drop Down that displays Text2 property value inside the dropdown. Eg: Entity Name Text 2 Property EntA ABC EntB DEF EntC GHI Now, when I fetch the Entity List, the dropdown should show like: ABCDEFGHI And NOT the entity names. Do we have a workaround to achieve this?Thank you!JackLacava OSAdmin 

Hello, I'm building a cube view and we have some small amounts that are causing our B/W Pcts to have a huge %. Is there a way I can use conditional formatting to make the value show as 0 instead? Thanks, Will

Hello, I was wondering if it's possible to have a formulas name changed based on what entity it is on? Currently I have a formula that adds up the intercos of a specific account but when I overwrite the name I cannot get it to show what entity it belongs to. I've tried a couple of variables such as |CVEntityDesc|, |POVEntityDesc| and |MFEntiyDesc| and all of them seem to just pull the WF profile I've currently selected. This is what I was able to do in our Financial Reporting Software that I could make it recall the outer member to produce the name dynamically Thanks, Will  

Good day  I was wondering via format or conditional formatting how can we get the value shown on the cell to be absolute? Regards

Hello, I'm creating a cube view and I created a U8 that looks at Entity text 5. Using the following formula. Dim cfoHelper As New OneStream.BusinessRule.Finance.CFO_FormulaHelper.MainClass Return cfoHelper.GetMember("Entity","Text5", api, si) I've added it to the my CV but it only gives me the text 5 for the entity and not the IC, in which I need it to be. Since IC and Entity go together, is there a way to have it read the IC value for text  5 which is my Level 2 filter? Entity is the level 1 filter and I need to pull all base level entities and the IC entity it has done business with a particular account. So the final column shouldn't all say "CTB" since that's the text associated with the USA entity. I need to it read what text 5 says for the IC member in the level 2 filter. Thanks, Will

I tried using this function to pull the account description but keep getting an error.  I'm sure because I am using the wrong fields.  I looked for samples but can't find any.  XFGetMemberInfoThis function retrieves the description in the system.  Each Parameter needs to be defined.XFGetMemberInfo(MemberInfoType, DimTypeName, MemberName, NameorDesc, NameandDesc)

Does anyone know if its possible to reset parameter selections, like the button does below, via a business rule?  

I would like to know if it is possible to search for contains when selecting data in a combo box. Right now when we search in the combo box for a certain piece of information it is filtered by starts with but we want to know if it is possible to perform this search by contains in a combo box.    

Hello, I'm writing a cube view and our old report (not in OS) has a max value calculation in the columns that looks at the current years values for each entity. I tried writing a GetDataCell(Max(A#Account)) but it's giving me no values. I looked through Golf Stream but didn't find anything but a member ranking which doesn't help. I've also looked at the other Min/Max posts, but they're not exactly what I need. Thanks, Will

We have a dashboard attached to the high level workflow that displays the status of specific steps within workflows. These dashboards utilize Report components adapted from the standard ones. While I understand how to make cosmetic changes to these reports, I need advice on changing the type of data displayed. In particular I would like to display the name of the user who certified the workflow step. Thank you in advance.  

When I run a OneStream book, the time zone in the footer is in UTC, which is 5 hours different from my time zone CST.   However, if I run the individual cube views that are included in that book, the time zone is converted from UTC to CST.  How do I get my books to properly reflect the CST time zone in the footer of each page?  Book in UTC time Ran cube view from book afterward and it is in correct CST time Thanks!  

Hi Team, We have client requirement that, Member needs to be moved from one parent to other parent. In this process, it should not impact rollup data for old parent for historical months. If any handle this in the past, please share your thoughts on this or any inputs would be appreciated. Thank you.  

Hi All -  I am wondering if anyone can point me in the right direction on how to reference a business rule to generate the SQL statement within a data adapter for SQL / External type data adapter? Any help would be greatly appreciated!

Hi all, I am building a CV that needs to show quarter data starting from Q1 2022 with YTD data after Q4 of each year and wanted to build it as dynamic as possible. I am trying to avoid having to update the filters each quarter if hardcoded. I also have a parameter that prompts selection of a specific Quarter/Year. The layout should look like the below. Is there a way to do this dynamically? I am also coming across an issue when calculating the growth % on rows where there is no data. It is giving an incorrect growth % of -100%. I have tried conditional formatting to try to hide these incorrect % but can't seem to get it to work and wondering if there is a better way. Thanks in advance for any help!

Hi, How can we ensure that a record is only saved in the SQL table editor or grid view after all cells are filled? A message should be displayed to the user if any data cell is left blank when attempting to save. Is this functionality available in version 7.4? Thanks

Anyone know what report or how to implement this? I have seen this role in application security role but cant seem to find on what it really does. Says its gives a user access to a report in import workflow...Thanks!

Hi, I have an SQL data adapter that queries an application table, and one of the columns is the CostCenter. This CostCenter is also a dimension in our cube, where the table values correspond to the base-level members of that dimension. In the CostCenter dimension hierarchy, each cost center is either a descendant of Member A or Member B. I want to add a column to the data adapter that indicates whether each cost center is a descendant of Member A or Member B, so that users can filter cost centers more easily in their dashboards. Does anyone have any ideas on how I could achieve this?

hi Team; I've a cube view showing accounts than need to highligh in red when overlap a number dependig the FxRate, I created an Finance BRule searching for a specific rate and multiply be a number where is more than this is highlighted in red. My problem is that number is recorded in a paramenter but is not working, maybe in the image below is showing better than my explanation; could sombody knows how is the parameter format? Thank you and best Regards Mario G

Hi all, I am trying to use conditional formatting in a cubeview and color all of the columns but I want it based on the cell value in Col3, not its own cell value. I have If (CellAmount > 0) Then ReportBackgroundColor = Green --- but I want it to be Col3 cell amount coloring col5.   Is this possible?

Hello, where can I find a simple guide to formatting my reports, especially in the ‘view reports’ view? Somehow it is difficult to insert blank lines without scenarios, just formatting, do you have a suggestion here? Also the underline frame somehow doesn't work properly, I need a thicker border line but the software doesn't seem to respond when I enter a value for the thickness. Any easy solution available? Best regards, Luca

Hi I want to combine data from 2 out-of-box methods in Data Adapter for a custom grid.  Is there a function that I can use in BR to read data from the methods - FormsStatusForWorkFlowUnit and CertificationForWorkflowUnit Thank you in advance, Mikki

Is there any way we can input the data at the Parent Entity: One Possible way is Set O#AdjInput and Set Account Property > Allow Adjustments to Data Entry to which I want to input data data.But I am sceptical as it will not allow me to allow Posting a Journal on the base level entity for the account. Is there any possible or better way to do this? If I dont find an answer I have to replicate the Accounts in a alternatate hierarchy with some suffix for the with same description and then copy the data to the original account. 😞 Regards, Nikhil