Reporting

I have a button on a dashboard that needs to change the values of two parameters with one click of the button. Is this possible without building an XFBR? The "Bound Parameter" property implies it can only control one. Placing a comma between two parameters in this property does not acknowledge the second parameter. 

I want to give users the ability to add attachment in the cell with a dynamically calculated UD8 member. Dynamic calculation places the value of 1 into that intersection if the file attachment is present and the value of 0 if there is no attachment. I use these values to change the formatting of the cell if there is an attachment. I am an Admin and I have no problem attaching the file. However, other users are getting the "Error saving data attachment" message. I wonder what governs this and if I can give my users the ability to add attachments to that cell? Any suggestions are appreciated.    

Hi everyoneWe recently upgraded to OneStream version 8.4 and are generally enjoying the experience.  I do have a question that I would like to pose to OneStream and the broader community.  Within the "Fixed Issues" section of the version 8.4 release notes there was the following:What was this intending to resolve?  We have seen an issue when we try to connect to both the OneStream and EPM excel add-ins to retrieve data from both systems.  When logging into the OneStream add-in, we get the following error message.  The solution has been to disable the EPM addin, close Excel, relaunch it, login to the OneStream addin.  Once we've done that, we can reenable the EPM addin, login to that, and then we are good.  Until the next time.Our hope was that setting the add-in compatibility filter to true, as shown below, would resolve the issue we are seeing.  Unfortunately that is not the case.   I'm looking for any advice or detail on fix in t

Hi, I have a use case to format V#Annotation text fields in a Cube View to Red when it's blank, with Entity in CV rows. I'm using a Literal parameter, and using the XFBR to return "Background=Red" for the purpose. The issue I have is that I cannot seem to get Entity from Cube View to use in XFBR. Since Scenario and Time are tied to Workflow, can get those with no issue. Below is my code section to get Scenario, Time and Entity, but Entity is null when I checked inside the XFBR rule. string wfSceanario = args.SubstVarSourceInfo.WFScenario.Name;  //works string wfTime = args.SubstVarSourceInfo.WFTime.Name;  //works string currEntity = args.SubstVarSourceInfo.PovMembers.Entity.Name;  //doesn't work   Anyone has advice on how to get the Entity name used in Cube View Rows, in my case? Since Entity is not passed, all my cell rows are Red now.    My Row definition in the Cube View: Appreciate the help!

Edit: Have determined that if I remove a column from the BI grid view and then replace it, data will populate the component again. Still don't have a reason or fix for the issue.    Hello, I have a BI viewer that works fine in the initial setup/shows data pass through. I will run the BI in a dashboard once and it will also work correctly. If I run the dashboard again, it stops displaying data. I checked and my data adapter functions as expected, and if I delete the BI and make an identical version it will also work initially in the BI Viewer component once and the dashboard once.  The viewer operates off of two combo box member lists, and I've confirmed that those update my dashboard data set rule when I refresh my dashboard.  If anyone has any input on this situation it would be much appreciated.

Hi all,   Here's the situation: There are several CV with the same accounts as rows (CV1, CV2, CV3, etc.) that have slightly different columns. For each main CV, it's needed to drill down until arriving to the base. Would it be possible to set a navigation CV to a common CV with dynamic columns so that the CV can adapt to each main CV? I would like to avoid creating a CV set for each main CV.   Thank you

Hello, I'm learning to use BI Viewer, is there a way where I can drill down the entity dimension from region to base level? I've tried different expansions and I either get only regions or everything and when I try to drill down the region, it just gives me the region again and not the base entities that make up those entities. Thanks, Will

Hi,  Has anyone created an intercompany report by entity? I'm trying to use the vstagesourceandtargetdata table - is there any documentation with descriptions of the table's columns? Thanks!  

I’m working on a Drill Back Dialogue in OneStream that uses XFDataTable, and I need to display a sum total row at the bottom of the table, similar to how it appears in a Drill Down. Currently, my Drill Back table retrieves and displays data correctly, but there’s no built-in option to show a total row. I’d like to dynamically calculate the sum of a specific column (e.g., Amount) and append it as the last row in the table. Has anyone successfully implemented this? Would this require modifying the Business Rule handling the drill back or is there a UI setting that allows this? Appreciate any insights or sample code. Thanks in advance!

I have a custum tree hierarchy with multiselection,  It looks like this  Is there a way to format this component to open like this:  

I have a cubeview with 1 Row = A#NetIncome.TreedescendantsInclusiveR. I would like to have the accounts collapsed, so that the report doesn't have all the accounts/rows expanded.I have set RowExpansionMode = CollapseAll, but it did not change anything and all rows are still expanded. Am I missing some other configurations?

Is it possible to format point labels in the BI Designer, in terms of text color and outline? For example, I'd like to remove the outline around the label, make the text bold and color black. Thanks!  

Hi all, I am trying to upload data to the text field Text3 in a UD2 dimension. I have been looking around in the available functions in the OneStream excel add-in, but I am not sure which one is the best for this. I tried the function  XFSetCell, however this function saves data to the amount field based on the Parameters supplied. I only need to upload a string of text to the Text 3 field of a UD2 member: Thank you all for your help!      

Hi, I'm trying to block input to UD3 None (for example) using the Cube setting in Data Cell Conditional Input,  but only for accounts that have a certain UD3 Constraint. Basically, I had to add None into the constraint for some rule logic,  but I don't want anyone to be able to enter data there by mistake. I normally test the Member Filters of blocking rule by just putting the Filter into a Quick View, but I am struggling with this one.  This is what I have: A#PL.Base.Where(UD3Constraint = MyUD3Constraint_1) But that does not work.  I think the issue is that the UD3 Constraint can vary by Cube, rather than being a strictly defined property of the member.  Not sure if it's possible to define the Cube in the Where clause? Any ideas welcome!

Hello - I have a dashboard with 6 buttons across the top - each one is set to display a different cube view. The time dimension for 4 of the CVs are set to workflow time, where the other 2 I want the users to be able to select a period from a list, because these 2 are designed to show historical variance commentary. I set up a member list parameter with the time periods and added it to the two cube views. Now when I open the dashboard, the prompt automatically appears for every CV. I checked and couldn't find a way to only have this prompt appear for the two cube views. What settings do I need to enable or disable for my dashboard so 4 out of the 6 run off workflow time, but when a user clicks a button for one of the 2 others, the time period prompt appears?

When using a second display monitor connected to my laptop the  Drag and Drop  of dimensions in Spreadsheet  Quickviews  does not work - when I place the Onestream applicatrion page  on this second monitor.  if i switch back to having the OneStream application QV on my laptop screen -  i have full functonality on moving dimensions into columns or rows in Qv's Any similiar exeriences with this ?   ( audio/visual setting on second displays)?)  best regards    Chris 

Hi everyone. I would like to know if there is a way to display only a certain number of rows in an SQL TABLE EDITOR, as I do not see a way to set it up as in a query, for example. SELECT TOP 5 * FROM Table; I would appreciate it if you could assist me with this.

Hello, We currently print out a book to our general managers every quarter and our reports formatting seemingly changed without us changing. We use double underlines as our totals and previously it worked fine, but this quarter it looks like a solid line, but when you zoom in, you can see it's a double line. Is there any way I can fix this? I've tried changing the ReportBottomLine1Thickness and ReportBottomLine2Thickness size, but with no luck. Any suggestions? Thanks, Will

Hello,  Is there any Intercompany Report set up training and/or documentation with examples of report detail for the different Intercompany Reports on the Application Reports dashboard?  Thanks!  

I have an issue that I have seen before I never figured out so want to see if others have encountered this and figure out what I am doing wrong.  I have a data adapter that calls a Dashboard Dataset BR to get populated.  I pass in a parameter like "Parameter1=|!SomeOtherParam!|".  When I use "args.NameValuePairs.XFGetValue" to get the Parameter1 value is returns "|!SomeOtherParam!|".  I expect to see the actual value of SomeOtherParam or nothing but not the literal param with pipe and exclamation mark.  Has anything encountered something like this before?

Recently we upgraded to 8.5 and I found the back/forward buttons missing from the top left corner of the screen. We jumped a few versions so not sure when this was removed. Can anyone tell me when this happened? I cannot find anything in the release notes. I have some dashboards built to use this back button so I will have to update them.

Hi all, Could you please advise what formula is better to use in cube views member filter, when I need to add column with calculated differences between U1 base member at time POV and the same UD1 base member at time PovPriorYear?  

I would like to return a sum of all rows in my cube view but using the 'sum of rows' is only returning the first result for every account under the main hierarchies I'm calling. This is the literal statement I would like to sum -GetDataCell(A#BALANCE_SHEET.Base.Remove(A#32000).Where(AccountType DoesNotContain 'Liability') - A#BALANCE_SHEET.Base.Remove(A#32000).Where(AccountType = 'Liability') - A#32000:F#BegBal - A#INCOME_STATEMENT.Base.Where(AccountType = 'Revenue') + A#INCOME_STATEMENT.Base.Where(AccountType DoesNotContain 'Revenue'))Has anyone done something similar through an XFBR string? 

I am trying to create a label which needs to display the gross profit in my dashboard. I have created a data adapter (when running the adapter, it's showing the relevant data) and attached the same in the label. But I am not getting any data in label. Can someone help/suggest what I am missing? 

I have a home page that has a button that takes you to guided reporting. I want it to use guided reporting where the user left off - how it works when you are normally in guided reporting alone. When I click the button it keeps setting Guided Reporting back to having the choose the report group. Is there a step I'm missing when linking guided reporting to a home page?