Reporting

Dear Community, I have a SQL Table Editor on a Dashboard and a button. When user select (click on a row/record) on the SQL Table Editor and then click the button, I need to pass the data in the selected row to a business rule. Is it possible? Thank you in advance!

Hi All, I have a requirement to create a cube view with 3 columns of orders and to make them like a single column. Can anyone please suggest. Please find the below snap for your reference. Orders of 3 columns, should make as one column. Column1 - PW Column2 - CW Column3 - VPW        Thanks in Advance.    

For our Planning/Budgeting application we have a dashboard that is an excel spreadsheet with a CV embedded in it.   Goal: is to allow folks to copy paste from excel where they have additional data summarized (ie paste formula as a value) Issue: Copy (Ctrl-C) Paste (Ctrl-V) will paste the formula that then turns into a value based on the reference in the dashboard and not the original excel. Option 1: I did turn on Spreadsheeting setting - Show Ribbon and user can now select Home-Paste Special-Comma delimited. Question: Is there a better way!  1) - Folks are confused with the list of Paste As options (see below). 2) - Creates 3 additional clicks than normal. 3) - We prefer to not even show the Ribbon - It just creates questions from users. 4) - Is there a way to set a default or maybe a button. Clarke

Within our design we are using 3 layers of extensible cubes with extensibility across Entity, Account and UD dimensions. We are finding inconsistent results when the user is in the parent cube and are attempting to ‘drill’ to lower detail in an Ad Hoc Grid. In the attached video you will see a user using the .Base member expansion and doing a right-click drill and receiving differing results. In talking with OneStream, this appears as expected functionality because of extensibility. We were provided a workaround (adding .Option expansion) which is not user friendly given the availability of a .Base button in the member expansion. Logging this enhancement request because this is not a user-friendly functionality and the inconsistent results could cause users to not trust the results they are seeing in an ad-hoc grid. We understand we can put it into a parameter per case CSRC009442 .Base.Options(Cube = Global, ScenarioType = Actual, MergeMembersFromReferencedCubes = False)  which ca

Hi everyone ! Hope you're doing well. I am looking for help on a word extensible document : we manage to integrate a cubeview in the doc word however the column header do not appear despite selecting "IncludeReportHeader=True". Could you please advise on this matter? Many thanks in advance ! Best regards Jérôme The cubeview as formated for reporting purpose : The word settings for integration of the document in word : {XF}{Application}{CubeViewReport}{CSR008_RPT_DPEF_TER02} IncludeReportMargins=False, IncludeReportHeader=True, IncludeReportFooter=True, IncludePageHeader=False, IncludePageFooter=False How it looks like when opening word in OneStream : I don't understand how to make column headers appear whitout having to display page headers. My understanding was that column headers were report headers and not page headers.        

Hello, Does anyone know how to Pass CalcScript in navigation links from One CubeView to another CubeView? Any help will be appreciated. Thanks

Is there a way to pull the functional currency in a Quickview, for example we have a Quickview showing entity and account (cash) in the rows and time in the columns.  I would like to pull the entity, the functional currency of each entity.

Hello Community,  I have an issue with the chart size, if I try to display it in powerpoint, using the extensible documents function like this. I tried several different zoom factores, but all efforts failed. I want to place 2 charts next to each other, but every time I try to decrease the picture size, so two charts could fit on one slide, or change the settings, I only see 40% or 50 of the charts. Question: Is there a way to decrease or increase the size of charts/pictures in powerpoint, but still be able to see 100% of my chart? I´m facing the same issue with some Cubeviews.  {XF}{Application}{CubeViewReport}{Chart Name Here} PageNumber=1, CropLeft=100, CropTop=100, CropWidth=0, CropHeight=0, Zoom=100, MaintainAspectRatio=True, FillMode=Width, Anchor=TopLeft, IncludeBorders=True, IncludeReportMargins=True, IncludeReportHeader=True, IncludeReportFooter=False, IncludePageHeader=True, IncludePageFooter=False Many Thanks for some tips and tricks. Regards, Markus

I want to add more filters to my row, just as I have it in my Excel quickview, but from what I saw there is no visual way to add it, so I needed to know how to do this, whether it is through a business rule or another way.  

I'd like assistance with utilizing a formula within the UD1 dimension section of the attached POV Cube view. Specifically, I am trying to subtract one cost center from another. So the formula I'm hoping for is something like  "GPPPFI - GPPPAccounting" but thats not working.

Dear community,  We encountered a reporting issue: when exporting a cube view to Excel, one line of data will flip the signage.  In cube view, we have the Budget amount of (10,763), and the delta is calculated with GetDataCell(CVC(Actual column) - CVC(Budget column)), which should be 700, but the delta is showing (20,825) instead.  When exporting this cube view to Excel, the Budget amount becomes 10,763 (which is incorrect), but the delta is calculating correctly as 700. For delta, the temporary solution is to calculate with GetDataCell(S#ACTUAL - S#BUDGET); however, the Budget amount would still flip the sign when exporting to Excel.  We use the Text1 property in the cube view to determine the expansion, TreeDescendantsInclusiveR.  For the formatting, we use the below parameters in the cube view: BackgroundColor = White, NumberFormat = [#,###,0 ;(#,###,0);"0 "], Scale = 3, ExcelNumberFormat = [#,##0,], ExcelUseScale = False This happens in Budget for EntityA

Hi, All Just wanted to share a SQL query I wrote to retrieve base members and parent of a given hierarchy from within a dashboard grid.  (Note that the parameter supplies the member ID of the top member in the chosen hierarchy.) Any thoughts on how to improve are welcome! With TEST AS (SELECT childid, parentID, dimtypeid, 0 AS level FROM relationship WHERE parentid = |!SelectDimension!| UNION ALL SELECT ft.childid, ft.parentID, ft.dimtypeID, level + 1 FROM relationship ft JOIN TEST d ON ft.parentid = d.childid ) SELECT m.name As Child_Name, m.description as Child_Description, P.name AS Parent_Name, Description as Parent_Description FROM TEST d JOIN relationship a ON d.parentid = a.parentid JOIN member AS M ON a.childID = m.memberid JOIN member as P on d.parentid = p.memberid where NOT EXISTS ( SELECT NULL FROM TES

We're pulling project status' as our attribute 9 from an ERP integration what is the best way to pull those values into an existing summary dashboard? I was going the UD8 route but is there an easier way through Memberfilter builder that I can go directly to that data?      

Hello, I was wondering if it is at all possible to add a type-ahead functionality in the SQL Table Editor. I have tried to assign a Bound-list (via SQL query) parameter to the column but nothing is returned.  Reason to use this is that I have a large list of values to look up from, so fitting those in a delimited list instead would really hinder the performance of my dashboard as it would take very long to open. Thanks, Miguel

Hi,  I am trying to create a column in cube view, and that column must average based on columns (out of the 4) that have data and ignore the column with 0 or no data. Denominator will be based on number of columns with data e.g. if columns 1 and 2 have data, then 2/4 will be the denominator. Numerator will be data that exist in those 2 columns.  Any idea how I can achieve this as Onestream doesn't support such requirement on prebuilt settings.   

I am trying to get prior year actuals in the same column as current year actuals.  The code i am using in the CV is above.  This result pulling back in YTD prior year but I want monthly value for prior year.  

I have a number of column definitions that will use the same Row Range in the Row Overrides.  I would like to use a parameter or XFBR for this, but neither seem to work for this specific field in the Row Overrides. i.e. I can only specify row names. Below is an example of what I am trying to do. Has anyone accomplished this?  

We are trying to create an advanced chart using a secondary y axis and are running into issues.  We referenced https://community.onestreamsoftware.com/t5/Implementation-Q-A-Archive/Question-In-Advanced-Chart-component-of-a-Dashboard-can-you-show/ta-p/1551 blog which explains how to code the business rule.  However, there is no place within the chart to reference the cubeview and when we run the dashboard, we get an error message stating the data adapter type does not match the chart type.  Any solutions or if there's any document we can refer to which would show end to end flow around the cubeview, data adapter, business rule, and chart?  Below are screenshots of our data adapter, chart, and dashboard error.  

How can I change the Row name on a cube view so it populates differently in my dashboard? Example in CV is "ESG Total", on the dashboard is "Total ESG"  but want the dashboard to say "Environmental Social and Governance Total" cube view: dashboard      

Hello,  Need some help to introduce an extra header on top of the Dimension header that shows up on the cubeview. I can get the count and the $ but am not sure of how to introduce the Operating Plan.  Any help would be appreciated. Thank You, Indu

We have summary dashboards with a lot of information. I'm trying to find a way for users to filter down on that information and have created 2 combo-boxes. However, none of the data pulls through. How do I make those combo- boxes (parameter values) dependent on each other? The idea is when a user selects the first "Resort" box only that resort's projects will be shown in the dashboard. Secondly, the second combo-box "Entity" would only return the entities from within that resort selected (step 1). Currently, no data pulls in when either parameter is selected. If I remove either of the combo-boxes, leaving only one, it works properly. 

We have files that utitlize vlookups or sumif formulas  when we save an offline copy the formulas do not work after. I have found many times that if I change the value I am referring to in the formula to a text format, it saves them, but sometimes it is not always the case. Has anyone else had this issue and what is the work around? 

We want to use a dashboard to run our books using a data management job so that they can continue to run in the background while the user works in OneStream.Using a button on the dashboard triggers an Export File data management step from a data management sequence. When the sequence is run by itself the book dialogue window opens. But from the dashboard the dialogue window does not open and instead the POV members are passed from the cube POV. Dialogue Window when hard coded and run directly from the Sequence. Similarly when a parameter is entered for the Url or Full File name, the dialogue window does not open, but does when the Full File Name is hard coded. No dialogue window. Dialogue window appears. How can we get the dialogue window to appear while keeping the dashboard dynamic to be able to run any book. Thank you.    

Dear community, With 7.4 onward, we have the concept of "Workspaces", which usually works well. For one of my requirement, I need to embed a dashboard which is on another Workspace. The problem I am facing, is that the parameters that are currently in combo boxes are not recognized when I do so. When I open the dashboard as usual (ie not embedded but as a regular dashboard), then I don't have this issue. How to solve this situation ? My parameters are delimited lists and bound lists. When I open the "main" dashboard that embed the targeted dashboard in Design Mode, it recognize these parameters but these are shown as empty. EDIT : oddly, a similar issue apply to the "Refresh", as my embedded dashboard are getting refereshed as expected when open as standalone, but not refreshed when the dashboard from another workspace is embedded... Regards,

Hi All,   I have created one cube view and made it as forms so that user can update their data but i also need the user updated data into another cube view. Once user updates in forms it should also able to bring in another cube view. Can anyone help how to achieve that ?   Thanks in Advance.