Reporting

Hello all, I need to create a dashboard based on a cube view where I have accounts on rows, and MTD and YTD view in columns for actual, actual vs budget, actual vs PY. The request is to have in the dashboard the report with the rows displayed between the MTD and YTD view columns.  Is there any way I could achieve this in OneStream? Thank you! Adina      

  Hi, I am trying to use Cube View (already added in Data Adapter as Cube View MD) within the Report Designer of the Report component. However, I am unable to see the row-wise values for Entity and Account, and the column-wise UD8 for Text consolidation. I have checked various Data Adapters and Report components in different MarketPlace solutions but have not found a similar case. There also appears to be a lack of comprehensive video tutorials or study materials on using the Report component. Could you please assist me with this? Thanks

Is there a way to view application Workflow Status reports in excel rather than having to use a dashboard in the application that shows if an entity is certified/locked or not? Something that is easily refreshable so that you don't have to leave the current workflow you're in to view all entities workflow status? 

Hi all, I have the same question as AndeaF (https://community.onestreamsoftware.com/t5/Reporting/Conditional-formatting-based-on-the-value-of-other-rows-and/td-p/20227) Is the below solution post by OneStream still the only workaround for the question? I am trying to compare the variance of prior year and current year data and want to return a specific number format based on the two numbers. Thank you.  

       

Hi All, How can I show Cell Detail Classification in the report ? Thanks

Hi, I'm a new-ish user to OneStream and the QuickViews.  Is there a way to prevent a dimension from repeating when you refresh - for example, I want monthly (periodic) columns with a specific UD#7 variable - we will call it A.  Then, I want YTD with a different UD#7 member, B for YTD view.  Whenever I refresh the QuickView, OneStream will give me both A and B for all periodic and YTD data.  Is there a way around this? I don't want YTD with UD#7 member A or Periodic with UD#7 member B but not sure what I need to change for the ad-hoc build.  Thank you!

Hello there, As intuitive as it seems, I'm trying to pass bound parameters from a CView to a DM Sequence. Upon selecting a CView cell, I click on a 1st button to open a dialog window (at this stage, bound params are resolved). But, within this dialog, once I click on 2nd button that launches my DM Sequence that uses the previously resolved params; I retrieve " |!mySelectedAccount!| " instead of the needed value. Button Configuration: DM Step Configuration: Solution Attempts: Since I am able to retrieve the bound params on the 1st button click, I tried storing them to a 'Literal Parameter' that uses an XFBR to string.join values, but when I try retrieving the literal param value i get " XFBR(BR,Function, Account=|!mySelectedAccount!|, Entity= ... " instead of resolving the XFBR ( Which is normal ?) I tried using "Globals" but I get the same result ... literal value instead of resolved value

Hi all, Currently I have a cube view with GetDataCell formula for ad hoc calculation, may I know is there any rounding off function in the GetDataCell formula? For example, we would like to have a formula like Round(A#100) - Round(A#200). Thanks a lot for any possible solutions.

Hi All , I was trying to build a dashboard with a Index or a guided List like below. For the below dashboard these are the steps I took :  a. Created A Delimited Parameter  with all the reports  b. Created an embedded dashboard with the value of this parameter  c. Created a List Box with the delimited parameter.  So on the Main dashboard when one click on any of the values on the list , the Dashboard opens on the right.  Although it works , I noticed that the performance of the dashboard is quite bad compared to if I create the same dashboard with tabs .  Both the dashboards are using the same underlying cube view then why is there a difference in Performance ?  Is there something wrong with my approach ?  Tabbed dashboard   Regards, Saurav

I am working with text editors and found that when I try to undo something I keep getting the "Object reference not set to an instance of an object." error. Does anyone know if this has been fixed in newer versions (currently using 7.4.2 for this) or if there is a way to fix this within the application?

How to create a form with dynamic cost buckets (columns) that change every year for different entities in OneStream ?

Hi Team, I wanted to double check if origin Import can be used within XFSetCell. It gives me error and my assumption is we can only use origin Forms.  It's strange that this field is not predefined and we can type there "import": Many thanks!  

Hi, I have a button that runs a dashboard extender business rule. Between the 4 server options available, which one should I choose when, and should I even care about choosing the right one (i.e. when does it make a difference)? Thank you      

Apologies if this question has been answered elsewhere - I have been searching for a while but didn't find anything that solves my problem.I have a cube view with a single column whose member filter is T#|CVTime|.BaseIt displays 12 columns, which is great - one for each period of our fiscal year. For example, if CVTime is 2025 then the cells of each column going left to right will have their POV Time as 2025M1, 2025M2, ... 2025M12. Wonderful!However, on a single row within the cube view, I want to instead display values from the previous fiscal year using a column override for that row.  In other words I want the POV Time for the cells in that row to be 2024M1, 2025M2, etc.Seems straightforward but the two seemingly obvious options I tried do not do the trick:T#YearPrior1(|CVYear|).Base  (yields 2024 for each column.) T#YearPrior1(|CVYear|.Base) (yields 2025M1, 2025M2, ... 2025M12)   - I don't know if it matters but it's not clear to me if that's how the syntax

Is there a way to format 'NoData' cells so that when the report exports to excel it shows a dash or 0, instead of the cell being blank?

Is it possible to use a variable or dynamic selection on the the index?  For example, I would like it to vary based on the cubeview time, e.g. - an index of 1:(SubPeriodNum). See example below.

Hi Team, 2 users having the same access and same Cube view POV . One of the users is unable to see a total UD1 column while other can see it. Has anyone come across this before?

Hello Experts,Is it possible to use Combo Box and let users select value from the list in Cube View Rows (Headers) just like how we do in Excel. I see an option called Cell Type which has Combo Box but when i try it, doesn't work for some reason. Thanks in advance for the suggestions.  

Has the syntax for Navigation Action changed to include workspace name in .v8? We have buttons that open up cubeviews that have been working fine in the past, but now don't work since we upgraded to .v8.1.  Others actions like open up workflow or other dashboards work fine. Just DataExplorer that's not working. TIA    

Hi All, I'm trying to create conditional formatting based on the scale. I would like to have the number format without decimals when the scale is set to 3 or above and vice versa when the scale is set to zero. Do you have any idea?FYI - The scale is a parameter that the end-user can select in the cube view.  Thanks, Davide

Hi All, Our external auditors are requesting an audit report showing all the changes applied to the cubeviews. I researched in the "application reports" but could not find anything that fits the requirements. Do any of you have insights or know of any potential workarounds?Thank you, Davide

This is a follow-up to my prior post about Parcel Service. Converted my excel worksheet to CV's and imbedded them in a Book.  That works great and I can pass parameters and burst without any issues.  In the Admin guide under the Book section it talks about adding a Report.  I added 4 Reports with Report Type = 'Dashboard Report' and 'Dashboard Chart' and selected the related Component Name.  There were two - One listed as a 'Large Data Pivot Grid' and one listed as 'Spreadsheet'.  When running the book, nothing gets created in the Excel workbook generated for these 4 new members. I thought I saw somewhere that you could use a book to generate output from a Table.  In the above, the spreadsheet has a 'Table View' imbedded that works fine in Excel or in the Dashboard.  The Large Data Pivot Grid also works in the Dashboard. Is my issue that it does not work with anything that is imbedded in Excel.  In writing this I went back and linked the Report t

Hello, I'm trying to sum up a calculated amount using Row Column Intersection and I cannot get it to work properly. I'm using Rows Override in order to sum up these calculated amounts (also using row override). So the Input Inventory Amount, I put some dummy info in and the calculated reserves are taking those amounts and multiplying it by those percentages (name override as UD8#None). So the amount in LC column should be 265LC, but I cannot get it to populate. Below is my row override formula. I've tried putting a row range but it comes up with an error message of Invalid calculation script. I don't want to make a new UD8, because I don't really know how to do that, so if it can be done with a CVRC, or a different formula, that would be great! Thanks, Will

Relatively new to OS and trying to figure out what may be preventing me from pulling newly imported budget data into an excel report via XFGetCell. I've verified the data exists in OS using the dashboards.  Now I'm trying to compare the data from the Actual Scenario with the Budget data in Excel.  I'm able to pull the actual data without issue.  The Budget data, however is coming through as $0.  To troubleshoot I change just the scenario parameter in the formula from Budget to Actual and the Actual data pulls as expected.  So, I believe there must be a step I'm missing in the import to push it to wherever it gets grabbed by the GetCell formula. Hoping someone out there has an idea. TIA