Reporting

Hi, I wanted to check if there are any ways where we can set the members for each dimensions in the quick view by default as per our need so that the user doesnot have to update eachmember everytime while creating new quick view. Currently it is pointing to None for UDs, can we set any specific member to default?

Hi all,  I'm encountering an error with one user who is attempting to export a report to Excel. The download process is functioning correctly, and the file is being saved in the OnStream temporary folder. However, the issue arises as OneStream is unable to open the file automatically. It appears to be an issue related to permissions on the user's laptop. Could not find a way to fix it, any ideas? Thanks.  

Hi all,  I'm currently facing a challenge and do not seem to be able to get this to work. I have a CV displaying (amongst other things) a Dynamic Calc-Account (in Column) across Entities (in Rows), where entities have various currency. I want to be able to display the currency in the cell (with setting on CV cell format (ShowCurrency = True) I tried in essence the following in the business rule that calculates the value: Dim currencyID As Integer = api.Pov.Cons.MemberId Dim value As Decimal = 120.10 Dim result As DataCell = New DataCell(New DataCellPk(), value, New DataCellStatus(DataCellExistenceType.IsDerivedData, DataCellStorageType.Calculation)) Dim resultEx As New DataCellEx(result, "", currencyID, AccountTypeId.Asset) Return resultEx But that is not working unfortunately. Does anyone have an idea on how to get this working? Thanks Markus

I know I can have a different scenario where I can combine actuals and forecast each month with data management job and I can use AllPriorYInearInclusive for Actual columns and AllNextInYearInclusive for Forecast to do this when i want just months. But I want to also have quarters summing 3 months potentially actuals and forecast together if date selected is in middle of quarter. And YTD columns summing actuals and forecast.   Below is example of what i want to achieve. Is there CubeView Extender i can build to make this happen. For Quarter and YTD columns i can just use getdatacell(CVR(Col1)+CVR(Col3)+CVR(Col5)... etc. but i would like to somehow switch actuals to forecast for all future months of WFTime, TimePOV or Parameter selection.

I’m trying to create a text box component that can be added to a BI Viewer and easily updated by end users directly in OnePlace. The goal is for the users to be able to edit the text without having to modify anything in the underlying application or configuration. Here’s what I’ve attempted so far: Created a string parameter intended to store the text. Tried adding a dashboard parameter control (such as a text box) linked to that parameter. Embedded it into the BI Viewer view. However, this approach didn’t yield the desired result. The text either doesn’t update as expected, or isn’t visible to the user in the way I intended. Has anyone successfully implemented a user-editable text box that can be directly manipulated by end users in OnePlace and reflected in a BI Viewer component? Any guidance, best practices, or examples would be greatly appreciated! Thanks in advance for your help.

Hi AllDoes anyone know how to add a carriage return in Annotation text (if it's possible)? We have a Cube View with an annotation member that displays data. Currently the annotation text can take up most of the screen on some rows and it would be really useful to be able to enter a carriage return. I have tried Environment.NewLine, vbCrLf, \r\n, <br>

Is it possible to create a Roadmap inside of OneStream? If so, I am looking for some guidance on how that can be accomplished and how difficult it would be to maintain and update the roadmap when needed. 

Hi, I'm trying to build a getdataset rule for the first time in ws assembly. I ran into this compile error while setting up service factory, any idea why? Thank you.  

Hi, I am using an XFGetCell Formula which references the POV for Time. I would like to use a formula to pull in the period prior to the POV in the same worksheet and keep it dynamic based on the POV.  Any suggestions? If it's not possible to do in the formula, I will need to create a UD8 to return the prior period time.  Does anyone have a ready-made formula for this?  I would greatly appreciate it! Thanks!         Thanks!

Need assistance building this logic in for two conditional statements to return a value. The logic reads if one row is greater than 0.20 and another row is greater than 0.20, then 0 is the cell value. If not, then 1 is the cell value. Please let me know if I can provide any additional details. 

Dear all, Could you please advise how to show Text field of Entity member in cube view instead of Entity Name. For example, I have: Entity member with Name A, it has Text1 field Country 1, Entity member with Name B, it has Text1 field Country 2 Entity member with Name C, it has Text1 field Country 2 I would like to show in cube view in rows figures on Country 1 and Country 2 (so I need to aggregate figures of Entity B and C in this row). Could you please advise is it possible? If it isn't possible to aggregate figures, could you please advise if I can simply show three rows Country 1, Country 2, Country 2 in cube view instead of Names.

Hello, it's probably simple question to solve, but I wasn't able to find a solution.Is it possible to display the dimensions (master data) of the query in the cube views?e.g. columns, CV should generate a table with the following: Account | Amount | Cost Centre Number | Cost Centre Name | Profit Centre | Profit Centre Name |... and so on. I have tried it via UD (where the information is located), but I only get the amounts, but not the elements/master data/dimension or description. What am I doing wrong? Thank you!  

Are there any out box reports available to show constraints by dimension?

Hi, We have installed NRR and are able to upload documents. However, adding a cube view using the syntax is not working. Despite searching related articles and trying different syntax variations, the cube still fails to render:Syntax 1:{DOCVARIABLE"{XF}{Application}{CubeViewReport}{Abseentism_Rep}""IncludeReportMargins=False" "IncludeReportHeader=False""IncludeReportFooter=False" "IncludePageHeader=True""IncludePageFooter=True""}Syntax 2:"{XF}{Application}{CubeViewReport}{Abseentism_Rep}"We are on V8.2.2, does anyone have any tips? 

Dear all, Could you please advise is it possible to combine several cube views into single Excel file and download it from the application? If so, could you please advise how to do that.

Hi all,We have built a excel report which includes multiple xfget formulas. However, an #Value error shown in the cell after refresh (refresh sheet/refresh workbook both are not working). I have also checked that the dimensions have been entered correctly in the formula.May I know is there any solution to address this issue?Thank you.Best,Jacky

Requesting assistance with a formula needed in a cubeview row. Im looking to add a formula to my CF forecast column, so the formula in the row would be:   ((A#AccountsReceivable:T#2024M12:S#Actual:V#MTD - A#AccountsReceivable:T#2025M1:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2025M1:S#Actual:V#MTD - A#AccountsReceivable:T#2025M2:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2024M2:S#Actual:V#MTD - A#AccountsReceivable:T#2025M3:S#Forecast:V#MTD))

Is there a way to disable excel functions/buttons within the excel add-in? For example turning off "submit workbook" in the top ribbon or calculate/translate when right clicking on a cell in a quick view/CV? 

Is it possible to create a custom XF formula for users to access within the excel add-in? We want to create an member offset formula.

Hello, my team and I have encountered the following unexpected behavior: District Loan Detail Dashboard On the initial display of this screen when we click "Run Drill-down" button, the 2 parameters from the Cube View do not get passed into the Business Rule correctly. As shown below in the error message:   It passed in GRP_16 which was from the previous "Run Drill-down" process, instead of the selected row's value of GRP_26 (UD7: "26 - Principal", Flow: "EndBalLoad"). So on initial display, clicking on the first row, which is already selected, does nothing and passes the incorrect (previous) values from the cube view. I have to click on a different row and then back to the first row to get the correct parameter values passed to the Business Rule. If only one row is in the cube view I will never be able to return the correct results because it is passing the incorrect value.   This issue has been present ever since we upgraded to version 7.3.3 from version 6.4.0.   We

Hi all, I'm trying to figure out how to insert a field within my report's Group Footer that would perform a calculation on other Group Sum fields. In my Group Footer, I'm summing up Contract Amount and Contract Margin fields from the Detail band. I would like to calculate the Margin % based on these sums and have no idea how this is done.  Any advice would be greatly appreciated! Cosimo    

Hi! I am building a CubeView and currently exceeding the 4 maximum column overrides. To work around this, I am thinking the next best option is to build a business rule or UD8 calculation that combines multiple formulas but need help putting together the language (unfortunately, coding is not in my wheelhouse). Does anyone have a current business rule or UD8 calculation that I can utilize that subtracts one column from another for multiple criteria? For example, below is what I currently have in the Column Overrides. I think I would still need to put the UD8 calculation in an override because of conflicting GetDataCell formulas in my rows/columns but because there are various views (QTD & YTD) and scenarios (Actual & PYRates), ideally would need to combine some of the formulas together in the calculation as to not exceed the 4 maximum overrides. Hope that makes sense. All of the column references is a gross margin calculation. For example: QTD_CY = Current quarter gross margin

Does anyone know if a Cube View Extender Rule can be used to dynamcially change a Header Text selection on the Cube View (i.e. Name, Description, Name and Description)?  I am trying but it does not seem that this option can be changed but maybe someone has had better success.

Working with BI Designer and cannot get the Time order in place sequentially. The Cube View data source is pulling the correct time, data, alongside the POV for workflow. The WF filter builder is in order. However, cannot get the two months (Oct and Nov) in the appropriate place. Tried to sort and use Start/End Dates too in settings for WF Time Filter: T#WF, T#WFPrior1, T#WFPrior2, T#WFPrior3, T#WFPrior4, T#WFPrior5, T#WFPrior6, T#WFPrior7, T#WFPrior8, T#WFPrior9, T#WFPrior10, T#WFPrior11, T#WFPrior12, T#WFPrior13Has anyone experienced this before?   

hi, I am trying to insert a chart into a Word xfdoc from the Word Insert menu and completing some data points, which I can do.  However, when I try to run/process the document out of OneStream it gives me an error message: Entries cannot be opened multiple times in Update mode.  Is a native Word chart not allowed?  The data is not linked to OneStream (although that would be ideal).  Is there any Event handler to work around this?  I'm in 8.0, not sure if this is available in Narrative Reporting in 8.2+?thanks,Greg