Reporting

Hi everyone,In a dashboard that I'm developing I have multiple dashboards embedded into one another.Within one of the embedded dashboards I have a button that is associated to a dashbaord extender rule. When the button is clicked, I need the rule to retrieve the name of the dashboard that is currently the container of the embedded dashboard where the button is placed (see scheme below)Primary dashboard               Embedded 1                              Embedded 2                                             Embedded 3                                                  -> buttonI see there are two  rules (args.PrimaryDashboard and

Does anyone know how to change the time zone used in OneStream Dashboards from UTC to a different time zone (e.g., Eastern Time)?We’re implementing for a client based in Eastern Time, and we’d like dashboard times to reflect that for end users. Any guidance or recommended approaches would be appreciated. Thanks!

Hellou! Can we configure a single Quick View to show different languages (Spanish, English, and Portuguese) in Excel? I'm looking for a way to switch the aliases or member descriptions dynamically. Thanks in advance

I have a client who is trying to save an offline version of some of their excel reports in order to share them with their auditors.First they open the spreadsheet, refresh the workbook, then select the "Save Offline Copy" feature from the OneStream ribbon bar.Second, they close the original spreadsheet, then attempt to open the "offline" version.  What appears is a series of #VALUE! where there should have been offline data.Has anyone else out there encountered this?  Is it a known bug?  Is there any type of work-around?  The client does not want to use excel's copy-paste value feature because there are excel (non-OneStream) formulas such as "SUM" that they want to preserve.Any ideas, suggestions, or information would be much appreciated.Thank you,

Bi-viewer appears to be limited on font size and type in version 8.5. So, what I've done is created anpng file through paint and chose the Load option in my Title in my bi-viewer to work around the original legend that is too small. What this allows me to do is have the font whatever size I want and I can make my legend line up with my bar chart. Looks beautiful on the client, but as always, the browser requires something "special". Is there anyway that I can use this thought pattern to make it appear on the browser. The Load function only looks at my cdrive which will not work on the browser. I tried uploading it to Data Explorer to get it on Onestream and then using that url in my image, then attaching my image to the same dashboard where my bi-viewer runs but it doesn't embed it into my chart so browser doesn't like that either. Regardkess if what I try, I just get the picture icon where my Title should be. Any ideas? ....even if it's something I've not mentioned here? Thanks ahead

Hi, I am trying to reference a file location using an xfbr string in a image component.When the image component is configured like this:File Source Type - Workspace FileUrl or Full File Name - <FileName.png>This works to reference the other workspace.However when I use an XFBR String Service to return the exact same <FileName.png> it does nothing.I have also tried <Workspace.FileName.png> & <Workspace.MaintenanceUnit.FileName.png> without luck. The idea is to conditionally return different image files. 

Hello OneStream experts: Thank all of you for the dedicate helps. I build onestream quick view using excel. It seems all the functions in my quick view is working except the consolidate button is always greyed out not matter how I change my POV. I would like to use my quick view to consolidate data to the parent entities. But I can only do calculate and Translate, not Consolidate with quick view in Excel.  I would really appreciate that someone may tell me how to do consolidate with my excel quick view. Thank you in advance.

We havre an issue running Onestream Addin with BPC and Hyperion addin at the same time.any solution on this issue?Thank you 

I have built a OS data adapter off of a cube view that has a parameter that prompts for entity.  I subsequently built PowerBI query to pull data via this data adapter.  I can get the PowerBI query to pull data if I hardcode the Entity parameter value in the Custom Subst Vars in PowerBI.  What I would like to do is replace hardcoding the Entity value with list prompt for the user.  That will let the user decide which entity they want to pull when they refresh the query.  Any ideas on how to create this functionality? #PowerBI  

Hi, this might be an easy one, but I haven't worked with Report components before. I have a Report component which is used in a dashboard. All working fine except that I would like the rows to be ordered based on the values on one of the columns. In the example below, I would like to order the rows based on the Lease Start Date. I have tried updating the data adapter that is assigned to the report, but the ordering of rows in the data adapter seems to be ignored by the Report, so that must be something in the Report overriding the rows order.Any suggestion is appreciated.

Hi all, I've been playing with this feature for a bit and it would appear that if you've made a cube view connection to a CV that contains parameters based on "Member Dialog", those parameters don't seem to work as expected. The resulting worksheet does create a space for those parameters but in the cell where you would select your member, there is no dropdown available to open and choose.  The cell is completely blank.  Upon refresh, I am prompted for those member dialog parameters but even the result I choose is not returned to display on the sheet.  Doesn't seem to be any issues if the parameter is based on a Member Filter. Am I doing something wrong or is the use of Member Dialog parameters in Excel add-in simply not possible?  There is nothing in the existing documentation that I can find that discusses this. Attaching a screen capture of the Excel results:  

Wondering if anyone else is seeing duplicated dimension IDs in some of the built-in Application Reports (the example below is based on the "Member Property Changes Audit Report")We're on V9.1 but have seen the same issue in 7 and 8 as well.The results do vary depending on which of the duplicated dimensions you select. If you've also seen this, has OneStream provided any explanation as to why this exists?  

I am trying to get top N (top 10) customers by revenue account in my cubeview. For this i re-purposed the snippet finance code for List Ranked to this: Namespace OneStream.BusinessRule.Finance.Ranked_list Public Class MainClass     Public Function Main(        ByVal si As SessionInfo,        ByVal globals As BRGlobals,        ByVal api As FinanceRulesApi,        ByVal args As FinanceRulesArgs    ) As Object         Try            Select Case api.FunctionType                 Case FinanceFunctionType.MemberListHeaders                    Return New List(Of MemberListHeader) From {                        New MemberListHeader("Ranked")                 

I am testing out drill functionalities in Genesis and found this "Open in New Tab" being grey out.  I checked the cv in the page and am unable to find any config in this cv that relates to this.  How do I make this option active for use?  it will be really useful to see the drill results in another tab so that it can be view side by side with the original dashboard.  

Hi Everyone! I am adding a CV to an extensible document via an image, but OS cuts the CV and does not show it entirely no matter how small I make it. Anyone knows how to solve this?Thank!! 

Currently I get the following error when trying to make a data source from an Excel sheet:   As I have tried to narrow the information down due to endless error messages the file looks like this   My question is: Where do I find a description of how to set up a data adapter in Genesis to an Excel sheet.    

I'm trying to create a drill down in a BI Viewer dashboard using only a data set return.  I can add a column (in this case "category") to both the Dimensions and Measures area.  I then enable the drill down under Data > Drill Down, however, once the drill down is active, the Category column is hidden on the output and won't show until you drill into a row.  I want to ability to drill into a row, but a user needs to see the Category column first before drilling. Is there a way for me to drill into a dataset without using "hidden" dimensions and measures for a column?  Also - what is the difference between "Dimension" and "Measure"?  Thanks!   

Below is the screenshot from the genesis guide.  I cannot find this link in Genesis collection in solution exchange.Does this means I need to download/upload each type of content block ONE BY ONE? 

This one is for all you Encyclopedia Brown fans out there.  Like many companies, we have a cash flow cube view.  We've recently added two balance sheet accounts to one of the lines in it, but the values in those accounts do not show up.  Here is the code for the member formula for the Debt Payments cash flow line: If (Not api.Entity.HasChildren()) Then api.data.calculate("A#CF_DebtPymts:F#CF_ACTIVITY:I#None:O#Import = A#DebtCur:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Debt_LT:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Cur_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#LT_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top") End If The last two accounts, Cur_equip_fin_liabs and LT_equip_fin_liabs are not pulling into the value for Debt Payments even though I've proven via a QuickView that the

Hi,  I am trying to create a genesis dashboard that will have a main cv (1105) which shows overview and then when user click on the cell, it will filter another cv (1106) (probably cv basic since it will have navlinks on most dimensions).In client dashboard, it requires the config of setting of user actions in 1105 cv component but I could not find this setting in content block CV Advanced.  I can find it in CV adv embedded.  I assume this is the correct content block to use.I managed to get this function to work when 1105 and 1106 are on different pages.   This means the cv are both setup correctly with navigation links dynamically set up correct. But they cannot be in different pages in Genesis because that means user need to click on cell in 1105 in page 1 and then go to page 2 to see filter results in 1106.  That is too much work for user. ,Thus, I created a dashboard advanced layout and try to insert cv advanced embedded of 1105 in row 1 and then cv b

Hi What to do when I get this error messages in Genesis:   Unable to open dashboard 'OpenPlace_(Designer)'. Error processing DataSet 'GetWFSteps'. Error executing Workspace Assembly Service class 'Workspace.Gen.CubeViewCharts_x2x.MUAssemblyFactory'.Value cannot be null. (Parameter 'reader'). How to reset? The problem happens when working with Block: Cube View Charts. It will not read my cube view and give the following comment: Value cannot be null. An error messages that is difficult to work with, as it does not say where the problem is. But this second, as I cannot get into the genesis instance.

Below is a screenshot of how the genesis dashboard look like when it is used inside the client.The report on the left is the source cv and report on the right is the drill down details when a cell is clicked on the left.  You can see that there is no taskbar for excel download etc in the left report, even though I have set cv default header to be visible.Both the left and right reports, I am using cv advanced embedded, but the left one is the one with user action "refresh" with click.I used the source cv of the left report as content cv with comments in another page and there is taskbar for excel download.  The only difference between the two of them is content block type and user action.I checked the user guide for cv with advanced embedded, there is nothing written that when user action is selected, the taskbar for excel download etc will be gone within client.How do I get the taskbar for excel etc to appear when using genesis within the client?

  Hi Is it possible to change the blue, green and red color? Is it possible to add a value     

I have a requirement to allow users to enter an Annual Plan and spread it across Plan Periods using the spread method they select. Spread Methods are Equal Spread, 4-4-5 Weekly Spread and Manual. When they select "Manual" the cube view should dynamically pick O#Forms as Origin member for Data Entry.I have the Account and Product in rows with member expansion (.Base). Is there a way to retrieve the Base Account and Product from Cube view dynamically and reference in an XFBR?My plan is to get the Spread method chosen for the Base Account and Product combination and Return the Origin as O# Forms for that row?Please share any other ideas if you may have implemented for the same requirement? 

Hello everyone, I am currently working on OneStream v9.2 and trying to set up Ad Hoc reporting in the Web version (OnePlace).Context:I created a Dashboard with a Spreadsheet component exposed in Web (under OnePlace Dashboard).The connection to existing, preconfigured Cube Views is working correctly.Issue:In the Browser version, I do not have access to Quick View / dynamic POV features like in the Spreadsheet WinApp (Excel Add-in).I cannot find the option to perform free-form Ad Hoc analysis (changing axes, selecting members dynamically, etc.).Question:Is this a standard limitation of the Web version (OnePlace) in v9.2?Is there a specific configuration that enables a Quick View–like behavior in Web?Thank you in advance for your feedback and experience.