Reporting

Hi all,We upgraded one of our OS instances to 9.0.0After a first look, it seems BI Viewer does not work anymore from Desktop app, but charts are showing from Modern Browser interface, any idea? Can't find a clue on Know Issues.On Desktop app, only the layout shows, no content:Same Dashboard from Modern Experience shows fine (I blurred data here)Any advice? 

Hi Everyone, Does anyone know whether it is possible to Lock V#Annotation for input? Any assistance will be appreciated Thank you!

Just checking to see if anyone else has been experiencing the following issue with Version 8.We are currently testing the upgrade from 7.x to version 8 and have run into a huge formatting issue with our books that are produced to Excel and sent out to management via postal service. The source cube views for a batch use the same column template. We have Excel column width formatting set up for each of the columns (but consistently on each column). When the cube views are run and exported to Excel, the column width is not being recognized in most of the columns. I have tried direct formatting, I have tried with a literal parameter and getting the same results no matter what.  I don't see where I can attach the workbook itself but am attaching a screen capture sample.  In this case text wrap is set to False and column widths are set to 100.  Note the results.  Oddly, in like the first book, some of the sheets ARE recognizing the column width. I'm just wondering if anyo

Hi all,What is the best way to export and import a dashboard into a new application?Do I need to select all its components every time, even if some already exist in the destination?I’ve noticed that if you select only the dashboard or the embedded version, the components don’t appear in the XML file.Thanks in advance!

Hi all,  is there any way (we might have overlooked) to not only extract headers to excel, but also footers? Thanks Markus

Hi,  I'm trying a landing page dashboard where I can put buttons that go to various locations, both inside OneStream and outside OneStream.  Some of these links will be to files in the box or SharePoint, and some will be to other Tableau dashboards.   I'm struggling to figure out how to create the Navigation Argument so i can select it with my button component.  Where do I go to build one?  Is there a blog post or article on this?

Hi. I'm looking at a way to find all cube views used in book definitions. I was thinking of exporting all xlBook files all at a time via Load/Extract but I cannot find how to do it. Is it possible? Or would there be another way of getting that information? Thanks!

I'm having trouble with a dashboard I'm building. I want to display either an IS or a BS on a single dashboard frame based on user's selection. I've created a list parameter with the options "Income Statement" and "Balance Sheet". However, no matter which option I select, the dashboard only displays the IS. I suspect I'm missing a step to properly link parameter selection to switch between the two reports. I don't have much experience with multi report dashboards up to now, I've only worked on single report dashboards. Could someone help point out what I am doing wrong or guide me on how to make the report dynamically switch based on the parameter. Thanks.

Hello ...  We are trying to output the formula for Accounts of type DynamicCalc in a cube using an U8 member named U8#AccountFormula. In this member we have defined the following: Return api.Account.Formula(api.Pov.Account.MemberId,API.Pov.Scenario.MemberID,Api.Pov.Time.MemberId) The code above only seems to work for all Accounts except type DynamicCalc Is there another function we should be leveraging? Thanks  

Hello, We are currently creating a series of dashboards at my team and have primarily used Chart (Advanced) components as these fit our needs the most closely. However, one limitation we have come across is that sometimes it's more fitting to have the Point Label Format in thousands and sometimes in millions. Is there a way to make the component decide which format to use automatically? I suspect that it might be possible considering you can do the following to handle negative values and hide zeros: {V:0,,M;(0,,M);''} I was thinking one might be able to do something similar for different magnitude values. Thanks in advance!

Hi, I'm trying to understand the best way to add annotations and comments in OneStream to explain variances. Last week at splash I was advised to use V#Annotation or V#VarianceExplanation.  But what I'm confused about is how do you actually get it connected to the calculated variance (red box), versus only being able to connect it so the actual reported number (yellow box).  Right now I'm using a get data formula in my quick view to calculate the variance (GetDataCell(S#Actual-S#AOP):Name(Variance)).What are other people doing when trying to provide commentary on variances?  Whats the best way to use this view?  

I am using a Cube View (IS) within a dashboard. The client does not want users to be prompted with parameters for selecting Entity, Time, or View. Instead, they expect these dimensions to be driven automatically by the Workflow Point of View While I’ve successfully applied WF  Time and View dimensions in the CV to align with the Workflow POV, I’m encountering an issue with the Entity dimension. It does not respond to the Workflow POV such sd WF, WFProfile, etc..  I either have to hardcode it, or use the Parmeter. Can I create a parameter that does not prompt a user make a selection?

I have some users who can't see the Map Transformation Report under the Application Reports.   I have check their POV (looks correct), can't find anything under Dashboard security.  Anyone have any suggestions as to why they can view some but not all the application reports?  The POV appears to be set properly and they can view the transformation rules other ways, so I don't think it's a security setting.  At a lost, has anyone encountered this?

I am trying to build a quick view where the Member Filter refers to a parameter but E#|!prm_Entity!| produces this error in Excel: #ERROR - The member filter contains unresolved parameters.    

Is it possible to create a dynamic calc UD8 dimension, that then filters down the members on the Account dimension at a base level? (and if so, how?) For example, within the Account dimension, I have Member A, Member B, Member C and Member D.Can I create UD8 dimensions of "Group 1" and "Group 2" where if Group 1 is selected, it filters down Account to only show Member A and Member B. And if I choose Group 2, it filters Account to only include Member C and Member D. I know this can be accomplished with an alternate hierarchy on the Account dimension but just checking to see if this can be done alternatively.  Thanks in advance!

Hi Team,I have scenario where the data is already loaded to system and now i just want to upload comments for that data. How we can achieve this to upload the comments only not entire data again with comments.Thank you..!!

Hello,Is it possible to add dynamic calcs (UD8 member) into an XF doc powerpoint? I am trying to create an XFCELL that uses a variance member in UD8. However, I keep getting 0 as the value.Also, is there a way for a user to see the settings/parameters once an XFdoc is downloaded from OS? I saw an example in GolfStream, but it's only the final document (or appears to be).Thank you!

HowdyI want to apply a Zero Suppression Threshold (of 1,000) in a Cube View for a specific column.However, the Account in my column is a Dynamic Calc. The suppression isn't working at all, can someone confirm if Zero Suppression Threshold is only available for Stored Data?If it is only available for Stored Data, is my best option to use a Member Formula instead of a Dynamic Calc? I've tried using Cube View Math as well but I get the same result as using a Dynamic Calc.Thanks in advance

Hi everyone!I am working with a Pivot Grid dashboard item in the BI Viewer. I am investigating about the possibility of formatting the Excel export of this component. Currently, the exported file does not retain the formatting applied within the BI Viewer, resulting in a very non-user-friendly layout, with fixed column widths. Are there any options available?Any insights will be highly appreciated! :) Thank you!Have a nice day,Andra

Hi,Is there a keyboard shortcut (like CTRL + R) to refresh the page in data explorer?We have reports which runs with parameter and we would like to know if there is any keyboard short cut to call parameter pop pup or refresh page?  

Hi all,  I am implementing Guided Reporting into our workflows. The entity parameter I have is a member list looking up E#Root.WFProfileEntities.  The cube view is a pretty standard balance sheet, with row and column sets. I have embedded it into the workflow, so that users can come in and use their reporting for the specific entities.  The issue I have is that whenever I open the balance sheet and set the rows and columns, the cube view always defaults to the Group Parent entity, even if the WF profile has different assigned entities. I change workflow, and it still shows the parent entity. It's only when I change the entity manually from the GR parameter button that it refreshes.  Any idea how to link the entity button to set the cube view upon first run? Maybe I'm missing something, or maybe there is a BR that I can build? Thanks!

hi team, I hope you are well. I'm creating a book with Word and PowerPoint files but the Powerpoint shows an error and the parameters are the same in both files: If I select the file on OnePlace is running opening PowerPoint application. here is the error: Value cannot be null. (Parameter 'buffer'). User Interface Stack Trace:at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc)at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout)at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(MethodInfo targetMethod, Object[] args)at generatedProxy_6.StartGetFile(SessionInfo, FileSystemLocation, String, Boolean, Boolean, Boolean, Dictionary`2)at OneStream.Client.Api.Wcf.FileExplorerServiceReference.FileExplorerServiceClient.StartGetFile(SessionInfo si, FileSystemLocation fileSystemLocation, String fileFullName, Boolean include

Hi Team, How does XFGetMemberProperty works in Excel AddIn? The fields in the formula I have are - MemberNameorScript PropertyName VaryByCubeTypeName VaryByScenarioTypeName VaryByTimeorTimeDimProfileName I want to pull the properties for Text 1 to Text 8 from OneStream Production for Entity, for different Time Periods like Default, 2023, 2024 and 2025. Now the properties I pulled at Default are giving correct result. But when trying to pull at year level like 2023, 2024 and 2025, I am not getting the correct data. It is only showing the data present at Default. But in OneStream Prod, I do have data in 2023, 2024 and 2025 for the Text Tags. In my formula, I was setting VaryByTimeorTimeDimProfileName = "2023". And so on for 2024 and 2025I am getting the same thing for XFGetMemberPropertyVolatile formula as well. In OneStream my year values are stored in 'Stored Property Value' Can someone please help me here ?

After having read a lot of this superb forum to discover OneStream, I'd like to ask you my first problem that I haven't managed to solve. I'd like to forecast sales for month M in relation to actual sales for month M-1 (if imported), or alternatively the M-1 budget, to which will be added management sales. If I perform this calculation in the view cube of the child entity, it replaces the actual M-1 with the budget when the actual M-1 does not exist (not imported).If I perform this calculation at parent entity level, entities with no M-1 actual are shown at €0 and not at the amount of their budget. I therefore end up with a sales figure that has been reduced by the number of companies that did not report sales in M-1. In my forecast calculation UD7, I was thinking of looping through each base member so that the condition calculation (if the actual is absent then takes the budget, otherwise takes the actual) so that the forecast sales figure displayed corresponds to the sum of the indiv

Hi everyone, I'm currently working on a Cube View and would love some help with setting up conditional formatting based on a comparison between two columns. Specifically, I’m trying to highlight in red any cell in the “Actuals” column (Actual CPK @ ACT 2024 rate, Jan 2024) where the value is greater than the corresponding value in the “Cost per kg” column. To give you a clearer picture, I’ve attached a screenshot showing the layout I’m working with. The "Cost per kg" values are budgeted figures, and I'm comparing them to actuals from 2024 to identify any overages. I’d like the Cube View to visually flag these instances, so they stand out during reviews. Of course, the numbers in both columns are exemplary. In the rows I have different Entities.  Has anyone done something similar or can guide me on the best way to achieve this? Thanks so much in advance for your support!