Reporting

Looking to shorten a report so it fits on one page. The Auto fit to Page Width is set to True.Using General Settings, Report, is this achieved by adjusting the bottom margin? How else might this be achieved if the above is not the option.   

Dear all, Is there a way to show for instance journal data and also identify which are the names of the journals involved in a given intersection? For instance if there are 3 journals going to the same intersection, recover in a CV 3 lines, describing the detail for each journal name? Thank you in advance.Best regards,Carlos

Hi all, looking at the Train Me download available in the OpenPlace exchange for our org. Am I following correctly that this is ONLY for video uploads? Some of our users do not like videos and prefer a quick reference guide instead. I'd like to layer both options in ....curious if anyone has rolled this out and your thoughts. Also open to any other suggestions for documentation on training and MEC task how-to's.  We have a Teams site but it's clunky at best and would like a one-stop place for all the info. Welcome any insight, thank you!

Are report components (report designer) drillable when using vStageSourceandTargetDataWithAttributes? I want to be able to click on a value in a report component and it provide detail specific to that value. I know this can be done with cube views and other things where bound parameters are passed. Can I do the same for report components? If so, how? I can easily get the detail but I want it to be specific to a value in the report.

Hello, we encounter the following behaviour with the OneStream Desktop Client and the Excel Add-In: The Server Adress URL is stored in c:\users\[username]\AppData\Roaming\OneStream\Common\Settings\webserverurl.txt As soon as I click connect, the URL stored in the webserverurl.txt file gets deleted with the next start of the desktop application or the Excel Add-In, the Server Address field is empty and I have to get the Connection URL by clicking the three dots next to the Server Adress field (which is quite annoying). Does anyone of you encounter the same issue? Regards Martin Gebhartl

Hi all. I am building a report that requires more overrides than the standard cube view template allows for. 10 rows of this report require overrides to the scenario dimension for one column. These rows have either multiple dimension intersections (e.g. A#Net_Income:U7#Modeling:U8#Top) or exist as GetDataCell calculations. Each of these rows needs the scenario dimension overrode. Using column overrides is not an option as these rows already use the 4 column override options for variance columns. I have tried pasting multiple rows in one override property, but if the override controls more than one row it erases the dimension intersections specified on the row (e.g. turns the above dimension intersection into the standard report POV members instead of the specified members). How can I apply the overrides for these rows? If cube views allowed for more than 4 column overrides this would be as simple as adding more fields, but I am out of fields to input. Thanks in advance.

Hello, I currently have a cube view that I am working on where the member filter uses UD1 (U1#|CVUd1|.Children) on the rows with a nested member expansion for Accounts (A#Headcount, A#Labor, A#Benefits,...) and the columns pull from two separate Scenarios (Actual & Budget). For the Actual columns A#Headcount works, but I would need to pull A#BDG_Headcount in the Budget columns. I know that you can do row overrides for most cases but considering that this is all in one row technically you can't just override it to switch to A#BDG_Headcount. Maybe? I was thinking that there may be an If statement that I could put in the member filter but am unsure how to go about it. The basic logic would be: IF S#Actual Then A#Headcount Else A#BDG_Headcount I think I explained that well enough, and I am hoping there is an easy example to point to. I appreciate anyone's input! Thank you, Jeremy Morgan

Hi all, Does anyone out there know if it's possible to 'nest' Cube View Groups or Cube View Profiles?i.e. can I somehow create this type of a view?  We have SO many profiles and Cube View Groups and it's just getting more and more difficult for users to find what they need in OnePlace.  Was thinking it would be so great to be able to create a Profile and add Profiles to that Profile (same with Cube View Groups) but I don't seem to be able to do that at least on the frontend.  If not possible, does anyone agree that this should be something for IdeaStream?  I feel like we can't be the only client looking for ways to better organize our Cube View structures in OnePlace for our users Region Monthly Reports   Canada       PNL     Bal Sheet     CF   US       PNL     Bal Sheet     CF

Is there an audit on FX rates, to see who updated the FX rates?

Hi,I have created a dashboard with a Reset Scenario button.The code behind the button updates the workflow time, wf start time and wf end time of the workflow scenario (there is actually a dialog dashboard in between, i.e. when I press Reset a dialog box opens asking what the new WF Time should be, and user can press OK to reset the scenario or Close the dialog. WF Start and End times are determined based on the WF Time).The issue I have is that the workflow POV does not change, unless we click on a different workflow step, which can be confusing. So if I change the WF Time of the scenario member, using the Reset button from 2024 to 2025, the workflow time POV (the one shown in the OpenPlace tab) does not change, but as soon as I click on the following step (eg. Seeding) the workflow time POV changes to 2025.How do I make so that the Reset button forces the workflow POV to refresh? Do you think is something that I can achieve at dashboard level (through refresh or redraws) or business

Hi, I have a Book that is not creating any data in Excel, it is supposed to loop through all entities. I know that there is data in the system that should populate the Book because I can retrieve single entities as CubeViews into Excel direct with their correct data. I have created other Book loop definitions this morning for other CubeViews and they have generated correctly, I even tried copying and renaming the variable elements from the ones I have created ( that do work ) but it will not export to Excel anything other than a blank tab for this particular CubeView. What else could be causing it to fail ?  Our "Loop" settings for ALL books is identical. The "If Statement" tab only varies by the account name ( copied and pasted so not incorrectly entered ). The "Change Parameters" tab is identical for ALL books. Finally the "Excel Export Item" tab has the cubeview name as "Name" and is connected in the CubeViewName field, output name is identical in ALL books. I have more complex

Dear community, I'm currently stuck with a cube view. My cube view have Projects (UD1) is first element of the row, then Cost Center (UD4) is second element of the row. The requirement is to show "Tot_CC" (UD4 dimension) when we are NOT in base level of project, but show base members of cost centers when we are in base member of project. I am using a CustomMemberList which should look at |MFUD1|, however the business rule is not parsing it, as the ErrorLog show me that the formula is looking for |MFUD1| and not the element which was specified in the first level of the row (see below). IS there another way to define conditional list of elements based on the first level ? Regards,

Hi there - Im creating a Supply chain report and the first page (cubeview) is a very generic page but I wanted to add an image of some sorts. Any idea how to add an image in cubeviews? 

Spoiler (Highlight to read)  Hi everyone,I am trying to replicate an example that i have created in OneStream 8.2, where I have a combo box inside a cubeview:But when I do the same in OneStream 8.4, the combo box doesnt work:I replicated the same parameterization in both version but I dont understand why in 8.4 doesnt work.Does anybody knows if there is a bug? Thank you   

Hello!I have one of the users receiving the error "OneStream Excel AddIn Setup Wizard ended prematurely" while trying to install OneStream Excel Add-in. The user is an administrator on the laptop.Tried a few things like closing all Microsoft office applications, deleting the APPDATA folders, restarting the computer....nothing help!Anyone faced this issue or seen this error before? If so, what steps were taken to resolve it?Thanks,Hari

Hi,I need help implementing conditional visibility for a button in my dashboard. In the attached image, there's a Store button that I'd like to make visible only when the "Single Store" option is selected in the Store Hierarchy combo box. When any other option (e.g., "All Stores," "Takeovers2024FY," etc.) is selected, the button should either disappear or have a different style to appear disabled.Can anyone guide me on how to achieve this behavior?Thanks in advance! 

Hi OneStream Community,During a UAT phase, one of our client’s users encountered an unusual error. When this user attempts to export either a CubeView or Dashboard using the "Export to Excel" button, a text file is generated instead of the expected Excel (.xlsx) file (see attached image). This text file is unusable.Interestingly, this issue only affects this particular user, while all other users are able to export successfully to .xlsx without any problems.As a temporary workaround, we’ve had the user export through the "Report" functionality, which provides the correct .xlsx output. However, this is not a sustainable long-term solution.Has anyone experienced a similar issue or know the root cause and how to resolve it?Thank you in advance for your support! 

Hi, Is it possible to create member filter in QV using Text1 that varies by Year and Scenario. Is it dynamic enough to read T# and S# of POV and use them to get Text1?  For example, I have few members with "AAA" in 2024 and "BBB" in 2025.  In other members, "BBB" is in2024, and "AAA" in 2025. I want to pull all UD2 members that have "BBB" in 2025. If this doesn't work, other way is BR "CustomMemberList" I guess. Anyone has sample code that can create list by reading Text1 in 2025? Thank you in advance, Mikki

Hi, All I have a column in a cube view for which I need to get the time description prefaced by "YTD". This was no problem for the current period as I could use a variable "wfTimeDesc" as follows: T#WF:Name(YTD |wfTimeDesc|) However, when trying it for a prior period, I couldn't find a variable to use that gave me a description.  This is close, as it returns "YTD M9 2023" but what I really need is "YTD Sep 2023": T#PeriodPrior12(|WFTime|):Name(YTD |WFSubPeriod| |WFYearPrior|) I know I could add a header row and put it underneath, but this was the request, if I can do it. Thanks in advance!    

We see some ghosted elimination amount stuck at parent level and they keep getting carried forward to the rest of periods. The elim amounts are greyed out, but still get aggregated up along the entity rollup. Is there a way to stop the ghosted elim amount?  We copied the actual data from Actual scenario to Fcst Scenario.  Actual scenario is fine, but Fcst scenario has this ghosted elim amount issue.  Is there any setting which triggered this?

Hi, I am creating a report for our auditors that takes the IC accounts and their elimination "Plug" account throughout the Origin dimension. I don't want to create a bunch of separate reports for AP/AR, Sales/COGS, IC Expense, etc. My thought is to define these in a Parameter and then build a book. Can anyone point me to a good starting point on how to define these 4 different drop down options? For example, the AP/AR one would include A#19999, A#29999, and A#IC_DIFF, and the report user would select AP_AR_DIFF or something like that. Any insight is appreciated - the forum has been very helpful! Thank you!

hi Team, good day; it is possible to block the file upload in the Data Attachemnt cell? theusers need to type an explanation, not just upload a file. Please let me know if it is possible. thanks in advance. Regards Mario G

Just wondering if anyone out there has figured out a way to report the attributes/properties of a Workflow profile.  What I'm actually trying to do as part of a security overhaul is determine WHERE a particular security group is actually being used.I am using the XFGetMemberProperty() function to pull security for all of my dimension members but I need a solution to pull the security groups used in each of our FPA workflows.There is no built in security dashboard report to provide this and the best advice I've received so far is to download the application and search for the security groups there.  That's one way, but we literally have dozens of security groups set up so it'll be a long and manual effort.Would love to hear from anyone who's found a better way to do this.  Thanks

Is there a way to retrieve the Text field value in QuickView along with the $ values on the trended time report. The Country values are available in Text1 of the Entity Dimensions also have created a UD8 member formula to retrieve the values. But unable to retrieve both Country and $ values in one single Quick view.   Below is the format of the QuickView report. Where Country details can be retrieved from the U8#ENT_COUNTRY:V#Annotation:Name(Country). Any Idea?

Hi All, I was hoping to brainstorm a solution to a problem. Our auditors have requested a mapping of base-level data to the aggregated, financial statement line item data that appears in our financial statements. This is fairly easily done for the Balance Sheet, which only depends on the Account and Entity members to generate, but for the income statement we simply have too many data intersections (Account, Entity, Cost Center, Line of Business - generates about 15,000 rows of data) for a cube view to be able to process the request, even with suppression enabled. Currently, to work around the problem I've set up a book that loops through each entity (approx. 200) and exports an excel with each entity's income statement as a separate tab. I then have an excel macro that copies each tab into a single aggregated file that we can then send to the auditors. However, I was wondering if anyone has figured out a way to have OneStream do the work of aggregating all the tabs together so we don't