Reporting

Hello, I'm creating a cube view and I created a U8 that looks at Entity text 5. Using the following formula. Dim cfoHelper As New OneStream.BusinessRule.Finance.CFO_FormulaHelper.MainClass Return cfoHelper.GetMember("Entity","Text5", api, si) I've added it to the my CV but it only gives me the text 5 for the entity and not the IC, in which I need it to be. Since IC and Entity go together, is there a way to have it read the IC value for text  5 which is my Level 2 filter? Entity is the level 1 filter and I need to pull all base level entities and the IC entity it has done business with a particular account. So the final column shouldn't all say "CTB" since that's the text associated with the USA entity. I need to it read what text 5 says for the IC member in the level 2 filter. Thanks, Will

Is it possible to create a report that shows all of the Business Rules within an application and where in that application each business rule is being used? 

I tried using this function to pull the account description but keep getting an error.  I'm sure because I am using the wrong fields.  I looked for samples but can't find any.  XFGetMemberInfoThis function retrieves the description in the system.  Each Parameter needs to be defined.XFGetMemberInfo(MemberInfoType, DimTypeName, MemberName, NameorDesc, NameandDesc)

How to enabling tree expansions (+) in columns? This functionality works on rows when using the member filter (.tree), but it does not work on columns.   Any solution? Please.

Hi All, We have variance calculated column working fine for account members for all account types except for Dynamic account type members when we use the below formula. Do we need to do something different for Dynamic calc members to calculate variance correctly? Return api.Data.GetDataCell("BWDiff(U8#None, U8#None:T#PovPrior1)") Thank you

Dear community,   Is there a way to name (:Name("test")) a column when the columns in a CubeView is set by a parameter (Application dashboard) which is referencing to a business rule?   I want the last member to be renamed from description "2024 Q2" to a name I choose "2024Q2 YTD"   Public Function GetFCTCVColumnSet(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As String Try Dim CurrentScen As String = args.NameValuePairs.XFGetValue("SelectedScenario").ToString.Replace("'","") Dim CheckFct As String = CurrentScen.Substring(0,8) Dim CheckFctSubstring As String = CurrentScen.Substring(0,12) Dim TimePeriods As String = ""   Dim CurrentScenYear As String = CurrentScen.Substring(CurrentScen.Length - 4) Dim CurrentScenNextYear = CurrentScenYear + 1 Dim CurrentScenNextNextYear = CurrentScenNextYear + 1   TimePeriods = "T#" & CurrentScenYear & "Q2:V#Periodic:U3#Top:U4#Top:U5#Top,T#"

Hi Team,   I am building a cube view with account in rows. In columns i need entity and UD2 dimension members but the columns  names should change as entity members and UD2 members based on choosing the parameters. I have tried  Primary dimension type as entity  and nested member expansion primary dimension type as UD2 but i am unable to achieve my requirement, can anyone please suggest .   Let me know if any questions.   Thanks in Advance.

Using this function: 'Get Workflow YearDim myWorkflowUnitPk As WorkflowUnitPk = BRApi.Workflow.General.GetWorkflowUnitPk(si)Dim wfYear As Integer = BRApi.Finance.Time.GetYearFromId(si, myWorkflowUnitPk.TimeKey)Dim dt As New DataTabledt.Columns.Add("Display")dt.Columns.Add("Value")dt.Rows.Add("Jan", "1/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Feb", "2/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Mar", "3/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Apr", "4/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("May", "5/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Jun", "6/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Jul", "7/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Aug", "8/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Sep", "9/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Oct", "10/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Nov", "11/1/" & wfYear & " 12:00:00 AM")dt.Rows.Add("Dec", "12/1/" & wfYear & " 12:00:00

Does anyone know if its possible to reset parameter selections, like the button does below, via a business rule?  

Hi Team, I have a cubeview in which i am passing Entity parameter in Rows based upon Workflow selection, and it brings me all entities which as value in Text4 property, but i need to have one base member value to be picked up in column. ex: if i select Top entity in rows, then my cubeview will bring all entities which as Text4 property and that same time i want to bring values for only one base member in one of the column (which as different POV), for respective Text4 entity members. can anyone help on this kind of requirement please.   Thanks Satish P

Hi We have setup Auto Translation Currencies on a USD Entity (AUD, JPY, GBP) Using XF Functions how can I display the Currency label i.e. AUD? XFGetCell returns the the data in AUD how can I display AUD in a cell as XFGetMemberInfo only shows me the currency attribute of the Entity (USD) Thanks Guy

Hi, i have request to pass the Entity filter in rows in cubeview but it should bring members which as text property. for ex: i am using text4 property for few entities and i want to bring only those entities in the cubeview. is there any way please. Please suggest if anyone as came across this requirement. Thanks in Advance

Hi Onestreamer's,                            i am building a report on cube view where i have 2 columns. In the first column there will be all month of the budget year. Now, i have to do custom calculation on second column(YTD). I have created parameter in runtime where the user gives input like 1,2,3,4....... upto 12. if the user gives 3 then the rule should take and sum the first three months value in the first column and it should store the total in the second column.                       if you know the solution for this requirement, then please share the solution here.Here is the image which is marked by red boxes is my requirement and that yellow box is the manual input data. Marked by red boxes Thank you.

I am trying to figure out conditional formatting in a cube view to show base level members as different color. For example, in a cube view- I have a row A#NETINC_INT.Tree,   I would like to display Net Income base members and their data in different color.

Does guided reporting support when the fiscal year differs from the calendar year? I know it did not previously and am wondering if it has been changed.

There is a report that we use in Application reports "Import Detail (Account Mapping)" this report has a dropdown to select the time period. Previously the weeks and months were available for selection e.g. 2024M10  However now only weeks are available for selection and the months are no longer visible, any ideas on where this change could have been effected?  

Hi all,We built Cube Views with suppressed members to improve Cube View performance, as there would be too many rows visible in the Cube View without suppression. We use the "Allow Insert Suppressed Member" to insert suppressed members. In our case, intercompany data should be able to be added here. Our row suppression settings are as sown below: When an entity does not contain any data yet (a newly acquired entity), it is impossible to add a suppressed member, as all rows are suppressed.Is there a way to tackle this, so we are able to still suppress rows, but with the possibility to add suppressed rows, even when there is no data yet?Kind regards,Joris Klein Hulsecpmview

I would like to know if it is possible to search for contains when selecting data in a combo box. Right now when we search in the combo box for a certain piece of information it is filtered by starts with but we want to know if it is possible to perform this search by contains in a combo box.    

Hello, I'm writing a cube view and our old report (not in OS) has a max value calculation in the columns that looks at the current years values for each entity. I tried writing a GetDataCell(Max(A#Account)) but it's giving me no values. I looked through Golf Stream but didn't find anything but a member ranking which doesn't help. I've also looked at the other Min/Max posts, but they're not exactly what I need. Thanks, Will

We have a dashboard attached to the high level workflow that displays the status of specific steps within workflows. These dashboards utilize Report components adapted from the standard ones. While I understand how to make cosmetic changes to these reports, I need advice on changing the type of data displayed. In particular I would like to display the name of the user who certified the workflow step. Thank you in advance.  

I have a parameter for time that acts as the default for all reports. I'm trying to store in it the year. I want the parameter to take the GlobalYear so that I don't have to change the value manually every year.  Basically, I'm attempting this:  But it's not working

When I run a OneStream book, the time zone in the footer is in UTC, which is 5 hours different from my time zone CST.   However, if I run the individual cube views that are included in that book, the time zone is converted from UTC to CST.  How do I get my books to properly reflect the CST time zone in the footer of each page?  Book in UTC time Ran cube view from book afterward and it is in correct CST time Thanks!  

Hi Team, We have client requirement that, Member needs to be moved from one parent to other parent. In this process, it should not impact rollup data for old parent for historical months. If any handle this in the past, please share your thoughts on this or any inputs would be appreciated. Thank you.  

Hi there - Im looking to add a formula to my columns located in the cube view. I need it to pull global time + remaining target months. This involves two scenarios, so S#Actual and S#Target_FY24.    So If my POV global time is July, I need the formula to take (7 months of actuals using S#Actual) + (5 remaining months of target using S#target_FY24). I also need it to be dynamic so I dont have to touch each month, so when the POV gets switched to August, it would be (8 months of actuals + 4 months of target)

In Application tab > Dimensions > Entity Dimensions > Member Properties, I have something configured in Text 4 and Text 5  field in Vary By Scenario Type And Time section. The goal is to display these 2 field values in a dashboard.   Questions are 1. How can I retrieve the data in SQL in data adapter? I input test data in Text 4 and find the value in both RelationshipProperty and MemberProperty tables. Which table and column should I use? What filters are needed to get the expected value? 2. Any data dictionary for OneStream application database? For this type of requirement, use SQL and data adapter to get the value for specific fields in the front end, how can I find the respective table / column / filter. Much Appreciated!