Reporting

Hi, I am using word doc in my Book for title page and I wanted to show full month and year (September 2024) I am using '|WFTimeDesc|' In the word doc which is returning abbreviated month with year (Sep 2024), can someone help me on that. Thanks

Has anyone had any issues Windows 11 and QuickViews? We have one individual only that cannot seem to run QVs, or if he can, it takes several minutes to do so. Any ideas what it could be that is causing this? We are on an old version of OS. We changed some preferences in the QV and that helped. We have had IT look at his setup and they found nothing out of the ordinary. We are at a total loss as to why one individual is having problems out of 50 + users. Any ideas will help. Thanks

Hi Community,             I have a Cube View which has multiple source rows and a total row at the very end which is using GetDataCell(CVR()) to obtain the Total.Is there any way in which I can hide the source rows and just display only the Total row. Thanks,

I am writing the Business rule in Revenue % account dimension,  Revenue % = X / PY Y. My PY can be based on POV. For example, if user can select current year as FY2024 then PY is FY2023 or If user choose MAY 2024, then PY is MAY 2023 or if user choose Q2 2024 then the PY is Q2 2023.  I am using this code and I am able to achieve if it is year, but I need more of dynamic based on user selected PoV. how to automate this code based on PoV. any suggestions would be really appreciated. Return api.Data.GetDataCell("-A#X / (A#Y:T#GlobalPrior1")

I'm working on a custom Table View that returns People Planning Plan Data for our users.  The new requirement is to also bring in the Currency of the data. This means I need to bring in the Currency that is assigned to a given Entity (i.e., Currency assigned in Entity Member Properties in the Settings section).  I've looked through the Member, MemberDescription, and MemberProperty Application Database Tables but cannot seem to find where the Currency name is stored.   If anyone can point me to where I can find an Entity's Currency stored in the Application Database Tables, that would be fantastic. 

Hi, I am getting error when retrieving parent member name of a UD dimension using XFGetRelationshipProperty. I have used below syntax. Could someone please help me. XFGetRelationshipProperty(“UD4”,B15,“ParentMemberName”,"","","")  It returns #ERROR: PropertyName      

I am using OneStream dashboards and have set up a pivot grid. On desktop, I have configured a default layout for the pivot grid, which works as expected. However, when I access the same dashboard through the browser UX, the default layout does not apply. I have tried clearing the browser cache, but the issue persists. Has anyone encountered this issue before, or can provide insights into why the default layout is not being applied in the browser UX?  Additionally, on Desktop, the pivot gris appears in classic format. On UX, it comes as a hierarchy. Can we default to use classic format on browser UX?   On Desktop: On Browser UX:

Does anyone know the BR to change the date format of the Cube view Report footer from ("MM/dd/yyyy h:mm:ss tt") to ("dd/MM/yyyy h:mm:ss tt") via Business Rule Cube view extender? Is there also a rule to show the Username on the Report footer? Would be ideal to show it in the center of the report footer.   Thanks  

Hi All, Can somebody maybe help me on this one? I want to add some subtotals in my report but  the problem is that i need to add two members to the CVR formula. So as shown in the formula below not only deferred taxation (account) but also the UD3 (<1 Year) to get the complete data field to sum. How can this be achieved?      

Hello, We have a cube view with a couple hundred rows, when in the designer view it is hard to find the row we want to edit since it reads the row number vs member info. I know it's possible to update the name but that would be tedious to do one by one. Is there a setting or rule that would override the row name to equal the member number/name/description? For example "Row192" would read "LE30102" or the actual description.  Thank you in advance! Rana

Dear Community, Is there any possibility to get column names using Cube View Extender rule or XFBR? Thanks in advance. 

Hi,We have daily information loaded into OS database and we want to generate different reports and send them via mail. We thought about using parcel service, so we want to include the reports in a book. What are the options for generating reports from the database? Can this only be done using grid views? Is there any option for displaying a dashboard report in a book? Regards,

Hi there, we are trying to figure out a way of collecting capex project information in OS inside a user friendly form (not capital planning register). Wonder if anyone else is doing it and how you are accomplishing this? Trying to figure out how to allow users to enter project number and name without creating metadata for each project in one of the dimensions ahead of time or if there is an easy way to accomplish this. The information we need to collect is really minimal, number, name, description, amount per year and a classification in one of three buckets.

I have a dashboard report with text boxes that grow with the text.  Is there a way to prevent the box from breaking on a page break?  I know how to do this in Word, but cannot find a setting for it here.  See screenshot for example.  Apologies, I had to blur the actual text.  

I can use T#YearPrior1(|WFTime|) in my cube views and it yields the correct date. However, when I use this variable in my ConfirmationRuleArgs, I get an error noting: "Invalid calculation script. Unexpected text. |WFTime|)." Is there a way to have the confirmation rule pull December PY based on the workflow time the user is in?  Thanks for the help!

I have attached the Parameter (Delimited) in the Cubeview. In parameter I have added a drop down what that drop will do it will add 2 flow dimensions members data which is huge. for 2 column data adding it will works fine but when I run it for whole entity.base or account.base, after few minutes OneStream forcibly stop process. how can I solve this problem ?

Hello, I was wondering if there's a way to use one of the OneStream Excel functions (i.e. =xfgetmemberinfo) to grab data from a Cube View Connection? I know I could pull this data from the headers, but my work doesn't like using them really and was wondering if there was another way. Thanks, Will

Hi, Does anyone know a report that shows all workflow profiles and who processed them? I know that for forms we can use adapter - FormsStatusForWorkflowUnit, but it's just a forms - I need all inputs. Many thanks!

Hello, Wondering if anyone knows how to have the same Style (Primary, Upper, row/column header, data Styles) as Excel in OS Spreadsheet tool. We have defined in Excel a new custom Primary Style which is visible in the Excel QuickView Settings (under 'Excel Styles)...but it is not visible in OS Spreadsheet tool. Thanks, Regards, Harry  

I have a dashboard that has a button and multiple checkboxes attached. When clicking the button, I want it to verify if the user has checked any boxes, and if so, export data that corresponds to the checkboxes. If no checkbox is selected, upon clicking the button, I want the user to receive the following message: "No export option was selected. Please check the tables you want to extract and try again." The current behavior works for when a checkbox is selected. But if I uncheck all boxes and hit the button, it gives me the message, but also opens the file with the data that corresponds to the last checked boxes. The navigation action for the button is currently set to Open File. Any ideas on how to stop opening the file if no checkboxes are selected?  Thank you!

Hello, I created some vertical stack panel dashboards but when I run them, they all open on the bottom. Is there something I'm missing on why they're not opening to show the first component I've put in? Thanks, Will

Hi - I am currently working on a dashboard that leverages a data adapter to an external database to fetch detailed GL transactions (similar to drillback functionality) and return them in a BI Viewer table within a dashboard.  The SQL statement currently works as intended for when referencing a single, base member account and comparing to a bound account parameter a la: WHERE   sql_data_account = '|OSAccountParameter|' I'd like to modify this so that records are returned for all base members of an account a la: WHERE   sql_data_account IN '|OSAccountParameter|.base' However, I can't get anything similar to the above to work.  I assume it's because '|OSAccountParameter|.base' gets read a string literal.  Any ideas on how I can reference a list of base member given an account provided by a parameter in SQL? Any help will be greatly appreciated!

Hi - I am working on a BI Viewer dashboard and need some help with hyperlink formatting.  I am using a SQL data adapter to an external database which amongst other things, is fetching an internet URL which we are trying to display as a hyperlink with alternative text.  Ideally we'd be able to display text from an alternate line item but I'd settle for something static (i.e. "link").  Thus far I haven't found a way to display anything other than the link text itself and couldn't find anything in the documentation that references the "hyperlink" option under "Data Items / Column Options". Example of current output: Any help would be greatly appreciated!

How can I view more than one plug accounts when doing a report in Intercompamy Matching? Or I can only use one plug account.  

I am trying to build a stacked bar chart with time on the x-axis. Time is being chosen via a parameter in the cubeview and then populating the 12 months prior to the time chosen as well as the time chosen. The time profile being used a custom profile with M1 being April. When I enable "Add Start End Calendar Time" in the data adapter and use "StartTime" as my argument, the data comes through for the right months, however the descriptions for time are that of a standard time profile (i.e. M1 is January) even though it is pulling April data. When I disable "Add Start End Calendar Time" in the data adapter and use "Time" as my argument, I get the correct time descriptions for the custom time profile, but they are out of order (displaying in alphabetical/numerical order).  Does anyone know a way around this?