Reporting

I am wanting to use a custom Data Style that I have made in Excel, in a OS Quick View. I have followed the instructions found here  but it seems that the custom style does not populate as an option in the OneStream  Quick View settings. Is there something I have to do after creating it in excel, but before using it in OS? 

I am looking for a way to run a report for all time periods on percent consolidation.  Currently the only way I know how to do this is by running a grid view of for each month.  Does anyone know a more efficient solution?

I am looking to extract the data of a selected row in a grid view by click a button inside a dashboard;  

Hi Community...!    I want to perform Threshold operation in FDX report using SQL Query.. Anyone who knows please share the format for reference... Thank You...!               

I have a cube view that is comparing two years and the better worse for each month.  Is there a way to show only the month name only (no year) in the Better Worse column header?

Hi , In one of my report the user want to show a column for audit which will show who commented for that variance explanation intersection, can you please help me to get this audit. Please let me know if any more information required. 

Hi, A question that come back rather often is how to retrieve in a "user friendly" format the workflow an entity is assigned to. You can find hereunder a dynamiccalc you can assign to an UD8 in order to retrieve that information. Hope this helps. Kind regards,   Aymar 'This dynamiccalc member will show the workflow profile of the Entity as an Annotation 'User need to have access to the CubeRoot workflow profile Info If api.View.IsAnnotationType() Then Dim sourceSQL As New Text.StringBuilder Dim returnedText As New Text.StringBuilder Dim wfCubeRootInfo As WorkflowCubeRootInfo = TryCast(BRApi.Workflow.Metadata.GetCubeRootInfo(si, BRApi.Workflow.General.GetWorkflowUnitPk(si).ProfileKey, False),WorkflowCubeRootInfo) If Not wfCubeRootInfo Is Nothing Then sourceSQL.Append("SELECT [EntityMemberID]") sourceSQL.AppendLine(",[ProfileName]") sourceSQL.AppendLine("FROM [WorkflowProfileEntities]") sourceSQL.AppendLine("INNER Join [WorkflowProfileHierarchy] On [WorkflowPro

Power BI is Not Excel 😊 Microsoft Power BI vs. Excel: A Hilariously Technical Showdown Purpose and Functionality: Think of Microsoft Power BI as the flashy superhero of the data world, designed to turn boring numbers into eye-popping, interactive dashboards and reports. It’s the show-off cousin who just got a sports car. Conversely, Excel is the dependable, slightly nerdy sibling who’s been around forever, excelling (pun intended) at data entry, analysis, and complex calculations. The trusty old sedan has seen it all and done it all. Data Handling: Power BI is like a data-hungry beast that devours vast amounts of information from various sources – clouds, databases, and even the web's dark corners. It’s all about real-time munching and crunching. Excel? Well, it's the meticulous librarian of data, handling large datasets with care but getting frazzled if you dump a truckload of info on it simultaneously. It’s great for detailed work, but it prefers its data to be served in manageable

How can I download the intercompany matching reports it does not appear on my app. I tried to download it through Market place report package and I load up the zip file but nothing appears. 

Hello,  My colleague and I retrieved OneStream data using Quick view XX and noticed that there are discrepancies in the outcomes. We identified that the POV settings are different even though we used the same Quick View XX. Why this happened and how you update your fixed setting?  

Hi all, Is it possible to apply .base/.children to the non-primary dimension in a member filter? For example, the below screenshot, I tried to apply the below member filter (A#101:U2#100.base), but it only returns the first member from the UD2 dimension. I understand that I could put the U2 dimension to the next expansion level, but just want to explore another way to combine the script into one expansion level. Thank you.

I'd like to change the Show Header property of a Cube View component on a Dashboard from a button on that Dashboard. How do I programmatically reference that property?

Hello,  We recently upgraded to 7.4.2. Prior to this our Pie Captions were showing up when view the BI dashboard. However, since the upgrade we are noticing that we are unable to see the pie chart caption.  In the BI Designed window I can see the pie chart caption, but when playing the dashboard it disappears. Is there a bug in the 7.4.2 version that affects this? As well I was wondering if there is a way to fix the data labels, currently we have the labels to display outside of the pie chart and we have two pie's side by side for Quarter over Quarter variance, however the labels are all on top of each other and we cannot see the labels correctly. Any suggestions on how to fix this?

What are the options available in onestream to distribute monthly standard excel reports (Email/Save to a network drive/Sharepoint site) to non onestream users?   Also high level steps would be wonderful for the set up.  

Hello,  I was wondering if there is an option to have text in the row header wrap?  The current version we are running allows us to wrap text in Excel by using ExcelWrapText=true in the formatting tab, but was wondering if there is a similar function available for the text to wrap in the row header?  Thanks!

Hi all, I might be having a dumb moment here but I cant work out how to overcome a formatting issue. Im trying to restyle some reporting, all the formatting is on style parameters and in this case my highlighted columns are being overriden by the row total formatting. I just want the background colour as per the column formatting. I cant use targetted row overrides as the row set is shared and on a param (it could be one of 11 row sets in this report) Ive tried all the tricks to create a global override but nothing is working.  I cant change the formatting on the row set as its used in multiple places and in a lot of cases it formats correctly, its just this report that works a little differently. Some trick or tip to get round this would be most appreciated!  Thanks, Tom    

Hi!  We are using T#Pov.AllPriorinYearInclusive in a cube view but would like to change the order the months appear from oldest to newest (i.e. Jan to June)  to current to oldest (June to Jan).  Does anyone know how to do this?  Thangs

hi, I am having trouble keeping the percentage sign for my percentage columns when running a report book from a CV. the percentage sign is working when it is in CV but not when it is exported to excel or when I run it in a report book. I did change the cell formatting for reporting as suggested in another post, which is changing ReportUseNumericBinding to True and set ReportNumbericBindingFormat to percent sign. But it is still not working for me. this is the formatting I am using for the column: BackgroundColor = White, ExcelNumberFormat = 0.00%, ExcelRightBorderColor = Black, ExcelRightBorderLineStyle = Thin, ExcelWrapText = True, ReportNumericBindingFormat = [#,###,0\%], ReportUseNumericBinding = True, ShowPercentSign = True

I have a column performing the following expression: GetDataCell(Divide(CVC(CYAct)-CVC(PYAct)), CVC(PYAct))):Name(PY % Var) The column uses the following formatting: ExcelNumberFormat = 0.0%, ExcelUseScale = True, NumberFormat = 0.0, Scale = 0, ShowPercentSign = True The Cell Amount of the column/row intersection is -26.956   When I run this cube view in OneStream, the number populates as -27.0%, which is okay with me. However, when I export it to Excel, the number populates as -2695.6%.  My resolution is to multiply the number by 100 and then apply a scale to make the number appear correctly. However, if I multiply the division calculation above, it ignores the multiplication aspect.  My multiplication formula is: GetDataCell((Divide(CVC(CYAct)-CVC(PYAct)), CVC(PYAct)))*100):Name(PY % Var) Any suggestions on how to add this multiplication to my calculation, or another way for the number to appear properly within Excel?

Hey everyone, Is it possible to display either a text field or any other member filter in BI Viewer Dashboard? When using a CubeViewMD data adapter, I notice that even if the cube view being referenced uses :Name(XFMemberProperty(DimType=Account, Member=|MFAccount|, Property=Text3)) in the cube view it will display the dimension name in the dashboard instead of Text3 the way it does in the cube view? thank you.  

Hi, we would like to build a report with two columns with comments Annotations/AuditComments/VarianceExplanations). Each column needs to be filled in by a different team. The two teams need to be able to read each other comments. I am using UD3 to distinguish these two type of comments (as the requirements ask for variance explanation from more than 4 teams) The problem I am running into is that the varianceexplanaiton column is open for everyone to edit as long as that person has access to that cubeview. I have not found a way to make one column read-only and the other read-and-write depending on the security group. The "Can Modify Data" setting in the cube view does not seem to do anything. Anyone who can help on this?            

After migrating from OneStream version 6.8 to 7.4, it looks like the Excel data groupings disappear after refresh. Does anyone know if this is an issue with the Add-in itself or do OneStream/Quick view settings need to be changed?  thank you      

Hi all, I was not able to find a detailed guidance on how/when to use different view dimension members, so I would like to seek for advice here. In a cube view, I have a member formula which return either a text or number based on different conditional. For example, if conditional A is met, return a calculated value (sum of Account A and Account B), else return "Not applicable" text.  I notice that we can utilize V#Annotation to display the text, but then it cannot display the number. So, I would like to know if there is a view member to allow display of both number and text.  Thank you so much!  

Cube View within a Dashboard.   When an amount in a data cell is changed and the save button (either the cube view save button or a dashboard save button) is clicked I would like to add in validation code that evaluates the changed amount. A WorkFlowEventHandler allows me to identify the CubeView so that I can isolate the action solely to that cube view.   So far in the WorkFlowEventHandler I have been able to identify the cube view and get code to fire based solely on that CubeView, however it all seems to run after the cube data has been saved. Is it possible with a WorkFlowEventHandler to have code run before the changed amount is saved to the cube and not save the changed amount based on some validation/code logic?  

I have a cube view within a dashboard.    The dashboard has a save button which fires a Dashboard Extender rule.  (The cube view save button is hidden). I would like to add a step that, before any changed amounts on the Cube View is saved to the cube, checks the sign of any changed amounts and prompts the user based on a rule if they are sure the sign is correct. Any Ideas?