Reporting

This is a follow-up to my prior post about Parcel Service. Converted my excel worksheet to CV's and imbedded them in a Book.  That works great and I can pass parameters and burst without any issues.  In the Admin guide under the Book section it talks about adding a Report.  I added 4 Reports with Report Type = 'Dashboard Report' and 'Dashboard Chart' and selected the related Component Name.  There were two - One listed as a 'Large Data Pivot Grid' and one listed as 'Spreadsheet'.  When running the book, nothing gets created in the Excel workbook generated for these 4 new members. I thought I saw somewhere that you could use a book to generate output from a Table.  In the above, the spreadsheet has a 'Table View' imbedded that works fine in Excel or in the Dashboard.  The Large Data Pivot Grid also works in the Dashboard. Is my issue that it does not work with anything that is imbedded in Excel.  In writing this I went back and linked the Report t

Hello, I'm trying to sum up a calculated amount using Row Column Intersection and I cannot get it to work properly. I'm using Rows Override in order to sum up these calculated amounts (also using row override). So the Input Inventory Amount, I put some dummy info in and the calculated reserves are taking those amounts and multiplying it by those percentages (name override as UD8#None). So the amount in LC column should be 265LC, but I cannot get it to populate. Below is my row override formula. I've tried putting a row range but it comes up with an error message of Invalid calculation script. I don't want to make a new UD8, because I don't really know how to do that, so if it can be done with a CVRC, or a different formula, that would be great! Thanks, Will

Hi, this cube view report would run quickly without issue on Onestream application but when referring to it from the cube views in Excel plug in, I receive this error. Why could it be? Thanks for your inputs.   

Relatively new to OS and trying to figure out what may be preventing me from pulling newly imported budget data into an excel report via XFGetCell. I've verified the data exists in OS using the dashboards.  Now I'm trying to compare the data from the Actual Scenario with the Budget data in Excel.  I'm able to pull the actual data without issue.  The Budget data, however is coming through as $0.  To troubleshoot I change just the scenario parameter in the formula from Budget to Actual and the Actual data pulls as expected.  So, I believe there must be a step I'm missing in the import to push it to wherever it gets grabbed by the GetCell formula. Hoping someone out there has an idea. TIA

Is there a way to format excel cell's = 0.000 when exported? It is possible with Cube View formatting if NumberFormat = N4, but I cannot figure out a way to format it the same when exporting the CV to excel. Any information is appreciated, thanks!

Hello, I have a cube view connection in Excel that won't resize columns when I change my parameter selection. For example, here are what the columns look like with my initial parameter selection (2023M4) vs. a different time period (2023M5): As you can see, the columns aren't adjusting after I change the parameter. I have tested a number of settings such as defining the ExcelColumnWidth and some of the Cube View Connection settings but nothing seems to work. Are there any Excel specific settings or Cube View settings I need to check in order to resolve this issue?

The users would like to see Time member Descriptions whenever bringing up a Member Selection window (e.g. when creating Cube Views or Quick Views). This issue appears to be specific to the Time Dimension itself, where any other Dimension will provide the Name and Description, Time only displays Name. Is this a setting within OneStream somewhere that can be changed?

OneStream Release Notes.  There is a release note saying that in 8.2 you can embed refreshable content allowing users to edit and narrate a document for the purpose of inserting content in a published report. Where would I find more information about that please? Thanks very much.

Hi All Here is an example of the problem I am running into. Previously we had an entity called ABC, the hierarchy looked like this, ABC I was asked to create a hedge and a new parent entity. So it now looks like this Total_ABC      ABC      ABC_HEDGE My problem is when I am trying to pull "Total_ABC" to validate, "ABC" and ABC_HEDGE" are not rolling up to "Total_ABC".   I have already ran a force consolidation to try to resolve this problem.   Thanks!  

Hi  I would like to know if there is any settings or how would you deal with a cube view which has a member filter and in there a calculation for example F#None:UD4#AA5EX32011:Name(Cents):GetDataCell((Divide(CVC(Col1), CVC(Col3))*100). The user then exports the cube view to excel and converts each cell to an XFGetCells. See Screenshot 1. Once this is done the columns with the above formula return errors due to the calculation in that members. See Screenshot 2     Any advice or settings or best practice on how to deal with this? Regards Rehaan  

Dear community, I am currently using the REST API (using the Personal Access Token that really works well !) in order to retrive a Cube View. It's very easy to use as it works just like a regular Data Adapter configuration. However, the cube view that I query is using 2 parameters. If I don't specific the parameters and a value in the REST API query, nothing is returned. I can specify the value manually, however I will lack the flexibility of the cube view to retrieve specific values. How can I change the REST API call for my cube view so that the parameters are indeed prompted ? {"BaseWebServerUrl": "XXXXXXX","ApplicationName": "Production","CubeViewName": "PVM_Graph2","DataTablePerCubeViewRow ": true,"ResultDataTableName": "ResultDataTableNames","CustomSubstVarsAsCommaSeparatedPairs": "P_POC_INP_UD7_Part1=D1,P_POC_INP_UD7_part2=D2","CubeViewDataTableOptions": {"IncludeTitle": false,"IncludeHeaderLeftLabel1": true,"IncludeHeaderLeftLabel2": true,"IncludeHeaderLeftLabel3": true,"Includ

I have a column template an the final column the client would like to make comments.  This is the V#Annotation.  I am doing balance sheet planning and have in the rows a mix of V#Periodic for flows and V#YTD for the balances.  The views in the rows take precedence over the view in the column.  I need to use the Row Override in the comments column with the V#Annotation in my column template.  The problem is there is no way to easily define all possible row name in all my cube view forms.  I think there should be some absolute override for all rows.  Does this exist or is there another way to do this I don't know about?

Hi I'm trying to fit the Cube View contents to the width of the page. When I set "Auto Fit to Page Width" = "True" and "Auto Fit Number of Pages Wide" = "1", it increases the font size until the CV reaches the margins, instead of extending the rows with the line-item descriptions. Is there a workaround for this? Regards, Allison

Hello- I am looking to build a shared column template to use across a number of existing row templates. One Column needs a format override applied to all rows. Unfortunately, CV row sets that this needs to be applied to, have differing naming conventions, (not row1, row2 , etc) When defining the Row Range in the Row Override, is it possible to have enter value that will apply to all rows? regardless of the name? Regards

Does anyone know of a way to handle this situation while using a Line Item dimension on a cube view input form? Let's say the Line Item dimension has 20 members.  Can you set a default number of Line Item rows to always show, say 10, but allow the users to add more as they wish?  I know the latter part is possible with the Allow Insert Suppressed Member property.  I don't know about the first part of the question.  I tried splitting it up into two rows, but the second row, which would be the one to insert Line Item rows when desired, doesn't display anything to click on and use the insert suppressed action. Thank you.

Can a databuffer be made available in a dashboard data set business rule? I'm trying to get a data buffer data into dashboard data set so that I can manipulate the output for reporting.   I tried passing the databuffer from globals.getobject, but even though the object is visible, it doesn't expose all the methods.

Trying to align the text in a button to the left. HorizontalAlignment = Left does nothing. I've also tried HorizontalContentAlignment under Image. It centers the interior text no matter what I do. Anyone have any thoughts? Is this possible at all? Kind of annoying if not.    

Hi!   I’m trying to create a cube view that can drill down to stage detail data. Is there any documentation on this?  Any input would be greatly appreciated!

Hello everyone, Is there a way to collapse/expend column via a native display configuration on Onestream (v8.1) ? Something same as the RowExpensionMode option in the Header Formatting but for the column. Thank you in advance.

We have users experiencing connection conflicts with the OneStream Excel Add-in. When they enable the OneStream add-in it disables the add-in they have for their ERP. They would like to be able to use both add-ins at the same time. How can we enable them to have both add-ins active? Have there been similar issues? What is causing their ERP add-in to be disabled? 

Hi OneStreamers, I am using the table vStageSourceAndTargetDataWithAttributes in a dashboard to display cost centers (Source Account) and Accounts (Target Accounts) per all other dimensions, for a selected entity and period. It's working fine but the amount from the table is always in the local currency of the entity, and I'd like to see all amounts in EUR. Is there an easy way to convert the figures in the table ? I saw there was a column named "Converted Amount", maybe it can be used somehow to show translated figures ? Appreciate your insights on this. Adam

I am trying to insert a row into a OneStream Application SQL Table through the SQL editor Dashboard component.  I am getting the following error message.  Is this something that needs to be changed in the SQL or a component setting I need to change.  At the moment I have not added anything additional to my SQL create table statement except the column names and a primary key for the Row Number.  

I have a Cube View that uses a parameter 'pm_EntityList' in the POV to let the user select an entity.Its possible that the same parameter can exist in both workspaces.In my case, the parameter is defined in both the default workspace and a workspace named 'CustomerWorkspace'.If I specify |!pm_EntityList!| in the entity POV for my Cube View, which parameter will the cube view look at?Taken a step further, lets say there are two Named Workspaces with the same parameter.  Now which one is evaluated?

Does anyone know what this message is talking about. Sorry...new. Users are trying to drilldown by 3 dimensions in the rows and are only getting approx. 6 rows of data and then the message under the output. Their row settings are at 10,000.   Any help would be appreciated.... James

Hi, I am building a BI Viewer chart and need my colors to be dynamic. I have three colors in my color palette for the BI Viewer component. I can manually set the color to match the option in the palette, but if I use the parameter changes my scenario or time, the palette color is reset and it selects a random color. If I use the automatic setting (which would make the most sense) it sets every color to black.  My ideal color settings are: First year actual: Blue Second/last year actual: Pink Second year plan: Green How can I set this up dynamically?