Reporting

Hi I am trying to add conditional formatting to my CubeView to bold certain rows, so that it stands out for my users. I'm using treedescendants(i) to list out all the accounts to minimize any maintenance, so I can't bold the rows individually. Also, the accounts I want bolded are not in the same indentation level, so I can't use that expression. I tried using If (MemberDescription = 'Apple') Or (MemberDescription = 'Orange') Then Bold = True End If. This works, but if I tried adding another Or statement, it would not work:  Eg:  If (MemberDescription = 'Apple') Or (MemberDescription = 'Orange') Or (MemberDescription = 'Banana') Then Bold = True End If.  Is there another workaround for multiple Or statements/ how should I update my condition? 

Dear CommunityI am facing the fact that my XFBR(BR_XFBR_String, ParentBold, sEntity = |MFEntity|) does not passing the Entity Name to XFBR.CubeView is organized in the way that Rows contains just a part of Entity structure Entity.ChildrenInclusiveR (this two step structure has no Base Members) and i need to format only Top Parent of that. It works when Variable comes form POV or CV but not from the Rows/MF.Is there any way to use |MF...| for passing information to XFBR?Thanks

Hello community can the Grand Total be added at the top instead of the bottom?   thank you a lot  

Hi everybody, I'm currently developing a dynamic CV that gives the chance to the user to select an account hierarchy of choice to show in the report  (P&L, BS etc.) through the parameter MainFormParentAcc_PL I'm having issues with indentation tho, because if I add .TreeDescendants the accounts are still shown on the same level in the report.  I tried to look if there is a format I can apply, but if I understand correctly the only format available for indentation is for the excel view (ExcelIndentLevel = xxx). Do you have any suggestion on how I could solve this?Thanks in advance!

Hello People, I built this CV and then I'm building this BI I used the same CV above in the BI dashboard, however, I couldn't move the periods in the columns like in the CV. I would like to have the periods in the columns like in the CV to get the same data.do you have guys any examples of this?    thank you

Hi all, I am trying to build out a CV for a report and I'm having trouble with the best way to build out the columns. My current approach is to just go at each column with differing member filters. For Example: 1st column - S#Actual:V#MTD:UD#Orders:...etc. Does anyone have a better approach that I could use? Or even just point me in the right direction in the documentation? Thanks in advance! Here is a screenshot of the report columns I need to build in OS:  

I have listed a parameter which has display items as Yes, No in one of cube view row override that displays in a Form. Along  with Yes, No items it is also showing "No Data" even if it is not listed down in Display items of the parameter. Could you suggest how to remove "No Data" item     

Hi, we have been working to build our Cash flow report and would need to include an account from the Balance sheet into the cube view report. We would need to include ''cash and cash equivalents at the beginning of the period'' and ''cash and cash equivalents at the period end''.Is this possible to include? When I tried to, I got no values from the BS account into the cube. If so, how would i proceed?Thank you! 

I understand that OS users are able set their own preferences for whether or not Excel Add-in data refreshes upon opening a workbook, however I would like to know if there is an option for the "author" of a Quick View or XFGet form to require a refresh of data when another individual opens it? Not meaning this as an attempt to override the settings of other OneStream users, but instead to make it so that non-OneStream users within the organization are unable to view QV or XFGet form data without having proper access. Thanks

Greetings - Looking for Audit option to track the data before the change, 'Audit History For Forms' option shows data after the change.   Thanks!    

Hi All, I've got an annoying error message popping up on a dashboard I've built. To be clear it doesn't stop anything working, just wondering if I can get rid of it somehow... Basically in the content section there are 2 cube views. When the user clicks on something in the first one, it uses the normal navigation links (in the cube views) to pass an entity and UD4 across to the second one. It's all fine and works except for the first time the user opens the dashboard when cube view 2 doesn't load (and gives the error message) because nothing has been clicked on yet! Is there any way to pre-populate the |!ClickedEntity!| and |!ClickedUD4!| in cube view 2 before anything has actually been clicked? Thanks (screenshots below), Richard First time load before anything has been clicked:   After clicking on cube view 1, the navigation links kick in and populate cube view 2:  

Is there a way to create a dimension member drop down in Excel to use for the GetXFCell data selection listing?

Hello, I was wondering if there's a time expansion that would only pull a previous year based off the workflow? I tried WFPrior2, but that pulls both prior 2 years. If I want to just pull the time form 2 years ago (i.e. 2022) how could I do that based off the WFYear time expansion? I know i can create a parameter and hard code it, but I would rather not have to go back and update it every fiscal year. Thanks, Will

We have built a set of dashboards for our client within OneStream and the requirement is to be able to export and distribute these dashboards outside of OneStream.  We have previously gone the route of exporting to PowerPoint, however, we are struggling with the cube views replacing the images, formatting, not bringing over any editable text, etc.. overall, a lot of work for a poor result.  Are there any other options to exporting dashboards? Ideal result is to get as close as we can to what we are seeing in the OneStream dashboards and just extract them.  Any advice is greatly appreciated!

i am pulling flow to cube view i want to round the number to two digit precision. i tied with number formatting N2 it didn't work. i can see the two digit in CV but real number still exist when i export to excel. How can i round the number?  

Hello all, I was asked to code in a December of prior year. I know how to get any month prior to the current month but I am unable to figure out how to get a static month like December no matter which month we are in the current year. Seems simple enough but the time functions are not working. It says 'Unexpected Text' when i enter in the function T#POVPriorYearM12. Is this a POV issue? Not sure what is going on. 

Dear Community, I have a SQL Table Editor on a Dashboard and a button. When user select (click on a row/record) on the SQL Table Editor and then click the button, I need to pass the data in the selected row to a business rule. Is it possible? Thank you in advance!

Hi All, I have a requirement to create a cube view with 3 columns of orders and to make them like a single column. Can anyone please suggest. Please find the below snap for your reference. Orders of 3 columns, should make as one column. Column1 - PW Column2 - CW Column3 - VPW        Thanks in Advance.    

For our Planning/Budgeting application we have a dashboard that is an excel spreadsheet with a CV embedded in it.   Goal: is to allow folks to copy paste from excel where they have additional data summarized (ie paste formula as a value) Issue: Copy (Ctrl-C) Paste (Ctrl-V) will paste the formula that then turns into a value based on the reference in the dashboard and not the original excel. Option 1: I did turn on Spreadsheeting setting - Show Ribbon and user can now select Home-Paste Special-Comma delimited. Question: Is there a better way!  1) - Folks are confused with the list of Paste As options (see below). 2) - Creates 3 additional clicks than normal. 3) - We prefer to not even show the Ribbon - It just creates questions from users. 4) - Is there a way to set a default or maybe a button. Clarke

Within our design we are using 3 layers of extensible cubes with extensibility across Entity, Account and UD dimensions. We are finding inconsistent results when the user is in the parent cube and are attempting to ‘drill’ to lower detail in an Ad Hoc Grid. In the attached video you will see a user using the .Base member expansion and doing a right-click drill and receiving differing results. In talking with OneStream, this appears as expected functionality because of extensibility. We were provided a workaround (adding .Option expansion) which is not user friendly given the availability of a .Base button in the member expansion. Logging this enhancement request because this is not a user-friendly functionality and the inconsistent results could cause users to not trust the results they are seeing in an ad-hoc grid. We understand we can put it into a parameter per case CSRC009442 .Base.Options(Cube = Global, ScenarioType = Actual, MergeMembersFromReferencedCubes = False)  which ca

Does anyone have any experience creating a bar graph with 2 dimensions on the x axis?  We have created a bar chart comparing Recurring and non recurring revenue by entity.  Currently, I have both the accounts as the rows and and entities to be displayed in the columns. The client wants to see the same chart but for the current month and two previous months for each of the entities. I have tried placing the T#Month(|CVTime|), T#MonthPrior1(|CVTime|), T#MonthPrior2(|CVTime|)  in the nested member expansion 2 on the columns but that does not allow me to have multiple dimensions on the x axis and only displays those three months. I am currently using the Chart (Advanced) component. Any ideas are appreciated. 

Hi everyone ! Hope you're doing well. I am looking for help on a word extensible document : we manage to integrate a cubeview in the doc word however the column header do not appear despite selecting "IncludeReportHeader=True". Could you please advise on this matter? Many thanks in advance ! Best regards Jérôme The cubeview as formated for reporting purpose : The word settings for integration of the document in word : {XF}{Application}{CubeViewReport}{CSR008_RPT_DPEF_TER02} IncludeReportMargins=False, IncludeReportHeader=True, IncludeReportFooter=True, IncludePageHeader=False, IncludePageFooter=False How it looks like when opening word in OneStream : I don't understand how to make column headers appear whitout having to display page headers. My understanding was that column headers were report headers and not page headers.        

Hello, Does anyone know how to Pass CalcScript in navigation links from One CubeView to another CubeView? Any help will be appreciated. Thanks

Is there a way to pull the functional currency in a Quickview, for example we have a Quickview showing entity and account (cash) in the rows and time in the columns.  I would like to pull the entity, the functional currency of each entity.

Hello Community,  I have an issue with the chart size, if I try to display it in powerpoint, using the extensible documents function like this. I tried several different zoom factores, but all efforts failed. I want to place 2 charts next to each other, but every time I try to decrease the picture size, so two charts could fit on one slide, or change the settings, I only see 40% or 50 of the charts. Question: Is there a way to decrease or increase the size of charts/pictures in powerpoint, but still be able to see 100% of my chart? I´m facing the same issue with some Cubeviews.  {XF}{Application}{CubeViewReport}{Chart Name Here} PageNumber=1, CropLeft=100, CropTop=100, CropWidth=0, CropHeight=0, Zoom=100, MaintainAspectRatio=True, FillMode=Width, Anchor=TopLeft, IncludeBorders=True, IncludeReportMargins=True, IncludeReportHeader=True, IncludeReportFooter=False, IncludePageHeader=True, IncludePageFooter=False Many Thanks for some tips and tricks. Regards, Markus