Reporting

Hi,Is there any way to remove the empty rows which are showing up once a cube view is used in an extensible document or in narrative reporting?Thanks,Florence

Hi all, I am sure this topic has been covered before, but I am looking for what the community is doing in terms of rounding issues (as they apply to CV's). Especially in the case of when financial reports are scaled (to thousands or millions). Are most just jamming differences in via forms as needed. Is there some sort of automation that can account for rounding issues?  Any advice would be most welcome and appreciated here. Thanks!  

I'm looking to add user names to the workflow status report we've already created but I can't seem to find where in the database tables that info is tracked. We've manipulated the WorkflowStatus method query to pull in the WF steps and the status of each. For example:  I reached out to OS support and they pointed me to these two posts, one of which mentions CertifySignOffInstances. Workflow Confirm and Certify Users Info | OneStream CommunityDisplaying user names on the workflow status report | OneStream Community I can also see WorkflowLockHistory as a table but any thoughts on which other tables store workflow status by user info? Appreciate any direction you're able to provide!  Thanks! 

I'm getting the below error message regarding location when trying to save a file with multiple XFGetCell formulas offline.  I've updated my preferences that an earlier question showed as a solution and refreshed the workbook (again) before attempting to save...but am unable to save the file without the formulas.  I've tried directly to my desktop, various folders, where downloads go.... I can't find an acceptable location.  Any help would be appreciated.    

Does anyone know if there is an api to export a cubeview to a report format, similar to how BRApi.CubeViews.Process.ExportCubeViewGridsToExcelFile can be used to export a cubeview to Excel via code? I want to get rid of the menu options so users can not use the normal save button but instead a custom dashboard save button. However, I need to find a way to replicate the export options that will also be removed. Thanks.

How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream? Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data.     Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category  An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain

Hi, I’ve created a cube view containing a Row Override GetDataCell CVRC formula that is throwing an error when exported to Excel or PDF.   I believe it’s because I’m using CVRC which requires the use of an index which Excel/PDF don't know how to handle.  I’ve tried simple GetDataCell formulas and they all export fine.  I’ve read that this can happen when Excel doesn’t know how to handle the index but the formula doesn’t calculate without the index.  Has anyone experienced this and how did you resolve it?  Would it work if the calculation was done via business rule instead? Below are screenshots from the desktop app and Excel, as well as the row override formula    

Hi,I am trying to use parameters that I select in a cube view to be used in a dynamic calculation.Can someone advise how to do that in a UD8 dynamic calc formula?Parameters are to select scenario 1 and Scenario 2 and used them both in the UD8 dynamic calc .

Hi everyone, I’m looking to get some input from the community on Excel-based reporting in OneStream. In your experience, which format has proven to be more efficient and reliable: XFGetCell formulas or Cube View connections? The reason I’m asking is that we use OneStream reports to feed data into Excel workbooks, and we’re getting recurring feedback from users about performance issues—slow refresh times and, in some cases, Excel crashing. For context, these workbooks usually contain multiple tabs and often include a mix of: Cube View connections Quick Views XFGetCell formulas (used when a specific layout is required) Our goal is to better advise users on the best reporting approach. So far, it feels like this mixed setup is becoming heavy and is negatively impacting the user experience. If you have any best practices, lessons learned, or tips on what works best (and what to avoid), I’d really appreciate you sharing them. Thanks so much in advance! Eve

Hi Team, While running the XFGetCell report we are getting the below error. we could observe that this error is appearing in 9.1.1 Version, Can you please advise us to resolve the issue.  

I have to create a task manager build that does not include weekends in the duration. We have tried adding the weekends to holiday profiles and excluding them from the explicit day map, but the duration will always include the weekends. Right now, I have due dates on weekends an holidays even when calling them out in the Holiday Profile and setting each one with an offset of 1. Is there a work around for this or any other solution to have the durations skip weekends/ due dates not be due on weekends or holidays?

Hi,I need to provide a demo for a customer who is exploring using Narrative Reporting.I am using the Termplate to create the Root/Section/Document structure.Can anyone provide me with the Extensible docs that are associated with the template and imported into NR?Displayed in green below:It would save me a lot of time and effort.Many thanksGuy

Hi,I'm trying to find Narrative Reports in the Solution Exchange.Can anyone let me know where it is so I can download.ThanksGuy

Hi everyone,In my CubeView I have a cell defined with the Date data type and I would like to force its display using the number format dd/MM/yyyy,However the format never changes and is always displayed as MM/dd/yyyy, probably due to the US culture settings.Do you know if it is possible to override this behavior? I assume it should be since multiple date formats are available.Thanks, Nicolas 

I have a cube view with a parameter on Entity |!Entity_select!| that I would like to put in a tabbed dashboard that has one tab for specific Entity member. I am using dashboard type "Embedded dynamic repeater" where the component is data explorer report.Data explorer report has data adapter component to the Cube View. I thought the way to do this would be to use the template parameter values in the collections. But it shows error as attached below.It seems that the template parameter value was not passed to Entity_select parameter. Is data explorer report component compatible for dashboard embedded dynamic repeater?Is there any sample of Embedded dynamic repeater dashboard using data explorer report component?TIA,Nuryana

Hi Team, We have an issue in publishing the document in the Narrative Reporting. while Publishing the document, it is saving under respective user folder. how to publish a document in share folder or any group folder. Can you please help us resolve the issue. Thank you, Shiva Prasad

I have tried multiple ways:Literal Perameters, Column Formatting, Data formattingto try to format GridView cells.I have some decimal data coming over.  it is formatted as $#,###,0;($#,###,0);$0I cannot get it to Horizontal Align Center, Negative Text = Red. This is really agitaitng.  Trying to align my data, show Negative Values as Red.  Thank you in advanced

I need assistance in selecting the immediate parent of a base member. Currently, I am using a Business Rule (BR) to identify the Top 10 Business, but I am unable to retrieve the correct members. My requirement is not to select the base members themselves, but rather the member directly above each base member in the hierarchy. Scenario:  I am using the following formula to select U6#Top_Business.Base.options. However, instead of retrieving the base members, I need to capture their immediate parent. Is there a member filter formula available that can achieve this? U6#Root.CustomMemberList(BRName = -----, MemberListName = Ranked, RankType = Top, RankCount = 10, LoopMemberFilter = [U6#Top_Business.Base.options(Cube=Main_Cube, ScenarioType=Actual, MergeMembersFromReferencedCubes=False)], DataCellToRankMemberFilter = Cb#Main_Cube:E#Top:C#USD:S#Actual:T#2025M11:V#YTD:A#Example:F#Example_activity:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U7#Top:U8#Top)

Good morning, So, I am creating a Report Component with, at least, 75 different data cells from Data Adapters.  When it comes to a Formatting Rule, I am looking for a single rule where the condition is dynamic based upon the value of the cell it is applied to. This is just a small portion of the cells.  I would like to format all of them as ($##,###) in Red if it is negative.  I have tried using [Value] < 0 in the condition but everything is turning red.  I have created calcualted cells to turn any text into Decimal.  I don't want to have to create a rule for every cell. Also, when it comes to the Format String, what is the syntax to make negative number show in parenthisis?  

Dear community, I couldn't find any documentation about Storage Type and Existence Type. Any help or hint toward documentations would be greatly appreciated, especially on the one highlighted in red below. What I mean about storage type and existence type is the status associated to a specific cell: Storage Type: No data IsRealData IsDerivedData   Storage type: StoredButNoActivity Input Journals Calculation Translation Consolidation DataCellDetail DurableCalculation Regards,

After upgrading to 9.1 recently we can't use our Application Reports because of this.Error compiling Business Rule 'RPTA_SolutionHelper'. 1) Error at line 13635:  Type expected.  This line is causing the error.Dim dataWcfService As New Data() Even if I were to fix that line the next line would be wrong because there aren't any overloads that accept a GUID for the GetFXRateType function.  Private Function GetMemberPropertyGuidValueAsText(ByVal si As SessionInfo, ByVal objPropEnumTypeItem As PropEnumTypeItem, ByVal storedGuidValue As Guid) As String Try If (Not objPropEnumTypeItem Is Nothing) Then Dim editorType As XFDataColumnEditorType = objPropEnumTypeItem.EditorType If (editorType = XFDataColumnEditorType.WorkflowChannel) Then If (storedGuidValue <> Guid.Empty) Then Dim wfWcfService As New Workflow() Dim wf

We are having an issue with users and page breaks in the excel add-in.    Example 1:  A user creates a cube view connection and pulls said cube view into an excel worksheet.   The result, however, does not render all the rows.  There is a page break and they are forced to page through to see the rest of the rows.   If I replicate these actions, I do not get the same page break, my results render all the rows on a single page.  No page breaks.  We went through preferences and other excel settings together to make sure our settings matched.  What is causing this to happen?  What other things can we try to resolve?   The user must have all the rows displayed at once (no page breaks).  Example 2:  A user creates a quickview only to have the results get cut off with a page break.  If I replicate the quickview, the return does not cut off the rows.  I get everything on the sheet.  Any hints, tips,

statement 1: gives zero which is correct =VALUE(XFGetCell(TRUE, "CONSO", B19, "", "Local", "ACTUAL", "2025M2", "YTD", D19, "F99", "BeforeAdj", "Top", "U1TOP", "U2TOP", "U3TOP", "U4NONE", "U5TOP", "U6NONE", "U7NONE", "U8NONE")) statement 2 : gives value which is correct =VALUE(XFGetCell(TRUE, "CONSO", B19, "", "Local", "ACTUAL", "2025M2", "YTD", D19, "FNONE", "BeforeAdj", "Top", "U1TOP", "U2TOP", "U3TOP", "U4NONE", "U5TOP", "U6NONE", "U7NONE", "U8NONE")) statement 3: gives incorrect value =VALUE(XFGetCell(TRUE, "CONSO", B19, "", "Local", "ACTUAL", "2025M2", "YTD", D19, "F99", "BeforeAdj", "Top", "U1TOP", "U2TOP", "U3TOP", "U4NONE", "U5TOP", "U6NONE", "U7NONE", "U8NONE"))+VALUE(XFGetCell(TRUE, "CONSO", B19, "", "Local", "ACTUAL", "2025M2", "YTD", D19, "FNONE", "BeforeAdj", "Top", "U1TOP", "U2TOP", "U3TOP", "U4NONE", "U5TOP", "U6NONE", "U7NONE", "U8NONE"))This works correctly in 8.4, but not after upgrading to 9.1

I'm looking for a way to report on our workflow profile set up - specifically want to be able to pull the workflow profile (the forms step added to the WF) and the associated "Workflow Name" (which is an awful name for this). Workflow Name refers to the tasks on the step:  The point is to make sure certain steps are all set up the same way with the same step tasks but I can't determine the best way to do this right now.  Looks like the WorkflowProfileAttributes table may possibly show me but I don't know where I can find a listing of what the AttributeIndex equates to on the actual WF set up (design doc shows zero results when searching either of those terms). Any direction or guidance would be very much appreciated!! 

As the title suggests, I am trying to populate a dashboard list box that references the Workflow text property regardless of the dimension being used. I'm able to populate the list box using a single dimension, meaning a UD3 member is populated on the workflow's WFText4 property and a member list parameter uses |WFText4| to pull it in. How would I get this to work if the Workflow text value is not always UD3? For Example (both workflows will be using WFText4): Canada Workflow A needs a UD3 Member.Base to populate in the list box when they run the dashboard in their workflow but Canada Workflow B needs a UD6 Member.Base to populate the list box when they run the dashboard in their workflow. Please let me know if I can provide more context.