Reporting

Currently i am working on NR reporting, i have created extensible documents with cube views, those cube views has parameters Is there a way where we can supply the cube view parameters, in doc variable? i have tried to apply parameters in book and document section in NR but that is not working. Thanks for your help and support.

Hi. Is it possible to make annotations in the UD1 dimension and have them roll up to the respective legal entity (at consolidated level)?A challenge I'm facing is that only specific base members under the UD1 dimension reference the legal entity in the text field. How can I manage this so that only the relevant regions (that reference legal entities) contribute to the commentary at the consolidated level?

Hi all! How can I wrap V#Annotation text in a column? Right now the reporting is not the most user friendly so we're wondering how to show it better. It looks like there were some suggestions from three years (Maximum characters for Annotation | OneStream Community) ago but wondering if we've made any progress on this issue since then :)  Thank you! -Nicole

Depending on the circumstances, you could find yourself into a situation where you need to report numbers on Extended dimension Members from the Top Consolidation Cube. In a Vertical Extensibility Cube set up this gets tricky since the data is only available at the lower cube levels. To work-around this challenge (considering the limitations exposed below), I have created a dynamic calculation Business Rule that allows you to achieve that by leveraging a specific UD8 Dynamic calculation Member.    Following it is an overview of the Solution:  Problem Statement: When using Cube Vertical Extensibility, reporting from Tot Group cube is not possible for those dimensions that have been extended. In the example, UD1 is only available at Summary Level for  Tot Group: Solution Overview: UD8 Dynamic Calculation to derive the Extended members from the Base Entities consolidating to the Parent Entity Level (E#Tot Group). Data is dynamically retrieved from the base entities

Hello Team, Generally, User will open a form through workflow and input data and certify that. i need pull a data Like, which user has certified the form for respective site. and in which table those User certified details will be store. Can you please help us on this.

HI, I am looking for an option to highlight text value in the cube view based on some condition. I have combo box which has parameter which pulling value from one of the DIMMember 1 = United States Member 2 = Canada Member 2 = Not filled If its not filled then I want to highlight red. Is there any option. I tried using XFBR but seems like it run on specific data unit only

I'm currently using the Narrative Reporting MarketPlace Solution on OS version 8.4 and have successfully integrated Cube Views, Content, and other artifacts using QuickParts. However, I'm facing several challenges:Member Prompts on Report Checkout/Edits: Despite configuring parameters at both the report and report group levels, I continue to receive member prompts from the cube view every time I check out or modify a report. This differs from the expected behavior in guided reporting and dashboards, where parameters are supplied automatically. Is this expected, or is there a workaround to prevent these prompts?

I'm having an issue in which derived YTD values are consolidating in their period and it is throwing off our results.  In the example below which shows expenses by department for a site, there are no longer expenses for the Mfg_Selling dept in M2.  OneStream calculates the derived YTD values of -37905 (0 - the prior period expense of 37905).  This I understand.  What I don't understand is why that value is consolidating up the hierarchy when the view is set to periodic.  NOTE: I know how to hide the derived value in Mfg_Selling/M2, it is shown here for illustrative purposes.  

Hi all, I'm trying to build a trial balance that shows line items in their natural debit/credit balances (e.g. - revenue, liabilities, and equity showing up as negative, and all else showing up as positive to arrive at a balanced ($0) report). However, we have some contra-accounts within our Accrued Expenses roll up that should show up as debits instead of credits. The accounts all begin with JDE_1 so I thought I could use the IF statement below to change the formatting for them, but the IF doesn't change anything (everything shows up as a negative, rather than accounts beginning JDE_1 being positive). Does anyone have any ideas as to what may be going awry? This IF statement has worked in other cube views that I've built, so I'm at my wit's end as to why it wouldn't be working here! If (RowE1MemberName StartsWith 'JDE_1') Then FlipSign = False Else FlipSign = True End If

Hello, I'm working on writing a budget report for my company and we have these summary accounts that all start with "S_" and the parent name (i.e. ExtSales would be S_ExtSales). Is there a way I can use substitution variable on my column override, where I wouldn't have to go in and change every line to update the override? Thanks, Will

I am having issues with my dashboard appearing on my iPad after clicking through one of the buttons I created (going from one DB to another).  It seems to work properly within the application on my PC but when I navigate on my iPad the next page goes blank.  I made sure the naming convention I want to navigate to is correct.  Is this a potential bug that this doesn't work on mobile device?  Here is the button property I used for navigation:   

Hello Team, By using following entity filter "E#Root.WFProfileEntities" we can pull the children's of workflow parent entity in Cube view & Quick view. How can i pull workflow parent entity in CV and QV. Can you please help us to provide the solution.

I was wondering if it's possible to include Gross Profit as a column in a bar graph in BI Viewer. Specifically, I want to calculate Gross Profit as the total Revenue minus Expense accounts and display it as a separate bar in the chart.I've tried using Calculated Fields, but I haven't been able to get the total to appear correctly in the visualization.Has anyone successfully done this in BI Viewer, and if so, what approach did you use? Any help would be greatly appreciated!

I have several excel reports that use macros for sorting the data rows. The macros work when I am in excel and run after I refresh OneStream, however, when running the report in a book and generating to PDF the sorting macros are not running correctly. We have found that different preference settings within the excel add-in help with getting the macro to run in Excel, but I haven't been able to figure out why it's not working in the book. Any help or ideas appreciated!

Does anyone know how to add another row or column level dimension to an existing QuickView? The rebuild button in the Panel doesn't seem to be activating or changing anything. Can you please show me how to do it properly? Also doesn anyone recommend any beginner video tutorials, there doesn't seem to be much online.

Dear all, Could you please advise is it possible to generate and send direct link to certain cube view to recipient according to which he can open cube view (so that he doesn't have to search for a folder and cube view in this folder in OneStream)?  

Hi OS Community, I’m revisiting our key reporting dashboards and wanted to check if there have been any updates to the tabbed layout functionality. Since our dashboards pull large datasets from BIBlend tables, we’ve used button components as tabs to avoid long load times caused by the tabbed layout preloading all content at once. Has there been any change that allows us to restrict data loading when opening a dashboard, or is our current approach still the best practice? Thanks!

We are using the multiselect tool to gather certain entities for reporting, which will show up in rows in a cube view. We're returning to the cube view the values from the multiselect via an XFBR. When the user chooses the entities, we can't get the resulting members in rows to show as description, only as member name. Anyone know how to return the description in a cube view/report? 

We have a chart in which data will be at 0 for most of the year.  Is there a way to tell the chart not to print the remainder of the line if it is 0?  We tried to set up a member to return Nothing if the data = 0.  It looks like the chart is interpreting Nothing as 0.  Is there a way Ii can say if a cell is 0, set it to NoData.  And would that make the chart stop showing the lines on 0?As we move through the year the actual number will get bigger and the drop to 0 for the remaining months will look even worse.Thank you,Scott

I have a button on a dashboard that needs to change the values of two parameters with one click of the button. Is this possible without building an XFBR? The "Bound Parameter" property implies it can only control one. Placing a comma between two parameters in this property does not acknowledge the second parameter. 

I want to give users the ability to add attachment in the cell with a dynamically calculated UD8 member. Dynamic calculation places the value of 1 into that intersection if the file attachment is present and the value of 0 if there is no attachment. I use these values to change the formatting of the cell if there is an attachment. I am an Admin and I have no problem attaching the file. However, other users are getting the "Error saving data attachment" message. I wonder what governs this and if I can give my users the ability to add attachments to that cell? Any suggestions are appreciated.    

Hi everyoneWe recently upgraded to OneStream version 8.4 and are generally enjoying the experience.  I do have a question that I would like to pose to OneStream and the broader community.  Within the "Fixed Issues" section of the version 8.4 release notes there was the following:What was this intending to resolve?  We have seen an issue when we try to connect to both the OneStream and EPM excel add-ins to retrieve data from both systems.  When logging into the OneStream add-in, we get the following error message.  The solution has been to disable the EPM addin, close Excel, relaunch it, login to the OneStream addin.  Once we've done that, we can reenable the EPM addin, login to that, and then we are good.  Until the next time.Our hope was that setting the add-in compatibility filter to true, as shown below, would resolve the issue we are seeing.  Unfortunately that is not the case.   I'm looking for any advice or detail on fix in t

Hi, I have a use case to format V#Annotation text fields in a Cube View to Red when it's blank, with Entity in CV rows. I'm using a Literal parameter, and using the XFBR to return "Background=Red" for the purpose. The issue I have is that I cannot seem to get Entity from Cube View to use in XFBR. Since Scenario and Time are tied to Workflow, can get those with no issue. Below is my code section to get Scenario, Time and Entity, but Entity is null when I checked inside the XFBR rule. string wfSceanario = args.SubstVarSourceInfo.WFScenario.Name;  //works string wfTime = args.SubstVarSourceInfo.WFTime.Name;  //works string currEntity = args.SubstVarSourceInfo.PovMembers.Entity.Name;  //doesn't work   Anyone has advice on how to get the Entity name used in Cube View Rows, in my case? Since Entity is not passed, all my cell rows are Red now.    My Row definition in the Cube View: Appreciate the help!

Edit: Have determined that if I remove a column from the BI grid view and then replace it, data will populate the component again. Still don't have a reason or fix for the issue.    Hello, I have a BI viewer that works fine in the initial setup/shows data pass through. I will run the BI in a dashboard once and it will also work correctly. If I run the dashboard again, it stops displaying data. I checked and my data adapter functions as expected, and if I delete the BI and make an identical version it will also work initially in the BI Viewer component once and the dashboard once.  The viewer operates off of two combo box member lists, and I've confirmed that those update my dashboard data set rule when I refresh my dashboard.  If anyone has any input on this situation it would be much appreciated.

Hello, I'm learning to use BI Viewer, is there a way where I can drill down the entity dimension from region to base level? I've tried different expansions and I either get only regions or everything and when I try to drill down the region, it just gives me the region again and not the base entities that make up those entities. Thanks, Will