Reporting

Hi all, I am building a dashboard that will be used by the Statutory Reporting team with 4 high level Group Balance Sheet checks (including BS = $0.00, IC = $0.00 etc etc). The users want to see a snapshot of the checks on the main dashboard . I have created these (Screenshot 1 with placeholders in there) using Cards in BI viewer and leveraging off the Cube View MD data adapter. They also want to be able to drill into the card to bring up the cube view to further review any balances. I was hoping the Card could be used as a button to open the cube view, but I can't seem to find a way to do that. Is it possible? If not, what are the best options to show checks like below with one specific number so that it shows as button?My second query, is in relation to showing the filtering the data in the BI viewer. The cards above link to a cube view which has rows as E#TotGroup.base and columns as C#Local,AUD,EUR,USD,NZD. The card itself only needs to show E#TotGroup and C#Local. How ca

Dear CommunityI have requirement to pull all the prior months including the current month for my report. Currently I am using this(T#POV.AllPriorInYear)  function which gives me the only prior to the current month but not current month, and I need both the prior months along with current months to display in report. Any solution to this will be very helpful and appreciated. 

Why doesn’t the report list the by month activity for entities 44, 87, & 55 from Feb to Sep? It does so for #77. YTD ties because Sept is the catchup month.Parent Entity 56 (Children Entities: 44, 55, 77, & 87) Child Entity #77 Only Child Entity #44

Hi All,  We have 100's of Cube Views that have been created, and we're looking for a way to efficiently delete many of them. Is there a method to delete multiple cube views simultaneously through BR or any other simple approach? Thank you and appreciate your help.  Regards Sri

Hi Team.We have a dashboard filled with cube views and also labels inside it where we are retrieving some values fromthe SQL table. Is there any option to get a printout in pdf format of the dashboard using extender rules ?   

I've created a cubeview that is no longer working.  My co-worker is able to run the cubeview without and error.  I get the below error when I run the cubeview. How to I fix this.  Thanks Candice

Hi Team,I'm wondering if it's possible to create a dashboard with a list of all entities to select specific entities to certify.I would need there a tick marks ("Allow Multiselect" from Grid View settings might work) and make 2 nice buttons for "Certify" and "Revert Certification", would you think this might work?Thanks!  

I have a cube view that I have a spacer columns in. I would like to keep these columns but need their width narrowed when I export it the CV to a report.Here is what it currently looks like when I run the cube view:The spacers here are perfect.But here is what it looks like when I export to a report:The spacers revert back to full width. Is there a way to get them not to do this? Additionally, is there a way to get rid of the dashes in the title rows? It is set to an intersection that will never have data so I could have a clean title row in the CV, but shows the dashes like this when I export it as a report. Really looking for how best I can control/adjust the formatting of any CV I generate into a report. TIA!

Hello All,I have a reporting requirement, where I need to introduce an empty row between two Sub-Business units. These business hierarchies are displayed using .Tree expansion. In between the Tree hierarchies is it possible to introduce “Blank Rows”. Please let me know. Thank you.

Hey All,Looking into a case to get None entity member to appear for IC Matching. Are there any way to get None in IC Dimension to be listed under ICEntities? 

Hello, I am seeking for assistance on header and cell format with conditional formatting. I am trying to add a top and bottom line to specific accounts in the "Show Report" function. Header Format used However, in the report, only the bold formatting is applied while the top and bottom line do not appear. Any guidance on resolving this would be greatly appreciated. Thank you. Thanks,Jacky

Hi,We have adjusted the top margin to all kinds of numbers, however it still doesnt seem to shrink. I have removed the log from the extender rule but it seems like there is a margin default. I have also tried to look at removing the blue line header to see if that helps but cant seem to find the proper rule for that. Any suggestions to get this top margin basically down to a very little space? The report needs to fit on one page so we took the font down and it works but would like to find a little more space if possible. Thanks!

Hello, I would like to use the text 8 attributes that vary by time and scenario to show that an entity can move from a group A to a group B. I am using the UD8 dimension to do this, where all data are set in "None". This is working fine for base member entity. However, in my report nothing happens for parents : As soon as I look for the parent, all data are invariably reported on the "None" member, even though both parent and child entities are set with the same Text8 attribute. Am I missing something ?   Regards,

Hi, I have a CubeView with UD1 on column and account on rows.I have a setting for columns "Use to determine Row suppression". I cant find this option on Rows.I want column to expand if there is data in Row 1-2, but for Row3 I only want to show data IF there is data in Row 1-2. Row 3 will always have data for all UD1 members (column) but I only want to show it if there is data in Row1-2. So column suppression/expansion should only be based on Row 1-2. Is this possible to do in OneStream? 

Hi,Has anyone else encountered an issue where external links are appearing in user files? A few users claim that the original file did not contain any of these links. The users break the links and save the file only to have the links show up again when the file is opened again. These links also only appear for OneStream connect Excel files. Normal excel files do not seem to have this issue.Thanks!OneStream version 7.2.4 

Hello,I'm trying to create a 5 quarter bar chart trend in BI Viewer, but I can't get the time dimension to properly display the columns in the correct time order, it keeps defaulting to alphabetical (ie Q4 2022, Q3 2022, Q2 2023, Q2 2022, Q1 2023).  Does anyone know how to fix or adjust for this?Thank you!

Hello Experts,I am trying to pass cube bound parameters to a BR to do something with it. I can read all parameter except Cube Name. For some reason it is blank. Anyone came across this issue?  Cube Definition:Reading in BR as below:Dim CubeName As String = args.NameValuePairs("DrilledCube")brapi.ErrorLog.LogMessage(si, "DrilledCube:- "+CubeName)

I am using powerpoint xfdoc to pull CV using alt text. This cube view had 3 parameters, each with 2 or 3 values. The ask is to pull each combination of those parameter on a different slide of the ppt. Is there a way to achieve that outside of report books loop feature where I can only export it as pdf?

Hi,We are trying to Display User Time when we export the report to excel on Excel Header. We tried using this code, but it is giving us the UTC Time.If args.FunctionName.XFEqualsIgnoreCase("DateandTime") ThenDim localTime As DateTime = DateTime.UtcNowDim timeZone As TimeZone = TimeZone.CurrentTimeZonelocalTime = timeZone.ToLocalTime(localTime)Dim formattedTime As String = localTime.ToString("yyyy-MM-dd HH:mm:ss")Return formattedTime End If Is there any way to display the User specific Time?Thank you  

Hi, sorry I always get a bit confused on how to use parameters in data management sequences/steps.I have a dashboard with: a combo-box that let users select an Entity member; a cube-view which Pov is based on the combo-box selection; a button which runs a data management sequence.The combo-box bound parameter uses a member list.The data management sequence contains only one step, which is a custom calculate.I would like the data management step to run on the selected Entity member (the one selected in the combo-box). How do I link the Entity of the data management step to the selected Entity member?With the current Entity filter setup in the data management step:- I can run the step from Application/Data management page and I am prompted to select an Entity. No issue in this case.- I receive an error if running the data management sequence from the dashboard (Summary: Error processing Data Management Step 'Plan_Growth_Adjs'. Invalid parameter. Entity Filter, |!prm_plan_bu_entity!|.)&nb

Hello Team!I am trying to save a spreadsheet file using the native "Save As Application Dashboard File" button.    I am running OS 7.4.2 but also tried on 7.4.1.It seems that it is only possible to save in a DEFAULT workspace on both OS version. Could someone confirm that? Now, if you save in a DEFAULT workspace under a specific Dashboard, I would like to know where is this file saved. I tried to extract the dashboard where I saved the file but nothing shows in the XML. So how do we extract it and where is it saved? I can see it in the Database under DashboardFileResource, but not under this Dashboard Files. Thanks  

Guys, there is a requirement where we have to use a single template for all the 5 forms in  a workflow and depending on which form the user selects the rows and columns should generate dynamically . Is there any way we can get the Selected Form name in a BR. Or Is there any other solution for this Problem?  Thanks a Lot.

Hello,I am building a Quick View with the columns Account, Flow and UD5 - for UD5 I want "TG304" for all rows other than when the flow is "MVTCALC".  Is it possible to have this level of variance in the QV?Thank you!

Hi all, Is it possible to format the top row of an expansion different from the expansion details in a cube view if they are the same line on the CV set up? For example, I would like the formatting to have the Total Product line bold with the details under it not bold and with only one expansion at Total Product. It seems the only way I can do that is to have one row in the CV set up for Total Product formatted one way and a separate line below for the details formatted another way (result in screenshot above). The problem is then my expansion isn't really where it should be and the first detail line (Branded Pharm) will always show.I can't figure out a way to do this but if it's possible, please let me know!  

All of a sudden today all our users are not able to select scenario (Main Scenario) in the Quick View report and it shows only Target Scenario which is not relevant, need help here please.