Reporting

Hi,  Has anyone created an intercompany report by entity? I'm trying to use the vstagesourceandtargetdata table - is there any documentation with descriptions of the table's columns? Thanks!  

I’m working on a Drill Back Dialogue in OneStream that uses XFDataTable, and I need to display a sum total row at the bottom of the table, similar to how it appears in a Drill Down. Currently, my Drill Back table retrieves and displays data correctly, but there’s no built-in option to show a total row. I’d like to dynamically calculate the sum of a specific column (e.g., Amount) and append it as the last row in the table. Has anyone successfully implemented this? Would this require modifying the Business Rule handling the drill back or is there a UI setting that allows this? Appreciate any insights or sample code. Thanks in advance!

Is it possible to format point labels in the BI Designer, in terms of text color and outline? For example, I'd like to remove the outline around the label, make the text bold and color black. Thanks!  

Hi all, I am trying to upload data to the text field Text3 in a UD2 dimension. I have been looking around in the available functions in the OneStream excel add-in, but I am not sure which one is the best for this. I tried the function  XFSetCell, however this function saves data to the amount field based on the Parameters supplied. I only need to upload a string of text to the Text 3 field of a UD2 member: Thank you all for your help!      

Hi, I'm trying to block input to UD3 None (for example) using the Cube setting in Data Cell Conditional Input,  but only for accounts that have a certain UD3 Constraint. Basically, I had to add None into the constraint for some rule logic,  but I don't want anyone to be able to enter data there by mistake. I normally test the Member Filters of blocking rule by just putting the Filter into a Quick View, but I am struggling with this one.  This is what I have: A#PL.Base.Where(UD3Constraint = MyUD3Constraint_1) But that does not work.  I think the issue is that the UD3 Constraint can vary by Cube, rather than being a strictly defined property of the member.  Not sure if it's possible to define the Cube in the Where clause? Any ideas welcome!

Hello - I have a dashboard with 6 buttons across the top - each one is set to display a different cube view. The time dimension for 4 of the CVs are set to workflow time, where the other 2 I want the users to be able to select a period from a list, because these 2 are designed to show historical variance commentary. I set up a member list parameter with the time periods and added it to the two cube views. Now when I open the dashboard, the prompt automatically appears for every CV. I checked and couldn't find a way to only have this prompt appear for the two cube views. What settings do I need to enable or disable for my dashboard so 4 out of the 6 run off workflow time, but when a user clicks a button for one of the 2 others, the time period prompt appears?

When using a second display monitor connected to my laptop the  Drag and Drop  of dimensions in Spreadsheet  Quickviews  does not work - when I place the Onestream applicatrion page  on this second monitor.  if i switch back to having the OneStream application QV on my laptop screen -  i have full functonality on moving dimensions into columns or rows in Qv's Any similiar exeriences with this ?   ( audio/visual setting on second displays)?)  best regards    Chris 

Hi everyone. I would like to know if there is a way to display only a certain number of rows in an SQL TABLE EDITOR, as I do not see a way to set it up as in a query, for example. SELECT TOP 5 * FROM Table; I would appreciate it if you could assist me with this.

Hello, We currently print out a book to our general managers every quarter and our reports formatting seemingly changed without us changing. We use double underlines as our totals and previously it worked fine, but this quarter it looks like a solid line, but when you zoom in, you can see it's a double line. Is there any way I can fix this? I've tried changing the ReportBottomLine1Thickness and ReportBottomLine2Thickness size, but with no luck. Any suggestions? Thanks, Will

Hello,  Is there any Intercompany Report set up training and/or documentation with examples of report detail for the different Intercompany Reports on the Application Reports dashboard?  Thanks!  

Recently we upgraded to 8.5 and I found the back/forward buttons missing from the top left corner of the screen. We jumped a few versions so not sure when this was removed. Can anyone tell me when this happened? I cannot find anything in the release notes. I have some dashboards built to use this back button so I will have to update them.

Hi all, Could you please advise what formula is better to use in cube views member filter, when I need to add column with calculated differences between U1 base member at time POV and the same UD1 base member at time PovPriorYear?  

I would like to return a sum of all rows in my cube view but using the 'sum of rows' is only returning the first result for every account under the main hierarchies I'm calling. This is the literal statement I would like to sum -GetDataCell(A#BALANCE_SHEET.Base.Remove(A#32000).Where(AccountType DoesNotContain 'Liability') - A#BALANCE_SHEET.Base.Remove(A#32000).Where(AccountType = 'Liability') - A#32000:F#BegBal - A#INCOME_STATEMENT.Base.Where(AccountType = 'Revenue') + A#INCOME_STATEMENT.Base.Where(AccountType DoesNotContain 'Revenue'))Has anyone done something similar through an XFBR string? 

I have a home page that has a button that takes you to guided reporting. I want it to use guided reporting where the user left off - how it works when you are normally in guided reporting alone. When I click the button it keeps setting Guided Reporting back to having the choose the report group. Is there a step I'm missing when linking guided reporting to a home page?  

I am trying to build a cubeview wherein if i select actual scenario the comparative scenario come Budget Forecast and PY whereas if i select my comparison scenario is PY Fcst or PY. Is there a way with any business rule if i can do?  

My team has a requirement for a CV report to show the last 4 trailing quarters and all 3 months of the current quarter.  I was able to achieve this, however when the time period is the first or second month of the quarter, I would like to show only those completed months.  For example, if the period is July I would want my months columns to be June & July.  Currently I am using T#Quarter(|POVTime|).MonthsInQuarter which is showing Jun-Jul-Aug.  Is there any function that is able to do this?  Thanks!

I am building a report that uses a nested parameter.  This report will run on a dashboard within Guided Reporting if it makes any difference. My parameters are Member List types. EntityParam1 uses a member filter of E#Corporate.ChildrenInclusive. This is controlled by a combo box on the dashboard. Let's pretend the user selects E#Legal as the value for the combo box, one of the children of E#Corporate.EntityParam2 has a member filter of |!EntityParam1!|.ChildrenInclusive.ChildrenThe member filter I want it to return is E#Legal.ChildrenInclusive.ChildrenWhen I run this nested parameter, it runs E#Corporate.ChildrenInclusive.ChildrenInclusive.Children, which throws an error at some point.  How can I use EntityParam1 to only return the E#Legal member for my nested filter?I would think the answer lies within a literal parameter but haven't found a method that automatically uses the selected value of my first parameter. Thanks in advance.

Hi, I have created an admin dashboard for forecast. I want a text box that shows parameter values, but there is a separate parameter for each Scenario. ScenarioParameterForecast_MarCopyLatestActualsToFCT_MarForecast_JunCopyLatestActualsToFCT_JunForecast_SepCopyLatestActualsToFCT_SepForecast_Dec CopyLatestActualsToFCT_NovCopyLatestActualsToFCT_Dec The parameter has either value False/True and depending on the value, the business rules that are initiated via the dashboard will do different things.  The dashboard is shared between the WFs/Scenarios.How do I create a text box that gives me the parameter name and value?e.g. when I use WF Forecast_Mar I want the textbox to say: "Forecast_Mar = (Value)"December has double parameters why I need both to be shown, "Forecast_Nov = (Value), Forecast_Dec =  (Value)". Is it possible to do this using standard functionality for parameters (e.g. create a new parameter that picks the values from the others that I then link in my dashboard). I

Hello,I am working on a navigation dashboard that includes a button to navigate to a specific workflow. The button works perfectly with the navigation action below. However, it seems that when XFPage is set to Workflow, we cannot keep the dashboard open in another XFPage.Do you know if there is a syntax similar to OpenInNewXFPage=True that allows us to navigate to the workflow while also keeping the navigation dashboard open?Thanks in advance,BeatlesForever

Hi, is it possible to hide 2 columns in a Cube View? I need them for calculation only, but hide from the report. If I set format IsColumnVisible to False or CVMathOnly for one column, it works. If I set it to two columns, I get no data on third data at all, while it should show data.

Hi, I am encountering a few issues with dashboard creation. My goal is to display all the reporting dashboards on a single dashboard. Below is a screenshot of my current setup. I have one combo box named "Report Type," which contains a delimited parameter with options like Balance Sheet, Income Statement, and Trial Balance. Additionally, there is a list box that contains a list of report names. I’ve connected a business rule to the list box parameter to dynamically populate the report names based on the selection from the "Report Type" combo box. I also created an embedded dashboard with the main cube view. Could someone please assist me with the cube view part? Specifically, when I select a report from the "Report Name" list box, its cube view should display on the right side. Could you help me understand the changes I need to make in "Consolidated Report_Sub_CV" to pull the corresponding report cube views based on the selection in the report name list box?  

Has anyone had success with the change parameters (Variables)?  I have several reports that all have a simple substitution variable |CVTimeDesc|.  When running the book, I would like to change that Variable to predefined text, however, this doesn't seem to be working.  

I have a book report with multiple Cube views ,Excel ,Word and and PDFs. If all together the book has 100 pages, Is it possible to show the Page numbers 1 of 100, 2 of 100 in sequence?I have tried the Cube View Extender BR discussed in this forum previously and that does display Page numbers only within the Cube view where the rule is attached to and in the format of Page 1 0f 1 ,Page 2 of 2.Page Numbering Format for Books | OneStream CommunityAppreciate any help or guidance.  

Hi all,I'm 100% certain that I read somewhere that Version 8 would include a new XF function for Excel add-in that would allow us to drilldown on a cell whose data is retrieved via an XF function.However, now that we are upgrading to Version 8, I cannot find any information about that at all.  Even a search in the OneStream documentation does not show any XF function that allows this. If anyone has a link or more details about this expanded functionality, would you be kind enough to share that here?   Thanks in advance

We want to discourage users from always running the Refresh All Tabs button every time they open their workbook.