Reporting

I am trying to move a Narrative Report book from one environment to another and am struggling to do so without having to re-build it. Is there anyone on this Community that has managed to do so successfully? Would truly appreciate the steps you followed to get this done successfully.

Hi, we have a user that is receiving the following error message when trying to run a report in the People Planning module. I cannot recreate the issue as an admin, it's working fine for me... What is quite odd is that the reports worked fine for her up until a week ago.  Possible solutions we already tested: (1) Reset IIS (2) validate no changes in security (3) log out and back in. Has anyone ever seen this before?   

Hi.  I have a cube view / customer sales report where I can get my top ten customer sales, and I have a row that has the total sales.  How can I make a row to show 'All Others' so I can foot the lines to the total sales?  I've tried a CVR calc but it pulls in the top customer only.Thanks,Brian

We’ve been getting reports from our users that the Excel add-in is crashing. It happens most often when working with files on shared drives, files that contain links to other files, or larger workbooks. The behavior is inconsistent, sometimes everything runs fine, and then the same test will crash another time. When the same files are stored locally on their machine, the issue is seen less often. However, this isn't a feasible work around with our group. The issue feels more widespread since our upgrade to 8.5.1. We’re currently on Excel add-in version 8.5.1.17017. Curious if anyone else in the community is seeing the same pattern with their users? Would be great to compare notes and see if this might be a broader issue. Thanks for any feedback or suggestions!    

I thought others might find this helpful.  I'd had issues getting the Excel Addin to users when we upgrade, so I created a SharePoint site with the instructions and .msi file that they can download.  Hope this helps!  

Hi, I have a member that I want to reference and pull in the tree underneath it but eliminate a few of the base memeber as options for my users to click on them.  I'm trying to use the 'Remove' member expansion but its not working.  Is there something I'm missing?  

Hello Any possibility to change the scales in Excel directly as we can do with cubeviews ? Thanks

Dear all, Could you please advise why user doesn't see Guided reporting section in Dashboards (OnePlace). As administrator I see Guided reporting and user has been included in security group that can view reporting group and reports inside of this group in Guided reporting section.  

Hello, I previously created a UD8 member to find a max value out of a string group of data for specific accounts. It was working fine last year and when I was looking at it for our tax team, it just shows blank as the value. Can someone help me out and see if I'm missing something. We did upgrade to version 8.4 from 7.4 last year and I don't know if that caused something to not work. Here is the UD8 codes I made. First is for the max value Dim dAmount_1 As Decimal = api.Data.GetDataCell("T#Pov:U8#CFC_IC").CellAmount Dim dAmount_2 As Decimal = api.Data.GetDataCell("T#PovPrior1:U8#CFC_IC").CellAmount Dim dAmount_3 As Decimal = api.Data.GetDataCell("T#PovPrior2:U8#CFC_IC").CellAmount Dim dAmount_4 As Decimal = api.Data.GetDataCell("T#PovPrior3:U8#CFC_IC").CellAmount Dim dAmount_5 As Decimal = api.Data.GetDataCell("T#PovPrior4:U8#CFC_IC").CellAmount Dim dAmount_6 As Decimal = api.Data.GetDataCell("T#PovPrior5:U8#CFC_IC").CellAmount Dim dAmount_7 As Decimal = api.Data.GetDataCell("T#PovPrio

Certain users aren't able to refresh sheet containing XFGETCELL. Only shows #REFRESH. In OneStream task activity, it shows that the task has failed with an error message "Summary: Error processing dimension. The item was not found. Dim, OneStream.Shared.Common.DimPk, 0, -1." This should not be related to access since I was able to refresh sheet using another profile with the same roles. 

Hi,It doesn't look like the cube view ":name" override using substitution variables respects the user's culture setting.  The substitution variable goes instead to the default description.My example, I have account descriptions in German and English.  My user ID is culture English.  My cube view render the proper description when I don't use the override ":name()".  I use the override, :name(|MFaccountDesc| growth %), and get this,I would expect the substitution variables to respect the user's culture.

8.5 environment, on prem.My understanding is that if I want read only access for users to Ancillary Tables I need to use the config utility and set Access Group for Ancillary Tables to a user group that would be different than Maintenance Group or Table Creation Group.      I did this and my users in the group assigned to Access Group are able to edit ancillary tables.Then I found this documentation that implies that Access Group gives edit rights to ancillary tables.  Does anyone have a definitive answer on this or know how to setup read only access to ancillary tables? 

Hey everyone, In Task Manager, I was wondering if we could set duration longer than 30 days? As of now, the only max option for a task is 30 days. Can it not be any more or extended? Any feedback or suggestion is welcomed. Thank you.

I have a dashboard that I want to run whenever I log into the desktop app, and it works just as expected, but it tries to run in the web browser UX and does not work right. How can I disable the dashboard from running in UX, but stay running for the desktop app? 

I have my task manager set up by Weeks: Therefore, I've been using Frequency ranges as 1-52 or 1,2,3 etc. as from the Task Manager guide. Let's say I want to make only 1 task group start on W1-W3. I input that into the task group and individual tasks but still it doesn't show up. However, if I don't put any frequency range, it shows up for all weeks I publish. I just want it to show up for 1 week. BCA #1 doesn't show up at all in any charts but BCA #2 shows up in all weeks published. I've also set up my Close Dates but it still doesn't work:  Any pointers or tips?Thank you

Good evening, is it possible to add a dashboard or Bi Viewer component within a Narrative Reporting document? In the attached image, it does not appear among the options.Regards 

Hello Team, I'm experiencing performance challenges with a CubeView that contains: 4 row dimensions (all using .base members) Multiple time period columns Dynamic calculations that are causing significant retrieval delays Current Challenge: The CubeView needs to be executed and its data exported externally, but the dynamic calculations are making the retrieval process extremely time-consuming. Attempted Solution: I've already tried converting the dynamic calculations to stored values using finance rules, but this approach has proven ineffective - it's still taking excessive time and not producing the desired results. Request: Could you suggest any alternative approaches or optimization strategies to improve the performance of this data retrieval and export process? Thank you for your assistance.

All, Does anyone out there have users with massive (thousands of rows and dozens of columns) XFGetCell() workbooks that are seeing issues with the "Save Offline Copy" feature?  (and yes, I know.. they should not be creating these massive workbooks in the first place - that's not what XF() is meant to do) Here are the symptoms we're having: Regardless of what the seconds setting is (and I'm not even sure this setting applies to anything other than CV connections or quick views) and for some of these users, it's set to the max allowable, the 'save offline copy' often just spins and spins and never completes or eventually the user just has to 'kill' Excel and try again.  Happens at different times so no idea what server activity might be going on at the same time. Save Offline Copy appears to finish but the saved file now contains "#REFRESH" rather than the values  Unable to keep Formatting (this has to be set to False) - loses things like superscript or subscript fonts.I

The ColumnDisplayType property has two options: WorkflowStatusImage & OneStreamClientImage. I am looking to leverage one of the two options, but have found minimal documentation on them.  What I have found, is that the WorkFlowStatusImage is related to values in a Status column like "2" equals a green circle, "10" equals a red circle.  This uses the XFClientImageTypes library. I am not sure how to leverage this library and populate my SQL table/grid view with one of these status images/icons.  Any assistance is appreciated. I have the status column value equal to "2" or "10" but I can't get the icon/image to display on my grid view component.

Hi everyone,I'm having an issue with a cube view. I have a column whose parameter is E#GroupEntity.Base. When launched, it shows one base entity per column, with its respective data.I need to place a new column at the end of the cube view that sums the values of all the base entities. I tried to use the CVC function to sum columns, but it only sums the data of first base entity, ignoring all the other base entities.Is there a way to achieve what I need, and if yes, could someone please help me? Thank you!

I am creating an alternate roll-up of our accounts for some specific reporting which requires that certain accounts only return data for specific departments.  What is the best way to do this?  I tried using a dynamic calculation to create new accounts that filtered on UD2 but it did not return any data.  The formula that I used was   Return api.Data.GetDataCell ("A#61550:U2#Dept48")

Is there a method or tool that can edit dashboard frames (names) in bulk? I would like to create a base dashboard template that would include headers, content, and footers. This would be copied & pasted to separate maintenance units and then customized for each dashboard.  Is there a way to bulk-edit dashboard frames, or assist with copying & pasting dashboards without renaming them one by one? The only way I know of now is extracting to an XML and changing the text through notepad.

I have created an SQL table editor component for one of my applications.  One of the columns in the SQL table can be updated by the user, and is tied to a parameter that is used as a dropdown by the users.  However, if the user tries to update that column in two rows to the same value only the first row will be saved, but if the two rows are populated with different values from the linked parameter the table is saved just fine. Has anyone else experienced this?  Has anyone discovered a workaround? Thanks, Tom R

Our cube view cash flow reports were built using an account hierarchy and includes parent cash flow accounts to rollup base accounts.  The cash flow reports were originally built on a YTD basis.  Later the view parameter was changed to also generate cash flow reports on a QTD or MTD basis.  The QTD and MTD cash flow reports reflect the correct calculated movement of balance sheet accounts for the parent cash flow accounts, but still reflect YTD calculated movement for the base accounts.  Any income statement accounts included in the cash flow reflect the correct YTD, QTD or MTD amounts for the parent cash flow and base accounts.  OS Community - Does anyone have a similar cash flow report build including options to generate the report QTD or MTD and solved obtaining QTD or MTD balance sheet base account calculated movements?

We have several applications calling OneStream data adaptor via Rest API. Very frequently and randomly the connection fails with a 500 error. If we wait and retry the connection is successful. We have not been able to find the root cause.  We observed that when the Rest API has 2 entries in the Log Activity table in OneStream the connection is successful. The screen shot is from the Logon Activity table in OneStream. Every so often the connection fails with a HTTP 500 Error and we observed that only one the set is entered in the table. Have any of you encountered this type of issue.