Reporting

Hi, I wanted to check if there are any ways where we can set the members for each dimensions in the quick view by default as per our need so that the user doesnot have to update eachmember everytime while creating new quick view. Currently it is pointing to None for UDs, can we set any specific member to default?

Hi all,  I'm currently facing a challenge and do not seem to be able to get this to work. I have a CV displaying (amongst other things) a Dynamic Calc-Account (in Column) across Entities (in Rows), where entities have various currency. I want to be able to display the currency in the cell (with setting on CV cell format (ShowCurrency = True) I tried in essence the following in the business rule that calculates the value: Dim currencyID As Integer = api.Pov.Cons.MemberId Dim value As Decimal = 120.10 Dim result As DataCell = New DataCell(New DataCellPk(), value, New DataCellStatus(DataCellExistenceType.IsDerivedData, DataCellStorageType.Calculation)) Dim resultEx As New DataCellEx(result, "", currencyID, AccountTypeId.Asset) Return resultEx But that is not working unfortunately. Does anyone have an idea on how to get this working? Thanks Markus

I’m trying to create a text box component that can be added to a BI Viewer and easily updated by end users directly in OnePlace. The goal is for the users to be able to edit the text without having to modify anything in the underlying application or configuration. Here’s what I’ve attempted so far: Created a string parameter intended to store the text. Tried adding a dashboard parameter control (such as a text box) linked to that parameter. Embedded it into the BI Viewer view. However, this approach didn’t yield the desired result. The text either doesn’t update as expected, or isn’t visible to the user in the way I intended. Has anyone successfully implemented a user-editable text box that can be directly manipulated by end users in OnePlace and reflected in a BI Viewer component? Any guidance, best practices, or examples would be greatly appreciated! Thanks in advance for your help.

Is it possible to create a Roadmap inside of OneStream? If so, I am looking for some guidance on how that can be accomplished and how difficult it would be to maintain and update the roadmap when needed. 

Need assistance building this logic in for two conditional statements to return a value. The logic reads if one row is greater than 0.20 and another row is greater than 0.20, then 0 is the cell value. If not, then 1 is the cell value. Please let me know if I can provide any additional details. 

Hi, We have installed NRR and are able to upload documents. However, adding a cube view using the syntax is not working. Despite searching related articles and trying different syntax variations, the cube still fails to render:Syntax 1:{DOCVARIABLE"{XF}{Application}{CubeViewReport}{Abseentism_Rep}""IncludeReportMargins=False" "IncludeReportHeader=False""IncludeReportFooter=False" "IncludePageHeader=True""IncludePageFooter=True""}Syntax 2:"{XF}{Application}{CubeViewReport}{Abseentism_Rep}"We are on V8.2.2, does anyone have any tips? 

Hi all,We have built a excel report which includes multiple xfget formulas. However, an #Value error shown in the cell after refresh (refresh sheet/refresh workbook both are not working). I have also checked that the dimensions have been entered correctly in the formula.May I know is there any solution to address this issue?Thank you.Best,Jacky

Requesting assistance with a formula needed in a cubeview row. Im looking to add a formula to my CF forecast column, so the formula in the row would be:   ((A#AccountsReceivable:T#2024M12:S#Actual:V#MTD - A#AccountsReceivable:T#2025M1:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2025M1:S#Actual:V#MTD - A#AccountsReceivable:T#2025M2:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2024M2:S#Actual:V#MTD - A#AccountsReceivable:T#2025M3:S#Forecast:V#MTD))

Is it possible to create a custom XF formula for users to access within the excel add-in? We want to create an member offset formula.

Hello, my team and I have encountered the following unexpected behavior: District Loan Detail Dashboard On the initial display of this screen when we click "Run Drill-down" button, the 2 parameters from the Cube View do not get passed into the Business Rule correctly. As shown below in the error message:   It passed in GRP_16 which was from the previous "Run Drill-down" process, instead of the selected row's value of GRP_26 (UD7: "26 - Principal", Flow: "EndBalLoad"). So on initial display, clicking on the first row, which is already selected, does nothing and passes the incorrect (previous) values from the cube view. I have to click on a different row and then back to the first row to get the correct parameter values passed to the Business Rule. If only one row is in the cube view I will never be able to return the correct results because it is passing the incorrect value.   This issue has been present ever since we upgraded to version 7.3.3 from version 6.4.0.   We

Hi all, I'm trying to figure out how to insert a field within my report's Group Footer that would perform a calculation on other Group Sum fields. In my Group Footer, I'm summing up Contract Amount and Contract Margin fields from the Detail band. I would like to calculate the Margin % based on these sums and have no idea how this is done.  Any advice would be greatly appreciated! Cosimo    

Hi! I am building a CubeView and currently exceeding the 4 maximum column overrides. To work around this, I am thinking the next best option is to build a business rule or UD8 calculation that combines multiple formulas but need help putting together the language (unfortunately, coding is not in my wheelhouse). Does anyone have a current business rule or UD8 calculation that I can utilize that subtracts one column from another for multiple criteria? For example, below is what I currently have in the Column Overrides. I think I would still need to put the UD8 calculation in an override because of conflicting GetDataCell formulas in my rows/columns but because there are various views (QTD & YTD) and scenarios (Actual & PYRates), ideally would need to combine some of the formulas together in the calculation as to not exceed the 4 maximum overrides. Hope that makes sense. All of the column references is a gross margin calculation. For example: QTD_CY = Current quarter gross margin

Does anyone know if a Cube View Extender Rule can be used to dynamcially change a Header Text selection on the Cube View (i.e. Name, Description, Name and Description)?  I am trying but it does not seem that this option can be changed but maybe someone has had better success.

hi, I am trying to insert a chart into a Word xfdoc from the Word Insert menu and completing some data points, which I can do.  However, when I try to run/process the document out of OneStream it gives me an error message: Entries cannot be opened multiple times in Update mode.  Is a native Word chart not allowed?  The data is not linked to OneStream (although that would be ideal).  Is there any Event handler to work around this?  I'm in 8.0, not sure if this is available in Narrative Reporting in 8.2+?thanks,Greg

Hey guys,   Got the question internaly if there are any way in a cubeview to get rid of the search boxes in the column for the rows. And instead insert text value, like which dimension it is.  Looked around in the cubeview display format but can't find anything. Running OS 7.4. Thanks  

I've been hunting around for information on the last run date for cubeviews, I may not be looking hard enough but I don't think it's stored anywhere outside of taskactivity? If this information is out there somewhere in an easier to grab format please do point me in the right direction, otherwise is my only option to query this information from the TaskActivity DB myself and hope that it hasn't been cleared in the timeframe I'm looking to query? As a bit of background we have hundreds of cubeviews at this point and I'd like to clear up the estate. Ideally I'd be starting with data on when each cubeview was last run (possibly supplemented with how many times it has been run in the past year), followed by querying with the relevant departments whether the cubeviews are needed  based on this data. 

Hi, we are in the process of migrating into V8. while testing some of the dashboard we observe that BI Viewer is not rendering charts when it refers to dashboard. when running alone BI Viewer it is working fine.  can you anybody please help me this on priority . is there any option to enable?  working fine on 7.1. Thanks.

Hi Everyone,When trying to access the Spreadsheet section in our application, we were met with this error message that we did not recognize. We were unable to open the Spreadsheet section because of this unless we opened the application in a new window. Has anyone seen this error message before or know what the root cause for it was? 

Hello everyone,I’m working with a flat entity hierarchy and need some help.I have entities like FRA1, FRA2, GBR1, and GBR2. In a cube view, dashboard and/or spreadsheet, I would like to aggregate the amounts by region, such as FRA (summing FRA1 & FRA2) and GBR (summing GBR1 & GBR2). However, I would like to achieve this without creating a new hierarchy.Below is a representation of my goal:Do you know of any ways to proceed with this?Thanks in advance for any help or suggestion!

I am trying to calculate months to date in a cube view column based on a date entered in a text field within Entity Dimension members. The text field would display in one of the columns on the cube view report, and the goal is to effectively subtract the current month from that date's month to derive a total months to date calculation in another column. Any thoughts on how I can do this? 

After upgrading to v8, we seem to have lost the comma formatting that was there on the standard IC Matching Partner Detail report.   Is this something that I can change, and if so will I need to do this anytime there's an upgrade?  I can't find where this setting resides.    

Hello, I have a dynamic calc UD8 member, where I put small value grater then 0 (0.00001) to be able to display certain rown even when the initial value is 0. This works with FormulaPass, but does not seem to work with dynamic calc. Does anyone know if there could be a problem that dynamic calc values get supressed when all CV supressions are set to "True"? Thank you!

Hello We are trying to build a CV where we need two parameter selections by the user. The first parameter selection needs to be passed into the second parameter. The second parameter is configured as a bound list using Method Type as Business Rule, and the first parameter selection needs to be passed as an argument in the Method Query - but the BR is not able to resolve the parameter value and is only able to read it literally. Following configuration is for the second parameter The BR is reading t1 as "|!TestingPrompt1!|" and not the actual parameter value that was selected by the user. Any ideas on how to solve this are appreciated. Thanks!  

Hi I have a form and there is a balance sheet account, total input and validation columns. The condition is to check if the balance sheet account value has a value and total input has no value, if balance sheet account is 0 and total input has a value and total input is greater than balance sheet then validation should be 0. If balance sheet is greater  then total input then validation is 1. This validation is stored in a member formula and I was wondering how can I get the validation column to show 1 or 0 based on the conditionI have tried the SetDataCell() first but found out that on a member formula that does not work, which other function can be used. Your assistance will be greatly appreciatedRegards 

All,  We currently have a combo box (with entities) in a dashboard but we would like to make this list a bit smaller and based on the security rights a users has. I want to solve this with a XFBR which i afterwards attach to a parameter and that parameter in a combo box. Does somebody has an example of this XFBR code which i can look into? Or is there a better way to do this.   Thanks