Reporting

Hello - I have a cube view that's linked to another to show detail. I have bound parameters set on the time, view and account dimensions. These parameters are all working properly except for the calculated column I have in the main/parent CV - its a column that has a GetDataCell expression. When I right click and select "Navigate to Entity Drill" on a cell in this column, the account and view members are still correct, however the time period its passing through to the linked CV is incorrect. The time member it passes through to the linked CV is the period of the first column in the main CV. So for example, the time period of the first column is 2024M4 while the period for the GetDataCell column is 2024M8 - the linked CV will show 2024M4 even though the Cell POV shows 2024M8. How can I send the correct time period to the linked CV on this GetDataCell column?

Hello, I am trying to create a Dashboard with several cubeviews in it. I created a delimited list parameter with different categories of cubeviews. Does anyone know how to assign the cubeviews to the different display items?For examples, I will have a category "Sales" and when the user will select "Sales" in the drop-down menu, I want certain cubeviews to be displayed in my dashboard. thank you!!

Hello,There is this grid view property that has been bugging me for a while called 'Show Row Headers'. Using VB.Net, we cannot define 'Headers' for the rows of a DataTable object, so I'm curious to know how to use this property to the fullest ?By switching it to 'False', the only noticeable difference is this little blue arrow that disappears: I assume that we can have a CubeView-like formatting with Row & Column headers using the grid view, but I can't seem to enable it.Thanks for your help.

Looking to shorten a report so it fits on one page. The Auto fit to Page Width is set to True.Using General Settings, Report, is this achieved by adjusting the bottom margin? How else might this be achieved if the above is not the option.   

Hi all, looking at the Train Me download available in the OpenPlace exchange for our org. Am I following correctly that this is ONLY for video uploads? Some of our users do not like videos and prefer a quick reference guide instead. I'd like to layer both options in ....curious if anyone has rolled this out and your thoughts. Also open to any other suggestions for documentation on training and MEC task how-to's.  We have a Teams site but it's clunky at best and would like a one-stop place for all the info. Welcome any insight, thank you!

Are report components (report designer) drillable when using vStageSourceandTargetDataWithAttributes? I want to be able to click on a value in a report component and it provide detail specific to that value. I know this can be done with cube views and other things where bound parameters are passed. Can I do the same for report components? If so, how? I can easily get the detail but I want it to be specific to a value in the report.

Hi all. I am building a report that requires more overrides than the standard cube view template allows for. 10 rows of this report require overrides to the scenario dimension for one column. These rows have either multiple dimension intersections (e.g. A#Net_Income:U7#Modeling:U8#Top) or exist as GetDataCell calculations. Each of these rows needs the scenario dimension overrode. Using column overrides is not an option as these rows already use the 4 column override options for variance columns. I have tried pasting multiple rows in one override property, but if the override controls more than one row it erases the dimension intersections specified on the row (e.g. turns the above dimension intersection into the standard report POV members instead of the specified members). How can I apply the overrides for these rows? If cube views allowed for more than 4 column overrides this would be as simple as adding more fields, but I am out of fields to input. Thanks in advance.

Hello, I currently have a cube view that I am working on where the member filter uses UD1 (U1#|CVUd1|.Children) on the rows with a nested member expansion for Accounts (A#Headcount, A#Labor, A#Benefits,...) and the columns pull from two separate Scenarios (Actual & Budget). For the Actual columns A#Headcount works, but I would need to pull A#BDG_Headcount in the Budget columns. I know that you can do row overrides for most cases but considering that this is all in one row technically you can't just override it to switch to A#BDG_Headcount. Maybe? I was thinking that there may be an If statement that I could put in the member filter but am unsure how to go about it. The basic logic would be: IF S#Actual Then A#Headcount Else A#BDG_Headcount I think I explained that well enough, and I am hoping there is an easy example to point to. I appreciate anyone's input! Thank you, Jeremy Morgan

Hi all, Does anyone out there know if it's possible to 'nest' Cube View Groups or Cube View Profiles?i.e. can I somehow create this type of a view?  We have SO many profiles and Cube View Groups and it's just getting more and more difficult for users to find what they need in OnePlace.  Was thinking it would be so great to be able to create a Profile and add Profiles to that Profile (same with Cube View Groups) but I don't seem to be able to do that at least on the frontend.  If not possible, does anyone agree that this should be something for IdeaStream?  I feel like we can't be the only client looking for ways to better organize our Cube View structures in OnePlace for our users Region Monthly Reports   Canada       PNL     Bal Sheet     CF   US       PNL     Bal Sheet     CF

Hi, I have a Book that is not creating any data in Excel, it is supposed to loop through all entities. I know that there is data in the system that should populate the Book because I can retrieve single entities as CubeViews into Excel direct with their correct data. I have created other Book loop definitions this morning for other CubeViews and they have generated correctly, I even tried copying and renaming the variable elements from the ones I have created ( that do work ) but it will not export to Excel anything other than a blank tab for this particular CubeView. What else could be causing it to fail ?  Our "Loop" settings for ALL books is identical. The "If Statement" tab only varies by the account name ( copied and pasted so not incorrectly entered ). The "Change Parameters" tab is identical for ALL books. Finally the "Excel Export Item" tab has the cubeview name as "Name" and is connected in the CubeViewName field, output name is identical in ALL books. I have more complex

Dear community, I'm currently stuck with a cube view. My cube view have Projects (UD1) is first element of the row, then Cost Center (UD4) is second element of the row. The requirement is to show "Tot_CC" (UD4 dimension) when we are NOT in base level of project, but show base members of cost centers when we are in base member of project. I am using a CustomMemberList which should look at |MFUD1|, however the business rule is not parsing it, as the ErrorLog show me that the formula is looking for |MFUD1| and not the element which was specified in the first level of the row (see below). IS there another way to define conditional list of elements based on the first level ? Regards,

Hi there - Im creating a Supply chain report and the first page (cubeview) is a very generic page but I wanted to add an image of some sorts. Any idea how to add an image in cubeviews? 

Hello!I have one of the users receiving the error "OneStream Excel AddIn Setup Wizard ended prematurely" while trying to install OneStream Excel Add-in. The user is an administrator on the laptop.Tried a few things like closing all Microsoft office applications, deleting the APPDATA folders, restarting the computer....nothing help!Anyone faced this issue or seen this error before? If so, what steps were taken to resolve it?Thanks,Hari

Hi OneStream Community,During a UAT phase, one of our client’s users encountered an unusual error. When this user attempts to export either a CubeView or Dashboard using the "Export to Excel" button, a text file is generated instead of the expected Excel (.xlsx) file (see attached image). This text file is unusable.Interestingly, this issue only affects this particular user, while all other users are able to export successfully to .xlsx without any problems.As a temporary workaround, we’ve had the user export through the "Report" functionality, which provides the correct .xlsx output. However, this is not a sustainable long-term solution.Has anyone experienced a similar issue or know the root cause and how to resolve it?Thank you in advance for your support! 

We see some ghosted elimination amount stuck at parent level and they keep getting carried forward to the rest of periods. The elim amounts are greyed out, but still get aggregated up along the entity rollup. Is there a way to stop the ghosted elim amount?  We copied the actual data from Actual scenario to Fcst Scenario.  Actual scenario is fine, but Fcst scenario has this ghosted elim amount issue.  Is there any setting which triggered this?

hi Team, good day; it is possible to block the file upload in the Data Attachemnt cell? theusers need to type an explanation, not just upload a file. Please let me know if it is possible. thanks in advance. Regards Mario G

Just wondering if anyone out there has figured out a way to report the attributes/properties of a Workflow profile.  What I'm actually trying to do as part of a security overhaul is determine WHERE a particular security group is actually being used.I am using the XFGetMemberProperty() function to pull security for all of my dimension members but I need a solution to pull the security groups used in each of our FPA workflows.There is no built in security dashboard report to provide this and the best advice I've received so far is to download the application and search for the security groups there.  That's one way, but we literally have dozens of security groups set up so it'll be a long and manual effort.Would love to hear from anyone who's found a better way to do this.  Thanks

Is there a way to retrieve the Text field value in QuickView along with the $ values on the trended time report. The Country values are available in Text1 of the Entity Dimensions also have created a UD8 member formula to retrieve the values. But unable to retrieve both Country and $ values in one single Quick view.   Below is the format of the QuickView report. Where Country details can be retrieved from the U8#ENT_COUNTRY:V#Annotation:Name(Country). Any Idea?

Hi All, I was hoping to brainstorm a solution to a problem. Our auditors have requested a mapping of base-level data to the aggregated, financial statement line item data that appears in our financial statements. This is fairly easily done for the Balance Sheet, which only depends on the Account and Entity members to generate, but for the income statement we simply have too many data intersections (Account, Entity, Cost Center, Line of Business - generates about 15,000 rows of data) for a cube view to be able to process the request, even with suppression enabled. Currently, to work around the problem I've set up a book that loops through each entity (approx. 200) and exports an excel with each entity's income statement as a separate tab. I then have an excel macro that copies each tab into a single aggregated file that we can then send to the auditors. However, I was wondering if anyone has figured out a way to have OneStream do the work of aggregating all the tabs together so we don't

Need to burst out a file (ie multiple tabs) in excel to non-licensed users (ie preview of dept expenses for Fcst to managers).  I have done this with output being pdf (CV's and FXGets via Books), just not sure how to do with output being excel.  Right now I have it all working (bursting, passing parameters,...) and delivering an excel doc, just can't figure out how to convert the FXGet formula's to values.  File is getting delivered but still with the formula's.  This is when I am just using a direct link to the excel file on my App Doc's folder.  I have tried to insert the excel doc in a book but that just delivers an empty excel file.  Not sure what I am missing there.  Direct link to Excel allows the Supplied Parameters to be found and populated so I am thinking I am missing something on the Book setup. Anyway - Anybody been able to send excel FXGet report converted to static values via Parcel Service?  Can you let me know what I have missed.

Hi! We are exploring using Parcel Services for mass reporting. We would like the flexibility to create reports in Excel using XFGet formulas (as opposed to created Cube Views in the desktop) and then burst them into individual reports for different users. Is this possible, or has anyone come up with another solution for mass reporting with the excel add-in? Beth

Is it possible to change the color or format the header of a column of a SQL table editor component??  

Hi, I'm trying to run a cube view, but after running it I'm getting this error message "Error processing dimension. The item was not found. Dim, OneStream.Shared.Common.DimPk, 0, -1.". Other admin/super users are able to run it successfully without this error, but myself and others can't. Anyone have any idea?  

I am stopping users from running forced calculate/translate/consolidate with the following in "WcfEventHandler".  If args.IsBeforeEvent AndAlso (args.WcfServiceType = WcfServiceType.Calculate) AndAlso (args.OperationName="CalculateChartLogic" OrElse args.OperationName= "StartConsolidation" OrElse args.OperationName= "StartProcessCube" OrElse args.OperationName= "Translate" ) Then Dim isForced As Boolean = args.inputs(2) If isForced = "True" Then args.Cancel = True Throw New XFException(si, New Exception("You do not have access to Force Calculate/Translate/Consolidate.")) End If End If How do I stop users from running these functions in a report in excel? 

Hi All Is there a way to set default date to Now() in the Date Selector component of the Dashboard? Thanks,