Reporting

These templates can be customized or extended without requiring a complete start from scratch.  Wow, I saved hours using these. 12/24/36-month income statement trendYTD vs PYTD performance trendsForecast accuracy trend analysisVariance and driver-based analysis visuals

Hi,We have installed ONC after upgrading OneStream to version 8.5. Before that, we were using the standard application reports and attached the Intercompany Matching Report as part of one of our workflow steps. Is there a way to replace that by the ONC Intercompany report instead? It seems like we can only add the Frame_ONC_OnePlace dashboard as when we add the individual interco report we get the following prompt: Any ideas would be very appreciated.Thank you for your help!

Has anyone built a cube view, or more likely a dashboard, that can automatically compare the base level members of 2 or more hierarchies in a dimension to identify exceptions?  We do this manually now in Excel but was asked by the users to put this comparison in OneStream. I thought this might be an application report, but I don't see anything close.  Also, we are currently on v7.4, so if there is a feature in the latest version please pass along. Thanks!  

We have an Excel workbook with a *lot* of embedded cube views and table views. Some sheets have two Cube Views with Excel formulas showing significant differences. Others have stacked Cube Views showing Import, IFRS Adjustments and Total. We cannot use Books because of this. It takes about an hour to refresh the workbook so we want to automate the refresh somehow.Anyone have any suggestions about how to automate the refresh?ThanksMarcus

I'm building a cube view with the above requirements. It should should something like A#Net_Income.Tree, but in reverse and it should also exclude base members. I've tried a few combinations like A#Net_Income.TreeDescendantsInclusiveR.Where(HasChildren = True) (no results) A#Net_Income.Tree.Where(HasChildren = True) (only shows top member) A#Net_Income.ChildrenInclusiveR, A#Net_Income.Children.Children (wrong sort order) I've also tried including the .Remove() function in a few different ways with no results. Manually specifying the base members is not an option. I believe the issue is that the .Where(HasChildren = x) function is not compatible with the .tree expansion. Has anyone built a report with these requirements that could guide me in the right direction? Thanks in advance.

Hello,I'm using OneStream version 9.0 and have built a dynamic dashboard that serves as a container to display other dashboards. The dashboards being displayed were created in older versions of OneStream and use parameters to define embedded dashboards.When I try to open these dashboards within the dynamic dashboard, I get the following error message:#ERROR: Unable to open embedded dashboard '[dashboard to display name]' while processing component '[my embedded dashboard component]'The dashboard to display name is correct, so the parameter seems to be working. Also, when I open these dashboards directly (outside the dynamic dashboard), the embedded dashboards display correctly.Is it still possible to use parameters to define embedded dashboards within a dynamic dashboard in version 9.0?

Using an expansion such as .Tree is there a way I can have the header text display the member description for parents and the name & description for base members?

I am trying to create a fx account that would dynamically pull based on scenario.  Below is the code I used for actuals and budget rate and it works great, however, for our forecast rates it does not pull any data.  The picture below shows the names of our fx rates, ie FCST_111 etc.  How do I create an account that would pull Fcst rate associated with the relevant scenario, ie S#fcst_1_11 = fX RATE = FcstAvgRate_1_11   Dim viewMember As ViewMember = ViewMember.GetItem(api.Pov.View.MemberPk.MemberId) If viewMember.IsAnnotationType Then     'Return an empty string if this is a text-based dataCell.     Return "" Else     Dim destCurrId As Integer = api.Pov.Cons.MemberPk.MemberId     If destCurrId = Currency.USD.Id Then                     Return 1.0     Else&nbsp

Hi, I am attempting to upload files for our Narrative reporting and I am failing miserably here... I would like a CubeView report in either Microsoft Word or PowerPoint. I have following the instructions online within Word to Insert >> Field >> DocVariable and input the Syntax as instructed: I add it to my Narrative files and keep getting errors about parameters. I went as far to change the report so there are no parameters and all the dimensions are defined within the CubeView. Any ideas what I could be missing? Or does anyone have an example of what they used for their syntax and uploads? I can't seem to find this initial step.     

In-Sheet Actions In-sheet actions enable you to quickly interact with your data directly in Excel and Spreadsheet. Creating a button streamlines the following actions:  Refreshing a worksheet or workbookSubmitting a worksheet or workbookRunning a data management sequence When you insert an In-Sheet Action button (e.g., Submit, Refresh, or Run DM Sequence) on a Quick View sheet in Excel:It defaults to size 12 fontAttempts to increase the font size (e.g., via Excel formatting) often do not persist after refresh or submissionThis can make the button look too small or misaligned in more styled dashboards. If you managed to format this In-Sheet Action very well, I would appreciate your input. Cheers

I created a Reporting book with a loop on CC's. Is there a way I can filter the Tabs without data in the Report? I am planning to implement and test the options listed below but I also wanted to check with the OS community if they ran into this issue and the solution they implemented to fix this Issue. 1.Assign a Text to the CC's with Data and use IF condition to only export data for the Cost Centers with the Text 2.Create Alternate Hierarchy for the CC's that have Data (Note: This list won't change)

Hi there, Im looking for tips and tricks, whether thats any tips on turning an excel file into a OS report build etc. Any insights or documents are appreciated!

Hi ,  I am trying to use the V#Trailing2-12MonthTotals in my reports. Could any expert users please advise if the TrailingTotal in View Dimension works only for P&L numbers or they work for Balance Sheet and Retained Earnings totals also.  Any reponse will be much appreciated.  Thanks Sam  

Hi Team, In our report we are having multiple formula's in row and columns (Can't apply the row or column overrides). So, have created a UD8 Dynamic calc. though after applying the UD8 member in column, row formula is overring the UD8. Can please help us to resolve the issue.  

Hi I tried to put Dashboard in Report (Onestream Book) but not able to see any dashboard details in the book. Its dashboard report is stage data filtered. Also, can we add the dashboard in excel Book ? Can you please help me with the parameter?    

Hi  I have been trying to dynamically update the short name for UD3 but somehow the i am not getting the result. Not sure where i am wrong. Please help  

Hi everyone,I'm currently working on a dashboard that, through the use of a SQL table editor, will show data stored in a table. Below an example of one row from that table:The interface of the SQL table editor allows me to filter the data to show only specific rows, and I added a filter for the columns T_ENTITY and PERIOD: The first filter (T_ENTITY) works as expected. The second filter should filter out those rows in the table whose Period differs from the one selected by the user in the WF. Nevertheless, if I use |WFTime| as parameter, it doesn't show any row, even those that have the same Period as the WF. If I instead replace |WFTime| with the static period (es 'PERIOD = '2022M11'),  it works fine. The conclusion I take is that |WFTime| is not equal to the current WF period. To check that out, I added the following label to the dashboard header, setting its value equal to |WFTime|:and it shows exactly the current WF period:Is it possible that the parameter |WFTime| d

Hi Community,I have a question. I'm working with a SQL table editor and need to implement dependent dropdowns. Specifically, based on the value selected in the first column, I want the second column to display a corresponding set of dropdown options.Is this possible to achieve? If so, could you suggest any approach that can help me implement this functionality?Thank You!

Is there a way to pull time in newest to oldest? T#|CVTime|.Prior11 ---- Pulling M4 on an Oct - Sep 2025 calendar. This will pull Feb 24, Mar 24, Apr 24, May 24, Jun 24, Jul 24, Aug 24, Sep24, Oct 25, Nov 25, Dec 25. How do I pull the opposite - Dec 25, Nov 25, Oct 25, Sep 24, Aug 24, Jul 24, Jun 24, May 24, Apr 24, Mar 24, Feb 24?

Hi everyone, We currently use OneStream to prepare our consolidated financial statements in Excel, using retrieves linked to OS. But in the end, we still manually copy everything into Word to build the final report. We’d like to automate this process as much as possible to reduce errors and save time. We need to include notes and commentary under certain tables, so Word is our preferred format. Is this kind of automation possible directly in OneStream? If not, what tools are you using to produce your final reports?Any best practices or recommendations would be much appreciated! Thanks in advance for your responses! 

Hi Community,I have a dashboard that includes a Cube View and a button with the "Save Data for All Components" action. Users enter data directly in the Cube View and click the button to save.I’d like to implement a custom validation step before the data is saved. Specifically, I need to calculate the sum of four specific accounts, and if the total is not zero, I want to prevent the save operation and show an error message to the user.Is there a recommended way to intercept the save action and apply such a validation check? Any guidance or best practices would be appreciated.Thanks in advance!

I am a Financial Planner and Analyst and My Organization use OnStream. I want to understand better how to extract the data for Multiple scenarios (act, fcst, budget, py) using Member filters, variables understand workflows, and parameters?       

Hello I have a query regarding Graph editing in OneStreamI wanted to know how we can edit the graph in OS. Eg: The client has a waterfall chart built for the EBIDTA and they have the previous 2 years comparison as well. However the October and Nov month shall start from the start point 0 similar to Sept Month whereas currently they start where the previous moth ends. Also the colour of the bar for Oct and Nov shall be Blue similar to Sept and Dec month 

Hello everyone. I have a problem. In the header of the previous year's column, the month keeps disappearing and only the year remains. Do you know how I can make the month display ? Please.. 

Hi all,I recently launched the consolidation process for my client, and the amount under the plug accounts is unusually high.I would need to develop a cube view showing, for each account in the rows, the amount that was loaded into the corresponding plug account during the consolidation process. Is there a way to do that?Thank you in advance!