OneStream Platform Forums

I just had a call from an Excel user who uses the OneStream addin. He has a number of reports that he's been using, but they're working differently today, and we don't know why. Instead of retrieving all of the records and exporting them to a single page, he's getting about 59 entries on page 1, and then page 2 has the next 19 entries, and 23 entries on page 3. I don't know what the pattern is that is causing OneStream to separate these among several pages. Is there a preference or an option that controls this and that he might have accidentally changed that would cause his retrieval to be paginated?

Hello,I try to put a condition on workflow months in the data source, but i dont know how to call them in my Complex expression, does anyone have an idea ? Thanks 

Hi All, I was wondering if it was possible to pass through an XFBR to cube view column / row sharing.  In this example, we are trying to dynmically have the column template passed through to the cube view using the XFBR string. The string is looking at the workflow and based on the name of the workflow profile the rule returns a specific column template.  When I stick the XFBR string into the column sharing I receive the following error:   Any insight on how to most efficiently do this would be greatly appreciated! Cheers, Amar  

Dear Community -  I'm building a dynamic prior year formula for my Variance Cube view. However I want to pull the MonthNo (e.g. M10) from the parameter I have |!SelectCol1Period!|  so that it can reference the accurate period based on selected by user period. Currently it pulls the PY from POV instead of what the user has selected as his time period.  Wondering if their is an API function to call a parameter?  Here is the code I'm working with: Dim SelectedTimeMonth As Integer = api.Time.GetPeriodNumFromId(api.pov.Time.MemberId)Dim SelectedTimeYear As Integer = api.Time.GetYearFromId(api.Pov.Time.memberid)Dim PYTime As String = (SelectedTimeYear - 1) & "M" & SelectedTimeMonth Dim Amount As Decimal = api.Data.GetDataCell("U8#None:T#" & PYTime).CellAmount Return Amount   Here is the front page of my cube view:  Let me if I can answer any questions.   Thanks for the help.  

Hello Few of questions on using cell details 1. How can we add different classifications for data entry via cell details ?  I have created dashboard parameter for same , however its not reflecting in respective cube view or form.  2. Is there any existing report for displaying cell details ?  3. Correct syntax for function - BRApi.Dashboards.Parameters.GetLiteralParameterValue , unfortunately sample code is not working  Thanks JA    

Hello All, I have requirement to present a number from an external table in cubeview so that number and a cube datacell number displays side by side. It is like doing a recon between two systems. Has anyone ever done that? I know I can do it in a dashboard using dashboard extender BR and display in a pdf report but I need to capture some comments from the user and store it in the cube that’s why trying to see if a member formula can do it so that it can be used in a cube view report. Are there any example anywhere in golfstream app to reference? appreciate any help.

I know when you open a cube view report as PDF it puts logo automatically. Is there anyway it can be displayed in excel export? never seen or done it but wondering if someone did it or have a work around. I have a requirement where we are doing an export of a Book in excel workbook (multiple tabs based on a loop in the book) and want to have the logo in the output so users don’t have to add it manually.

Dear Community,I was wondering if there's a way to have a component "embedded dashboard" that would target a Dashboard from another Maintenance Unit ?The idea is to open a dashboard ( Predictive Analytics 123  dashboard) as an embedded dashboard in my global navigation dashboard which is in another maintenant unit. Regards,

Originally posted by Henning WindhagenHi All, did anyone here write a macro in Excel to kick off "Submit data"? A customer wants to enhance his data submission from Excel and was asking me about this.

Hi,I have created a new time profile with M1 named Apr etc., and updated the month start dates to be 4/1, 5/1 etc. to achieve an Apr - Mar calendar. Note that I created it after I created the cube, then changed the setting on the cube.The workflow shows the correct months, i.e. Apr at the top and Mar at the bottom.However when I load a file with a time key of 2021M1, instead of going to Apr it maps to Jan, May goes to Feb etc. Somehow it is assuming 2021M1 is Jan still, even though I've updated the time profile.All the lines in my file have a field showing 2021M1 but at the bottom of the log file I see this:----------- Data Keys ------------Actual - Actual | 2021M10 - 2021M10Has anyone else experienced this?Thanks

Hi. I have created a new Quick view report for the first time. I've set the POV parameters, the column dimension is Time and the row dimension is account. The report is not showing any values. I've drilled down to the base accounts. Still nil. Any idea why this might be? 

Source: OneStream Champions     Capture.PNG597×540 36.4 KB   Our timestamps are way off - anyone know how to adjust the timezone settings? We are on OneStream Cloud 6.5.

Source: OneStream Champions   Hi, is there a way to hide/format these repeated text in CV excel settings? I would like for e.g. “ProSolutions” to show once for every stats section.     image.png444×661 8.47 KB   Thank you!

Hi -  How do I create a scenario for prior year? I'm building a flux report (variance analysis) where I can compare data between different scenarios (e.g. Actual v. F9).   I was suggested to create this member in U8, and input a dynamic formula. However I am not sure what the code should be. If this is a route I should pursue, please advice.  Any ideas will be appreciated.  Thank you!    

Source:   Migrated from Champions I asked this question from OneStream staff at the Splash conference and OneStream support. I thought perhaps someone in this group has run into the same issue: The standard that appears to be used for calculating FX does not appear to be correct. It appears from the snippet that FX is calculating taking the month to date amount X month end closing rate - month to date amount X month average rate. From the Flow FX (Calculated) snippet: If (api.Cons.IsCurrency() And Not api.Cons.IsLocalCurrencyforEntity()) Then Dim timeId As Integer = api.Pov.Time.MemberPk.MemberId Dim rateTypeRev As FxRateType = api.FxRates.GetFxRateTypeForRevenueExp() Dim rateTypeClo As FxRateType = api.FxRates.GetFxRateTypeForAssetLiability() Dim closingRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeClo,timeId) Dim averageRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeRev,timeId) 'Calculate FX activity for current movement between Average and Closing

Originally posted by Felipe Alcorta Hello: We currently have our model set up with workflow profiles set up for each entity that interfaces with our ERP to import data.  I would like to give users the ability to see the status of their respective entity workflow profile status (i.e. completed or failed).  The report RPTA/Workflow Status/Completion Status has exactly the data that I need.  Admins can see it but users cannot.  Is the data in this report available via a quickview or is RPTA report the only way?  Are they governed by a default security profile?  TIA

Originally posted by Michael Gialanella 8/13/2018 For People Planning security - restricting Administrator access to the CentralRegister where confidential salaries reside. How have people managing the expectations with customers that are looking to restrict and hide salaries from XF Administrators?

Source:   Migrated from Champions Hi Team, Hope you are safe and doing well.I am attempting to display members using the if-else condition in cubeview.Does anyone know if it’s possible to use the if-else condition in Member Filter Builder Cube View? Thanks in advance

Source:   Migrated from Champions Hey Everyone, I am trying to create a report/cubeview for our regions. But how do I get the dynamic calculation inserted into my CV? (Highlighted Yellow) Do I need to approach it differently? Here is an example of what I am trying to create -   Thanks

Source:   Migrated from Champions Hi All,This is my first time posting and happy to do that!I’ve built a cubeview showing the clients in rows and Revenues in columns but struggling to sort my client based on the revenues (descendant).Is there any effective way to apply descendant / ascendant sorting ?Thanks

Source:   Migrated from Champions Hi! This is my first time posting but we’ve had multiple users trying to copy tabs that have quickviews to another file while keeping the connection instead of rebuilding. Is this possible? Thanks!

Source:   Migrated from Champions I built a mass upload template leveraging XFSet to use for our budget and forecasting processes that has a quick view to pull in all the accounts in our account dimension. I did this so that if we add a new GL account, the quick view updates upon refresh and is available for the users to budget/forecast to, rather than having to update the template for the users. The XFSet is hidden so users don’t accidently break the formula. The quick view is also hidden for the same reason. I have the sheet protected to further mitigate risks of users breaking the template. The issue is when we go to refresh the template which refreshes the quick view, the protected sheet won’t let the quick view refresh. Does anyone have a workaround to protect sheets while still refreshing the quick view?

Source:   Migrated from Champions Hi, is there a way to create ranking within cube view? for e.g. Ranking Top 20 branches based on branch Profit. I think it would involve writing a BR but not sure. Any ideas will be greatly appreciated. Thanks

Originally posted by Hans van der KempIf I look at the Data Adapters, it seems the method type "JournalForWorkflowUnit" contains the required information. So then I would need a Studio report based on that data adapter, similar to the RPTA -> is that the best approach?

Source:   Migrated from Champions How can I create a cover page in an XLbook (first tab in the excel book)? I have tried uploading .xlsx and .xfdoc.xlsx single tab excel files into File Explorer under Application Database and System Database. The cover pages don’t appear when the XLbook renders. This does work for PDFbooks.