OneStream Platform Forums

Hi, Please advise if we can add sub headers in CV columns, For example below the main CV Col header has Opening Balance and Cash Invested in Col1 and Col2. But for section 2 below I need the Col header to be Closing Balance and Opening Balance and for Section 3 I need the col header to be Disposal and Sale. Please advise if any user has managed to add sub headers in columns in CubeViews. Any suggestions will be much appreciated. Please note I need the header in Col/Row intersection cell and not in the Row Header. Thanks Sam Opening balance Cash invested Joint venture equity Corporate Group 82,763,441 8250000 Corporate Group 6,000 XYZ Group Limited 132,000,000 Joint venture equity 1,322,873,882 8250,000 -------------------------------------------------------------------------------------- Closing Balance Opening Balance BAA0400400 1,384,034,25, 316,131,428 BAA0400500 -74,503,772 -128,015,962 BAA0400601 518,818,000 518,818,000 Total Cost 1,828,348,482 706,933,466 ------------------------

Originally posted by Rich House4/22/2020 Hi, can I do this in transformation rules. I have cost centres 10001, 10002, etc. in the source in OS I have CC_10001, CC_10002 etc. Can I write a mask rule that says rule expression * and target value CC_*?

Happy start of recession and layoffs, everyone !!  😋 We need to import flat file that has a row of header followed by rows of data like this: |R|Year|AA|BB|Account  |cc|dd|ee|      |0|2022|  99,953,899.56-|      | account123   |          |     ||| Do you have a sample BR that reads this text file and  return the Column Number of unique header AA?  BR should return the number 3.

We had an issue this month where an admin opened a prior period and allowed an import to be loaded, without proper approval.  We discovered this during our quarter end procedures because our quarterly results didn't round properly; however, we would like to be able to run a report that would show us the last time periods were opened or closed to ensure we remain SOX compliant.  Is there a report available that would give us this information?  

This is a basic question related to cubeviews. When I open cubeview_1, it closes cubeview_2.  When I open cubeview_2, it closes cubeview_1. Is there a way to keep both my cubeviews open in the desktop?  This seems like a silly U/I constraint to restrict users from working with more than one cubeview at a time.  We are using Desktop v.6.5.0.12623. Any help would be appreciated. Thanks, David PS. I have lots of peeves about the U/I but this is a major one.  Others include No standard ribbons, like every other windows app Navigation tabs that are shown across the BOTTOM of the Window!?  Mousing around the top, left, and bottom of my screen is just bad. Very low support for keyboard shortcuts. (even basic things like Ctrl+N, Ctrl+S, etc) Virtually no right click (context) menus etc.  None of these are rocket science, and hopefully I'm not the only one who is complaining...  

can you keep a QV POV separate from the main POV so I can look at 2 things with 2 different POV's at once? 

Cube views are the main building block for reporting Question Credit: Nick Hymes   Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Looking to use a Sparkline or Chart in Reporting Studio.   It has to show the trend of the first 6 column in my CV.   For Sparklines, you can only supply a single column.  How am I am able to show the trend of the first 6 columns for each row?

Hello All, I want to display the default currency value for specific entities in a cube view. Account being displayed is of type Balance so ShowCurrency setting fails to display currency here. Thinking of writing a XFBR rule to pull currency and display custom names in the rows along with Entity names. Is there a better alternative to achieve this? Any leads would be appreciated.

Hi all,I would ask your help on this topic.I would like to develop a workflow in which the requested steps are different from month to month.The goal is to have a basic input package for all months plus additional steps required only during the quarter closing periods (MAR, JUN,SEP and DEC). See the example below ExampleJAN:    Forms:    Balance Sheet, PL    ValidationFEB:    Forms:    Balance Sheet, PL    ValidationMAR:    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...)    Validation    CertificationAPR:    Forms:    Balance Sheet, PL    ValidationMAY:    Forms:    Balance Sheet, PL    ValidationJUN:    Forms:    Balance Sheet, PL, BS movements, Additional disclosure (like flows, headcounts...) 

We'd like to calculate CAGR in cube views, is there a formula to use in the cube views? If there are formulas that only work for dimension members and business rules I'm also happy to hear, then link to the cube views. I already tried "POWER(x,y)" and "x^(1/y)" and they don't work. Thank you in advance!

Within the Dimension library, is there a way to start collapsed vs. expanded.  even if you collapse the top, when you expand down, the children are not collapsed but still expanded.  We have some very large Dim's with many levels and it is hard to visually find what I am looking for.  Would love to be able to start at the top and expand down (like you can do in excel). Is there a default setting somewhere I can change.

is it possible to add a blank row in the account field?  i found that you can use A#None and it will make the numbers blank. is there something else you could use to make the numbers blank and make it say something besides None or something else? 

Hi, is there an easy way to prevent users to work on wrong periods? It seems that all periods in Onestream are open for data load.   This request is mostly related to statutory consolidation.   My concern is that some end user can start working of Jul 2042 (instead of July 2022) after realizing after a week that he is working on the wrong period. I know that in Hyperion the admin had to "initialize" the data unit setting the "Review level" as "First pass". If status is not "First pass" nobody can work. Instead in Cognos Controller the same feature is achieved with the "Submission" creation, where the consolidator selects Scenario and Period to open and which forms are assigned to the specified submission. If Cognos submission is not set obody can work.   I am wondering if there a standard feature in Onestream to lock all periods and then enable them month by month?   Thanks in advance for the help, Marcello 

Is there a way to get the value of the cell that is 1 row above and 1 column to the left of the cell?I have a cube view with 2 columns, one is for actuals and the other is for estimate months. The actual column is going to pull the account value directly, but the estimate column needs to pull in the starting balance and then make adjustments. Below is an example of the data: The 'Last Month Ending Balance' row is where I am having an issue and tried to use variables such as |CVSubPeriodPrior| but I get the same value for all of the estimate months. Is there a better variable to use or could I use a simple offset formula to pull in the value of the cell 1 row above and 1 column to the left?

Hello OneStreamers,I've just upgraded to version 7.1.1 and noticed some unfamiliar messages popping up in the Error Log:Summary: OneStreamRelay Service startup has Disabled!.Summary: Smart Integration Connector Service is disabled.I've checked the release notes and reference guide and couldn't find any topics related to these services. Can someone please explain or point me to the related documentation?Thanks,Cosimo

I'm working on a cube view that displays reporting data in a quarterly trend. The end user would select which quarter they want displayed and the CV would display that quarter along with the 4 previous quarters.  Ex. User selects 2022Q1 and then CV displays the following columns 2021Q1, 2021Q2, 2021Q3, 2021Q4, 2022Q1. Data would be displayed quarterly in each column. Any suggestions on how to write columns based on this criteria? Thanks.

hello! Is it possible to bookmark reports generated through books? 

I am working on a cube view that will show balance sheet data for actualized months next to estimate months. I would like for my rows to reflect actual data for the months that have been actualized and then within the same row show my estimated future data for the estimate months.The difficult part I am running into is that I need to use a different UD4 for my estimate months in order to allow the ability to overwrite the estimated amount.I believe a business rule that would dynamically change the Scenario and UD4 would give me what I need.

When I try to run reports for certain entities, I get the error "Value was either too large or too small for a Decimal" . Does anyone know why this is showing and how to resolve this issue?

Hi, I found this post from a year ago.  Has the solution mentioned been added to the product?  I have this exact situation and looking for the easiest solution. thanks, Greg   https://community.onestreamsoftware.com/t5/Office-Hours/How-do-you-clear-elimination-records-for-parent-members-that/ta-p/1224   Answer The data is stored in the intersection even when the parent is removed. To clear the data, you would need to put the children back under the parent, run a DM job to clear data that is for E#[YourTopParent].DescendantsInclusive and T#[YourApplicableYear].DescendantsInclusive and then force consolidate. This will clear the elimination data for the parent (but also the data for the children entities). Then, the parents can be deleted/removed as needed. Note: There is a pending update to the product to address this in a future release.

Hello,is there a way to automate the creation of form template assigning the same name of the cube view?I have 30 disclosure forms to be added in a "form profile" and I am wondering if there is an alternative way of manually creating a "form template" for each "cube view". Thanks in advance for the help.Marcello 

Hello,Does anybody know what's the logic for TimeKey creation?As I see it's 10-digits code, but I can't see any logic behind it.Example:"TimeKey": 2018003000,"TimeName": "2018M1". Thank you.

  "Cube" is another name for the Financial Model Question Credit: Nick Hymes   Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hello, I have a question in regards to cube views - I have multiple rows in the report, some of them including member extensions, and I am gonna write here an example: Row 1: A#Rent Row 2: A#Penalties.Children Row 3: A#OPEX Check that I want to make: GetDataCell(CVR(Rent) + CVR(Penalties) - CVR(OPEX)):name(Check) Instead of getting 0 on the check row, I get to have a difference due to tha fact that the formula only takes into consideration the first child of Penalties, ignoring the rest of the children. How to accomodate/change the formula in order to have all the children into consideration?   Thank you, Ioana