OneStream Platform Forums

Is it possible to create a custom header on a cube view when viewing the report in Excel?  I was able to create my custom header for the Report view but I can not find any options available to change the header font and size on the Excel view.  I do see in the Application Properties where the Headers can be formatted, but I am looking to only modify one header for one customer and not all of the headers. Is that possible? 

Good afternoon, How can I pass a parameter selection from a Button/Combo Box to a URL within a text editor component. The client would like to select the UD4 and have it retrieve a Word doc / Text Editor for that selected UD4. I have the current URL in the text editor as this: Documents/Public/DashboardFiles/|!Fin_Dept_Select_ColSet!|.docx   Thank you, Stephen

Within the scenario dimension does the workflow tracking frequency / Start Time / Finish time affect the forms templates form frequency? We had scenarios that run for 4 months with the start month and workflow month being the same, the quarterly/half year forms worked as expected. We have since changed the work flow start and end times to be the full calendar year (all 12 months), but this has caused the the quarterly/half yearly forms to no longer appear in the workflow. They only appear if the frequency is set to monthly. Can anyone explain before i raise a ticket? Thanks      

Hey everyone! I've added a new department to my application and just realized it's not showing up as an option when I'm adding a new headcount-- see screenshot below. Has anyone seen this? I added 7 other departments together and none of them have this issue. I don't know where else to look for errors so any tips would be greatly appreciated.    

Hi all,I'm having an issue whereby I'm importing profit and loss actual's data via a csv file into one of the data upload workflow steps we have set up.However some of the data is being loaded into months it shouldn't be, even though on the in the csv file the data is pointing to the correct time period.So for example in the upload file, data is put against time periods such as 2023M1, 2023M2 etc. Having imported the data, validated it and loaded it to the reporting cube we have, some of the data is being loaded into 2023M1 and also 2023M2, when on the upload file it's only on there once against 2023M1.I've checked the transformation rules and everything is set up correctly in terms of translating the import file, so I was wondering if anyone has come across this type of issue before or if anyone has any advice as to where I could look next?I'm pretty new to OneStream so any help would be much appreciated.Thanks,Ged

Hi, My client has asked me to build a report with all subsidiaries and associated companies with respective Percent Ownership. I am aware that I can retrieve this through XFGetRelationshipProperty in Excel add-in but I wonder if there is any way to retrieve it in a cube view?

Originally posted by Jacqueline McBrideI tried running a CubeView I just created and received the following error message: "Error processing shared Cube Views. The maximum number of Cube View references has been exceeded." The application I am working in shares many row sets and column sets for various CubeViews. Does this error message means there is a limitation to the amount of times you can share rows/column sets? Thanks in advance! -Jackie

Hi , I was wondering if anyone who has implemented OneStream has come up against issues from their IT Security people with OneStream decision not to empoly a Web Applcation Firewall (WAF) as standard. This seems to be a common requirement of most IT Security governance approvals so I'd be interested in seeing if anyone has had this issue and how they resolved/accomodated it.   many thanks   Steve

Hi, I noticed that when exporting a workflow/cubeview to excel the default save location of that file is C:\Users\xxxx\AppData\Local\Temp\OneStream. The local IT group policy is to empty that folder upon rebooting the computer. This path is not setup in my own/local excel options. Is there a way to change this folder location to for example 'downloads'? 

Originally posted by Priya GnanabhaskarWe have created a department level report which shows all expenses pertaining to a department in our actuals cube. This report consolidates the balances across all our legal entities for each department [e.g. IT].  The expectation is to create a drill through report that shows all the data loaded from the GL across all entities.  In the current drill through the user has to drill through each entity to see the transactions loaded from GL. Is there any way to achieve this drill through?

Originally posted by Cheryl Nasta Has anyone successfully created an external data connection to a database on an AS400?

Hi, Can anybody help with this error? what we need to check for this in business rule.       

Is it possible to change the Fiscal Year Month Type in the time profile after an application has had data loaded to it? For example from Fixed Weeks 4-4-5 to Calendar Month?   

Currently when we open excel the context pane automatically opens. Is there a way to disable so that it does not appear automatically?

Hi,I have persistent derived figures in some calculated accounts that I cannot delete.My account is set with ZeroViewFoNonAdj = YTD, but for some reason the derived figures still appear in Grey in my Cube View:Is there an soft way to clear or reset this (except a Clear/ reset scenario) ?Thank you.Aurélien 

Hi everyone, I have been looking in the marketplace to see if there is any tutorial about 'Best practice' to set up Securities in OneStream. I couldn't find anything. Do you have any approach to suggest? Do you use the Child/Parent group often? It seems like it could become quite messy.. Any comment is very appreciated Thank you in advance

Looking for anyone who has used the CVRC() function successfully in their Cube Views. If so, is there anything special you are doing with the syntax for the Row or Column Index #?According to the OS documentation, I should be able to simply do this:  GetDataCell(CVRC(RowName,RowIndex,ColumnName,ColumnIndex).... ETC.) Example:  GetDataCell(CVRC(MyRowA,1,MyColA,2) + CVRC(MyRowB,2,MyColD,4) But even with the most basic test cube view, the result is always giving me an Invalid Index error.Is there some special way to express the row or column Index # that I'm missing here?Thanks in advance for any advice

Is there an easy or single step way to add a book to run from within another book?  Trying to avoid re-creating the book from scratch just to use elsewhere.

SOURCE: ONESTREAM CHAMPIONSHi Team,Just want to understand, can we customize the standard Drill down reports or may be add 2 more rows in there and call some cube view reports from there.https://discourse-static.influitive.net/uploads/db_8467a788_7b9e_45b8_8b6c_d37e1967220d/original/1X/7e895d9991933241d561622179a47990f62958d3.jpegCustomized Drill down.jpg701×421 61.3 KB Regards and ThanksDarpan Bhansali

Hi All, Has anyone set up a new scenario to load stub period data and is willing to share your experience. I will need to produce financial reports for the full year 2022 and partial year from Aug-22 to Dec-22.  So, I am thinking of copying Aug-22 to Dec-22 actual data to another scenario “Actual22”.  The data will be in USD to avoid translation issues.  However, I am not sure if I should use the same Scenario Type “Actual” for “Actual22” because of the business rules set up in Flow Dimensions for the opening, movements and closingCalc.  What do I need to change if I use Scenario Type “Actual” or another Scenario Type?  What are the other considerations I have missed? Please shed some light. Thank you in advance!

Originally posted by Eric Osmanski 5/15/2020 Is there something up with V#Footnote and V#AuditComment? We have a form where the user needs to enter in comments. There are no conditional input rules in this application or Data Cell Access restrictions on the Cube. If we use V#Annotation, V#Assumptions, or V#VarianceExplanation, then everything is good and the column is open for input. If we use V#Footnote or V#AuditComment, the column is read only. What am I missing?

Hello;  Would it be possible to round a number in a cube view? For example I have a result in cube view which has a value of -839 for an intersection, would it be possible to make this value to -840 using the Round or any other function in a cube view report.    thanks, in advance for any support!  

Hi,Is there a way to find the primary node or secondary node of a member with alternate hierarchies in OneStream like the default parent of a member in Hyperion HFM?

Hello, This is in reference to accepted code sample posted for adding a dimension member through an Extender Business Rule. https://community.onestreamsoftware.com/t5/Accepted-Code-Samples/Extender-Auto-Create-Member/ta-p/6921 SaveMemberInfo Want to understand which tables are impacted by execution of the routine SaveMemberInfo. Does this make entry to the following tables? Member MemberDescription MemberProperty Relationship RelationshipProperty Please mention if I have missed some table here. Also, the article says that audit information is not stored with this save routine. Kindly confirm if below are the audit tables which should have the relevant details: AuditMember AuditMemberDescription AuditMemberProperty AuditRelationship AuditRelationshipProperty Would like to understand in general what information do below tables store? AuditParserDimensionAttributes AuditParserDimensions AuditParserLayouts  

Hi All, I am trying to get my member formula to calculate an unbalanced balance sheet and I built a Quick View to see the calculation. However, it does not seem to be calculating anything with the member formula.    The following is the member formula under 'Calculation Out of Balance'   If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then   api.Data.Calculate("A#Calc_OOB:U1#Manual_Input:F#EndBalLoad:I#None = A#Total_Assets:F#EndBalLoad:I#Top - A#Total_Liability_Equity:U1#Calculations:F#EndBalLoad:I#Top")   End If Any guidance would be greatly appreciated!