Reporting

Hi All, We have a requirement to get journal report for all entities irrespective of which workflow was used to post the journals Example - There are different BU related workflow ( example BU M workflow )which has individual BU related entities assigned and there is another work flow - Central Group Adjustments which does not have any entity assignment. Users from BU M workflows would like to see all the journals posted via Central Group Adjustments which are related to BU M entities. We have different securities for each BU workflows and Central Group Adjustments as well. Basically all BU users should not have access to Central Group Adjustments workflow , but they would like see / view all the journal posted for respective workflow assigned entities.  We can always have an option to give read only access to Central Group Adjustments , but just wanted to check if there is any report which shows all the journals posted from another workflows as well ( assuming

I am trying to build a demo of Narrative Reporting/Extensible Documents and am having issues with the PowerPoint document.  I was able to add a cube view to a Word document and got it to render properly.  However, when I tried to do a similar test with the same cube view to PowerPoint, I get this error when trying to check the PowerPoint file back in:  It looks as though it wants a “document” and not a “presentation” so I feel like I’m missing something.  Thoughts?  Thanks!!

Hi everyone!I am working with a Pivot Grid dashboard item in the BI Viewer. I am investigating about the possibility of formatting the Excel export of this component. Currently, the exported file does not retain the formatting applied within the BI Viewer, resulting in a very non-user-friendly layout, with fixed column widths. Are there any options available?Any insights will be highly appreciated! :) Thank you!Have a nice day,Andra

Hello, I have multiple excel files using XFGetCell to pull data from OS.  What I would like to do is, (1) create a report book that includes the XFGetCell formulas to refresh data when the report is ran, (2) Set up a DM/Parcel Service to automate sending the file to both OS and non-OS users.  Is there a way to do this?  I do not want to re-create these files as cube views because they are customized for our reporting requirements and have some intricate calculations.Thanks,Tyesha

Hi I am trying to build a Genesis dashboard wherein for BI viewer the data source i have taken is cube view , I can not see the toolbar to create a chart or graph after giving source of CV.  

Hello Everyone,I created a pie chart using the BI Viewer in OneStream.The chart displays correctly when viewed directly in BI Viewer. However, once I add the pie chart to a dashboard, the labels are not fully displayed as expected.Has anyone experienced the same issue?Is this a known limitation when embedding BI Viewer components into dashboards? Is there a setting I might be missing? Do you know of any workaround to force labels to display properly?Any feedback or suggestions would be greatly appreciated.Thank you! 

I have a Dashboard Report I am building that consists of multiple Report Components. Each report component was created using a Pivot Grid. Users would like a button to press that allows them to export all of the reports into Excel at the same time, with each report being displayed on a separate sheet of the Excel workbook. Below is a screenshot of the Dashboard for reference.I have a Dashboard Extender Business Rule created for the export button, but I keep running into issues where I can't define the Export File Type as Excel Xlsx.Can anyone tell me if what I am trying to accomplish is even possible and if so, how? 

Dear Community,   It is very easy for a user to add comments on a given cell, using data attachments : However, what are the reporting possibilities for such comments ? Could we use them in dashboard, for instance to be shown as footnote of a dashboard ? Or could these be used as footnotes in pixel-perfect pdf documents generated from a cube view ?   Many thanks,

Has anyone worked with creating a Copilot Agent to ask questions about the metadata inside the app? I’m currently building one out for our app by created a document library, but this is only working for my documents.  I have tried to load up xml files to that document library, but CoPilot is having issues reading them to answer basic questions. 

Good day!  I am successfully using Specified Row sharing. According to the community AI, I should be able to specify a range of rows to be shared by specifying them as FirstRow-LastRow but this does not seem to work. Is this an AI hallucination?  

Hiwe have lately discovered that OneStream was very slow when going into Application/Workspaces. Totally 26 seconds.As a test I have then deleted 1 instance, and it reduced the waiting time with 6 seconds.The instance  is totally 264.000 lines, and file size is 40 MB.Any suggestion on how to avoid Genesis slowing the system?Are we the only how has discovered Genesis impact on performance? We are only testing Genesis now, but going forward we are worried what impact using several instances of Genesis would have on performance.       

Hello, hasanyone worked on dynamicGrid conditional cell formatting? I found a sample code (snippet and link included) on OneStream doc but it's not finding the objects when I try it. It throws a compile error saying XFDynamicGridRowFormat is not found.It is supposed to belong to OneStream.Shared.Wcf NameSpace, but I don't see the class in the NameSpace either.https://documentation.onestream.com/9.2.1/Content/Design%20and%20Reference/Presentation/Dynamic%20Grid.html 

SummaryUsers cannot share a link to their current view when working on a Genesis page. This breaks a common collaboration workflow — e.g. a Finance user filtering a report to a specific scenario or entity and sending a colleague a link straight to that same view — which already works today on classic dashboards.The technical root cause: a Smart Link can currently only open the Genesis container dashboard, not a specific page inside it. Which page displays is controlled by the internal cph_Nav_Home_(Main) parameter, which OneStream Support confirmed cannot currently be set or read from a Business Rule or Smart Link.Requested enhancementA supported way to target a specific Genesis page when building a Smart Link A supported way to read the current Genesis page's identity from a Business Rule bound to that page (equivalent to args.PrimaryDashboard.Name for classic dashboards), so one reusable rule can link back to whichever page the user is on, without hardcoding.ImpactWithout this, teams

Hi,is it possible to display nothing in this column like Excel instead of this useless value? In the column I have DBNull.I tried setting the default value to “” (without quotes) or DBNull in the Column setting in the SQL Table Editor component but with no luck.

We complete variance explanations each quarter, and each business unit has different thresholds that require explanation. Is there a way to apply different thresholds within the report based on the selected business unit using the conditional formatting? I would like to flag it red only but I can’t figure out how to do by business unit using the same report.Users are prompted to select their business unit when they run the variance report.This is what I currently have, but it applies the same threshold to all companies:If (CellAmount > 50000) Then    ExcelTextColor = Red, ReportTextColor = Red, TextColor = RedElse If (CellAmount < -50000) Then    ExcelTextColor = Red, ReportTextColor = Red, TextColor = RedEnd If

We have an excel export item that loops through several entities and uses the entity names through Loop1Variable as the output.Unfortunately, some entity names are longer than the 30 characters excel tab names are limited to.Is there a function/formula that can be used to limit the Loop1Variable to 30 characters? 

Hi,I’ve had an issue trying to use parameters to retrieve both names and descriptions of entities in Excel using a parameter.I use a Member List parameter with a filter of entities.In Excel, if I tick ‘Description’, sometimes I get only descriptions; and sometimes I get both names and descriptions, which is the desired behavior (the client wants to be able to choose entity by their names, and I need the code in the parameter to make the XFGetCell formulas work).Is there any option here I’m not aware of?I’ve found a solution, which is to create a XFBR rule that feeds a Delimited List parameter with strings including both name and description. It works fine. But I’d like to make sure I didn’t miss something obvious here.

Hi Team,Is there any update on enabling dropdown menus for multiple fields within the Table View?For example, if a user clicks a cell in the "Payment Type" field, it should display a relevant list for selection. Similarly, in the same table, the "Payment Card" field should display its own relevant list.Prior to LIM, I believe this list option was limited to a single field, achieved via the EnableStatus column functionality. However, when reviewing the LIM Tableview via Spread, it appears there is now a way to enable dropdowns for multiple fields.Could you please explain how this is achieved in LIM? Additionally, is there any documentation available on how to configure this for a user-defined tableview?Best regards,Sudhakar S

Hi, I have created an admin dashboard for forecast. I want a text box that shows parameter values, but there is a separate parameter for each Scenario. ScenarioParameterForecast_MarCopyLatestActualsToFCT_MarForecast_JunCopyLatestActualsToFCT_JunForecast_SepCopyLatestActualsToFCT_SepForecast_Dec CopyLatestActualsToFCT_NovCopyLatestActualsToFCT_Dec The parameter has either value False/True and depending on the value, the business rules that are initiated via the dashboard will do different things.  The dashboard is shared between the WFs/Scenarios.How do I create a text box that gives me the parameter name and value?e.g. when I use WF Forecast_Mar I want the textbox to say: "Forecast_Mar = (Value)"December has double parameters why I need both to be shown, "Forecast_Nov = (Value), Forecast_Dec =  (Value)". Is it possible to do this using standard functionality for parameters (e.g. create a new parameter that picks the values from the others that I then link in my dashboard). I

How can we format the Header Row of a BI Viewer Grid (ex background color, bold, etc)? I see how to conditionally format the data rows, but I don't see anything for the header row....

I have tried multiple ways:Literal Perameters, Column Formatting, Data formattingto try to format GridView cells.I have some decimal data coming over.  it is formatted as $#,###,0;($#,###,0);$0I cannot get it to Horizontal Align Center, Negative Text = Red. This is really agitaitng.  Trying to align my data, show Negative Values as Red.  Thank you in advanced

Our RCM Admin (not local) doesn’t have permission to update the reconciliation attributes. I read that it depends on her workflow access. Is this correct? Will she need to be a member of all of the workflow maintenance groups since she needs to be able to update any reconciliation attributes? If so, is there an easy way to add RCM Admin to all workflow maintenance groups?Thanks! 

I installed the wrong Excel add-in on my new computer (7.0.1 when our tenant is only compatible with 6.6.0 or lower). Now, when I open Excel and try to logon, I get the below error message. I have figured out that if I manually disable the OneStreamExcelAddin.XFFunctions and completely close out of Excel then, when I restart it, I'm able to logon. The annoying part is, if I forget to disable it and close out of Excel, the next time I use Excel I have to go through that whole process of saving and closing all my workbooks, disabling the add-in, restarting Excel, just to use the add-in. I'm thinking there must be something leftover from the previous install that is causing this and I've tried to completely wipe everything from the initial install before installing the correct version but to no avail. Has anyone else experienced this and know what steps I can take to remediate? (I should also note that I made the same mistake on my old computer and had the same issue, so this does not jus

Hi all, I've been playing with this feature for a bit and it would appear that if you've made a cube view connection to a CV that contains parameters based on "Member Dialog", those parameters don't seem to work as expected. The resulting worksheet does create a space for those parameters but in the cell where you would select your member, there is no dropdown available to open and choose.  The cell is completely blank.  Upon refresh, I am prompted for those member dialog parameters but even the result I choose is not returned to display on the sheet.  Doesn't seem to be any issues if the parameter is based on a Member Filter. Am I doing something wrong or is the use of Member Dialog parameters in Excel add-in simply not possible?  There is nothing in the existing documentation that I can find that discusses this. Attaching a screen capture of the Excel results:  

I am trying to figure out how to make the Header Format in a Cube View connected through Excel the same as the formatting when running the Cube View in Data Explorer. When I run in Data Explorer, I have a row that displays correctly as “11-50”, which is the member name description. But in Excel when I run the Cube View, that row displays as “Nov-50”. Is there way to get that to display as “11-50” when viewing the Cube View in Excel?