Reporting

Hi,Is there a way to display account descriptions in an extensible document (Word) without using cubeviews?For stored values on accounts it´s quite simple using the XFCell function, also parameters can be displayed as text easily, but I have not found a way to display the account description so far!RegardsMartin

I have the following dashboard i version 9.1:When pushing a line (1) it automatically updates total on right side (2) and specification on entities (3).I has been made with links to cube view and 5 dashboardsAnd a redraw of the right side when action  Version 9.4 Desktop:Without any physical action it is continuously updating every second. I can not get out of the loop/dashboard.Version 9.4 browser:With a click on a flow it updates and create the entity specification. But ½-second later it jumps back to the starting point.          

Hello, I am facing a problem in making dynamic names for BI-viewer. I have a data adapter with Command type as Cube view. I am using this adapter in BI-viewer. I want to make the column names similar in cube view.  For example, in my scenario I have columns changing according to the time.  but here it will show as Col0Value, Col1Value. As per cube view headers, Col0 is 2024M1 and Col1 is 2024M2 and this will change according to time updated for next periods. It will not be same every time. How to get the same names as per cube view into BI-viewer column list.     

I have to create a task manager build that does not include weekends in the duration. We have tried adding the weekends to holiday profiles and excluding them from the explicit day map, but the duration will always include the weekends. Right now, I have due dates on weekends an holidays even when calling them out in the Holiday Profile and setting each one with an offset of 1. Is there a work around for this or any other solution to have the durations skip weekends/ due dates not be due on weekends or holidays?

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. 

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

Hello, we have a few U8 members - vs Budget, vs PY etc. and are paired with V#VarianceExplanation member in our cube views for the users to enter commentary. We now have a requirement to present all that commentary in a grid view or some sort of report output rather than just the cube view. Is it even possible to bring in members like VarianceExplanation, Annotation etc. into OneStream’s reporting? I tried building a simple BIViewer grid with no luck, so any inputs are highly appreciated. Thanks!

Hi All,I would like to unsuppress the member names of cube view (in rows) but could not find this option which normally we have it in the preferences for quick viewIs there a way to populate member name for all the rows?

Hi Folks,I am trying to make sense of an intercompany plug account balance that is consolidating itself to the top of the entity hierarchy. Technically using the default (out of box) consolidation that OneStream offers ; this shouldn’t be happening and the plug account should be zero. can someone point me to why there is a plug account balance at the first common parent level ? Shouldn’t this completely eliminate itself and plug account should be zero: Intercompany transactions between company X and Y, both I/C entities and Account 3200/3100 are also i/c True accounts with the same plug account present in metadata balance sitting in the plug account when viewed by company Y and then at the common parent level for both entities.my conundrum is why PLUG account is carrying this balance ,when it should have been completely eliminated at the 1st common parent. Does anyone know why this could be happening?

I am trying to get the MTD values for different nonfinancial account types in my cube view. However, I am not sure which is the best way to do it so it is flexible, easy to maintain, and not overly complicated.Here is my only requirement:Account type HAS TO BE nonfinancialContext:I have a form that have the following columnsAccounts | Manual input YTD | Import YTD | Total YTD | Total MTDBecause we changed the account types to “Nonfinancial” they behave as Balance accounts, so when we manually input data the total MTD show up as the same YTD value.My solution was to create the following QV formula GetDataCell(E#|!parameter!|:O#Top:U3#Top_Data_Source - E#|!parameter!|:O#Top:U3#Top_Data_Source:T#PovPrior1)This solution is working and is giving me the answer I expect, however it won’t let me drill down… Does anyone know if there is a better way to do it? or if this will be one of the best solutions?   

Hi All, I'm having a hard time running a book that creates a pdf by entity in an automated fashion.  I've created a book with a loop calling a file which is a book of cube views.  Running that book individually works well.  When running the book that contains the loop, it works fine when saved as a .pdfbook but the problem I run into is that it times out due to processing time when I try to run it for multiple entities.  The book is about 80 pages or cube views.  So I created a .zipbook version of the same book with said loop to run it from Data Management in the background.  The problem I'm now running into is running the .zipbook version creates 80 pages of blank reports rather than the data I saw in the .pdfbook.  If anyone has any suggestions, I'll take them.  Thanks!  

We recently upgraded from V7.4 to V9.1 and we’re seeing an issue with the Excel Add-In. A small group of users (about five) are unable to use the Drilldown feature (the option is completely greyed out), while the rest of our users can access it without any issues. All users have been upgraded to the 9.1 Excel Add-In and every other function appears to be working correctly. Has anyone else run into this? Any ideas on how to fix it?

Hi,Anyone on Version 8 who's actually tried to use this 'enhancement' feature in Cube Views?  We requested this on Ideastream a long time ago with a lot of support. I can see this command is now available in the header format dialog; however, it would appear that the only thing it does is change the header from left justified to center view.  There does not seem to be a way to actually 'merge' column headers, despite the fact that it's called "MergeAndCenter". Even the system documentation appears to confirm this behavior. Someone please tell me I'm missing something here and it actually is possible to merge column headers, because we really really wanted this feature. Thanks

Hi all,We encountered an issue with the ABS function in a GetDataCell formula. Our cube view has two rows: the first tagged to account A#100, and the second with the formula GetDataCell(ABS(CVR(Row1))). The data displays correctly in the data explorer, but when using ‘Show Report’ or ‘Export to Excel,’ both rows show the absolute value of the original amount, which is not the expected output. An example is provided belowData explorer view (correct amount)Row NameMember FilterOutputRow1A#100$ -1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Show Report/Export to Excel view (incorrect amount)Row NameMember FilterOutputRow1A#100$ 1,000ABS_Row1GetDataCell(ABS(CVR(Row1))$ 1,000 Does anyone know whether this is an issue in OneStream? Thank you.Best,Jacky

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

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 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

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,

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.