Reporting

8.5 environment, on prem.My understanding is that if I want read only access for users to Ancillary Tables I need to use the config utility and set Access Group for Ancillary Tables to a user group that would be different than Maintenance Group or Table Creation Group.      I did this and my users in the group assigned to Access Group are able to edit ancillary tables.Then I found this documentation that implies that Access Group gives edit rights to ancillary tables.  Does anyone have a definitive answer on this or know how to setup read only access to ancillary tables? 

Hey everyone, In Task Manager, I was wondering if we could set duration longer than 30 days? As of now, the only max option for a task is 30 days. Can it not be any more or extended? Any feedback or suggestion is welcomed. Thank you.

I have a dashboard that I want to run whenever I log into the desktop app, and it works just as expected, but it tries to run in the web browser UX and does not work right. How can I disable the dashboard from running in UX, but stay running for the desktop app? 

I have my task manager set up by Weeks: Therefore, I've been using Frequency ranges as 1-52 or 1,2,3 etc. as from the Task Manager guide. Let's say I want to make only 1 task group start on W1-W3. I input that into the task group and individual tasks but still it doesn't show up. However, if I don't put any frequency range, it shows up for all weeks I publish. I just want it to show up for 1 week. BCA #1 doesn't show up at all in any charts but BCA #2 shows up in all weeks published. I've also set up my Close Dates but it still doesn't work:  Any pointers or tips?Thank you

Good evening, is it possible to add a dashboard or Bi Viewer component within a Narrative Reporting document? In the attached image, it does not appear among the options.Regards 

Hello Team, I'm experiencing performance challenges with a CubeView that contains: 4 row dimensions (all using .base members) Multiple time period columns Dynamic calculations that are causing significant retrieval delays Current Challenge: The CubeView needs to be executed and its data exported externally, but the dynamic calculations are making the retrieval process extremely time-consuming. Attempted Solution: I've already tried converting the dynamic calculations to stored values using finance rules, but this approach has proven ineffective - it's still taking excessive time and not producing the desired results. Request: Could you suggest any alternative approaches or optimization strategies to improve the performance of this data retrieval and export process? Thank you for your assistance.

All, Does anyone out there have users with massive (thousands of rows and dozens of columns) XFGetCell() workbooks that are seeing issues with the "Save Offline Copy" feature?  (and yes, I know.. they should not be creating these massive workbooks in the first place - that's not what XF() is meant to do) Here are the symptoms we're having: Regardless of what the seconds setting is (and I'm not even sure this setting applies to anything other than CV connections or quick views) and for some of these users, it's set to the max allowable, the 'save offline copy' often just spins and spins and never completes or eventually the user just has to 'kill' Excel and try again.  Happens at different times so no idea what server activity might be going on at the same time. Save Offline Copy appears to finish but the saved file now contains "#REFRESH" rather than the values  Unable to keep Formatting (this has to be set to False) - loses things like superscript or subscript fonts.I

The ColumnDisplayType property has two options: WorkflowStatusImage & OneStreamClientImage. I am looking to leverage one of the two options, but have found minimal documentation on them.  What I have found, is that the WorkFlowStatusImage is related to values in a Status column like "2" equals a green circle, "10" equals a red circle.  This uses the XFClientImageTypes library. I am not sure how to leverage this library and populate my SQL table/grid view with one of these status images/icons.  Any assistance is appreciated. I have the status column value equal to "2" or "10" but I can't get the icon/image to display on my grid view component.

Hi everyone,I'm having an issue with a cube view. I have a column whose parameter is E#GroupEntity.Base. When launched, it shows one base entity per column, with its respective data.I need to place a new column at the end of the cube view that sums the values of all the base entities. I tried to use the CVC function to sum columns, but it only sums the data of first base entity, ignoring all the other base entities.Is there a way to achieve what I need, and if yes, could someone please help me? Thank you!

I am creating an alternate roll-up of our accounts for some specific reporting which requires that certain accounts only return data for specific departments.  What is the best way to do this?  I tried using a dynamic calculation to create new accounts that filtered on UD2 but it did not return any data.  The formula that I used was   Return api.Data.GetDataCell ("A#61550:U2#Dept48")

Is there a method or tool that can edit dashboard frames (names) in bulk? I would like to create a base dashboard template that would include headers, content, and footers. This would be copied & pasted to separate maintenance units and then customized for each dashboard.  Is there a way to bulk-edit dashboard frames, or assist with copying & pasting dashboards without renaming them one by one? The only way I know of now is extracting to an XML and changing the text through notepad.

I have created an SQL table editor component for one of my applications.  One of the columns in the SQL table can be updated by the user, and is tied to a parameter that is used as a dropdown by the users.  However, if the user tries to update that column in two rows to the same value only the first row will be saved, but if the two rows are populated with different values from the linked parameter the table is saved just fine. Has anyone else experienced this?  Has anyone discovered a workaround? Thanks, Tom R

Our cube view cash flow reports were built using an account hierarchy and includes parent cash flow accounts to rollup base accounts.  The cash flow reports were originally built on a YTD basis.  Later the view parameter was changed to also generate cash flow reports on a QTD or MTD basis.  The QTD and MTD cash flow reports reflect the correct calculated movement of balance sheet accounts for the parent cash flow accounts, but still reflect YTD calculated movement for the base accounts.  Any income statement accounts included in the cash flow reflect the correct YTD, QTD or MTD amounts for the parent cash flow and base accounts.  OS Community - Does anyone have a similar cash flow report build including options to generate the report QTD or MTD and solved obtaining QTD or MTD balance sheet base account calculated movements?

We have several applications calling OneStream data adaptor via Rest API. Very frequently and randomly the connection fails with a 500 error. If we wait and retry the connection is successful. We have not been able to find the root cause.  We observed that when the Rest API has 2 entries in the Log Activity table in OneStream the connection is successful. The screen shot is from the Logon Activity table in OneStream. Every so often the connection fails with a HTTP 500 Error and we observed that only one the set is entered in the table. Have any of you encountered this type of issue. 

We are in the design and build phases of OneStream and it is really important to me that we get the foundation right and use OneStream the way it was intended to be used.  What are the recommended design solutions in OneStream to enable users to quantify the FX translation impact separate from performance when comparing one period of time to another (e.g., YTD actuals versus budget or full year latest forecast versus full year budget).  Hi HFM we do this through recalculation scenarios.  For example, we have the following budget and forecast scenarios. 14 forecast scenarios - one for each month, one to recalculate the prior forecast at the most recent actual rates (used for comparisons against YTD and month actuals), one to recalculate prior forecast at the forecast rates (used for full year comparisons to prior forecast and full year budget).  The latter two get overwritten every month with the latest previous forecast data and new rates. 3 budget scenarios - one

Could you please advise is it possible to generate and send direct link to certain cube view to recipient according to which he can open cube view (so that he doesn't have to search for a folder and cube view in this folder in OneStream)?

I have a cube view with 12 columns (one for each  month). It is used in a quarterly activity, and the columns need to reflect the appropriate forecast scenario depending on which workflow was opened. (e.g. in June 2026, the cube view would have the 6+6 Forecast for Jul thru Dec). I've created the below BR to determine each forecast should be used, but now I'm unsure what I need to enter into the cube view scenario member filter for the columns to use this BR: Public Function OCF_FcstScenarioSelect(ByVal si As SessionInfo, ByVal api As Object, ByVal args As FinanceRulesArgs) As Object    Try        ' Workflow POV time (from workflow context)        Dim wfTime As String = api.Workflow.Time.Name        Dim wfPos As Integer = wfTime.IndexOf("M"c)        Dim wfYear As Integer = CInt(wfTime.Substring(0, wfPos))        Dim wfMonth As Integer = CInt(wfTime.Substring(wfPos + 1)) &

I plan to register for the OCA(Implementation Foundations) exam. However, after I entered my credit card information, according to the registration guide, the page was supposed to be redirected to the MonitorEDU interface and then I could choose the exam time. But my interface didn't jump over, instead, it returned to the registration exam interface. I tried several times, and it was possible to register for other exams(for Example OCA R2) and  succeeded, but only for the OCA exam, the registration failed. Does anyone know the reason? 

I am looking for anyone with some experience with Dynamic Grids or are aware of any good documentation.  There is very little in the OS documention beyond how to create the component and shell of a service.  I am looking for any examples of how to actually create one.  Right now I have a dynamic grid that produces nothing.  It calles the WsasDynamicGrid class but I have no idea  what to put in the functions.  I think Dynamic Grids will be helpful in my usecase but can't get off the ground with a basic example to explore its possibilities.  Thanks in advance.

 Hi Team, I have attached CV in Data Adopter (Type "CubeViewMD"). in CV Time dim is at columns(T#YearPrior1(|CVTIme|).Quarters, T#Year(|CVTIme|).Quarters, T#YearNext1(|CVTIme|).Quarters) & Entity dim is at rows. (My CVTime = 2026M3). when i ran Cv i am getting 2025, 2026 & 2027 quarters. but when i ran the same CV through BiViewer time is not sorting properly.   Can you please help us to resolve the issue.

Hello, I have a doubt about table view custom parameter. Let's say we have defined two parameters namely "Param_1" and "Param_2". the requirement is my "Param_2" values should be based on "Param_1" is it possible to achieve? When I select a Value in "Param_1" the available items in "Param_2" should change.

I am trying to share a Button component between two Workspaces and I'm having trouble. Both workspaces have the "Is Shareable Workspace" set as TRUE and I've also referenced the other Workspace within the "Shared Workspace Name" Workspace property. I am able to see parameters but I am not having luck when it comes to any other dashboard components. Is this even possible? Does this go against best practices when using Workspaces? A screenshot is attached for context.

We are converting from HFM to OneStream.  We set up HFM so that expenses are reported as negative.  My understanding is OneStream only reports/stores expenses as positive.  Is this accurate?

Hi All, I'm currently working on a Cube View where I need to use a custom Business Rule function (CalculatePer) within a member filter for ColD. The goal is to calculate values dynamically based on inputs from ColA and ColB. To help illustrate, here’s a simplified version of the layout: Sample Cube View: ColAColBColCColD100150250?20-50-30?30030?03030? Column Definitions: ColA → T#|CVTime|:Name(XFBR(Fin_XFBR_Consolidations, GetLastDayOfMonth, Param_SelectMonth = |CVTime|)) ColB → T#YearPrior1(|CVYear|)M12 ColC → GetDataCell(CVC([ColA]) - CVC([ColB])) ColD → Intended to call a custom function using values from ColA and ColB. What’s Working: When I use the BR without parameters, it works fine: GetDataCell(BR#[Fin_GlobalHelper, CalculatePer]):Name(%) What’s Not Working: When I attempt to pass the values of ColA and ColB as parameters to the function, like this: GetDataCell(BR#[Fin_GlobalHelper, CalculatePer, A=GetDataCell(CVC([ColA])), B=GetDataCell(CVC([ColB]))]):Name(ColD) …it does not

Have a question regarding Cube view formatting. The client has a column for comments where large commentaries are written point wise which currently are seen as one line. They want to view the same like excel where comments are seen point wise one below another. How can the same be done. Also while exporting the report in excel the wrap text option in the Column cell format under excel only wraps the entire cell but it does not show the comment point wise one below another