Reporting

Hi Team, In our report we are having multiple formula's in row and columns (Can't apply the row or column overrides). So, have created a UD8 Dynamic calc. though after applying the UD8 member in column, row formula is overring the UD8. Can please help us to resolve the issue.  

Hi I tried to put Dashboard in Report (Onestream Book) but not able to see any dashboard details in the book. Its dashboard report is stage data filtered. Also, can we add the dashboard in excel Book ? Can you please help me with the parameter?    

Hi  I have been trying to dynamically update the short name for UD3 but somehow the i am not getting the result. Not sure where i am wrong. Please help  

Hi everyone,I'm currently working on a dashboard that, through the use of a SQL table editor, will show data stored in a table. Below an example of one row from that table:The interface of the SQL table editor allows me to filter the data to show only specific rows, and I added a filter for the columns T_ENTITY and PERIOD: The first filter (T_ENTITY) works as expected. The second filter should filter out those rows in the table whose Period differs from the one selected by the user in the WF. Nevertheless, if I use |WFTime| as parameter, it doesn't show any row, even those that have the same Period as the WF. If I instead replace |WFTime| with the static period (es 'PERIOD = '2022M11'),  it works fine. The conclusion I take is that |WFTime| is not equal to the current WF period. To check that out, I added the following label to the dashboard header, setting its value equal to |WFTime|:and it shows exactly the current WF period:Is it possible that the parameter |WFTime| d

Hi Community,I have a question. I'm working with a SQL table editor and need to implement dependent dropdowns. Specifically, based on the value selected in the first column, I want the second column to display a corresponding set of dropdown options.Is this possible to achieve? If so, could you suggest any approach that can help me implement this functionality?Thank You!

Is there a way to pull time in newest to oldest? T#|CVTime|.Prior11 ---- Pulling M4 on an Oct - Sep 2025 calendar. This will pull Feb 24, Mar 24, Apr 24, May 24, Jun 24, Jul 24, Aug 24, Sep24, Oct 25, Nov 25, Dec 25. How do I pull the opposite - Dec 25, Nov 25, Oct 25, Sep 24, Aug 24, Jul 24, Jun 24, May 24, Apr 24, Mar 24, Feb 24?

Hi everyone, We currently use OneStream to prepare our consolidated financial statements in Excel, using retrieves linked to OS. But in the end, we still manually copy everything into Word to build the final report. We’d like to automate this process as much as possible to reduce errors and save time. We need to include notes and commentary under certain tables, so Word is our preferred format. Is this kind of automation possible directly in OneStream? If not, what tools are you using to produce your final reports?Any best practices or recommendations would be much appreciated! Thanks in advance for your responses! 

Hi Community,I have a dashboard that includes a Cube View and a button with the "Save Data for All Components" action. Users enter data directly in the Cube View and click the button to save.I’d like to implement a custom validation step before the data is saved. Specifically, I need to calculate the sum of four specific accounts, and if the total is not zero, I want to prevent the save operation and show an error message to the user.Is there a recommended way to intercept the save action and apply such a validation check? Any guidance or best practices would be appreciated.Thanks in advance!

I am a Financial Planner and Analyst and My Organization use OnStream. I want to understand better how to extract the data for Multiple scenarios (act, fcst, budget, py) using Member filters, variables understand workflows, and parameters?       

Hello I have a query regarding Graph editing in OneStreamI wanted to know how we can edit the graph in OS. Eg: The client has a waterfall chart built for the EBIDTA and they have the previous 2 years comparison as well. However the October and Nov month shall start from the start point 0 similar to Sept Month whereas currently they start where the previous moth ends. Also the colour of the bar for Oct and Nov shall be Blue similar to Sept and Dec month 

Hello everyone. I have a problem. In the header of the previous year's column, the month keeps disappearing and only the year remains. Do you know how I can make the month display ? Please.. 

Hi all,I recently launched the consolidation process for my client, and the amount under the plug accounts is unusually high.I would need to develop a cube view showing, for each account in the rows, the amount that was loaded into the corresponding plug account during the consolidation process. Is there a way to do that?Thank you in advance!

Hi Is there a way to change the path of the folder within the "File Share" so that it would be possible to save a file generated by Data Export step from a Data Management job to a folder other than DataManagement->Export_"MyFolderName" ?   Say for example I want to save the file to a folder under Groups->Everyone->"Specific Folder to be Saved" Would like to do this without using the file transfer step in the DataManagement, since the file is large. thanks Kumar

I have a cube view similar to below. What I want to see is all the Accounts in the left most column like you see below and nothing where it says "Top" (not even the level where Top is). When I switch to UD1 in the same cube view, I then want to see the header as "Loading", "Unloading", etc., in the left most column where you see "Oper Expense". and not see the "Oper Expense"  at all even though I'll have the account in my POV.  The row header only allows you to have one header as Header 1. I'm thinking this is only possible with an XFBR String?  Has anyone else done this? If so, please share. Thanks.... 

Hello! Is there a way to export the server audit reports to a file? This is the information from the Audit tab on the servers.  Thanks!

Mid-year we created a new parent entity and added base entity relationships to it because the base entities moved to a different legal entity. We load YTD trial balance and the previous parent should report the base entities for the first 6 periods of the year; new parent second 6 periods.  We're using the "In Use" setting on the old parent member to cut off at period 6 which seems to work fine. For the last 6 periods, revenue and expense accounts continue to show the first 6 periods' activity. Is there a way to continue loading full YTD balances with the new parent reporting YTD periods 6-12 not 1-12?

Does anyone know how you can default the cell to use the cell detail or even better enforce the users to use only cell detail on the form?Thanks

I have a Cube View that is displaying a single dimension in the first column (Departments), and a second dimension (Accounts) in the second column.   In order to match the formatting of the report that is currently in use I’d like it to display in the first column Departments up to the bolded Total row, then accounts from there on out. In essence it would be  mix of two different dimensions displayed in the first column.   I would also like for the second column to be hidden. I have made some attempts to match the formatting as I described, but without success. Do you have any ideas on how to achieve this?   Thank you for your time in advance.

I created a couple menu components and I'm using images with them on the landing page. I read that you can use an image and also have a header text display but i can't get the header text to show with the image. Is there something special that needs to be done? I am manipulating the parent item below and thought it would be as easy as creating a header text but im not getting the desired result. Below is  a screen shot of the image and the children of the menu but I want to see some kind of value by the image that says Tasks'     'ManipulationsparentMenuTaskItem1.HeaderText = "Tasks"parentMenuTaskItem1.ImageFileSourceType = XFImageFileSourceType.DashboardFileparentMenuTaskItem1.ImageNameOrPath = "LP_task.png"parentMenuTaskItem1.Height = 100parentMenuTaskItem1.Width= 100parentMenuTaskItem1.ToolTip = "Tasks"   

Hi, is there an easy way to remove rows with zeros from the Cube View when using GetDataCell? Thanks GetDataCell(S#|!Scenario!|_Allocations:U3#None:U4#None:U5#None:U6#None:U8#PCRunRate - S#PPM_|!Scenario!|_Lite:UD2#PrjNa):Name(Variance)  

Hi everyoneIs there a way to preserve formatting in a Quick View (not Cube View) in Spreadsheet or Excel Add-in on certain row levels? E.g. Font colour for base members = Blue.With Cube Views in Spreadsheet or Excel Add-in you can highlight the levels and assign Styles but this is not available in Quick Views, only in certain sections of the Quick View grid, e.g. Primary Style, Upper Left Style, Row Header, Column Header Style and Data Style.I noticed in the 8.5.1 version documentation that this option is available when you create a new Quick View, but not in the 7.4 version we are using:RegardsJohan

I am recently created a cubeview report that I am now trying to add to Oneplace to allow our user community to run the report at their will.  I believe I need to do this by going through the Framework Task Setup menu but am not having any success in doing so.  Does anyone have tips/tricks to offer that can help me break the ice?  I am new to building these reports and getting them setup.  Would appreciate any feedback

Hello, I have recently uploaded the May'25 Trial Balance into OneStream and one of my reports is reporting a line item as $5 more than what the Trial Balance says it is. This particular line item is driven by a single account so the report is set up to say whatever is in account XXXXX, generate that on the report. Any suggestions as to why the report is off by $5??

Hi  I am currenty building a dashbord for our controllers, including a menu. But I would like to use the same icons as used in OneStream, e.g. Refresh Page, Help, etc. But I have not manage to find them in OneStream. Are they copyrigth'ed, unique or were can I find them? Regards  Ole  

I am trying to replicate the example from the design & reference guideHowever, i dont seem to have a cubeViewColumn (last line in screenshot) object. The documentation does not show an example of creating this object. Any suggestion would be much appreciated.thanks