Reporting

Dear all, Could you please advise if in OneStream there is a tool, which we can use to automate preparation of consolidated financial statements in Word format based on OneStream and outside of OneStream data (combination of OneStream numbers from cube views and texts that can be manually corrected)?  

Hi,I am encountering a few issues with dashboard creation. My goal is to display all the reporting dashboards on a single dashboard. Below is a screenshot of my current setup.I have one combo box named "Report Type," which contains a delimited parameter with options like Balance Sheet, Income Statement, and Trial Balance. Additionally, there is a list box that contains a list of report names. I’ve connected a business rule to the list box parameter to dynamically populate the report names based on the selection from the "Report Type" combo box.I also created an embedded dashboard with the main cube view. Could someone please assist me with the cube view part? Specifically, when I select a report from the "Report Name" list box, its cube view should display on the right side.Could you help me understand the changes I need to make in "Consolidated Report_Sub_CV" to pull the corresponding report cube views based on the selection in the report name list box?

Hello, I was wondering if it's possible to have a check figure if the amount equals 0 that it displays "OK" and if it doesn't it says "Check Details". I've tried conditional formatting when the cell amount = 0 then "OK", but I figured I'm missing something or this might just not be possible. Thanks, Will

Has anyone been able to build a waterfall chart in BIViewer? I feel like this is something that I should be able to be done, but I can't find anything on it. Anyone know if this can be done? I know there is an advanced chart for waterfalls.  Thanks

Hi All,  I create a spreadsheet business rule to refresh the data from external table using Table Views, now our users wants to drop these files into OneStream file share on daily basis so external systems can consume.  Is it possible to use parcel service to refresh these files (using table views with in the spreadsheet) and drop them into file share every time the job trigger ?  Or Is there any alternate approaches to export data from custom table to excel files ? Thank you. 

Is there a way to hardcode a number into a cubeview?

Has anyone been able to successfully obtain a parent name for a member, within a UD8 formula without needing to leverage a text field on the member (using Parent Sort Order for example)? As an example, I have a base level entity member of B1229 (this is Branch). I would like to return D1229 - Chicago based on its' parent sort order of 2 (this is District). Appreciate any insight!

Hello,I know you can center columns in a report, but is there a way to do this for cube views exporting to excel? I've only found a workaround where you go to export it to report and then change it to excel, but this won't work for us longterm.Would like to be able to do this - ok with either embedded or just exporting. 

Hi everyone, Good day. We are new to OneStream, and we are building a cube view wherein it outputs quarterly columns for a certain year. However, it only outputs the last period/month for the quarter. For example, under the Q1 Appliances, it shows 305,221,004. But, if I drill down on quarter 1, I can see that the amount per month when totaled, it is equivalent to 607,036,638. This also applies to the 2024 column, it only shows the Q4 value and not the sum of all quarters. I already tried to consolidate and calculate, but it is still the same.  Thank you for those who will share their inputs.   

Hi there, We need to see cube view figures which are rounded to an integer. Could you please advise how to round figures in cube view?  

I'm building a cube view where I want to pull, in tree view, all descendants of a particular hierarchy but I also want to apply 2 where clauses:  Where the member is either a 'parent' OR where the member's description begins with certain letters. So my MF looks like this:  U4#MyHierarchy.TreeDescendantsInclusive.Where((HasChildren=True) or (Description Startswith FS)). To step back though, at this point, I can't even get the first part of that syntax to work on its own.  I keep getting unexpected text "HasChildren.....".  Doesn't seem to matter how I write this (with or without the 'where') per the OS documentation. I'm just wondering if anyone has successfully used this and perhaps provide a working example so I can figure out what I'm doing wrong here. Thanks in advance for any guidance.

Hi, I have an admin Workflow Profile where I have children steps that are different dashboards. I would prefer not to create these as Forms steps as I want to certify each step and not every Form. I have system default settings to set this as Profile Active True/False. Is it possible somehow to change so this is only Active for months which are not a quarter?  I want to remove this from the Workflow Profile in quarter months to avoid and eliminate the risk of someone using this dashboard in a quarter.    

Hi all, We have a CV that we want to suppress based on V#Footnote values but the suppression seems to ignore this column and only suppress based on number values. Is that true? Is there any workaround or any way to have OS recognize text as a value to base the suppression on? Any info would be helpful! Thanks!

Hi allI have a tableview that retrieves cube data and adds the stage data for the cube data. It is displayed in a spreadsheet which has conditional formatting to highlight the stage records. My problem is that all the formatting is wiped when the tableview is executed. I have tried to format the rows in the tableview but the only option I can find is for column format.Does anyone know if it is possible to retain the formatting in a spreadsheet when using tableviews. Failing that anyone know how to format the rows in a tableview (I want to format some not all rows).Any suggestions appreciated. Thanks Marcus

how can i retrieve the WF (year-1) M12 in CV column?  example: WF year: 2023, 2024, 2025 CV column time parameter: 2022M12, 2023M12, 2024M12

Howdy,When using Guided Reporting, the Selector List Labels are not being positioned correctly. As shown below, the label is positioned on top of the next parameter (to the right) instead of the parameter it's associated with. Has anyone experienced this before and have a solution?  Additional information:Occurs in every report when viewing in Guided ReportingGlobal Selector List Labels are aligned as expected  Thanks in advanceMantis   

Hi all,  I'm encountering an error with one user who is attempting to export a report to Excel. The download process is functioning correctly, and the file is being saved in the OnStream temporary folder. However, the issue arises as OneStream is unable to open the file automatically. It appears to be an issue related to permissions on the user's laptop. Could not find a way to fix it, any ideas? Thanks.  

I know I can have a different scenario where I can combine actuals and forecast each month with data management job and I can use AllPriorYInearInclusive for Actual columns and AllNextInYearInclusive for Forecast to do this when i want just months. But I want to also have quarters summing 3 months potentially actuals and forecast together if date selected is in middle of quarter. And YTD columns summing actuals and forecast.   Below is example of what i want to achieve. Is there CubeView Extender i can build to make this happen. For Quarter and YTD columns i can just use getdatacell(CVR(Col1)+CVR(Col3)+CVR(Col5)... etc. but i would like to somehow switch actuals to forecast for all future months of WFTime, TimePOV or Parameter selection.

Hello:   Has anyone had any success with grouping columns in a cube view in a report linked to excel, or grouping them as they export? Of course in the data explorer version you can use the tree function and toggle the row expansion mode to get the intended effect, and in rows you have the excel outline settings you can play with. However, there doesn't seem to be a way to manage this using settings. And obviously if you format the cube view when linked them refreshed the column grouping goes away.   Interested to hear and thanks!

Hi AllDoes anyone know how to add a carriage return in Annotation text (if it's possible)? We have a Cube View with an annotation member that displays data. Currently the annotation text can take up most of the screen on some rows and it would be really useful to be able to enter a carriage return. I have tried Environment.NewLine, vbCrLf, \r\n, <br>

Hi, I'm trying to build a getdataset rule for the first time in ws assembly. I ran into this compile error while setting up service factory, any idea why? Thank you.  

Hi, I am using an XFGetCell Formula which references the POV for Time. I would like to use a formula to pull in the period prior to the POV in the same worksheet and keep it dynamic based on the POV.  Any suggestions? If it's not possible to do in the formula, I will need to create a UD8 to return the prior period time.  Does anyone have a ready-made formula for this?  I would greatly appreciate it! Thanks!         Thanks!

Dear all, Could you please advise how to show Text field of Entity member in cube view instead of Entity Name. For example, I have: Entity member with Name A, it has Text1 field Country 1, Entity member with Name B, it has Text1 field Country 2 Entity member with Name C, it has Text1 field Country 2 I would like to show in cube view in rows figures on Country 1 and Country 2 (so I need to aggregate figures of Entity B and C in this row). Could you please advise is it possible? If it isn't possible to aggregate figures, could you please advise if I can simply show three rows Country 1, Country 2, Country 2 in cube view instead of Names.

Hello, it's probably simple question to solve, but I wasn't able to find a solution.Is it possible to display the dimensions (master data) of the query in the cube views?e.g. columns, CV should generate a table with the following: Account | Amount | Cost Centre Number | Cost Centre Name | Profit Centre | Profit Centre Name |... and so on. I have tried it via UD (where the information is located), but I only get the amounts, but not the elements/master data/dimension or description. What am I doing wrong? Thank you!  

Are there any out box reports available to show constraints by dimension?