Reporting

I have a dashboard that has a button and multiple checkboxes attached. When clicking the button, I want it to verify if the user has checked any boxes, and if so, export data that corresponds to the checkboxes. If no checkbox is selected, upon clicking the button, I want the user to receive the following message: "No export option was selected. Please check the tables you want to extract and try again." The current behavior works for when a checkbox is selected. But if I uncheck all boxes and hit the button, it gives me the message, but also opens the file with the data that corresponds to the last checked boxes. The navigation action for the button is currently set to Open File. Any ideas on how to stop opening the file if no checkboxes are selected?  Thank you!

I am trying to build a stacked bar chart with time on the x-axis. Time is being chosen via a parameter in the cubeview and then populating the 12 months prior to the time chosen as well as the time chosen. The time profile being used a custom profile with M1 being April. When I enable "Add Start End Calendar Time" in the data adapter and use "StartTime" as my argument, the data comes through for the right months, however the descriptions for time are that of a standard time profile (i.e. M1 is January) even though it is pulling April data. When I disable "Add Start End Calendar Time" in the data adapter and use "Time" as my argument, I get the correct time descriptions for the custom time profile, but they are out of order (displaying in alphabetical/numerical order).  Does anyone know a way around this? 

I am wanting to use a custom Data Style that I have made in Excel, in a OS Quick View. I have followed the instructions found here  but it seems that the custom style does not populate as an option in the OneStream  Quick View settings. Is there something I have to do after creating it in excel, but before using it in OS? 

I am looking for a way to run a report for all time periods on percent consolidation.  Currently the only way I know how to do this is by running a grid view of for each month.  Does anyone know a more efficient solution?

I have a cube view that is comparing two years and the better worse for each month.  Is there a way to show only the month name only (no year) in the Better Worse column header?

Hi, A question that come back rather often is how to retrieve in a "user friendly" format the workflow an entity is assigned to. You can find hereunder a dynamiccalc you can assign to an UD8 in order to retrieve that information. Hope this helps. Kind regards,   Aymar 'This dynamiccalc member will show the workflow profile of the Entity as an Annotation 'User need to have access to the CubeRoot workflow profile Info If api.View.IsAnnotationType() Then Dim sourceSQL As New Text.StringBuilder Dim returnedText As New Text.StringBuilder Dim wfCubeRootInfo As WorkflowCubeRootInfo = TryCast(BRApi.Workflow.Metadata.GetCubeRootInfo(si, BRApi.Workflow.General.GetWorkflowUnitPk(si).ProfileKey, False),WorkflowCubeRootInfo) If Not wfCubeRootInfo Is Nothing Then sourceSQL.Append("SELECT [EntityMemberID]") sourceSQL.AppendLine(",[ProfileName]") sourceSQL.AppendLine("FROM [WorkflowProfileEntities]") sourceSQL.AppendLine("INNER Join [WorkflowProfileHierarchy] On [WorkflowPro

Power BI is Not Excel 😊 Microsoft Power BI vs. Excel: A Hilariously Technical Showdown Purpose and Functionality: Think of Microsoft Power BI as the flashy superhero of the data world, designed to turn boring numbers into eye-popping, interactive dashboards and reports. It’s the show-off cousin who just got a sports car. Conversely, Excel is the dependable, slightly nerdy sibling who’s been around forever, excelling (pun intended) at data entry, analysis, and complex calculations. The trusty old sedan has seen it all and done it all. Data Handling: Power BI is like a data-hungry beast that devours vast amounts of information from various sources – clouds, databases, and even the web's dark corners. It’s all about real-time munching and crunching. Excel? Well, it's the meticulous librarian of data, handling large datasets with care but getting frazzled if you dump a truckload of info on it simultaneously. It’s great for detailed work, but it prefers its data to be served in manageable

Hello,  We recently upgraded to 7.4.2. Prior to this our Pie Captions were showing up when view the BI dashboard. However, since the upgrade we are noticing that we are unable to see the pie chart caption.  In the BI Designed window I can see the pie chart caption, but when playing the dashboard it disappears. Is there a bug in the 7.4.2 version that affects this? As well I was wondering if there is a way to fix the data labels, currently we have the labels to display outside of the pie chart and we have two pie's side by side for Quarter over Quarter variance, however the labels are all on top of each other and we cannot see the labels correctly. Any suggestions on how to fix this?

Hi all, I might be having a dumb moment here but I cant work out how to overcome a formatting issue. Im trying to restyle some reporting, all the formatting is on style parameters and in this case my highlighted columns are being overriden by the row total formatting. I just want the background colour as per the column formatting. I cant use targetted row overrides as the row set is shared and on a param (it could be one of 11 row sets in this report) Ive tried all the tricks to create a global override but nothing is working.  I cant change the formatting on the row set as its used in multiple places and in a lot of cases it formats correctly, its just this report that works a little differently. Some trick or tip to get round this would be most appreciated!  Thanks, Tom    

Hi!  We are using T#Pov.AllPriorinYearInclusive in a cube view but would like to change the order the months appear from oldest to newest (i.e. Jan to June)  to current to oldest (June to Jan).  Does anyone know how to do this?  Thangs

I have a column performing the following expression: GetDataCell(Divide(CVC(CYAct)-CVC(PYAct)), CVC(PYAct))):Name(PY % Var) The column uses the following formatting: ExcelNumberFormat = 0.0%, ExcelUseScale = True, NumberFormat = 0.0, Scale = 0, ShowPercentSign = True The Cell Amount of the column/row intersection is -26.956   When I run this cube view in OneStream, the number populates as -27.0%, which is okay with me. However, when I export it to Excel, the number populates as -2695.6%.  My resolution is to multiply the number by 100 and then apply a scale to make the number appear correctly. However, if I multiply the division calculation above, it ignores the multiplication aspect.  My multiplication formula is: GetDataCell((Divide(CVC(CYAct)-CVC(PYAct)), CVC(PYAct)))*100):Name(PY % Var) Any suggestions on how to add this multiplication to my calculation, or another way for the number to appear properly within Excel?

After migrating from OneStream version 6.8 to 7.4, it looks like the Excel data groupings disappear after refresh. Does anyone know if this is an issue with the Add-in itself or do OneStream/Quick view settings need to be changed?  thank you      

Cube View within a Dashboard.   When an amount in a data cell is changed and the save button (either the cube view save button or a dashboard save button) is clicked I would like to add in validation code that evaluates the changed amount. A WorkFlowEventHandler allows me to identify the CubeView so that I can isolate the action solely to that cube view.   So far in the WorkFlowEventHandler I have been able to identify the cube view and get code to fire based solely on that CubeView, however it all seems to run after the cube data has been saved. Is it possible with a WorkFlowEventHandler to have code run before the changed amount is saved to the cube and not save the changed amount based on some validation/code logic?  

I have a cube view within a dashboard.    The dashboard has a save button which fires a Dashboard Extender rule.  (The cube view save button is hidden). I would like to add a step that, before any changed amounts on the Cube View is saved to the cube, checks the sign of any changed amounts and prompts the user based on a rule if they are sure the sign is correct. Any Ideas?    

I keep receiving this error when attempting to run my dashboard that has a BI viewer component attached to it. I made a bi viewer component and assigned a cubeview MD data adapter to it. created my BI viewer and everything works fine. However, when I assign it to my dashboard I get this error. I've tried attaching other cubeviews to the data adapter and making other BI viewers but I keep getting the same error. Has anyone else run into this issue?    

I have a column where I'm using a GetDataCell formula and I want my Time Row Header to show a date different than that of the Pov.  I've had a solution that uses a Business Rule but wanted to see if an out-of-the-box solution is available. 

Hello I am trying to create a type of dashboard that will contain multiple reports. I want that whatever report has data, only that should appear and report with no data should get suppressed along with its rows and columns too whenver I execute a dashboard? Can this also be achieved via a Cubeview? Please suggest?

With power query in excel, you can connect to a database one time with your credential then they are stored in the document.  If the connection is refreshed on another computer, credentials are required to refresh; however if the connection is refreshed for the latest data on your own computer credentials are not required.  This is a great set up for overlaying python scripts to refresh the data in automated fashion leveraging task scheduler, see below for example script with just a simple power query connection: import win32com.clientimport time xl = win32com.client.DispatchEx("Excel.Application")wb = xl.workbooks.open(fileName)xl.Visible = Truewb.RefreshAll()wb.Save()xl.Quit() Is anyone aware of a similar type set up with the OneStream excel add in.  As far as I can see, you have to log in your credential each time you open excel and hit the refresh sheet button each time you want updated data.  Most times this works just fine, but there are certain case

Hi Team, I want to add one excel that display all the contents in start of a book. I tried to load the excel file in a folder and try to pull it through the add file component in the book but i am unable to fetch it in the report while executing. Is there any possible way that i can achieve this?   Thanks

Hi, I have a book, with different report, but 2 of them are excel spreadsheets with cubeviews inside. They work, but after created and attached i am getting this error if i want to open it again and do any change.   Error in DXCustomFunctionsHelper.GetSpreadsheetDataProvider(). The spreadsheetDataProvider is not available using the Workbook's Tag property. It works in the book.... Any idea? Anyone?   Thanks JJ  

Dear community, I need to display numbers in columns in cubeview. Is that possible?  Please refer below image for better understanding. TIA

Does anyone know how to use VBA code to save offline copy?  I know VBA support the following, but anything for save offline copy? RefreshXFFunctions()  RefreshXFFunctionsForActiveWorksheet() RefreshQuickViews() RefreshQuickViewsForActiveWorksheet() RefreshCubeViews() RefreshCubeViewsForActiveWorkSheet() ShowParametersDlg() ShowParametersDlgForActiveWorksheet() Thanks

Hi All, I am trying to display percentage values for the different continents in a BI Viewer component with a Choropleth Map. The display of the values works, but I would like to see only one label per continent, as is the case with South America, for example, and not for each individual country, as is the case with Africa and the other continents. Is there a way to change the labeling to only once per continent?

We currently have a cube view built out to compare specific GL account values from quarter to quarter. Some of these values needs to be translated using using FX rates. We have AverageRate and ClosingRate, but when assigning the Currency in the Cube view it seems to default to AverageRate, but the requirement is to be using ClosingRate values.  Is this best way to do this through an XFBR rule? Help is greatly appreciated, thanks!

Hi all, I have created cube view wherein I have used E#Test.Base in Member Filter 1  (Test have 2 children A and B). I need A and B in Member Filter 2 to act as param value in the Dashboard XFBR String. How can I achieve this ? Thanks