Reporting

Hi, has anyone figured out how to add files to Narrative Reporting. In the Admin area I have blanks in the Source File Name column for my documents. I cannot seem to figure out how to add word docs and cube views into the fields. Ideally, I would want the package to populate out a cover page which would be summary of MTD and YTD results followed by a page for both results in Income Statement format with a variance explanation page last. Thanks for any help in advance

Hey All,We got a recent requirement of implementing a conditional statement inside the cube view columns. The user wants to calculate a certain column on the basis of the value of another column. The design is explained below:If B <> 0 thenD= B+Celse if B = 0 thenD= A+CABCD1010020120 (100+20)200130150 (20+130)0203050 (20+30)I'm currently facing difficulty to implement this solution inside the cube view. My first shot was trying something in the XFBR string but that I couldn't get around the logic to implement the same.Any leads will be appreciated. Thanks!Pragyanshu BansalJackLacava OSAdmin 

Is there a way to drill through the entity hierarchy in a Quickview that shows the total of Top in the Consolidation dimension? I have users asking me if this is possible.   In the example above 87M is the total amount of the child entities including eliminations showing in the second Quickview but no total. The first Quickview is at local before eliminations therefore doesn't addup to the total of 87M. I've tried to use CAD but get the same numbers as local.    

Hi, All, I am planning to generate the report for users who are active/inactive, last login date? I am reviewing the Framework audit tables however I couldn't find exact fields. Can you please let me know ? thank you

Hi all,I have a simple cube view where on the row I have Tree expansions, like the following one:UD5#MemberName.TreeThe reason I am using Tree instead of TreeDescendantsInclusive or others is because I want the rows to collapse on opening  and RowExpansionMode=CollapseAll only works with Tree for the first dimension of the row as far as I now.Now, the issue is that I would like to remove a member from the rows and the Remove does not seem to work on Tree, while it works on TreeDescendantsInclusive and others.U5#MemberName.Tree.Remove(U5#None) returns this (expansion enabled=yes, none removed=no):U5#MemberName.TreeDescendantsInclusive.Remove(U5#None) returns this (expansion enabled=no, none removed=yes):Is there a way for me to have both the ability to expand/collapse the rows and remove members from the hierarchy, or it is just a trade-off with the impossibility of having both at the same time? Thank you 

Hi All,I am trying to use a font in Onestream which seems to be working fine in the cube views and Excel extract, however it it does not work in PDF. May I know the reason why it is not consistent? I have updated application properties, hard coded in business rule, and added the font family in the cube view itself. But does not work on PDF which is the most important one.Any suggestions?

Dear all, Is there a way to show for instance journal data and also identify which are the names of the journals involved in a given intersection? For instance if there are 3 journals going to the same intersection, recover in a CV 3 lines, describing the detail for each journal name? Thank you in advance.Best regards,Carlos

Hello, we encounter the following behaviour with the OneStream Desktop Client and the Excel Add-In: The Server Adress URL is stored in c:\users\[username]\AppData\Roaming\OneStream\Common\Settings\webserverurl.txt As soon as I click connect, the URL stored in the webserverurl.txt file gets deleted with the next start of the desktop application or the Excel Add-In, the Server Address field is empty and I have to get the Connection URL by clicking the three dots next to the Server Adress field (which is quite annoying). Does anyone of you encounter the same issue? Regards Martin Gebhartl

Is there an audit on FX rates, to see who updated the FX rates?

Hi,I have created a dashboard with a Reset Scenario button.The code behind the button updates the workflow time, wf start time and wf end time of the workflow scenario (there is actually a dialog dashboard in between, i.e. when I press Reset a dialog box opens asking what the new WF Time should be, and user can press OK to reset the scenario or Close the dialog. WF Start and End times are determined based on the WF Time).The issue I have is that the workflow POV does not change, unless we click on a different workflow step, which can be confusing. So if I change the WF Time of the scenario member, using the Reset button from 2024 to 2025, the workflow time POV (the one shown in the OpenPlace tab) does not change, but as soon as I click on the following step (eg. Seeding) the workflow time POV changes to 2025.How do I make so that the Reset button forces the workflow POV to refresh? Do you think is something that I can achieve at dashboard level (through refresh or redraws) or business

Spoiler (Highlight to read)  Hi everyone,I am trying to replicate an example that i have created in OneStream 8.2, where I have a combo box inside a cubeview:But when I do the same in OneStream 8.4, the combo box doesnt work:I replicated the same parameterization in both version but I dont understand why in 8.4 doesnt work.Does anybody knows if there is a bug? Thank you   

Hi,I need help implementing conditional visibility for a button in my dashboard. In the attached image, there's a Store button that I'd like to make visible only when the "Single Store" option is selected in the Store Hierarchy combo box. When any other option (e.g., "All Stores," "Takeovers2024FY," etc.) is selected, the button should either disappear or have a different style to appear disabled.Can anyone guide me on how to achieve this behavior?Thanks in advance! 

Hi, Is it possible to create member filter in QV using Text1 that varies by Year and Scenario. Is it dynamic enough to read T# and S# of POV and use them to get Text1?  For example, I have few members with "AAA" in 2024 and "BBB" in 2025.  In other members, "BBB" is in2024, and "AAA" in 2025. I want to pull all UD2 members that have "BBB" in 2025. If this doesn't work, other way is BR "CustomMemberList" I guess. Anyone has sample code that can create list by reading Text1 in 2025? Thank you in advance, Mikki

Hi, All I have a column in a cube view for which I need to get the time description prefaced by "YTD". This was no problem for the current period as I could use a variable "wfTimeDesc" as follows: T#WF:Name(YTD |wfTimeDesc|) However, when trying it for a prior period, I couldn't find a variable to use that gave me a description.  This is close, as it returns "YTD M9 2023" but what I really need is "YTD Sep 2023": T#PeriodPrior12(|WFTime|):Name(YTD |WFSubPeriod| |WFYearPrior|) I know I could add a header row and put it underneath, but this was the request, if I can do it. Thanks in advance!    

Hi, I am creating a report for our auditors that takes the IC accounts and their elimination "Plug" account throughout the Origin dimension. I don't want to create a bunch of separate reports for AP/AR, Sales/COGS, IC Expense, etc. My thought is to define these in a Parameter and then build a book. Can anyone point me to a good starting point on how to define these 4 different drop down options? For example, the AP/AR one would include A#19999, A#29999, and A#IC_DIFF, and the report user would select AP_AR_DIFF or something like that. Any insight is appreciated - the forum has been very helpful! Thank you!

Hi All,is there any way to clear the added comments in V#VarianceExplanation/V#Footnote using rule or any other method. I tried using rule but it's not working as expected. we are storing our comments at parent entity and mostly Top members in UD dimension , please let me know if any other information required.our intersection where we are storing the comments:E#ParentEntity:P#?:C#USD:S#ActualComment:T#2023M9:V#Footnote:A#acc:F#EndBal:O#Top:I#Top:U1#TotOPU:U2#Top:U3#Top:U4#Top:U5#None:U6#None:U7#Top:U8#Top

Hi everyone,I would like to create a table with an overview of the answers given to the certification questions in the certify steps per entity.Does anybody have experience with this? I think this data is stored in one of the application tables. I was wondering if this is the 'CertifyQuestionInstances' table. Would there then be a way to translate the keys into readable data? Any help would be appreciated.Thanks a lot.Floris

Hi  I have a problem with dril Down in BI Viewer.  Part of our UD1 is as follows:   BU1000 - EGMONT GROUP           BU1500 - Other Business line                     BU6000 - HOLDING AND SERVICE         BU6100 - HOLDING COMPANIES                           I have done the following: 1: Cubeview       Cubeview exportet to excel gives this     Please notice that top level BU1500 do not aggregate the data. And this is correct, totally 1.7.   2: Dataadapter:   Pivot in  BI Viewer looks like this:       My drill down in Charts i BI viewer  looks as follows: Start: Total 5.1     Drill first level: Total 5.1     Drill second level: Total 3.4   The red box should not be there   Drill third l

hi all, I hope you are doing well. I've a cube view with 2 columns and need to add another dimension, is his a bug to have only 2 dimensions? Thanks in advance. Regards Mario Guerrero

Looking for some sample code to help me get started with adding in a new row through the SQL Table Editor, where a few of the columns are prepopulated on row addition through Dashboard Extender BR Code

Hey all, So i'm trying to solve the display name of a view member in a cubeview column. I manage to change the display name by using Delimited List by changeing display name in parameter dropdown to "TTD" in this case. However the membername in the cubeview column is still the original membername in the dimension (Trailing4Months). I tried Member List as shown on prontscreen below. I did also try the condition rules in the cubeview but did not find any returning input of display name. I think I could solve this with XFBR but wanted to check here first to see if there are any "Built in" solution to handle this? Thanks in advance     

Hi,   I am trying to use the XFGetHierarchyProperty Spreadsheet function to return the "Parent member name" property of a member.   I tested the function by returning the HasChildren property and that is working fine.   However, how do I return the "Parent member name" property? Is that possible and what should I use as property string in the function? (the one below is not working and returns an error as you can see)   Thank you

Hi, Is there a way to format the options in a member list parameter to only display the member description? I've tried using :Name(|MFUD1Desc|) but this doesn't change the outcome visible to the end users. Thanks,

Anyway to display text value in Cubeview without creating UD8 member.I was able to filter using text in row but I want to display what does it mean to make it more presentable.    

Hello, I currently have a dynamic formula that pulls the max value, but was asked to use that formula to get the absolute value that is also a negative the highest amount to pull that value as well instead of being 0.  Here is the current formula I'm using Dim dAmount_1 As Decimal = api.Data.GetDataCell("T#Pov:U8#None").CellAmount Dim dAmount_2 As Decimal = api.Data.GetDataCell("T#PovPrior1:U8#None").CellAmount Dim dAmount_3 As Decimal = api.Data.GetDataCell("T#PovPrior2:U8#None").CellAmount Dim dAmount_4 As Decimal = api.Data.GetDataCell("T#PovPrior3:U8#None").CellAmount Dim dAmount_5 As Decimal = api.Data.GetDataCell("T#PovPrior4:U8#None").CellAmount Dim dAmount_6 As Decimal = api.Data.GetDataCell("T#PovPrior5:U8#None").CellAmount Dim dAmount_7 As Decimal = api.Data.GetDataCell("T#PovPrior6:U8#None").CellAmount Dim dAmount_8 As Decimal = api.Data.GetDataCell("T#PovPrior7:U8#None").CellAmount Dim dAmount_9 As Decimal = api.Data.GetDataCell("T#PovPrior8:U8#None").CellAmount Dim dA