Reporting

Hi,  I have been working on creating reports for some time and after trying different options I have some questions: Mainly: how are the reports created by default? How did you solve (usually) the problem of the comments?  I had originally planned to work with Books but they have (IMHO) limitations in the format or the comments are not displayed well, so I have ended up in Excel where the CVs are retrieved and commented. However, I have many reports that often only change in the query (MTD, YTD, segments) and I would have to create a CV for each report (I have also done this but it is getting confusing, therefore I would need to save some of them). How should I most efficiently create reports where I explain deviations in the products, deviations in the P&L at monthly and annual level (and this for several UNITS) and deviations in the balance sheet? BTW What is the best way to upload the comments in Onestream from Excel? Is there a good PDF manual with all of this informa

Is there a non-admin role in onestream for health/performance monitoring, without any admin rights? Else is there a REST API to auto-export the "tasks" and "errors" logs on a recurring basis?     FYI, Since our recent v8 upgrade, my REST api calls to the onestream service are failing with intermittent and unexplainable issues.  The api never returns anything helpful in the way of an error message.  I only get 5xx codes with no content bodies.  I'm assuming that any information that may be relevant is found only by digging into the nullreferenceexception's (in the adminstrative tools found in the front-end U/I below)       ... while software developers should not be able to administer a production environment, we should be able to at least investigate these random and unpredictable errors (internal server errors).  I'm hoping there is some sort of read-only role for that, or at least an API to export the information that would otherwise be f

Hi Team, Please help us if any possible way for below requirement. I have multiple rows and columns. here, If my three columns "Time 3(D2), Time 4(E2) & Time 5(F2) are have zero data, then Row "Entity 1(A2)" should get hide. i have tried CV suppression setting but it is suppressing the row when the entire row have zero or No data. Kindly let me know if any other setting needs to apply.    

delete button/icon is greyed out to delete assemblies. how can an assembly be deleted?

I am building a UD8 dynamic calc to bypass the limit of 4 cube view overrides. The calculation will read the referenced member (e.g. A#Net_Income:S#Actual) and return a different member intersection (A#Net_Income:S#Plan2024) In order to return the correct plan scenario, The UD8 member must read the time parameter used in the cube view. This functionality exists, but is throwing an unexpected error. My parameter exists in the default workspace. To pull my literal parameter value, I have the following code: TimeParameter = "Param_Time_LitValue" Dim TimeMbr As String = BRApi.Dashboards.Parameters.GetLiteralParameterValue(Si, False, Guid.Empty, TimeParameter) TimeMbr returns the value "Unknown". From my research, this error occurs when you reference a parameter that is defined in a different workspace, which is not the case here. I would appreciate advice on what I am doing wrong. The sample code I am following is found within BRAPI>Dashboards>Parameters. The sample says that the Tim

  When I do a keep only on this quickview below, it causes all rows to disappear.  only way to get around it is to choose the entity I want in the parameter/member filter builder.   Why would keep only cause all rows to disappear?    

Has anyone figured out a way to use an XFBR to determine the Bound Parameter on a Combo Box? It seems like a no-brainer that this should be possible but I've not been able to figure out how. Hoping someone has figured out what the syntax on the XFBR has to be to make this work or can confirm that this isn't possible.  Thanks

I am trying to create a small POC for using a SQL Table Editor tool.  However, I am unable to edit a table row on the SQL Table Editor even after it is in a Dashboard with all of the settings to do so.  What is the typical reason for this?  I have Default For Allow Column Updates = True and my OneStream Database Server Maintenance Group for Ancillary Tables is set to Administrators (I am an Admin).  I tried setting that to Everyone and that didn't work either.  I am confused on way the basic functionality of this to to edit SQL data is not working.  Any help appreciated!   Thank you!  

Hi All, Can you help me please? Within the Hierarchy for the business, there is a section called GroupEntity. No one is claiming use of this and so I would like to delete it, if possible, to avoid the extra maintenance needed to keep the structure in line with the others each time a change is needed. Is there a way to see where this has been used or gets referenced? I guess I could just delete this and wait for people to shout but if there is a better way to approach this - Please let me know? Thanks in advance for any pointers given here. Cheers,John

Is there a function to lookup the name of a member from description.  I've been looking at the functions for a couple hours and cant find anything

Since upgrading to 8.4, the client is unable to see results in report view. They were able to under 8.2. Is this a known issue?  Here's all we see...  

Hi Guys, We got a request from user to get data from 2023M12 from actual scenario to forecast scenario. for Balace sheet accounts, the value from 2023M12 to be same till 2024M12 for specific account.  Can anyone help me to find way to retain same value for BS account, i have tried but due to activity calculation and endbalance input value, the value become zero for all the months. ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- If Not api.Entity.HasChildren() AndAlso (api.Cons.IsLocalCurrencyForEntity()) Then Api.Data.Calculate("S#FCST_6_6_Test_Same_value:A#121010:V#YTD:T#2024M1:O#Import:U2#None:U3#None:U4#None:U5#None:U6#None:U8#None = S#Actual_Proforma:A#121010:V#YTD:T#2023M12:O#Top:U2#None:U3#None:U4#None:U5#None:U6#None:U8#None")End If If Not api.Entity.HasChildren() AndAlso (api.Cons.IsLocalCurrencyForEntity()) Then Api.Data.Calculate("S#FCST_6_6_Test_Same_v

Hi all, I am exploring the functionality of cell formatting based on the text of column header 3-6, I noticed there is a conditional formatting ColE1HeaderDisplayText and ColE2HeaderDisplayText, but not sure if the same function could be applied to header 3 -6 as well. Thank you.  

Hello,  I am trying to change the columns of a cube view so that using entity ChildrenInclusive we get each column sectioned by each entity and in one single tab. We want this to be in one tab, not multiple tabs so I didn't think a book would work. I was able to make it look like this with these columns members. However, in the original CV we had specific formatting for the Variance B/W and Variance % columns which I cannot figure out how to apply to the multiple items in the nested column member. This is what I have currently for format. This works, but applies the pink formatting across the first 3 columns when I only want it on the Variance B/W column. Is this even possible? NumberFormat = [#,###,0;(#,###,0);0], If (RowName Contains FSLI) AND (ColName Contains Entity) AND ((CellAmount > 4000000) OR (CellAmount < -4000000)) Then BackgroundColor = Pink Any ideas or other ways to go about this? Thanks, Megan  

Hello OneStreamers, I'm looking out for a potential solution to create a custom Entity Drop Down that displays Text2 property value inside the dropdown. Eg: Entity Name Text 2 Property EntA ABC EntB DEF EntC GHI Now, when I fetch the Entity List, the dropdown should show like: ABCDEFGHI And NOT the entity names. Do we have a workaround to achieve this?Thank you!JackLacava OSAdmin 

I would like to apply conditional formatting to a Cube View column that contains "Annotation", "Variance Explanation" or other textual data. I have tried  IsNoData and "CellAmount" conditions, but with no success.   I would appreciate any direction. Thank you!   Yan Savinsky

Hello, I'm building a cube view and we have some small amounts that are causing our B/W Pcts to have a huge %. Is there a way I can use conditional formatting to make the value show as 0 instead? Thanks, Will

Hello, I was wondering if it's possible to have a formulas name changed based on what entity it is on? Currently I have a formula that adds up the intercos of a specific account but when I overwrite the name I cannot get it to show what entity it belongs to. I've tried a couple of variables such as |CVEntityDesc|, |POVEntityDesc| and |MFEntiyDesc| and all of them seem to just pull the WF profile I've currently selected. This is what I was able to do in our Financial Reporting Software that I could make it recall the outer member to produce the name dynamically Thanks, Will  

Good day  I was wondering via format or conditional formatting how can we get the value shown on the cell to be absolute? Regards

Hello, I'm creating a cube view and I created a U8 that looks at Entity text 5. Using the following formula. Dim cfoHelper As New OneStream.BusinessRule.Finance.CFO_FormulaHelper.MainClass Return cfoHelper.GetMember("Entity","Text5", api, si) I've added it to the my CV but it only gives me the text 5 for the entity and not the IC, in which I need it to be. Since IC and Entity go together, is there a way to have it read the IC value for text  5 which is my Level 2 filter? Entity is the level 1 filter and I need to pull all base level entities and the IC entity it has done business with a particular account. So the final column shouldn't all say "CTB" since that's the text associated with the USA entity. I need to it read what text 5 says for the IC member in the level 2 filter. Thanks, Will

I tried using this function to pull the account description but keep getting an error.  I'm sure because I am using the wrong fields.  I looked for samples but can't find any.  XFGetMemberInfoThis function retrieves the description in the system.  Each Parameter needs to be defined.XFGetMemberInfo(MemberInfoType, DimTypeName, MemberName, NameorDesc, NameandDesc)

Does anyone know if its possible to reset parameter selections, like the button does below, via a business rule?  

I would like to know if it is possible to search for contains when selecting data in a combo box. Right now when we search in the combo box for a certain piece of information it is filtered by starts with but we want to know if it is possible to perform this search by contains in a combo box.    

Hello, I'm writing a cube view and our old report (not in OS) has a max value calculation in the columns that looks at the current years values for each entity. I tried writing a GetDataCell(Max(A#Account)) but it's giving me no values. I looked through Golf Stream but didn't find anything but a member ranking which doesn't help. I've also looked at the other Min/Max posts, but they're not exactly what I need. Thanks, Will

We have a dashboard attached to the high level workflow that displays the status of specific steps within workflows. These dashboards utilize Report components adapted from the standard ones. While I understand how to make cosmetic changes to these reports, I need advice on changing the type of data displayed. In particular I would like to display the name of the user who certified the workflow step. Thank you in advance.