Reporting

Hello Team, By using following entity filter "E#Root.WFProfileEntities" we can pull the children's of workflow parent entity in Cube view & Quick view. How can i pull workflow parent entity in CV and QV. Can you please help us to provide the solution.

I was wondering if it's possible to include Gross Profit as a column in a bar graph in BI Viewer. Specifically, I want to calculate Gross Profit as the total Revenue minus Expense accounts and display it as a separate bar in the chart.I've tried using Calculated Fields, but I haven't been able to get the total to appear correctly in the visualization.Has anyone successfully done this in BI Viewer, and if so, what approach did you use? Any help would be greatly appreciated!

I have several excel reports that use macros for sorting the data rows. The macros work when I am in excel and run after I refresh OneStream, however, when running the report in a book and generating to PDF the sorting macros are not running correctly. We have found that different preference settings within the excel add-in help with getting the macro to run in Excel, but I haven't been able to figure out why it's not working in the book. Any help or ideas appreciated!

Does anyone know how to add another row or column level dimension to an existing QuickView? The rebuild button in the Panel doesn't seem to be activating or changing anything. Can you please show me how to do it properly? Also doesn anyone recommend any beginner video tutorials, there doesn't seem to be much online.

Dear all, Could you please advise is it possible to generate and send direct link to certain cube view to recipient according to which he can open cube view (so that he doesn't have to search for a folder and cube view in this folder in OneStream)?  

Hi OS Community, I’m revisiting our key reporting dashboards and wanted to check if there have been any updates to the tabbed layout functionality. Since our dashboards pull large datasets from BIBlend tables, we’ve used button components as tabs to avoid long load times caused by the tabbed layout preloading all content at once. Has there been any change that allows us to restrict data loading when opening a dashboard, or is our current approach still the best practice? Thanks!

We are using the multiselect tool to gather certain entities for reporting, which will show up in rows in a cube view. We're returning to the cube view the values from the multiselect via an XFBR. When the user chooses the entities, we can't get the resulting members in rows to show as description, only as member name. Anyone know how to return the description in a cube view/report? 

We have a chart in which data will be at 0 for most of the year.  Is there a way to tell the chart not to print the remainder of the line if it is 0?  We tried to set up a member to return Nothing if the data = 0.  It looks like the chart is interpreting Nothing as 0.  Is there a way Ii can say if a cell is 0, set it to NoData.  And would that make the chart stop showing the lines on 0?As we move through the year the actual number will get bigger and the drop to 0 for the remaining months will look even worse.Thank you,Scott

I have a button on a dashboard that needs to change the values of two parameters with one click of the button. Is this possible without building an XFBR? The "Bound Parameter" property implies it can only control one. Placing a comma between two parameters in this property does not acknowledge the second parameter. 

I want to give users the ability to add attachment in the cell with a dynamically calculated UD8 member. Dynamic calculation places the value of 1 into that intersection if the file attachment is present and the value of 0 if there is no attachment. I use these values to change the formatting of the cell if there is an attachment. I am an Admin and I have no problem attaching the file. However, other users are getting the "Error saving data attachment" message. I wonder what governs this and if I can give my users the ability to add attachments to that cell? Any suggestions are appreciated.    

Hi everyoneWe recently upgraded to OneStream version 8.4 and are generally enjoying the experience.  I do have a question that I would like to pose to OneStream and the broader community.  Within the "Fixed Issues" section of the version 8.4 release notes there was the following:What was this intending to resolve?  We have seen an issue when we try to connect to both the OneStream and EPM excel add-ins to retrieve data from both systems.  When logging into the OneStream add-in, we get the following error message.  The solution has been to disable the EPM addin, close Excel, relaunch it, login to the OneStream addin.  Once we've done that, we can reenable the EPM addin, login to that, and then we are good.  Until the next time.Our hope was that setting the add-in compatibility filter to true, as shown below, would resolve the issue we are seeing.  Unfortunately that is not the case.   I'm looking for any advice or detail on fix in t

Hi, I have a use case to format V#Annotation text fields in a Cube View to Red when it's blank, with Entity in CV rows. I'm using a Literal parameter, and using the XFBR to return "Background=Red" for the purpose. The issue I have is that I cannot seem to get Entity from Cube View to use in XFBR. Since Scenario and Time are tied to Workflow, can get those with no issue. Below is my code section to get Scenario, Time and Entity, but Entity is null when I checked inside the XFBR rule. string wfSceanario = args.SubstVarSourceInfo.WFScenario.Name;  //works string wfTime = args.SubstVarSourceInfo.WFTime.Name;  //works string currEntity = args.SubstVarSourceInfo.PovMembers.Entity.Name;  //doesn't work   Anyone has advice on how to get the Entity name used in Cube View Rows, in my case? Since Entity is not passed, all my cell rows are Red now.    My Row definition in the Cube View: Appreciate the help!

Edit: Have determined that if I remove a column from the BI grid view and then replace it, data will populate the component again. Still don't have a reason or fix for the issue.    Hello, I have a BI viewer that works fine in the initial setup/shows data pass through. I will run the BI in a dashboard once and it will also work correctly. If I run the dashboard again, it stops displaying data. I checked and my data adapter functions as expected, and if I delete the BI and make an identical version it will also work initially in the BI Viewer component once and the dashboard once.  The viewer operates off of two combo box member lists, and I've confirmed that those update my dashboard data set rule when I refresh my dashboard.  If anyone has any input on this situation it would be much appreciated.

Hi all,   Here's the situation: There are several CV with the same accounts as rows (CV1, CV2, CV3, etc.) that have slightly different columns. For each main CV, it's needed to drill down until arriving to the base. Would it be possible to set a navigation CV to a common CV with dynamic columns so that the CV can adapt to each main CV? I would like to avoid creating a CV set for each main CV.   Thank you

Hello, I'm learning to use BI Viewer, is there a way where I can drill down the entity dimension from region to base level? I've tried different expansions and I either get only regions or everything and when I try to drill down the region, it just gives me the region again and not the base entities that make up those entities. Thanks, Will

Hi,  Has anyone created an intercompany report by entity? I'm trying to use the vstagesourceandtargetdata table - is there any documentation with descriptions of the table's columns? Thanks!  

I’m working on a Drill Back Dialogue in OneStream that uses XFDataTable, and I need to display a sum total row at the bottom of the table, similar to how it appears in a Drill Down. Currently, my Drill Back table retrieves and displays data correctly, but there’s no built-in option to show a total row. I’d like to dynamically calculate the sum of a specific column (e.g., Amount) and append it as the last row in the table. Has anyone successfully implemented this? Would this require modifying the Business Rule handling the drill back or is there a UI setting that allows this? Appreciate any insights or sample code. Thanks in advance!

Where do I find documentation for the function "XFMemberProperty"? The best I've found is the Design and Reference guide. But it just asks you to refer to the "Samples tab in the Member Filter Builder."    I spend a lot of time poking around by trial-and-error,  before I am able to figure out what property names are valid.  In the cubeview editor experience, the property names aren't easily "discoverable".  Nor does it validate your expressions until you execute the cubeview.  So every time you make an invalid guess at a property name, it can cost you a significant amount of time, (depending on how quickly you can fill in the report prompts, and how long it takes for the cubeview to be rendered.)  

I have a custum tree hierarchy with multiselection,  It looks like this  Is there a way to format this component to open like this:  

I had multiple, fully functioning quick views in my excel file.  Once I saved my excel file and reopened, OneStream no longer recognizes two of the quick views.  The name manager in excel still has the values associated but OneStream is not recognizing the ranges.    Has anyone else had trouble with this?  Is there a way to quickly restore a complex cube view without starting from scratch?   Thanks, Sean

I have a cubeview with 1 Row = A#NetIncome.TreedescendantsInclusiveR. I would like to have the accounts collapsed, so that the report doesn't have all the accounts/rows expanded.I have set RowExpansionMode = CollapseAll, but it did not change anything and all rows are still expanded. Am I missing some other configurations?

Is it possible to format point labels in the BI Designer, in terms of text color and outline? For example, I'd like to remove the outline around the label, make the text bold and color black. Thanks!  

Hi all, I am trying to upload data to the text field Text3 in a UD2 dimension. I have been looking around in the available functions in the OneStream excel add-in, but I am not sure which one is the best for this. I tried the function  XFSetCell, however this function saves data to the amount field based on the Parameters supplied. I only need to upload a string of text to the Text 3 field of a UD2 member: Thank you all for your help!      

Hi, I'm trying to block input to UD3 None (for example) using the Cube setting in Data Cell Conditional Input,  but only for accounts that have a certain UD3 Constraint. Basically, I had to add None into the constraint for some rule logic,  but I don't want anyone to be able to enter data there by mistake. I normally test the Member Filters of blocking rule by just putting the Filter into a Quick View, but I am struggling with this one.  This is what I have: A#PL.Base.Where(UD3Constraint = MyUD3Constraint_1) But that does not work.  I think the issue is that the UD3 Constraint can vary by Cube, rather than being a strictly defined property of the member.  Not sure if it's possible to define the Cube in the Where clause? Any ideas welcome!

Hello - I have a dashboard with 6 buttons across the top - each one is set to display a different cube view. The time dimension for 4 of the CVs are set to workflow time, where the other 2 I want the users to be able to select a period from a list, because these 2 are designed to show historical variance commentary. I set up a member list parameter with the time periods and added it to the two cube views. Now when I open the dashboard, the prompt automatically appears for every CV. I checked and couldn't find a way to only have this prompt appear for the two cube views. What settings do I need to enable or disable for my dashboard so 4 out of the 6 run off workflow time, but when a user clicks a button for one of the 2 others, the time period prompt appears?