Reporting

How to create a form with dynamic cost buckets (columns) that change every year for different entities in OneStream ?

Hi Team, I wanted to double check if origin Import can be used within XFSetCell. It gives me error and my assumption is we can only use origin Forms.  It's strange that this field is not predefined and we can type there "import": Many thanks!  

Hi, I have a button that runs a dashboard extender business rule. Between the 4 server options available, which one should I choose when, and should I even care about choosing the right one (i.e. when does it make a difference)? Thank you      

Apologies if this question has been answered elsewhere - I have been searching for a while but didn't find anything that solves my problem.I have a cube view with a single column whose member filter is T#|CVTime|.BaseIt displays 12 columns, which is great - one for each period of our fiscal year. For example, if CVTime is 2025 then the cells of each column going left to right will have their POV Time as 2025M1, 2025M2, ... 2025M12. Wonderful!However, on a single row within the cube view, I want to instead display values from the previous fiscal year using a column override for that row.  In other words I want the POV Time for the cells in that row to be 2024M1, 2025M2, etc.Seems straightforward but the two seemingly obvious options I tried do not do the trick:T#YearPrior1(|CVYear|).Base  (yields 2024 for each column.) T#YearPrior1(|CVYear|.Base) (yields 2025M1, 2025M2, ... 2025M12)   - I don't know if it matters but it's not clear to me if that's how the syntax

Is there a way to format 'NoData' cells so that when the report exports to excel it shows a dash or 0, instead of the cell being blank?

Is it possible to use a variable or dynamic selection on the the index?  For example, I would like it to vary based on the cubeview time, e.g. - an index of 1:(SubPeriodNum). See example below.

Hi Team, 2 users having the same access and same Cube view POV . One of the users is unable to see a total UD1 column while other can see it. Has anyone come across this before?

Hello Experts,Is it possible to use Combo Box and let users select value from the list in Cube View Rows (Headers) just like how we do in Excel. I see an option called Cell Type which has Combo Box but when i try it, doesn't work for some reason. Thanks in advance for the suggestions.  

Has the syntax for Navigation Action changed to include workspace name in .v8? We have buttons that open up cubeviews that have been working fine in the past, but now don't work since we upgraded to .v8.1.  Others actions like open up workflow or other dashboards work fine. Just DataExplorer that's not working. TIA    

Hi All, I'm trying to create conditional formatting based on the scale. I would like to have the number format without decimals when the scale is set to 3 or above and vice versa when the scale is set to zero. Do you have any idea?FYI - The scale is a parameter that the end-user can select in the cube view.  Thanks, Davide

Hi All, Our external auditors are requesting an audit report showing all the changes applied to the cubeviews. I researched in the "application reports" but could not find anything that fits the requirements. Do any of you have insights or know of any potential workarounds?Thank you, Davide

This is a follow-up to my prior post about Parcel Service. Converted my excel worksheet to CV's and imbedded them in a Book.  That works great and I can pass parameters and burst without any issues.  In the Admin guide under the Book section it talks about adding a Report.  I added 4 Reports with Report Type = 'Dashboard Report' and 'Dashboard Chart' and selected the related Component Name.  There were two - One listed as a 'Large Data Pivot Grid' and one listed as 'Spreadsheet'.  When running the book, nothing gets created in the Excel workbook generated for these 4 new members. I thought I saw somewhere that you could use a book to generate output from a Table.  In the above, the spreadsheet has a 'Table View' imbedded that works fine in Excel or in the Dashboard.  The Large Data Pivot Grid also works in the Dashboard. Is my issue that it does not work with anything that is imbedded in Excel.  In writing this I went back and linked the Report t

Hello, I'm trying to sum up a calculated amount using Row Column Intersection and I cannot get it to work properly. I'm using Rows Override in order to sum up these calculated amounts (also using row override). So the Input Inventory Amount, I put some dummy info in and the calculated reserves are taking those amounts and multiplying it by those percentages (name override as UD8#None). So the amount in LC column should be 265LC, but I cannot get it to populate. Below is my row override formula. I've tried putting a row range but it comes up with an error message of Invalid calculation script. I don't want to make a new UD8, because I don't really know how to do that, so if it can be done with a CVRC, or a different formula, that would be great! Thanks, Will

Relatively new to OS and trying to figure out what may be preventing me from pulling newly imported budget data into an excel report via XFGetCell. I've verified the data exists in OS using the dashboards.  Now I'm trying to compare the data from the Actual Scenario with the Budget data in Excel.  I'm able to pull the actual data without issue.  The Budget data, however is coming through as $0.  To troubleshoot I change just the scenario parameter in the formula from Budget to Actual and the Actual data pulls as expected.  So, I believe there must be a step I'm missing in the import to push it to wherever it gets grabbed by the GetCell formula. Hoping someone out there has an idea. TIA

Is there a way to format excel cell's = 0.000 when exported? It is possible with Cube View formatting if NumberFormat = N4, but I cannot figure out a way to format it the same when exporting the CV to excel. Any information is appreciated, thanks!

Looking for some advice on the best way to incorporate a background image on a dashboard. Say for example you want to have a nice Splash screen that has a nice background image that fills the whole dashboard. Layered on top of that dashboard could be a label and a few buttons taking user to other dashboards. I can see its possible to add background color to a dashboard in formatting settings but not an image

The users would like to see Time member Descriptions whenever bringing up a Member Selection window (e.g. when creating Cube Views or Quick Views). This issue appears to be specific to the Time Dimension itself, where any other Dimension will provide the Name and Description, Time only displays Name. Is this a setting within OneStream somewhere that can be changed?

OneStream Release Notes.  There is a release note saying that in 8.2 you can embed refreshable content allowing users to edit and narrate a document for the purpose of inserting content in a published report. Where would I find more information about that please? Thanks very much.

Hi All Here is an example of the problem I am running into. Previously we had an entity called ABC, the hierarchy looked like this, ABC I was asked to create a hedge and a new parent entity. So it now looks like this Total_ABC      ABC      ABC_HEDGE My problem is when I am trying to pull "Total_ABC" to validate, "ABC" and ABC_HEDGE" are not rolling up to "Total_ABC".   I have already ran a force consolidation to try to resolve this problem.   Thanks!  

Hi  I would like to know if there is any settings or how would you deal with a cube view which has a member filter and in there a calculation for example F#None:UD4#AA5EX32011:Name(Cents):GetDataCell((Divide(CVC(Col1), CVC(Col3))*100). The user then exports the cube view to excel and converts each cell to an XFGetCells. See Screenshot 1. Once this is done the columns with the above formula return errors due to the calculation in that members. See Screenshot 2     Any advice or settings or best practice on how to deal with this? Regards Rehaan  

I have a column template an the final column the client would like to make comments.  This is the V#Annotation.  I am doing balance sheet planning and have in the rows a mix of V#Periodic for flows and V#YTD for the balances.  The views in the rows take precedence over the view in the column.  I need to use the Row Override in the comments column with the V#Annotation in my column template.  The problem is there is no way to easily define all possible row name in all my cube view forms.  I think there should be some absolute override for all rows.  Does this exist or is there another way to do this I don't know about?

Hi I'm trying to fit the Cube View contents to the width of the page. When I set "Auto Fit to Page Width" = "True" and "Auto Fit Number of Pages Wide" = "1", it increases the font size until the CV reaches the margins, instead of extending the rows with the line-item descriptions. Is there a workaround for this? Regards, Allison

Hello- I am looking to build a shared column template to use across a number of existing row templates. One Column needs a format override applied to all rows. Unfortunately, CV row sets that this needs to be applied to, have differing naming conventions, (not row1, row2 , etc) When defining the Row Range in the Row Override, is it possible to have enter value that will apply to all rows? regardless of the name? Regards

Can a databuffer be made available in a dashboard data set business rule? I'm trying to get a data buffer data into dashboard data set so that I can manipulate the output for reporting.   I tried passing the databuffer from globals.getobject, but even though the object is visible, it doesn't expose all the methods.

I am trying to insert a row into a OneStream Application SQL Table through the SQL editor Dashboard component.  I am getting the following error message.  Is this something that needs to be changed in the SQL or a component setting I need to change.  At the moment I have not added anything additional to my SQL create table statement except the column names and a primary key for the Row Number.