Reporting

Hello OneStream team,As part of IFRS 18 implementation changes, we have the following requirement.Separate P/L reports needs to be maintained as per IFRS and Non-IFRS.  Separate S/4 Account to OneStream mapping needs to be maintained as per IFRS and Non-IFRS .For point no 1, we are planning to create alternative hierarchy in OneStream and share the base accounts. based on alternative hierarchy, separate report will be created as per IFRS and Non IFRSFor point no 2, is it possible to create a separate transformation mapping rule based on time. for eg. upto 2025 period 09, it should follow the mapping as per old mapping and effective from 2025 period 10 it should follow as per IFRS.Please advise if there is any other solution to this.Regards,Gaurav

The newest release (9.1) of OneStream introduces the Alias property for just about all of the dimensions.  The only place so far where I have found the Alias as being useful is in search.  I have not been able to figure out the correct syntax to be able to use the alias in Cube Views, Quick Views or any business rule.  My guess is that we are going to have to create a custom business rule that will allow us to call the Alias name and present in a viewable format. Does anyone have an example of where they have been able to display an Alias value in a Cube View or Quick view instead of displaying the default member name and/or description?

Dear all, We have a case in which the client needs several copies of the same CV in excel, but having different parameters (selecting an account node) for each CV. Is it possible?We know that defining the parameter internally in an excel file helps to avoid asking for that parameter again.We tried to put 1 CV connection per sheet and one parameter per sheet, but it seems that only the 1st parameter is read and then updates all CV connections following this 1st set parameter. Do you have any idea how to deal with this in order to keep different parameters for each CV connection?Thank you for the help.Best regards,Carlos

I have a requirement to build a Cube view with 4 Years of Forecast Periods (48 Months) in rows comparing the Current Month Forecast and Previous Month Forecast (Scenarios in Columns). There is various UD Intersections exist for this comparison (Region-Cost Center-Customer-Product). I am seeing significant Performance degrade when I have the Time members in Rows. Report takes very long to render. Are there any tips and techniques that anyone could suggest having time members in rows with improved render time? Or is this not a good practice and should be avoided?

What is your company’s policy for retaining monthly, quarterly and annual data in OS in historical hierarchies?Knowing history changes when you move entities around the hierarchy, I'm looking to see how other companies handle this. Appreciate your input - thanks!

I would like to enhance our RCM / Account Reconciliation to support a more flexible and admin-controlled mass data load or mass updates capability using an excel or csv template.For large organizations, reconciliation information may need to be maintained across many entities, accounts, workflows, and periods. Manually updating records one by one can be time-consuming, especially during close or post-close review.Useful mass update areas could include reconciliation attributes, required fields, risk/frequency classifications, preparer/approver ownership, due dates, comments, and other reconciliation details.It would also be helpful for the process to include validation, downloadable error reporting, security controls, and an audit trail of loaded/updated records.This would improve efficiency, reduce manual effort, and support better control and audit visibility for larger RCM deployments.Thank you.

Hello ! I would like to bring some animations on my dashboard.Anything from animated gif, autoplayed videos, CSS code ... that could be useful !I have tried adding "file viewer" for an MP4 video but the "auto play" attribute doesn't seem to work. I've also tried animated gif, but these are not played as well.Do you know any ways to overcome static objects on the homepage ? Regards,

We are using v8.5 and inserting document variables into our Word document from a Named Range in a spreadsheet using the merge format option:{DOCVARIABLE "{XF}{Application}{File}{Documents/Public/Extensible Documents/Performance Reporting/MPR.xfdoc.xlsx}""ExcelNamedRange=CapInvGrp"\* MERGEFORMAT}The tables are formatted in Excel with column widths, shading, borders, numbers formats.In the Word document, we apply styles to these tables to correct the row height and spacing. One style applies to the headers (left aligned) and another to the value cells (right aligned).When an artefact is refreshed, the formats are maintained and shown correctly for all but the very last cell in every table, which reverts to the "Normal" style:The number style is set up with the “Style for following paragraph” option as the same style.Any idea why this happens and how we can correct it?  Alternatively, is there a better way to force the row spacing in the Word tables without losing it on refresh?

Hi If/when we are going to move to the browser solution, I would like to have my dashboard menu to be align to left. This is how it looks in the app:   This is how it looks in browser. It is OK that icons are in colors, but I can't align the text to left.  Component properties are the following (with no effect) Any suggestion on how to align it? Regards Ole 

Does anyone know where I can look to start getting a better understanding of automatically scheduled monthly reports or packages?  We have several Business Units that all look at the information a bit differently.   Any suggestions on what has worked for your Business Leaders in regards to what they see each month? 

Hello,I am evaluating OneStream Narrative Reporting and have a couple of questions regarding functionality compared to Oracle's reporting solutions: When creating a Narrative Reporting book, is it possible to upload an Excel workbook containing multiple worksheets and then reference individual worksheets/tabs in different sections of the book? From what I can see, there does not appear to be an option to directly reference specific sheets from an uploaded workbook. Does OneStream Narrative Reporting support opening and editing reports directly in Excel similar to Oracle Smart View? In Oracle, users could work with Narrative Reporting content through the Excel add-in. I have not found an similar capability in OneStream and would like to understand the intended approach. If these capabilities are not available, what are the recommended best practices for:Creating a book which includes one Excel workbook with containing multiple sheets that need to be distributed through different secti

Hi Team,did anyone as encountered the PBI reports which are Scheduled to refresh are failing after 2/3 successful refreshes with below error message.Error:“Data source error: The credentials provided for the OneStream source are invalid. (Source at OneStream url /.). The exception was raised by the IDbCommand interface. ” we came to know that in the recent Patch update, this is rectified but we are still facing the same issue.Thank you in Advance.

Hi I am pulling in data from UDI dimension that has multiple levels in the hierarchy. My UDI member retrieve is U1#|!ParamUD1!|.Children.Base.  The data is being retrieved as expected however the parent member is displayed in the top instead at the bottom, screenshot below. Has anyone any ideas how to display the parent member at the bottom. ThanksSam 

Hi all, I am trying to use conditional formatting in a cubeview and color all of the columns but I want it based on the cell value in Col3, not its own cell value. I have If (CellAmount > 0) Then ReportBackgroundColor = Green --- but I want it to be Col3 cell amount coloring col5.   Is this possible?

It is possible to have several Rows in advanced dashboard layout. I have both tried to have Row Hight to * or fixed value. But I can not force a scrool on the rigth side.

Creating a dashboard to allow select user group to see who has loaded data for forecast scenario.  Performed the following steps: Created Dashboard Group for TaskActivity Created SQL Table Editor to pull SQL TaskActivity. Assigned SQL Table Editor to Dashboard group Maintenance Unit is set to everyone for accessUser cannot access the report.  Is there a setting I am missing that allows the user to view the report We are on version 9.2.0.18004  

I have a cube view created with a parameters for Scenarios called: Current_scenario and Prior_scenario.  BW and BW% are calculated within the cube view report.  Accounts are in the rows. Scenario in the columns. I want to create a Ud8 member that places a “Y” for accounts which meet a criteria for review.   I am new to dynamic calculations (be gentle).  I tried the scrip below but I don't think this is going to work.Dim selectedAcct As Member = api.Pov.Account Dim selectedScen As Member = api.Pov.Scenario Dim selectedTime As Member = api.Pov.Time Dim ParentRow As Decimal = api.Data.GetDataCell("T#[" + selectedTime.Name + "]:U8#None:S#"+selectedScen.name:V#MTD:A#"+selectedAcct.Name).CellAmount Dim ParentRow2 As Decimal = api.Data.GetDataCell("T#[" + selectedTime.Name + "]:U8#None:S#"+selectedScen.name:V#MTD:A#"+selectedAcct.Name).CellAmount Dim Result1 As String = "" Dim Result2 As String = "Y" If (Not selectedAcct Is Nothing) Then              If ((ParentRow-ParentRow2)>=100

I am relatively new to OneStream and have recently taken responsibility for managing the platform within our organization. As I look for ways to improve the user experience, I feel our current reporting structure may be excessive. We currently have more than 90 reports available to users, including approximately 30 budget reports alone.  The data is basically formatted differently in each report (ie Monthly, YTD, FullYear)  I am curious how other organizations manage and govern the Reports function. How many reports do you typically make available to licensed users, and what best practices have you found for balancing user flexibility with report standardization and simplicity?  

Issue Description: The report displays data correctly for the user who developed it. However, when accessed by other users, the report appears blank and does not return any data. The following validations have been performed: The affected user has Administrator security access. Access to all dimensions used in the report, including the Cube View report, has been granted to Everyone. Relevant data is available for FY2027. Despite the above validations, the report continues to display data only for the developer and remains blank for other users. Further investigation is required to identify the root cause. Attached the screenshots for reference.Kindly suggest a workaround. Thanks!  

I get the following error on version PV910 SV100 on a 9.2.0 install when running the Dashboard Maintenance Audit reports for Parameters, this one is for the Updated report.There was an error processing report 'rpt_DashboardMaintenanceUpdated_ONC'.Error processing DataSet ‘DashboardMaintenanceUpdated’. Error executing Workspace Assembly Service class ‘Workspace.ONC.Assembly_ONC.ServiceFactory.The conversion of a nvarchar data type to a datetime data type resulted in an out-of-range value. And the Assembly is encrypted, so can't take a look under the bonnet.Any ideas? 

Dear community, I currently have an html document which is located in the file Explorer under "Documents/Public" folder. I am trying to get this HTML document to be presented into the components, embedded in a dashboard. However, with either a Web Content component or a File Viewer component (which will pinpoint to this specific file in Application Database File, as soon as I open the dashboard, it will load the html page into my default browser... I am using OS v8.1 ... is it a known bug or the expected behaviour ? What is even more strange, directing the Full File Name to a URL will correctly open a document in a dashboard ... Regards,

Hello, our company recently adopted OneStream for our account reconciliation tool. Our current process is that the account reconciliations are tracked within excel.  My current issue is that for one account, I am reconciling multiple entities within one excel document. I want to be able to integrate these T-docs within my excel file for easy upload to OneStream. Whenever I do this for one entity, it seems to work well. However, if I add multiple T-Docs, OneStream seems to only pull the first T-Doc within the file instead of looking at the unique identifiers to pull the correct T-Doc. Is there a solution to this? Thanks!

Hello,We are experiencing an intermittent Genesis error.All default values appear to be correctly configured, but the error is triggered for some users and not for others, even when they have the same security roles and access rights. The issue is also not tied to a specific report, as it can occur on different reports depending on the user.Has anyone encountered a similar issue?Example error message:We also noticed that when we remove the link between the Content and Main workspaces, the issue is resolved. However, this workaround does not work for all affected users.Thank you for your help.

I’m working on a Cube View where one of the rows is a calculated row (using CVR / GetDataCell to derive the value from other rows). The users want to be able to enter comments directly in the Cube View in a column that appears “in front of” (or next to) this calculated row.Has anyone implemented comments or text entry against a calculated row like this?Specifically, I’m trying to understand:Whether it’s possible to add comments to a CVR-based calculated row (where the numeric data is not stored, only calculated at runtime).If not directly, what design patterns are recommended?Any examples of Cube View layout or member/filter tricks that let you show a calculated row and a comment entry cell side by side for that row.Environment is OneStream version 8.5.3, and this is a standard Cube View used for reporting (not a custom dashboard).Thanks in advance for any ideas or examples.

What does this error mean?   It is a new Genesis instance, with only the menu and one link to existing dashboard. Regards Ole