Reporting

I have a dashboard with a cubeview in row one and a chart in row two.  I want the chart below to change based on what the user clicks in the cube view.  I was hoping when the user clicks a new cell in the cubeview it would trigger the "Selection Changed Server Task" action but I can not seem to get a rule to run there.   Does anyone know how a BR on a cube view dashboard compoent is triggered?  I was hoping on cell selection but maybe not.  Thanks.

Hello,I have parameter a specific POV on an Excel sheet and want to duplicate it on another Excel sheet.The QuickView Option to duplicate is only available in the same sheet.I tried to copy the file and then move the sheet to the previous file but it doesn't work.Is there a solution? Maybe to copy the POV to make it applied in the new one?(I know I can parameter the default POV to initialise it via the OS app but I need to keep the POV in 'black' to fix it whatever the POV initially parameter)Thank you

Is there a way, or a best practice recommended, to point an XFGetCell formula to one or multiple members of the same dimension without adding parent level members in the dimension hierarchy? As an example, if we have entities 1 through 5, I'd like to be able to change an input cell to any combination of those and have an XFGetCell function to pull in the sum of all the data points referenced. Currently I'm thinking this would require nested If functions, but that seems like it would quickly get to an unmanageable length as the number of members grows.

Hello, I am trying to use the new menu component within dashboards. I tried using method for command type and entering in the assembly file name for the business rule. However, when doing so it returns an error message that it is invalid. I am wondering what the correct syntax is for using an assembly file within a data adapter as well as the correct method type.I currently have it as follows{BusinessRule}{DataSet}or{Workspace.WorkspaceName.AssemblyName.FileName}{DataSet} 

Hi! Wondering if it possible to build a report book that loops through a list of members, but aggregates results for a parent? If this is possible, how would you setup your loop? Can't seem to get it to work! Example: report results show the total for BIP 1226, and output the same results in a separate report for B1226, B1344, B1489 and B1490 (ideally with these base entity names in the header).    

Is there a way to have the time POV reference a cell (A1) in a spreadsheet?  User wants to have multiple Quick Views and change time once in cell A1 and it update all Quick Views in the workbook.

The client requires us that aggregation is with an average method and not summing (this condition must be applied to all dimensions). For example: Oversea and Europe are aggregating summing (UD4 members), however, the client requires that the aggregation make an average of their children. Note that in column we have metrics (account members) where we need to apply it.The result desired would be 5 %.Thanks in advance.

Hi All,We have a spreadsheet component containing two tabs. One tab has the source data derived from a Table View. The second tab has a Pivot created on the data from First tab. The Pivot Table has "Refresh data when opening the file" checked under Pivot Table Options/Data settings.The source data tab refreshes as expected if TableView output changes based on the spreadsheet component setting. The Pivot table however does not refresh automatically.Is this a known issue ( OneStream spreadsheet component vs Excel) or do we need additional configuration to make it work? 

Is there any way to get a superscript for a footnote in a cubeview row header?  Ex: Interest expense1  

I am attempting to create a view in a dashboard for users to be able to see all metadata for each row with that value. Essentially I need to recreate the "Data Records" Report in the database.  I would prefer not to recreate it in SQL via a data adapter, instead use either a Cube View or a Quick view in Spreadsheet.  For the Cube View I can't seem to display more than 12 of the dimensions and would need 16 in the report (Cube and View aren't needed those can be in the POV). For the Quick View in Spreadsheet putting |!prm_Entity!|  returns "#ERROR - The member filter contains unresolved parameters" instead of providing some sort of dialogue box to select the member.  Any suggestions on how to get all dimensions into a Cube View or how to use parameters in the Member Selection in a Quick View would be greatly appreciated.  Thanks

I'm building a cube view where I want to pull, in tree view, all descendants of a particular hierarchy but I also want to apply 2 where clauses:  Where the member is either a 'parent' OR where the member's description begins with certain letters. So my MF looks like this:  U4#MyHierarchy.TreeDescendantsInclusive.Where((HasChildren=True) or (Description Startswith FS)). To step back though, at this point, I can't even get the first part of that syntax to work on its own.  I keep getting unexpected text "HasChildren.....".  Doesn't seem to matter how I write this (with or without the 'where') per the OS documentation. I'm just wondering if anyone has successfully used this and perhaps provide a working example so I can figure out what I'm doing wrong here. Thanks in advance for any guidance.

Hi, I have an admin Workflow Profile where I have children steps that are different dashboards. I would prefer not to create these as Forms steps as I want to certify each step and not every Form. I have system default settings to set this as Profile Active True/False. Is it possible somehow to change so this is only Active for months which are not a quarter?  I want to remove this from the Workflow Profile in quarter months to avoid and eliminate the risk of someone using this dashboard in a quarter.    

Hi all, We have a CV that we want to suppress based on V#Footnote values but the suppression seems to ignore this column and only suppress based on number values. Is that true? Is there any workaround or any way to have OS recognize text as a value to base the suppression on? Any info would be helpful! Thanks!

how can i retrieve Entity, description, currency, IsIC and few text fields in Cube view like in Grid view for entity dimension?

Hello, everyone, I created book in OneStream, which includes several cube views, and open this book in Excel OneStream Add-in. Could you please advise can I change some parameters in this book, for example Time member, and refresh all cube views in this book in order to received updated figures based on new parameter? Or it's not possible, because books which I open in Excel OneStream Add-in, contains only values and if I want to update reports via Excel OneStream Add-in I need to create quick views in Excel OneStream Add-in?  

It does not appear that Cube View Extender Rules can be applied to Excel output. Can someone confirm this or provide an example if you have gotten this to work? Thanks!

Hi allI have a tableview that retrieves cube data and adds the stage data for the cube data. It is displayed in a spreadsheet which has conditional formatting to highlight the stage records. My problem is that all the formatting is wiped when the tableview is executed. I have tried to format the rows in the tableview but the only option I can find is for column format.Does anyone know if it is possible to retain the formatting in a spreadsheet when using tableviews. Failing that anyone know how to format the rows in a tableview (I want to format some not all rows).Any suggestions appreciated. Thanks Marcus

Hi everyone, Does anybody knows how to replicate the SEC format in a OneStream cubeview?  Here an example from Facebook.   Sincerely,  

HiI appear to be having a slight issue when trying to feed the user selection of multi combo boxes embedded in the main dashboard to other dashboards that the user would be navigating to (i.e. their selection on the main dashboard would be the default in the next dashboard).  I can currently only get it to work for one single combo box at a time?I'm using a Dashboard Extender Rule which incorporates both the LoadDashboard function type (this is activated against a server task for the dashboard being navigated to) and the ComponentSelectionChanged function type (this is attached to each of the combo boxes as a changed server task)Any advice on this would be much appreciated or if there is a easier way to achieve it?ThanksAndy 

The Preserve Excel Format option seems to work for retaining formatting done in Excel when re-opening and refreshing cube views. However, I'm finding that my data is greyed out as if invalidated upon refreshing a cube-view in Excel after the initial connection. I've tried setting the font color to black and that was overridden upon refreshing as well, even though all other formatting is still intact. Perhaps there is a setting I am missing?

Good Afternoon,    I am trying to save an offline file in onstream retrieve and I am getting this error. Not enough memory resources are available to complete this operation. (Exception from HRESULT: 0x8007000E (E_OUTOFMEMORY)) Has anyone had this issue

I have a dashboard with a cubeview.  The user is allowed to enter data into multiple cells and then save.  I have a save event handler to verify the data entered, however, I cannot access all of the information at one time.  The event handler provides access to one cell at a time.  Also,within each row I have a cell where users may change the numeric value and another where they type in an annotation.  Changes to the numeric value cells will fire the event handler however changes to the annotation cells alone will not trigger the event handler.  Is there any way to access the entire cubeview pre saved data to verify entries.  I need to know that if a user entered a value that they also entered an annotation or if the user removed an annotation where a numeric value existed on that row.  

I have a Cubeview that's Header rows are Entity/Account/UD2.  I'm going to export to excel, but currently I get column A is Entity, Column B is Account and Column C is UD2. I'm trying to figure out if there is a way to make Column B be a concatenation of Account and UD2 when it's exported.  Column C can be whatever or not at all.

Hi- I was wondering if there is any way to combine 2 cube views that are already built. Assets and Liabilities are on 2 different reports and I am trying to combine into 1 report. 

I have a dashboard with buttons that export excel workbooks. I have one cubeview that uses Column Sets and I am not able to get this one to work with the button. I was hoping either a combo box or pop up parameter would work, but I cannot get the export to recognize the columns. When I manually run the book from file explorer it gives me the column set parameter and works just fine. This leads me to think I'm missing something in the button execution.Thank you!