Reporting

Hello, The customer would like to explain a dollar variance between Budget and Actual by leveraging 4 columns of data to explain the difference displayed: enter a dollar amount, a combo box to select a type of UD1 data timing (Perm/Temp) and another combo box to select UD8 driver type (Audit Change/Scope Change) with the last column for a comment.  The comment input cell has the following: V#Annotation with UD3&UD5 based upon the CV POV selection and the remaining UD's set to None; V#Annotation:UD1#None:UD8#None. For reporting purposes the customer would like to associate the commentary entered with the Combo Box selections made for UD1 and UD8. V#Annotation:UD1#Perm:UD8#AuditChange What is the best method to do this? I have tried the following: api.Data.Calculate("U8#AuditChange:V#Annotation:U1#Perm":O#Import" _& " = U8#None:V#Annotation:U1#None:O#Top")

Hello, We want to update the UD2 Text5 property from a workflow step (via a cube view or a dashboard, for example). Is it possible to do it? We don't find how to do it. Thanks.

Hi there - I'm looking to add a sparkline image at the end of my cube view / page. The cube view trends 13 months of actuals. How can I add this?

Hi All- We are trying to create a BI Viewer to compare Current v Previous Qtr OPEX. We look at the end date (only two end dates possible of course) to create a Current QTR measure (max end date) as below. However, I can't seem to get the syntax for the measure correct. Not sure what I am missing which is generating the error below: A Summary Expression is Expected    

I have a requirement for a book to produce different views (i.e. Periodic, QTD, YTD) based on the WFTime. The periodic report should always appear no matter the WFTime, however the QTD Version will only appear in certain months. I cannot get the "if" statement shown below to trigger.  I have an item to change a dashboard parameter present in the CV as well.  Is my syntax incorrec on the "If" statement?  Any help would be appreciated!     

Hello Everyone,I am using a Delimited List Parameter which results a list of comma separated values from SQL through XFBR.When i use this parameter in Dashboard, it always shows as blank when it starts up, even though i have set the default value property.Looks like its a limition at this point of time.Are the any alternate ways we can use the default value for Delimited List Parameter in Dashboards ?

Is it possible to format cells inside a table in a report component so that the value displays as both a bar and a value similar to how it looks in the BI Viewer grid component in the image below? I am currently using a cube view to pull the data for my table in my report.  BI Viewer table with cell values formatted as bars and values My report table is currently formatted in the following way: Any help would be greatly appreciated.

What is the formula to pull the Exchange rate data via a formula into an extensible document (word) 

Dear Community, I am struggling with components that are coming from 2 differents workspaces. Right now, I have a dashboard which is in Workspace A, that have a cube view cube and buttons to open other things in dialogbox from the same workspace. It's working fine on its own. I have dashboard in workspace B, where I need to embed the dashboard from workspace A. I ensured that both are shareable workspaces, they also have shared workspace names. My problem is, and I can see it in the dashboard design mode, none of the parameters that are in the embedded dashboard from workspace A are shown, so it behave like these input parameters don't exist and its messing up everything. I've seen these options since V7.4 related to "Embedded Custom Control Dashboard" but I don't know if I can use this to solve the situation ?   - Parameters from Dashboard A (workspace A): - Parameters of Dashboard B with embedded Dashboard A (Workspace B). As you can see, none of the parameters from Dashboard

Hi All,  I would like your help. I installed OneStream as a plug-in using MS Excel. When I try to create a pull or refresh a sheet this is what it shows: "Error processing dimension. The item was not found. Dim, OneStream.Shared.Common.DimPk, 0-1".  Any chance you know how to fix this issue?

Hi,I have a cue view report of below settings:Net Sales row: A#NSStd cost row: A#SCgross Margin row: GetDataCell(A#NS - A#SC):Name("GROSS MARGIN") Col1: S#BudgetCol2: S#RollingBud Col3: GetDataCell(CVC(Col1) - CVC(Col2)):Name("VARIANCES")Col4:GetDataCell((CVC(Col1) - CVC(Col2))/CVC(Col2)):Name("VARIANCES%")BUT you can see below the col3 and col4 for the gross margin cell has a wrong calculation.It should be 335501-1736404 = -1400903 but it shows +1080805.May I know why there is error and how to fix it? Thank you.

Hello,Question: Is it possible to retrieve the POV of a clicked cell inside a Quick View through a "Spreadsheet" Business Rule ?Context: I want to be able to generate 'Table View' analysis based on any workbook/worksheet's Quick View POV or ideally the selected Quick View Cell POV. I can easily do so with a linked CubeView and its bound params, but for I am wondering if it's possible for QV

Hello, I have several Bi Viewer reports and I have recently upgraded my Solution to V8.0.0.15105 and I am facing issues with BI Viewer component not rendering graphics when used in a dashboard. FYI, this works fine in V6, V7. For example: I have defined rules on column "Time Graph". As you can see from below, it works fine in edit mode but when rendered in dashboard it doesn't shows graphics. Is there some setting or something I am missing in V8. Thanks.    

Hi, On the September forecast in OneStream, the beginning and ending balances on the Cash Forecast report from FY 2024-forward are not matching. The balances are matching correctly before FY24. The ending balance of the FY should match with the beginning balance of the next FY. In the past, this was related to workflows entered but not fully processed by the cube. But in this scenario, all workflows have been entered.  Tried to drilldown on the BEGBAL/ENDBAL cell and check the entity base to know what caused this amount but the option is disabled here.  What can be the possibilities for this issue to be caused and is there anywhere I can search for and solve this issue.    

One row in my cube view is calculating a strange variance and variance %.I am subtracting an account member from a parent account in my Row member filter builder.  Dep, & Amort is included in my SG&A parent and I want to report separately.  However, my variance column and Var % calculation is off.  It is the only row having this issue.  Also, I am not able to get the currency presented in the row.Any suggestions are appreciated.  

I am building a cube view that has 3 row set options. The user selects their row set by a parameter, placed in the row sharing property of the cube view. Depending on the row set selected by the user, I need the page caption to change. The page captions for each row set options are static and will not change. Is it possible to pull the page captions when the row set is selected? Or, can I make the page caption change depending on which row set option is selected? I would like this to be selected concurrently with the single parameter that already exists. I don't believe I can pull the row set POV to the page description, and I cannot figure out a way to pull a delimited list based on another delimited list parameter selection.   Hypothetical example: The user selects from 3 row set options; GBP, EUR, or USD. Depending on their selection, the page caption should read 'Investment Report GBP', 'Investment Report EUR', or 'Investment Report USD'. The row sets are different depend

Hi dear Community, I'd like to know whether it's possible to create a dynamic CV description somehow. So far, I've tried using parameters, substitution variables, and Business Rules (BR) in the description field but it's always considered as a plain string. Thank you in advance for your help. Best regards, Carlos  

Does anyone know how to have the CV description showing in Excel instead of the name?  In my CV I have the name and description. And it's the description that is being used in the workflow. So it would make more sense for the users.   Best, Mette

I am creating a cube view by defining "member.childrenInclusive" on the rows. Is there a way to increase indentation on the child members without defining each members on separate rows and specifying indent levels?

Hi All, We are using XFGetCell's all the time in excel and one of the user reinstalled MS Office recently and he started facing issues XFGetCell. Please see screenshot below. XFGetCell function is defaulting to OneStreamExcelAddIn.XFFunctions.XFGetCell and this is causing refresh issue. If I try to remove the highlighted part the sheets are working fine. Any suggestions will be appreciated ? Thanks Sridhar 

Hey all!So I have noticed a strange behaviour on my Dashboard buttons with Workflow navigation "links" like below: Above works great it takes me to Profile, Scenario and Name. However when I want to go to below instance, the previous year (2024) remains, even though in this case I have hardcoded 2023. I have to press the button 2 times in order for below value (2023) to kick in!I have several buttons where I use substitution variables and business rules to fetch times. But for this particular example it is not working, only difference in this case is the scenario which has some set parameters: Does anyone have any solution how to get the button to work on the first click instead of having to click 2 times? Thanks in advance! Jones 

I have an application using the culture feature. This gives me multiple member description options. When I pull a member in a cube view, it's displaying the description from the wrong culture. It's pulling from the English culture description instead of the default description. How can I change which description it displays?

Hi!I am trying to do the following variance to calculate the incremental balance between 2 Qtrs but the time filter doesn't work:GetDataCell(Variance(CVR(Row8),CVR(Row8):T#PovPrior1)):Name(Incremental RWA EOP)Row 8 is also a CVR calculated row. I have Quarters in columns, so need to do the formula as dynamic as possible. 

The same formula works in a quick view sheet but errors out in member formaule on UD8.If (Not ViewMember.IsAnnotationTypeViewId(api.Pov.View.MemberId)) ThenReturn api.Data.GetDataCell("BWDiff(T#[Quarter(|WFTime|)]:U8#None,T#[QuarterPrior1(|WFTime|)]:U8#None)")End IfThe error that I am getting once i run the CV -formula using in th QV sheetGetDataCell(BWDiff(T#[Quarter(|WFTime|)]:U8#None,T#[QuarterPrior1(|WFTime|)]:U8#None))  

Hello I am trying to create the below CV. I am struggling with the Account % Change from PY.  Is there a way to reference the column time - 1 year and still have it dynamic?     2022m1 2022m2 2022m3 2022Q1 Account         Account % Change from PY                               T#|!ParamQtr!|.base T#|!ParamQtr!|     Account         Account % Change from PY