Reporting

We have a client that does a lot of prior period adjustments so they go through the workflow for the whole year a few times. We have automation set up to assist, however they would like a report that shows the workflow status for the whole year and not just one period. I know the application reports are out of the bos that shows a particular month throught method queries. That works great but has anyone ever created one that would pull the whole year? I was looking for a sub variable that does that but cant seem to find one or has anyone done anything different.  Much Appreciated!

Hello - I created a dynamic UD8 calc for a cube view that shows 12 months of actual, forecast and budget periodic amounts. The calc is designed to show zeroes in the actual scenario column for a period if its POV time is greater than than the global time. I added it to the cube view and it works perfectly when I run it for 2024M12 - the actual columns are all zeroes, while it displays the budget and forecast numbers. When I run the CV for 2023M12, since our global time is still 2023M11 I'm expecting zeroes to be in the Actual column, but I'm still getting the opposite sign YTD "no data zero view" totals instead. Below is the formula in the UD8 member - let me know what changes I need to make. I appreciate the assistance. Dim gbTimeName As String = BRApi.Workflow.General.GetGlobalTime(si) Dim gbTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, gbTimeName) Dim gbYear As Integer = BRApi.Finance.Time.GetYearFromId(si, gbTimeID) 'Get pov year Dim pvYear As Integer = api.Time.GetYearF

I think I may have found a bug with workspaces but wanted to see if anyone has encountered this issue before.  I am displaying a dashboard with an embedded Cubeview that has a link to a dashboard in a non-default workspace.  When I launch the dashboard, I see the drill link but nothing happens when I click on it.  However, if I add the same dashboard to either the Default workspace, or the workspace where the dashboard resides that I am launching from, the link works without issue.  It seems that if you want to follow a link in a Cubeview in a dashboard it either has to be in the same workspace or in default.  I guess it might make sense because when adding the link in the Cubeview there is no option I am aware of to specify a Workspace so OneStream might get confused as to where to find the dashboard.  Has anyone else had a similar issue or know if I am missing something?

Does anyone know how to get the Year for the time function below to display as the name in the row?  T#YearPrior2(|GlobalTime|)

Would like to check if Quick View in excel can extract/pull - Annotations/Audit Comments/Variance Explanations from "View" dimension. Please assist. Thank you.

Hello,I made a Grid View containing all WF Profile statuses for the current period & cube: I am struggling to do one little trick, changing the column 'Status' icon accordingly ... In the Grid View, I am under the impression that it only recognises 'Status = 2' as green circle, 'Status = 10' as red circle and 'Status = 1' as Blue circle and 'Status = 0' as Empty circle. My question: How can I add 'Locked WF' image, 'Locked, Not Started' and all other states ? Is it possible to put an image of our picking in the grid view's status column ?Temporary solution:I Used the 'Report Designer', since it is the only component I found that enables me to choose an image of my picking but It's not as satisfying as having it in a BIViewer/GridView. Image below  

I am altering a cubeview that is pretty basic, one column and a handful of rows. This CV had a parameter to dictate the scenario. However, I have deleted the parameter from the cubeview rows and set the POV to my desired scenario. When I go to run the CV, I still get the scenario selection has a pop up. How can I get rid of these selection if the parameter is no longer being utilized in the CV?

Hello again, I am creating a pivot grid through a data adapter that works with SQL. The issue I have is that my column of months is not organized in the pivot. Values example: Values in the pivot grid: How can I solve this so that it adapts to how it is organized in the data adapter?

Hello, Is there a way to pull the account type in Excel add-in for OneStream? I tried using XFGetCell and XFGetMemberProperty and it didn't work.  Thanks, Will

Hi - I am having issues with using the PriorPeriod12() in a row override. The following filter is supposed to use the PriorPeriod12() function to return the same month last year (e.g. input of 2023M10 should return 2022M10).  GetDataCell(T#|!Param_Select_Time!|:U2#Alt_AandG:V#Trailing12MonthTotal/A#EndingACV:V#MTD:U2#Alt_AandG:T#PeriodPrior12(|!Param_Select_Time!|))) However, when I replace the T#PeriodPrior12(|!Param_Select_Time!|) with say 2022M10, then the override works. Any ideas of a work-around? Thanks,  

Hi community, With a button in a dashboard, I want to open an Excel file: FileSourceType=Dashboard, UrlOrFullFileName=[Input_Sales.xlsx], OpenInXFPageIfPossible=False, PinNavPane=False, PinPOVPane=False If Input_Sales.xlsx is in the default workspace, this works fine. If it is not I can't get it to work. Which syntax can I use to open a file from a specific workspace? With kind regards, Tim

Dear community,   I am trying to calculate 2 values directly in my XF Document. There is a part in the online documentation that is saying : Include Member Scripts in XFCells in order to retrieve data for specific Dimension Members.  Culture User is based on the computer’s Windows settings and the User settings.XFCell(Memberscript, Culture=User, NumberFormat=N3,DisplayNoDataAsZero=True, Scale=3, FlipSign=True, ShowPercentageSign=False)  Unfortunalety it does not give much details as to what the "memberscript" should be ... So far, I have 2 parameters build up with XFCell, that are giving me the right values. But Now that I simply need to calculate the ratio between those value, and get this ratio back in the word document, I'm a little bit stuck ...   Regards,

Hi everyone,I'm struggling with a feature of cube views, hope anyone can helpWhen i insert on the same row two dimensions, selecting for the second one more than one element, as shown belowas soon as i launch the cube view, the U2 dimensions are shown grouped:and i need to click + to show them.Is there a way to prevent the elements to be automatically grouped when I launch the CV?

Hello,For purpose of grouping we have some accounts listed as member filter in a single row:A#VOL_O_StockWIP:Name(Opening Stock Volume), A#VAL_O_StockWIP:Name(Opening Stock Value) etceteraSome of these would need a different format to make it easer to recognize them, if I make a separate row the grouping on the primary filter will be gone.Is there a code that can be used after a member filter to apply formatting?A solution in either the cubeview, or Excel AddIn would be helpful.Thanks in advanceBen

Hi All,I  want to get Last month ending balance in my MTD column of cash flow and last year ending balance in my YTD column of cash flow as you can see in above picture.Can anybody share with me the business rule? I have tried following business rule but it is capturing only at the end of the year balance.Dim currView As ViewMember = ViewMember.GetItem(api.Pov.View.MemberPk.MemberId) 'Current view member IDDim priorQtr As Integer = api.Time.GetLastPeriodInPriorQuarter(api.Pov.Time.MemberId) 'Prior QTR member IDDim priorQtrName As String = api.Time.GetNameFromId(priorQtr) 'Prior QTR name #End Region ' Bring in Beginning Cash and Ending Cash to the Cashflow hierarchy in FlowIf currView.Name = "YTD" Thenapi.data.calculate("F#CF_BegCash" & Target & " = RemoveZeros(F#EndBal:T#PovPriorYearM12" & Source &")","A#CashTot.Base")Else If currView.Name = "Periodic" Thenapi.data.calculate("F#CF_BegCash" & Target & " = RemoveZeros(F#EndBal:T#PovPrior1" & Sou

I have the following column member filter. S#Actual, S#Budget3, S#Actual:T#YearPrior1(|!Param_Time_Select!|)Period(|!Param_Time_Select!|), GetDataCell(BWDiff(S#Actual, S#Budget3)):Name(BW Diff), GetDataCell(BWPercent(S#Actual, S#Budget3)):Name(BW %), GetDataCell("BWDiff(S#Actual,S#Actual:T#[YearPrior1(|!Param_Time_Select!|)Period(|!Param_Time_Select!|)])"):Name(BW Diff), GetDataCell("BWPercent(S#Actual,S#Actual:T#[YearPrior1(|!Param_Time_Select!|)Period(|!Param_Time_Select!|)])"):Name(BW %)I'm needing to Conditional format the BWPercent column with %'s, and I can't figure out how to refer to that column with a conditional format that works.   Any ideas?

HiI am using a simple dynamic calc to hide an derived data. See below:The code itself works fine. However, in cases where the cell status was previously 'Invalid=True' is no showing as 'Invalid=False' which is impacting the suppress invalid rows setting on my cube view.Any thoughts? Or does this sound like a bug in the system?Mark

Hi, I am importing from the ERP i go the error intersection is read-only due to conditional input settings.when i click on load and transform i have this error. the transaction is related to IC account. when i changed the mapping to another IC account is works well.  The issue is only for one IC account.(IC trade receivables)  is there any fix for this?Regards,  

Hello there,I am wondering how to use the 'Action' section in a GridView's configuration ... I tried something as simple as opening a Dialog (image below) but I cannot seem to trigger the event. Is there a specific place on the GridView where we need to click or it's not even possible ?Any kind of help would be much appreciated !

Hi I'm looking to get the year from a time parameter to use in a cube view header. Is it possible to use the XFMemberProperty rule if possible?I've tried :Name(XFMemberProperty(DimType=Time, Member=|!TimeParameter!|, Property=Year)) but the system doesn't like it.Note, the following works to get the time description, but I'm looking to just get the year i.e. 2023XFMemberProperty(DimType=Time, Member=|!TimeParameter!|, Property=Description)Thanks,Mark

Hi all. So I have a book set up that creates an excel workbook based on a loop of entities. It works absolutely fine, however, the book is 300 worksheets or so. Therefore its pretty handy to have an Index page. Is there anyway to splice a worksheet not generated from the CV into this export? Also, books seem to forego the handy auto freeze pane on headers that excel exports do on execution. Does anyone have a BR that will do this?Thanks in advance! Tom

I have a report that has a specific formatting request. The report uses two Member Expansions in the columns. The client requests that the 1st member expansion have no formatting, but the 2nd member expansion be in bold. Is it possible to apply different formatting to each member expansion? E.g Member expansion 1 is U1#Top. Member expansion 2 is the S#Actual. Client requests U1#Top be in plain text, while S#Actual be in bold.   Thank you

How to migrate Report-Books from one Env to another in One Stream? Book is not available in the list of objects to export. Is it a different process as it comes to File Explorer?

 I have this button that is replacing the value of the WFProfile with one from a parameter (which are all WFProfiles), and what I want it to do is that when I select a value, it updates in the workflow, and that in a label, the newly selected value is displayed. What is happening now is that when I open my dashboard, the menu to select the value is displayed, but when I select it, it doesn't change. I have to press the button again to refresh the workflow, and the label also updates to the new value.      

Hi community,I am trying to pass a custom name function in the manner below:XFBR(XFBR_CubeViews, CustomTimeExpansion, timeExp=T#2020.Base, desc = :Name(|MFTimeShortDesc|))Somehow the XFBR is not able to append custom name function to the periods that are output in custom sort order. Its not reading the custom name function that i am passing to desc variable. Please help.