Reporting

Requesting assistance with a formula needed in a cubeview row. Im looking to add a formula to my CF forecast column, so the formula in the row would be:   ((A#AccountsReceivable:T#2024M12:S#Actual:V#MTD - A#AccountsReceivable:T#2025M1:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2025M1:S#Actual:V#MTD - A#AccountsReceivable:T#2025M2:S#Actual:V#MTD)) + ((A#AccountsReceivable:T#2024M2:S#Actual:V#MTD - A#AccountsReceivable:T#2025M3:S#Forecast:V#MTD))

Is there a way to disable excel functions/buttons within the excel add-in? For example turning off "submit workbook" in the top ribbon or calculate/translate when right clicking on a cell in a quick view/CV? 

Is it possible to create a custom XF formula for users to access within the excel add-in? We want to create an member offset formula.

Hello, my team and I have encountered the following unexpected behavior: District Loan Detail Dashboard On the initial display of this screen when we click "Run Drill-down" button, the 2 parameters from the Cube View do not get passed into the Business Rule correctly. As shown below in the error message:   It passed in GRP_16 which was from the previous "Run Drill-down" process, instead of the selected row's value of GRP_26 (UD7: "26 - Principal", Flow: "EndBalLoad"). So on initial display, clicking on the first row, which is already selected, does nothing and passes the incorrect (previous) values from the cube view. I have to click on a different row and then back to the first row to get the correct parameter values passed to the Business Rule. If only one row is in the cube view I will never be able to return the correct results because it is passing the incorrect value.   This issue has been present ever since we upgraded to version 7.3.3 from version 6.4.0.   We

Hi all, I'm trying to figure out how to insert a field within my report's Group Footer that would perform a calculation on other Group Sum fields. In my Group Footer, I'm summing up Contract Amount and Contract Margin fields from the Detail band. I would like to calculate the Margin % based on these sums and have no idea how this is done.  Any advice would be greatly appreciated! Cosimo    

Hi! I am building a CubeView and currently exceeding the 4 maximum column overrides. To work around this, I am thinking the next best option is to build a business rule or UD8 calculation that combines multiple formulas but need help putting together the language (unfortunately, coding is not in my wheelhouse). Does anyone have a current business rule or UD8 calculation that I can utilize that subtracts one column from another for multiple criteria? For example, below is what I currently have in the Column Overrides. I think I would still need to put the UD8 calculation in an override because of conflicting GetDataCell formulas in my rows/columns but because there are various views (QTD & YTD) and scenarios (Actual & PYRates), ideally would need to combine some of the formulas together in the calculation as to not exceed the 4 maximum overrides. Hope that makes sense. All of the column references is a gross margin calculation. For example: QTD_CY = Current quarter gross margin

Originally posted by Mark Williams I have created a PDF book that loops over a large group of entities and has a page based on a cube view for each entity. Around 10%-15% of the pages are blank.  Is there an easy way to have the book skip pages for entities with no data?

Does anyone know if a Cube View Extender Rule can be used to dynamcially change a Header Text selection on the Cube View (i.e. Name, Description, Name and Description)?  I am trying but it does not seem that this option can be changed but maybe someone has had better success.

Working with BI Designer and cannot get the Time order in place sequentially. The Cube View data source is pulling the correct time, data, alongside the POV for workflow. The WF filter builder is in order. However, cannot get the two months (Oct and Nov) in the appropriate place. Tried to sort and use Start/End Dates too in settings for WF Time Filter: T#WF, T#WFPrior1, T#WFPrior2, T#WFPrior3, T#WFPrior4, T#WFPrior5, T#WFPrior6, T#WFPrior7, T#WFPrior8, T#WFPrior9, T#WFPrior10, T#WFPrior11, T#WFPrior12, T#WFPrior13Has anyone experienced this before?   

hi, I am trying to insert a chart into a Word xfdoc from the Word Insert menu and completing some data points, which I can do.  However, when I try to run/process the document out of OneStream it gives me an error message: Entries cannot be opened multiple times in Update mode.  Is a native Word chart not allowed?  The data is not linked to OneStream (although that would be ideal).  Is there any Event handler to work around this?  I'm in 8.0, not sure if this is available in Narrative Reporting in 8.2+?thanks,Greg

Is it possible to make an attribute member run a comparison based on the stored text attribute for a specific Time Period ?Ex: - Text8 & 2023M1 =>  FO_SUPM      - Text8 & 2023M6 => FO_HYPMBased on the cell pov, is it possible to make the attribute member adapt to the context's Time Period instead of picking the stored Default Value for the Text 8 ?Thanks. 

Hey guys,   Got the question internaly if there are any way in a cubeview to get rid of the search boxes in the column for the rows. And instead insert text value, like which dimension it is.  Looked around in the cubeview display format but can't find anything. Running OS 7.4. Thanks  

Originally posted by Dean Harper Hi all, Hopefully a simple one - is there a way to dynamically select the prior year comparable for a Cube view based upon the workflow. So Column 1 = T#WF Column 2 = T#(WF-12 Periods)   or T#(WFPRIORYEAR) if you see what I mean? The WF "snippets" in the Member filter Builder, Time functions does not seem to cover this. Thanks in advance, Dean

In a quick view, I am using the syntax T#Pov:V#Periodic,T#POV,V#Trailing12MonthTotal in the 'Time' dimension. I have a specific requirement where I need column A to display as "2024M1 (or the short description) Periodic" and column B to display as "2024M1 (or the short description) Trailing12Month Total". I can see there are variables available to pull in the POV description, but I'm wondering if there's a way to get my desired outcome of providing all descriptions for all dimension members in my filter when they are not linked to the POV. 

I've been hunting around for information on the last run date for cubeviews, I may not be looking hard enough but I don't think it's stored anywhere outside of taskactivity? If this information is out there somewhere in an easier to grab format please do point me in the right direction, otherwise is my only option to query this information from the TaskActivity DB myself and hope that it hasn't been cleared in the timeframe I'm looking to query? As a bit of background we have hundreds of cubeviews at this point and I'd like to clear up the estate. Ideally I'd be starting with data on when each cubeview was last run (possibly supplemented with how many times it has been run in the past year), followed by querying with the relevant departments whether the cubeviews are needed  based on this data. 

HI All, Is there a way we can identify which cube views have not been used/opened for say last 6 months to a year?  

Hi, we are in the process of migrating into V8. while testing some of the dashboard we observe that BI Viewer is not rendering charts when it refers to dashboard. when running alone BI Viewer it is working fine.  can you anybody please help me this on priority . is there any option to enable?  working fine on 7.1. Thanks.

Hi Everyone,When trying to access the Spreadsheet section in our application, we were met with this error message that we did not recognize. We were unable to open the Spreadsheet section because of this unless we opened the application in a new window. Has anyone seen this error message before or know what the root cause for it was? 

Hello everyone,I’m working with a flat entity hierarchy and need some help.I have entities like FRA1, FRA2, GBR1, and GBR2. In a cube view, dashboard and/or spreadsheet, I would like to aggregate the amounts by region, such as FRA (summing FRA1 & FRA2) and GBR (summing GBR1 & GBR2). However, I would like to achieve this without creating a new hierarchy.Below is a representation of my goal:Do you know of any ways to proceed with this?Thanks in advance for any help or suggestion!

I am trying to calculate months to date in a cube view column based on a date entered in a text field within Entity Dimension members. The text field would display in one of the columns on the cube view report, and the goal is to effectively subtract the current month from that date's month to derive a total months to date calculation in another column. Any thoughts on how I can do this? 

After upgrading to v8, we seem to have lost the comma formatting that was there on the standard IC Matching Partner Detail report.   Is this something that I can change, and if so will I need to do this anytime there's an upgrade?  I can't find where this setting resides.    

I'm trying to produce a report schedule for Miscellaneous Receivables to show the make up of the Account.  I'm looking at trying to use Cell Details if that will work, but didn't know if anyone had a better idea.  The setup is I have one Miscellaneous Receivables account and I want the users to enter the detail make up of that account.  The lines will change over time to different descriptions that can show up in dynamic report rows.  Like I said similar to cell details, but they don't seem that easy to use in a cubeview.

Maybe I'm missing something easy, but I'm trying to get some rows to group in the Excel import, and I can't get it to work properly. I think the problem may be that the rows are GetDataCells, but I'm not sure. So my question is, will the ExcelOutlineLevel work for GetDataCells, or is it restricted to member trees?To illustrate visually, I'm trying to get a bunch of rows like this: To export into Excel grouped like this:

Hello, I have a dynamic calc UD8 member, where I put small value grater then 0 (0.00001) to be able to display certain rown even when the initial value is 0. This works with FormulaPass, but does not seem to work with dynamic calc. Does anyone know if there could be a problem that dynamic calc values get supressed when all CV supressions are set to "True"? Thank you!

Hello We are trying to build a CV where we need two parameter selections by the user. The first parameter selection needs to be passed into the second parameter. The second parameter is configured as a bound list using Method Type as Business Rule, and the first parameter selection needs to be passed as an argument in the Method Query - but the BR is not able to resolve the parameter value and is only able to read it literally. Following configuration is for the second parameter The BR is reading t1 as "|!TestingPrompt1!|" and not the actual parameter value that was selected by the user. Any ideas on how to solve this are appreciated. Thanks!