Reporting

Hi, has anyone figured out how to add files to Narrative Reporting. In the Admin area I have blanks in the Source File Name column for my documents. I cannot seem to figure out how to add word docs and cube views into the fields. Ideally, I would want the package to populate out a cover page which would be summary of MTD and YTD results followed by a page for both results in Income Statement format with a variance explanation page last. Thanks for any help in advance

Hi I have a form and there is a balance sheet account, total input and validation columns. The condition is to check if the balance sheet account value has a value and total input has no value, if balance sheet account is 0 and total input has a value and total input is greater than balance sheet then validation should be 0. If balance sheet is greater  then total input then validation is 1. This validation is stored in a member formula and I was wondering how can I get the validation column to show 1 or 0 based on the conditionI have tried the SetDataCell() first but found out that on a member formula that does not work, which other function can be used. Your assistance will be greatly appreciatedRegards 

Hey All,We got a recent requirement of implementing a conditional statement inside the cube view columns. The user wants to calculate a certain column on the basis of the value of another column. The design is explained below:If B <> 0 thenD= B+Celse if B = 0 thenD= A+CABCD1010020120 (100+20)200130150 (20+130)0203050 (20+30)I'm currently facing difficulty to implement this solution inside the cube view. My first shot was trying something in the XFBR string but that I couldn't get around the logic to implement the same.Any leads will be appreciated. Thanks!Pragyanshu BansalJackLacava OSAdmin 

Is there a way to drill through the entity hierarchy in a Quickview that shows the total of Top in the Consolidation dimension? I have users asking me if this is possible.   In the example above 87M is the total amount of the child entities including eliminations showing in the second Quickview but no total. The first Quickview is at local before eliminations therefore doesn't addup to the total of 87M. I've tried to use CAD but get the same numbers as local.    

All,  We currently have a combo box (with entities) in a dashboard but we would like to make this list a bit smaller and based on the security rights a users has. I want to solve this with a XFBR which i afterwards attach to a parameter and that parameter in a combo box. Does somebody has an example of this XFBR code which i can look into? Or is there a better way to do this.   Thanks

Hello - I have a cube view that's linked to another to show detail. I have bound parameters set on the time, view and account dimensions. These parameters are all working properly except for the calculated column I have in the main/parent CV - its a column that has a GetDataCell expression. When I right click and select "Navigate to Entity Drill" on a cell in this column, the account and view members are still correct, however the time period its passing through to the linked CV is incorrect. The time member it passes through to the linked CV is the period of the first column in the main CV. So for example, the time period of the first column is 2024M4 while the period for the GetDataCell column is 2024M8 - the linked CV will show 2024M4 even though the Cell POV shows 2024M8. How can I send the correct time period to the linked CV on this GetDataCell column?

Hi, All, I am planning to generate the report for users who are active/inactive, last login date? I am reviewing the Framework audit tables however I couldn't find exact fields. Can you please let me know ? thank you

Hi all, Using the CV Drilldown function, is there a way to show the Reporting Currency for a group of entities rather than just the Local currency? I've had a few of our users ask for this, but I don't believe it's possible out-of-the-box but interested if anyone has a way of showing this. For example, I have a Euro currency group that is comprised of USD and EUR entities. Is it possible to drill or show a drillable view which shows all the amounts in Euros? See below, the users are keen to be able to drill so they can see all the base values in EUR, rather than the mix of USD/EUR. It may not be possible, or I might just be missing something obvious. Thanks

Hello, I am trying to create a Dashboard with several cubeviews in it. I created a delimited list parameter with different categories of cubeviews. Does anyone know how to assign the cubeviews to the different display items?For examples, I will have a category "Sales" and when the user will select "Sales" in the drop-down menu, I want certain cubeviews to be displayed in my dashboard. thank you!!

Hi all,I have a simple cube view where on the row I have Tree expansions, like the following one:UD5#MemberName.TreeThe reason I am using Tree instead of TreeDescendantsInclusive or others is because I want the rows to collapse on opening  and RowExpansionMode=CollapseAll only works with Tree for the first dimension of the row as far as I now.Now, the issue is that I would like to remove a member from the rows and the Remove does not seem to work on Tree, while it works on TreeDescendantsInclusive and others.U5#MemberName.Tree.Remove(U5#None) returns this (expansion enabled=yes, none removed=no):U5#MemberName.TreeDescendantsInclusive.Remove(U5#None) returns this (expansion enabled=no, none removed=yes):Is there a way for me to have both the ability to expand/collapse the rows and remove members from the hierarchy, or it is just a trade-off with the impossibility of having both at the same time? Thank you 

Hello,There is this grid view property that has been bugging me for a while called 'Show Row Headers'. Using VB.Net, we cannot define 'Headers' for the rows of a DataTable object, so I'm curious to know how to use this property to the fullest ?By switching it to 'False', the only noticeable difference is this little blue arrow that disappears: I assume that we can have a CubeView-like formatting with Row & Column headers using the grid view, but I can't seem to enable it.Thanks for your help.

Hi All,I am trying to use a font in Onestream which seems to be working fine in the cube views and Excel extract, however it it does not work in PDF. May I know the reason why it is not consistent? I have updated application properties, hard coded in business rule, and added the font family in the cube view itself. But does not work on PDF which is the most important one.Any suggestions?

Looking to shorten a report so it fits on one page. The Auto fit to Page Width is set to True.Using General Settings, Report, is this achieved by adjusting the bottom margin? How else might this be achieved if the above is not the option.   

Dear all, Is there a way to show for instance journal data and also identify which are the names of the journals involved in a given intersection? For instance if there are 3 journals going to the same intersection, recover in a CV 3 lines, describing the detail for each journal name? Thank you in advance.Best regards,Carlos

Hi all, looking at the Train Me download available in the OpenPlace exchange for our org. Am I following correctly that this is ONLY for video uploads? Some of our users do not like videos and prefer a quick reference guide instead. I'd like to layer both options in ....curious if anyone has rolled this out and your thoughts. Also open to any other suggestions for documentation on training and MEC task how-to's.  We have a Teams site but it's clunky at best and would like a one-stop place for all the info. Welcome any insight, thank you!

Are report components (report designer) drillable when using vStageSourceandTargetDataWithAttributes? I want to be able to click on a value in a report component and it provide detail specific to that value. I know this can be done with cube views and other things where bound parameters are passed. Can I do the same for report components? If so, how? I can easily get the detail but I want it to be specific to a value in the report.

Hello, we encounter the following behaviour with the OneStream Desktop Client and the Excel Add-In: The Server Adress URL is stored in c:\users\[username]\AppData\Roaming\OneStream\Common\Settings\webserverurl.txt As soon as I click connect, the URL stored in the webserverurl.txt file gets deleted with the next start of the desktop application or the Excel Add-In, the Server Address field is empty and I have to get the Connection URL by clicking the three dots next to the Server Adress field (which is quite annoying). Does anyone of you encounter the same issue? Regards Martin Gebhartl

Hi all. I am building a report that requires more overrides than the standard cube view template allows for. 10 rows of this report require overrides to the scenario dimension for one column. These rows have either multiple dimension intersections (e.g. A#Net_Income:U7#Modeling:U8#Top) or exist as GetDataCell calculations. Each of these rows needs the scenario dimension overrode. Using column overrides is not an option as these rows already use the 4 column override options for variance columns. I have tried pasting multiple rows in one override property, but if the override controls more than one row it erases the dimension intersections specified on the row (e.g. turns the above dimension intersection into the standard report POV members instead of the specified members). How can I apply the overrides for these rows? If cube views allowed for more than 4 column overrides this would be as simple as adding more fields, but I am out of fields to input. Thanks in advance.

Hello, I currently have a cube view that I am working on where the member filter uses UD1 (U1#|CVUd1|.Children) on the rows with a nested member expansion for Accounts (A#Headcount, A#Labor, A#Benefits,...) and the columns pull from two separate Scenarios (Actual & Budget). For the Actual columns A#Headcount works, but I would need to pull A#BDG_Headcount in the Budget columns. I know that you can do row overrides for most cases but considering that this is all in one row technically you can't just override it to switch to A#BDG_Headcount. Maybe? I was thinking that there may be an If statement that I could put in the member filter but am unsure how to go about it. The basic logic would be: IF S#Actual Then A#Headcount Else A#BDG_Headcount I think I explained that well enough, and I am hoping there is an easy example to point to. I appreciate anyone's input! Thank you, Jeremy Morgan

Hi all, Does anyone out there know if it's possible to 'nest' Cube View Groups or Cube View Profiles?i.e. can I somehow create this type of a view?  We have SO many profiles and Cube View Groups and it's just getting more and more difficult for users to find what they need in OnePlace.  Was thinking it would be so great to be able to create a Profile and add Profiles to that Profile (same with Cube View Groups) but I don't seem to be able to do that at least on the frontend.  If not possible, does anyone agree that this should be something for IdeaStream?  I feel like we can't be the only client looking for ways to better organize our Cube View structures in OnePlace for our users Region Monthly Reports   Canada       PNL     Bal Sheet     CF   US       PNL     Bal Sheet     CF

Is there an audit on FX rates, to see who updated the FX rates?

Hi,I have created a dashboard with a Reset Scenario button.The code behind the button updates the workflow time, wf start time and wf end time of the workflow scenario (there is actually a dialog dashboard in between, i.e. when I press Reset a dialog box opens asking what the new WF Time should be, and user can press OK to reset the scenario or Close the dialog. WF Start and End times are determined based on the WF Time).The issue I have is that the workflow POV does not change, unless we click on a different workflow step, which can be confusing. So if I change the WF Time of the scenario member, using the Reset button from 2024 to 2025, the workflow time POV (the one shown in the OpenPlace tab) does not change, but as soon as I click on the following step (eg. Seeding) the workflow time POV changes to 2025.How do I make so that the Reset button forces the workflow POV to refresh? Do you think is something that I can achieve at dashboard level (through refresh or redraws) or business

Hi, I have a Book that is not creating any data in Excel, it is supposed to loop through all entities. I know that there is data in the system that should populate the Book because I can retrieve single entities as CubeViews into Excel direct with their correct data. I have created other Book loop definitions this morning for other CubeViews and they have generated correctly, I even tried copying and renaming the variable elements from the ones I have created ( that do work ) but it will not export to Excel anything other than a blank tab for this particular CubeView. What else could be causing it to fail ?  Our "Loop" settings for ALL books is identical. The "If Statement" tab only varies by the account name ( copied and pasted so not incorrectly entered ). The "Change Parameters" tab is identical for ALL books. Finally the "Excel Export Item" tab has the cubeview name as "Name" and is connected in the CubeViewName field, output name is identical in ALL books. I have more complex

Dear community, I'm currently stuck with a cube view. My cube view have Projects (UD1) is first element of the row, then Cost Center (UD4) is second element of the row. The requirement is to show "Tot_CC" (UD4 dimension) when we are NOT in base level of project, but show base members of cost centers when we are in base member of project. I am using a CustomMemberList which should look at |MFUD1|, however the business rule is not parsing it, as the ErrorLog show me that the formula is looking for |MFUD1| and not the element which was specified in the first level of the row (see below). IS there another way to define conditional list of elements based on the first level ? Regards,

Hi there - Im creating a Supply chain report and the first page (cubeview) is a very generic page but I wanted to add an image of some sorts. Any idea how to add an image in cubeviews?