Reporting

Spoiler (Highlight to read)  Hi everyone,I am trying to replicate an example that i have created in OneStream 8.2, where I have a combo box inside a cubeview:But when I do the same in OneStream 8.4, the combo box doesnt work:I replicated the same parameterization in both version but I dont understand why in 8.4 doesnt work.Does anybody knows if there is a bug? Thank you   

Hello!I have one of the users receiving the error "OneStream Excel AddIn Setup Wizard ended prematurely" while trying to install OneStream Excel Add-in. The user is an administrator on the laptop.Tried a few things like closing all Microsoft office applications, deleting the APPDATA folders, restarting the computer....nothing help!Anyone faced this issue or seen this error before? If so, what steps were taken to resolve it?Thanks,Hari

Hi,I need help implementing conditional visibility for a button in my dashboard. In the attached image, there's a Store button that I'd like to make visible only when the "Single Store" option is selected in the Store Hierarchy combo box. When any other option (e.g., "All Stores," "Takeovers2024FY," etc.) is selected, the button should either disappear or have a different style to appear disabled.Can anyone guide me on how to achieve this behavior?Thanks in advance! 

Hi OneStream Community,During a UAT phase, one of our client’s users encountered an unusual error. When this user attempts to export either a CubeView or Dashboard using the "Export to Excel" button, a text file is generated instead of the expected Excel (.xlsx) file (see attached image). This text file is unusable.Interestingly, this issue only affects this particular user, while all other users are able to export successfully to .xlsx without any problems.As a temporary workaround, we’ve had the user export through the "Report" functionality, which provides the correct .xlsx output. However, this is not a sustainable long-term solution.Has anyone experienced a similar issue or know the root cause and how to resolve it?Thank you in advance for your support! 

Hi, Is it possible to create member filter in QV using Text1 that varies by Year and Scenario. Is it dynamic enough to read T# and S# of POV and use them to get Text1?  For example, I have few members with "AAA" in 2024 and "BBB" in 2025.  In other members, "BBB" is in2024, and "AAA" in 2025. I want to pull all UD2 members that have "BBB" in 2025. If this doesn't work, other way is BR "CustomMemberList" I guess. Anyone has sample code that can create list by reading Text1 in 2025? Thank you in advance, Mikki

Hi, All I have a column in a cube view for which I need to get the time description prefaced by "YTD". This was no problem for the current period as I could use a variable "wfTimeDesc" as follows: T#WF:Name(YTD |wfTimeDesc|) However, when trying it for a prior period, I couldn't find a variable to use that gave me a description.  This is close, as it returns "YTD M9 2023" but what I really need is "YTD Sep 2023": T#PeriodPrior12(|WFTime|):Name(YTD |WFSubPeriod| |WFYearPrior|) I know I could add a header row and put it underneath, but this was the request, if I can do it. Thanks in advance!    

We see some ghosted elimination amount stuck at parent level and they keep getting carried forward to the rest of periods. The elim amounts are greyed out, but still get aggregated up along the entity rollup. Is there a way to stop the ghosted elim amount?  We copied the actual data from Actual scenario to Fcst Scenario.  Actual scenario is fine, but Fcst scenario has this ghosted elim amount issue.  Is there any setting which triggered this?

Hi, I am creating a report for our auditors that takes the IC accounts and their elimination "Plug" account throughout the Origin dimension. I don't want to create a bunch of separate reports for AP/AR, Sales/COGS, IC Expense, etc. My thought is to define these in a Parameter and then build a book. Can anyone point me to a good starting point on how to define these 4 different drop down options? For example, the AP/AR one would include A#19999, A#29999, and A#IC_DIFF, and the report user would select AP_AR_DIFF or something like that. Any insight is appreciated - the forum has been very helpful! Thank you!

hi Team, good day; it is possible to block the file upload in the Data Attachemnt cell? theusers need to type an explanation, not just upload a file. Please let me know if it is possible. thanks in advance. Regards Mario G

Just wondering if anyone out there has figured out a way to report the attributes/properties of a Workflow profile.  What I'm actually trying to do as part of a security overhaul is determine WHERE a particular security group is actually being used.I am using the XFGetMemberProperty() function to pull security for all of my dimension members but I need a solution to pull the security groups used in each of our FPA workflows.There is no built in security dashboard report to provide this and the best advice I've received so far is to download the application and search for the security groups there.  That's one way, but we literally have dozens of security groups set up so it'll be a long and manual effort.Would love to hear from anyone who's found a better way to do this.  Thanks

Dear Community,Can we have common column header for multiple columns. For example, we have same entity name for different columns, and we want to merge and center those column headers for multiple columns. Below is the attached cube view and desired output image.Desired Output:Any solution to this will be very helpful and thankful.

Is there a way to retrieve the Text field value in QuickView along with the $ values on the trended time report. The Country values are available in Text1 of the Entity Dimensions also have created a UD8 member formula to retrieve the values. But unable to retrieve both Country and $ values in one single Quick view.   Below is the format of the QuickView report. Where Country details can be retrieved from the U8#ENT_COUNTRY:V#Annotation:Name(Country). Any Idea?

Hi All, I was hoping to brainstorm a solution to a problem. Our auditors have requested a mapping of base-level data to the aggregated, financial statement line item data that appears in our financial statements. This is fairly easily done for the Balance Sheet, which only depends on the Account and Entity members to generate, but for the income statement we simply have too many data intersections (Account, Entity, Cost Center, Line of Business - generates about 15,000 rows of data) for a cube view to be able to process the request, even with suppression enabled. Currently, to work around the problem I've set up a book that loops through each entity (approx. 200) and exports an excel with each entity's income statement as a separate tab. I then have an excel macro that copies each tab into a single aggregated file that we can then send to the auditors. However, I was wondering if anyone has figured out a way to have OneStream do the work of aggregating all the tabs together so we don't

Hello!  Hopefully an easy one, but not finding and answer already out here on this topic.  Using Spreadsheet in the OneStream application.  Building a quickview and wanting the column titles to use wrapped text.  Apply the formatting change, save it and it looks great.  Change the time parameter and the formatting is gone and need to highlight the column headers again and rewrap the text. How do I make the formatting 'stick'??

Hi All,is there any way to clear the added comments in V#VarianceExplanation/V#Footnote using rule or any other method. I tried using rule but it's not working as expected. we are storing our comments at parent entity and mostly Top members in UD dimension , please let me know if any other information required.our intersection where we are storing the comments:E#ParentEntity:P#?:C#USD:S#ActualComment:T#2023M9:V#Footnote:A#acc:F#EndBal:O#Top:I#Top:U1#TotOPU:U2#Top:U3#Top:U4#Top:U5#None:U6#None:U7#Top:U8#Top

Need to burst out a file (ie multiple tabs) in excel to non-licensed users (ie preview of dept expenses for Fcst to managers).  I have done this with output being pdf (CV's and FXGets via Books), just not sure how to do with output being excel.  Right now I have it all working (bursting, passing parameters,...) and delivering an excel doc, just can't figure out how to convert the FXGet formula's to values.  File is getting delivered but still with the formula's.  This is when I am just using a direct link to the excel file on my App Doc's folder.  I have tried to insert the excel doc in a book but that just delivers an empty excel file.  Not sure what I am missing there.  Direct link to Excel allows the Supplied Parameters to be found and populated so I am thinking I am missing something on the Book setup. Anyway - Anybody been able to send excel FXGet report converted to static values via Parcel Service?  Can you let me know what I have missed.

Hi! We are exploring using Parcel Services for mass reporting. We would like the flexibility to create reports in Excel using XFGet formulas (as opposed to created Cube Views in the desktop) and then burst them into individual reports for different users. Is this possible, or has anyone come up with another solution for mass reporting with the excel add-in? Beth

Hi everyone,I would like to create a table with an overview of the answers given to the certification questions in the certify steps per entity.Does anybody have experience with this? I think this data is stored in one of the application tables. I was wondering if this is the 'CertifyQuestionInstances' table. Would there then be a way to translate the keys into readable data? Any help would be appreciated.Thanks a lot.Floris

Hi  I have a problem with dril Down in BI Viewer.  Part of our UD1 is as follows:   BU1000 - EGMONT GROUP           BU1500 - Other Business line                     BU6000 - HOLDING AND SERVICE         BU6100 - HOLDING COMPANIES                           I have done the following: 1: Cubeview       Cubeview exportet to excel gives this     Please notice that top level BU1500 do not aggregate the data. And this is correct, totally 1.7.   2: Dataadapter:   Pivot in  BI Viewer looks like this:       My drill down in Charts i BI viewer  looks as follows: Start: Total 5.1     Drill first level: Total 5.1     Drill second level: Total 3.4   The red box should not be there   Drill third l

Is it possible to change the color or format the header of a column of a SQL table editor component??  

Hi, I'm trying to run a cube view, but after running it I'm getting this error message "Error processing dimension. The item was not found. Dim, OneStream.Shared.Common.DimPk, 0, -1.". Other admin/super users are able to run it successfully without this error, but myself and others can't. Anyone have any idea?  

Hi All, As you can see, Oct,Nov,Dec are preceding after Jan 2021. This is being repeated at many several points.  I'm wondering if anyone had a similar issue.    I'm using a CV MD data adapter. Here is my CV period headers    

hi all, I hope you are doing well. I've a cube view with 2 columns and need to add another dimension, is his a bug to have only 2 dimensions? Thanks in advance. Regards Mario Guerrero

I am stopping users from running forced calculate/translate/consolidate with the following in "WcfEventHandler".  If args.IsBeforeEvent AndAlso (args.WcfServiceType = WcfServiceType.Calculate) AndAlso (args.OperationName="CalculateChartLogic" OrElse args.OperationName= "StartConsolidation" OrElse args.OperationName= "StartProcessCube" OrElse args.OperationName= "Translate" ) Then Dim isForced As Boolean = args.inputs(2) If isForced = "True" Then args.Cancel = True Throw New XFException(si, New Exception("You do not have access to Force Calculate/Translate/Consolidate.")) End If End If How do I stop users from running these functions in a report in excel? 

Looking for some sample code to help me get started with adding in a new row through the SQL Table Editor, where a few of the columns are prepopulated on row addition through Dashboard Extender BR Code