Reporting

SOURCE: ONESTREAM CHAMPIONS Hi Team, Greetings for the Day. We have a requirement to download the registers data into an Excel Book with all Account as different Sheets and that too from within one stream. One STream table view is the best option provided to fetch the data from one stream. The question here is we have 100+ Accounts in there, which we need to bring in the tabs, and to achieve that we need to add all tabs 1 by 1 under Spread Sheet - Table view (Refer to attached screenshot). Is there any automatic way to append the Table view with all accounts tab names using some macro or inbuild One Stream Functions?     image.png1114×546 39.1 KB    

I noticed that the application tables have an odd time format in column called timeid   is there another table that houses the times in 2023M3 format or is there a way to convert this column easily when using it in a SQL data adaptor?

We're trying to export a Form into Excel and we are receiving the following error.  Has anyone had this error when trying to export a form into Excel?   Thanks

Is there a way to make dashboards stop refreshing every time you navigate to another tab in OneStream and then come back to the dashboard?

What is the difference between 'drill down' and 'drill back' functionality?  is it just the matter of different names refering to the same function?  thank you.

Hello,  We are using the Excel - Addin and made some templates to work better with OneStream. It worked great, however we found that the users sometimes have the error of clicking "Submit Workbook" instead of "Refresh Sheet".  We tried to customize the ribbon to separate them but it is not possible because the Refresh and Submit button are in the same tab ("Data"). Is there a way to modify it? Is it a common mistake? Thanks for the attention and best regards,  

I am trying to use the the GetDataCell function for both Rows and Column and the math is not working.  For the row, I am using GetDataCell to sum several G/L accounts.  For the columns I have Actual(C1), Budget (C3)and the 3rd is a GetDataCell (C3) to take the difference between Actual and Budget.  I am not getting any errors but the Variance Column (C3) is returning the value in the first column.  Its as if the second column has a zero loaded.

Hello, For a project management perspective, I would like to use the Gantt component in a dashboard. The documentation only explain that we should use XFGanttTaskCollection for that. Are there any implementation that have been using this component, any documentation to share about it ?   Regards,

I created a combo box in a dashboard and the combo box is associated with a parameter that provides a considerable list of elements for selection. The user would like to have a button to clear all the selected elements as needed. Would you know of any alternative to clear the selected elements from the combo box? Thank you for all the help.  

Hi, So I have inherited a OneStream application and although I know how to build cubeviews, I cannot work out how to replicate the feature shown below on some of my existing application's cubeviews. The cubeview "parent" is referencing a row template to provide the flow lines and a column template which holds the parameter elements to select in this example the PPE Class.  I am trying to recreate this layout, but try as I might, on running the cubeview it just serves a popup for the user to select the parameters, rather than docking it to the cubeview output. What do i need to select, or where do i need to place these various elements in order for me to be able to dock it like this screenshot. Thanks Mark  

Does anyone know how to format the object lookup cell in the cubeview? We currently have formatting on the cube view as follows.    If(IsRowNumberEven = True) Then BackgroundColor = #FFFFFFFF, *white* ExcelBackgroundColor = #FFFFFFFF, Else BackgroundColor = #FFCFF0FC, *blue* ExcelBackgroundColor = #FFCFF0FC, End If If (RowName contains 'NoZebra') or (IsColHeader = true) then BackgroundColor = #FFFFFFFF, *white* ExcelBackgroundColor = #FFFFFFFF, end if   In some of our reports we use IsRowNumberEven = False, but in this case I need the odd rows to be blue, but since it counts the column headers I don't know how to get around this.   

Whats the Table name where all the Dimensions are stored ? I need to generate/Automate a report which will give me a list of all Dimensions setup in our system. I can do it using the Extract process But I need to write a business rule to SFTP the output of the dimensions data

Hi all, I'm still new to Cube Views and how dynamic they can be.  We currently have 3 separate Cube Views, call them Canada_Results, US_Results, and UK_Results that are run independently by different users. These each have their own unique Account and UD intersections in each row. Our corporate group would have their own Cube View, call it Global_Results which displays the total results.  Is there a way to build our rows in Global_Results to simply "grab" the row results from these existing Cube Views using a function like GetDataCell? We'd like to avoid creating calculated accounts or re-entering our Account/UD intersections as a formula for each row in Global_Results as that would get tedious for us to maintain.  Thanks!

My Cube view has entities in rows. One of the rows is a sum of several entities ( E#A1+E#A2+E#A3). In the 4 columns I have Actual, Budget, Variance and Variance%. Variance and Variance % being calculated from the two first columns. Works fine except for the row that is a sum of several entities. For this row I believe the variance-columns displays the variance for the first entity (E#A1). How can I solve this? Can I set calc order anywhere?

How do I combine XFMemberProperty with Dynamic expansion in a cube view?  E.g. I want to expand Entity and account on Rows. Row1: E1 =E#Total.Base, E2=A#FinancialAssets.Base in columns I have transaction and ledger amounts (UD5) and then I want to add one column with entity currency and one with Text8 which we are using for region. Based on the entity on each row. So the XFGetMembers should reference to Row1 Expanion 1. Col1E1: U5#DS_Trans_CCY Col2E1: U5#DS_Ledger_CCY Col3E1: XFMemberProperty: Currency Col4E1: XFMemberProperty: Text8   Entity.Base Account.Base Trans CCY (UD5) Ledger CCY (UD5) Currency Text8 Entity A Account 1 10 100 EUR Germany   Account 2 15 150 EUR Germany Entity B Account 1 23 56 DKK Sweden Entity C Account 1 78 78 SEK Sweden  

Hi Experts, i am trying to read the line items from celldetails. I think i get the sytax of BR functions it compiles fine but getting  "Object reference not set to an instance of an object." error so something is wrong with script? I am able to read Cellamount just fine using the Member Script. Requirement is to get the cell detail in the report along with amount.    Below is the line from the code: LineItem = BRapi.Finance.Data.GetDataCellUsingMemberScript(si,"AUM","Cb#AUM:E#RevAccComments:C#USD:S#RevAccRecon:T#"+ FYQ +": A#MGMTFEES:F#CQ_MGMT_FEE_REV:O#Top:I#None:U1#None:U2#None:U3#None:U4#"+ Product.Member.Name +":U5#None:U6#None:U7#None:U8#None").DataCellEx.DataCellDetail.LineItems.LineItems.Item(0).Classification   any ideas on why this is not working? 

I am working with a client the requires the first row of each section of their reports to have a dollar sign.  No other rows in the section (outside of the total) need a dollar sign.  The cube view also has row supression on which means the row can and will change depending on the account, time and entity. Has any one encountered this before?  

Hello All,    I am trying to create a cube view or report if necessary to list our active Entities. I've been able to filter by "In Use", but we also need to include the Member Property of "ReadWriteDataGroup" where its set to "Administrator".  Is that even possible or would a Business Rule Member List contain the arguments necessary? Thanks for any suggestions!

Hello, We are in the process of building workflows . During the demo of required workflow forms, there are some check reports built for users to verify their data and add comments. When the user switches between report tabs in the workflow, the refresh takes approximately 20 seconds to a full minute depending on the report. Our implementation partner suggested reducing the number of columns. We do have several columns of data, however this is needed for a proper review, and would like to review alternatives before reducing the reporting content. Is there anything else we can do to increase report refresh speed when there's multiple columns? Thanks, Will

Hi All, Has anyone built a custom audit data report for their OneStream planning applications which shows which users changed which entities/accounts/scenarios, etc on specific days? Not sure if we have a marketplace solution for this. Any leads will be helpful. Thanks, Nidhi Mangtani

Hello, How can I call an account's assigned plug account via SQL? I able to get the PlugAcct DecimalValue, but need help with the syntax to return the account member name instead of the ID... SELECT     (CASE WHEN D.DimTypeId = 0 THEN 'Entity' WHEN D.DimTypeId = 2 THEN 'Scenario'      WHEN D.DimTypeId = 5 THEN 'Account' WHEN D.DimTypeId = 6 THEN 'Flow'      WHEN D.DimTypeId = 9 THEN 'UD1' WHEN D.DimTypeId = 10 THEN 'UD2'      WHEN D.DimTypeId = 11 THEN 'UD3' WHEN D.DimTypeId = 12 THEN 'UD4'      WHEN D.DimTypeId = 13 THEN 'UD5' WHEN D.DimTypeId = 14 THEN 'UD6'      WHEN D.DimTypeId = 15 THEN 'UD7' WHEN D.DimTypeId = 16 THEN 'UD8'      ELSE 'Unknown'      END)AS 'DimTypeName',     M.NameAS 'MemberName',     M.DescriptionAS 'MemberDesc',     (SELECT TOP 1 MP.TextValue     FROM MemberProperty MP    &nb

Hi everyone, do you know if the report run time and page number that is in the cube view report footer can be moved into the report header? I was thinking perhaps via a cube view inline formula?

Hi Team, We have a requirement to generate Level 1 member list (Department Member List) based on POV (Entity Dimension) selected so we have developed XFBR script to generate the Level 1 Member List. Now we have to generate Level 2 Member List (Product Dimension Member List) based on Level 1 (Department). I am not sure how to reference or Pass Level 1 information as a parameter to XFBR script?   POV Entity=>Level 1 Member List: XFBR(POV Entity) =>Level 2 Member List: XFBR(Level 1). Not Sure how to refer or Pass Level 1 information as a parameter to XFBR script. Thanks, Sudhakar S

Hi all,  I'm looking for a possibility to dynamically create a Cell Format via an XFBR Rule. Unfortunately it doesn't seem to work, but also does not give an error message. Could someone please let me know, whether and how it is possible? The script is e.g. returning something like "|!MyFormatParameter!|" in the easiest case.   Thanks in advance Markus

If the workflow time is 2020M3 and you used the time function T#YearPrior1(|WFTime|)PeriodNext1(|WFTime|) it would return 2019M2. Question Credit: Andrea Tout Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases