Reporting

The Workflow Status Reports show the status of the Import, Forms, and Adjustment items that are immediately under the Workflow slider. Is there a way to show the status of the individual Forms under the Required and Optional steps? Our Finance team wants to be able to run a report to see whether individual Forms are marked as Completed or not during the close process. Thank you for your help! Darrin

Hi, is it possible to use time functions other than "WF" in cube view point of view?   For example, I have the time function "T#WFYearM12" (it takes the current workflow year and add M12 at the end to get the December month). The function works as expected if used in cube view rows or columns. However, if I try using "WFYearM12" in the cube view POV, it does not work.   I can set the time to "T#WFYearM12" for each row of the cube view. However, I was wondering if it was possible to use the same or a similar function in the POV.   Thank you

Hi All, Do we have a function to get data from a row within CV? For e.g. GetDataCell(CVC(Rental Revenue) / CVC(Fleet Actual))   I tried using this method but keep getting a syntax error. Any suggestions in the right directions will be appreciated.  Thanks!   Best, Mustafa  

Navigation links provide the option to setup one Cube View to launch another Cube View or Dashboard. Question Credit: Becca Speese 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

Hello! I would like to create a table of contents for a book that lists the reports within the book dynamically (ie. if the book updates based on parameters set, then the ToC would update as well). Is a table of contents possible? If so, how would I go about creating this? Any guidance would be appreciated! Thank you!

Hello. I am trying to create a column set showing M1-M12 for the previous year based on Global Time. I can do this successfully using WFYear and POVYear as shown: T#YearPrior1(|WFYear|).BaseT#YearPrior1(|POVYear|).Base However, this syntax generates an error  =>   T#YearPrior1(|GlobalYear|).Base I can get close using  =>  T#GlobalYear.Prior1.BaseBut, it adds a column for the year which we do not want:   Thanks,Bil Brandon

Hi, is there a simple way to create a cube view with the member name and description in different columns?  Specifically, when there are nested members in the row.  I can pull in UD8, but they come in on two columns after the names which looks odd. thanks, Greg

Conditional Formatting determines if you want to display gridlines within Excel. Question Credit: Becca Speese 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

Hi,  In a forecast scenario I have placed some text in the "Custom settings" Text 1 What it the syntax to get this text1 into my header of the CV? T#Year(|WFYearNext1|)Q1:S#WF:name(|Text1|)

Hello, I am trying to write a rule where I get the base of Net Income where the Text 2 field is not blank. Does anyone know the syntax to indicate blank?  A#NET_INCOME.Base.Where(Text2 <> ????)   Thanks!

Hi, I'm trying to build a cube view having a list of Entities on the rows. I'd like the row label to be the entity description followed by the entity currency. I was trying to use the Name function to do that. I am able to display the entity currency like this for example: E#Tot_Entity.TreeDescendantsInclusive:Name(XFMemberProperty(DimType=Entity, Member=|MFEntity|, Property=Currency)) Similarly I can use the XFmemberproperty function to retrieve the member description, like this: E#Tot_Entity.TreeDescendantsInclusive:Name(XFMemberProperty(DimType=Entity, Member=|MFEntity|, Property=Description))   However, I have been unable to combine the 2 things. How do I concatenate strings within the Name function? Thank you

Hello,   As my title indicates, I am trying to create comment columns within my CV's that utilize the V#Annotation and V#VarianceExplanation members and am stuck at a roadblock with this error: Error saving data attachment. The intersection is read-only. Is this something handled within security? Any help is appreciated.   EDIT: I have heard that one possibility is that this is not a base level member that I want to make a comment to. Could that be the reason why? And if that is the case, is there a way to get around this?

Does anyone else run into issues frequently creating and copying quickviews?  When I try to copy quick views i often get no response excel.  Even if i shut down excel and restart my computer it doesn't seem to help.  Below is the error issue i receive when trying to create a quick view table.     

I built a cube view which contains blank cells (this is expected) as there is no data in the intersection. How can I forcibly show 0.0 in these cells (intersections) instead of blank cells? Thanks!

Hi everyone, I am trying to retrieve a Chart (Advanced) in my PowerPoint presentation, making use of the Alt Text functionality and extensible documents. The chart component works perfectly fine in OneStream. I can see the chart and correct the data. However, when I open the PowerPoint containing a picture with the Alt Text, I get the following message: The message prompts that there are no parameters for the selected item. However, my data adapter is linked to a cube view, which has an entity selection parameter in the cube view POV. When I click 'OK', the PowerPoint opens, but the chart area is empty. When I hardcode the entity in the cube view that is used as a source for the data adapter, I get the exact same error message, but the chart area is populated with data.  Therefore, I think I'm doing something wrong with the parameter settings of the Chart (advanced) component. However, I cannot figure out what I'm doing wrong.  Any help would be very much appreciated. T

Hi everyone, I want to retrieve a report component into my PowerPoint, using the extensible documents and the Alt Text functionality of PowerPoint. I have created a graph within a report component. As you can see in the picture below, I have created the graph within the ReportHeader1 section of the report, and it shows data when it's run.  However, when I open the extensible document PowerPoint, it just shows a black window. The picture has the following Alt Text:  {XF}{Application}{Report}{Development} PageNumber=1, CropLeft=0, CropTop=0, CropWidth=0, CropHeight=0, Zoom=100, MaintainAspectRatio=False, FillMode=Height, Anchor=TopLeft, IncludeBorders=False, IncludeReportMargins=False, IncludeReportHeader=False, IncludeReportFooter=False, IncludePageHeader=False, IncludePageFooter=False. This is the outcome: Any help would be much appreciated. Thanks! Kind regards, Floris van der Poel

I have a bar and line chart (line being the 2nd Y-Axis).  I want to sync the two scales; Anyone know how to do that?  I did not see an option to sync and looking for guidance. 

Hi, New user here.  I have a report I'm building to show current year to date and prior year to date metrics, each with a variance column followed by a blank one as shown in the example screenshot below.     I'd prefer to see 8/22 - 8/21 below each Variance column.  If not, then just blanks for both Aug 2021 and YTD.  Additionally, I'd like to see nothing in the blank columns where it currently shows None, Aug 2022, and YTD.    Below are the settings I have for Headers and Columns, respectively.     Thank you,

Hi everyone, I would like to add a top and bottom border to a specific row in the report when I export the cube view.  I know this is done by setting the GridLinesColor to a specific color and ReportUseTopBorder = True and ReportUseBottomBorder = False. Even though my client will not use the cube view but is only interested in the report view (which will be exported to PPT), I would like to know if I can have the top and bottom border in the report view but not show the grid lines when viewing the cube view. Thanks for any help in advance. Kind regards, Floris van der Poel

How can we get a system generated report for version compare for metadata and finance rule changes?  The question is related to providing SOX audit documentation compares to auditors as this a finance tool. Earlier in HFM, we used spreadsheet compare. Please suggest.

Hello, I am attempting to build a simple line chart through BI Viewer with Cashflow amounts in Y axis and Time (month-year) in X axis. I cannot get it to sort properly so it display data to flow through time. In the X axis, I choose Time for Arguments and sort in ascending. But it sorted as 2021M1, 2021M11, 2021M12, then 2021M2. When I change Time display from Name to Description, it goes by April-2021, April 2021 etc. How do I set this up so Time dimension flow through chronologically?

Is there a functionality to populate headers when we open a cube view from Excel.  Currently when I open Excel, connect to OneStream and open a cube view, the headers that we set in OS does not populate.  Is there a fix to this? 

Hi everyone,   I am having some issues with the report dashboard component. I have created a report that consists of a graph linked to a specific data adapter. This data adapter is connected to a cube view. Everything is working fine, I am getting data in the graph, and it's doing the correct thing. However, the graph is printed 72 times on the report. These graphs are all identical, so it prints the same graph 72 times on the report.  Is it a coincidence that when I test the data adapter, the 'total number of rows' is also 72? In addition, is there a setting where I can specify that the report should only be printed once? I hope someone can help me find a solution. I really appreciate any help you can provide. Floris van der Poel

T#PeriodPrior1(|!DRU_Year!|):Name(April 30, 2021)   The member filter above is not dynamic since I am hard-coding 2021 in the second column. How can I make the second column be a prior period based on the first column?

Team Can you please help where will the Books be saved to export as .xml/zip file. Am trying to check that under "Application Load/Extract" RegardsVarun