Reporting

Hello, where can I find a simple guide to formatting my reports, especially in the ‘view reports’ view? Somehow it is difficult to insert blank lines without scenarios, just formatting, do you have a suggestion here? Also the underline frame somehow doesn't work properly, I need a thicker border line but the software doesn't seem to respond when I enter a value for the thickness. Any easy solution available? Best regards, Luca

Hi I want to combine data from 2 out-of-box methods in Data Adapter for a custom grid.  Is there a function that I can use in BR to read data from the methods - FormsStatusForWorkFlowUnit and CertificationForWorkflowUnit Thank you in advance, Mikki

Hello All,  Is there a way to automate Security Audit Reports?  I'm currently running ad hoc user reports for Audit and would like them to run on a schedule.  Thanks!  Cheryl Patterson  

Is there any way we can input the data at the Parent Entity: One Possible way is Set O#AdjInput and Set Account Property > Allow Adjustments to Data Entry to which I want to input data data.But I am sceptical as it will not allow me to allow Posting a Journal on the base level entity for the account. Is there any possible or better way to do this? If I dont find an answer I have to replicate the Accounts in a alternatate hierarchy with some suffix for the with same description and then copy the data to the original account. 😞 Regards, Nikhil     

Hello, I have created a button that opens a Book from File Explorer. This particular book requires prompts to run correctly, but when running the Book from the button, it skips the prompt dialog and runs with errors. Is there a way to have the button ask for the prompts before running the book? Thanks!

Hi, I am using word doc in my Book for title page and I wanted to show full month and year (September 2024) I am using '|WFTimeDesc|' In the word doc which is returning abbreviated month with year (Sep 2024), can someone help me on that. Thanks

Has anyone had any issues Windows 11 and QuickViews? We have one individual only that cannot seem to run QVs, or if he can, it takes several minutes to do so. Any ideas what it could be that is causing this? We are on an old version of OS. We changed some preferences in the QV and that helped. We have had IT look at his setup and they found nothing out of the ordinary. We are at a total loss as to why one individual is having problems out of 50 + users. Any ideas will help. Thanks

Hi Community,             I have a Cube View which has multiple source rows and a total row at the very end which is using GetDataCell(CVR()) to obtain the Total.Is there any way in which I can hide the source rows and just display only the Total row. Thanks,

I am writing the Business rule in Revenue % account dimension,  Revenue % = X / PY Y. My PY can be based on POV. For example, if user can select current year as FY2024 then PY is FY2023 or If user choose MAY 2024, then PY is MAY 2023 or if user choose Q2 2024 then the PY is Q2 2023.  I am using this code and I am able to achieve if it is year, but I need more of dynamic based on user selected PoV. how to automate this code based on PoV. any suggestions would be really appreciated. Return api.Data.GetDataCell("-A#X / (A#Y:T#GlobalPrior1")

I'm working on a custom Table View that returns People Planning Plan Data for our users.  The new requirement is to also bring in the Currency of the data. This means I need to bring in the Currency that is assigned to a given Entity (i.e., Currency assigned in Entity Member Properties in the Settings section).  I've looked through the Member, MemberDescription, and MemberProperty Application Database Tables but cannot seem to find where the Currency name is stored.   If anyone can point me to where I can find an Entity's Currency stored in the Application Database Tables, that would be fantastic. 

Hi, I am getting error when retrieving parent member name of a UD dimension using XFGetRelationshipProperty. I have used below syntax. Could someone please help me. XFGetRelationshipProperty(“UD4”,B15,“ParentMemberName”,"","","")  It returns #ERROR: PropertyName      

I am using OneStream dashboards and have set up a pivot grid. On desktop, I have configured a default layout for the pivot grid, which works as expected. However, when I access the same dashboard through the browser UX, the default layout does not apply. I have tried clearing the browser cache, but the issue persists. Has anyone encountered this issue before, or can provide insights into why the default layout is not being applied in the browser UX?  Additionally, on Desktop, the pivot gris appears in classic format. On UX, it comes as a hierarchy. Can we default to use classic format on browser UX?   On Desktop: On Browser UX:

Does anyone know the BR to change the date format of the Cube view Report footer from ("MM/dd/yyyy h:mm:ss tt") to ("dd/MM/yyyy h:mm:ss tt") via Business Rule Cube view extender? Is there also a rule to show the Username on the Report footer? Would be ideal to show it in the center of the report footer.   Thanks  

Hi All, Can somebody maybe help me on this one? I want to add some subtotals in my report but  the problem is that i need to add two members to the CVR formula. So as shown in the formula below not only deferred taxation (account) but also the UD3 (<1 Year) to get the complete data field to sum. How can this be achieved?      

Hello, We have a cube view with a couple hundred rows, when in the designer view it is hard to find the row we want to edit since it reads the row number vs member info. I know it's possible to update the name but that would be tedious to do one by one. Is there a setting or rule that would override the row name to equal the member number/name/description? For example "Row192" would read "LE30102" or the actual description.  Thank you in advance! Rana

Originally posted by Natalie HagerlidIs there an excel-add in that works with MAC?

Dear Community, Is there any possibility to get column names using Cube View Extender rule or XFBR? Thanks in advance. 

Hi,We have daily information loaded into OS database and we want to generate different reports and send them via mail. We thought about using parcel service, so we want to include the reports in a book. What are the options for generating reports from the database? Can this only be done using grid views? Is there any option for displaying a dashboard report in a book? Regards,

Hi there, we are trying to figure out a way of collecting capex project information in OS inside a user friendly form (not capital planning register). Wonder if anyone else is doing it and how you are accomplishing this? Trying to figure out how to allow users to enter project number and name without creating metadata for each project in one of the dimensions ahead of time or if there is an easy way to accomplish this. The information we need to collect is really minimal, number, name, description, amount per year and a classification in one of three buckets.

I have a dashboard report with text boxes that grow with the text.  Is there a way to prevent the box from breaking on a page break?  I know how to do this in Word, but cannot find a setting for it here.  See screenshot for example.  Apologies, I had to blur the actual text.  

I can use T#YearPrior1(|WFTime|) in my cube views and it yields the correct date. However, when I use this variable in my ConfirmationRuleArgs, I get an error noting: "Invalid calculation script. Unexpected text. |WFTime|)." Is there a way to have the confirmation rule pull December PY based on the workflow time the user is in?  Thanks for the help!

I have attached the Parameter (Delimited) in the Cubeview. In parameter I have added a drop down what that drop will do it will add 2 flow dimensions members data which is huge. for 2 column data adding it will works fine but when I run it for whole entity.base or account.base, after few minutes OneStream forcibly stop process. how can I solve this problem ?

Hello, I was wondering if there's a way to use one of the OneStream Excel functions (i.e. =xfgetmemberinfo) to grab data from a Cube View Connection? I know I could pull this data from the headers, but my work doesn't like using them really and was wondering if there was another way. Thanks, Will

Hi, Does anyone know a report that shows all workflow profiles and who processed them? I know that for forms we can use adapter - FormsStatusForWorkflowUnit, but it's just a forms - I need all inputs. Many thanks!

Hello, Wondering if anyone knows how to have the same Style (Primary, Upper, row/column header, data Styles) as Excel in OS Spreadsheet tool. We have defined in Excel a new custom Primary Style which is visible in the Excel QuickView Settings (under 'Excel Styles)...but it is not visible in OS Spreadsheet tool. Thanks, Regards, Harry