Reporting

We currently have a cube view built out to compare specific GL account values from quarter to quarter. Some of these values needs to be translated using using FX rates. We have AverageRate and ClosingRate, but when assigning the Currency in the Cube view it seems to default to AverageRate, but the requirement is to be using ClosingRate values.  Is this best way to do this through an XFBR rule? Help is greatly appreciated, thanks!

Hi, I'm a new-ish user to OneStream and the QuickViews.  Is there a way to prevent a dimension from repeating when you refresh - for example, I want monthly (periodic) columns with a specific UD#7 variable - we will call it A.  Then, I want YTD with a different UD#7 member, B for YTD view.  Whenever I refresh the QuickView, OneStream will give me both A and B for all periodic and YTD data.  Is there a way around this? I don't want YTD with UD#7 member A or Periodic with UD#7 member B but not sure what I need to change for the ad-hoc build.  Thank you!

Hello there, As intuitive as it seems, I'm trying to pass bound parameters from a CView to a DM Sequence. Upon selecting a CView cell, I click on a 1st button to open a dialog window (at this stage, bound params are resolved). But, within this dialog, once I click on 2nd button that launches my DM Sequence that uses the previously resolved params; I retrieve " |!mySelectedAccount!| " instead of the needed value. Button Configuration: DM Step Configuration: Solution Attempts: Since I am able to retrieve the bound params on the 1st button click, I tried storing them to a 'Literal Parameter' that uses an XFBR to string.join values, but when I try retrieving the literal param value i get " XFBR(BR,Function, Account=|!mySelectedAccount!|, Entity= ... " instead of resolving the XFBR ( Which is normal ?) I tried using "Globals" but I get the same result ... literal value instead of resolved value

Hi all, Currently I have a cube view with GetDataCell formula for ad hoc calculation, may I know is there any rounding off function in the GetDataCell formula? For example, we would like to have a formula like Round(A#100) - Round(A#200). Thanks a lot for any possible solutions.

Hi all, I have created cube view wherein I have used E#Test.Base in Member Filter 1  (Test have 2 children A and B). I need A and B in Member Filter 2 to act as param value in the Dashboard XFBR String. How can I achieve this ? Thanks  

Hi All , I was trying to build a dashboard with a Index or a guided List like below. For the below dashboard these are the steps I took :  a. Created A Delimited Parameter  with all the reports  b. Created an embedded dashboard with the value of this parameter  c. Created a List Box with the delimited parameter.  So on the Main dashboard when one click on any of the values on the list , the Dashboard opens on the right.  Although it works , I noticed that the performance of the dashboard is quite bad compared to if I create the same dashboard with tabs .  Both the dashboards are using the same underlying cube view then why is there a difference in Performance ?  Is there something wrong with my approach ?  Tabbed dashboard   Regards, Saurav

HI All Does anyone know a way to extract a given Hierarchy to Excel broken out by columns for each layer ie a parent in one and children in the other. Using HFM in the past, I recall being able to extract the different hierarchies to Excel but thus far havent found a nice way to do this in OS. Of course I can pull the hierarchies into a cube view and export to exel which does have some visual indentation but its all in one column. Appreciate any ideas! ThanksTahir

We have developed cube view for BS level commentary to avoid the business excel and email conversation on close process.But we need suggestion on threshold setup to commentary column to allow users to input. Ex: If Var% > 10% only users allow to enter commentary else   not.

I am working with text editors and found that when I try to undo something I keep getting the "Object reference not set to an instance of an object." error. Does anyone know if this has been fixed in newer versions (currently using 7.4.2 for this) or if there is a way to fix this within the application?

How to create a form with dynamic cost buckets (columns) that change every year for different entities in OneStream ?

Hi Team, I wanted to double check if origin Import can be used within XFSetCell. It gives me error and my assumption is we can only use origin Forms.  It's strange that this field is not predefined and we can type there "import": Many thanks!  

I created a parameter to specify the dimensions that I want to pull into a Word document.  I want to format the data cells to show a "-" and not a zero but I cannot get that to work.   I tried : NumberFormat =[#,##0;(#,##0);-] NumberFormat =[#,##0;(#,##0);” – “] It only shows an empty space and not a -

After processing the Cube, suppression options for Cube Views in the Analysis Tab disappear. When opening Cube Views in a month where the Cubes are not processed, the suppression setting is still there. Is there a way to solve this, so the suppression setting is always visible? Suppression setting visible (Before processing Cube)Suppression setting not visible (after processing Cube)

Integrating emojis into OneStream workflows, like :memo: for forms and :crystal_ball: for forecasts, enhances clarity and user engagement. Simple to set up, just copy and paste your chosen emoji into workflow titles for an instant visual upgrade. Interested in setting this up in OneStream? Dive into the world of emojis and elevate your interface today! :rocket:

Hi, I have a button that runs a dashboard extender business rule. Between the 4 server options available, which one should I choose when, and should I even care about choosing the right one (i.e. when does it make a difference)? Thank you      

Hello, we use the Addin to retrieve data from OneStream to Excel and we work with quite large files. There are several groupings in the excel file and as soon as you collapse and reexpand a grouped section all cells with OneStream-formulas change to #Name or #Value and we have to refresh the workbook again, which is very annoying and time consuming! Same behavior when you just simply add a line within the structure. Does anyone have the same experience in Excel with the OneStream Excel Addin?   Regards Martin

Has anyone pushed files from OneStream FileShare to a company SharePoint site? Is the best approach using Microsoft's SharePoint client object model (CSOM) to upload to subfolder in SharePoint (I assume that OneStream support would have to load the Microsoft.SharePoint.Client DLLs to your system)? Or would it be to use SharePoint's REST API Endpoints to make the connection and post the files to a subfolder? Can anyone provide examples or snippets of either approach?

Hello Team - I am working on a cube view where I would want the resulting values (variance amount) to sort with the highest value first. Wondering if anyone else has attempted this. Thanks, Ritesh

Hi, How can I filter accounts by the plug account property just like I can filter by other account properties such as text? I am creating a CubeView and I need to show a series of accounts that have in common "x" plug account, but I am not able to filter accounts by the plug account property. Regards,

Apologies if this question has been answered elsewhere - I have been searching for a while but didn't find anything that solves my problem.I have a cube view with a single column whose member filter is T#|CVTime|.BaseIt displays 12 columns, which is great - one for each period of our fiscal year. For example, if CVTime is 2025 then the cells of each column going left to right will have their POV Time as 2025M1, 2025M2, ... 2025M12. Wonderful!However, on a single row within the cube view, I want to instead display values from the previous fiscal year using a column override for that row.  In other words I want the POV Time for the cells in that row to be 2024M1, 2025M2, etc.Seems straightforward but the two seemingly obvious options I tried do not do the trick:T#YearPrior1(|CVYear|).Base  (yields 2024 for each column.) T#YearPrior1(|CVYear|.Base) (yields 2025M1, 2025M2, ... 2025M12)   - I don't know if it matters but it's not clear to me if that's how the syntax

I have built out an extensible document in PowerPoint that extracts a set at dashboards out of OneStream. I have charts displaying data for the current month, and previous two months.  I am having trouble using a variable to label the two previous months. For the current month, I just use the |CVTimeDesc| variables and it labels it correctly. But I can't seem to find a variable that works to display the prior period months description. Something along the lines of |CVTimePriorDesc|... Any help appreciated. Thanks!

Is there a way to format 'NoData' cells so that when the report exports to excel it shows a dash or 0, instead of the cell being blank?

For years now if you had a combo box on a dashboard (use View as the example, where a user can select MTD/QTD/YTD) the user's selection would be saved. This would mean that even if the default for the View Parameter was YTD, if the user picked MTD it would stay on MTD the next time they came back to the dashboard.  I have been noticing in V8.1 this is no longer the case. When I come back to the dashboard, it is always set to the Default YTD, even though I left it on MTD. Am I just missing a new toggle somewhere that I need to flip on so that it saves my selections? Has anyone else noticed this behavior? Thanks!

Dear Community, Is it possible to merge cell in rows and display our heading in center of it? My heading should be populated in center based on user selection of time. In first image it is in left but I need it in center.   

Is it possible to use a variable or dynamic selection on the the index?  For example, I would like it to vary based on the cubeview time, e.g. - an index of 1:(SubPeriodNum). See example below.