Reporting

Hello, I was wondering if there's a time expansion that would only pull a previous year based off the workflow? I tried WFPrior2, but that pulls both prior 2 years. If I want to just pull the time form 2 years ago (i.e. 2022) how could I do that based off the WFYear time expansion? I know i can create a parameter and hard code it, but I would rather not have to go back and update it every fiscal year. Thanks, Will

We have built a set of dashboards for our client within OneStream and the requirement is to be able to export and distribute these dashboards outside of OneStream.  We have previously gone the route of exporting to PowerPoint, however, we are struggling with the cube views replacing the images, formatting, not bringing over any editable text, etc.. overall, a lot of work for a poor result.  Are there any other options to exporting dashboards? Ideal result is to get as close as we can to what we are seeing in the OneStream dashboards and just extract them.  Any advice is greatly appreciated!

i am pulling flow to cube view i want to round the number to two digit precision. i tied with number formatting N2 it didn't work. i can see the two digit in CV but real number still exist when i export to excel. How can i round the number?  

Hello all, I was asked to code in a December of prior year. I know how to get any month prior to the current month but I am unable to figure out how to get a static month like December no matter which month we are in the current year. Seems simple enough but the time functions are not working. It says 'Unexpected Text' when i enter in the function T#POVPriorYearM12. Is this a POV issue? Not sure what is going on. 

Dear Community, I have a SQL Table Editor on a Dashboard and a button. When user select (click on a row/record) on the SQL Table Editor and then click the button, I need to pass the data in the selected row to a business rule. Is it possible? Thank you in advance!

Hi All, I have a requirement to create a cube view with 3 columns of orders and to make them like a single column. Can anyone please suggest. Please find the below snap for your reference. Orders of 3 columns, should make as one column. Column1 - PW Column2 - CW Column3 - VPW        Thanks in Advance.    

For our Planning/Budgeting application we have a dashboard that is an excel spreadsheet with a CV embedded in it.   Goal: is to allow folks to copy paste from excel where they have additional data summarized (ie paste formula as a value) Issue: Copy (Ctrl-C) Paste (Ctrl-V) will paste the formula that then turns into a value based on the reference in the dashboard and not the original excel. Option 1: I did turn on Spreadsheeting setting - Show Ribbon and user can now select Home-Paste Special-Comma delimited. Question: Is there a better way!  1) - Folks are confused with the list of Paste As options (see below). 2) - Creates 3 additional clicks than normal. 3) - We prefer to not even show the Ribbon - It just creates questions from users. 4) - Is there a way to set a default or maybe a button. Clarke

Within our design we are using 3 layers of extensible cubes with extensibility across Entity, Account and UD dimensions. We are finding inconsistent results when the user is in the parent cube and are attempting to ‘drill’ to lower detail in an Ad Hoc Grid. In the attached video you will see a user using the .Base member expansion and doing a right-click drill and receiving differing results. In talking with OneStream, this appears as expected functionality because of extensibility. We were provided a workaround (adding .Option expansion) which is not user friendly given the availability of a .Base button in the member expansion. Logging this enhancement request because this is not a user-friendly functionality and the inconsistent results could cause users to not trust the results they are seeing in an ad-hoc grid. We understand we can put it into a parameter per case CSRC009442 .Base.Options(Cube = Global, ScenarioType = Actual, MergeMembersFromReferencedCubes = False)  which ca

Does anyone have any experience creating a bar graph with 2 dimensions on the x axis?  We have created a bar chart comparing Recurring and non recurring revenue by entity.  Currently, I have both the accounts as the rows and and entities to be displayed in the columns. The client wants to see the same chart but for the current month and two previous months for each of the entities. I have tried placing the T#Month(|CVTime|), T#MonthPrior1(|CVTime|), T#MonthPrior2(|CVTime|)  in the nested member expansion 2 on the columns but that does not allow me to have multiple dimensions on the x axis and only displays those three months. I am currently using the Chart (Advanced) component. Any ideas are appreciated. 

Hi everyone ! Hope you're doing well. I am looking for help on a word extensible document : we manage to integrate a cubeview in the doc word however the column header do not appear despite selecting "IncludeReportHeader=True". Could you please advise on this matter? Many thanks in advance ! Best regards Jérôme The cubeview as formated for reporting purpose : The word settings for integration of the document in word : {XF}{Application}{CubeViewReport}{CSR008_RPT_DPEF_TER02} IncludeReportMargins=False, IncludeReportHeader=True, IncludeReportFooter=True, IncludePageHeader=False, IncludePageFooter=False How it looks like when opening word in OneStream : I don't understand how to make column headers appear whitout having to display page headers. My understanding was that column headers were report headers and not page headers.        

Dear Community,  We have a requirement to make all the headers in report as well as in excel to make it bold and to increase the size. Here, I wrote a Business Rule function in Cube View Extender to make the change. But, I see it's getting reflected for only one of the headers in the report. Here, I'm attaching the images for the reference. Any solutions to this are really appreciated. Thanks.   -- This is what I have given in the report header.       -- And this is the output when generating the report. This bold needs to be applied to all the headers given here.     -- This is the output when I'm viewing it in the excel format. No changes are seen here.      -- Cube View Extender Business Rule which I used.               

Hello, Does anyone know how to Pass CalcScript in navigation links from One CubeView to another CubeView? Any help will be appreciated. Thanks

Is there a way to pull the functional currency in a Quickview, for example we have a Quickview showing entity and account (cash) in the rows and time in the columns.  I would like to pull the entity, the functional currency of each entity.

Hello Community,  I have an issue with the chart size, if I try to display it in powerpoint, using the extensible documents function like this. I tried several different zoom factores, but all efforts failed. I want to place 2 charts next to each other, but every time I try to decrease the picture size, so two charts could fit on one slide, or change the settings, I only see 40% or 50 of the charts. Question: Is there a way to decrease or increase the size of charts/pictures in powerpoint, but still be able to see 100% of my chart? I´m facing the same issue with some Cubeviews.  {XF}{Application}{CubeViewReport}{Chart Name Here} PageNumber=1, CropLeft=100, CropTop=100, CropWidth=0, CropHeight=0, Zoom=100, MaintainAspectRatio=True, FillMode=Width, Anchor=TopLeft, IncludeBorders=True, IncludeReportMargins=True, IncludeReportHeader=True, IncludeReportFooter=False, IncludePageHeader=True, IncludePageFooter=False Many Thanks for some tips and tricks. Regards, Markus

I want to add more filters to my row, just as I have it in my Excel quickview, but from what I saw there is no visual way to add it, so I needed to know how to do this, whether it is through a business rule or another way.  

In my cube view, I need a column (% of net sales) to calculate each row/divided by net sales. In the selected column I am trying to only solve for actual. For example actual gross sales/actual net sales, and then actual sales rebates/actual net sales, and so on down my P&L. There must be a way but I have not found anything useful. I'd greatly appreciate any help.  

I am using BIViewer within the dashboard. This BIViewer uses a data adapter of Cube View type. Now, every time the dashboard refreshes, the Cube View runs and the task activity shows a Cube View entry. How can i avoid the task activity entry?

I'd like assistance with utilizing a formula within the UD1 dimension section of the attached POV Cube view. Specifically, I am trying to subtract one cost center from another. So the formula I'm hoping for is something like  "GPPPFI - GPPPAccounting" but thats not working.

Dear community, I am working on a graph that shows the daily FX rates.  I am bringing the data in through an SQL Data Adapter and have set up the following settings in regard to the data and what is shown on the x-axis: Data is shown in days, but the x-axis name are 'summed' to the months.  This works great except for the fact that it writes the month as full. I think it's based on the Time Dimension Description because the date format in the data table is: MM/DD/YYY As you can see the graph is quite small and the naming takes up a big part.  Does anyone know if it's possible to adjust the sourcing of this naming/description? Maybe to a UD8 TimeDescription member or adjust the description of Time in the graph itself, or maybe through the data table or data adapter?    Thanks in advance!      

Dear community,  We encountered a reporting issue: when exporting a cube view to Excel, one line of data will flip the signage.  In cube view, we have the Budget amount of (10,763), and the delta is calculated with GetDataCell(CVC(Actual column) - CVC(Budget column)), which should be 700, but the delta is showing (20,825) instead.  When exporting this cube view to Excel, the Budget amount becomes 10,763 (which is incorrect), but the delta is calculating correctly as 700. For delta, the temporary solution is to calculate with GetDataCell(S#ACTUAL - S#BUDGET); however, the Budget amount would still flip the sign when exporting to Excel.  We use the Text1 property in the cube view to determine the expansion, TreeDescendantsInclusiveR.  For the formatting, we use the below parameters in the cube view: BackgroundColor = White, NumberFormat = [#,###,0 ;(#,###,0);"0 "], Scale = 3, ExcelNumberFormat = [#,##0,], ExcelUseScale = False This happens in Budget for EntityA

Hi, All Just wanted to share a SQL query I wrote to retrieve base members and parent of a given hierarchy from within a dashboard grid.  (Note that the parameter supplies the member ID of the top member in the chosen hierarchy.) Any thoughts on how to improve are welcome! With TEST AS (SELECT childid, parentID, dimtypeid, 0 AS level FROM relationship WHERE parentid = |!SelectDimension!| UNION ALL SELECT ft.childid, ft.parentID, ft.dimtypeID, level + 1 FROM relationship ft JOIN TEST d ON ft.parentid = d.childid ) SELECT m.name As Child_Name, m.description as Child_Description, P.name AS Parent_Name, Description as Parent_Description FROM TEST d JOIN relationship a ON d.parentid = a.parentid JOIN member AS M ON a.childID = m.memberid JOIN member as P on d.parentid = p.memberid where NOT EXISTS ( SELECT NULL FROM TES

I am trying to create a conditional formatting code to convert a large percentage result in a percent variance column to replace it with text ("nm").  Can anyone provide the conditional formatting text that would replace the actual % variance with text?

I want format the Cube view cell based on cell amountIf (CellAmount > GetDataCell(CVC(Col2)) )ThenBackgroundColor = Red, TextColor = WhiteEnd if This code is not working, Actually I am comparing actual amount with budget. how can we do this?  

We're pulling project status' as our attribute 9 from an ERP integration what is the best way to pull those values into an existing summary dashboard? I was going the UD8 route but is there an easier way through Memberfilter builder that I can go directly to that data?      

Hello, I used to work on v7.4. When we worked on cube views, changes were saved in Cube Views. It worked perfectly. Recently I began to work on v8.0.0, I noticed that when changing a Cube View, OS opens a second window for the same Cube View under CV Groups of Workspaces. If we make changes in one of the windows without refreshing, and then we modify in the other window, it doesn't take previous changes into account. It's just like the issue when two persons work in the same business rule. Do you have a solution for this issue apart from updating OS version ? Many thanks in advance.