Reporting

Hi, We have a user that is getting the error below while trying to refresh an excel file using Smartview.  I've had a look at the file, and it's nothing special. Just a few XFgetCell formulas, and it runs fine for me. Error: Index was out of range. Must be non-negative and less than the size of the collecion. Parameter name: index.   Any ideas folks?

Are there any steps that need to be taken for YE close in OneStream. Balances rollover P&L to R.E. and Opening balances for BS accounts. Do we just run a 2024 force consolidation? Any recommendations?

Hi all, I'm looking for a way to skip a dimension parent level in a Tree expansion while still maintaining a tree style view.  Does anyone know if this is possible? Alternatively, does anyone know of a way to declare an expansion MyHierarchy.Tree and include a .Where or .Remove clause?  I can't seem to get this to work for me so I wonder if it's just not possible using the "Tree" method. Example: Default Expansion based on .Tree expansion Parent 1     Child 2        Child 3            Base MemberDesired View (skip the Child3 parent):Parent 1      Child 2            Base Member

Hi, This is most likely basic but I cannot find a reference for this.  I want to show the time Quarter in a cube view, but the name should be the last month of the quarter instead of Q1. Should be March 2023. May I know how to do this? Thank you in advance.

Hi, I sent out an excel cube view report to My colleague. He filled in the numbers and sent it back to me to submit. However, when I click the submit button in excel, the cube view report number is overridden ( to existing system data) and the number my colleagues input is gone. Any way to submit his number before the cube view loads the previous number? Thank you.

The formula I created to calculate the MoM Variance% does not work. I am using the column filter to do the calculation. MoM Variance and Prior Year are calculations based on other columns in the report. What am I missing?GetDataCell(BWPercent(CVC(MOM_Variance), CVC(Prior_year))):Name(MoM Change %)    

How do I filter I#ICEntities exclude E#Group(Text 5 = Equity) in Cube View and Excel Add In?

Hi all,    This is a follow up on this original post (Reduce the size of empty row - OneStream Community (onestreamsoftware.com)). Does anyone know how to reduce the row size? For columns we have the ColumnWidth option in the formatting tab but there's no direct equivalence for rows. Thank you!

I am trying to build a cube view where the columns represent the 4 quarters in the year and then a YTD column. So if the POV is 2023M8 then I would like to see Q1 2023, Q22023, Q3 (should be M7+M8) and Q4 should be zero. I have tried this but it is still displaying the total for q3 even if my pov is M8 it is still picking up M9 T#Quarter(|PovTime|).allpriorinyearinclusive:V#periodic my next column has this T#Quarter(|PovTime|).allnextinyear:V#periodic but it is still showing the YTD reversal any suggestions? thanks

Dear community, we have requirement to reduce the size of empty row, do we have any solutions to this. Any solutions to this question will be very helpful.Thank You!

Dear all, I'd like to ask about a generalization for the "Insert suppressed Member" tool. In the link (Insert Suppressed Row Members - OneStream Community (onestreamsoftware.com)), we can find a successful case but I can't implement it in a general case using member list. Also, at the beginning of the list, I added the parent member ("ICEntities" in this case). The issue is that when there's no data, the whole line is suppressed so it's impossible to use the "Insert suppressed Member" option. Also I checked the options for the columns as recommended here (Solved: Cube view rows suppression - OneStream Community (onestreamsoftware.com)) but the main line still doesn't appear. Some pictures about the setup: 1. Calling the member list in the Member Filter: 2. Options for row suppression:  3. Suppression options for each column:   Thank you  

Hi everyone, I was wondering if it is possible to retrieve the workflow status of a workflow profile in Excel.  Thanks for any help! Floris

Hi,My company has entities 2,5,8,N,U,O,X,Z.When I prepare the loop and if statement in the books;not sure why I could only use the if statement for N/U/O/X/Z but not 2/5/8.I have tried different settings but still not working.Can you share with me how should I write the code if the entity name is purely a number?Thank you.(|Loop1Variable| =[2]) Or (|Loop1Variable| =[U])Or (|Loop1Variable| =[O])Or (|Loop1Variable| =[X])Or (|Loop1Variable| =[5])Or (|Loop1Variable| =[8])(|Loop1Variable| =2) Or (|Loop1Variable| =[U])Or (|Loop1Variable| =[O])Or (|Loop1Variable| =[X])Or (|Loop1Variable| =5)Or (|Loop1Variable| =8)  

I had one of our head budgeting people bring me a question the other day and I feel awkward that I didn't know how to answer him.He loaded data. He validated his 100k. The following day, he sees it's 75k. Neither of us has any idea how to tell who entered the data.He emailed the group of users who have security access to that data and one user confirmed that she had in fact submitted the updated number but... we did have to ask.Have I just lucked out and gone years without needing to do this so have become blind to a whole auditing feature I didn't know was there all along? Or, is it that recording per-cell auditing for every single edit is just impractical and there really is no way for us to do this? I don't see questions about it in Community. I don't even see any particularly relevant products/labels for this question! So, I'm at a bit of a loss. What don't I know that I don't know?Edit: I do see a mention in the Foundation Handbook that data auditing is there and can be used to fi

Hello - I'm working on a cube view that will be used to add variance commentary. The rows have accounts and subtotals, the first column will have a specific entity that will not change, then the next set of columns will be dynamic. I have it set to pull base entities based on specific text values. The entities that do have the first text value (called "DP_2023Q4") are appearing as intended, however there are no entities that have the text value (AQ_2023Q4) in the member filter of the next column, so when I run the CV it just repeats the first column to the right of the columns with the DP_2023Q4 entities. I have several questions for this: 1. How can I set the cube view to return a blank column if there are no base members that have a particular text value? I added a column override with a UD8 dynamic calc set to return nothing if there's no data, and that didn't work. 2. Right now the member filters are set to look for text values that have "DP_|WFYear|Q4" and "AQ_|WFYear|Q4". This sh

Hi, I know I could create a custom member list of an XFBR rule for the scope, but is there an easier option to get the cube view rows ordered alphabetically based on member names? Eg. currently, if I have E#Ent1000.Children in row, the cube view is by default showing the members children of Ent1000 in the order with which they appear in the Entity hierarchy. I would like them to be ordered based on their name. Thank you

Hi All, I have created a cube view and added an empty column, I am able to see blank at base member rows but here I am getting value in the rows of calculated member in the empty column, can anyone suggest how to get complete empty column in the cube view. Please find the below snap for your reference.   Thanks in Advance.  

Hi Experts,  Can you please help me how EVA calculated in OneStream? and how EVA Analysis report should be created? 

Hi all - This is probably pretty basic, but I keep getting stumped. Ultimately I have two monthly metrics I want to look at for each month for current year and prior year. I can get the current year rows set and working, but for some reason for the prior year rows, it shows me the full year data instead of the periodic, even when the cell POV shows "periodic" it fails to grab the month with the year. set up like this:   The months are tied to the columns and the year is tied to the row. Any idea why my PY rows cannot recognize the month while the current year can?

Hi everyone. I have the issue that when clicking on a row in an SQL table editor, it doesn't open the view with the correct value, but instead, it displays the value from another table. I have 4 tables that use the same view to edit information, and each one has a different bound parameter, and that value is assigned in the SQL table editor section. Example: As you can see, it's set up in the same way, but where the DItemID value is assigned is where I'm having issues. ¿Any solution to this?  

I am building a balance sheet report where accounts will show on the rows. Under accounts receivable, we'd also like to show its payor breakdown which we use UD3 for the payor data. Is there a way to apply UD3 into the rows but only show for the accounts receivable section?

Is there a way to add a blank row/column within Cube View? I know it can be done, but can't seem to remember the code. I believe it was "|!Blank|"....   Thank you!

Hi Is it possible to configure default group settings for a grid view? E.g. I've got a table here, and I'd like to configure the table so that it is grouped by the message column: Regards, Mark

When a comment is added to a cell or file is attached to a cell, there is not mark on that cell for other users to know about the comment or attachment. Is there a way to highlight the cell with tick mark or anything else for the user to realize there is a comment? When view annotation is used to add the comment, it is not obvious to the user that there is a comment on a specific cell as there is not red tick on the cell. Appreciate your help!

I have a BI Viewer grid using 4 accounts. When I use these numbers in a grid or pivot chart, they can only be sorted alphabetically, or ascending/descending by the data. I would like to manually sort these numbers. E.g. My accounts are Automotive Expenses, Operating Expenses, Non-Operating Expenses and Total Expenses. I would like to sort it as: Operating Expenses, Non-Operating Expenses, Automotive expenses, and Total Expenses.  Is this possible? Thank you in advance.