Reporting

Does anyone have a good solution when viewing dashboards that require scrolling? We have a P&L view set up as a dashboard, which is fed from a cube view, but are hearing a lot of noise around the scrolling and loading of additional data. When a users scrolls down on their report they get the loading circle and need to wait a moment for the rest of the data to load to continue scrolling and get the same thing. Once they reach the bottom they can scroll back up and down without issue. I understand why OS is set up this way, but if anyone has any feedback or input on the different ways they improved their performance on that I would appreciate it! TYIA

Hi all: Looking for advice on how to implement multiple parameters in a report book.  The standard loop functionality does not meet current needs.  Our reporting requires a user to specify 3 UD's to report out their area of responsibility.  Each user will have multiple sets of 3 UD's to generate all of their reports.  In theory, they need to 'loop over' this set of parameters generating reports for each set.  However, the standard loop functionality is only 1 parameter and nested loops will generate unnecessary combinations as it would be the cartesian product of all parameters. Example:   Anyone have suggestions on how to implement this?  Is there a way to call a BR from the report book to substitute multiple variables at a time? I envision the ideal state as: User populates a simple CSV file with their report sets consisting of a name, UD2, UD3, UD4, and owner User opens the report book User selects their report set CSV file The report book loops

Is there a list of keyboard shortcuts available for OneStream using Excel.  Having a hard time trying to find any documentation on shortcut keys that work for OneStream excel addin.

I have SQL Table Editor with about 70 columns. I have the bound column tied to a parameter. But I need to access the value of another column of the selected row based on a button click. I want to process that row in the BR function. PLease help.

We leverage many cube view for monthly expense reporting and one particular report will not return values for certain columns that are pointed to a single User Defined dimension, but returns data for other columns.  There are no security restrictions on this or any dimension and the users security is no different that others who have no issue running the cube view and rendering complete data.  Has anyone else run into this or a similar issue?  YTD 6/30/2023     UD4#AlphaUD4#BetaUD4#OmegaUD4#TotalOperating Expenses$100,000BLANK/NA$150,000$250,000

Hi all, Is there a way to have the pivot grid in a BI viewer automatically expanded? I've built a custom JE report as a grid but the user has to expand every single column in order to see the JE description for example before exporting in order to get that data on the export. It's manual work where I should be able to set up the pivot to default as expanded or there should be an "expand all" button. Appreciate any direction you can provide! Thanks! -Nicole

Originally posted by Laura Garcia5/29/2018 Excel Add-In Timeout: Client would like to reduce the amount of times they have to log into the Excel Add-In. Where does this setting get adjusted? Anyone know the max you can set it to?

Where is there documentation on the Studio Reporting tool?  I can't find it with any of the Reference Materials.

Hi,We have a CV that has first few columns Actuals and rest as Forecast. User can select the Base Entity and enter the numbers in forecast columns but only look at the Actuals numbers.We have situation where we need to show parent of entity member for Actuals but use that base entity to capture forecast amounts.  We need this for just 5-6 entity members. Any idea how I can achieve this without writing complex business rule? Tried conditional formatting but no luckThanks,PM

Report Books LOOPS - A Loop is a sequence of instructions that will continually run a process as many times as is defined in the Loop Definition. For example, a book can be set up to loop through all the base entities under a particular hierarchy and generate an instance of the same Cube View Report for each entity. See you Building Basic Report Course for details - this is only a quick reminder that excel sheets are not the best way. Keep it all in OneStream.  see this QuickTips course for details: 🤣 https://onestream.thoughtindustries.com/learn/video/quicktips-intermediate-reverse-engineering-a-report-book-part-1 Try this out on yout local OneStream App.  🕺We have a Report Book looping through a group called Clubs, a  parent of children, NA Clubs and Europe Clubs etc.   Screen 1 - Entity Dimension -Clubs, this books will loops through each group and sub-groups and children in clubs. The Book will loop for all entitie

My rows are my UD3 Dimension, and I want to mimic a current Excel Report.  I want to Left Justify the Description and right justify the UD3 Name so it basically looks like this.  Boys garments                   B100Mens garments                  B110I have this Name function to reverse the Description and Name.U3#Root.List(B100, B110):Name(XFMemberProperty(DimType=UD3, Member=|MFUD3|, Property=Description)XFMemberProperty(DimType=UD3, Member=|MFUD3|, Property=Name))Based on that I getBoys garmentsB100Mens garmentsB110Of course I could add some spaces, but I have Descriptions that vary greatly.I just wanted to make sure I wasn't missing a statement could make the Member Name property to Right Justify.  Any ideas appreciated, otherwise I just get the users to accept it in Name Description format.

I am trying to create a dashboard with GridView as the component. In Gridview am using Dataadapter (SQL Query). I want to pass parameter to the GridView when displaying the data in the dashboard. Can someone help me on this.   Thanks & Regards, Madesh K

I have a SQL Table Editor on a dashboard, I would like a row to be "pre-selected" from code instead of through a user action (manually clicking on the record).Is this possible? 

Originally posted by Henri Roest5/4/2018 Can we pull a parameter in Spreadsheet which is in a Dashboard ?

Hi All, I have created a Cube view which has  negative values in few cells with parenthesis format in OneStream, when i try to export the repot to an Excel am not getting the same format in Excel instead am getting "-" in Excel. I need the same format in excel while exporting. Can anyone suggest the formatting settings how to get that. Please find the below snaps for reference.     Thanks in Advance.

Dear Community, We have a requirement to calculate the sums of two rows total for every month we run. We have a time parameter that is helping us to select the desired month. We used GetDataCell formula to calculate it for the particular month.for an instance if Jan period is selected - GetDataCell((Divide((CVR(Row1) + CVR(Row2)), (1)))*12):Name(Total)  will be the formula to calculate the sum total for Jan. If Feb period is selected in the parameter - GetDataCell((Divide((CVR(Row1) + CVR(Row2)), (2)))*12):Name(Total) this should be the formula. The bolded part should be dynamic upon selecting the months selected in the parameter. If it's June the bolded value should be 6, If it's July it will be 7, and it goes on. When we are switching the periods, we notice the totals are not matching and the values remain constant. We have a requirement to make the totals dynamic when selecting the periods in the parameter. How can we achieve this? Are we need to w

How can we  pass the selected row key using a bound parameter? I am trying to capture the selected row to a BR for further processing. I also have a supplied parameter to collect the bound parameter but it does not seem to work as a delimited list. The active selected items will be passed to the defined Bound Parameterfield as a comma delimited list. The Bound Parameter format will be as: item1, Item2, Item3. Please advise.Thank You,Indu 

Hi all, I wonder if I can use the following code in a Cube Cell Format.        "XFMemberProperty (DimType=Account, Member=|MFAccount|, Property=AccountType)"The idea is to flip value sign in case AccountType is 'Expense'. -----------------------------------------------------------------------------------------------------------------------------  If ('XFMemberProperty(DimType=Account, Member=[RowE1MemberName] , Property=AccountType)= 'Expense') Then               FlipSign = TrueEnd If-----------------------------------------------------------------------------------------------------------------------------  

I need to build a cube view that shows my closing & average FX rates in my row set. Which dimension has these options? 

Hi Team,I am using Excel Column width option in cubeviews to reduce the width of Blank Columns in Excel but it's not working,Please provide me any suggestions

Hi All,I am trying to create a simple view using SQL in BR. it works if do it directly in SQL server so no issue with the syntax. When i am trying to do the same using a BR it gives this error: anyone seens this and know the reason and how to resolve it? Code:  

When we are using shading in some columns we are losing the top line in our cells. There are total cells that we want that top line but when we use the shading it hides it, is this how it works or another setting? CVExtender?

In a cube view, the row and/or column sets can be set to Cell Type “Combo Box” or "Date" Time, if Date is chosen  a cool calendar and a time display will allow users to select a specific date and time in a data cell, however , the display format is not correct, cell formatting does not work  , this this bcs I am using the annotation view? 

Hi,I would like to remove the plus or minus symbol next to member names in a cube view. Is there a setting to do that?I am not sure why the CV is showing the expansion symbol since the members are all siblings (the cube view has A#Acc00700.Children in the pic above), but the cube view shows the symbol plus/minus on the row corresponding to the first sibling. Thank you

Hello,How can I change the POV for a Cube View I open in Excel? Is this possible? Regards,Ronnie Karpinski