Reporting

Hi there, After having loaded data through the Corporate Finance Data Review workflow step to the 2023Bud1 Scenario for the full year 2023, I was hoping to use the OS provided Application Reports dashboard to get an overview of, e.g., All Stage Source and Target Data (from the Data Validation dashboard report group), or Import Detail (Imported Data)(from the Import Detail dashboard report group), but the reports return no results. At a point in the process I was able to run the Data Validation - Intersection Errors report successfully, but none of the reports seem to pull any data now. My Workflow POV is set on that which was used when I imported the data and I don't believe the Cube POV has an impact. If anyone has come across this and have guidance to get these reports pointed at the right underlying data in OS it would be much appreciated. We're on OS 7.0.1 and I'm running Windows 11 Pro.Many thanks,Adriaan 

I'm creating a quickview to list all of our customers (UD2) over 24 months - is there a way to set a rule to exclude that customer if there's no value or if it's all 0? Thanks, Trish

Is it possible to report on workflow  detail that was loaded into the import step of a workflow. Our company loads in several attributes in the import step that do not make it into the cube. Is it possible to create a report or a data adaptor that can display that higher level of detail.

Hello, I'm currently trying to build a CV for my team. In the column filter I have time as the first member filter and account as the second member filter, but when I put as my account name A#None:Name(" ") it still gives a the WF Time. Is there a way to make it show as blank? Sort of like the account? I have a parameter created where it makes the background and text to be the same color and I would think it would also make everything show as blank, but it doesn. This is the parameter for the blank row Thanks, Will

Hi All,similar to this post: https://community.onestreamsoftware.com/t5/Reporting/BI-Viewer-Creating-a-clustered-column-line-chart/m-p/6355#M1099 I have created a chart with bars and a line on a secondary y-axis. I also used the method to form the secondary y-axis: Iif(StartsWith([Account]), 'Sales'), [Amount], 0)The problem now is that the bars are getting thinner by drawing in the 0 values and also the legend is overloaded by the 0 values. So I wanted to ask if there is a way to filter out these 0 values and not display them?Thanks for any help!

Audit would like reports on activity regarding Business rule changes made by the administrator. The Task Activity reports give all activity in the system but since we have not made any changes to business rules yet, we don't know what to look for in the filtered details of the "Task Type". Is there somewhere we can get a list of all the possible activities that could be listed so that we can pick and choose the activity types the audit would like to focus on? And, if not intuitive, what is the type for changes to Business Rules?

Hello community,When creating a dashboard that requires user interaction, usually it is necessary to receive confirmation from the user to proceed or we just want to inform the user that something has happened in the background.In order to do so, one of the most efficient ways to do it is by displaying a dialog box from the code with the information that we want to share with the user and, if necessary, some buttons to catch the user response.  However, I still haven't found this way to do it while programming a Business Rule in OneStream. Since it uses VB seems that using the "MsgBox(<message>)" function should work, but the following error occurs:Summary: Showing a modal dialog box or form when the application is not running in UserInteractive mode is not a valid operation. Specify the ServiceNotification or DefaultDesktopOnly style to display a notification from a service application.When using MessageBox.Show() with the "ServiceNotification" option, then it doesn't

You can have three or more cubes linked in OneStream Question Credit: Peter Fugere Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in two weeks. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Dear Community,we have requirement to display top and bottom lines in all the column headers in excel format.Here in this above image, a line should appear below the scenario and view columns. Here both of the columns are overridden. If I apply "ExcelBottomBorderLineStyle" in Cell formatting. It applies for both of the columns since both are overridden.Here, in this case I have created a blank row named it as "Row1" and given this condition below: If (RowName Contains 'Row1') ThenExcelTopBorderColor = Black, ExcelTopBorderLineStyle = ThickEnd IfAnyhow, this method works only if I create a blank row and applied this conditional formatting. Is there any other way/formatting setting that can be applied to achieve this? Any solutions to this will be really helpful.Thanks 

Is there a way to display alternate columns in different colors even if we apply expansion (e.g.   .tree , .children etc.)

Is there an easier way to move a cube view from one Cube View Group to another? I am currently trying to reorganize dozens of cube views into different Cube View Groups, but they are linked to other cube views via row/column sharing. Because of this, I have to touch not only the cubes I'm moving, but those that it is linked to: copying to new group, renaming associated row/column sharing link in other cubes, deleting original, renaming new. Thank you!

We have some CubeView reports that are driven by parameters.  They are all working.   But it would be nice if the default value could be derived from the users POV - workflow or otherwise.  Can this be done?

Hello everyone,I'm making a cubeview and want to put in a formula to show the inverse of our currency rates. Is there a formula I can do like using a get data cell or something similar that could work?Thanks,Will

Hi All,I am currently facing a challenge with my SQL code in dashboards and would greatly appreciate your help in finding a solution. The issue at hand is that I have hardcoded the code to pull data from tables, but now I need to modify it so that when a user selects a specific month (e.g., 2023M1), the dashboard displays data for the selected month as well as the 12 months prior to it.To provide more context, here is the query I am currently using:SELECT ISNULL(Name, 'Total |!SelectAcc!|') AS Name,        SUM(CASE WHEN Period = '2022M12' THEN |!SelectAcc!|  END) AS '2022M12',       SUM(CASE WHEN Period = '2022M11' THEN |!SelectAcc!|  END) AS '2022M11',       SUM(CASE WHEN Period = '2022M10' THEN |!SelectAcc!|  END) AS '2022M10',       SUM(CASE WHEN Period = '2022M9' THEN |!SelectAcc!|  END) AS '2022M9',       SUM

Dear Community, In the above image "Results Table Name" located in the Data Adapter for a SQL Query is accessible? The Data Adapter still runs even though if we aren't giving any table name in the alias. Is it only for the naming convention? Or whether it's accessible/stored in the Application Database Tables/System Database Tables under System tab? Any solution to this will be really helpful. Thanks. 

I have a combobox with a multiselect option enabled and it utilized by a data grid.  I've set up the User Interface Action to refresh the grid and it works fine.  However, it refreshes after each selection.  If the user wants to select 3 options, it will refresh 3 times.  Is there a way to only refresh once after all of the selections are done?

Hi All,I am trying to create a simple CV with one column set to T#POV.Prior12, T#POV (to get 13 rolling periods).   For Rows I have 3.  CurrentYear, Budget, and PriorYear.   On PriorYear row I am trying to over-ride the column to show the rolling 13 periods of prior.    I've been unable to get this to work.  It keeps returning the current year rolling 13 period data.I'm fairly new to OneStream.  Is there an easy way to complete this? CV Row template where I am trying to over-ride.CV Column: 

Dear Community,we have requirement to remove the zero from empty row when it is displayed in excel format. As shown in the picture for empty row "0" should not present. Any solutions to this will be much helpful.Thank You.

Hello All,We've created a cube view to which users can submit weekly numbers & commentary using excel cube view. The intention is to provide them with about 50 rows for commentary (Not all rows would be used each month). Hence, we intentionally want to keep blank rows without suppression for users to enter data. Is there a way for the blank rows to not automatically suppress? Every time we hit refresh all blank rows disappear.We tried to toggle suppression settings in preferences to 'False' but no luck. Any help is appreciated!

Do comments consolidate up to parent entities via new functionality or does the below method of creating a dynamic member need to be utilized in order to consolidate comments up to parent entities?Finance Dynamic Calc: Annotations Consolidations - OneStream Community (onestreamsoftware.com)

Hi, I'm building a Forecast template which brings in Actuals for the YTD periods, and the future periods are form inputs. The actuals are based on all stat entities, rolling up to a Parent (let's call it M_GROUP). They are all tagged with a UD1 Region code, "MEA" for example. To input Forecast, users post by Region so regional entities have been created, such as M_MEA. The issue I have is that the Group Total columns do not update to include the base entity data once a user has submitted their input. I can Force Consolidate, and this works, however I would have thought a simple consolidate would also update this? Where it is highlighted green, this has been force consolidated.  Red highlight, I just used the consolidation button. My preference is to have it as user friendly for basic bookkeepers to see their totals without having to force a consolidation.  The form looks like below:Does anyone have a better method to input forecast data using the spreadsheet me

Hi, I have a Cube View where I expand accounts to report on columns using a parameter (each parameter choice generates three different columns, but all regarded as Col1). This is a specification of what is reported in the Balance sheet on two specific accounts.Parameter has choices: AccountA, AccountBAnd the report shows AccountA1, AccountA2, AccountA3 or AccountB1, AccountB2, AccountB3.I want to add a row which retrieves data reported in the balance sheet so I can reconcile the reporting in this form/CV against the balance sheet.Do I have to create a business rule for this and if so, how?I want row3 to show either AccountX or Account Y based on if I have chosen AccountA or AccountB in the parameter.

Hi,Does anyone know if it is possible to export a Dashboard to PDF on one page?I have a dashboard that incorporates a CV on top with two graphs in a BIV below.  I need both the CV and BIV components to export to PDF on the same page?  I have only been successful with exporting the components separately onto individual PDF pages.Any help is appreciated! Thanks!

Is there a way to make parameters have multiple selections in cube views?

Hi,I want to use the XFMemberProperty in a cube view to call the number of no input periods in a scenario.  This isn't returning a number though or anything.  I get an error.XFMemberProperty(DimType=Scenario, Member=|WFScenario|, Property=NumberOfNoInputPeriodsPerWorkflowUnit))Has anyone had success with this?  I am not sure the property name to use here, what I have is a guess; variants of this didn't work either.Perhaps there is an easier way to get the last no input month into the time filter?  I want two columns, on would be the actuals YTD and include the T#YYYYM[number of no input periods], the second would use the same time filter but use the rest of periods in year time expansion.