Reporting

Hi everyone,   I have some blank rows in my reports, and I wondered if I could make them smaller than the default row height. In the cube view report, there is no option for setting the row height, so I considered setting the font size to 1. However, this doesn't change anything. In the reporting options, you can set the row height. However, setting it to 1 doesn't seem to do anything. No luck either with the font size. Question boils down to: Is there a minimum row height? Any answers are much appreciated. Thanks! Floris   

Hi, Is it possible to bring in two Scenarios in a QTD column that are not Quarterly periods like M5 or M7 or M10.For example if I use Q1 by default it will be March period and for Q2 it will be June. But if the user wants to pull in data for M5, In Q2 column can we retrieve two months Actual (M4 & M5) plus One Month Forecast (M6)? Or if the user wants to retrieve data for M4,  can we retrieve one month Actual (M4) plus Forecast (M5 and M6) for Q2 period. Please advise if there is any function to retrieve this in Quarterly Periods or if we need to create a business rule for each quarter. ThanksSamuel

Hi Experts, i am trying to read the line items from celldetails. I think i get the sytax of BR functions it compiles fine but getting  "Object reference not set to an instance of an object." error so something is wrong with script? I am able to read Cellamount just fine using the Member Script. Requirement is to get the cell detail in the report along with amount.    Below is the line from the code: LineItem = BRapi.Finance.Data.GetDataCellUsingMemberScript(si,"AUM","Cb#AUM:E#RevAccComments:C#USD:S#RevAccRecon:T#"+ FYQ +": A#MGMTFEES:F#CQ_MGMT_FEE_REV:O#Top:I#None:U1#None:U2#None:U3#None:U4#"+ Product.Member.Name +":U5#None:U6#None:U7#None:U8#None").DataCellEx.DataCellDetail.LineItems.LineItems.Item(0).Classification   any ideas on why this is not working? 

Hi all: I would like to reference the Cube View name in a Business Rule as part of the Cube View structure.  My current assessment is that this is not possible but thought I would check with the community to see if I've missed anything. The goal is to manage all our Column Shares and Linked Drill Downs in a centralized repository which allows us to utilize common parameters on all reports.  This greatly simplifies both report writing and maintenance of these features across a wide swath of reports where the same column shares and linked drill downs are used. I have the custom tables, prototype business rules, and parameters all working with a hardcoded cube view name. The next step would be to make it dynamic by referencing the cube view name itself.  Again, it doesn't look like this is possible but wanted to check if anyone has an idea for making this work.  My assumption is that this functionality would work in a dashboard where we have more control with load even

I am working with a client the requires the first row of each section of their reports to have a dollar sign.  No other rows in the section (outside of the total) need a dollar sign.  The cube view also has row supression on which means the row can and will change depending on the account, time and entity. Has any one encountered this before?  

Running a report and the company's logo is appearing on the left top corner and I would like to hide that, just not sure how.

Hello All,    I am trying to create a cube view or report if necessary to list our active Entities. I've been able to filter by "In Use", but we also need to include the Member Property of "ReadWriteDataGroup" where its set to "Administrator".  Is that even possible or would a Business Rule Member List contain the arguments necessary? Thanks for any suggestions!

Hello, We are in the process of building workflows . During the demo of required workflow forms, there are some check reports built for users to verify their data and add comments. When the user switches between report tabs in the workflow, the refresh takes approximately 20 seconds to a full minute depending on the report. Our implementation partner suggested reducing the number of columns. We do have several columns of data, however this is needed for a proper review, and would like to review alternatives before reducing the reporting content. Is there anything else we can do to increase report refresh speed when there's multiple columns? Thanks, Will

Does anyone know how to keep the OS Excel Add-in from crashing when you activate the solver add-in? I can't seem to get these two to work at the same time. Has anyone else experienced this?

Hi All, I am creating a cube view with a 'Current Year' column and a 'Prior Year' column based on the POV (this company has an August close fiscal year).  These columns work if I am viewing full year over full year, but if I want to view Feb 2022 YTD vs Feb 2021 YTD, it does not work for the prior year.  The values returned for 2021 only show the full year.  Is there a way to dynamically pull 2021 YTD data based on POV? Attached is a snapshot of what I currently have tried. Any help would be greatly appreciated. Thanks, Damaris

Hi All, Has anyone built a custom audit data report for their OneStream planning applications which shows which users changed which entities/accounts/scenarios, etc on specific days? Not sure if we have a marketplace solution for this. Any leads will be helpful. Thanks, Nidhi Mangtani

Hello Team, Do you have an update on possibility to have a direct connection to fetch data from OneStream SQL database. Thanks.    

In Microsoft Excel, the Percentile and Percentile.Inclusive functions use the R-7 Methodology, Percentile.Exc uses the R-6 Methodology for Quantiles.   These functions exist in the OneStream Spreadsheet tool, does anyone know if they are the same as Excel?

Hi,    I am trying to allow users to calculate cube view in a workflow on an icon (see picture attached) within the cube view, but when they right click on the cell, calculation is disabled. Please let me know if someone knows solution for this

Hi everyone, I don't find a lot of documentation about the vDataRecordAll view. Is there a reason as to why this is not easily available? How hard is to get the JOINS to the main tables, so we can see the dimension name, dimension value, etc? Or even a relationship diagram.     Thx Raf    

I have some quickviews that have duplicated rows and I can not get them to delete.  I have tried all the supress row options and nothing seems to remove duplicates.  If I supress zero data, all the rows go away.  If I high light rows I want to delete and delete them, as soon as I refresh they all come back. 

Dear community, I am trying to implement a CAGR calculation as shown in this link : https://blog.hubspot.com/marketing/cagr-formula-excel I have 3 years of data in a cube view, hence my calc should be : (end value / beg value) ^ (1/3) - 1   However, OneStrea does not recognize this "^" which is a pity. What are the alternative to define an exponential value in the cube view ? What I currently have : GetDataCell( (CVC(end_value) / CVC(beg_value) ) ^ (1-3) -1 ):NAME(CAGR)   Many thanks for your input on this

Hi everyone, Thanks in advance. I am building a CV report where the Scenario filter is a Delimited List Parameter, the value chosen there going to be the Scenario Filter Member for an speceific Account defined as Dynamic Calc. The issue appears when I try to ask for the POV Scenario name because I need that Parameter chosen value instead of the Actual Scenario. This is my formula: And the result of that is from Actuals.   Thanks a lot if anyone has a differente way to do solve this. Just keep in mind that I need the Chosen Value in that specific Parameter

Hello! Looking for guidance on how to formatting issues in Guided Reporting.  - How to fix rounding issues - How to fix spacing between Parent and Children - Is there a way to freeze the headers in guided reporting so the user can scroll down during review?  - When exporting to Excel, the time stamp in the bottom left corner reflects the universal time zone.  Is there a way to get the local time and zone (CT) for the user performing the export?   Thank you in advance for the help!! Gabby       

Hello, How can I call an account's assigned plug account via SQL? I able to get the PlugAcct DecimalValue, but need help with the syntax to return the account member name instead of the ID... SELECT     (CASE WHEN D.DimTypeId = 0 THEN 'Entity' WHEN D.DimTypeId = 2 THEN 'Scenario'      WHEN D.DimTypeId = 5 THEN 'Account' WHEN D.DimTypeId = 6 THEN 'Flow'      WHEN D.DimTypeId = 9 THEN 'UD1' WHEN D.DimTypeId = 10 THEN 'UD2'      WHEN D.DimTypeId = 11 THEN 'UD3' WHEN D.DimTypeId = 12 THEN 'UD4'      WHEN D.DimTypeId = 13 THEN 'UD5' WHEN D.DimTypeId = 14 THEN 'UD6'      WHEN D.DimTypeId = 15 THEN 'UD7' WHEN D.DimTypeId = 16 THEN 'UD8'      ELSE 'Unknown'      END)AS 'DimTypeName',     M.NameAS 'MemberName',     M.DescriptionAS 'MemberDesc',     (SELECT TOP 1 MP.TextValue     FROM MemberProperty MP    &nb

Is there a table that stores the history of data intersections (imports, calculations, journals, form entry) beyond the DataEntryAudit tables?

Hi everyone, do you know if the report run time and page number that is in the cube view report footer can be moved into the report header? I was thinking perhaps via a cube view inline formula?

Is there a way to pull into XFGets a time stamp of the most recent GL import by entity? We have multiple GL imports and would like to add the import time stamp to Excel based reporting Example: Entity1  3/2/2023 9:05AM Entity2 3/1/2023 1:15PM Entity3 3/1/2023 10:00PM

Hi Team, We have a requirement to generate Level 1 member list (Department Member List) based on POV (Entity Dimension) selected so we have developed XFBR script to generate the Level 1 Member List. Now we have to generate Level 2 Member List (Product Dimension Member List) based on Level 1 (Department). I am not sure how to reference or Pass Level 1 information as a parameter to XFBR script?   POV Entity=>Level 1 Member List: XFBR(POV Entity) =>Level 2 Member List: XFBR(Level 1). Not Sure how to refer or Pass Level 1 information as a parameter to XFBR script. Thanks, Sudhakar S

Hello, Is there a way to determine where the freeze panes will be placed in a cubeview upon the export to excel?  It looks to default wherever the headers end, but I have a view where I'm calling a naming convention using UD8 (data grid).  Also, I noticed no panes are frozen when a same cubeview is called in a report book using the excel export item.  Is there a way to customize these settings anywhere? Thanks, Sean