Reporting

Can anyone offer any help when using View = Quarter Average on for example January 2023 data when the quarter being referenced is not yet complete?  It seems that the View will not work until the quarter is fully populated.

If the workflow time is 2020M3 and you used the time function T#YearPrior1(|WFTime|)PeriodNext1(|WFTime|) it would return 2019M2. Question Credit: Andrea Tout Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hi,I need the excel add-in. Can you please help me with the same.Thanks  

It is possible to create a multi-grid report where two grids are displayed in one page. Question Credit: Andrea Tout Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hi Community, I am trying to refresh on a quick view sent from another user.  The file will not refresh though it looks like it is connected to the quick views.  I am sure I am missing a setting or something but can't seem to figure it out.  Any suggestions would be great. Thank You

Hello All, Looking for a way to supress rows where there is 0s  (drilldown has some +/- which nets to zeor for the row in CV). I have supression on and it works for the rows where there is no data and 0 as expcted. now in my below screnshot you can see whole rows seems like it is 0s or No data. there are few columns where it will be net 0 but has data on detial level. is there a way to supress these rows somehow? Looking for a an example or some pointers to explore the solution.      

Hey Experts, I am trying to read the Datacelldetail line items. thought of using Method query but not able to filter it based on UD filter criteris. does anyone know if it is possible? whats the systax to make it work. In below example I am trying to filter and get all the rows for UD1 DL014. when I run the query it gives me erything for that Entity,Scenario and Time. Appreciate the help.    

Which CV format section or POV setting will allow me display account number and account description together?  Currently only the account description is being displayed.   Need to see: 10000 - Cash Current settings: Cash   Thank you,

SOURCE: CHAMPIONS Does anyone know if we can call the Refresh Workbook function using VBA? I’m looking to introduce a button on worksheets that performs the Refresh Workbook option that’s located on the OneStream XF ribbon.  

Hello, I have a Book in OneStream that generates the following: The book generates the following excel with data in each tab (without the index tab), I add the index tab manually with the Hyperlink code   In the Index tab, I have manually created a code to put some hyperlinks from the Excel frame.     I would like to know if it is possible when generating the Book from OneStream I can create a code so that the Hyperlinks are made at the same time that OneStream generates the Excel from the Book and not manually create a macro from Excel after generating the books.   Thank you a lot team

Hi all, We have a requirement to run IC Matching report including journal that may have been posted as parent adjustment. In this way we are also excluding form IC MAtching deconsolidated entities and considering the amount based on the consolidation % as well as not considering equity method entities.  This should mean running IC MAtching report specifying Parent/Entity relationship in C#Elimination.O#Elimination, compared to the default setting which poitn to C#Local or any other currency. is there a way to run an ICMAtching report or having a data adpater which pulls data, from a consolidation different than local?

Hello,   I'm trying to format No Data cells as dashes on some cube views. Currently, the number format for the cube view is as follows: [#,##0;(#,##0);-]. This is formats zeros as dashes, but not No Data cells. Is anyone aware of a special formatting to change No Data cells?

Is there something that can be used as a wildcard in OS? I have multiple accounts like 524000, 564000, 544000, etc. can I just plug something into the X for a wild card get all those accounts? "5X4034"

Hello, We have a use case that makes extensive use of dashboards. The BI viewer component seems like an attractive solution for this. However, we have been struggling to fully adapt it to our needs. One problem is the (seemingly) fixed font size for table content and axes. A particularly surprising effect is that there is no change in font size when maximizing a specific component. This could be a very smart feature, e.g. during a beamer presentation. Unfortunately it only increases the white spaces, while the fonts are identical. This seems almost like a bug - or am I missing something? (screenshots are original scale!) Thanks, Frank.  

I am trying to pull the value of a parameter, =XFGetDashboardParameterValue("SourceScenario","Test") but it just shows the default value I put in.  I've tried every variation for the parameter name I can think of but only get the default value.  Anyone have this working? 

Hi All, I am facing an interesting issue (or a bug). Requirement: Capturing comments using a text box (linked with a literal parameter) and save it as annotation text so that it can be pulled in CV reports as well.  Using literal parameter as I set it to stored comment using the BR when click on a cell in CV. I have a save button to save the comment if they want to change it and save it. when they save reading this text input in the textbox. so same textbox is used to display and write. I am passing this text as [|!Param!|] to rule. whole setup work great but found an issue when there is a unbalanced "[" or "]" then it throws this error.  Error: Invalid comma separated values. Unmatched brackets wondering if anyone seen this or have a workaround to handle this? appreciate any help.    

Hi All- Can someone share how to hide the Instructions dashboard and show the TieOut Report dashboard when the Run Report button is pressed?  

Are there any issues with using the OS Database "Member" table to generate a view? The solution requires a dynamic list of account members for a SQL View query and the member table seems like the perfect source table. Just to clarify, nothing is being written to this table. 

BI Designer shows description labels correctly for each one of the 3 cards, Total Actual, Total Budget and Actual vs Budget, this is the view   Actual dashboard omits the Label of the cards, All 3 cards have no description,  they show blank, I do not know what am I might be missing.     

I have a parameter called IntigrityScaling with parameter type "Delimited List" as belowMy cube view uses this delimited list twice.1. As USD in |!!IntigrityScaling!!|   -> it is used to display the description of the value2. Under formatting -> I am using Scale = |!IntigrityScaling!|Cube view runs fine and prompt me to enter value for Scaling and and display both 1 and 2.The issue is when i pass this parameter in a book , it doesnt take the value and prompts me to enter the delimited list parameter. How do i pass a value to the delimited parameter without prompting me to enter ?I dont want this prompt to pop up after i run the book.NOTE= Liter paramter works fine when passing from books 

Hello - we'd like the ability for a Combobox to run an XFBR to generate the default visible value every time the dashboard is opened/refreshed.  We want to provide the user with a 'suggested' value that can differ depending on Workflow, Scenario, Time, etc., and then let them select an alternate choice if applicable. Does anyone know if this functionality on Comboboxes/Dashboards is possible within OneStream Dashboarding today?

Does anyone know the order that XFSetCells load in a spreadsheet?  I have duplicate metadata key infomation, and I'm trying to handle it by doing some accumulating with some more generic formulas.  I assumed it loaded top down, so the lower cell would be the last value loaded to overwrite preceding ones.  Doesn't seem to be playing out in every case that it's submitting top to bottom.

Hi there. Currently my client does not generate their financial statements from OneStream, however, is looking at using OneStream as a tool to possibly import, edit and publish into an adobe design template or word document for their Annual Financial Statements so that they can update comments and numbers and then export from OneStream again (basically trying to remove the back and forth to type setters') does that functionality exist in OneStream? Thank you.

I want to be able to drill to HR details in BIBlend from any users cube view, so I set up a linked Dashboard using Default NavLink parameters, and a SQL data adapter using these default parameters.  It is working perfectly except for Account.  The cube account mapping logic is concatenating 3 columns in the detail file to map to a headcount account (ex Full-Time - Exempt -  Associate).  I assume I will need to set up separate BRs to apply this logic.  I am wondering if there is a better way to do this?  

Hello! A user has requested a CV/report that starts with imported data and layers on journal entry details by each specific JE. High level it would look something like this with the pink highlights representing the detailed balances of each individual journal entry:                 Have any of you built something similar? Is there an easy way to get the journal entry name details into a CV? I’m guessing I can get them from the JournalHeader and JournalLineItem database tables but wondering if you’ve ever worked on a request like this. I've also submitted a support ticket so we'll see.  Thanks!