Reporting

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!

Hey guys!   I have been testing the BI and got to a point where I need your help.   I made a cubeview:   Added it to the data adapter         Made my grid and card, but it is showing different numbers.       I mean the SUM works but those are not my numbers.   I did tried with one of the calculated fields putting all the detail but it shows as 0.         I must be forgetting something basic but not sure what.   Hope you can help me.     Thanks!

Hello!Is it possible to create an Excel Book that uses different cube views per tab?  Please share steps.  Thanks!Marisol

I have a cube view that I need to modify so that in the second column we are getting data that is driven by the selection that the user makes for the first column. For example if the user selects a forecast for February to be in the first column, then the second column of the cube view would have to be the previous month’s forecast. Do you have any suggestions on how to achieve this view? Thank you in advance for any help and suggestions! I am going to attach some views of what I have in here so far (The second column reads OP plan as I have copied this view from another similar Cube View).          

Hello,I hope you're all doing well, this is my first time posting in the forum.I recently built a cubeview that contains one Row, I was wondering if there is a way to automatically generate blanks after each member - in my case after each Entity of the hierarchy - and considering that i have multiple member expansions.In order to clarify my request, please find below an overall of how do blanks should be automatically generated (1st Screenshot), you will also find a screenshot of the members used in my cubeview.Thanks in advance, wishing you all a blessed day

In looking at the dashboards page, the first item that needs to be created is the dashboard maintenance unit. 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 have a saved report setup with XFGets. One of the dimensions on the report points to the member "Top." Is there a way to have the XFGet show Top of the dimension and exclude a base member? Thanks.

Is there a setting or option wherein users don’t have to refresh the XFSetCell based excel reports every time the file is opened?

Hello all, This one is a bit of a doozy, so bear with me. In this specific instance of an application, we have multiple cubes that share identical hierarchies, except one cube uses the Entity dimension, and one uses the UD2 dimension. Ex. below: Cube 1 = E#10001 Cube 2 = U2#10001 Our goal is to have a cube view that compares the actuals from Cube 1 to the Forecast of Cube 2. We have tried many ways to work around this, resulting in our most recent endeavor of using UD8 dynamic calculations to return a data cell value from a member script in Cube 2. Our issue is that while the UD8 shows the proper data, it does not allow end users to properly drill down from the data cell. It also does not allow a user to see the proper cell POV of the data being presented. Is there a better approach to this? Essentially, the goal is to have the row dynamically switch between the dimensions, UD2 and Entity, based on each column. Other constraints to note are that this cube view needs to be created using

Hey guys! Happy new year. Do you know if there is a way to use more than one dim in the lif section for a calculated field in BI Viewer?  Thanks a lot!

Hi - Is it possible to drill back to the Analytic Blend tables from the cube data? I have an CV MD adapter which pulls the data from CV, and I created a Map & Bar chart and I want to create a Drill Back to the Analytic Blend tables because it has SKU & Customer level data which is not present in Cube. I am able to create the separate but not able to integrate. Do I need to create any Connector Rule? Any thoughts on this topic would be appreciated?   Thanks 

Hi all, I am working with navigation links in my cube view. However, when I open the 'linked cube view' through my 'main cube view,' I get the member filter to show in the title of the dialogue box that opened. These are the bound parameters that I used in the 'main cube view.' Is there a way to remove the member filter from the title bar in the dialogue box? I've included below what I mean with the title bar and my issue.  I appreciate any help you can provide. Kind regards, Floris van der Poel

When a translation or a consolidation is run, the AdjInput entries are rolled into the AdjConsolidated member. This rollup occurs as the data is moved along the Consolidation Dimension. Question Credit: Peter Fugere 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 everyone, We have a form using the Insert Suppressed Member functionality and have two questions related to this functionality. When selecting the dimension that is suppressed to insert, is there a way to not show the dimensions that already appear in the rows of the form/cube view?  Currently it allows users to pick all members in the member filter - suppressed or unsuppressed. We noticed if the cube view has columns that are doing cube view math - the Insert Suppressed Member screen it will show the logic of the first row in the form - which could be misleading to users.  See screenshot below for example.  Items marked in red/#2 refence the first entity in the form/cube view - not the entity being added/inserted.   Thanks

Happy New Year Everyone! I am hoping someone has an example of how to use the formatting rule in OneStream Dashboard Reporting to change the style of any row in table oContent where label13 (field OFCvRAVAR in my dataset) is not zero. I think it's also possible via a script ... Have been looking in Golfstream for an example, but no luck. Thanks!

I can drill from the Journal report Question Credit: Peter Fugere 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

When trying to format the report and create a space between sections users are seeing random numbers pulled from the formula. The XFGetCell is referencing blank cells, but somehow is still pulling in a number when trying to drag down formulas. This causes users to have clear out the formulas when copying down the xfgetcell. I would expect this to give an error, but not a number. Anyone else see this and know of a way to get around it? Added a screen shot below for reference.    

Is there an easy way to traverse with in a cube view like ctrl home, ctrl end, ctrl + up arrow, ctrl + down arrow in a Data explorer view. Need help.

Hello  I have a requirement where i need to join the framework database and application database in the same dashboard . We have created data adapter individually one for framework and one for Application databases but that is not solving our purpose.  

Hi,  I have an cube view that is used by many entities. There is one row/account in this CV where we would like data to be shown only if the user is in a specific workflow entity. If not in that entity the row should be blank.  I know I can build a new cube view only for this specific entity but would rather use the overwrite function for this specific row.   

is it possible to get column E to show YTD values? if i change the view to YTD everything else changes to YTD. i tried using the getcelldata(#2022M1+2022M2 ......#2022M12) it works if i stop at #2022M6 but when i add the future months everything goes blank.is it possibly to get YTD and MTD numbers in a QV?