Reporting

There are 2 Column Overrides that can be applied on a Row. Question Credit: Becca Speese 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

  The Member Filter Builder provides examples of calculations Question Credit: Becca Speese 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 Drill down on a cell using ( Ctrl + Double click ) ,it works fine for Cube view in Desktop application but doesnt work in 1) CubeView in Excel 2) Quick view in Excel Any thoughts?    

The Workflow Status Reports show the status of the Import, Forms, and Adjustment items that are immediately under the Workflow slider. Is there a way to show the status of the individual Forms under the Required and Optional steps? Our Finance team wants to be able to run a report to see whether individual Forms are marked as Completed or not during the close process. Thank you for your help! Darrin

Hello,   I'm having an issue with some custom logos not being pushed to books when being exported as a pdf. I'm using a cube view extender business rule to point to a particular file path depending on the entity that selected. Although this is working when I export from a cube view directly, I get a strange white box with a red x through it and no data populating when trying to export the same cube view as a book. Has anyone experienced something like this? You'll see an example of it working and not working below:   Working:   Not Working:    

Hi All, Is it possible to block a specific column of commentary for input in a cubeview? Our customer has a requirement to enter commentary on different levels (local, regional, global), but when for example global is entering a comment, they should be able to see the regional commentary, but not adjust it. Is this possible? In the design and reference guide it states that even if allow input is set to false, the update of V#Annotation is possible. Is there a workaround for this? With kind regards, Tim Vierhout

I have a cube view set up with only Account in the rows that I am using the expansion as follows: A#PAT.TreeDescendantsInclusiveR   I would expect this to display as collapsed with PAT showing and the ability to expand the accounts shown, through the account hierarchy using the + buttons and - buttons to hide. Screenshot of actual behavior shown.    Is this a different setting? Am I using the wrong member expansion? 

Hi, is it possible to use time functions other than "WF" in cube view point of view?   For example, I have the time function "T#WFYearM12" (it takes the current workflow year and add M12 at the end to get the December month). The function works as expected if used in cube view rows or columns. However, if I try using "WFYearM12" in the cube view POV, it does not work.   I can set the time to "T#WFYearM12" for each row of the cube view. However, I was wondering if it was possible to use the same or a similar function in the POV.   Thank you

Hi All, I've prepared a large report on Excel that contains over 30 tabs and all pulling data from OS using XFGetCell formulae. However, recently the issue we are having is that when we "Refresh Workbook" the formulae disappear for the entire workbook and Excel shows the numbers as plain numbers/values without any XFGetCell formulae. Has anyone experienced this and is there any potential solution we can try? Thanks

Hi All, Do we have a function to get data from a row within CV? For e.g. GetDataCell(CVC(Rental Revenue) / CVC(Fleet Actual))   I tried using this method but keep getting a syntax error. Any suggestions in the right directions will be appreciated.  Thanks!   Best, Mustafa  

Is there a way to institute a percentage threshold on variance columns for cube views? For example, Month over Month variance to be capped at 100%, if it is over 100%, then show a blank.

Anyone know why this message appears and how to get rid of it? 

Hi, We are getting this error when running a report book through OnePlace -> documents by double -clicking it.  "An existing connection was forcibly closed by the remote host (Socket Error Number 10054)" The report book has a simple dashboard in it. Note that a report book with a Cube View in it runs correctly. It may be something to do with saving the file temporarily to the file share. Note that we are getting this error on both on-premise and cloud environments. Just wondering if anyone has come across this before. Thanks

What do I need to add to our book settings in order to get the file to export with variables within the filename? For example, I'd like our consolidated financial book to save as the time defined in the parameter as "2022M10 Financial Statements.pdf."

Navigation links provide the option to setup one Cube View to launch another Cube View or Dashboard. Question Credit: Becca Speese 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

Trying to ensure my signs are flipping when looking at variances for revenue vs. expenses. Does anyone know the syntax to add a conditional aggregation weight to a reporting variance (UD8) dynamic calc?  

I have a report where the row headers are placed in the center of the report. I was able to get this to work when exported to the report version as shown below. Is there any way to get this to display in the excel version and data explorer as well?   

Hi there! The cube view report Paper is configured as A4, Auto Fit Number of Pages Wide as "0". When printed, the report appears on 2 pages. The target is to autofit all of these 2 pages´ content into 1. How should we proceed in order to get it?   Thanks! Regards, 

Hello, We are pulling in a table view into excel and it is bringing up a timeout error. The error says: Table View size exceeds the memory allocated. We are able to run this in OneStream through a dashboard and see that what we are testing with returns ~169k rows of data. We believe it is due to a connection timeout between excel and OneStream. Has anyone found a solution for increasing the timeout connection or another way stop the timeout from happening?  We already increased the time out directly in OneStream, but that did not resolve the issue within excel. Thank you, AJ

Hello! I would like to create a table of contents for a book that lists the reports within the book dynamically (ie. if the book updates based on parameters set, then the ToC would update as well). Is a table of contents possible? If so, how would I go about creating this? Any guidance would be appreciated! Thank you!

We have a user that runs a number of books whose Excel results contain dozens of sheets in a single Excel workbook.  The user is asking whether it is possible to create a 'Table of Contents" cube view that will show up at the beginning of the Workbook and contain hyperlinks to each sheet in the workbook. This would allow all users who reference this workbook to more easily scroll to the particular sheets of interests. Does anyone know if this is even possible?

Hello. I am trying to create a column set showing M1-M12 for the previous year based on Global Time. I can do this successfully using WFYear and POVYear as shown: T#YearPrior1(|WFYear|).BaseT#YearPrior1(|POVYear|).Base However, this syntax generates an error  =>   T#YearPrior1(|GlobalYear|).Base I can get close using  =>  T#GlobalYear.Prior1.BaseBut, it adds a column for the year which we do not want:   Thanks,Bil Brandon

We have a CubeView that is setup with the Accounts in the Rows as A#NetIncome.TreeDescendantsInclusive. Our Expansion setting is set to Collapse All. Is there a way to have it only expand one level (e.g. Children) when the cube view renders, with the (+) icon to expand further if the user decides? Right now the expansion option seems binary as Collapse All or Expand All. 

For planning.Filling data in on quarters spreads the data out to the monthly columns.We do not want to see the monthly columns anymore. When set isColumnVisible = False you are not allowed to enter data on quarters, it becomes a no input. Is there a bypass, so we are able to enter data on those quarters?

Hi, is there a simple way to create a cube view with the member name and description in different columns?  Specifically, when there are nested members in the row.  I can pull in UD8, but they come in on two columns after the names which looks odd. thanks, Greg