Reporting

Do the OneStream Excel VBA functions return a value that can be used to determine success or failure?  For example, I am loading data to a cube using a sheet with a number of XFSetCell() formulas and then using the VBA function RefreshXFFunctionsForActiveWorksheet() in a module to load this data: Call ExecuteXFFunction("RefreshActiveSheetXF") ........ Public Sub ExecuteXFFunction(XFFunction As String) ' This executes whatever XF functions are defined on the active worksheet. The active worksheet needs to be set before calling this function Set xfAddIn = Application.COMAddIns("OneStreamExcelAddIn") If Not xfAddIn Is Nothing And Not xfAddIn.Object Is Nothing Then    Select Case XFFunction       Case "RefreshActiveSheetXF"                  Call xfAddIn.Object.RefreshXFFunctionsForActiveWorksheet      Case "RefreshActiveSheetQV"                Cal

Hello - we are running the intercompany matching report in the Application Reports dashboard and I see there is a setting which states "Suppress Matches" is set to false as a default. Please can anyone advise how to change this to true so we just see the mismatches?   Thank you!

Hi !I have a SQL table available where I wanted to show a radar graph based on its data.It turns out that BI Viewer is not providing radar or spider graphs, so I wanted to know how to have such graph based on a data table and not a cube view. BAsed on what I've seen, the Advanced Charts allows to work with cube views or business rules only. Does someone have a business rule in order to extract data from my SQL data table and have it as a source of the graph ? Regards,

Hi all, We have a question about invalid intersections in reports and whether it is just a presentation issue or if we need to be worried about calculations or transformation rules as well. We have Cost Centers in our UD1 dimension and we have some Accounts that require specific UD1s. For instance, Account 62000 Gross Sales has a constraint of UD1 65000_F Sales. The event handler ensures this combination is maintained when loading data using transformation rules. For reporting purposes, we have now created an alternate UD1 structure that does not include all UD1s for some very specific reasons. Now, when running reports such as the P&L, the row for Gross Sales shows pink when the alternate UD1 structure is used because that alternate structure does not include UD1 65000_F. The displayed data is still the correct Account 62000 and UD1 65000_F combination, but the cells are pink since that UD1 of 65000_F isn't in the alternate UD1 structure. This alternate UD1 structure is only used

Hello, I am building the Cube View.  As you can see below, I have Quarters in columns and now I want to add new rows for Qtr growth. How to achieve the formula for Quartly growth? I want to compare the current Qtr to the prior year's Qtr in New Row. Below is the formula.  Formula: (Current Year Qtr - Prior Year Qtr)/Current Year Qtr*100  

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!