Reporting

Is there a way to default the format in a text box where rich text is allowed to something other than Calibri? it remembers the state of the component when I open a dashboard change it, save, and close the component but when I create new items from the dashboard the new items that get always default to Calibri. 

I have a source cube view that has a column for actuals, budget, and then actuals versus budget. Actuals versus Budget is just a simple GetDataCell(CVC(Co1) - CVC(Col2)).  However, there's a need from our business partners to be able to drill down into the variance for Entity.Base (source cube view is just Entity). My original attempt (Attempt #1) was to create a DynamicCalc UD8 to take S#Actuals - S#Budget but we have a handful of custom Accounts (A#) that aren't playing well with this approach.  However, for the accounts that do work the drilldown is working perfectly. My next attempt (Attempt #2) was to create a non-DynamicCalc UD8 (TestUD8) and keep the GetDataCell column on the source cube view but tagged :U8#TestUD8.  The problem I'm running into with this method is that the TestUD8 isn't getting passed to the linked cube view?  And I don't know why?  I have Attempt #1 and Attempt #2 side-by-side on the same cube view and Attempt #1 will pass the cus

Hello, We are looking to create a form tracker that provides a global overview of the progress across all our entities, do you know if this is possible ?Headers = All our entitiesRows = all of our formsData = Text to see if the form is complete Thank you in advance for your help,Regards,Antoine

Hello,  We need an RCM report to tie recon balances back to OneStream for audit purposes. Has anyone created or knows how to build a report showing balances for child recs (without the balance for the associated recon) and balances for recons that have no child recs? The rcm database tables aren't very intuitive and a little guidance would be a huge help!   Thanks!

Hi Everyone!, I have been unable to set margins in a cubeview in a extensible document. Even though, the report margins in the cubeview settings are set and the argument IncludeReportMargins is set to true as can be seen in the attached images. But no margins are shown. Thanks for you help.

Good day to you. Currently, we are working on a Dashboard for User Access. We have successfully implemented the logic to retrieve Security Group Unique IDs along with their corresponding Security Group details. As part of this dashboard, we now need to retrieve Workflow Profile–level details, specifically: Entity assigned to the Workflow Profile Access Group Maintenance Group Workflow Execution Group Certification / Signoff Group So far, we have been able to retrieve details for points (1), (2), and (3). However, we are unable to fetch the Workflow Execution Group and Certification / Signoff Group details using either Business Rules or SQL queries. Could you please help us by suggesting: The appropriate Business Rule method/API, or A supported SQL approach, to retrieve these remaining Workflow Profile security details? Your guidance on the recommended approach would be greatly appreciated.

HiIs there and XFGet type of formula that can be used to retrieve the name of the application that you are currently logged into?Thanks,Mark

Hi, I'm using OneStream 8.2 and trying to merge 3 column headers (Forecast, Budget, Var) under one "|!Entity_Selection!|" header. I've tried  Setting MergeAndCenterColumnHeaders = True in Column propertiesThe merged header is not appearing.  Has anyone successfully merged column headers in version 8.4? What am I missing? Thanks!Output required:  

I'm having an issue with specific top-side entries not being captured by cube views, dashboards, and even business rules. The entries were posted to the Adj workflow with entity member filter: E#Root.WfProfileEntities. Could it have something to do with the entity member filter assigned to the journals? 

Hello -  Does anyone know how to add row/index numbers to BI Viewer as shown below?   Thanks,Bil Brandon

How do we remove the gray/blue gridlines from the Excel export and when printing to PDF? The screenshots below have no formatting. The cube view exports directly to PDF with no gridlines, but when exporting to Excel and printing to PDF, the gridlines appear. Thanks.  

Good afternoon, I'm curious to see how other companies handle this situation.  We've recently launched a Dashboard allowing the vast majority of our user base, ~800 users, the ability to interact with and drilldown on their financials. One of the growing pains we're experiencing with this change is that the users have the ability to create a PDF Book for their selected Locations + Children on whatever Cube View they're currently on.  So it could be one PDF or a lot (50+ locations).  Opening the Book Viewer creates a background server task which on its own doesn't seem to be an issue. However, we have a couple of "triggering" events that cause an influx of our user base to all access the system for financial review and book publishing at the same time.  Prelim financials are ready to review, financials are closed, etc. The problem we're experiencing seems to be when we have a lot of users all trying to create books at the same time it appears that their tasks are ste

We recently encountered an issue where users are unable to save offline copies, (v9.1) which led us into a broader discussion around version control and file sharing for our getcell reports. We’re looking for ideas or best practices from others who have implemented effective solutions to manage the below. What we’re hoping to achieve:- Multiple users able to access the same report simultaneously- A shared experience similar to Google Docs (centralized file access)- Strong version control to avoid duplicate or outdated files- Ideally, a simple check-in/check-out type process to prevent conflicts So far, the only option we’ve considered is a potential SharePoint integration, but we’re hoping to find a solution that is less technical and easier to manage from a superuser/user perspective. If you’ve implemented a process, tool, or solution that works well for your team, I’d love to hear about it. Thank you!

Hi,Is there any way to remove the empty rows which are showing up once a cube view is used in an extensible document or in narrative reporting?Thanks,Florence

Hi all, I am sure this topic has been covered before, but I am looking for what the community is doing in terms of rounding issues (as they apply to CV's). Especially in the case of when financial reports are scaled (to thousands or millions). Are most just jamming differences in via forms as needed. Is there some sort of automation that can account for rounding issues?  Any advice would be most welcome and appreciated here. Thanks!  

I'm looking to add user names to the workflow status report we've already created but I can't seem to find where in the database tables that info is tracked. We've manipulated the WorkflowStatus method query to pull in the WF steps and the status of each. For example:  I reached out to OS support and they pointed me to these two posts, one of which mentions CertifySignOffInstances. Workflow Confirm and Certify Users Info | OneStream CommunityDisplaying user names on the workflow status report | OneStream Community I can also see WorkflowLockHistory as a table but any thoughts on which other tables store workflow status by user info? Appreciate any direction you're able to provide!  Thanks! 

Hi Team, Is there any way to extract the SQL Table Editor to an Excel File?  Currently I have a SQL table editor with multiple pages and the default extract method by right clicking on the column/rows is just extracting one page. Is there a way to extract the full table into an excel file? Thanks.

I'm getting the below error message regarding location when trying to save a file with multiple XFGetCell formulas offline.  I've updated my preferences that an earlier question showed as a solution and refreshed the workbook (again) before attempting to save...but am unable to save the file without the formulas.  I've tried directly to my desktop, various folders, where downloads go.... I can't find an acceptable location.  Any help would be appreciated.    

Does anyone know if there is an api to export a cubeview to a report format, similar to how BRApi.CubeViews.Process.ExportCubeViewGridsToExcelFile can be used to export a cubeview to Excel via code? I want to get rid of the menu options so users can not use the normal save button but instead a custom dashboard save button. However, I need to find a way to replicate the export options that will also be removed. Thanks.

How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream? Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data.     Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category  An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain

Hi, I’ve created a cube view containing a Row Override GetDataCell CVRC formula that is throwing an error when exported to Excel or PDF.   I believe it’s because I’m using CVRC which requires the use of an index which Excel/PDF don't know how to handle.  I’ve tried simple GetDataCell formulas and they all export fine.  I’ve read that this can happen when Excel doesn’t know how to handle the index but the formula doesn’t calculate without the index.  Has anyone experienced this and how did you resolve it?  Would it work if the calculation was done via business rule instead? Below are screenshots from the desktop app and Excel, as well as the row override formula    

Hi,I am trying to use parameters that I select in a cube view to be used in a dynamic calculation.Can someone advise how to do that in a UD8 dynamic calc formula?Parameters are to select scenario 1 and Scenario 2 and used them both in the UD8 dynamic calc .

Hi everyone, I’m looking to get some input from the community on Excel-based reporting in OneStream. In your experience, which format has proven to be more efficient and reliable: XFGetCell formulas or Cube View connections? The reason I’m asking is that we use OneStream reports to feed data into Excel workbooks, and we’re getting recurring feedback from users about performance issues—slow refresh times and, in some cases, Excel crashing. For context, these workbooks usually contain multiple tabs and often include a mix of: Cube View connections Quick Views XFGetCell formulas (used when a specific layout is required) Our goal is to better advise users on the best reporting approach. So far, it feels like this mixed setup is becoming heavy and is negatively impacting the user experience. If you have any best practices, lessons learned, or tips on what works best (and what to avoid), I’d really appreciate you sharing them. Thanks so much in advance! Eve

Hi Team, While running the XFGetCell report we are getting the below error. we could observe that this error is appearing in 9.1.1 Version, Can you please advise us to resolve the issue.  

I have to create a task manager build that does not include weekends in the duration. We have tried adding the weekends to holiday profiles and excluding them from the explicit day map, but the duration will always include the weekends. Right now, I have due dates on weekends an holidays even when calling them out in the Holiday Profile and setting each one with an offset of 1. Is there a work around for this or any other solution to have the durations skip weekends/ due dates not be due on weekends or holidays?