Reporting

I am testing an update from version 5.1 to 6.4. In our current version, when I select a workflow form that opens an Excel file with an embedded Cube View, the form opens with the Excel menu set to “OneStream XF”. This was good because the user can input data and hit the Submit Sheet button with a single click. Now in version 6.4. the form opens and the default menu item is “File”. Requiring the user to first change the menu to submit data. Is there a way to set which menu item opens by default? Thank you…Bill Posted by Bill Walke Migrated from Champions

When building CubeViews there is the .remove string that you can use to exclude a member from a hierarchy that you are pulling. Is there a way to replicate this with =XFGetCell formulas? Or in general, a way to include more than one member in an XFGetCell formula? Posted by Dylan Cox Migrated from Champions

Hello Friends,does anyone enabled paging controls on Cube Views?that will be a nice feature to use when we have more number of rows.  Capture.PNG.jpg3288×1118 310 KB got this info from release note.Under the theme of Performance and Scalability , we have continued to enable faster performance on large data sets by allowing users to manage paging controls on Cube Views and by enabling Sparse Data Suppression on Excel Quick Views. This feature increases performance for ad-hoc analysis on large data sets within Excel Quick Views.ThnxKP Migrated from ChampionsPosted by Khirod PAlai

Hello All, Administrator of the application we are working on wants to allow users to do some analysis on their budget data at detailed level, crossing 3 dimensions in rows (the same way they are doing in SAP currently) which are quite big (entities, cost centers and accounts). I proposed him to have users using quick view to analyze but he estimates that users will not be able to use this and wants that they use rather objects that are kind of pre built. Then I thought of either cube view or BI Viewer (with CV MD as source) as they want to have totals in the retrieve corresponding to the parents of the dimensions but then either potential number of intersections are too big and do not allow to render the CV or performance is not good. So wanted to reach out here to see what could be the options to answer above needs (give user a nice to use place to drill in those 3 dimensions to analyze his data while still having totals for the parents of those 3 dimensions) ? Thanks for your help M

Is there an easy way to retrieve the subtotal of all the values returned in a Cube View expansion? For instance, we might have on one Cube View Row with a nested expansion such as: E#Company1, E#Company2, E#Company3 A#Account1, A#Account2, A#Account3 What I would like is to be able to add another row to my Cube View that is the sum of everything that retrieved in that first row expansion (could have returned anything from 0 to 9 rows of data).  Today we do a klunky solution, such as : GetDataCell(CVR(Row1,0) + CVR(Row1,1) + CVR(Row1, 2) + ......), which unfortunately is not dynamic.

I have this cube view that I'm building to mimic a report that I'm doing. Each row of this cube view uses an aspect of the UD-1 base member. Such as PE, Description, Name etc. How do I get my cube view to populate different elements of the same user dimension on each row? The picture below gives an example.   

Does anyone else run into issues frequently creating and copying quickviews?  When I try to copy quick views i often get no response excel.  Even if i shut down excel and restart my computer it doesn't seem to help.  Below is the error issue i receive when trying to create a quick view table.     

I built a cube view which contains blank cells (this is expected) as there is no data in the intersection. How can I forcibly show 0.0 in these cells (intersections) instead of blank cells? Thanks!

Hi all, I am wondering if there is a way to make cube view available outside the WF. I have developed many forms for the workflow filling all the cube views with WF, WF.... Now I would like to make these views available outside the workflow, where the period, for example is, selectable from the POV. Do I need to duplicate each form and then remove the WF on scenario, period and entity? Or is there a smarter way to make the view recognized that the is opened outside the workflow?   Thanks in advance for the help. Marcello      

Hi everyone, I am trying to retrieve a Chart (Advanced) in my PowerPoint presentation, making use of the Alt Text functionality and extensible documents. The chart component works perfectly fine in OneStream. I can see the chart and correct the data. However, when I open the PowerPoint containing a picture with the Alt Text, I get the following message: The message prompts that there are no parameters for the selected item. However, my data adapter is linked to a cube view, which has an entity selection parameter in the cube view POV. When I click 'OK', the PowerPoint opens, but the chart area is empty. When I hardcode the entity in the cube view that is used as a source for the data adapter, I get the exact same error message, but the chart area is populated with data.  Therefore, I think I'm doing something wrong with the parameter settings of the Chart (advanced) component. However, I cannot figure out what I'm doing wrong.  Any help would be very much appreciated. T

Hi everyone, I want to retrieve a report component into my PowerPoint, using the extensible documents and the Alt Text functionality of PowerPoint. I have created a graph within a report component. As you can see in the picture below, I have created the graph within the ReportHeader1 section of the report, and it shows data when it's run.  However, when I open the extensible document PowerPoint, it just shows a black window. The picture has the following Alt Text:  {XF}{Application}{Report}{Development} PageNumber=1, CropLeft=0, CropTop=0, CropWidth=0, CropHeight=0, Zoom=100, MaintainAspectRatio=False, FillMode=Height, Anchor=TopLeft, IncludeBorders=False, IncludeReportMargins=False, IncludeReportHeader=False, IncludeReportFooter=False, IncludePageHeader=False, IncludePageFooter=False. This is the outcome: Any help would be much appreciated. Thanks! Kind regards, Floris van der Poel

I have a bar and line chart (line being the 2nd Y-Axis).  I want to sync the two scales; Anyone know how to do that?  I did not see an option to sync and looking for guidance. 

Hi, New user here.  I have a report I'm building to show current year to date and prior year to date metrics, each with a variance column followed by a blank one as shown in the example screenshot below.     I'd prefer to see 8/22 - 8/21 below each Variance column.  If not, then just blanks for both Aug 2021 and YTD.  Additionally, I'd like to see nothing in the blank columns where it currently shows None, Aug 2022, and YTD.    Below are the settings I have for Headers and Columns, respectively.     Thank you,

We have fields defined in our connector that are not mapped to a dimension or attribute. I need to build a data adapter to take data from StageSourceData and tie it to the table that holds the data brought in by the adapter so I can grab one of these fields that is not mapped (Location). Can someone advise what is the table name that holds the raw data brought into OneStream by the adaptor (before it is mapped to a dimension or field)? Thanks!

I have a reporting requirement.Projects rollup into customers in UD1.  UD6 contains employees.Reporting requirement is to display both customers and projects U1#Total_Customers.DescendantsInclusive. Also  display employee U6#Total_Employees & U6#Total_Employees.Descendants .  This issue is when the report renders they only want to see Total_Employees (UD6) at the customer level and  Total_Employees.DescendantsInclusive at the project level.   example:--UD1-- --UD6----------- AmtCust1  Total Employees 250  Proj1  Total Employees 100            Dave                     50           Scott                      50 Proj2 Total Employee   150          Mike                      &n

We recently upgraded from 6.8.1 to 7.1.3 and I have about 5 users who are having issue with Excel add-in.All of them are getting below error once they login. I tried disabling all other add-in etc but it’s not working.Any ideas?Saurin

In the below screenshot, I want to add % (beside the numbers) to the utilization % but whenever I try to add % using cube view formatting, it adds % to all of the four columns. Is there any specific way I can just add % to just utilization %.Note: CM and YTD are two columns. Hours and Utilization are levels which fall under these two columns (CM & YTD) 

Hi all,Is there any way to freeze header (yellow highlighted area) in workflow forms area while scrolling down the report? Can you please instruct me how to do it? Thanks.

I am having some issues with customizing Dashboard reports to fit my client's data visualization requirements. I  would appreciate some instructions on how to solve them or a suggestion of workaround. Cannot load/edit colors in Advanced Chart I have not been able to create a new color or input my client’s color pallet into Dashboard – nor on charts or report. I am able to choose the RGB color on Clube View, but on dashboard advance chart I can only chose colors from the drop down and even then they do not apply well to every type of chart. For Radio chart for example the colors do not change on the legend or the bullets. In Report I was able to create a new color pallet but it simply does not apply to the chart.     Client pallet:     Cube View color edit:   I cannot link data to the X and Y axis of the chart in Report I created a radio chart in the report component to have more editing functions, however, I could not find how to link my dimensions

I have created a Flux Analysis Cube View with Annotations/Comments.  Everything is working as expected until I export to PDF.  The Annotations/Comments are not printing to PDF, but columns themselves are.  The interesting things is that the comments are there when I export to excel.   Any ideas why this is happening and is there something I need to do to get the comments to print to PDF.   Thanks!    

Is it possible to open an ".xfdoc.xlBook" directly through the excel add in?  It shows the file within the file explorer but will not let me open.  I can open .xls or other shared files, but it doesn't let me open a book?  The report book does render fine through the client (it pushes it to excel).  However, I would like my end users to just grab the xlbook through the add in versus having to go through the client.   Thanks, Sean

Hi all, I am trying to apply a conditional formatting to a variances column, if higher than last year then shown up arrow (color red) if lower than last year then down (color green). Not sure how you can achieve this?

Hello,    We are currently trying to create a report to use in parcel service outlining which tasks in task manager are currently complete.  We have a sql query being fed into a report, but I am struggling with setting up conditional formatting rules in the report designer.  Is there examples somewhere available to use?  I am specifically trying to turn a cell a specific color if the value contains a specific word or phrase.   Thanks,

A#Trade_Receivables_Net:Name(Accounts receivable, net of allowances for credit losses of $36 on April 30, 2022 and $107 on April 30, 2021) I am hard-coding the line/name : Accounts receivable, net of allowances for credit losses of $36 on April 30, 2022 and $107 on April 30, 2021 to show up on the report as you can in the second image. How can I create a form that I can input a value into for April 30, 2022 or April 30, 2021 or whatever other date? I want that form to populate into this line item. Where do I start to achieve this?

Hi everyone, I would like to add a top and bottom border to a specific row in the report when I export the cube view.  I know this is done by setting the GridLinesColor to a specific color and ReportUseTopBorder = True and ReportUseBottomBorder = False. Even though my client will not use the cube view but is only interested in the report view (which will be exported to PPT), I would like to know if I can have the top and bottom border in the report view but not show the grid lines when viewing the cube view. Thanks for any help in advance. Kind regards, Floris van der Poel