Reporting

When I look in GolfStream demo app, we retrieve a OS dashboard on a ppt doc using a dedicated chart component. Is it the only way we can use in order to call an OS DB from a XF doc?

Hi,How do I attach another CV (i.e base scenarios) under a flux analysis report?  This is how my flux report looks: I understand their a row/column sharing feature, will that work? If yes, can someone please share how to set it up? Thanks!  

Can we add these expansion to a parameter, and have the user select on their own?  I was able to build a entity selection parameter, however when I run it, it pulls in everything (branches, regions, district) because I have used "Tree Descendent" expansion. But it would be preferred if I could add a expansion parameter (Children, Base, Tree Des, Member etc) and have it prompt the user to select. This is how my dialog prompt looks. Looking to add that parameter in their.   Let me know if this can be done? any example will be appreciated. Thanks 

My dept wants the ability to search data across region, district, and branches. I was wondering what would be the best way to build that functionality. Currently, I have build a Select Region Parameter, which has a BR rule running these cases (member filters). And it only shows region level data.    This is how our report looks like. (Data is omitted)    However, I'm looking add an option to select districts and branches, Maybe the QV can have a button to add additional rows, by clicking "+" and selecting those specific branches from a dialog box. Or maybe a dialog box, which prompts the user to build their own entity member filter. Hope that gives an idea of where I'm heading. Any suggestions or ideas will be appreciated. Thank you!      

I am building a cube view with two rows and 12 columns. Assume POV=2021M12:   The first row is A#Sales and in the second row I want the variance of the sales from row one this month minus the sales last month. (Think POV minus POVPrior1)   In the Column I have one Column with T#POV.AllPriorInYear.   The problem is that the formula in my month over month isn't smart enough to populate 12 cells of variances.    I know I could do 12 separate columns and use CVC, but that isn't a great option to me for other reasons. Anyone have any ideas on how to do this?

Hi All,We would like to draw up some dynamic QV's from a time perspective & always have them aware of the current time so we can utilize the T#PeriodPrior1() MF rule. I'm curious how others have made these dynamically change, we were considering a BR to update the 'Global Time' on a systematic basis and then we could direct users to use this global time & know that it is always reflective of the current week. Maybe I'm overlooking some function of OS to do this but it seems like there isn't a natural dynamic time option.Thanks,Bryan 

SOURCE: ONESTREAM CHAMPIONSis their an option to input dynamic charts in cube view? I am creating a CV that calculates and pulls top 10 branch contributions, and projects in a visual chart.If it won’t work…is their any other way?Thank you for you help.

Hello,I would like to know, if it is possible to format only one word of a text or label in a dashboard :- Do you have examples of formatting only for one letter or one word within a sentence ?- Could we use conditional formating in order to format only a specific word (for instance, a user login) ? Many thanks,

Does anyone know if there is a way to suppress “Background Task has Completed” messages?

SOURCE: ONESTREAM CHAMPIONS Hi Team, I wish to know few features are possible in the Spreadsheet or not while using the Table View functionality. there are some Enumerated fields stored in the table, say for example 0 or 1 (stored in the table) but I want the user to save it Yes / No in the spreadsheet - not sure how to achieve it? Also to make sure that some other junk value should not get updated here, an Error Message should be popped up if the value is not per standard or some color code change. How to make the cell - color filled for specific header columns - blue or so, indicating read-only cell. How to format the numbers to 2 decimals. Color Code change if the cell is dirty ( the same way it works for cube View ) Referred 1 document from OneStream Table View reference guide, which enabled to help to fetch the data in Spreadsheet using table view… but questions to above queries are not yet clear. Hope team members here can share your experience, which we can re-use Re

SOURCE: ONESTREAM CHAMPIONS Hi, We are looking to take the values of a specific column and divide everything in it by 3. Was hoping to accomplish this via a Column Override. In the Cell Format within the column override we have tried several variations of the following without any luck: If (CellAmount > 1) Then /3 EndIf Thanks for your help.

SOURCE: ONESTREAM CHAMPIONS Hi Team, we have a situation in which we need to create a new dimension every month, and can obsolete the earlier one for the next period, that works perfect. no Issue here. but since they share the common workflow, in the Entity Filters both the old Dimension and New Dimension are appearing. Expectation here is to get Display on the New dimension in the current period and only the old dimension in the previous filter ( Refer screen shot for more clarity ) Since the filter is based on Entity calculations, not sure what’s the solution to achieve the same. I need some inputs to get the filter dynamically listed based on the Year / Period we choose. Regards Darpan Bhansali      

SOURCE: ONESTREAM CHAMPIONS Hi Team, do we need to put some specific settings to connect the External DataBase… when we are connecting it via SQL Table Editor. i am getting the below mentioned error ( where as the same connection works via Data Adaptor )   Subledgers _ External.png977×467 21.7 KB   Regards and Thanks Darpan Bhansali

SOURCE: ONESTREAM CHAMPIONS     Hi Team, I am facing a typical issue ( Error Msg 1) while uploading the data from an excel. where as the code for csv upload works fine. Refer the Code attached here by for reference. can any one help here to find what wrong am i doing in the below code. Also i want to fetch the range selected somewhere in the error log… or the message box… how to achieve that ? Also i could not find and XF Market place solution which enables this excel upload feature, Any guess on that as well. Regards and Thanks Darpan Bhansali

SOURCE: ONESTREAM CHAMPIONS Hi Friends, Did anyone try inserting rows into a custom table ( within one stream ) using Spread Sheet? I am able to update the data into the custom table, but somehow the basic functions like insert didn’t work for me. I need a similar function as per the screenshot for identifying the new records and the existing records.   https://discourse-static.influitive.net/uploads/db_8467a788_7b9e_45b8_8b6c_d37e1967220d/original/1X/1c5dee15c2a1bb8d86b5682de4f4220b3122a2bd.png Expectation in SS.png966×362 20.1 KB   Regards and Thanks Darpan Bhansali

SOURCE: ONESTREAM CHAMPIONS Champions,Is there a way to have a Studio report recalculate a value at a group summary level instead of having the report sum up values from the detailed band? In example below, the ROI% as the 401 Total line is displaying 4.7% which is the summed up total of % from detail records. This value should instead be recalculated as Total Net ROI / Total Revenue = 510,000 / 15,000,000 = 3.14% In Studio, Is there a way to define a calculated field that uses data from other fields on the same band i.e. the group total Net ROI and Total Revenue?   https://discourse-static.influitive.net/uploads/db_8467a788_7b9e_45b8_8b6c_d37e1967220d/original/1X/ad449b0c9dc199805a6c0159e56cea02d6698bfb.png image.png1046×396 8.73 KB

So I currently have this cube view: Is it possible to configure the cube view so that the headers for the second member expansion (for UD2) start expanded, while the other row headers stay collapsed? Ideally it would look like this: I have tried using the following header format: However, this doesn't work, presumably because RowExpansionMode is a "Entire Cube View" setting. Is there a setting I'm missing, or would it be possible with an extender rule?

Hi, I wanted to remove + sign and show all the row , remove the collapse function please help

Cube View: When trying to sum a column that contains T#POV.AllPriorInYear the return is only for the first column reported. Is there a function to sum these in the cube view? I am combining scenarios that can be dynamic and need to sum the results. Same would be true for AllNextInYear.

Hi everyone,  I have a cube view that uses an entity parameter with member filter E#Root.WFProfileEntities for users to select their respective workflow entities when opening the cube view. However, the list of entities depending on the workflow chosen is quite large and the order of entities in the dropdown seems to be random, when I was hoping the order would mirror the entity assignment order in the workflow section. Would anyone have any suggestions on how to organize entity dropdown list as per workflow entity assignment?  Thank you,  Royce 

Dear Community - Is there a way to convert to Basis Points within Cube View? I'm sure there must be a setting. Any help will be appreciated.   Thanks,

Hi, Is there a way to call a dimension parameter in a QuickView? If we put for example UD1 in the rows in our QuickView and instead of choosing a dimension member for the rig we choose a parameter we get a “#error - The member filter contains unresolved parameters.” The parameter does work in a cube view. Thanks!

I just had a call from an Excel user who uses the OneStream addin. He has a number of reports that he's been using, but they're working differently today, and we don't know why. Instead of retrieving all of the records and exporting them to a single page, he's getting about 59 entries on page 1, and then page 2 has the next 19 entries, and 23 entries on page 3. I don't know what the pattern is that is causing OneStream to separate these among several pages. Is there a preference or an option that controls this and that he might have accidentally changed that would cause his retrieval to be paginated?

Would like to modify the "UPPER" case descriptions in metadata to "Proper Case" in Cube Views. Any formatting options for this?

Hi All, I was wondering if it was possible to pass through an XFBR to cube view column / row sharing.  In this example, we are trying to dynmically have the column template passed through to the cube view using the XFBR string. The string is looking at the workflow and based on the name of the workflow profile the rule returns a specific column template.  When I stick the XFBR string into the column sharing I receive the following error:   Any insight on how to most efficiently do this would be greatly appreciated! Cheers, Amar