Reporting

Hi all, We have an interest in being able to provide the Map Changes Audit Report (out of the standard Application Reports dashboard) to a group of users via the Parcel Service function. I've been able to narrow down the application report itself to an "RPT" component but not sure where to go from there. Has anyone out there managed to set this up and if so, would you mind providing a high level view of the steps involved? Thanks very much in advance, Kim

Hi all, is there a way to open the "Workflow Multi-Period Processing" page from a dashboard button?we were able to open the pages for specific time (YYYYMM) and the different steps Import, forms, Adj. But what about the Multi-Period processing which is exeucted at the year level (e.g. 2025)? Which is the Workflow name to use in the Change POV and Workflow button POV Action?here is how we set the button  Can anyone help?Thanks and regardsMassimo

Hi,We are transitioning over to OneStream version 9.0.1. As part of the transition, we are running validations on the data we have copied over from our previous environments. We are running reports like quickviews & XFGETCELLs to retrieve data. However, after clicking on Refresh Sheet/Workbook, we are prompted with the error message: Microsoft excel is waiting for another application to complete an OLE action Does anyone have a solution to this resolve this issue? This is holding us back with our validations, ultimately affecting our go-live date if this issue persists. We would not feel confident going live if this Microsoft Excel error continues to impact our user base from running their reports.  For additional context: Microsoft Excel is 64-bit version Excel Add-in version 9.0.1 is installed.  Tested on multiple reports along with recreating reports Tested with multiple users/devices

Hi  i am trying to fit row in one page for display. now data is shown in different pages

I am trying to add an advanced chart and BI viewer charts to an extensible document. I know I can change the alt text on an image using {XF}{Application}{CubeViewReport}{CubeViewName} but am wondering what the reference would be to add in advanced charts or BI viewer items. 

I have a Cube View that displays Multiple bas members (for example: Tokyo, Osaka, Berlin and Munich) as columns.When I click on the Report button, the report currently includes all four columns which matches my cube view setup. However, I want to customize the report output so that it only include few selected columns (for example Tokyo and Berlin) while still showing all four columns in the Cube View itself.I want to achieve this using an FDX functions.My questions:Which BR type should I use for this requirement?How can I apply column level filtering in the FDX rule so that only selected base members appear in the report output, while keeping all members visible in the Cube view? 

Hi    I'm working on a PDF report where the font size is currently very small and difficult to read. I’ve tried adjusting it but haven’t been successful so far. Could someone guide me on how to increase the font size in a PDF document?    

hi All, good day. I created a Book using cube views reports and App database files (text editor file including DOCSVARIABLE), I used a filter in time dimension to select the period, when I run the book, even in preview, I select the period and the cube views refresh the data but not the App database file; do anyone knows if I need to do something for refresh the text editor?   also if I change the text editor adding or modifying the cube view, the file delete the new cube view and the modified; is it a bug?   Thanks in advance and best Regards

Here is the scenario: I have a Combo Box that holds value "Summary View" and "Detailed View". Based on the combo box selection value in the dashboard, the CV columns needs to update dynamically in CV. Summary View should have all columns except "Variance" Column. And when Detailed View is selected, This should have all columns including 'Variance' Column. The tricky part is that these are shared columns from another CV. And we already have a formula for 'Variance' column in XFBR. In Short: When Summary view is selected, Variance column should hide and when Detailed View is selected, all columns should show up! Any idea or a suggestions are greatly appreciated! Thanks. 

Hi everyone!!I am trying to share a total amount that is calculated form one cubeview to another but it will not let me if I do not bring the source rows for the calculation (From the 1st CV to the 2nd) but I only want the totals. (If anyone knows how to do this great!!)My other alternative is to bring those rows and hide them. Does anyone know how to do this?Thanks!!! 

I have configured a datasource where TextValue is taken from a column of a flat file to be loaded, the file loads well from the Import and I see the text for each loaded row, but I have not been able to display it in a CubeView, is this possible? 

Hi All, I'm having a hard time running a book that creates a pdf by entity in an automated fashion.  I've created a book with a loop calling a file which is a book of cube views.  Running that book individually works well.  When running the book that contains the loop, it works fine when saved as a .pdfbook but the problem I run into is that it times out due to processing time when I try to run it for multiple entities.  The book is about 80 pages or cube views.  So I created a .zipbook version of the same book with said loop to run it from Data Management in the background.  The problem I'm now running into is running the .zipbook version creates 80 pages of blank reports rather than the data I saw in the .pdfbook.  If anyone has any suggestions, I'll take them.  Thanks!  

Hi, we have a user that is receiving the following error message when trying to run a report in the People Planning module. I cannot recreate the issue as an admin, it's working fine for me... What is quite odd is that the reports worked fine for her up until a week ago.  Possible solutions we already tested: (1) Reset IIS (2) validate no changes in security (3) log out and back in. Has anyone ever seen this before?   

Hi.  I have a cube view / customer sales report where I can get my top ten customer sales, and I have a row that has the total sales.  How can I make a row to show 'All Others' so I can foot the lines to the total sales?  I've tried a CVR calc but it pulls in the top customer only.Thanks,Brian

We’ve been getting reports from our users that the Excel add-in is crashing. It happens most often when working with files on shared drives, files that contain links to other files, or larger workbooks. The behavior is inconsistent, sometimes everything runs fine, and then the same test will crash another time. When the same files are stored locally on their machine, the issue is seen less often. However, this isn't a feasible work around with our group. The issue feels more widespread since our upgrade to 8.5.1. We’re currently on Excel add-in version 8.5.1.17017. Curious if anyone else in the community is seeing the same pattern with their users? Would be great to compare notes and see if this might be a broader issue. Thanks for any feedback or suggestions!    

I thought others might find this helpful.  I'd had issues getting the Excel Addin to users when we upgrade, so I created a SharePoint site with the instructions and .msi file that they can download.  Hope this helps!  

Hi, I have a member that I want to reference and pull in the tree underneath it but eliminate a few of the base memeber as options for my users to click on them.  I'm trying to use the 'Remove' member expansion but its not working.  Is there something I'm missing?  

Hello Any possibility to change the scales in Excel directly as we can do with cubeviews ? Thanks

Dear all, Could you please advise why user doesn't see Guided reporting section in Dashboards (OnePlace). As administrator I see Guided reporting and user has been included in security group that can view reporting group and reports inside of this group in Guided reporting section.  

Hello, I previously created a UD8 member to find a max value out of a string group of data for specific accounts. It was working fine last year and when I was looking at it for our tax team, it just shows blank as the value. Can someone help me out and see if I'm missing something. We did upgrade to version 8.4 from 7.4 last year and I don't know if that caused something to not work. Here is the UD8 codes I made. First is for the max value Dim dAmount_1 As Decimal = api.Data.GetDataCell("T#Pov:U8#CFC_IC").CellAmount Dim dAmount_2 As Decimal = api.Data.GetDataCell("T#PovPrior1:U8#CFC_IC").CellAmount Dim dAmount_3 As Decimal = api.Data.GetDataCell("T#PovPrior2:U8#CFC_IC").CellAmount Dim dAmount_4 As Decimal = api.Data.GetDataCell("T#PovPrior3:U8#CFC_IC").CellAmount Dim dAmount_5 As Decimal = api.Data.GetDataCell("T#PovPrior4:U8#CFC_IC").CellAmount Dim dAmount_6 As Decimal = api.Data.GetDataCell("T#PovPrior5:U8#CFC_IC").CellAmount Dim dAmount_7 As Decimal = api.Data.GetDataCell("T#PovPrio

Certain users aren't able to refresh sheet containing XFGETCELL. Only shows #REFRESH. In OneStream task activity, it shows that the task has failed with an error message "Summary: Error processing dimension. The item was not found. Dim, OneStream.Shared.Common.DimPk, 0, -1." This should not be related to access since I was able to refresh sheet using another profile with the same roles. 

Hi,It doesn't look like the cube view ":name" override using substitution variables respects the user's culture setting.  The substitution variable goes instead to the default description.My example, I have account descriptions in German and English.  My user ID is culture English.  My cube view render the proper description when I don't use the override ":name()".  I use the override, :name(|MFaccountDesc| growth %), and get this,I would expect the substitution variables to respect the user's culture.

8.5 environment, on prem.My understanding is that if I want read only access for users to Ancillary Tables I need to use the config utility and set Access Group for Ancillary Tables to a user group that would be different than Maintenance Group or Table Creation Group.      I did this and my users in the group assigned to Access Group are able to edit ancillary tables.Then I found this documentation that implies that Access Group gives edit rights to ancillary tables.  Does anyone have a definitive answer on this or know how to setup read only access to ancillary tables? 

Hey everyone, In Task Manager, I was wondering if we could set duration longer than 30 days? As of now, the only max option for a task is 30 days. Can it not be any more or extended? Any feedback or suggestion is welcomed. Thank you.

I have a dashboard that I want to run whenever I log into the desktop app, and it works just as expected, but it tries to run in the web browser UX and does not work right. How can I disable the dashboard from running in UX, but stay running for the desktop app?