Reporting

I am trying to build a demo of Narrative Reporting/Extensible Documents and am having issues with the PowerPoint document.  I was able to add a cube view to a Word document and got it to render properly.  However, when I tried to do a similar test with the same cube view to PowerPoint, I get this error when trying to check the PowerPoint file back in:  It looks as though it wants a “document” and not a “presentation” so I feel like I’m missing something.  Thoughts?  Thanks!!

Hello, I have multiple excel files using XFGetCell to pull data from OS.  What I would like to do is, (1) create a report book that includes the XFGetCell formulas to refresh data when the report is ran, (2) Set up a DM/Parcel Service to automate sending the file to both OS and non-OS users.  Is there a way to do this?  I do not want to re-create these files as cube views because they are customized for our reporting requirements and have some intricate calculations.Thanks,Tyesha

Hi I am trying to build a Genesis dashboard wherein for BI viewer the data source i have taken is cube view , I can not see the toolbar to create a chart or graph after giving source of CV.  

Hello Everyone,I created a pie chart using the BI Viewer in OneStream.The chart displays correctly when viewed directly in BI Viewer. However, once I add the pie chart to a dashboard, the labels are not fully displayed as expected.Has anyone experienced the same issue?Is this a known limitation when embedding BI Viewer components into dashboards? Is there a setting I might be missing? Do you know of any workaround to force labels to display properly?Any feedback or suggestions would be greatly appreciated.Thank you! 

I have a Dashboard Report I am building that consists of multiple Report Components. Each report component was created using a Pivot Grid. Users would like a button to press that allows them to export all of the reports into Excel at the same time, with each report being displayed on a separate sheet of the Excel workbook. Below is a screenshot of the Dashboard for reference.I have a Dashboard Extender Business Rule created for the export button, but I keep running into issues where I can't define the Export File Type as Excel Xlsx.Can anyone tell me if what I am trying to accomplish is even possible and if so, how? 

Has anyone worked with creating a Copilot Agent to ask questions about the metadata inside the app? I’m currently building one out for our app by created a document library, but this is only working for my documents.  I have tried to load up xml files to that document library, but CoPilot is having issues reading them to answer basic questions. 

Good day!  I am successfully using Specified Row sharing. According to the community AI, I should be able to specify a range of rows to be shared by specifying them as FirstRow-LastRow but this does not seem to work. Is this an AI hallucination?  

Hiwe have lately discovered that OneStream was very slow when going into Application/Workspaces. Totally 26 seconds.As a test I have then deleted 1 instance, and it reduced the waiting time with 6 seconds.The instance  is totally 264.000 lines, and file size is 40 MB.Any suggestion on how to avoid Genesis slowing the system?Are we the only how has discovered Genesis impact on performance? We are only testing Genesis now, but going forward we are worried what impact using several instances of Genesis would have on performance.       

Hello, hasanyone worked on dynamicGrid conditional cell formatting? I found a sample code (snippet and link included) on OneStream doc but it's not finding the objects when I try it. It throws a compile error saying XFDynamicGridRowFormat is not found.It is supposed to belong to OneStream.Shared.Wcf NameSpace, but I don't see the class in the NameSpace either.https://documentation.onestream.com/9.2.1/Content/Design%20and%20Reference/Presentation/Dynamic%20Grid.html 

SummaryUsers cannot share a link to their current view when working on a Genesis page. This breaks a common collaboration workflow — e.g. a Finance user filtering a report to a specific scenario or entity and sending a colleague a link straight to that same view — which already works today on classic dashboards.The technical root cause: a Smart Link can currently only open the Genesis container dashboard, not a specific page inside it. Which page displays is controlled by the internal cph_Nav_Home_(Main) parameter, which OneStream Support confirmed cannot currently be set or read from a Business Rule or Smart Link.Requested enhancementA supported way to target a specific Genesis page when building a Smart Link A supported way to read the current Genesis page's identity from a Business Rule bound to that page (equivalent to args.PrimaryDashboard.Name for classic dashboards), so one reusable rule can link back to whichever page the user is on, without hardcoding.ImpactWithout this, teams

Hi,is it possible to display nothing in this column like Excel instead of this useless value? In the column I have DBNull.I tried setting the default value to “” (without quotes) or DBNull in the Column setting in the SQL Table Editor component but with no luck.

We complete variance explanations each quarter, and each business unit has different thresholds that require explanation. Is there a way to apply different thresholds within the report based on the selected business unit using the conditional formatting? I would like to flag it red only but I can’t figure out how to do by business unit using the same report.Users are prompted to select their business unit when they run the variance report.This is what I currently have, but it applies the same threshold to all companies:If (CellAmount > 50000) Then    ExcelTextColor = Red, ReportTextColor = Red, TextColor = RedElse If (CellAmount < -50000) Then    ExcelTextColor = Red, ReportTextColor = Red, TextColor = RedEnd If

We have an excel export item that loops through several entities and uses the entity names through Loop1Variable as the output.Unfortunately, some entity names are longer than the 30 characters excel tab names are limited to.Is there a function/formula that can be used to limit the Loop1Variable to 30 characters? 

Hi,I’ve had an issue trying to use parameters to retrieve both names and descriptions of entities in Excel using a parameter.I use a Member List parameter with a filter of entities.In Excel, if I tick ‘Description’, sometimes I get only descriptions; and sometimes I get both names and descriptions, which is the desired behavior (the client wants to be able to choose entity by their names, and I need the code in the parameter to make the XFGetCell formulas work).Is there any option here I’m not aware of?I’ve found a solution, which is to create a XFBR rule that feeds a Delimited List parameter with strings including both name and description. It works fine. But I’d like to make sure I didn’t miss something obvious here.

Hi Team,Is there any update on enabling dropdown menus for multiple fields within the Table View?For example, if a user clicks a cell in the "Payment Type" field, it should display a relevant list for selection. Similarly, in the same table, the "Payment Card" field should display its own relevant list.Prior to LIM, I believe this list option was limited to a single field, achieved via the EnableStatus column functionality. However, when reviewing the LIM Tableview via Spread, it appears there is now a way to enable dropdowns for multiple fields.Could you please explain how this is achieved in LIM? Additionally, is there any documentation available on how to configure this for a user-defined tableview?Best regards,Sudhakar S

I have tried multiple ways:Literal Perameters, Column Formatting, Data formattingto try to format GridView cells.I have some decimal data coming over.  it is formatted as $#,###,0;($#,###,0);$0I cannot get it to Horizontal Align Center, Negative Text = Red. This is really agitaitng.  Trying to align my data, show Negative Values as Red.  Thank you in advanced

Our RCM Admin (not local) doesn’t have permission to update the reconciliation attributes. I read that it depends on her workflow access. Is this correct? Will she need to be a member of all of the workflow maintenance groups since she needs to be able to update any reconciliation attributes? If so, is there an easy way to add RCM Admin to all workflow maintenance groups?Thanks! 

Hi all, I've been playing with this feature for a bit and it would appear that if you've made a cube view connection to a CV that contains parameters based on "Member Dialog", those parameters don't seem to work as expected. The resulting worksheet does create a space for those parameters but in the cell where you would select your member, there is no dropdown available to open and choose.  The cell is completely blank.  Upon refresh, I am prompted for those member dialog parameters but even the result I choose is not returned to display on the sheet.  Doesn't seem to be any issues if the parameter is based on a Member Filter. Am I doing something wrong or is the use of Member Dialog parameters in Excel add-in simply not possible?  There is nothing in the existing documentation that I can find that discusses this. Attaching a screen capture of the Excel results:  

I am trying to figure out how to make the Header Format in a Cube View connected through Excel the same as the formatting when running the Cube View in Data Explorer. When I run in Data Explorer, I have a row that displays correctly as “11-50”, which is the member name description. But in Excel when I run the Cube View, that row displays as “Nov-50”. Is there way to get that to display as “11-50” when viewing the Cube View in Excel? 

Hello OneStream team,As part of IFRS 18 implementation changes, we have the following requirement.Separate P/L reports needs to be maintained as per IFRS and Non-IFRS.  Separate S/4 Account to OneStream mapping needs to be maintained as per IFRS and Non-IFRS .For point no 1, we are planning to create alternative hierarchy in OneStream and share the base accounts. based on alternative hierarchy, separate report will be created as per IFRS and Non IFRSFor point no 2, is it possible to create a separate transformation mapping rule based on time. for eg. upto 2025 period 09, it should follow the mapping as per old mapping and effective from 2025 period 10 it should follow as per IFRS.Please advise if there is any other solution to this.Regards,Gaurav

The newest release (9.1) of OneStream introduces the Alias property for just about all of the dimensions.  The only place so far where I have found the Alias as being useful is in search.  I have not been able to figure out the correct syntax to be able to use the alias in Cube Views, Quick Views or any business rule.  My guess is that we are going to have to create a custom business rule that will allow us to call the Alias name and present in a viewable format. Does anyone have an example of where they have been able to display an Alias value in a Cube View or Quick view instead of displaying the default member name and/or description?

I have a requirement to build a Cube view with 4 Years of Forecast Periods (48 Months) in rows comparing the Current Month Forecast and Previous Month Forecast (Scenarios in Columns). There is various UD Intersections exist for this comparison (Region-Cost Center-Customer-Product). I am seeing significant Performance degrade when I have the Time members in Rows. Report takes very long to render. Are there any tips and techniques that anyone could suggest having time members in rows with improved render time? Or is this not a good practice and should be avoided?

What is your company’s policy for retaining monthly, quarterly and annual data in OS in historical hierarchies?Knowing history changes when you move entities around the hierarchy, I'm looking to see how other companies handle this. Appreciate your input - thanks!

I would like to enhance our RCM / Account Reconciliation to support a more flexible and admin-controlled mass data load or mass updates capability using an excel or csv template.For large organizations, reconciliation information may need to be maintained across many entities, accounts, workflows, and periods. Manually updating records one by one can be time-consuming, especially during close or post-close review.Useful mass update areas could include reconciliation attributes, required fields, risk/frequency classifications, preparer/approver ownership, due dates, comments, and other reconciliation details.It would also be helpful for the process to include validation, downloadable error reporting, security controls, and an audit trail of loaded/updated records.This would improve efficiency, reduce manual effort, and support better control and audit visibility for larger RCM deployments.Thank you.

We are using v8.5 and inserting document variables into our Word document from a Named Range in a spreadsheet using the merge format option:{DOCVARIABLE "{XF}{Application}{File}{Documents/Public/Extensible Documents/Performance Reporting/MPR.xfdoc.xlsx}""ExcelNamedRange=CapInvGrp"\* MERGEFORMAT}The tables are formatted in Excel with column widths, shading, borders, numbers formats.In the Word document, we apply styles to these tables to correct the row height and spacing. One style applies to the headers (left aligned) and another to the value cells (right aligned).When an artefact is refreshed, the formats are maintained and shown correctly for all but the very last cell in every table, which reverts to the "Normal" style:The number style is set up with the “Style for following paragraph” option as the same style.Any idea why this happens and how we can correct it?  Alternatively, is there a better way to force the row spacing in the Word tables without losing it on refresh?