Reporting

Hi,Is there a way to display account descriptions in an extensible document (Word) without using cubeviews?For stored values on accounts it´s quite simple using the XFCell function, also parameters can be displayed as text easily, but I have not found a way to display the account description so far!RegardsMartin

I have the following dashboard i version 9.1:When pushing a line (1) it automatically updates total on right side (2) and specification on entities (3).I has been made with links to cube view and 5 dashboardsAnd a redraw of the right side when action  Version 9.4 Desktop:Without any physical action it is continuously updating every second. I can not get out of the loop/dashboard.Version 9.4 browser:With a click on a flow it updates and create the entity specification. But ½-second later it jumps back to the starting point.          

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?

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. 

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

Hello, we have a few U8 members - vs Budget, vs PY etc. and are paired with V#VarianceExplanation member in our cube views for the users to enter commentary. We now have a requirement to present all that commentary in a grid view or some sort of report output rather than just the cube view. Is it even possible to bring in members like VarianceExplanation, Annotation etc. into OneStream’s reporting? I tried building a simple BIViewer grid with no luck, so any inputs are highly appreciated. Thanks!

Hi All,I would like to unsuppress the member names of cube view (in rows) but could not find this option which normally we have it in the preferences for quick viewIs there a way to populate member name for all the rows?

Hi Folks,I am trying to make sense of an intercompany plug account balance that is consolidating itself to the top of the entity hierarchy. Technically using the default (out of box) consolidation that OneStream offers ; this shouldn’t be happening and the plug account should be zero. can someone point me to why there is a plug account balance at the first common parent level ? Shouldn’t this completely eliminate itself and plug account should be zero: Intercompany transactions between company X and Y, both I/C entities and Account 3200/3100 are also i/c True accounts with the same plug account present in metadata balance sitting in the plug account when viewed by company Y and then at the common parent level for both entities.my conundrum is why PLUG account is carrying this balance ,when it should have been completely eliminated at the 1st common parent. Does anyone know why this could be happening?

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!  

We recently upgraded from V7.4 to V9.1 and we’re seeing an issue with the Excel Add-In. A small group of users (about five) are unable to use the Drilldown feature (the option is completely greyed out), while the rest of our users can access it without any issues. All users have been upgraded to the 9.1 Excel Add-In and every other function appears to be working correctly. Has anyone else run into this? Any ideas on how to fix it?

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

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!!

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? 

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

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!