Recent Discussions
SQL Table Editor Dynamic Drop down
Hi Community, I have a question. I'm working with a SQL table editor and need to implement dependent dropdowns. Specifically, based on the value selected in the first column, I want the second column to display a corresponding set of dropdown options. Is this possible to achieve? If so, could you suggest any approach that can help me implement this functionality? Thank You!Shivangi4 hours agoNew Contributor III3Views0likes0CommentsWfTime parameter not working in SQL table editor
Hi everyone, I'm currently working on a dashboard that, through the use of a SQL table editor, will show data stored in a table. Below an example of one row from that table: The interface of the SQL table editor allows me to filter the data to show only specific rows, and I added a filter for the columns T_ENTITY and PERIOD: The first filter (T_ENTITY) works as expected. The second filter should filter out those rows in the table whose Period differs from the one selected by the user in the WF. Nevertheless, if I use |WFTime| as parameter, it doesn't show any row, even those that have the same Period as the WF. If I instead replace |WFTime| with the static period (es 'PERIOD = '2022M11'), it works fine. The conclusion I take is that |WFTime| is not equal to the current WF period. To check that out, I added the following label to the dashboard header, setting its value equal to |WFTime|: and it shows exactly the current WF period: Is it possible that the parameter |WFTime| does not work as a filter for a SQL table editor? Or am I missing something? Thanks in advance for the help!fc2 days agoContributor100Views0likes2CommentsAutomating Consolidated Financial Reporting with OneStream
Hi everyone, We currently use OneStream to prepare our consolidated financial statements in Excel, using retrieves linked to OS. But in the end, we still manually copy everything into Word to build the final report. We’d like to automate this process as much as possible to reduce errors and save time. We need to include notes and commentary under certain tables, so Word is our preferred format. Is this kind of automation possible directly in OneStream? If not, what tools are you using to produce your final reports? Any best practices or recommendations would be much appreciated! Thanks in advance for your responses!Solved77Views0likes2CommentsHELP! Microsoft excel is waiting for another application to complete an OLE action after 8.5 Upgrade
Hello Experts, We have a few users that are getting below error while trying to close Excel windows after OneStream upgrade. Error text "Microsoft excel is waiting for another application to complete an OLE action" Can someone share any insights or guidance on resolution here? Regards, NDNirmal_Daswani7 days agoNew Contributor II230Views1like12CommentsCustom Validation Before Saving Cube View Data
Hi Community, I have a dashboard that includes a Cube View and a button with the "Save Data for All Components" action. Users enter data directly in the Cube View and click the button to save. I’d like to implement a custom validation step before the data is saved. Specifically, I need to calculate the sum of four specific accounts, and if the total is not zero, I want to prevent the save operation and show an error message to the user. Is there a recommended way to intercept the save action and apply such a validation check? Any guidance or best practices would be appreciated. Thanks in advance!Rizil8 days agoNew Contributor II46Views0likes2CommentsHow can I become a Advanced User of Member Filter Builder in QuickView
I am a Financial Planner and Analyst and My Organization use OnStream. I want to understand better how to extract the data for Multiple scenarios (act, fcst, budget, py) using Member filters, variables understand workflows, and parameters?SikandarHamid8 days agoNew Contributor II22Views0likes0CommentsGraph and Charts in OneStream
Hello I have a query regarding Graph editing in OneStream I wanted to know how we can edit the graph in OS. Eg: The client has a waterfall chart built for the EBIDTA and they have the previous 2 years comparison as well. However the October and Nov month shall start from the start point 0 similar to Sept Month whereas currently they start where the previous moth ends. Also the colour of the bar for Oct and Nov shall be Blue similar to Sept and Dec monthnupur10 days agoNew Contributor16Views0likes0CommentsCube View showing amounts loaded into plug account during consolidation
Hi all, I recently launched the consolidation process for my client, and the amount under the plug accounts is unusually high. I would need to develop a cube view showing, for each account in the rows, the amount that was loaded into the corresponding plug account during the consolidation process. Is there a way to do that? Thank you in advance!Solvedfc11 days agoContributor40Views0likes4CommentsExporting DataManagement file to a folder other than the user folder
Hi Is there a way to change the path of the folder within the "File Share" so that it would be possible to save a file generated by Data Export step from a Data Management job to a folder other than DataManagement->Export_"MyFolderName" ? Say for example I want to save the file to a folder under Groups->Everyone->"Specific Folder to be Saved" Would like to do this without using the file transfer step in the DataManagement, since the file is large. thanks Kumarkumar11 days agoNew Contributor II19Views0likes1Comment