Recent Discussions
Refreshing an emailed spreadsheet
We just upgraded from 8.4 to 9.0, and almost certain before we could email a spreadsheet with XF functions and immediately refresh the spreadsheet with button in the ribbon when already logged in. Now the Refresh Sheet button is grayed out, and now you have to "save as" the spreadsheet then refresh because the spreadsheet is in "read only" mode. I'm trying to decide if it changed with the upgrade, or if one of the Preferences settings affect this, or if we are just not remembering correctly. Any ideas or are we just wrong?johnal676 days agoContributor13Views0likes0CommentsSQL 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!Shivangi7 days agoNew Contributor III15Views0likes0CommentsHow 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?SikandarHamid15 days agoNew Contributor II25Views0likes0CommentsGraph 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 monthnupur17 days agoNew Contributor16Views0likes0CommentsPreserve formatting in a Quick View
Hi everyone Is there a way to preserve formatting in a Quick View (not Cube View) in Spreadsheet or Excel Add-in on certain row levels? E.g. Font colour for base members = Blue. With Cube Views in Spreadsheet or Excel Add-in you can highlight the levels and assign Styles but this is not available in Quick Views, only in certain sections of the Quick View grid, e.g. Primary Style, Upper Left Style, Row Header, Column Header Style and Data Style. I noticed in the 8.5.1 version documentation that this option is available when you create a new Quick View, but not in the 7.4 version we are using: Regards JohanJohan25 days agoNew Contributor17Views0likes0CommentsOneStream Report not Tying Back to Trial Balance
Hello, I have recently uploaded the May'25 Trial Balance into OneStream and one of my reports is reporting a line item as $5 more than what the Trial Balance says it is. This particular line item is driven by a single account so the report is set up to say whatever is in account XXXXX, generate that on the report. Any suggestions as to why the report is off by $5??emma_gore31 days agoNew Contributor7Views0likes0CommentsIn Sheet Action Buttons Disappearing/Greyed Out
Good afternoon, I was wondering if anyone has had the issue of In-Sheet Action Buttons turning grey and not working within the excel add in. The environment is 8.5.1, using the 64 bit version of excel, and has the updated excel add in. When using the in sheet actions within the spreadsheet tool, there are no issues with the Buttons and the DM steps run as expected. When opening up in Excel, the first button is greyed out and does not initiate any tasks, while the green button still works. If anyone has any resolutions, I would appreciate it. Thanks, BenBenEppel2 months agoNew Contributor III17Views0likes0CommentsNavigation Buttons and Links
Hi, I'm trying a landing page dashboard where I can put buttons that go to various locations, both inside OneStream and outside OneStream. Some of these links will be to files in the box or SharePoint, and some will be to other Tableau dashboards. I'm struggling to figure out how to create the Navigation Argument so i can select it with my button component. Where do I go to build one? Is there a blog post or article on this?matthewsb4192 months agoNew Contributor II25Views0likes0CommentsDynamic Point Label Format for Advanced Chart
Hello, We are currently creating a series of dashboards at my team and have primarily used Chart (Advanced) components as these fit our needs the most closely. However, one limitation we have come across is that sometimes it's more fitting to have the Point Label Format in thousands and sometimes in millions. Is there a way to make the component decide which format to use automatically? I suspect that it might be possible considering you can do the following to handle negative values and hide zeros: {V:0,,M;(0,,M);''} I was thinking one might be able to do something similar for different magnitude values. Thanks in advance!mireles2 months agoNew Contributor III29Views0likes0CommentsDynamic Calc UD8 Dimension to Filter Account Dimension?
Is it possible to create a dynamic calc UD8 dimension, that then filters down the members on the Account dimension at a base level? (and if so, how?) For example, within the Account dimension, I have Member A, Member B, Member C and Member D. Can I create UD8 dimensions of "Group 1" and "Group 2" where if Group 1 is selected, it filters down Account to only show Member A and Member B. And if I choose Group 2, it filters Account to only include Member C and Member D. I know this can be accomplished with an alternate hierarchy on the Account dimension but just checking to see if this can be done alternatively. Thanks in advance!AC2 months agoNew Contributor14Views0likes0Comments