Recent Discussions
BI Viewer Pie Chart Labels Not Displaying Properly in Dashboard – Any Workaround?
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!Text Field - Default Format When Rich Text
Is there a way to default the format in a text box where rich text is allowed to something other than Calibri? it remembers the state of the component when I open a dashboard change it, save, and close the component but when I create new items from the dashboard the new items that get always default to Calibri.
Cube Views in Extensible Doc Arguments
Hi - Is there a consolidated list of available arguments that can be used when pulling a cube view in an extensible doc? This is the default value/example when inserting: "{XF}{Application}{CubeViewReport}{MyCubeView}" "Argument1" "Argument2" A populated example would be: "{XF}{Application}{CubeViewReport}{CubeViewName}" “IncludeReportMargins=False” “IncludeReportHeader=False” “IncludeReportFooter=False” “IncludePageHeader=True” “IncludePageFooter=True” Just trying to figure out if these are the only ones or if there are others since I'm having some trouble with getting it to display the way I wanted. Thanks!
Probably Passing Custom UD8 on Drilldown
I have a source cube view that has a column for actuals, budget, and then actuals versus budget. Actuals versus Budget is just a simple GetDataCell(CVC(Co1) - CVC(Col2)). However, there's a need from our business partners to be able to drill down into the variance for Entity.Base (source cube view is just Entity). My original attempt (Attempt #1) was to create a DynamicCalc UD8 to take S#Actuals - S#Budget but we have a handful of custom Accounts (A#) that aren't playing well with this approach. However, for the accounts that do work the drilldown is working perfectly. My next attempt (Attempt #2) was to create a non-DynamicCalc UD8 (TestUD8) and keep the GetDataCell column on the source cube view but tagged :U8#TestUD8. The problem I'm running into with this method is that the TestUD8 isn't getting passed to the linked cube view? And I don't know why? I have Attempt #1 and Attempt #2 side-by-side on the same cube view and Attempt #1 will pass the custom UD8 to the linked cube view but Attempt #2 just passes None. 95% of the source cube view can be successfully drilled down on but it's the Variance column that's giving me fits. Hoping someone can give me some guidance.
Worflow form tracker
Hello, We are looking to create a form tracker that provides a global overview of the progress across all our entities, do you know if this is possible ? Headers = All our entities Rows = all of our forms Data = Text to see if the form is complete Thank you in advance for your help, Regards, Antoine
Micro Courses - Genesis
Hi, I see a lot of micro courses of genesis but I could not see any documentation on the sequence to take them in order not to get confused. Does anyone has any suggestions? Creating a Genesis Instance Administering Genesis Branding the Genesis User Interface Building a Reporting Analysis Dashboard in Genesis Building a Form Using Genesis Building a Report with Commentary Using Genesis Building the Structure of a Genesis Instance Genesis Overview and Installation (I assume this should be the starting point) Foundation series - OneStream Genesis (Starting point? or is it out dated?)
RCM Child Balance Report
Hello, We need an RCM report to tie recon balances back to OneStream for audit purposes. Has anyone created or knows how to build a report showing balances for child recs (without the balance for the associated recon) and balances for recons that have no child recs? The rcm database tables aren't very intuitive and a little guidance would be a huge help! Thanks!Extensible Documents Cubeview margins
Hi Everyone!, I have been unable to set margins in a cubeview in a extensible document. Even though, the report margins in the cubeview settings are set and the argument IncludeReportMargins is set to true as can be seen in the attached images. But no margins are shown. Thanks for you help.
Excel add-in: Save offline version not working
I have a client who is trying to save an offline version of some of their excel reports in order to share them with their auditors. First they open the spreadsheet, refresh the workbook, then select the "Save Offline Copy" feature from the OneStream ribbon bar. Second, they close the original spreadsheet, then attempt to open the "offline" version. What appears is a series of #VALUE! where there should have been offline data. Has anyone else out there encountered this? Is it a known bug? Is there any type of work-around? The client does not want to use excel's copy-paste value feature because there are excel (non-OneStream) formulas such as "SUM" that they want to preserve. Any ideas, suggestions, or information would be much appreciated. Thank you,
How to merge column headers in Cube View 8.4 - MergeAndCenterColumnHeaders not working
Hi, I'm using OneStream 8.2 and trying to merge 3 column headers (Forecast, Budget, Var) under one "|!Entity_Selection!|" header. I've tried Setting MergeAndCenterColumnHeaders = True in Column properties The merged header is not appearing. Has anyone successfully merged column headers in version 8.4? What am I missing? Thanks! Output required:
