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Jacky_C's avatar
Jacky_C
New Contributor III
3 years ago
Solved

Dynamic row header text based on another dimension in the member filter

Hi there, I am new to OneStream and would like to know is there any functionality to achieve below report output. I have two sections in my reports, the first section would be a header displaying w...
Cube View
  • Noemi's avatar
    Noemi
    3 years ago

    Hi Jacky,

    You can use row overrides in your column, in my example I have used two different accounts (you can have up to four using the overrides):

    I hope it helps.

JackLacava's avatar
JackLacava
Icon for OneStream Employee rankOneStream Employee
3 years ago

This is one approach, there are likely more.

First, set the Account in the CV PoV:

Create two rows:

Put the top or parent UD in your first row, pointing the header text to the POV Account:

The second row will have your UD expansion:

Result:

The only drawback of this approach is that the icon will point to UD2 on all rows; but this is not a problem if the CV will only be consumed as Excel or Report.

 

 

Jacky_C's avatar
Jacky_C
New Contributor III
3 years ago

Hi - thanks for your suggestion and demonstration. It works perfectly when there is only one account used in the cube view. I am able to produce several reports with your method. Thanks a lot for the help.

But if we have a report with multiple accounts (e.g., all expense accounts breakdown by cost centers), I cannot set the accounts in cube view POV. I wonder is there another approach for this scenario?

Also, is it possible to have some rows display in cost centers while some rows display in product dimension? Thank you so much for the help.

 

Best,

Jacky