11-27-2023 12:12 PM
11-27-2023 01:06 PM
To add a chart or graph in OneStream, you will need to do it through a dashboard component such as one of the following:
11-27-2023 01:36 PM
I dont have those "chart" add-on feature's (still need to be installed). Is there any other option to add it?
11-27-2023 01:53 PM
There is nothing to "install". You can access or set up a new chart by following these steps:
More info can be found on OneStream Navigator or various courses on Dashboarding.
11-27-2023 02:02 PM
Sorry, I dont see "Create Dashboard Component" in the options below: Did I miss it?
11-27-2023 02:09 PM
You need to be inside a DMU (Dashboard Maintenance Unit) and then this button will NOT be greyed out:
11-27-2023 02:15 PM
That worked! thanks! I chose the feature, "Charts Advanced" can you guide me where I go from here?
11-27-2023 02:36 PM
The next steps would be to:
For any more info you will want to go to OneStream Navigator or attend one of the advanced dashboarding courses that gets in to setting up charts and graphs.
11-27-2023 03:09 PM
Thanks! I dont know how to set up a data adapter so maybe an advanced course will work. How often do those courses happen?
11-28-2023 09:37 AM
Please visit the OneStream Training link here to see offerings:
11-28-2023 02:45 PM
I'd also suggest the new Dashboards book. On some things it's a bit more up-to-date than the courses, at the present time - although the Dashboards and BiBlend classes do cover Data Adapters a bit more in depth than the book.