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Keep freeze panes with excel book
Originally posted by Chris Matthews We are able to freeze panes with a cube view export straight to excel but when the same cube view is used in a book the freeze panes is lost. Is there a setting or way to keep the freeze panes?OSAdmin11 hours agoValued Contributor II1.5KViews3likes4CommentsRow Formula is overring Ud8 Calc
Hi Team, In our report we are having multiple formula's in row and columns (Can't apply the row or column overrides). So, have created a UD8 Dynamic calc. though after applying the UD8 member in column, row formula is overring the UD8. Can please help us to resolve the issue.ShivaPrasad13 hours agoNew Contributor III8Views1like2CommentsWorkflow Certified Status with User Details
Hi Team, We have a requirement like, Finance team wants to have one report with the details of Workflow Status, who certified the respective entity (name of the user) along with certification time stamp. used the below Dash Board data set rule. followed the below steps to get the grid view Attached the Business rule to Data Adapter Attached the Data Adapter to BI Viewer. But here i am getting two certified status for the entity. we need the latest certified status. can you please help us to resolve this. Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine Namespace OneStream.BusinessRule.DashboardDataSet.WF_Certification_Status Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) As Object Try Select Case args.FunctionType Case Is = DashboardDataSetFunctionType.GetDataSetNames Dim DSnames As New List(Of String)() DSnames.Add("GetWFStatusandCertificationF") Return DSnames Case Is = DashboardDataSetFunctionType.GetDataSet If args.DataSetName.XFEqualsIgnoreCase("GetWFStatusandCertificationF") Then Return GetWFStatusandCertificationF(si, args) End If End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function Private Function GetWFStatusandCertificationF(ByVal si As SessionInfo, ByVal args As DashboardDataSetArgs) As DataTable Dim WFTable As New DataTable("WFSTATUS") Dim CertTable2 As New DataTable("WFCertSTATUS2") Dim CombinedTable As New DataTable("CombinedWFandCertStatus") CombinedTable.Columns.Add("ProfileKey") CombinedTable.Columns.Add("ProfileName") CombinedTable.Columns.Add("ScenarioName") CombinedTable.Columns.Add("TimeName") CombinedTable.Columns.Add("StatusText") CombinedTable.Columns.Add("LastExecutedStepStatus") CombinedTable.Columns.Add("LastExecutedStepTimeUTC") CombinedTable.Columns.Add("LastExecutedStepTimeEST") CombinedTable.Columns.Add("SignOffState") CombinedTable.Columns.Add("UserName") CombinedTable.Columns.Add("TimeStamp") Dim WFName As String = "ASIA" Dim WFScenario As String = "Actual" Dim WFTime As String = "2025M1" Dim methodTypeId As String = XFCommandMethodTypeId.WorkflowStatus Dim resultDataTableName As String = "WFSTATUS" Dim methodQuery As String Dim customSubVars As New Dictionary(Of String, String) brapi.ErrorLog.LogMessage(si,"1") methodQuery = "{" & WFName & "}{" & WFScenario & "}{" & WFTime & "}{AllProfiles}{Descendants}{ProfileName like '*.Confirm*'}" 'methodQuery = "{" & WFName & "}{" & WFScenario & "}{" & WFTime & "}{'%Confirm_Certify'}{Descendants}{ProfileName like '*.Confirm*'}" Using dbConnApp As DBConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) WFTable.Columns.Add("ProfileKey") WFTable.Columns.Add("ProfileName") WFTable.Columns.Add("ScenarioName") WFTable.Columns.Add("TimeName") WFTable.Columns.Add("StatusText") WFTable.Columns.Add("LastExecutedStepStatus") WFTable.Columns.Add("LastExecutedStepTimeUTC") WFTable.Columns.Add("LastExecutedStepTimeEST") Dim objDataSet As DataSet = BRApi.Database.ExecuteMethodCommand(dbConnApp, methodTypeId, methodQuery, resultDataTableName, customSubVars) 'Dim FilterData As Datarow() = WFTable.Select("ProfileKey", "ProfileName","ScenarioName", "TimeName", "StatusText", "LastExecutedStepStatus","LastExecutedStepTimeUTC","LastExecutedStepTimeEST Desc") For Each row As DataRow In objDataSet.Tables("WFSTATUS").Rows WFTable.Rows.Add(row.Item("ProfileKey"), row.Item("ProfileName"), row.Item("ScenarioName"), row.Item("TimeName"), row.Item("StatusText"), row.Item("LastExecutedStepStatus"), row.Item("LastExecutedStepTime"), row.Item("LastExecutedStepTime")) Next ' For Each row As DataRow In FilterData ' WFTable.Rows.Add(row.Item("ProfileKey"), row.Item("ProfileName"), row.Item("ScenarioName"), row.Item("TimeName"), row.Item("StatusText"), row.Item("LastExecutedStepStatus"), row.Item("LastExecutedStepTime"), row.Item("LastExecutedStepTime")) ' Next End Using brapi.ErrorLog.LogMessage(si,"2") methodTypeId = XFCommandMethodTypeId.CertificationForWorkflowUnit methodQuery = "{" & WFName & "}" & "{" & WFScenario & "}" & "{" & WFTime & "}" & "{True}" & "{}" Using DBConnAppForCert2 As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) CertTable2.Columns.Add("ProfileKey") CertTable2.Columns.Add("ScenarioKey") CertTable2.Columns.Add("TimeKey") CertTable2.Columns.Add("SignOffState") CertTable2.Columns.Add("UserName") CertTable2.Columns.Add("TimeStamp") Dim objDataSet As DataSet = BRApi.Database.ExecuteMethodCommand(DBConnAppForCert2, methodTypeId, methodQuery, "WFCertSTATUS2", customSubVars) For Each row As DataRow In objDataSet.Tables("WFCertSTATUS2_SignOffGroups").Rows CertTable2.Rows.Add(row.Item("ProfileKey"), row.Item("ScenarioKey"), row.Item("TimeKey"), row.Item("SignOffState"), row.Item("UserName"), row.Item("TimeStamp")) Next End Using brapi.ErrorLog.LogMessage(si,"3") For Each wfRow As DataRow In WFTable.Rows Dim profileKey As Object = wfRow("ProfileKey") Dim certRows As DataRow() = CertTable2.Select("ProfileKey = '" & profileKey.ToString() & "'") For Each certRow As DataRow In certRows Dim newRow As DataRow = CombinedTable.NewRow() newRow("ProfileKey") = wfRow("ProfileKey") newRow("ProfileName") = wfRow("ProfileName") newRow("ScenarioName") = wfRow("ScenarioName") newRow("TimeName") = wfRow("TimeName") newRow("StatusText") = wfRow("StatusText") newRow("LastExecutedStepStatus") = wfRow("LastExecutedStepStatus") newRow("LastExecutedStepTimeUTC") = wfRow("LastExecutedStepTimeUTC") newRow("LastExecutedStepTimeEST") = wfRow("LastExecutedStepTimeEST") newRow("SignOffState") = certRow("SignOffState") newRow("UserName") = certRow("UserName") newRow("TimeStamp") = certRow("TimeStamp") CombinedTable.Rows.Add(newRow) Next Next brapi.ErrorLog.LogMessage(si,"4") Return CombinedTable End Function End Class End NamespaceShivaPrasad15 hours agoNew Contributor III46Views0likes4CommentsDashboard in Report
Hi I tried to put Dashboard in Report (Onestream Book) but not able to see any dashboard details in the book. Its dashboard report is stage data filtered. Also, can we add the dashboard in excel Book ? Can you please help me with the parameter?Shub2 days agoNew Contributor III18Views1like2CommentsRefreshing 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?johnal674 days agoContributor12Views0likes0CommentsWfTime 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!Solvedfc4 days agoContributor113Views0likes3CommentsSQL 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!Shivangi5 days agoNew Contributor III14Views0likes0CommentsTime - Prior11 -- newest to oldest
Is there a way to pull time in newest to oldest? T#|CVTime|.Prior11 ---- Pulling M4 on an Oct - Sep 2025 calendar. This will pull Feb 24, Mar 24, Apr 24, May 24, Jun 24, Jul 24, Aug 24, Sep24, Oct 25, Nov 25, Dec 25. How do I pull the opposite - Dec 25, Nov 25, Oct 25, Sep 24, Aug 24, Jul 24, Jun 24, May 24, Apr 24, Mar 24, Feb 24?09188 days agoNew Contributor II6Views1like1CommentAutomating 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!Solved83Views0likes2Comments