Recent Discussions
Dashboard 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?Shub21 hours agoNew Contributor III17Views1like2CommentsRefreshing 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?johnal673 days agoContributor10Views0likes0CommentsWfTime 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!Solvedfc3 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!Shivangi4 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?09187 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!Solved83Views0likes2CommentsHELP! Microsoft excel is waiting for another application to complete an OLE action after 8.5 Upgrade
Hello Experts, We have a few users that are getting below error while trying to close Excel windows after OneStream upgrade. Error text "Microsoft excel is waiting for another application to complete an OLE action" Can someone share any insights or guidance on resolution here? Regards, NDNirmal_Daswani10 days agoNew Contributor II234Views1like12CommentsCustom Validation Before Saving Cube View Data
Hi Community, I have a dashboard that includes a Cube View and a button with the "Save Data for All Components" action. Users enter data directly in the Cube View and click the button to save. I’d like to implement a custom validation step before the data is saved. Specifically, I need to calculate the sum of four specific accounts, and if the total is not zero, I want to prevent the save operation and show an error message to the user. Is there a recommended way to intercept the save action and apply such a validation check? Any guidance or best practices would be appreciated. Thanks in advance!Rizil11 days agoNew Contributor II47Views0likes2CommentsHow 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?SikandarHamid12 days agoNew Contributor II25Views0likes0Comments