Recent Discussions
Numerical Order: Cube View Accounts (MFB)
Hello, Is there a way to sort accounts in numerical order using the member filter builder? Need to see trial balance in numerical order based on account name (i.e. A#12345, A#98765, etc) using the hierarchy. It would help as well if we could apply alphabetical sorting as well for the accounts which start with names. (i.e. Investment Other, Autos, etc). Thank you in advance,Retrieve Parent property
SOURCE: ONESTREAM CHAMPIONS Hi All, I am trying to find a way to create a report that shows the Entity and the Parent in a column next to it. I tried to do this by using the functions =XFGetMemberProperty() and =XFGetRelationshipProperty(), both returns an error when I try. =XFGetRelationshipProperty(“Entity”,"",B15,“Parent”,"","") returns “#ERROR: Parent” =XFGetRelationshipProperty(“Entity”,B16,"",“Parent”,"","") returns “#ERROR: Member Name” =XFGetRelationshipProperty(“Entity”,B17,"",“Parent”,“ACTUAL”,“2021M1”) returns “#ERROR: Member Name” =XFGetRelationshipProperty(“Entity”,B4,B5,“Parent”,"","") returns “#ERROR: Parent” =XFGetMemberProperty(“Entity”,B13,“Parent”,“Finance”,“Actual”,“2021M1”) returns “#ERROR: Finance” =XFGetMemberProperty(“Entity”,B14,“Parent”,"",“Actual”,“2021M1”) returns “#ERROR: Parent” =XFGetMemberProperty(“Entity”,B14,“Parent”,"",“Actual”,“2021M1”) returns “#ERROR: Parent” =XFGetMemberProperty(“Entity”,B11,“Parent”,"","",“2021M1”) returns “#ERROR: Parent” =XFGetMemberProperty(“Entity”,B12,“Parent”,"","","") returns “#ERROR: Parent” as a reference, I tried the same function on “currency” and that works. =XFGetMemberProperty(“Entity”,B21,“Currency”,"","","") returns “EUR” I am assuming that the complexity lies in the fact that the parent could vary in time (?) . I hope some body can help on this thanks. Phil
Force Excel to store the source number (no scaling) when CV is exported
Hoping someone out there has some ideas on how to make this work... Let's say we have a cube view containing a parameter that allows the user to select a scaling option (millions, thousands or no scaling). The results of the parameter are stored in the CV's default CellFormat. Currently, when the CV is run and exported to Excel; regardless of the scaling selected by the user, the display in Excel is in thousands and Excel stores the entire number (unscaled). For example - if scaling selected is millions: If the number is 345,773,247.11; it displays in the CV as 346, it displays in Excel as 345,773 (but the stored number shown in the formula bar is the correct source value: 345,773,247.11). In other words, regardless of whether user selects thousands, millions or no scaling.... Excel displays as thousands and stores the correct number. If I try to change the Excel format to display in any other way (i.e. millions), it will store the scaled value based on the format and no longer stores the full number. This happens even if I force ExcelUseScale=False. The goal in this exercise is to figure out a way to "display" the exported CV in Excel exactly as it appears in the cube view but still retain the whole number. Using the above example, I would like to see this result: CV Displays 346 Excel Displays 346 Excel stores 345,773,247.11 Is this even possible? I have tried multiple ways to make this work including manual formatting, XFBR, parameters, etc., but I still can't determine the exact combination of formatting options that will result in what I want to see. Would love to hear if anyone has found a way to accomplish this. Thanks
XFGetMemberProperty
Hi Team, How does XFGetMemberProperty works in Excel AddIn? The fields in the formula I have are - MemberNameorScript PropertyName VaryByCubeTypeName VaryByScenarioTypeName VaryByTimeorTimeDimProfileName I want to pull the properties for Text 1 to Text 8 from OneStream Production for Entity, for different Time Periods like Default, 2023, 2024 and 2025. Now the properties I pulled at Default are giving correct result. But when trying to pull at year level like 2023, 2024 and 2025, I am not getting the correct data. It is only showing the data present at Default. But in OneStream Prod, I do have data in 2023, 2024 and 2025 for the Text Tags. In my formula, I was setting VaryByTimeorTimeDimProfileName = "2023". And so on for 2024 and 2025 I am getting the same thing for XFGetMemberPropertyVolatile formula as well. In OneStream my year values are stored in 'Stored Property Value' Can someone please help me here ?
Populating Future period in a Cube View
Hello, I'm trying to create a cube view that grabs actuals from People Planning and populates the future periods with the latest month of actuals. e.g. in M3, M1=M1 Actuals, M2=M2 Actuals, M3=M3 Actuals, M4-12=M3 Actuals. I need this in a cube view because we need to be able to show the data in both local currency and USD. People Planning is currency agnostic. I tried this directly querying XFW_PLP_Plan with SQL and a biViewer, but ran into the problem of not being able to bring in FX rates. I can only show local currency. Has anybody done this or have any ideas? Perhaps something with UD8? Perhaps there is something simpler I'm overlooking? There is SO much to learn with OneStream and I know I'm only scratching the surface.Consolidated Annotations
Hi. Is it possible to make annotations in the UD1 dimension and have them roll up to the respective legal entity (at consolidated level)? A challenge I'm facing is that only specific base members under the UD1 dimension reference the legal entity in the text field. How can I manage this so that only the relevant regions (that reference legal entities) contribute to the commentary at the consolidated level?
How can I wrap V#Annotation text in a column?
Hi all! How can I wrap V#Annotation text in a column? Right now the reporting is not the most user friendly so we're wondering how to show it better. It looks like there were some suggestions from three years (Maximum characters for Annotation | OneStream Community) ago but wondering if we've made any progress on this issue since then :) Thank you! -Nicole
