Recent Discussions
Excel Extract from SQL Table Editor
Hi Team, Is there any way to extract the SQL Table Editor to an Excel File? Currently I have a SQL table editor with multiple pages and the default extract method by right clicking on the column/rows is just extracting one page. Is there a way to extract the full table into an excel file? Thanks.Save Offline Copy
I'm getting the below error message regarding location when trying to save a file with multiple XFGetCell formulas offline. I've updated my preferences that an earlier question showed as a solution and refreshed the workbook (again) before attempting to save...but am unable to save the file without the formulas. I've tried directly to my desktop, various folders, where downloads go.... I can't find an acceptable location. Any help would be appreciated.
Export Cube View to Report Format?
Does anyone know if there is an api to export a cubeview to a report format, similar to how BRApi.CubeViews.Process.ExportCubeViewGridsToExcelFile can be used to export a cubeview to Excel via code? I want to get rid of the menu options so users can not use the normal save button but instead a custom dashboard save button. However, I need to find a way to replicate the export options that will also be removed. Thanks.
Actuals Adjustment
How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream? Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!
Error exporting Cube View to Excel/PDF when using CVRC
Hi, I’ve created a cube view containing a Row Override GetDataCell CVRC formula that is throwing an error when exported to Excel or PDF. I believe it’s because I’m using CVRC which requires the use of an index which Excel/PDF don't know how to handle. I’ve tried simple GetDataCell formulas and they all export fine. I’ve read that this can happen when Excel doesn’t know how to handle the index but the formula doesn’t calculate without the index. Has anyone experienced this and how did you resolve it? Would it work if the calculation was done via business rule instead? Below are screenshots from the desktop app and Excel, as well as the row override formula
Looking for Input: XFGetCell vs. Cube Views in Excel
Hi everyone, I’m looking to get some input from the community on Excel-based reporting in OneStream. In your experience, which format has proven to be more efficient and reliable: XFGetCell formulas or Cube View connections? The reason I’m asking is that we use OneStream reports to feed data into Excel workbooks, and we’re getting recurring feedback from users about performance issues—slow refresh times and, in some cases, Excel crashing. For context, these workbooks usually contain multiple tabs and often include a mix of: Cube View connections Quick Views XFGetCell formulas (used when a specific layout is required) Our goal is to better advise users on the best reporting approach. So far, it feels like this mixed setup is becoming heavy and is negatively impacting the user experience. If you have any best practices, lessons learned, or tips on what works best (and what to avoid), I’d really appreciate you sharing them. Thanks so much in advance! Eve
Task Manager Dashboard Configuration
I have to create a task manager build that does not include weekends in the duration. We have tried adding the weekends to holiday profiles and excluding them from the explicit day map, but the duration will always include the weekends. Right now, I have due dates on weekends an holidays even when calling them out in the Holiday Profile and setting each one with an offset of 1. Is there a work around for this or any other solution to have the durations skip weekends/ due dates not be due on weekends or holidays?
Narrative Reportings Extensible Docs
Hi, I need to provide a demo for a customer who is exploring using Narrative Reporting. I am using the Termplate to create the Root/Section/Document structure. Can anyone provide me with the Extensible docs that are associated with the template and imported into NR? Displayed in green below: It would save me a lot of time and effort. Many thanks Guy
