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
Cubeview: Cell type Date Format
Hi everyone, In my CubeView I have a cell defined with the Date data type and I would like to force its display using the number format dd/MM/yyyy, However the format never changes and is always displayed as MM/dd/yyyy, probably due to the US culture settings. Do you know if it is possible to override this behavior? I assume it should be since multiple date formats are available. Thanks, Nicolas
Cube View : Top10 Business- One member above the base hierarchy
I need assistance in selecting the immediate parent of a base member. Currently, I am using a Business Rule (BR) to identify the Top 10 Business, but I am unable to retrieve the correct members. My requirement is not to select the base members themselves, but rather the member directly above each base member in the hierarchy. Scenario: I am using the following formula to select U6#Top_Business.Base.options. However, instead of retrieving the base members, I need to capture their immediate parent. Is there a member filter formula available that can achieve this? U6#Root.CustomMemberList(BRName = -----, MemberListName = Ranked, RankType = Top, RankCount = 10, LoopMemberFilter = [U6#Top_Business.Base.options(Cube=Main_Cube, ScenarioType=Actual, MergeMembersFromReferencedCubes=False)], DataCellToRankMemberFilter = Cb#Main_Cube:E#Top:C#USD:S#Actual:T#2025M11:V#YTD:A#Example:F#Example_activity:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U7#Top:U8#Top)Explanation of Storage Type & Existence type
Dear community, I couldn't find any documentation about Storage Type and Existence Type. Any help or hint toward documentations would be greatly appreciated, especially on the one highlighted in red below. What I mean about storage type and existence type is the status associated to a specific cell: Storage Type: No data IsRealData IsDerivedData Storage type: StoredButNoActivity Input Journals Calculation Translation Consolidation DataCellDetail DurableCalculation Regards,
Page Breaks in Excel add-in
We are having an issue with users and page breaks in the excel add-in. Example 1: A user creates a cube view connection and pulls said cube view into an excel worksheet. The result, however, does not render all the rows. There is a page break and they are forced to page through to see the rest of the rows. If I replicate these actions, I do not get the same page break, my results render all the rows on a single page. No page breaks. We went through preferences and other excel settings together to make sure our settings matched. What is causing this to happen? What other things can we try to resolve? The user must have all the rows displayed at once (no page breaks). Example 2: A user creates a quickview only to have the results get cut off with a page break. If I replicate the quickview, the return does not cut off the rows. I get everything on the sheet. Any hints, tips, etc would be most appreciated. We are trying to determine if this is a OneStream issue? Microsoft Issue? Excel Settings? For reference, we are on OS 9.0.1. thank you in advance
