WfTime 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!33Views0likes1CommentAutomating 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!Solved66Views0likes2CommentsCustom 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!46Views0likes2CommentsHow 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?21Views0likes0CommentsGraph and Charts in OneStream
Hello I have a query regarding Graph editing in OneStream I wanted to know how we can edit the graph in OS. Eg: The client has a waterfall chart built for the EBIDTA and they have the previous 2 years comparison as well. However the October and Nov month shall start from the start point 0 similar to Sept Month whereas currently they start where the previous moth ends. Also the colour of the bar for Oct and Nov shall be Blue similar to Sept and Dec month16Views0likes0CommentsUsing XFBR String Service in WS Assembly
I'm new to WS assembly - trying to get a simple example of setting up an xfbr and use it in a cubeview but not successful. Here's what I did - what did I do wrong? 1. Set up XFBR String Service: 2. Then set up factory: 3. Then added to my maintenance units & workspace 4. Added to cv: => I get this error. Not sure why it is looking for the service factory in default. I followed the design guide, tried all the following syntax, none have worked: XFBR(Workspace.Reporting.myAssembly.Time, SayHello) XFBR(Workspace.Current.myAssembly.Time, SayHello) Thank you.128Views0likes4CommentsBI Viewer component and OneStream 9.0.0
Hi all, We upgraded one of our OS instances to 9.0.0 After a first look, it seems BI Viewer does not work anymore from Desktop app, but charts are showing from Modern Browser interface, any idea? Can't find a clue on Know Issues. On Desktop app, only the layout shows, no content: Same Dashboard from Modern Experience shows fine (I blurred data here) Any advice?206Views0likes14CommentsMenu Component Header Text
I created a couple menu components and I'm using images with them on the landing page. I read that you can use an image and also have a header text display but i can't get the header text to show with the image. Is there something special that needs to be done? I am manipulating the parent item below and thought it would be as easy as creating a header text but im not getting the desired result. Below is a screen shot of the image and the children of the menu but I want to see some kind of value by the image that says Tasks ' 'Manipulations parentMenuTaskItem1.HeaderText = "Tasks" parentMenuTaskItem1.ImageFileSourceType = XFImageFileSourceType.DashboardFile parentMenuTaskItem1.ImageNameOrPath = "LP_task.png" parentMenuTaskItem1.Height = 100 parentMenuTaskItem1.Width= 100 parentMenuTaskItem1.ToolTip = "Tasks"29Views0likes1CommentIcons - standard
Hi I am currenty building a dashbord for our controllers, including a menu. But I would like to use the same icons as used in OneStream, e.g. Refresh Page, Help, etc. But I have not manage to find them in OneStream. Are they copyrigth'ed, unique or were can I find them? Regards OleSolved54Views0likes2CommentsBest Approach for Exporting and Importing a Dashboard into a New Application
Hi all, What is the best way to export and import a dashboard into a new application? Do I need to select all its components every time, even if some already exist in the destination? I’ve noticed that if you select only the dashboard or the embedded version, the components don’t appear in the XML file. Thanks in advance!43Views0likes3Comments