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
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 ?
Excel reports with Macros in Books
I have several excel reports that use macros for sorting the data rows. The macros work when I am in excel and run after I refresh OneStream, however, when running the report in a book and generating to PDF the sorting macros are not running correctly. We have found that different preference settings within the excel add-in help with getting the macro to run in Excel, but I haven't been able to figure out why it's not working in the book. Any help or ideas appreciated!
Modifying QuickViews
Does anyone know how to add another row or column level dimension to an existing QuickView? The rebuild button in the Panel doesn't seem to be activating or changing anything. Can you please show me how to do it properly? Also doesn anyone recommend any beginner video tutorials, there doesn't seem to be much online.Excel Add-in compatability in version 8.4
Hi everyone We recently upgraded to OneStream version 8.4 and are generally enjoying the experience. I do have a question that I would like to pose to OneStream and the broader community. Within the "Fixed Issues" section of the version 8.4 release notes there was the following: What was this intending to resolve? We have seen an issue when we try to connect to both the OneStream and EPM excel add-ins to retrieve data from both systems. When logging into the OneStream add-in, we get the following error message. The solution has been to disable the EPM addin, close Excel, relaunch it, login to the OneStream addin. Once we've done that, we can reenable the EPM addin, login to that, and then we are good. Until the next time. Our hope was that setting the add-in compatibility filter to true, as shown below, would resolve the issue we are seeing. Unfortunately that is not the case. I'm looking for any advice or detail on fix in the release notes, and whether or not we should create a ticket for this issue. Thank you in advance. Mike Mackie
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.
Quick View no longer recognized
I had multiple, fully functioning quick views in my excel file. Once I saved my excel file and reopened, OneStream no longer recognizes two of the quick views. The name manager in excel still has the values associated but OneStream is not recognizing the ranges. Has anyone else had trouble with this? Is there a way to quickly restore a complex cube view without starting from scratch? Thanks, SeanCube View Connection – Excel Formula Not Being Retained
Hi I linked several cube views into Excel with the settings below (Version 8.4.0). I then created some basic formulae within the cube views. E.g. = C25. The Excel formula is retained by the first cube view but in the other cube views it is moving up 4 rows on each refresh. The Cube View Connection options are the same in each one. I have tried selecting/deselecting the insert/delete rows & columns and including/excluding the header. The cube views all have some rows with a specific account and at least 1 row that uses “.Base”. Has anyone come across this before? Thanks. RobertLinking external Excel Spreadsheet to cube view input spreadsheet
Hi all, I'm building a cube view which includes pre-filled columns including 12 months for CY budget, PY actuals and columns for YTD actuals. Additionally, I have included all future months in the year to be for the Forecast scenario for users to input. I have embedded this cube view into a spreadsheet form, so that users can either directly enter their forecast numbers into the spreadsheet in OS app, or it can be opened in Excel for users to complete outside the system. When I open the file in Excel, the CV correctly works and refreshes, and submission correctly writes the cells back to Onestream when FCT1 numbers are entered. However, I am stuck on one thing - is there a way to update the Cube View form cells by referencing other cells in another spreadsheet, or in the workbook? I can link 1 cell individually, but once I reference the cell, it automatically converts to a number and I cannot autofill any formula link to the remaining cells. Most users will either be wanting to link to the budget numbers and adjusting those, or workings they have in their own spreadsheets. I know another option is to use setcells, but I am trying to avoid this method if possible for this purpose. Happy to hear of any thoughts, maybe I'm missing something simple. Able to link 1 cell: Converts immediately to a number and unable to drag cell reference down: Thanks Andrew
