Automating 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!Solved23Views0likes2CommentsHow 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?21Views0likes0CommentsXFDoc - PPT dynamic calcs
Hello, Is it possible to add dynamic calcs (UD8 member) into an XF doc powerpoint? I am trying to create an XFCELL that uses a variance member in UD8. However, I keep getting 0 as the value. Also, is there a way for a user to see the settings/parameters once an XFdoc is downloaded from OS? I saw an example in GolfStream, but it's only the final document (or appears to be). Thank you!3.2KViews0likes6Commentsbook with PPT file donot run
hi team, I hope you are well. I'm creating a book with Word and PowerPoint files but the Powerpoint shows an error and the parameters are the same in both files: If I select the file on OnePlace is running opening PowerPoint application. here is the error: Value cannot be null. (Parameter 'buffer'). User Interface Stack Trace: at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc) at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout) at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(MethodInfo targetMethod, Object[] args) at generatedProxy_6.StartGetFile(SessionInfo, FileSystemLocation, String, Boolean, Boolean, Boolean, Dictionary`2) at OneStream.Client.Api.Wcf.FileExplorerServiceReference.FileExplorerServiceClient.StartGetFile(SessionInfo si, FileSystemLocation fileSystemLocation, String fileFullName, Boolean includeContentFileBytes, Boolean processExtensibleDocument, Boolean convertToPdf, Dictionary`2 customSubstVars) at OneStream.Client.SharedUI.FileLauncher.ProcessAndLaunchFileSystemFileUsingWPFClient(SessionInfo si, FileSystemLocation fileSystemLocation, String fileName, Boolean processExtensibleDocument, Boolean convertToPdf, Dictionary`2 customSubstVars, FileLaunchType fileLaunchType) Do I need some different for pptx file? Thanks in advance and Best regards. Mario G90Views0likes1CommentNR - Cubeview Parameter
Currently i am working on NR reporting, i have created extensible documents with cube views, those cube views has parameters Is there a way where we can supply the cube view parameters, in doc variable? i have tried to apply parameters in book and document section in NR but that is not working. Thanks for your help and support.Solved76Views0likes7CommentsNarrative Reporting Parameters
I'm currently using the Narrative Reporting MarketPlace Solution on OS version 8.4 and have successfully integrated Cube Views, Content, and other artifacts using QuickParts. However, I'm facing several challenges: Member Prompts on Report Checkout/Edits: Despite configuring parameters at both the report and report group levels, I continue to receive member prompts from the cube view every time I check out or modify a report. This differs from the expected behavior in guided reporting and dashboards, where parameters are supplied automatically. Is this expected, or is there a workaround to prevent these prompts?164Views4likes1CommentNarrative Reporting
I am trying to move a Narrative Report book from one environment to another and am struggling to do so without having to re-build it. Is there anyone on this Community that has managed to do so successfully? Would truly appreciate the steps you followed to get this done successfully.272Views0likes2CommentsIs it possible to use spreadsheet component (Table View in it) in the Book ?
Hi All, I create a spreadsheet business rule to refresh the data from external table using Table Views, now our users wants to drop these files into OneStream file share on daily basis so external systems can consume. Is it possible to use parcel service to refresh these files (using table views with in the spreadsheet) and drop them into file share every time the job trigger ? Or Is there any alternate approaches to export data from custom table to excel files ? Thank you.Solved2.3KViews0likes6Comments