How 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?18Views0likes0CommentsGraph 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 month12Views0likes0CommentsExporting DataManagement file to a folder other than the user folder
Hi Is there a way to change the path of the folder within the "File Share" so that it would be possible to save a file generated by Data Export step from a Data Management job to a folder other than DataManagement->Export_"MyFolderName" ? Say for example I want to save the file to a folder under Groups->Everyone->"Specific Folder to be Saved" Would like to do this without using the file transfer step in the DataManagement, since the file is large. thanks Kumar19Views0likes1CommentUsing 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.128Views0likes4CommentsMid-year base entities to new parent
Mid-year we created a new parent entity and added base entity relationships to it because the base entities moved to a different legal entity. We load YTD trial balance and the previous parent should report the base entities for the first 6 periods of the year; new parent second 6 periods. We're using the "In Use" setting on the old parent member to cut off at period 6 which seems to work fine. For the last 6 periods, revenue and expense accounts continue to show the first 6 periods' activity. Is there a way to continue loading full YTD balances with the new parent reporting YTD periods 6-12 not 1-12?Solved18Views0likes1CommentReport (PDF) Header Background Fill Color Not Extending to Bottom of the Space
The background fill color on the header is not filling the entire space when viewed in PDF. You can see on four of the six columns there is white space where the text is shorter. I need the teal color to fill to the bottom of the header space, and not just exist where the text is located. It works fine in excel and cube view. The issue only exists in report PDFs. Does anyone know of a way to accomplish this? Report/PDF: Excel: Cube View: Here's an example of a PDF that looks good because the length of the header text is more comparable across the columns: I'm sure there's a way to accomplish this through a Custom Report Formatting rule or formula. I'm trying to avoid this, as I feel the formatting should already default to what I want. But, if I have to go this route, I will. Thanks in advance!1.9KViews0likes5CommentsCube View formatting mixed dimensions
I have a Cube View that is displaying a single dimension in the first column (Departments), and a second dimension (Accounts) in the second column. In order to match the formatting of the report that is currently in use I’d like it to display in the first column Departments up to the bolded Total row, then accounts from there on out. In essence it would be mix of two different dimensions displayed in the first column. I would also like for the second column to be hidden. I have made some attempts to match the formatting as I described, but without success. Do you have any ideas on how to achieve this? Thank you for your time in advance.Solved4.7KViews0likes7CommentsJournal report for multiple workflows
Hi All, We have a requirement to get journal report for all entities irrespective of which workflow was used to post the journals Example - There are different BU related workflow ( example BU M workflow )which has individual BU related entities assigned and there is another work flow - Central Group Adjustments which does not have any entity assignment. Users from BU M workflows would like to see all the journals posted via Central Group Adjustments which are related to BU M entities. We have different securities for each BU workflows and Central Group Adjustments as well. Basically all BU users should not have access to Central Group Adjustments workflow , but they would like see / view all the journal posted for respective workflow assigned entities. We can always have an option to give read only access to Central Group Adjustments , but just wanted to check if there is any report which shows all the journals posted from another workflows as well ( assuming users have access to those entities but not the workflow) Thanks in advance, Cheers AJ3.6KViews0likes8Comments