Numerical Order: Cube View Accounts (MFB)
Hello, Is there a way to sort accounts in numerical order using the member filter builder? Need to see trial balance in numerical order based on account name (i.e. A#12345, A#98765, etc) using the hierarchy. It would help as well if we could apply alphabetical sorting as well for the accounts which start with names. (i.e. Investment Other, Autos, etc). Thank you in advance,
Force Excel to store the source number (no scaling) when CV is exported
Hoping someone out there has some ideas on how to make this work... Let's say we have a cube view containing a parameter that allows the user to select a scaling option (millions, thousands or no scaling). The results of the parameter are stored in the CV's default CellFormat. Currently, when the CV is run and exported to Excel; regardless of the scaling selected by the user, the display in Excel is in thousands and Excel stores the entire number (unscaled). For example - if scaling selected is millions: If the number is 345,773,247.11; it displays in the CV as 346, it displays in Excel as 345,773 (but the stored number shown in the formula bar is the correct source value: 345,773,247.11). In other words, regardless of whether user selects thousands, millions or no scaling.... Excel displays as thousands and stores the correct number. If I try to change the Excel format to display in any other way (i.e. millions), it will store the scaled value based on the format and no longer stores the full number. This happens even if I force ExcelUseScale=False. The goal in this exercise is to figure out a way to "display" the exported CV in Excel exactly as it appears in the cube view but still retain the whole number. Using the above example, I would like to see this result: CV Displays 346 Excel Displays 346 Excel stores 345,773,247.11 Is this even possible? I have tried multiple ways to make this work including manual formatting, XFBR, parameters, etc., but I still can't determine the exact combination of formatting options that will result in what I want to see. Would love to hear if anyone has found a way to accomplish this. Thanks
Populating Future period in a Cube View
Hello, I'm trying to create a cube view that grabs actuals from People Planning and populates the future periods with the latest month of actuals. e.g. in M3, M1=M1 Actuals, M2=M2 Actuals, M3=M3 Actuals, M4-12=M3 Actuals. I need this in a cube view because we need to be able to show the data in both local currency and USD. People Planning is currency agnostic. I tried this directly querying XFW_PLP_Plan with SQL and a biViewer, but ran into the problem of not being able to bring in FX rates. I can only show local currency. Has anybody done this or have any ideas? Perhaps something with UD8? Perhaps there is something simpler I'm overlooking? There is SO much to learn with OneStream and I know I'm only scratching the surface.
How to Dynamically Report on Extended Members from the Top Consolidation Cube?
Depending on the circumstances, you could find yourself into a situation where you need to report numbers on Extended dimension Members from the Top Consolidation Cube. In a Vertical Extensibility Cube set up this gets tricky since the data is only available at the lower cube levels. To work-around this challenge (considering the limitations exposed below), I have created a dynamic calculation Business Rule that allows you to achieve that by leveraging a specific UD8 Dynamic calculation Member. Following it is an overview of the Solution: Problem Statement: When using Cube Vertical Extensibility, reporting from Tot Group cube is not possible for those dimensions that have been extended. In the example, UD1 is only available at Summary Level for Tot Group: Solution Overview: UD8 Dynamic Calculation to derive the Extended members from the Base Entities consolidating to the Parent Entity Level (E#Tot Group). Data is dynamically retrieved from the base entities and translated on the fly based on the Parent/Child Entity relationships: Works with any extended Account Type Dimension (A#, F#, U1#-U7#) without having to modify the Business Rule. Dynamic Calculation driven from the UD8 Text1 field: Considerations: Solution aggregates and translates on the fly the base data without: Eliminations % of Consolidation (It could potentially be incorporated into the solution) Suitable for reporting/analysis being done at O#BeforeElim. When used in large Cube View/Quick Views queries could create slow retrieval performance. Technical Set Up: Create the UD8 Member and Define the Text 1 property referencing the Dimension Tag you’d like to report on (Ie: DimTag=[U1#]). Add the following Member Formula within the UD8 Member: Dim referenceBR As New OneStream.BusinessRule.Finance.XF_DynamicExtensibilityReporting.MainClass 'Return referenceBR.DynamicProductReporting(si, globals, api) Dim Value As Decimal = referenceBR.DynamicExtensibilityReporting(si, globals, api) If Not Value.Equals(0) Return Value Else Return Nothing End If Create a new Finance Business Rule, make sure that the Business Rule is set to Global:
How to pull Workflow Parent in CV or QV
Hello Team, Generally, User will open a form through workflow and input data and certify that. i need pull a data Like, which user has certified the form for respective site. and in which table those User certified details will be store. Can you please help us on this.Narrative 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?Format Cube View based on third Header Override expansion
I am using header overrides on my columns to create three column expansion levels. I need to add conditional formatting based upon the header display text of "HPU" in this third expansion so that only sections with "HPU" in the header are set to three decimal places. I do not want to build every HPU column separate from the others, as this would require the build of 108 columns, instead of 12 columns. The system will not let me call that third expansion level in my conditional formula. Any help would be greatly appreciated!
