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!
How do I return description to XFBR from a multiselect prompt?
We are using the multiselect tool to gather certain entities for reporting, which will show up in rows in a cube view. We're returning to the cube view the values from the multiselect via an XFBR. When the user chooses the entities, we can't get the resulting members in rows to show as description, only as member name. Anyone know how to return the description in a cube view/report?Hide zero data from a chart
We have a chart in which data will be at 0 for most of the year. Is there a way to tell the chart not to print the remainder of the line if it is 0? We tried to set up a member to return Nothing if the data = 0. It looks like the chart is interpreting Nothing as 0. Is there a way Ii can say if a cell is 0, set it to NoData. And would that make the chart stop showing the lines on 0? As we move through the year the actual number will get bigger and the drop to 0 for the remaining months will look even worse. Thank you, Scott
Sum row in DataTable durign Drill Back
I’m working on a Drill Back Dialogue in OneStream that uses XFDataTable, and I need to display a sum total row at the bottom of the table, similar to how it appears in a Drill Down. Currently, my Drill Back table retrieves and displays data correctly, but there’s no built-in option to show a total row. I’d like to dynamically calculate the sum of a specific column (e.g., Amount) and append it as the last row in the table. Has anyone successfully implemented this? Would this require modifying the Business Rule handling the drill back or is there a UI setting that allows this? Appreciate any insights or sample code. Thanks in advance!
Linking 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 AndrewQuick View POV - Dragging Blocked second screen
When using a second display monitor connected to my laptop the Drag and Drop of dimensions in Spreadsheet Quickviews does not work - when I place the Onestream applicatrion page on this second monitor. if i switch back to having the OneStream application QV on my laptop screen - i have full functonality on moving dimensions into columns or rows in Qv's Any similiar exeriences with this ? ( audio/visual setting on second displays)?) best regards Chris
CV report to show trailing 4 quarters and completed months of current quarter
My team has a requirement for a CV report to show the last 4 trailing quarters and all 3 months of the current quarter. I was able to achieve this, however when the time period is the first or second month of the quarter, I would like to show only those completed months. For example, if the period is July I would want my months columns to be June & July. Currently I am using T#Quarter(|POVTime|).MonthsInQuarter which is showing Jun-Jul-Aug. Is there any function that is able to do this? Thanks!
