Guided Reporting/Dashboard parameter WF Profile entity value defaulting to Parent
Hi all, I am implementing Guided Reporting into our workflows. The entity parameter I have is a member list looking up E#Root.WFProfileEntities. The cube view is a pretty standard balance sheet, with row and column sets. I have embedded it into the workflow, so that users can come in and use their reporting for the specific entities. The issue I have is that whenever I open the balance sheet and set the rows and columns, the cube view always defaults to the Group Parent entity, even if the WF profile has different assigned entities. I change workflow, and it still shows the parent entity. It's only when I change the entity manually from the GR parameter button that it refreshes. Any idea how to link the entity button to set the cube view upon first run? Maybe I'm missing something, or maybe there is a BR that I can build? Thanks!6Views0likes0CommentsGuided Reporting Duplicate Param Dialogue Box Showing on Run or Param Change
Hi OneStreamers, I'm currently working with the Guided reporting solution in OS v8.4.0. When running the report in the GDR homepage a duplicate dialogue box appears after the Guided Reporting Dashboard is selected via the OnePlace menu item, once a report is selected, or after a Parameter is changed anytime the Parameter combo box is changed. Each Parameter is set up a Member list at the moment but were previously discovered as Member Dialogue, and now rediscovered as the updated Member list param. Any Idea what I could be missing?57Views0likes3CommentsCube View formatting
Have a question regarding Cube view formatting. The client has a column for comments where large commentaries are written point wise which currently are seen as one line. They want to view the same like excel where comments are seen point wise one below another. How can the same be done. Also while exporting the report in excel the wrap text option in the Column cell format under excel only wraps the entire cell but it does not show the comment point wise one below another33Views0likes1CommentHow to run calculations on all base members in a DynamicCalc
After having read a lot of this superb forum to discover OneStream, I'd like to ask you my first problem that I haven't managed to solve. I'd like to forecast sales for month M in relation to actual sales for month M-1 (if imported), or alternatively the M-1 budget, to which will be added management sales. If I perform this calculation in the view cube of the child entity, it replaces the actual M-1 with the budget when the actual M-1 does not exist (not imported). If I perform this calculation at parent entity level, entities with no M-1 actual are shown at €0 and not at the amount of their budget. I therefore end up with a sales figure that has been reduced by the number of companies that did not report sales in M-1. In my forecast calculation UD7, I was thinking of looping through each base member so that the condition calculation (if the actual is absent then takes the budget, otherwise takes the actual) so that the forecast sales figure displayed corresponds to the sum of the individual calculations, but I can't do it: Dim Entité As String = api.Pov.Entity.Name Dim EntitiesList As List(Of Member) = api.Members.GetBaseMembers(api.Pov.EntityDim.DimPk, api.Members.GetMemberId(dimtype.Entity.Id, Entité)) For Each Entity As Member In EntitiesList CA_M_Antérieur = api.Data.GetDataCell("E#" + Entity.Name + ":S#REEL_Gestion:T#POVFirstInMonthPrior1:A#R70600_020:U7#Conso:U8#PF_Restit").CellAmount The calculation works when I select the child entities, but not for the parent, which returns 0. Do you know how I can do this calculation for all the base children?39Views0likes1CommentCube View - Conditional Formatting
Hi everyone, I'm currently working on a Cube View and would love some help with setting up conditional formatting based on a comparison between two columns. Specifically, I’m trying to highlight in red any cell in the “Actuals” column (Actual CPK @ ACT 2024 rate, Jan 2024) where the value is greater than the corresponding value in the “Cost per kg” column. To give you a clearer picture, I’ve attached a screenshot showing the layout I’m working with. The "Cost per kg" values are budgeted figures, and I'm comparing them to actuals from 2024 to identify any overages. I’d like the Cube View to visually flag these instances, so they stand out during reviews. Of course, the numbers in both columns are exemplary. In the rows I have different Entities. Has anyone done something similar or can guide me on the best way to achieve this? Thanks so much in advance for your support!18Views0likes1CommentCube View Column that contains aggregate of the last 12 months
Hi all, I'm trying to create a Cube View with a single column that aggregates data for the past 12 months, rather than showing each month separately. Instead of this: Month May 2024 Jun 2024 Jul 2024 Aug 2024 Sep 2024 Oct 2024 Nov 2024 Dec 2024 Jan 2025 Feb 2025 Mar 2025 Apr 2025 Sales 10 20 30 10 20 30 10 20 30 10 20 30 I'd like this: Time Period Last 12 Months Aggregate Sales 240 To do this, I created an XFBR business rule that returns a time range like T#2024M5:T#2025M4 Here’s the relevant part of my XFBR: If args.FunctionName.XFEqualsIgnoreCase("Trailing12Months") Then Dim baseYear As Integer = args.NameValuePairs("year") Dim baseMonth As Integer = args.NameValuePairs("month") Dim endDate As New DateTime(baseYear, baseMonth, 1) Dim startDate As DateTime = endDate.AddMonths(-11) Dim startMember As String = String.Format("T#{0}M{1}", startDate.Year, startDate.Month) Dim endMember As String = String.Format("T#{0}M{1}", endDate.Year, endDate.Month) Return String.Format("{0}:{1}", startMember, endMember) End If I confirmed the XFBR returns the correct string, and I’m using it in the Member Filter of the Time column in the Cube View. However, the Cube View only shows data for the last month instead of aggregating all 12 months. My Question: Is T#YYYYMn:T#YYYYMn a valid range for Cube View member filters? Is there a way to achieve what I'm trying to do? Thanks in advance for any advice!Solved13Views0likes2CommentsQuickview: Exclude entity if it does not contain a Text1
Hi All. Is there a way to exclude entities that do not have a Text1 from the following? E#XFMemberProperty(DimType=Entity, Member=|!PerformPnL_Entity!|, Property=Text1).Base or E#XFMemberProperty(DimType=Entity, Member=|!PerformPnL_Entity!|, Property=Text1) Since I have that in my data management and it shows an error if it does not find Text1, I need to exclude those that do not have Text118Views0likes1CommentMergeAndCenterColumnHeaders in Cube Views
Hi, Anyone on Version 8 who's actually tried to use this 'enhancement' feature in Cube Views? We requested this on Ideastream a long time ago with a lot of support. I can see this command is now available in the header format dialog; however, it would appear that the only thing it does is change the header from left justified to center view. There does not seem to be a way to actually 'merge' column headers, despite the fact that it's called "MergeAndCenter". Even the system documentation appears to confirm this behavior. Someone please tell me I'm missing something here and it actually is possible to merge column headers, because we really really wanted this feature. Thanks195Views0likes6Comments