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!Guided 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?Cube 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 another
How 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?
Cube 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!
Quickview: 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 Text1
