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Service Factory - Data Management Step
We're moving most of the Business Rules to Workspaces Assemblies under PV 8.4. - We have several Extensibility Rules that are run by multiple Data Management (DM) Jobs like you. - Hence, we included separate DM Step Services (DMSS) in the same Service Factory (SF). - The result of this SF setup was chaos. - We saw that launching one DM Job by a given DMSS in the SF will also launch other DM Jobs by their DMSS in the SF. We couldn't find enough practical advice on the SF/DMSS setups in the Design Guide to overcome this chaos. Pls share how to set up Data Management Step Services in a Service Factory to launch one Extensibility Rule/DM Job at a time. TY.
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,
How to include Member IDs in data export
We are using an extender business rule to run FdxExecuteDataUnit and write the data (with dimensionality) to a file. The file generated seems to be a standard format with a column for each dimension. Does anyone have any ideas on how to include the Member IDs in the file export? Thank you, DeniseRetrieve Parent property
SOURCE: ONESTREAM CHAMPIONS Hi All, I am trying to find a way to create a report that shows the Entity and the Parent in a column next to it. I tried to do this by using the functions =XFGetMemberProperty() and =XFGetRelationshipProperty(), both returns an error when I try. =XFGetRelationshipProperty(“Entity”,"",B15,“Parent”,"","") returns “#ERROR: Parent” =XFGetRelationshipProperty(“Entity”,B16,"",“Parent”,"","") returns “#ERROR: Member Name” =XFGetRelationshipProperty(“Entity”,B17,"",“Parent”,“ACTUAL”,“2021M1”) returns “#ERROR: Member Name” =XFGetRelationshipProperty(“Entity”,B4,B5,“Parent”,"","") returns “#ERROR: Parent” =XFGetMemberProperty(“Entity”,B13,“Parent”,“Finance”,“Actual”,“2021M1”) returns “#ERROR: Finance” =XFGetMemberProperty(“Entity”,B14,“Parent”,"",“Actual”,“2021M1”) returns “#ERROR: Parent” =XFGetMemberProperty(“Entity”,B14,“Parent”,"",“Actual”,“2021M1”) returns “#ERROR: Parent” =XFGetMemberProperty(“Entity”,B11,“Parent”,"","",“2021M1”) returns “#ERROR: Parent” =XFGetMemberProperty(“Entity”,B12,“Parent”,"","","") returns “#ERROR: Parent” as a reference, I tried the same function on “currency” and that works. =XFGetMemberProperty(“Entity”,B21,“Currency”,"","","") returns “EUR” I am assuming that the complexity lies in the fact that the parent could vary in time (?) . I hope some body can help on this thanks. Phil
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
Write an amount
I am having difficulty writing an amount to a prior month via a Finance business rule. Specifically, for forecasting purposes in the last month of a quarter we calculate an excess amount and then want to spread that amount to the last two months in the quarter. I can successfully calculate and write to the last month but cannot seem to write to the prior month. For example, in Q2 as of June calculate the excess amount and then write 50% in May and 50% in June. Has anyone been able to accomplish something like this? Thanks in advance.
Migration of all File Explorer folders and content
Is there a way to migrate all folders and content in the File Explorer from one application to another within the same environment? I looked at the File Explorer Manager solution and it looks like it does the content but not the whole folder structure as well. Are there any other options? Thanks!!
