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Orders calculation formula using Backlog and Sales Accounts
Hello, I'm attempting to create an orders (500055) account, calculated using existing Backlog (500054) and Sales (100020) Accounts. (Current Month Backlog - Prior Month Backlog + Current Month Sales) When I run this calculation in the forecast scenario, February - December work as expected, but there is an issue with January that I can't pinpoint. Any ideas where I've gone wrong? Thank you in advance, Justin Trad If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity)) And api.Time.GetPeriodNumFromId(api.Pov.Time.MemberID) = 1 Then api.data.calculate("A#500055:T#PovYearM1:O#import:U1#none:U2#none:U5#none:U6#none = (A#500054:T#PovYearM1:O#top:U1#top:U2#top:U5#top:U6#top - A#500054:T#PovPriorYearM12:O#top:U1#top:U2#top:U5#top:U6#top) + A#100020:T#PovYearM1:O#top:U1#top:U2#top:U5#top:U6#top") Else If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity)) Then api.data.calculate("A#500055:T#Pov:O#import:U1#none:U2#none:U5#none:U6#none = (A#500054:T#Pov:O#top:U1#top:U2#top:U5#top:U6#top - A#500054:T#PovPrior1:O#top:U1#top:U2#top:U5#top:U6#top) + A#100020:T#Pov:O#top:U1#top:U2#top:U5#top:U6#top") End If
Best practice for filtering vStageSourceAndTargetDataWithAttributes by Workflow
Hi everyone, I am building a query using the vStageSourceAndTargetDataWithAttributes view and I want to ensure I am retrieving the latest figures for a specific Entity and Time period. I have a few questions regarding the best way to filter this: Filtering by Wfk: I know that hardcoding a GUID for the Wfk (Workflow Key) is risky because it can change between environments or if a profile is reset. What is the recommended way to dynamically filter for a specific Workflow Profile? Should I be joining on the WorkflowProfileHierarchy table/view to filter by ProfileName? Latest Figures: If multiple imports have occurred, does filtering by a specific Wfk automatically ensure I am seeing the "latest" iteration of the data, or is there a better field to use for partitioning/ranking the results? Any code snippets or best practices for making these stage queries robust would be highly appreciated.
LIM: Example of Month, Day, or Year Logic in the Register, Spreadsheet, File and Connector
DISCLAIMER: It should be noted that the focus of this technical guide is to provide general information, considerations, and guidelines for an identified topic. It is NOT to be interpreted as the ONLY approach nor a guarantee that there will not be any issues encountered by using this approach as a customer’s requirements or application configuration may render this guidance as not applicable.In addition, statements that “we believe” and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based upon information available to us as of the date of this article, and while we believe such information forms a reasonable basis for such statements, such information may be limited or incomplete, and our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all potentially available relevant information. OneStream does not warrant as to the accuracy of this guidance, which is provided on an as-is basis. Any forward-looking statements contained herein are based on information available at the time those statements are made and/or good faith beliefs and assumptions as of that time with respect to future events and are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. Considering these risks and uncertainties, the forward-looking events and circumstances discussed in this guide may not occur and actual results could differ materially from those anticipated or implied in the forward-looking statements. VERSION: PV900 SV120 PLATFORM: 9.2.0 USE CASE: for whatever reason, you determine that the out-of-box formulas are not sufficient for your calculations and you need to split the date string into the month, day and year components. This assumes that you have created additional Register Fields to capture the relevant components. PURPOSE: to provide you with an example that you can leverage as part of your build, whether you decide to incorporate this to all existing input options (Register, Spreadsheet, Import File, Connector) or some of them. ASSUMPTIONS: the relevant Register Fields have already been created. In my example, I have HirePeriod, HireYear, TermPeriod and TermYear as separate Register Fields. This section covers the following files/business rules with examples of the logic: A) WsComponentService: ImportRegisterData B) WorkforcePlanningImportRegisterConnector# dashboard extender business rule (to handle connector) C) WsDynamicGridService D) WsTableViewService A) WsComponentService: ImportRegisterData (to handle importing files) TIP: the FunctionName will match with what is referenced in the component. To find the FunctionName, put your LIM-related workspace in the Design Mode (Set Selected Dashboard As Default). Then you can click through and find the relevant component. Below, I am looking for the button associated with the Import button (I clicked on Import & Modify > Add Data > Import to get here) Then going to this specific component, the function name is the ImportRegisterData. Example logic to handle populating the periods and years for WsComponentService: NOTE: if you plan to use StringBuilder() instead of declaring the variable as a string, you will need to import System.Text into the file. StringBuilder() is a method group so it will also have to be referenced as sql.ToString() as part of the BRApi.Database.ExecuteSql line. Example of what I mean by “import” below. B) WorkforcePlanningImportRegisterConnector#*: ImportRegisterData (to handle connector) *Business rule name may be different depending on the LIM selection and number of workspaces created. Before: this is before any customization. This is what your ImportRegisterData should start out as. After: example of how it could be re-arranged to handle customization. IMPORTANT NOTE: the above assumes this is the only customization needed to the Import Connector. If you have more customizations, then you will need to assess how many of these customizations rely on fetching the register rows. You want to consider fetching these register rows once and reuse it instead of having each method (which corresponds to a different customization) call it; this is to optimize performance and processing. Example below of what this ImportRegisterData could look like if you have multiple customizations that rely on fetching register rows. Anyways, back to assuming that populatePeriods is the ONLY customization needed for the connector…The below is an example to handle populating the periods and years for WorkforcePlanningImportRegisterConnector#*: NOTE: similar to what I already mentioned above for WsComponentService, if you plan to use StringBuilder() instead of declaring the variable as a string in your WorkforcePlanningImportRegisterConnector#* rule, you will need to import System.Text into the business rule. StringBuilder() is a method group so it will also have to be referenced as sql.ToString() as part of the BRApi.Database.ExecuteSql line. Example of what I mean by “import” below. C) WsDynamicGridService: Register Below is an example of how I arranged my logic within my BeforeEvent. The below is an example of the logic associated with populatePeriods. D) WsTableViewService: Spreadsheet Below is an example of how I arranged my logic within my BeforeEvent. The below is an example of the logic associated with populatePeriods.Dynamic Parameter on Bound List
Hi all, I'm trying to pass a Dynamic Parameter (from a repeater) to dynamically build the Bound List of a Combo. While (for example) ~!Text!~ and ~!Tooltip!~ params do correctly populate Text and Tooltip properties of a Combo, I'm not able to pass a Dynamic Parameter (eg: ~!DisplayMember!~ to the param (Bound List) beyond the Combo. It's not translated into its actual value. Since the repeater is Dynamic, and the number of repetitions is variable (unknown at design time), I'm wondering how would be possible to parametrize a single Bound List Parameter, without having to duplicate it 10 times (limiting de facto the power of dynamic components). TIA Regards FabioG
Report (PDF) Header Background Fill Color Not Extending to Bottom of the Space
The background fill color on the header is not filling the entire space when viewed in PDF. You can see on four of the six columns there is white space where the text is shorter. I need the teal color to fill to the bottom of the header space, and not just exist where the text is located. It works fine in excel and cube view. The issue only exists in report PDFs. Does anyone know of a way to accomplish this? Report/PDF: Excel: Cube View: Here's an example of a PDF that looks good because the length of the header text is more comparable across the columns: I'm sure there's a way to accomplish this through a Custom Report Formatting rule or formula. I'm trying to avoid this, as I feel the formatting should already default to what I want. But, if I have to go this route, I will. Thanks in advance!Navigation behavior
Hi everyone, I’ve developed a report using Cube Views and noticed the following behavior with keyboard navigation: The Tab key moves right and then wraps to the next row The Arrow keys move in their respective directions and wrap at the boundaries When navigation reaches the end of the report, it continues by jumping back to the beginning and starts again from the top. Is there a way to stop this wrap-around behavior at the report boundaries? Is there any property setting to control or disable this? Thanks in advance, Archana
