Hi MG,
Thank you for your answer.
What I meant by default reporting was to understand what is the most popular method of creating reporting, or rather to say what is best practice of creating reporting that covers the standards of the usual reporting business (explanations of variations and business analyses).
The problem I see here is that there are too many options and several don't fulfil my needs.
I understand the different options and have completed the online courses (including Building Basic Reports), but I have a problem that I can't solve because I am missing specific information, and some forgotten information in the courses are not easy to retrieve or you need a lot of time (that’s why I was asking for a document).
Indeed, I am focusing on CV implemented in Excel to generate standard files for different companies, I have also created a different account structure (from our standard one) to cover the requirements of the single entity, but I am missing some instruction/hint to reduce the amount of CV in use.
The most important problem that I have not yet solved from a conceptual point of view is the use and uploading of comments. My plan is to fill in the comments in Excel, correct or complete them there and then upload them back to Onestream at the end
Do you have any suggestions/best practice, or what would be the best way to upload comments? I am investigating the use of an user dimension that is not being used and have created member items to avoid overwriting comments for the different views (variation vs budget or vs previous year), but I need to test it, so far I am not succeeding in uploading the data back to Onestream, so I would need some specific advice, and here my question: “which Excel formula can be used or is there another possible way to perform the Text upload to Onestream? Are there somewhere instruction?” I haven’t found information yet.
Thank you!
Regards,
Luca
P.S.: I will take a look at the Design and Reference Guide too, thanks for the hint.
