Forum Discussion

SKVK's avatar
SKVK
New Contributor III
3 years ago

Load comments to the cells through Data input or Forms

Team

 

Is there a way we can add long text like comments to the cells through Forms? 

Am trying to build a cube view with data and comments to it which is visible on view rather than adding it as "note" or "attachments".

Please see the sample image below on the requirement.

 

 

 

  • Then if it is a digit, you should put back the YTD in view. Then input the digit and it will naturally agregate REVENUE to INCOME STATEMENT. Also in the Origin, please select FORMS.

  • YanSavinsky's avatar
    YanSavinsky
    New Contributor III

    View dimension has 5 members designed to hold text instead of numeric values (see screenshot)

    You can create a column in your form's underlying cube view focused on one of those members:

     

  • Hello,

    Use view member "annotation" to capture comments at some specific Time say WFYearM12, etc. 

     

  • NicolasArgente's avatar
    NicolasArgente
    Valued Contributor

    Hello SKVK,

    Yes it is possible to load text like comments in OneStream using a form. To do that, you will need for example to change the VIEW dimension to Annotation for example.
    In your example, you might need a row/column override also 🙂
    Please give a kudo if it helps

  • SKVK's avatar
    SKVK
    New Contributor III

    Thank you Bharti and Nicolas.. I ended up having the forms in unedit state.. I see the cells green in color v/s white. Can you please help what needs to be checked to have the columns in form as "white" to be edited.

    • NidhiMangtani's avatar
      NidhiMangtani
      Contributor III

      Please check all other dimensions, to be able to see a white cell, its POV should have all intersections from leaf nodes, allow input property on the cube view and dimension members should be "True", user should have write access to this cell. 

    • MarkMatson's avatar
      MarkMatson
      New Contributor III

      Also check that the cube view setting "Can Modify Data" is set to true and the rows and columns are set to be editable.

  • SKVK's avatar
    SKVK
    New Contributor III

    Thank you NidhiMangtani YanSavinsky MarkMatson NicolasArgente for your tips to get this going. I was able to get to the edit screen where am able to Input the data. Might be am missing the final step where the data needs to be calculated/consolidated, which is not happening. (Even after running those)

    Here are the screenshots of the setup. Pls advise where am i missing.

     

     

     

     

     

    Regards

    SKVK

     

     

    • NicolasArgente's avatar
      NicolasArgente
      Valued Contributor

      It is difficult like this to find out. Could you do a right click and show us your CELL POV INFORMATION?
      Did you check that the Origin dimension is on Forms? Or beforeadj?

  • SKVK's avatar
    SKVK
    New Contributor III

    Sure.. I have selected "Top" as origin dimension as the cell inputs are independent of other columns/data.

     

    • NicolasArgente's avatar
      NicolasArgente
      Valued Contributor

      How do you calculate the contribution? When you right click on the 1000 value, what is the View member on?
      You will need to change the VIEW Annotation to YTD to see a value. When you do, do you see it or not? Annotation is only used for text...

  • SKVK's avatar
    SKVK
    New Contributor III
    1. Contribution margin has a formula assigned (Revenue - Cost of goods sold variable)
                        Return api.Data.GetDataCell("A#Revenue + A#[Cost Of Goods Sold Variable]")

          2. When you right click on the 1000 value, what is the View member on? - It has Annotation

          3. After changing VIEW to YTD, i return back to green cells

    • NicolasArgente's avatar
      NicolasArgente
      Valued Contributor

      SKVK, is it normal in your case that the 1000 value is stored as annotation? Annotation is used to stored text and not digit. Also, if you have no value it seems on revenue... why is that?

  • SKVK's avatar
    SKVK
    New Contributor III

    1000 is a random number i input in the cell. Basically, i would like to input numbers in all the level 0 members.

    And the parents should aggregate or calculate automatically. Am i missing something in the setting?

    • NicolasArgente's avatar
      NicolasArgente
      Valued Contributor

      Then if it is a digit, you should put back the YTD in view. Then input the digit and it will naturally agregate REVENUE to INCOME STATEMENT. Also in the Origin, please select FORMS.

  • SKVK's avatar
    SKVK
    New Contributor III

    Thank you so much !!!! The only thing i was missing in the entire process was to set Origin as "Forms"..