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Tom_R's avatar
Tom_R
New Contributor III
2 days ago

Automatically Flag Cells for Spreading in Cubeview

Hello, 

Currently we are working on a forecasting model, and we would like to be able to use the spreading process inherent in OS. 

Is there away to use conditional formatting or an XFBR to set a column of values to be flagged automatically based on the comparison between a parameter and the column member?  Specifically, I am looking to have the first or first two periods of the quarter set as flagged so they can be excluded from the proportional distribution based on when the users are completing this forecast.

Thanks,

Cubeview

2 Replies

  • T_Kress's avatar
    T_Kress
    Icon for OneStream Employee rankOneStream Employee
    1 day ago

    If the forecast scenario leverages the "No Input Periods" setting, e.g. for a 2PLUS10 scenario the number of no input periods property is 2, then you can use an XFBR string.

    In the XFBR string you would pass in the current scenario, and if the povtime <= the no input periods you could return "Top" for one of the dimension members in those columns, thus making those columns green / read only.

    Or you could split the column set into 2 columns where the first column uses 

    T#POV.AllPriorInYearInclusive

    T#POV.AllNextInYear

    And in the first column refer to Ux#Top so that those months are non-inputtable.

    • Tom_R's avatar
      Tom_R
      New Contributor III
      1 day ago

      Thank you for the reply.  However I am not getting the expected results.  When I have an XFBR that sets a dimension to a non-base level making a column read only, the result of the distribution excludes that column, and adjusts the remaining two in the quarter to equal the amount entered.  

      For example, I have the three columns for the quarter, periods 4, 5 and 6.  The equal $13,348, $12,888 and $19,298 respectively, for a total of $45,534.  When I set the quarter to $48,000 and have period 4 set as read only, the result I get for the quarter is $61,348.  The value is distributed evenly between periods 5 and 6, setting them to equal $48,000.  The read only column is excluded from the distribution of the newly entered value and then added back at the end, leaving me with a value well above my target.

      Any ideas how to solve for this would be appreciated.

      Thanks,