Annotation in a Form Matrix Import Template
Hello,
I am using an excel Form Matrix template to load some data into OneStream. I am trying to add Annotations into this view but I am facing a issue.
Using the AN# in the matrix layout will ...
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Not sure if you can accomplish that using a matrix template, since all 12 months share only 1 annotation field on a single line. If you need 12 months as columns in your template and if XFSetCell is an acceptable option, you can use that method, instead.
It turned out that it was working the whole time and I was just not at the right intersection. My testing and dashboard forms were at Origin -> BeforeAdj and I was loading everything to Forms. That is fine for cube data but not Annotations. When it finally clicked that this data is stored in a SQL table and not the cube, I realized I needed to load to BeforeAdj so it would showup on my Dashboard Form. Also did not think you could load via the forms process to anything but Forms. I also split it out into two worksheets. One for Annotations (only one Amt column and a fixed Time column) from our $$ loads (12 Amt/Time columns). It all works great.
Hi Could you please share how you loaded annotation in your XFF template. I am having issues with a single period load and a matrix load. Try to follow your screen shot
