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Greg_S's avatar
Greg_S
New Contributor II
4 years ago
Solved

Loading Annotations Only via a Workflow

Is it possible to create a data source to load annotations only from a flat file. I am tagging the annotations in the flat file with the View dimension. It seems like the data source always wants a...
Data Sources
  • Greg_S's avatar
    Greg_S
    4 years ago

    Found the issue.  For future reference, on the Cube’s Integration Tab, ensure that the TextValue field is enabled for the desired Scenario Type.  Lookup "Loading Cell Text as an Annotation Data Attachment" in the Design and Reference Guide.

RobDessureault's avatar
RobDessureault
Icon for OneStream Employee rankOneStream Employee
1 year ago

I'm able to import and load cell text (V#Annotations) through an Import workflow profile.

Please note that cell text can be entered into any POV (including parent members). Depending on how you are using/displaying cell text, you can only load to the O#Import origin member. So if you are trying to migrate cell text from one app to another, the Origin member could vary. Meaning, if you entered cell text in one app (most likely at O#Forms or O#BeforeAdj), when you go to load into another app, the import process will only load to O#Import. so that might be an issue.

Here are the different Data Source setup you need to consider when loading in cell text (Annotations):

For the "Amount", you need to reference a column that contains data values - it can be any column, nothing happens with this, we just need to "fool" the system.

Hope that helps out.

 

RobDessureault's avatar
RobDessureault
Icon for OneStream Employee rankOneStream Employee
1 year ago

If you need to migrate cell text from on app to another, consider using this process.

Export the cell text to a ".csv" file.

Open up that file in Excel. Save the file as a normal Excel file. Create a XFSetCell formula to load in the cell text (Annotation). Copy the formula to each row. This will allow you to load the cell text to "ANY" POV intersection - including O#BeforeAdj.

Here is a screen shot of the attached sample file. It uses XFSetCell and then a XFGetCell with a variance to make sure that the cell text was loaded. This references the Tax Provision app, but can be used for any application.

Col G Row 26 - XFSetCell: =XFSetCell($F26,TRUE,$C$3,$C26,$C$5,$C$6,$C$7,$C$8,$C$9,$F$23,$C$11,$C$12,$C$13,$D26,$C$15,$C$16,$E26,$C$18,$C$19,$C$20,$C$21)

Col H Row 26 - XFGetCell: =@XFGetCell(FALSE,$C$3,$C26,$C$5,$C$6,$C$7,C$8,$C$9,$F$23,$C$11,$C$12,$C$13,$D26,$C$15,$C$16,$E26,$C$18,$C$19,$C$20,$C$21)

Col I Row 26 - Check: =IF(G26<>H26,"ISSUE","")

Sorry - can't upload my sample Excel file.