Recent Discussions
Management vs Stat reporting - best practice approach?
Hello, We want to review both our Management and Stat reporting on a monthly basis. The 2 approaches we are considering using are: employ an Audit / Nature UD to build the separate views by adjustments layered over the local GAAP import. or use a separate Scenario for each view with the Local GAAP data being fed into each scenario. One of the main differences between the two views would be pre-acquisition TBs for newly acquired companies being included in the management view for comparative purposes. Would be Interested to hear anyone's feedback or suggestions - thanks!
Dashboard component/business rule
Is it possible to do a live character count using a text box and label component inside of a business rule that counts characters as they are being typed into a text box component that is used in a dashboard? The contents of this text are written to a relational table but as for the character count, I want to do that live BEFORE I write the contents to a relational table. This is on an 8.4 application.
Stored Calc Issue
Hi Team, I am trying to build a Stored calc. My account type is "Revenue" & Formula type is "Formula Pass 11". Here, if i give full combination (All Dimensions) data is sending from Source to designation. and one more thing if i give any variables Data is not sending from source to Destination. can you please help us how to make the calc as dynamic since i am giving all combinations.Confirmation Rules - Time Frequency
Hi there, We've developed rules that works properly in actuals with monthly frequency. Is there a way to use the same rules in other frequencies? I tried to link them to a budget scenario with yearly tracking frequency (Scenario property), but they are applied at the end of the year (for instance 2022) instead of each month. This behavior is kept even after changing to Monthly frequency, or "Member Filter" using "T#|WFYear|.Base". Is there a filter on the time from the WF itself? Ideally, we'd like to keep the actuals conf rules as they are. Thank you for the help. Regards
Restricting Data Loads Outside Workflow Time Period – Excel Quick View / XFset
Hey Team, I’ve observed that users are currently able to load data via Excel/Spreadsheet tools (Quick View / XFset) beyond the defined Workflow Time Period range for any scenario. This behavior persists even after setting the following Application General Properties to False: Allow Loads Before Workflow View Year Allow Loads After Workflow View Year Despite these settings, the restriction does not seem to be enforced, and users can still submit data outside the intended time range. Could you please advise if there are additional configurations or security settings required to fully restrict data loads outside the Workflow Time Period—especially when using Excel-based tools? Any guidance or best practices would be greatly appreciated. Best regards, Yogesh Kumar Goyal
Supplied Parameters in Workspaces
Hello, I have a button which is fed from a List Box seen below Upon clicking this button, I would like Users to navigate to another Dashboard where the label component and cube view open with this button selection. Are supplied parameters the way to accomplish this? If so, what are the correct configurations to achieve this. Thanks for your help!
DM Step Issue with Exporting Data with View Filters
Hi team, I'm trying to export data using a Data Management step with view filters. When I specify the view as V#Periodic,V#YTD, only V#Periodic data records is being extracted. If I reverse the order to V#YTD,V#Periodic, then only V#YTD data records get extracted. Has anyone faced this issue or knows how to correctly extract data with View dimension filters? Thanks in advance! 🙂Consolidation percentages bulk load
Hi. I have a lot of changes to consolidation percentages (example : the consolidation % changed in 2024M9 to 60%) to various entities with a time stamp (i.e. history already has default was 100%, then 2023M1 it changed to 80%). However, I cannot just slot the changes into an xml file and load it otherwise it will wipe out the history of the consolidation percentages for those entities and the only info remaining will be the latest change loaded (2024M9 at 60%). Is there a better way to do it than to extract all the ownership information and manually add a new line per entity in the xml extract.
Meta Data UD2 DIM
We have some group of base customers under different parents with text property, and we are planning to block input to those customers in all the input forms if we use dimension property Allow input 'false' then it will block input but after that update during close FPA team should do adjustments for those Customers. Can we do it with irrespective of that dimension property false update. Is there any option that without updating input forms (CUBE VIEWS) with customer (UD2) parameter or with the help of business rule can we override that dimension property Allow input 'True' by running DM Step for certain customers when we give them in DM JOB and revert again to false after inputs through DM step. Please suggest your solutions.
