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Knowledge Base Articles

Is there a way a user can export all pages of grid data (e.g., from Stage Import)…sometimes we will 100 pages and we can’t expect users to export individually.

Answer There are different options options: •Expand the number of “Grid Rows Per Page” for the User on System tab in Security (default is 50 but could go up to 1000) •Use a business rule to extract •Use the standard Import dashboard for displaying al...

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Question: Users would like to copy form data to an excel for quick analysis without having to export, currently when copying to excel it seems to bring it back as text and puts the data into separate cells wherever commas are.

Answer This is a function of the Excel settings when last using an import of CSV data. Make sure comma is not the active delimiter choice in Excel…you can check by highlighting data & selecting “Text to Columns”. Source: Office Hours: 2019-08-22

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Member formula is missing the ability to execute chart logic for limited dimension intersections, similar to an Essbase FIX statement (e.g. ability to calculate one cash flow account). Can see that the function is in the dll but it is not exposed to the API functions.

Question Answer General approach is to use a Custom Calculation function so that you can limit the calculations to what is actively displayed on the forms. Disadvantages of this approach: •By not having the calculations on member formulas, you lose t...

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When using standard eliminations, how does the system react in the case of non-matching details of source accounts and plug account (e.g., source is supporting some flows, the plug account some others)?

Question Example: In the balance sheet it might happen, that the plug account of the elimination is part of the equity accounts. In equity, I have a detailed movement table with additions and disposals where the receivables and payables support openi...

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