Here we will show you how to inactivate an account as of a certain time period. This alleviates the need to delete or move an account, especially if there is historical data. Also, if you are unsure about deleting an account that could have BR’s impa...
Attached is a Word doc that shows you how to set up a check box to sort a “combo box” dashboard object populated with a list of members. These members can be a list of entities, accounts, flows, UD1’s… We do have several examples already set up in th...
This article contains a PDF file that assists the users with setting up the Tax Provision Blueprint application.
Attached is a 2 tab Excel file that describes how Workflow Profiles for Actual and Forecast have been configured.
Attached is a one tab Excel file that shows the execution order of the main BR: "TXP_BusinessRules". It's important to remember that rules execute from the top of the file to the bottom (line by line). So, where you put additional rules for your spec...
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 51. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" Attached is a one tab Excel file that shows all the different entities ...
Attached is a one tab Excel file that has a sample Workflow Upload template. It is OneStream's "Workflow Hierarchy Builder" that has been updated with sample Tax Provision Blueprint metadata. If you have a lot of WF's to create, this may be a good so...
Attached is a one tab Excel file that shows the different types of Group Filings that have been setup in the Tax Provision Blueprint app. See KB article: SAMPLE FORMS -- Links to all the Sample Forms KB articles The flowchart guides you through vario...
Attached is a one tab Excel file that lists all the dashboards, with all the dashboard components and their associated parameters. This can be helpful to see where specific DB objects / parameters are used throughout our dashboards. Filtering has bee...
Attached is a 4 tab Excel file that has many sample Excel formulas. It shows you how to reference the 18 dimensions in order to pull or push data as well as pull in metadata attributes. Areas of examples include: XFSetCell / XFGetCell / XFGetMemberPr...
Attached is a one tab Excel file that shows what text fields are used for each dimension and all the possible text field entries that we use in the Tax Provision Blueprint app.
This article contains a PDF file that assists the users with setting up the Tax Provision Blueprint application.
