Recent Discussions
Save Offline Copy
I'm getting the below error message regarding location when trying to save a file with multiple XFGetCell formulas offline. I've updated my preferences that an earlier question showed as a solution and refreshed the workbook (again) before attempting to save...but am unable to save the file without the formulas. I've tried directly to my desktop, various folders, where downloads go.... I can't find an acceptable location. Any help would be appreciated.
V#Trailing12MonthTotal
Hi , I am trying to use the V#Trailing2-12MonthTotals in my reports. Could any expert users please advise if the TrailingTotal in View Dimension works only for P&L numbers or they work for Balance Sheet and Retained Earnings totals also. Any reponse will be much appreciated. Thanks Sam
Top Ten and All Other
Hi. I have a cube view / customer sales report where I can get my top ten customer sales, and I have a row that has the total sales. How can I make a row to show 'All Others' so I can foot the lines to the total sales? I've tried a CVR calc but it pulls in the top customer only. Thanks, Brian
Row Formula is overring Ud8 Calc
Hi Team, In our report we are having multiple formula's in row and columns (Can't apply the row or column overrides). So, have created a UD8 Dynamic calc. though after applying the UD8 member in column, row formula is overring the UD8. Can please help us to resolve the issue.Workflow Certified Status with User Details
Hi Team, We have a requirement like, Finance team wants to have one report with the details of Workflow Status, who certified the respective entity (name of the user) along with certification time stamp. used the below Dash Board data set rule. followed the below steps to get the grid view Attached the Business rule to Data Adapter Attached the Data Adapter to BI Viewer. But here i am getting two certified status for the entity. we need the latest certified status. can you please help us to resolve this. Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine Namespace OneStream.BusinessRule.DashboardDataSet.WF_Certification_Status Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) As Object Try Select Case args.FunctionType Case Is = DashboardDataSetFunctionType.GetDataSetNames Dim DSnames As New List(Of String)() DSnames.Add("GetWFStatusandCertificationF") Return DSnames Case Is = DashboardDataSetFunctionType.GetDataSet If args.DataSetName.XFEqualsIgnoreCase("GetWFStatusandCertificationF") Then Return GetWFStatusandCertificationF(si, args) End If End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function Private Function GetWFStatusandCertificationF(ByVal si As SessionInfo, ByVal args As DashboardDataSetArgs) As DataTable Dim WFTable As New DataTable("WFSTATUS") Dim CertTable2 As New DataTable("WFCertSTATUS2") Dim CombinedTable As New DataTable("CombinedWFandCertStatus") CombinedTable.Columns.Add("ProfileKey") CombinedTable.Columns.Add("ProfileName") CombinedTable.Columns.Add("ScenarioName") CombinedTable.Columns.Add("TimeName") CombinedTable.Columns.Add("StatusText") CombinedTable.Columns.Add("LastExecutedStepStatus") CombinedTable.Columns.Add("LastExecutedStepTimeUTC") CombinedTable.Columns.Add("LastExecutedStepTimeEST") CombinedTable.Columns.Add("SignOffState") CombinedTable.Columns.Add("UserName") CombinedTable.Columns.Add("TimeStamp") Dim WFName As String = "ASIA" Dim WFScenario As String = "Actual" Dim WFTime As String = "2025M1" Dim methodTypeId As String = XFCommandMethodTypeId.WorkflowStatus Dim resultDataTableName As String = "WFSTATUS" Dim methodQuery As String Dim customSubVars As New Dictionary(Of String, String) brapi.ErrorLog.LogMessage(si,"1") methodQuery = "{" & WFName & "}{" & WFScenario & "}{" & WFTime & "}{AllProfiles}{Descendants}{ProfileName like '*.Confirm*'}" 'methodQuery = "{" & WFName & "}{" & WFScenario & "}{" & WFTime & "}{'%Confirm_Certify'}{Descendants}{ProfileName like '*.Confirm*'}" Using dbConnApp As DBConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) WFTable.Columns.Add("ProfileKey") WFTable.Columns.Add("ProfileName") WFTable.Columns.Add("ScenarioName") WFTable.Columns.Add("TimeName") WFTable.Columns.Add("StatusText") WFTable.Columns.Add("LastExecutedStepStatus") WFTable.Columns.Add("LastExecutedStepTimeUTC") WFTable.Columns.Add("LastExecutedStepTimeEST") Dim objDataSet As DataSet = BRApi.Database.ExecuteMethodCommand(dbConnApp, methodTypeId, methodQuery, resultDataTableName, customSubVars) 'Dim FilterData As Datarow() = WFTable.Select("ProfileKey", "ProfileName","ScenarioName", "TimeName", "StatusText", "LastExecutedStepStatus","LastExecutedStepTimeUTC","LastExecutedStepTimeEST Desc") For Each row As DataRow In objDataSet.Tables("WFSTATUS").Rows WFTable.Rows.Add(row.Item("ProfileKey"), row.Item("ProfileName"), row.Item("ScenarioName"), row.Item("TimeName"), row.Item("StatusText"), row.Item("LastExecutedStepStatus"), row.Item("LastExecutedStepTime"), row.Item("LastExecutedStepTime")) Next ' For Each row As DataRow In FilterData ' WFTable.Rows.Add(row.Item("ProfileKey"), row.Item("ProfileName"), row.Item("ScenarioName"), row.Item("TimeName"), row.Item("StatusText"), row.Item("LastExecutedStepStatus"), row.Item("LastExecutedStepTime"), row.Item("LastExecutedStepTime")) ' Next End Using brapi.ErrorLog.LogMessage(si,"2") methodTypeId = XFCommandMethodTypeId.CertificationForWorkflowUnit methodQuery = "{" & WFName & "}" & "{" & WFScenario & "}" & "{" & WFTime & "}" & "{True}" & "{}" Using DBConnAppForCert2 As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) CertTable2.Columns.Add("ProfileKey") CertTable2.Columns.Add("ScenarioKey") CertTable2.Columns.Add("TimeKey") CertTable2.Columns.Add("SignOffState") CertTable2.Columns.Add("UserName") CertTable2.Columns.Add("TimeStamp") Dim objDataSet As DataSet = BRApi.Database.ExecuteMethodCommand(DBConnAppForCert2, methodTypeId, methodQuery, "WFCertSTATUS2", customSubVars) For Each row As DataRow In objDataSet.Tables("WFCertSTATUS2_SignOffGroups").Rows CertTable2.Rows.Add(row.Item("ProfileKey"), row.Item("ScenarioKey"), row.Item("TimeKey"), row.Item("SignOffState"), row.Item("UserName"), row.Item("TimeStamp")) Next End Using brapi.ErrorLog.LogMessage(si,"3") For Each wfRow As DataRow In WFTable.Rows Dim profileKey As Object = wfRow("ProfileKey") Dim certRows As DataRow() = CertTable2.Select("ProfileKey = '" & profileKey.ToString() & "'") For Each certRow As DataRow In certRows Dim newRow As DataRow = CombinedTable.NewRow() newRow("ProfileKey") = wfRow("ProfileKey") newRow("ProfileName") = wfRow("ProfileName") newRow("ScenarioName") = wfRow("ScenarioName") newRow("TimeName") = wfRow("TimeName") newRow("StatusText") = wfRow("StatusText") newRow("LastExecutedStepStatus") = wfRow("LastExecutedStepStatus") newRow("LastExecutedStepTimeUTC") = wfRow("LastExecutedStepTimeUTC") newRow("LastExecutedStepTimeEST") = wfRow("LastExecutedStepTimeEST") newRow("SignOffState") = certRow("SignOffState") newRow("UserName") = certRow("UserName") newRow("TimeStamp") = certRow("TimeStamp") CombinedTable.Rows.Add(newRow) Next Next brapi.ErrorLog.LogMessage(si,"4") Return CombinedTable End Function End Class End Namespace
Refreshing an emailed spreadsheet
We just upgraded from 8.4 to 9.0, and almost certain before we could email a spreadsheet with XF functions and immediately refresh the spreadsheet with button in the ribbon when already logged in. Now the Refresh Sheet button is grayed out, and now you have to "save as" the spreadsheet then refresh because the spreadsheet is in "read only" mode. I'm trying to decide if it changed with the upgrade, or if one of the Preferences settings affect this, or if we are just not remembering correctly. Any ideas or are we just wrong?
WfTime parameter not working in SQL table editor
Hi everyone, I'm currently working on a dashboard that, through the use of a SQL table editor, will show data stored in a table. Below an example of one row from that table: The interface of the SQL table editor allows me to filter the data to show only specific rows, and I added a filter for the columns T_ENTITY and PERIOD: The first filter (T_ENTITY) works as expected. The second filter should filter out those rows in the table whose Period differs from the one selected by the user in the WF. Nevertheless, if I use |WFTime| as parameter, it doesn't show any row, even those that have the same Period as the WF. If I instead replace |WFTime| with the static period (es 'PERIOD = '2022M11'), it works fine. The conclusion I take is that |WFTime| is not equal to the current WF period. To check that out, I added the following label to the dashboard header, setting its value equal to |WFTime|: and it shows exactly the current WF period: Is it possible that the parameter |WFTime| does not work as a filter for a SQL table editor? Or am I missing something? Thanks in advance for the help!
