Actuals Adjustment
How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream? Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!
Pass-thru Formatting on Cube Views
Good afternoon, I'm trying to pass through formatting from one cube view to another. The 2nd cube view is a dialog pop-up in a dashboard triggered by a selection changed event. So far I've been able to determine destination formatting based on Cell POV dimension members of the cell "clicked" but I'm hitting a snag on dynamically calculated cells (column is Actual versus Budget % for example). The Cell POV dimension members are the same with the only difference being a "GetDataCell" at the end. I haven't figured out a way to retrieve what, if anything, is in the "calculation script" for a cell intersection. Or if there's a way to retrieve the row and column names for a cell intersection at the time of a click? Looking for any guidance possible. Thanks, Brandon
Executing QuickViews using BRs
Hi everyone, Does anyone know if there's a specific method to be able to run Quickviews using a Business Rule? Trying to understand if OS is capable of doing something like that. Presumably, what I would like is to execute a dashboard that would allow me to see one, just seeking for some ideas on this topic. Thank you!
Task Manager Dashboard Configuration
I have to create a task manager build that does not include weekends in the duration. We have tried adding the weekends to holiday profiles and excluding them from the explicit day map, but the duration will always include the weekends. Right now, I have due dates on weekends an holidays even when calling them out in the Holiday Profile and setting each one with an offset of 1. Is there a work around for this or any other solution to have the durations skip weekends/ due dates not be due on weekends or holidays?Embedded dynamic repeater
I have a cube view with a parameter on Entity |!Entity_select!| that I would like to put in a tabbed dashboard that has one tab for specific Entity member. I am using dashboard type "Embedded dynamic repeater" where the component is data explorer report. Data explorer report has data adapter component to the Cube View. I thought the way to do this would be to use the template parameter values in the collections. But it shows error as attached below. It seems that the template parameter value was not passed to Entity_select parameter. Is data explorer report component compatible for dashboard embedded dynamic repeater? Is there any sample of Embedded dynamic repeater dashboard using data explorer report component? TIA, Nuryana
Publish a Document in Narrative Reporting
Hi Team, We have an issue in publishing the document in the Narrative Reporting. while Publishing the document, it is saving under respective user folder. how to publish a document in share folder or any group folder. Can you please help us resolve the issue. Thank you, Shiva PrasadData formatting GridView
I have tried multiple ways: Literal Perameters, Column Formatting, Data formatting to try to format GridView cells. I have some decimal data coming over. it is formatted as $#,###,0;($#,###,0);$0 I cannot get it to Horizontal Align Center, Negative Text = Red. This is really agitaitng. Trying to align my data, show Negative Values as Red. Thank you in advancedCreate Single Formatting Rule
Good morning, So, I am creating a Report Component with, at least, 75 different data cells from Data Adapters. When it comes to a Formatting Rule, I am looking for a single rule where the condition is dynamic based upon the value of the cell it is applied to. This is just a small portion of the cells. I would like to format all of them as ($##,###) in Red if it is negative. I have tried using [Value] < 0 in the condition but everything is turning red. I have created calcualted cells to turn any text into Decimal. I don't want to have to create a rule for every cell. Also, when it comes to the Format String, what is the syntax to make negative number show in parenthisis?
How to populate a Dashboard List Box referencing WFText4 but the UD dim may vary across Workflows?
As the title suggests, I am trying to populate a dashboard list box that references the Workflow text property regardless of the dimension being used. I'm able to populate the list box using a single dimension, meaning a UD3 member is populated on the workflow's WFText4 property and a member list parameter uses |WFText4| to pull it in. How would I get this to work if the Workflow text value is not always UD3? For Example (both workflows will be using WFText4): Canada Workflow A needs a UD3 Member.Base to populate in the list box when they run the dashboard in their workflow but Canada Workflow B needs a UD6 Member.Base to populate the list box when they run the dashboard in their workflow. Please let me know if I can provide more context.
