Cube views and Parameters
Hi All, I encounter this issue while opening a cube view from a form template in the Workflow. The same cube view opens without any issues directly but if you try opening the same via the workflow, it gives this error "Cube Views used for Forms cannot use parameters when referencing other cube views for Shared rows or columns. Unable to resolve substitution variable <paramtere_name>" .Some detail worth mentioning here is that we are using paramters for formatting and in one of those formatting parameters we are using another parameter. Has anyone encountered something like this and how did you overcome it. Thanks for your help 🙂 KR Arpit
Export Formatted Data Explorer to Excel via code
I have a dashboard that I would like to automate the export of the formatted data explorer to Excel and keep the formatting. The same functionality as is available in the export to Excel button on the data explorer component itself. Am I missing an obvious function or does anyone have a way to replicate that functionality. Thanks, Scott
Retaining parameter value when navigating between forms - is it possible?
Hi all, I am building some form templates for my workflow profiles, and have a query regarding the best way to setup the form template and entity parameter (setup below): I would really like to be able to have users navigate between the forms, and the entity POV that they have selected in the parameter remain constant between forms. As it is now, when they move from a form, it always goes to the top entity in the list. I have some workflows with 20+ entities, and it may be that someone is working on the forms for just 1 entity at a point in time so has to re-select the entity each time. I've seen a "Sticky POV" idea raised on IdeaStream, but that hasn't moved since 2022. I have seen mentioned at Splash that there's an option to have the user state pov remain through a business rule, but haven't seen anything other than a SetUserState? And I'm not really sure how to write the code and apply it here. Any advice would be really helpful.
Refresh first tab when data changes on another tab when click the save buttn.
Hi, I need to make sure the first tab updates when the data changes on another tab after saving. I tried to add the refresh on that save button and redraw that component from the first tab . Is there a way to make this happen with the tabs. I have to currently refresh the page in the upper right when I go to the first tab. Thanks,Sharon
Restatements and Workflow implication
Dear community, It's an open question, hopefully you can forward this topic to other consultant and active people working on OneStream. The question is : how do you think is the best way to work on restatements ? Use Case : the customer load and input data, then validate them all and lock them, finally they report data for 2022. In 2023, they need to modify some of their input because they have more accurate data, which they will ultimately report on as 2022 (restated) in their 2023 reportings. Waiting for your anticipated feedback and thoughts on Workflow definition for this use case, eventually consideration for dimensions build. Regards,Lock one year in two years Forecast
Hi, right now we have a bunch of Forecast scenarios that have a time span of two years, example: Jan 24 to Dec 25 Is it possible to lock some inputs in one specific year? The forecast process has a period where some entities are adjusting some keys and they only should be able to do it in the second year (2025), not the first one (2024). Any idea?Run Confirmation Rules from Outside the Workflow
Hi everyone, I have a question regarding confirmation rules - is it possible to run confirmation rules from outside a workflow via a dashboard button or some other method? Some of our users who would like to see the status of their confirmation rules without having to complete the form and workflow. Currently, they have to mark all forms as complete, complete the workflow, and process the cube to see confirmation rule status. Then, once they see which rules are failing, they have to revert the forms workflow, then revert individual forms - it seems like a lot of extra steps. The forms nodes on our workflows are set up as "Form Input, Process, Confirm, Certify". One possibility we've considered is a dashboard where users can click a button that runs the confirmation rules for their current workflow, then return the status of those rules in a grid view, all without having to complete the forms workflow. I've created a grid view to show confirmation rule status for the currently selected workflow, but this only populates after the workflow has been completed and confirmation rules have been run. If we could run those rules from a dashboard (or via some other method outside the workflow), that would save our users some extra steps. Would this require a custom business rule assigned to a button? Would we need to process the cube as part of this button in addition to running the confirmation rules? Or is there a simpler way to do this? Any advice is much appreciated. Thank you.