Liquidated entities with nil balance in forms
Hi all, I'm after some guidance for a capex form that I'm currently developing. Simply, it's a form that takes the current month closing balance (BS accounts) less the prior month closing balance, and need to categorise these movements. At the end of FY24, 2 entities liquidated (LQE) and transferred assets to a new entity. In the entity dimension, it's timestamped in the 2 entities as no longer in use from FY25 M1 onwards. So for FY25, there is no form to fill in for the 2 LQE's but there is for the new entity. However, at group level, it shows the FY24 balance with 2 LQE's and no balance for new entity, and FY25 is no LQE's, just the new entity. Because the setting means the 2 entities are no longer part of the group, it's no longer showing in the movement columns. See below. The real movement for the month to be explained is -33k, but the calculated movement ignores the 2 LQE's and just shows the new entity with +164k addition. Any ideas how I can develop this form so that the liquidated entity movements can be incorporated? At the individual entity level, the forms work, but it's when it consolidates at Group level it's the issue. I feel like I'm just missing something very simple, but it's been a long day...
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,SharonRestatements 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?Value from CustomCalc not storing after processing cube - DM Roll Forward Form job
Hi all, I have developed a process to rollover a form from one period to the next. Specifically prepayments, where the monthly movement is explained for 4 GL accounts using 20ish flows. The user enters a value in the value cell and the commentary cell. I have created a button to run a CustomCalc DM job to copy the values entered from the prior month form and past it to the current month form. I managed to get it working for both the Values and Annotations, so that it shows the rolled forward amount on the new month form. However, when I step through Input Form > Process > Confirm, it then wipes the value at the Process stage. The rolled forward annotation does remain. I notice that when I roll forward, the value is stored as "Calculation" and in blue font. When I type a value in manually, it is in black font and it remains when processed. The main thing that I am finding weird though, is that I developed this in v7.2 and it worked. However, we have upgraded to v8.2 and now it doesn't seem to work. I have attached my BR and a some screenshots to see if anyone has any ideas. Highlighted where the value has changed (annotation remains) after processing. Thanks in advance!
