Dashboard Objects and Associated Parameters
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 been turned on for the columns to assist with this activity.Global Options Dashboard
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 37. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" Global Options The Global Options page contains eight properties that must be set before the start of any unit testing. After defining the Entity Dimension, set the Tax Entity hierarchy and the other Global Options. These settings cannot be saved until all options are set. It is recommended you not change these settings after loading data. Note: All Global Options settings are saved to literal parameters. Access the Setting dashboard from here: Access to the “Global Setup” page is limited to both the OneStream security group “Administrators” and to the security group that is selected on the Global Setup page. There is an XFBR rule in TXP_ParamHelper where the security group is evaluated. Note: The “Administrators” security group “bypasses” all other security groups. This XFBR rule is referenced on the dashboard component “btn_ShowSettings_TXP”. If a user is in this security group, then they will see the “Settings” icon in the upper right-hand corner… and have access to this page: Note: The "Security Role (Manage Tax Setup)" is only used to limit user access to the Global Setup page. It is not used anywhere else in the Tax Provision Blueprint application. However, it doesn't limit you from using it elsewhere in the application as you setup security groups. Select the Entity Dimension and Entity The Entity (Hierarchy) is referenced in rules and parameters. In the drop-down list box, select the Entity Dimension and then highlight the top-level tax provision legal entity parent. Security Role (Manage Tax Setup): You now have the ability to use a specific security group to control access to this Global Setup page. You do not have to use the OneStream security group “Administrators”. Seed Year A 4-digit Dashboard Parameter used in the initial configuration of Tax Provision Blueprint to store the seed year of the application. This parameter is used in Business Rules to calculate tax provision data. For Bulk Copy (Return Data) - RTP Range of Years Select how many years prior to the workflow that you want available when copying the national to local return data (bulk or single POV copy). The default is “3”. Valid values are 1 to 5. This value is used in Schedules DM 20b / DM20bAdmin, DM 20b2 / DM20b2Admin, DM 30b / DM30bAdmin, and DM 30b1 / DM30b1Admin. Sch 03 Expiration Year (lower limit) A 4-digit Dashboard Parameter is used to limit what the user can input as the lower limit expiration year for Schedule 3, but only in the Seed Year. Sch 03 Expiration Year (upper limit) A 2-digit Dashboard Parameter is used to limit what the user can input as the maximum expiration year for Schedule 3. This 2-digit value is added to the current WF (Workflow Year). Sch 04 Tax Year (lower limit) A 4-digit Dashboard Parameter is used to limit what the user can input as the lower limit tax year for Schedule 4. Important! All fields in Global Options must contain a valid response in order to save.Parameters
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 174. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Parameters - Manual Updates Required" Parameters As we mentioned at the beginning of the document, we use parameters extensively – in cube views, dashboards, reports, business rules, data management jobs to name a few. Extreme care should be used when making any modifications to the parameters. Parameters do not appear in alpha/numeric order. We have used the “Sort Order” to arrange them in a logical order. You can adjust the order of the parameters as you like. All parameters should be reviewed to make sure that the cube dimension, the entity dimension, and the entity name, the UDx dimension names represent what you have created in your application. If you use the exact same dimension names, then no changes are necessary. Here are the Dimension names that are used in Tax Provision Blueprint: Examples of things to look for and possibly change based on individual application set ups: The Cube name is used throughout the entire application. We recommend that you also use the cube name “XFW_TXP” in your application. The dimension names are used through the parameters. We recommend that you also use the dimension names that come with the Tax Provision Blueprint app. The Settings options that are selected and saved on the Setup dashboard are written and stored to several Literal Value parameters. These parameters are then used in BR’s and CV’s. The following literal value parameters are used throughout business rules, cube views and in other parameters. The following parameters have the return to provision scenario (TXP_ActualRTP) hard coded in the member filter: NationalFiler_ActualRTP_DM30b1_TXP NationalFiler_ActualRTP_DM20b2_TXP UD1_JD_20b2_TXP UD1_JD_30b1_TXP UD1_JD_MASTER_30b_TXP UD7_Sch30b_ML_All_TXP UD7_Sch30b1_ML_All_TXP There is a parameter called “Tax_Entities_SETR_TXP” that uses the “Where” clause. There is currently no option to use VaryByScenarioType or VaryByTime. It only looks at the “Default” scenario type. If you use the “Default” scenario type for this setting, then no modification to this parameter is required. If you cannot use the “Default” scenario type, then you will need to redefine the member list. We could have defined the member list as follows, but it is then hard coded to the application’s specific entities: E#TXP_Domestic_Total.TreeDescendants, E#TXP_Intl_Total.TreeDescendants.Remove(TXP_Europe_Total)Parameters - Manual Updates Required
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 179. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Parameters" Parameters - Manual Updates Required Here is a list of specific parameters that need to be evaluated and possibly changed based on your specific app setup. Parameters are located here: Tax_BaseLevelTimePeriods_TXP This parameter is used on other parameters as well as in a number of CV’s. It is a literal value parameter that has the lowest level time period for the Tax cube. By default, it is set to “Months”. This is particularly important if your application uses a “Time Profile” whose base level is something other than months (i.e.: weeks, quarters…). So, rather than hardcoding parameters and cube views with “.base” or “.months”, we have created this parameter to make it easier to update your application. However, if you require Tax schedules (maybe in different scenarios) to have more than one type of base level time periods (i.e.: some schedules need months and some need quarters), then additional modifications will be required. If your application just uses the Standard time profile that goes down to months, then no updates are required. If you need your Tax schedules to be at “weeks” or “quarters” (and your scenarios are set up to accept data in that frequency), then you will need to update this parameter and test the CV’s. Here is a list of the parameters that use this parameter: WFYearBasePeriods_ML_TXP Here is a list of the cube views where this parameter is used: 10b FX Rates Actual WF Year_TXP 10b FX Rates FCST_M5 WF Year_TXP 10b FX Rates FCST_Q2 WF Year_TXP 10b FX Rates FCST_Q3 WF Year_TXP 10c FX Rates Actual All Years_TXP 10d Calc Status All Entities WF Year_TXP 10dd Calc Status All Entities WF Year_TXP 10dFC Calc Status All Entities WF Scenario_Year_TXP 10ee Calc Status Actual All Entities WF Year_TXP 10f Calc Status WF Entities WF Year_TXP 10ff Calc Status ActualRTP All Entities WF Year_TXP TimeStamp_Overview_TXP Sch_01_TaxRates GLTaxAdmin_TXP Sch_03_OriginYear_TXP Sch_04_Payments Refunds_TXP Sch_04FC_Payments Refunds_TXP Sch_LNB_TXP Sch_LP05_06_National Process excl Local JD_TXP Sch_LP05_06_FC_National Process excl Local JD_TXP TimeZone_Footer_TXP This parameter is used in the footer of ALL cube views and reports. It may need to be adjusted for your specific app setup. CalcStatus_Sch40FC_TXP This parameter is hard coded to the Tax cube name. It may need to be adjusted based on your app setup. SourceFCSTScenarios_TXP This parameter is used in schedules to provide a list of forecast scenarios. It may need to be adjusted for your specific app setup. FCSTScenarios_Sch1f_TXP This parameter is used in schedule 01f to provide a list of forecast scenarios. It may need to be adjusted for your specific app setup. Select_Report_Scenario_TXP This parameter is used in reports to provide a list of forecast scenarios. It may need to be adjusted for your specific app setup. Select_Report_FCSTScenario_TXP Tax_Countries_NoBase_TXP This parameter most likely will have to be updated based upon the countries that your app is setup with. Tax_Entities_NatGF_TXP This parameter most likely will have to be updated based upon the countries that your app is setup with. Tax_Entities_noNatGF_TXP This parameter most likely will have to be updated based upon the countries that your app is setup with. UD7_Sch05c_NatGF_TXP This parameter most likely will have to be updated based upon the countries that your app is setup with.