Actual at other FX rate (PY/Bud/PP) - Currency Neutral - How to view Fcst Scenario at other rate
Two part question. Comparing Actuals as other Rates to remove currency flux We want to take our Actuals and view at PYE, PYP & budget FX rates to take out flux in currency. Is there a feature (outside of creating BR's or Alt Rate types) to do this. We currently have built 3 scenario for the above rates and it works as expected for base level members. Where we run into issues is with converting to Reporting currency at parent members. Ex is converting our EMEA entity (currency - EUR) to USD. The BR seems to store the USD value at the base entity but is converting from EUR to USD at parent level using OS logic (ie current defined rate for Actual scenario). It is not consolidating up the USD value but converting from EUR at parent member. This BR was created almost 6 years ago when we implemented so hoping there is something out-of-the-box now that will do this. I am exploring creating 3 new Rate Types: PY Budget, PYE Actual & PYP Actual. I would copy all the PY rates into these 3 new rate types and then create 3 Actual scenarios, each using these new rates. The big issue is having to copy all the data over from Actuals and then reconsolidating. Hoping there is a better way. Fcst Currency Neutral - Having Fcst at the Budgeted rate We are US company with large % of our business from Europe and the flux in EUR to USD is distorting our review of how we are doing. Looking for a way to see our Fcst how we expect (current process) and at Budget rate. I could copy to new scenario that is set to Budget Rate but we have 12 Fcst scenarios and that would take up alot of resources to copy and consolidate as we would need to do this many times during Fcst process (ie it would not be something we only did once the Fcst was closed but during the process) Would this be a UD8 member and if so, how would it handle Base and Parent level members. Looking for best practice advice on how to handle these two issues.13Views0likes1CommentCapital planning - Access
Hi, We are using the capital planning module. There is a requirement from client For a few lines, users should not be allowed to change, modify, or delete anything. However, if he adds additional lines, he should be able to edit, add new line or remove. Example: In the budget scenario, data is copied from Actual, and it also has its own budget data. So, for data that comes from Actual, end users should not be allowed to modify or remove. However, for budget data, he should be able to update, change, and remove lines from the Capital Planning Register. Is it possible?6Views0likes0CommentsFetching text property by time
Hi, I'm trying to display a time-variant text property of the UD1 dimension member in a report. The challenge is that the text value can exist in any period of the member, so I currently loop through the forecast periods (spanning two years) to retrieve the values. While the code works, its performance is not good. Is there a way to fetch or look up the text properties by time (possibly from a specific table) without iterating through all periods? Any command or optimized approach to achieve this efficiently would be highly appreciated. Dim Date As String = $"{year}M{month}" Dim timeID As Integer = timedimhelper.getidfromname("Date") Dim myVaryByTimeId As Integer = BRApi.Finance.Members.GetMemberId(si,DimType.Time.Id, Date) Dim mbrText As String = BRApi.Finance.UD.Text(si, 9, mbrId, 1, -1, myVaryByTimeId)Solved118Views0likes8CommentsWorkspace Assemblies Extensibility Rule
Has anyone been able to get an extensibility rule to work in the workspace assemblies? I've looked and I haven't seen much of any documentation on this. I'm working in 8.4 and have the rule working when I have it using the regular extensibility business rule which is attached to a DM job to run. When I try to move it to a workspace assembly and put it on a DM job it doesn't work. I've created a new file as the Extensibility Business rule source code and have the same code with no errors. I don't see an option in the Ws Assembly Factory to specifically call out extensibility rules either. So far I've been successful with getting an XFBR, Extender Rule and Custom calculate rule to work in assemblies but extensibility doesn't seem to work. Below is the error I am getting.Solved124Views0likes9CommentsData Audit Dashboard
Hi All, I am trying to create a dashboard to extract the data for the given point of intersection basically I have given all the dimension parameter for the user to select and click on the button download that runs the DataManagement job and will extract the data for the selected POV . I am able to achieve the above requirement just like an enhancement I want to also get the data of the user details who has loaded data into those point of intersection. Can some one help me with the lead how can I achieve the above user details that would be really great. Thank You10Views0likes0CommentsSyntax for calling a Finance Custom Calculate Service
Hello, I am working in an 8.5 application and want to utilize Finance Custom Calculate services within a dashboard. My service factory is enabled at the Dashboard Maintenance Unit level of detail. I am trying to launch the custom calculate function via a dashboard button. Does anyone have example syntax for this? I figured OneStream would release documentation externally for this but was unable to locate any. Thanks!Solved126Views0likes3CommentsDynamic Column Headers in the PLPRegister
Hello All, Anyone know if it is possible to pass a parameter value into the PLP Register? I have a method query returning a value based on scenario & year and need that to be the column header in the register. This is more of a POC than a hard requirement at this point. Any creative suggestions are welcome.Solved44Views0likes3CommentsDefault values on Parameter in Dashboard
Hi All, Working with a dialog box with 3 parameters that are being used in a business rule later on. I want the parameters on dashboard load to always show the first value in my delimited list. Right now it always saved my previous selection. I have tried to set "Default Value" in the parameter itself, that dosen't work, guess it is only working on first load? I have tried to run a Dashboard extender BR like below to set param values on load of dashboard, but it dosen't overwrite my previous selection.: Only thing that have worked this far is to set a bound parameter with a set value on my button that opens my dialog box. However it seems to only let me add one bound parameter, I have 3. Anyone having any advice how I can set one value from my delimited list to always appear when loading my dialog box.Solved142Views0likes1Comment