Sample Excel Formulas
Attached is a 4 tab Excel file that has many sample Excel formulas. It shows you how to reference the 18 dimensions in order to pull or push data as well as pull in metadata attributes. Areas of examples include: XFSetCell / XFGetCell / XFGetMemberProperty / XFGetRelationshipProperty / XFGetMemberInfo. This is an excellent file to help you get up and running quickly using Excel formulas.Sample Workflow Upload Template
Attached is a one tab Excel file that has a sample Workflow Upload template. It is OneStream's "Workflow Hierarchy Builder" that has been updated with sample Tax Provision Blueprint metadata. If you have a lot of WF's to create, this may be a good solution to assist you with creating workflows. Please test a small sample in a Dev app to make sure you are filling in all the proper fields based on your specific application.Form Template Groups & Profiles
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 32. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Form Templates" Tax Provision Blueprint Forms There are numerous Form Template Groups that come with Tax Provision Blueprint. They have been split into manageable groups to assist with creating the XFW Form Template Profiles. It includes forms for preparing and reviewing the schedules and to support the tax provision process. These should only be modified when needed for other design decisions or metadata maintenance. Careful consideration should be made when moving schedules between groups or adding new schedules into groups. One of the XFW Form Template Profiles is assigned to each Workflow Profile in which it is desired to display those Forms and collect their inputs. The assignment of Required, Optional or Not Used to a Form may be changed as per client specifications.