Actuals Adjustment
How to Add Adjustments with Add Back Category and Free-Form Add Back Name to Actuals in OneStream? Hi Everyone, I’m working with Actuals data structured like the attached screenshot and want to add adjustments linked to this data. Key points: Adjustments must tie to Actuals by Company, Account, and Month Each adjustment includes: An Add Back Category An Add Back Name, which is free-form text and can vary monthly I want to maintain monthly detail and enable reporting and drill-down by both Add Back Category and Add Back Name My questions: What’s the best approach to model and load adjustments with both a Add Back Category and a free-form Add Back Name in OneStream? Should Add Back Name be a UD member with auto-create, a text attribute, or something else? How to avoid member explosion or reporting complexity given the free-form nature of Add Back Name? How can I ensure adjustments roll up correctly and maintain data integrity? Any recommendations for validation, governance, and reporting for this kind of adjustment detail? Thanks in advance for your insights!23Views0likes0CommentsNarrative Reportings Extensible Docs
Hi, I need to provide a demo for a customer who is exploring using Narrative Reporting. I am using the Termplate to create the Root/Section/Document structure. Can anyone provide me with the Extensible docs that are associated with the template and imported into NR? Displayed in green below: It would save me a lot of time and effort. Many thanks Guy42Views0likes0CommentsNarrative Reporting Issue
Hello! Has someone tried Narrative reporting in 9.1 version? I am currently experiencing issues: 1.- Inserting charts/Advanced Charts / Reports if someone could insert an exaple on how they have done it. 2.- I cannot vie the artifacts and acces them, this message keeps popping up (and the names are fine) Thank you so much for the help!!152Views0likes2CommentsReports - Column Width
Hi Everyone, I recently developed Flux reports for my organization, I'm encountering following issues. When I type comment on the 'Comment' column, if the comments is of say 100 words, the red line which I marked in the screenshot keeps moving to the right. refer screenshot below. How can I fix this issue? I use, V#Annotation for Comment column. 2. When multiple users, try to update the comments, the comment from the last save is only visible. Could you please advise how can i overcome this? thanks in advance25Views0likes0CommentsIssue with Cubeview with comments Genesis content block
I'm creating a cubeview with comments page and trying to have comments tied to each individual group but comments are only saving with our top level group and not moving with the parameter. I've entered comments on our other groups and get the same result. Below is what I have entered in commentary configuration. Any ideas?88Views0likes2CommentsShow formula of Account type DynamicCalc
Hello ... We are trying to output the formula for Accounts of type DynamicCalc in a cube using an U8 member named U8#AccountFormula. In this member we have defined the following: Return api.Account.Formula(api.Pov.Account.MemberId,API.Pov.Scenario.MemberID,Api.Pov.Time.MemberId) The code above only seems to work for all Accounts except type DynamicCalc Is there another function we should be leveraging? Thanks47Views0likes2CommentsV#VarianceExplanation - Best Ways to Use
Hi, I'm trying to understand the best way to add annotations and comments in OneStream to explain variances. Last week at splash I was advised to use V#Annotation or V#VarianceExplanation. But what I'm confused about is how do you actually get it connected to the calculated variance (red box), versus only being able to connect it so the actual reported number (yellow box). Right now I'm using a get data formula in my quick view to calculate the variance (GetDataCell(S#Actual-S#AOP):Name(Variance)). What are other people doing when trying to provide commentary on variances? Whats the best way to use this view?163Views0likes3Comments