Genesis - Drill down > Open in New Tab
I am testing out drill functionalities in Genesis and found this "Open in New Tab" being grey out. I checked the cv in the page and am unable to find any config in this cv that relates to this. How do I make this option active for use? it will be really useful to see the drill results in another tab so that it can be view side by side with the original dashboard.
Genesis: BI Viewer Configuration, Data Source, Excel
Currently I get the following error when trying to make a data source from an Excel sheet: As I have tried to narrow the information down due to endless error messages the file looks like this My question is: Where do I find a description of how to set up a data adapter in Genesis to an Excel sheet.Dashboard to show annotations details, footnote details, assumptions, variance explanations ...
Dear Community, It is very easy for a user to add comments on a given cell, using data attachments : However, what are the reporting possibilities for such comments ? Could we use them in dashboard, for instance to be shown as footnote of a dashboard ? Or could these be used as footnotes in pixel-perfect pdf documents generated from a cube view ? Many thanks,
Missing Account Values
This one is for all you Encyclopedia Brown fans out there. Like many companies, we have a cash flow cube view. We've recently added two balance sheet accounts to one of the lines in it, but the values in those accounts do not show up. Here is the code for the member formula for the Debt Payments cash flow line: If (Not api.Entity.HasChildren()) Then api.data.calculate("A#CF_DebtPymts:F#CF_ACTIVITY:I#None:O#Import = A#DebtCur:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Debt_LT:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#Cur_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top + A#LT_equip_fin_liabs:F#RF_Debt_ACTIVITY:I#Top:O#Top") End If The last two accounts, Cur_equip_fin_liabs and LT_equip_fin_liabs are not pulling into the value for Debt Payments even though I've proven via a QuickView that there are data in the intersections specified in the above formula. I've compared the new accounts to the existing accounts in this formula, and all the settings are the same. These accounts were added before month end close, so everything has been through the entire process of consolidation and calculation. Why do the values not pull into this cash flow account?Genesis - User action to refresh another cv basic
Hi, I am trying to create a genesis dashboard that will have a main cv (1105) which shows overview and then when user click on the cell, it will filter another cv (1106) (probably cv basic since it will have navlinks on most dimensions). In client dashboard, it requires the config of setting of user actions in 1105 cv component but I could not find this setting in content block CV Advanced. I can find it in CV adv embedded. I assume this is the correct content block to use. I managed to get this function to work when 1105 and 1106 are on different pages. This means the cv are both setup correctly with navigation links dynamically set up correct. But they cannot be in different pages in Genesis because that means user need to click on cell in 1105 in page 1 and then go to page 2 to see filter results in 1106. That is too much work for user. , Thus, I created a dashboard advanced layout and try to insert cv advanced embedded of 1105 in row 1 and then cv basic of 1106 in row 2. for user action in 1105, it is very difficult to select the right component to refresh. I chose the name that is closest to the genesis given name for the basic cv 1106. but this did not work. When I clicked on the cell in 1105 in row 1, nothing changes in 1106 that is in row 2. See below. What is wrong? The list of "component" in the dashboard selector is sooo long. I trial and error a few and some seem to be just a filter selection page in a content block created. Is there any documentation that will explain which one or type to choose? I checked the user documentation for cv advanced embedded and it does not mention much.Genesis cannot start: "Value cannot be null."
Hi What to do when I get this error messages in Genesis: Unable to open dashboard 'OpenPlace_(Designer)'. Error processing DataSet 'GetWFSteps'. Error executing Workspace Assembly Service class 'Workspace.Gen.CubeViewCharts_x2x.MUAssemblyFactory'.Value cannot be null. (Parameter 'reader'). How to reset? The problem happens when working with Block: Cube View Charts. It will not read my cube view and give the following comment: Value cannot be null. An error messages that is difficult to work with, as it does not say where the problem is. But this second, as I cannot get into the genesis instance.Genesis when in client - Taskbar excel etc
Below is a screenshot of how the genesis dashboard look like when it is used inside the client. The report on the left is the source cv and report on the right is the drill down details when a cell is clicked on the left. You can see that there is no taskbar for excel download etc in the left report, even though I have set cv default header to be visible. Both the left and right reports, I am using cv advanced embedded, but the left one is the one with user action "refresh" with click. I used the source cv of the left report as content cv with comments in another page and there is taskbar for excel download. The only difference between the two of them is content block type and user action. I checked the user guide for cv with advanced embedded, there is nothing written that when user action is selected, the taskbar for excel download etc will be gone within client. How do I get the taskbar for excel etc to appear when using genesis within the client?
Dynamically changing a Cube view row to allow Input
I have a requirement to allow users to enter an Annual Plan and spread it across Plan Periods using the spread method they select. Spread Methods are Equal Spread, 4-4-5 Weekly Spread and Manual. When they select "Manual" the cube view should dynamically pick O#Forms as Origin member for Data Entry. I have the Account and Product in rows with member expansion (.Base). Is there a way to retrieve the Base Account and Product from Cube view dynamically and reference in an XFBR?My plan is to get the Spread method chosen for the Base Account and Product combination and Return the Origin as O# Forms for that row? Please share any other ideas if you may have implemented for the same requirement?
