quicktips

17 Topics

QuickTips: Reverse Engineering a Report Book Part 3
In this QuickTips Intermediate video we will demonstrate how to use text fields to display reports, how to filter items in “Grid View”, and how the “Member Filter Builder” operates.
JamesLane
6 days ago Place QuickTips
10Views
1like
0Comments
QuickTips: Reverse Engineering a Report Book Part 2
In this QuickTips Intermediate video we will take a deeper look into “Reports” and “If Statements” while also learning more about the “Member Script Builder” and “Object Lookup."
JamesLane
13 days ago Place QuickTips
29Views
1like
0Comments
QuickTips: Reverse Engineering a Report Book Part 1
In this QuickTips Intermediate video we will demonstrate how to open an existing report book, how loops operate, and some of the basic controls within the “Books” window.
JamesLane
20 days ago Place QuickTips
53Views
2likes
0Comments
QuickTips: Writing a Forms Event Handler Rule
In this QuickTips Fundamentals video you will see how to automatically run a data management sequence when a user saves a Form in the Workflow. This will require the use of a Forms Event Handler Rule, which we will show you how to create and write.
JamesLane
20 days ago Place QuickTips
77Views
2likes
0Comments
QuickTips: BI Viewer: Using Drill Down & Filters
In this QuickTips Intermediate video we will demonstrate how to filter data using the Filter Editor and drilling down into charts.
JamesLane
1 month ago Place QuickTips
54Views
1like
0Comments
QuickTips: BI Viewer: Creating Basic Calculated Fields
In this QuickTips Intermediate video we will demonstrate how to add Calculated Fields and how to group data based on it’s name.
JamesLane
2 months ago Place QuickTips
81Views
1like
0Comments
QuickTips: BI Viewer: Naming & Updating Table Connections
In this QuickTips Intermediate video we will demonstrate how to name Data Adapters and how to update the Table Connections to display their Components.
JamesLane
2 months ago Place QuickTips
43Views
1like
0Comments
QuickTips: Loading FX Rates
This QuickTips video explores how to use Row and Column Suppression in Cube Views. Learn how to apply row and column suppression, insert suppressed members, and modify the suppression properties.
JamesLane
2 months ago Place QuickTips
351Views
2likes
4Comments
QuickTips: Reverse Engineering a Dynamic Form Pop-Up Menu
In this QuickTips Intermediate video, we're going to explore Forms within the OneStream platform. We'll learn how to create a Form with a pop-up menu and how to add selected entities to that menu.
JamesLane
2 months ago Place QuickTips
58Views
2likes
0Comments
QuickTips: Reverse Engineering an Attachment Confirmation Rule Part 2
In this QuickTips Intermediate two-part series, we're going to explore Confirmation Rules within the OneStream platform. In this second part, we’ll continue to break down the Confirmation Rule, exploring how to edit the Rule Formula to customize the Rule and have it check an individual Data Cell for the presence of an attachment.
JamesLane
2 months ago Place QuickTips
48Views
1like
0Comments