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Does OneStream have the capability to refresh Cube View connections within Excel workbooks via XFDoc or some other type of functionality? Goal is to schedule the refresh & distribution of an Excel workbook via the Book or other functionality, so that both CVs and XFGetCells can be used. Per our prior testing, when using an XFDoc.Xlsx file type, the XFDoc will refresh XFGetCells when retrieved. However, it does not refresh cube view connections embedded in the Excel XFDoc.
Answer There are numerous Enhancement Requests related to this: PF-385, PF-1309 Source: Office Hours 2020-10-08 Partner Enablement1like1CommentQuestion: In a Cube View heading, how can I include the last day of the month as the time description in a page caption (e.g., display "as at 30 September 2020" instead of "September 2020“)?
Answer Assuming that the date being shown is always the last day of the month and the client is using calendar months, it is possible to use XFBR string rule to call a function to get the number of days in the month. Source: Office Hours 2020-01-17 Partner Enablement1like1CommentIs it possible to load multiple thing planning registers to meet different requirements and, if so, how?
Answer It is possible to create different "versions" of thing planning which could be then used for different requirements (e.g., travel planning and sales planning in the same application). Using the marketplace solution "Marketplace Solution Tools", you can create multiple instances of a marketplace solution which you would then load into the application as normal. Source: Office Hours 2020-12-03 Partner Enablement1like1CommentQuestion: According to the Design and Reference Guide, it is possible to post adjustments using a form. How is this set up?
Answer It is possible to use a data entry form to update the AdjInput member of the Origin dimension. This is achieved by setting the adjustment type on an account-by-account basis. Each account member has an Adjustment Type property which gives control over whether the AdjInput Origin member will be populated using Journals or Data Entry Forms. This property can vary by scenario and time. Source: Office Hours 2021-01-21 - Partner Enablement0likes1CommentCan you give an example of the best way to sum a row from a cube view? For example, if I add two rows to a cube view, one with a selection of members, how do I make the second row a custom sum of the first? I know one way to do it, but I don’t love it, I would love to see what else you guys recommend.
Clarification – this is referring to using Cube View Row/Column math when members expansions are in use. Answer No “elegant” ways to address this currently – options are: Avoid using member filters (i.e., break the source rows down to more detail) Replicate the member filter in a GetDataCell function on the total row Create a CV Helper function to return the same thing Enhancement Status: There have been numerous enhancement requests to allow CV Row/Column math to work against member expansions, as well as suppressed rows/columns. These have all been approved by Development and should be in one of the upcoming quarterly releases in 2020. Source: Office Hours 2020-03-26 Partner Enablement0likes1CommentIs it possible to extract consolidated data, including Dynamic Calcs?
Answer It is not possible to extract Dynamic Calculations as part of a Data Management job. One possibility is to bring the data into Stage, then export….to follow-up via e-mail (follows). Here is the follow up to address your question this morning on the Office Hours call about extracting consolidated data and dynamic calc members. When using a Data Management Step > Export Data, we only export data that is currently in the database or data the can be aggregated based on the data stored in the database. So what is this data? 1.Base level data from within the Workflow that is loaded from the Stage to the Cube 2.Base level data from within the Workflow that is loaded via a Forms or Journal 3.Parent Entity level data from within the Workflow that is loaded via a Forms or Journal 4.Calculated data records that were created from the result of Member Formulas/Business Rules based on the base level data 5.Derived data records based on No Data Zero settings Source: Office Hours 2019-09-030likes1CommentIs there a list of valid font families for Cube Views?
Answer Standard Microsoft supported fonts are utilized in OneStream Source: Office Hours 2020-05-17 Partner Enablement Update 07/02/2024 Note that one can use any font that has been installed in Windows on the OneStream servers. The interface only lists a subset of fonts produced by standard Microsoft libraries; but in recent versions any font can be invoked simply by using the FontFamily formatting property: FontFamily = [My Custom Font Name]0likes3CommentsCan you sort entities returned by the WorflowProfileEntities Method query?
Question The Method query WorkflowProfileEntities, available on Parameters and Data Adapters, returns an unsorted list of entities assigned to the WF Profile. How can we sort it? Answer There is no way to do it with that particular Method, but you can use a SQL command type instead, with the following script: SELECT a.ProfileName, c.Name FROM WorkflowProfileHierarchy a JOIN WorkflowProfileEntities b ON a.ProfileKey = b.WorkflowProfileKey JOIN Member c ON b.EntityMemberID = c.MemberId WHERE 1=1 AND ProfileName = 'Houston' ORDER BY Name This will sort entities in alphabetical order. An enhancement request has been filed for the actual Method (TFS 11301). Source: Office Hours 2020-10-08 Partner Enablement0likes0Comments