Application Build

Originally posted by Pascal De Schryver 7/23/2018 I would like to prevent input for certain users on a specific UD4. Can I use Data Cell Access Security for this or am I supposed to avoid this?

Originally posted by Rich House 5/13/2020 Is it possible to grant the ManageTransformationRules and TransformationRulesPage security roles to a non admin user, then by using security groups on the Transformation Rules Profiles only grant them access to specific areas?I tried on a fake user and failed. The user was able to amend other profiles. Is this observation right?

Originally posted by Rich House 6/4/2019 I am trying to translate my F#OpeningBalance at an opening rate. It is naturally translating at average rate. I have managed to get to translate at closing rate but I'm now trying to figure out how to change it to looking at my opening fx rate

Originally posted by George Waddell3/2/2020 Can someone give me some info...guidance on data-transfers between cubes? I started off extracting the data via DM from a Sales cube. I need to import that data over to a Finance cube...how do I import the Sales Cube data file (in file Share DM folder) into the Finance Cube? Then I noticed this DM Export Sequence..

Originally posted by Henning Windhagen 1/14/2020 Hi All, I can't apply no input rules using a Cube's Data Access setting. I need to clock data load and input for certain account-flow combinations (in addition to using the account constraints). This needs to include admin users. I used Data Cell Access Security and Data Cell Conditional Input. I enabled Use Cube Data Access Security on an entity for testing. I checked Golfstream as well. I do have a PPT describing what to do which I followed... But I still have input access to my test cell. I do not have a working application with such no input settings that I can use as a template. I am sure I am missing a setting that is very obvious, but I just cannot figure it out... Can anyone here share a few screenshots from a working application that I can use to replicate that in my own app to see if I can get this to work. please?

Originally posted by Patrick Kiernan 8/22/2019 I'm trying to use the SecurityRemover.xml but am getting "Must select file with .xml or .zip extension" Any thoughts? I have tried both the zip and .xml file extensions to no avail.

Originally posted by Kathie Strell 10/12/2017 WF setup question: we have 2 sign off groups1 - base entity, month for the base entity, region parent2 - after group 1 has signed off corporate needs to sign off2a - reviewer 1 signs off on a group of entities2b - reviewer 2 signs off on the consolidated total2c - reviewer 3 signs off on the consolidated totalI'm good with the setup for group 1, but how do we setup the 2nd set of reviewers? Do we setup a corporate review WF? And then how do we get the levels of sign off? Group 2 only needs to certify, they don't need to run any confirmation rules or verify forms or reports. The challenge is that corp rev 1 has several people who sign off on different entities, but they don't match the regions that are set up

Originally posted by Joakim Kulan 1/18/2018 Can someone explain to me how ""cross rates"" are calculated in XF, and if it differs from how HFM does it?For example if I have an input entity in SEK, one in NOK, and a parent in EURO, whilst my standard currency is always DKK, hos is the rate between SEK/NOK to EURO calculated?

Originally posted by Andrea Tout 4/25/2019 Has anyone ever done budget/forecast at a higher level entity? You can't really get away with that with extensibility  can you? 

Originally posted by Laura Garcia 7/26/2019 Have a request to change the currency of a parent Entity and want to know what the implications are and the best way to go about it. History of course would retranslate so if they don't want that to happen, what's the recommended approach? Create an alternate hierarchy with the new parent in the new currency? Add the new parent above the old? Any suggestions or thoughts?!

Originally posted by Rob Dessureault 12/13/2017 What security do I need to give an end user for them to set the Certification status from Certified to rejected? The user can unlock the WF, but can't reset the certified status once it is completed.

Originally posted by Christina Otello 12/6/2017 How do I create a mass/parent security group that locks users from changing data but allows them to read the data? We have a process in which Rig users enter CC data (day 1-10), then the tax dept inputs allocations on top of the CC's (day 11-13). We would like the admin to lock out the Rig users on Day 11-13. Currently we have security on the CC (read and read/write groups) and security on the workflow. I'm not sure if I can create a ReadOnly group for all the Rig Users that will over ride their individual access.Or is there another easy button approach to give Rig Users only read rights? 

Originally posted by Chris Bielinski 1/29/2018 Is it possible to assign a security group as the only ones who can read or write to certain dimension members depending on the what is entered in one of the text fields of the dimension member? Basically I want to restrict anybody but a select few access to a certain employee type we have in one of the text fields.

Originally posted by Cameron Lackpour 7/5/2018 Is there a way to drive a dashboard combobox off of write security at an upper level Entity member? The combobox contains level 3 members that I'd like to limit via planner security. The idea being PlannerA sees just the level3 members that are assigned to his group, PlannerB sees the level3 members that are assigned to her group, etc.

Originally posted by Geoffroy des Dorides 2/7/2020 Hi, I am looking for a Security builder. (I cannot upload the one that is already on PIE and I did not find it on marketplace)

Originally posted by Rich House 3/24/2020 I have a query re OS security roles.We have a number of applications on the client’s environment of which there are number of test and development applications and a single production application.The client does not have separate development and production environments, at this time they have purchased only one.Is it possible to grant the “Administrator” role for the test and development applications but view access or standard user access to “production”?We have a user that would like to have view only access to the metadata dimensions.Is there an approach that others have followed when they’ve had similar non-standard requests?

Originally posted by Dominic Arblaster 4/16/2020 Is there a audit report for includes all users and their assigned groups system security?Alternatively, is there a marketplace set of reporting on the security groups and the users assigned to each security group?

Originally posted by Kathryn Watkins 1/11/2018 Looking for documentation on how to load data in Alternate Input Currency - necessary settings for flow members, etc. Is anyone able to answer some questions on this? From the Design & Reference Guide it looks like he would have to set the Account's property UseAltInputCurrencyInFlow = True. Then he would create a Flow member and set Flow Processing Type. We're not sure which setting to select on this property as he only needs to do this for historical data. Can anyone provide advise or point us to where there is more documentation? Have been looking through Level2 training docs and haven't found details yet.

Originally posted by Rob Dessureault 11/2/2018 Is it possible to format an amount to show the currency symbol?

Originally posted by Andrea Tout 5/20/2019 I have a client with currency that doesn't exist. How do we handle this? just pick a custom currency? Then log a support ticket to add it in?

Originally posted by Pascal De Schryver 2/4/2020 The client setup Auto-translation for 1 currency and now wants to get rid of the translated data. Is there an easy way to do this? Do I need to run a script to clear the data?

Originally posted by Kathryn Watkins 8/3/2018 Does anyone have a trick for being able to show the exchange rates in a CV? Not the currency name, but the actual individual rates.

Originally posted by Rob Dessureault 1/31/2020 Client wants to know if it is possible to enter more than 9 decimal places.When I enter more than 9 decimal places, it rounds the rate and only stores 9 decimal placesCan you change that at all?

Originally posted by Rob Dessureault 2/21/2020 We have a Europe hierarchy in EUR.We also want to see this hierarchy in CAD.Is the only option to create a CAD hierarchy? We do want true translated numbers.

Originally posted by Michael Malandra6/8/2017 We have a client that had two cubes but they only want to load the GL data to stage once. The first cube would have workflows that Import data from the GL to stage. How would I build the workflow profile to validate stage data and load to the second cube?