Newcomer

Annotation in a Form Matrix Import Template

7 replies
26 views

Hello,

I am using an excel Form Matrix template to load some data into OneStream. I am trying to add Annotations into this view but I am facing a issue.

Using the AN# in the matrix layout will automatically populate all the periods with the same comment. I would like to specify in the template for the annotation to go only to T#|WFYear|M12 for example.

Can anyone help me with this?

Thank you

M

MarcusH

Expert

This might be a stupid answer but have you tried adding T#|WFYear|M12 to AN#

eg AN#::T#|WFYear|M12

C

cblazquezdiazAuthor

Newcomer

Hello MarcusH,

Yes I have tried that, and doesn't work. It gives me the error saying that Matrix Range only works with Amount (AMT#).

Any other suggestion?

M

MarcusH

Expert

The only other thing I can think of is not pretty. You use Excel formulas to copy the data from the 12 period matrix and create a new xff named range which has a separate row for each period. Then on the M12 row you have the Annotation. So the columns would be something like:

AMT# T# AN#

You will of course need to remove the original xff named range. I have done it for XFD templates but not XFF so I don't know if it will work.

C

Clarke_Hair

Contributor

Did you ever get this to work. I am trying the same thing and able to load data to period 12 by separating Amt and Time columns but can't get the Annotation to load. Am I sure it is just some syntax we are missing as they have a column for Annotation so i know it can be loaded. Guide is not that helpful as it does not give an example of what is needed to make it work.

T

tugsan

Member

Not sure if you can accomplish that using a matrix template, since all 12 months share only 1 annotation field on a single line. If you need 12 months as columns in your template and if XFSetCell is an acceptable option, you can use that method, instead.

C

Clarke_Hair

Contributor

It turned out that it was working the whole time and I was just not at the right intersection. My testing and dashboard forms were at Origin -> BeforeAdj and I was loading everything to Forms. That is fine for cube data but not Annotations. When it finally clicked that this data is stored in a SQL table and not the cube, I realized I needed to load to BeforeAdj so it would showup on my Dashboard Form. Also did not think you could load via the forms process to anything but Forms. I also split it out into two worksheets. One for Annotations (only one Amt column and a fixed Time column) from our $$ loads (12 Amt/Time columns). It all works great.

A

awest

Newcomer

Hi Could you please share how you loaded annotation in your XFF template. I am having issues with a single period load and a matrix load. Try to follow your screen shot

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