General Properties

Global Point of View

These are enabled when forcing Global Scenario and Global Time through Transformation settings.  An initial value should be configured even if the Transformation setting is not being used.

Global Scenario

This is the default Scenario users will see when looking at Workflow.

Global Time

This is the default Time users will see when looking at Workflow.

Company Information

Company Name    

Place company name here for it to appear on automatically generated reports from Cube Views. 

Logo File  (png, height ~ 50 pixels) 

Attach a logo file in order for it to appear on Cube Views and Reports. An image format of PNG is required approximately 50 pixels high.

Workflow Channels

UD Dimension Type for Workflow Channels

The Origin Dimension controls data load, but in some cases other User Defined Dimensions require their own layer of locking.  For example, a company plans by Entity by Product.  One Entity can have five products done by different people.  Each channel can be locked separately to protect that layer of data instead of locking the entire Entity.

Formatting

Number Format

This shows the format for numeric values displayed throughout the application.  Configure to show additional degrees of precision to the right of the decimal point. This setting can be overridden through Cube View formatting. 

N0

This setting will not show any decimals or zeroes

N1-N6

These settings will show X amount of decimals.  If N2 is chosen, two decimals are displayed, N5 will display five decimals, etc.

NOTE: The N in the above settings indicates that these settings are international.

The following formats use 10000.001 as an example.

#,###,0\%
This returns 10,000% and -10,000%

#,###,0
This returns 10,000 and -10,000

The three sections in a number format, separated by semi-colons, represent the format for positive numbers, negative numbers and zeros.

#,###,0;(#,###,0);0
This returns 10,000 and (10,000)

#,###,0.00%
This returns 10,000.00% and -10,000.00%

#,###,0.00
This returns 10,000.00 and -10,000.00

#,###,0.00;(#,###,0.00);0.00
This returns 10,000.00 and (10,000.00)

NOTE: In order to vertically align positive and negative numbers in reports where parenthesis are used for negative values, include trailing spaces in the positive number format.  This will account for the trailing parenthesis used by negative numbers.
Example: #,###,0.00 ;(#,###,0.00);0.00

NOTE: Click , select the desired format, and click CTRL and Double Click.  This will enter the correct format into the appropriate field. 

Currencies

All currencies used in the application must be listed here in order to be used on the Entity, to do any translation of currency, or enter any rates.  The list of currencies will include any available currencies that are pre-Euro, or phased out currencies for historical data loading purposes. If a now defunct or new currency is not listed and is needed for the application, call OneStream Support.

Transformation

Enforce Global POV  

If set to True, this will enforce the current Global Scenario and Time setting for all users, so they cannot change their Workflow View.  If the Global POV is enforced, will display on the Import task during the Workflow.  

Allow Loads Before Workflow View Year

If set to True, this will enforce the current Workflow View setting to allow data loading to time periods prior to the current Workflow year.  If this is set to False, data cannot be imported to time periods prior to the current Workflow year and will display on the Import task during the Workflow.

Allows Loads After Workflow View Year

If set to True, this will enforce the current Workflow setting to allow data loading to time periods after the current Workflow year.  If this is set to False, data cannot be imported to time periods after the current Workflow year and will display on the Import task during the Workflow. 

Certification

Lock after Certify

If set to True, this will auto lock after certification in the Workflow.