Multiple currencies per entity in data form

Is it possible to disable users changing currency code in data forms with "Allow multiple currencies per entity" option?
I want users can see currency code for cell in data form, but can't change it.

Hi,
A really simple script would be
function customCellValidatePre(row, col, cell) {
//check app
if (equalsIgnoreCase(applicationName,"Enter App Name")){
// check form
if (equalsIgnoreCase(formName,"Enter Form Name"))
// enter 3 digit valid currencies for application
var validCurrs = new Array("USD", "ZAR", "AUD", "CLP", "BRL", "CAD", "GBP", "EUR");
if(listContainsName(validCurrs,cell.value)){
// looks like user has tried to update a currency code
cancelDrag();
EnterCellx(row, col, true);
return false;
Just enter a set of valid currencies for your planning application.
The script just basically checks if any of your currency codes have been entered, if they have it will just return back to the cell without updating the currency code.
Cheers
John
http://john-goodwin.blogspot.com/

Similar Messages

"Allow multiple currencies per entity" option in Planning web form

Hi, All
The desciption of the option I pasted from the oracle doc library is:
•Allow multiple currencies per entity: If the application supports multiple currencies, allow entities to support multiple currencies, regardless of base currency. Users can select currency for displayed cell values in data forms
Well, assume that app has USD as a default currency. App was built in EPMA with multi currency option. All entities have USD as a local
I build a form and set this flag. According to the text above i want to enter some values (for example for one of the account) in GBP, can I?
All i need is the binary anwser, Yes or No. Honestly it's not the truth because if the anwser will be Yes i'll be surprised how? I can enter GBP in cell but after saving it returns to USD
I've allready searched question like this and have found a couple but not answered

Hi, Alp
Thank you for you answer. I've checked your link and it's amazing that information like this was written not in admin but in user guide.
Another thing i've wondered that it depends on setting of Calculate Currencies calc script (run on save). But it's just a think men must know and do I think.
Unfortunately I can't see how does it work, although I've done this settings.
If I set local currency for one of the entity as GBP then I can enter data in GBP of course and Calculate Currencies script runs ok. I can see exact values for local (GBP) and default currency (USD) just on planning form as I set currency dim in page.
But in my case when i set local currency for this entity back to USD entered value in GBP always changed back to USD regardless of Calculate Currencies script settings. It happens during save on the form
Can I get a bit more information about some other settings to be done to make this functionality work?
BR,
Vladimir

Allow Multiple currencies per Entity

Hi All,
When we will use "Allow Multiple Currencies Per Entity" in a data form ? The name itself is confusing. It means, we can enter many currencies per entity ?

Hi All,
If we use "Allow multiple currencies Per entity", do we need to take Entity in the Pages and Currency (Local & USD) on the Columns ? For ex. if i select Entity as USA in Page, then we need to enter the value for Local currency right ? In that case, how Allow multiple currencies per entity works ? In this example, we can enter the data for USA only right
I'm unable to understand this logic. Pls. clarify me.

Reporting Multiple Currencies per Entity? Tools or Methods? Planning

The customer wishes to be able to enter more then one local currency. So they could have USD and CAD or USD and Euros for the same Entity.
The requirement is to be able to report on totals by currency.
What is the best way to get report totals of LOCAL currencies when there can be more then one per Entity. So the cell has the currency code in Essbase.
I can get this with various steps with the excel addin or smartview but how to get it with FR or other tools?

Hi, Alp
Thank you for you answer. I've checked your link and it's amazing that information like this was written not in admin but in user guide.
Another thing i've wondered that it depends on setting of Calculate Currencies calc script (run on save). But it's just a think men must know and do I think.
Unfortunately I can't see how does it work, although I've done this settings.
If I set local currency for one of the entity as GBP then I can enter data in GBP of course and Calculate Currencies script runs ok. I can see exact values for local (GBP) and default currency (USD) just on planning form as I set currency dim in page.
But in my case when i set local currency for this entity back to USD entered value in GBP always changed back to USD regardless of Calculate Currencies script settings. It happens during save on the form
Can I get a bit more information about some other settings to be done to make this functionality work?
BR,
Vladimir

Planning Unit Hierarchy - multiple owners per Entity

Hi there everyone
I have the following scenario and hope you can help me out with a few ideas:
I have a planning unit hierachy set up. It works well except for one thing - the fact that you can assign only one owner per entity member. The business essentially has multiple owners for most entities. Ownership is determined by which accounts the user is responsible for. An example:
User 1 is an owner for Entity A, but only for accounts 111-444.
User 2 is an owner for Entity A, but only for accounts 555-777
User 3 is an owner for Entity A, but only for accounts 888-999
As far as I can see in the Edit Planning Unit Hierarchy screen, I am able to assign User 1 as an Owner for Entity A on the Assign Owners tab and I can specify accounts 111-444 in the Primary and Subhierachy Selection tab. Since I can only assign one owner, how can I now provide for User 2 and User 3 requirement?
I'm using version 11.1.2.1. Any workarounds or suggestions would be highly appreciated!
Thanks
Juanita

I had a similar business case in my previous project. There was no direct solution to this. But we had to stick to a workaround ( not a very nice and comfortable solution, but we were under critical timelines).
User 1 is an owner for Entity A, but only for accounts 111-444.
User 2 is an owner for Entity A, but only for accounts 555-777
User 3 is an owner for Entity A, but only for accounts 888-999
make a secondary hierachy with different entities i.e. User1_EntityA,User2_EntityA
Entity A
User1_EntityA
User2_EntityA
and then you can assign different users to all these entities. One major drawback with this is, if we have 100 entities with 10 users .. that will make 1000 more members.. anyhow we did it that ways.. if you get a better solution you can post it.
Thank You
Sandeep Kumar Upadhyay

Multiple currencies in master agreement

All,
Any ideas on how a master agreement can handle multiple currencies?
Even the subagreement carries over the master agreement currency and a script would not change it.
Regards,
Subhasini

Hi Subhasini,
Master agreement doesn't support multiple currencies in CLM till date. Only RFx does. You may have model your scenarios working around this limitation. One solution could be to use MA instead of subagreements and tie them with document links...
Guess In newer releses (wave 8) contract heirarchies are supported, where you can have multiple MAs linked and each of them can have their own currencies.
Thanks,
Baski

Can you enter cumulative numeric rating data per response in colums on the Formcentral Data Form?

Can you enter cumulative numeric rating data per response in colums on the Formcentral Data Form?
In other words can you rate each responce numerically - have it add up per responce etc... - and then divide up the responces by the accumulated ratings ( All rated 5 ) (All rated 8) etc... ?
Thanks
Al

Hi Brian
The form is a grant application where the applicants are rated on their responses.
The ratings are done after the answers are accumulated in the Formscentral contol panel. The ratings are done by 3 other project members (VPs).
These ratings are in 3 catagories, each catagory is worth up to 5. The VP's will access the form central panel and rate each applicant per catagory.
I have added 3 catagory colums with multiple choice rating selections from 1 to 5 for each of the 3 VP's for a total of 9 colums (3 x 3 catagories)
The reason I did it this way is because at this point I would be relying on an Exel download to calculate the winner or/and also the top rated winners
per the ratings that the 3 VP's put on them per catagory.
Thanks for your help - do you have any suggestions to make this smoother.
Thanks
Al

How to Add a new Currency in HFM Data form and grid (Rates)

Hi Gurus,
Am very new to this forum.
Can someone explain me how to add a new currency to the existing data for or grid in the Workspace.
Regards,
Vinod

Hi Sandeep,
To add a new currency in Metadata, just add in Currencies dimension, and to add in Data form-just send the script what you are using as of now for rest of the currencies, or follow the same steps as specified above. or just add the script A#CLORATE.w#Periodic.C2#XYZ in rows of your data form (where XYZ- is the new currency).
To add a new location in FDM login to FDM web client- click on Metadata--> locations and select the Controls review location where you want to add the data load location, right click and add the new location.

Multiple substitution Variable in Data Forms

Hi,
i have a problem with the creation of a hyperion Planning Data Form.
I have created a Substituion Variable with "three" values delimited with a comma.
I note that it works fine in the calculation script but i've a problem during the creation of a data form when I select the members by this substitution variable and it works fine if i set the Sub Var with only element.
It's not possible to open the Data Form and The error is:
"A substitution variable required for this calculation is undefined."
Can someone help me for this error?
Thanks
Eugenio Gualtieri

Hi,
I don't think it is possible to put multiple members into a sub var for planning. It will treat it as a member e.g. if you had a subvar &years=FY08,FY09 it will be looking for a member named FY08,FY09.
In your case you have to split into seperate subvars.
Cheers
John
http://john-goodwin.blogspot.com/

Display of contribution to an entity in a data form

Hi guys
I'm stuck with a data form which should show base entities contribution to another entity. And they have intermediate entities between like here:
A
__B
____1
____2
__C
____3
____4
So users select elements like A in the Selectable POV and they suppose to see nodes like B.1, B.2, C.3, C.4 in columns. I've written it in a such way in columns:
C1=E{{{@Cur.[Base]}.[Parent]}.[Base]}. But the table generator says syntax is wrong. Is there a way to show all contributing entitities by choosing their parent for the level hier than a node parent?

Hi Mary,
Contribution values work on Nodes which are defined as parent.entity pairs. Therefore, there is no way to directly access the contribution of an entity to an ancestor other than the direct parent.
However, in some special cases you can achieve this in a very limited way, for a clearly set of non-intercompany accounts. What you can do for these special accounts, is to define them as intercompany, without setting up a plug account (you don't want to do elimination on them) and setting up NoInput rules at base level so that only [ICP None] is allowed for input. Then, for these accounts you write in the consolidation rules:
If vICP = "[ICP None]" Then
HS.Con("I#" & HS.Entity.Member , vPCon, "")Else
HS.Con("" , vPCon, "")End Ifso that during proportionalization your numbers will be redirected from [ICP None] (the input) to the ICP member that represents your contributing entity. The "if" statement prevents this code to do the same during consolidating parent entities.
Then at the top Entity level you may select the ICP member of the accounts you have applied the technique to see what the specific entity has contributed to the top. This guarantees correct numbers especially if the percentage used in HS.Con is not always 100%, which means that the value at entity B with ICP = 1will not be the same as the value at entity A with ICP = 1.
Regards,
--Kostas

JavaScript:Modify Data form to expose multiple periods of Supporting Detail

Good Evening,
I am currently on a project that has a requirement that users can enter Supporting Detail for multiple periods, regardless of what intersection of data you enter.
I know that one approach is to not store the Supporting Detail in Hyperion Planning and just have Excel "store" the supporting detail and load the totals via SV VBA.
Example:
Detail 1
Detail 2
Detail 3
Total Amount (gets loaded into Essbase)
However, I went down the path of exploring different approaches aside from the one mentioned above and came up with creating a process of copying the SD via stored procedure in the Planning Tables as a second approach (although I know this isn't exactly best practice) or creating custom Java Script. I have seen the examples of "Forcing SD" on Data Form using Java Script, but is is possible to expose multiple months of Supporting Detail in a customized form?
Any thoughts/inputs/best approaches would be greatly appreciated.
Thanks!

A quick simple example
function customCellEnterPre(row, col, cell) {
     if(row == 3 && col ==1)
          doSupportingDetail();
     return true;
Cheers
John
http://john-goodwin.blogspot.com/

Data Merge: Cannot get multiple records per page

I am working with a client who is trying to do a directory in Indesign. There are about 1,800 people with information like address, title, employer, phone, etc. This info is on an Excel spread sheet. I made a text, tab delimited and a CSV file from the spreadsheet. I set up a two column text box on each page and want these entries to fill the columns. I am only able to get one person's information per page. Multiple records per page yields no different result. I also had the multiple records option grayed out on a couple tries. I have tried this many times, even tried setting up a simple spread sheet with 9 items. No luck. HELP! I'm brand new to this feature.
Chris

the data merge function in indesign doesn't make "next record" merges like word does, but instead merges to fields within fixed text boxes, so one frame = one data merge result. when doing mailing labels in word, there is a field called "next record" which then calls in the next piece of information.
the "next record" field is a vital field which indesign doesn't have and i'd like… but that doesn't answer your question. i can see four ways of doing what you want to do:
1) do a mail merge in word and use the "catalog" feature and do the merge in word. format the word file appropriately using stylesheets, and once the merge is made, save the file and close it. THEN, place the file in indesign and then change the imported stylesheets into something which resembles more like what you want.
2) use indesign's data merge but make sure that multiple record layout is selected in the first dialog box when creating merged document; and that when previewing the records, the records appear to be in one column (even though they are still in separate text frames). merge the document, and in the new document, select all the text frames in the page and then run the MergeTextframes_ID.jsx script which can be found at http://ajarproductions.com/blo…..-indesign/ .this will have to be done page by page and then rethreaded each page, but it's a workaround
3) if the data in the datamerge is a csv, convert the csv to xml. if the csv is small (less than 100K) there is a converter online where the contents of the csv is copied into the converter. it is at http://www.creativyst.com/Prod/15/ . The next step is complicated and needs some knowledge of XML. my advice is to get hold of a book called "Designer's Guide to Adobe InDesign and XML" by James Maivald, and specifically read chapter seven and base your merge on this.
4) visit the third party providers link within the indesign page of the adobe site and have a look at products marketed there... i think teacup software and cacidi software sell products which do more advanced merges within indesign. they're not free though but are designed to handle big catalogues.
hope that helps.
colly

Data Merge Multiple Records Per Page Greyed Out

I am using InDesign cs5.5. I am attempting to create a catalog with the data merge option. I am attempting to do a data merge from the Master Page.
As you can see in the image, I have inserted my fields from the data source file. All images, original file, and data source file are in the same folder. I am inserting this info on the left sheet of the master file. When I select "Create Merged Document" the "select multiple records per page" is greyed out, however, there is plenty of room on the page for the 8 records I want it to show. See image below.
After watching tutorials, reading, etc. I made sure that my document does not have facing pages. I deleted my "page 2" to avoid that conflict. I made sure that the placeholder "allows overwrite from the master". I also deleted my "cache"/settings" by doing "ctrl, alt, shift" when reopening the program. I read that it may be because the files need to be on the right hand sheet of the master, however, when I move my info to the right sheet, I get the following message.
I have watched the tutorial videos, read the entire help section regarding data merge, and have correctly created my data source file. I've tried everything I've seen on the forums, apart from uninstalling and reinstalling. Please tell me that someone can help me figure this out as soon as possible. I'm in crunch time!
Thanks a lot.

Thanks Peter. That helped me un-grey the multiple records. I was able to complete a data merge, however, this is what happens.
As you can see in this image, I have the margins setup the way I prefer, and the data merge previews correctly.
Once I click to merge, this is the new document I get - it's only putting one record per page (even though the multiple records per page is selected), and it inserts this layout, not onto actual pages in indesign. It looks reall odd.
And when you scroll down,
Any suggestions on fixing this?
Also, my InDesign freezes up when I try and do a merge of my entire sheet (182 items). The images above are when I tested doing just records 1-32.
Thanks in advance and thanks for being so prompt yesterday. Very helpful.

Multiple events per date with only one photo each - Unwanted

I have the eyefi wireless sd card in my camera and it is setup to transmit my photos into iphoto automatically, which it does. However, the problem arises in that iphoto creates multiple events for the same date each containing only one photo. I would prefer that iphoto create individual events per date and have the multiples of that date's photos within. I thought I had the settings configured to do so as I have preferences set for autosplit events one per day but I still see events such as - July 3, 2008 - July 3, 2008 - July 3, 2008 - each with only one photo inside.
I am wondering if it is something in iphoto's settings or the way in which eyefi transmits the photos into iphoto.
Any thoughts?

I do not have a WiFi connection to my camera so can not test but am just guessing
I can think of two possibilities
- 1 - if you are taking the photos with the WiFi connected then each time you snap a photo it may be being sent which would be looked at as a new import and therefore create a new event - to stop this I believe you would have to not have a full time WiFi connection to your camera or somehow set the camera to send batched - not each one - iPhoto will take each batch into and follow the rules for making events for that batch even if you camera is sending many batches of One photo
- 2 - You have the preference for making batches set to one every two hours and there is a long time between photos - I'm guessing that #1 is more likely
LN

Help! Error when data merging multiple records per page

I managed to get one record per page to display great.
When I try to insert the text box into my master page and run to create multiple entries per page it gives me only one result:
Any ideas on where I'm going wrong?

Before merge
After Merge

Multiple currencies per entity in data form

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