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What is the best way to manage rolling forecasts (V4)?

For example I have Actual for Jan-Feb and Forecast Mar-Dec There are a couple of ways to approach this. As a data issue within the database and as a reporting issue. Many older products only allowed you to handle it in the reports, but there are limitations in that. So let me explain how to do both. In the database, typically as you close actuals each month, you copy your actuals to your forecast scenario. This has the advantage of then having a full Forecast with easy reporting of YTD, ca...

Copy to Clipboard error in Excel (V4)

Please take a look at the following link: http://www.online-tech-tips.com/ms-office-tips/cannont-empty-clipboard. If you've been using Remote Desktop, you may get the cannot copy to clipboard error because Remote Desktop uses the clipboard and it can cause weird issues with Excel. Go to Task Manager and then click on the Processes tab and kill the process called rdpclip.exe and see if that fixes your problem! If you have UltraVNC installed, it may also be the culprit! Any kind of remote deskt...

Can I copy one tab of a deFacto report/input schedule to another tab (V4)?

You can Copy one report/input schedule to another report/input schedule. On the Report Wizard dialog box there is a "Copy" button, which brings up a list of all tabs in all currently Open workbooks containing reports. By selecting an existing report and clicking OK, a new worksheet is added to the current workbook with a copy of the report/input schedule.

Modeler fails when saving large dimension (V4)

Problem: As a dimension gets large attempting to Save the dimension in the Modeler fails. There are no errors in the dimension, but the save fails. A large dimension would normally start to fail at something over 10,000 members, but this can vary with the number of properties, the size of properties, and the actual volume of all the member entries. Cause & Fix: IIS has a default limit on the maximum size of each request to a web service. The default maximum is 4 mega bytes. This limit can ...

How can I load data to deFacto using SSIS (V4)?

This document describes the internal structure of the parts of the SQL database necessary to load data through the backend using SSIS. Each Model defined has a FACT table with the name FACT_ModelName_default_partition. This table contains the following fields: - Dimensionname_MemberId - there is one field for each dimension assigned to the Model. The field contains bigint values defining the member on the dimension that the piece of data in the record is for. Null values are not allo...

How can I see my actuals at other exchange rates (V4)?

This is a typical requirement that is easily met with the correct Scenarios. You have your normal Actual and Budget scenarios, and you just need to add another Scenario for "Actual at Budget rates". You copy your Actual data to this scenario, and your Budget rates to this scenario. Then when you run FX it translates Actual at Budget rates. Then FX analysis is simple variance reporting to see Total Variances vs FX Variances, etc.

How can I automatically run Business Rules from SQL (V4)?

To request the execution of a Business Rule over a slice of an application, records must be written to the DataSubmissions table in the Callisto_Server database. The following fields must be populated as indicated in this record. After the record has been written to the table, the request will be automatically processed by the NT Service just like a request to run a Business Rule from the Data Manager. UserID - Windows userid for the request. All records created in the Fact table by this requ...

How do I apply a deFacto update to the server (V4)?

To apply an update to a server do the following: - Unzip the zip file. - Copy all folders contained in the unzipped folder to the server folder normally contained in the Program Files folder. (i.e. "Callisto Server" or "Performance Management Server") - If the update includes NT_Service folders: - Stop the CallistoService - Copy the contents of the appropriate NT_Service_xxxxx folder into the NT_Servicefolder. - Start the CallistoService - Open the Web_Service folder and c...

How can I update my member properties directly in SQL (V4)?

When loading dimensions from the backend in SQL, Member type properties have 2 fields in the Dimension table, one for the member label, and one for the internal member id. The following stored procedure can be called to update the member ids from the member labels on your member property fields. Brp_UpdateDimensionPropertyMemberIds DimensionName, Prefix, PropertyName, SourceDimensionName Example: exec brp_UpdateDimensionPropertyMemberIds 'Property', 'O', 'Client', 'Client'

Can I set up multiple reports on a single worksheet (V4)?

It is possible but it can be tricky so you have to understand how reports expand and contract and what this might mean for multiple report grids which are either beside each other or above / beneath each other. We normally first recommend you attempt to define it as a single report. There is no restriction on doing things like having a section of account rows followed by some additional column headings, blank rows, and another section that may be a different dimension such as products. Using th...

How do I automate the deFacto application deploy using SSIS (V4)?

How to automate Application Deploy with SSIS package Following is step by step procedure to create and run an SSIS package to Deploy an application. - Create a new Integration Services project in Visual Studio. - Place a Web Services Task from the Control Flow Item on the Control Flow. - Edit the Task properties. Select <New Connection> from the HttpConnection drop down list. - Enter a URL with your Server name + “/Callisto_Server/CallistoAdmin.asmx?W...

How can I update deFacto dimensions using SSIS (V4)?

This document describes the internal structure of the parts of the SQL database necessary to load dimension members and hierarchy structures through the backend using SSIS. Each dimension definition has 2 sets of tables with 3 different versions of each table. Normally these tables are maintained by the Modeler, but it is possible to load members and hierarchy structures from the backend and Deploy the changes using SSIS or other tools that can update SQL tables and call a Web Service. Each dim...

How can I import/export deFacto applications using external processes (V4)?

Application definitions can be Imported and Exported by external processes through use of the following Methods in the CallistoAdmin Web Service. ImportFromSQL( string sAppLabel, string sSourceDb ) - sAppLabel – Label of the Application to be Imported into. - sSourceDb – Name of the SQL database containing definitions to be imported. Export from an Application to a SQL database with the Modeler for an example of database tables and content. Create an empty database with empty definition ...

How do I unregister DrillAnywhere on a users computer (V4 & V10)?

To Unregister a computer that has already been activated to use DrillAnywhere please follow this link (http://da.defactoglobal.com/).

Launch Custom stored Procedures after application deployment (V4)

1) Create a stored procedure within the application database. 2) Add a record with the following values to the EventDefinition table within the appication database. a) Event = EndDeploy b) Action = StoredProcedureName c) ActionType = 1 d) ActionDescription = Stored Procedure description e) SequenceNumber = if this the only record in the table then 1 otherwise the next number after the last sequence number already used.

What is the "All Users" Security Role Used for (V4)?

The "All Users" Security Role is a specially defined role with special attributes. This role should be enabled only in applications in which no unique security limitations will be defined. If custom roles will be created to limit security within the application this role should be deleted. When custom roles and the All Users role are both defined within the model custom roles will not function properly. For example users will be able to see entire dimension sets even if they have been limite...

How do I set up Status Models in deFacto (V4)?

A status model is normally used to track submission statuses as part of a workflow cycle, but in realty can be used for any model where the appropriate aggregation method for the values is min instead of sum. In a Generic model all the values of the children below a parent are summed together to produce the value of the parent. In a Status model, the value of the parent will be the minimum value of the children values. For status reporting this works very nicely because statuses can be stored...

How do I rank results in a report/input schedule (V4)?

1. First, define sorting for the data that you want to rank. For more information, see FAQ How do I sort results in a report/input schedule? 2. Once the data is sorted, open the Report Editor. 3. On the Body tab, select the row or column of data that you want to rank. For example, if you want to rank Product data, select the row (or column) that contains Products. 4. In the first Rank Options field, type a number that defines the ranking priority. For example, if you want to see the top 5 sel...

How do I sort results in a report/input schedule (V4)?

First you identify what you want to sort. Then you identify how you want to sort the data. Finally, you define what value to sort on. 1. Open the report/input schedule containing the data you want to sort. 2. Open the Report Editor. 3. On the Body tab, select the row or column of data that you want to sort. For example, if you want to sort Product data, select the row (or column) that contains Products. 4. In the Sort Options field, select Ascending or Descending order. 5. In the Sort Col...

No Mapping error message when deploying application (V4)

This error message, "The following system error occurred. No mapping between account names and security IDs was done.", occurs when a User ID in a security role is no longer valid. To correct this: 1. Click the Security Roles page 2. Click the Validate All Users action 3. A message will return with the invalid user ID(s) and roles the user belongs to 4. Remove the user ID(s) from the roles, save and check each role in 5. (Optional) Remove or deactivate the user on the Users tab 6. Deplo...

Change deFacto Service Account Password (V4)

1. Change the identity information for the Callisto & CallistoUser Application Pool in IIS. 2. Change the identity information for the CallistoService NT Service. 3. Grant privileges for the new user id for SQL Server databases with SQL Server Security in the SQL Server Management Studio. 4. Make user id a System Administrator for Analysis Services with the SQL Server Management Studio.

Backup Security Groups/Users/Model Access (V4)

To properly backup security groups, users and model access please follow these steps: 1) Click 'Application' from the 'Pages' pane on the lower left hand side 2) Click 'Export Application' from the 'Action' pane on the upper right hand side 3) Click 'Export to XML file' and enter a path on your hard drive 4) Check 'All Security Roles' 5) Click 'Ok'

How is security applied to users belonging to more than one Security Role (V4 & V10)?

Security roles are additive. If a user belongs to more than one role, all of the permissions from all of the roles assigned to that user are granted. If a user belongs to more than 1 role with overlapping permissions, the least restrictive permissions are granted to that user.

Is it OK to Hide Columns, Rows, and Tabs in a deFacto Report or Input Schedule (V4)?

It is OK to group or hide columns and / or rows in a deFacto Report or Template. However, you should not hide a tab containing a deFacto report / input schedule. It is OK to hide a tab that does not contain a deFacto report / input schedule.

What is the best way to define the Automatic rule (V4 & V10) ?

If you have more than 1 rule that you want to run automatically, build each rule that will run automatically as a separate, on-demand rule. Then and add it to the Automatic Rule using the Include rule. This allows you to run individual rules on-demand for selected intersections of data, if needed.