Tom S

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  • Fixing cube queries and connections

    When a file is reused, saved and shared, stored in a cloud service like Dropbox, SharePoint, or OneDrive, or if cube connections are pasted or copied, the file may become stale or unusable. Oftent...

  • How to clean a file to remove special characters

    Occasionally you may run into an error when attempting to upload files to Catalyst: "Invalid Name Associated With ID(s) or Name(s) cannot contain the Unicode Control character (see list below)". Ex...

  • How to delete an account from a hierarchy

    Sometimes unwanted or unnecessary accounts are added to Catalyst. At first glance it may appear difficult to remove these, but it's relatively easy.  This articles contains the following topics:...

  • Duplicating a scenario

    It's less common, but you may find that you want to duplicate a scenario and its corresponding data. Usually this will only occur for budget or forecast scenarios. The primary purpose for this woul...

  • How to set up a new fiscal or calendar year

    If your organization uses a unique fiscal calendar (anything other than the standard calendar year), you must set up your upcoming fiscal year dates in Catalyst before the new fiscal year begins. I...

  • Malformed URI when using Cube Updater

    Error message: Upload Failed: A malformed URI was found in the document. Please provide a OpenSettings.RelationshipErrorRewriter to handle these errors while opening a package. Malformed URI in ...

  • Adding a level to an existing hierarchy

    Is it OK to add levels to an existing hierarchy? The short answer is yes! Although you may encounter a warning message, it's absolutely fine to add a new level to an existing hierarchy. You won't ...

  • OLAP Overview

    Online Analytical Processing (OLAP) is a technology that is used to organize large business databases and support business intelligence. More simply, in Excel you can convert your EBM cube to OLAP ...

  • Setting Up Trusted Locations for EBM Excel Files

    Excel blocks external data connections by default to protect you from security risks. When you open EBM cube files, you may see warnings that prevent your data from loading properly. Setting up a T...

  • How can I show ending balances for all accounts?

    Question:  I want to see ending balances for all accounts from a given year. How can I see that in Catalyst? Answer: Normally you can do this right in the Catalyst website, using the Manage Actuals...