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ChrisR1ch's avatar
ChrisR1ch
New Contributor III
1 year ago
Solved

Member Filter on Scenario properties

I would like to apply a member filter on a scenario, which will return a list of a scenarios based on it's properties like Name, Description, WorkflowTime, WorkflowStartTime, and WorkflowEndTime...i....
Application Properties
Metadata
Time
  • ChrisR1ch's avatar
    ChrisR1ch
    1 year ago

    Just thought I would add what I did to resolve this issue.

    I created a parameter, of type Member List
    I set the Display Items and Value Items (comma delimited) as a call to an XBFR rule: XFBR(XFBR_Member_List, SP_Source_Scenario_List,PoVTime=|WFTime|)
    I set my Combo Box, Bound Parameter to the previously created parameter

    In my XFBR rule I return the list like this...

    Dim POVWorkflowTime As String = args.NameValuePairs.XFGetValue("PoVTime")
Dim memberFilter As String = "S#SpendPlanControl.Base.Where(Name DoesNotContain Working)"
Dim ScenarioLists As List (Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "S_BudEx", memberFilter, True)
Dim memberString As String = String.Empty

For Each scenarioMbr In ScenarioLists	
	Dim ScenarioMember As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.Scenario.Id, scenarioMbr.Member.Name, True)
	Dim ScenarioMemberID As Integer = ScenarioMember.Member.MemberId
	
	'Get Scenario member property WorkflowTime for comparison
	Dim scenarioListWorkflowTime As String = ScenarioMember.GetScenarioProperties.WorkflowTime.GetStoredValue.ToString.Substring(0, 4)
	Dim scenarioListWorkflowStartTime As String = ScenarioMember.GetScenarioProperties.WorkflowStartTime.GetStoredValue.ToString.Substring(0, 4)
	Dim scenarioListWorkflowEndTime As String = ScenarioMember.GetScenarioProperties.WorkflowEndTime.GetStoredValue.ToString.Substring(0, 4)

	'Compare Scenario List Workflow time to POV Workflow Time
	If  scenarioListWorkflowTime = POVWorkflowTime Then
		memberString = memberString & scenarioMbr.Member.Name & ","
	End If				
Next 

Return memberString

     

chul's avatar
chul
Icon for OneStream Employee rankOneStream Employee
1 year ago

You can use the text fields on the scenario. Granted, it's redundant but it will allow you to use the where clauses. If you didn't want an admin to have to remember to add the text fields when new scenarios are created, you could write a BR to add them and schedule it so the admin wouldn't need to remember to run it.

  • ChrisR1ch's avatar
    ChrisR1ch
    New Contributor III
    1 year ago

    Just thought I would add what I did to resolve this issue.

    I created a parameter, of type Member List
    I set the Display Items and Value Items (comma delimited) as a call to an XBFR rule: XFBR(XFBR_Member_List, SP_Source_Scenario_List,PoVTime=|WFTime|)
    I set my Combo Box, Bound Parameter to the previously created parameter

    In my XFBR rule I return the list like this...

    Dim POVWorkflowTime As String = args.NameValuePairs.XFGetValue("PoVTime")
Dim memberFilter As String = "S#SpendPlanControl.Base.Where(Name DoesNotContain Working)"
Dim ScenarioLists As List (Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "S_BudEx", memberFilter, True)
Dim memberString As String = String.Empty

For Each scenarioMbr In ScenarioLists	
	Dim ScenarioMember As MemberInfo = BRApi.Finance.Metadata.GetMember(si, DimType.Scenario.Id, scenarioMbr.Member.Name, True)
	Dim ScenarioMemberID As Integer = ScenarioMember.Member.MemberId
	
	'Get Scenario member property WorkflowTime for comparison
	Dim scenarioListWorkflowTime As String = ScenarioMember.GetScenarioProperties.WorkflowTime.GetStoredValue.ToString.Substring(0, 4)
	Dim scenarioListWorkflowStartTime As String = ScenarioMember.GetScenarioProperties.WorkflowStartTime.GetStoredValue.ToString.Substring(0, 4)
	Dim scenarioListWorkflowEndTime As String = ScenarioMember.GetScenarioProperties.WorkflowEndTime.GetStoredValue.ToString.Substring(0, 4)

	'Compare Scenario List Workflow time to POV Workflow Time
	If  scenarioListWorkflowTime = POVWorkflowTime Then
		memberString = memberString & scenarioMbr.Member.Name & ","
	End If				
Next 

Return memberString