Forum Discussion

jmohl's avatar
jmohl
New Contributor III
16 days ago
Solved

Syntax for calling a Finance Custom Calculate Service

Hello,

I am working in an 8.5 application and want to utilize Finance Custom Calculate services within a dashboard. My service factory is enabled at the Dashboard Maintenance Unit level of detail. I am trying to launch the custom calculate function via a dashboard button.

Does anyone have example syntax for this? I figured OneStream would release documentation externally for this but was unable to locate any. Thanks!

 

Methodology
Planning
User Interface
  • Henning's avatar
    Henning
    16 days ago

    Hi, this is how you can set up your button:

    {Workspace.CallCustomFinanceBR_WS.CallCustomFinanceBR_MU.WSMU}{CustomCalculate}{}

    In my example, this is how I set up my Service Factory, which returns the Custom Finance BR "FinanceBR":

    Case Is = WsAssemblyServiceType.FinanceCustomCalculate
        Return New FinanceBR()

    I chose to reference the service factory on the Workspace Maintenance Unit (WSMU), but you could just as well put it on the Maintenance Unit (MU):

    CallCustomFinanceBR_AS.ServiceFactory

     

  • Henning's avatar
    Henning
    Valued Contributor II
    16 days ago

    Hi, this is how you can set up your button:

    {Workspace.CallCustomFinanceBR_WS.CallCustomFinanceBR_MU.WSMU}{CustomCalculate}{}

    In my example, this is how I set up my Service Factory, which returns the Custom Finance BR "FinanceBR":

    Case Is = WsAssemblyServiceType.FinanceCustomCalculate
        Return New FinanceBR()

    I chose to reference the service factory on the Workspace Maintenance Unit (WSMU), but you could just as well put it on the Maintenance Unit (MU):

    CallCustomFinanceBR_AS.ServiceFactory

     

    • WernerN's avatar
      WernerN
      Contributor
      8 hours ago

      Thank you as always Henning. Another step forward in using Assembly Rules. 

  • jmohl's avatar
    jmohl
    New Contributor III
    16 days ago

    I was able to figure it out (at least partially). You have to call a data management sequence from the button (similar to a standard dashboard). Workspace arguments are passed on data management sequence.

    If service factory is enabled at the workspace level: Workspace.WorkspaceName.DashMaintUnitName.WS

    When enabled at the DMU level: Workspace.WorkspaceName.DashMaintUnitName.WSMU