I may have a requirement to filter a member list based on the project manager. Whenever data is loaded the PM assignment may change. I am thinking of potential ways to capture the current PM assignment, but don’t know if they are possible. Leverage a text field to input the project manager name. Then use a variable like UserName or UserText to create a member list. Is it possible to create a member list/parameter using |UserName| or UserText variables U2#TotalProject.Base.Where(Text1 Contains |UserName|) Given the Text1 value on the project can change every time data is loaded, is there a way through a data load to update a text field? Load the PM into a data cell using the View member “Assumption” and None for most other dimensions. Then trying to create a member list with logic..something like where Username=Assumption value of current period. This removes the need to update Text1. If it could work, I think the evaluation time to filter the list would be slow. Not sure this is even possible. Rebuild an alternate PM hierarchy whenever data is loaded. Use a rule to remove relationship of alternate hierarchy. Pass through data file, add missing PMs and missing projects. Pass through file a couple more times to build PM hierarchy (add PM then add project under PM node) Is this possible? I have used a rule to remove relationships in a hierarchy, but it was extremely slow, so I don’t think this is a realistic alternative. Any alternative suggestions? Thanks

We are updating the Text4 fields through transformationeventhandler rule.

Forum Discussion

Contributor

3 years ago

Solved

I may have a requirement to filter a member list based on the project manager.

Whenever data is loaded the PM assignment may change.

I am thinking of potential ways to capture the current PM assignment, but don’t know if they are possible.

Leverage a text field to input the project manager name. Then use a variable like UserName or UserText to create a member list.
1. Is it possible to create a member list/parameter using |UserName| or UserText variables
  1. U2#TotalProject.Base.Where(Text1 Contains |UserName|)
2. Given the Text1 value on the project can change every time data is loaded, is there a way through a data load to update a text field?
Load the PM into a data cell using the View member “Assumption” and None for most other dimensions. Then trying to create a member list with logic..something like where Username=Assumption value of current period.
1. This removes the need to update Text1. If it could work, I think the evaluation time to filter the list would be slow.
2. Not sure this is even possible.
Rebuild an alternate PM hierarchy whenever data is loaded. Use a rule to remove relationship of alternate hierarchy. Pass through data file, add missing PMs and missing projects. Pass through file a couple more times to build PM hierarchy (add PM then add project under PM node)
1. Is this possible?
2. I have used a rule to remove relationships in a hierarchy, but it was extremely slow, so I don’t think this is a realistic alternative.
Any alternative suggestions?

Thanks

SWilyums
3 years ago
We are updating the Text4 fields through transformationeventhandler rule.

TonyToniTone
OneStream Employee
3 years ago
Between this question and https://community.onestreamsoftware.com/t5/Partner-Forum/Automated-member-text-field-update/td-p/9380, it feels like this is all better suited through a BiBlend process. Have you explored an option doing this through a BiBlend process vs. trying to maintain all this in a Cube and through Metadata?
SWilyums
Contributor
3 years ago
I was able to validate that U2#TotalProject.Base.Where(Text4 Contains |UserName|) works.
Now the big question; can a member text field update be automated in a simple process?
- SWilyums
  Contributor
  3 years ago
  We are updating the Text4 fields through transformationeventhandler rule.
TonyToniTone
OneStream Employee
3 years ago
Since this thread is set as an accepted solution, I would like to add a note for future OneCommunity viewers. If a requirement requires any metadata members or metadata properties to change every time data is loaded, I would suggest investigating solutions such as Thing Planning or BI Blend processes to handle the ever changing metadata or metadata properties vs. maintaining this through a Cube structure, which is intended to be more static than fluid. The TransformationEventHandler is using BRApi's to cross from Stage Engine to Finance Engine. There is considerations on performance in a production environment, auditability, maintenance, and troubleshooting. Some things to think about when weighing design options.