Create a custom drop down list (Entity) of Text 2 Property
Hello OneStreamers,
I'm looking out for a potential solution to create a custom Entity Drop Down that displays Text2 property value inside the dropdown.
Eg:
Entity Name
Text 2 Property ...
The best way to do this would be with a Dashboard Data Set Business Rule. This rule type allows you to return custom data sets that can be attached to a parameter. Below is the rule and set up:
- Create new Dashboard Data Set Business Rule
- Create Bound List Parameter and reference the business rule
- Parameter will return entity name and text 2
Here is the rule used:
Imports System Imports System.Data Imports System.Data.Common Imports System.IO Imports System.Collections.Generic Imports System.Globalization Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Shared.Common Imports OneStream.Shared.Wcf Imports OneStream.Shared.Engine Imports OneStream.Shared.Database Imports OneStream.Stage.Engine Imports OneStream.Stage.Database Imports OneStream.Finance.Engine Imports OneStream.Finance.Database Namespace OneStream.BusinessRule.DashboardDataSet.Test_DataSet Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) As Object Try Select Case args.FunctionType Case Is = DashboardDataSetFunctionType.GetDataSetNames Dim names As New List(Of String)() names.Add("EntityText2") Return names Case Is = DashboardDataSetFunctionType.GetDataSet If args.DataSetName.XFEqualsIgnoreCase("EntityText2") Then Dim memberFilter As String = "E#[All Orgs].Base.Where(Text2 = Mfg)" Dim memberInfos As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si,"CorpEntities",memberfilter,False,Nothing,Nothing) Dim dt As DataTable = Me.CreateDataTable(si) If Not memberInfos.Count = 0 Then For Each memberInfo As MemberInfo In memberInfos Me.WriteRow(si, dt, memberInfo.Member) Next Else Return Nothing End If Return dt End If End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function Private Function CreateDataTable(ByVal si As SessionInfo) As DataTable Try 'Create the data table to return Dim dt As New DataTable("DisplayMembers") Dim objCol = New DataColumn objCol.ColumnName = "Name" objCol.DataType = GetType(String) objCol.DefaultValue = "" objCol.AllowDBNull = False dt.Columns.Add(objCol) objCol = New DataColumn objCol.ColumnName = "Value" objCol.DataType = GetType(String) objCol.DefaultValue = "" objCol.AllowDBNull = False dt.Columns.Add(objCol) Return dt Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function Private Sub WriteRow(ByVal si As SessionInfo, ByVal dt As DataTable, ByVal member As Member) Try 'Create a new row and append it to the table Dim row As DataRow = dt.NewRow() Dim entityTextField As String = BRApi.Finance.Entity.Text(si, member.MemberId, 2, Nothing, Nothing) row("Name") = member.Name row("Value") = entityTextField dt.Rows.Add(row) Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Sub End Class End NamespaceNote that line 35 will need to be modified to fit your use case.
Hope this helps!
