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CEglinton's avatar
CEglinton
New Contributor
5 months ago

Cube View That Dynamically Populates Quarters and YTD & Growth % Issue

Hi all, I am building a CV that needs to show quarter data starting from Q1 2022 with YTD data after Q4 of each year and wanted to build it as dynamic as possible. I am trying to avoid having to up...
  • TheJonG's avatar
    5 months ago

    Hi there - For the column issue, I am assuming the user would select a Year and Quarter and the desired columns would be - Full year of selected year, all quarters including and prior to the selected quarter & year, and then 2 prior years of quarters and full year. Is this correct?

    If so, I can't think of a member filter/expansion that would generate that but there are two ways you could solve it. The first one would be to create 15 columns which would contain all possible columns. So it would be something like

    • Col15 - T#Year(|!ParamForTime!|)
    • Col14 - T#Year(|!ParamForTime!|)Q4
    • Col13 - T#Year(|!ParamForTime!|)Q3
    • Col12 - T#Year(|!ParamForTime!|)Q2
    • Col11 - T#YearPrior1(|!ParamForTime!|)
    • Col10 - T#YearPrior1(|!ParamForTime!|)Q4
    • ...

    So now you have 15 columns but you don't necessarily want to show all 15 because if the user selects 2024Q2 you would not want to show 2024Q3 & 2024Q4. You can create an XFBR rule which dynamically hides the column based on its relation to the selected year/quarter. It would look like this:

    Imports System
    Imports System.Collections.Generic
    Imports System.Data
    Imports System.Data.Common
    Imports System.Globalization
    Imports System.IO
    Imports System.Linq
    Imports Microsoft.VisualBasic
    Imports OneStream.Finance.Database
    Imports OneStream.Finance.Engine
    Imports OneStream.Shared.Common
    Imports OneStream.Shared.Database
    Imports OneStream.Shared.Engine
    Imports OneStream.Shared.Wcf
    Imports OneStream.Stage.Database
    Imports OneStream.Stage.Engine
    
    Namespace OneStream.BusinessRule.DashboardStringFunction.ParamHelpers
    	Public Class MainClass
    		Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As Object
    			Try
    				If args.FunctionName.XFEqualsIgnoreCase("HideColumnBasedOnTime") Then
    					
    					Dim selectedTime As String = args.NameValuePairs.XFGetValue("SelectedTime","None")
    					Dim mfTime As String = args.NameValuePairs.XFGetValue("MFTime","None")
    					
    					Dim selectedTimeID As String = BRApi.Finance.Members.GetMemberId(si,dimtypeid.Time,selectedTime)
    					Dim timeDimPk As DimPk = BRApi.Finance.Dim.GetDimPk(si, "Time")
    					Dim convertedMFTimeList As List(Of MemberInfo) = BRApi.Finance.Members.GetMembersUsingFilter(si,timeDimPk,mftime,True)
    					Dim convertedMFTimeID As String = convertedMFTimeList.Item(0).Member.MemberId
    					
    					If convertedMFTimeID > selectedTimeID Then
    						Return "IsColumnVisible = False"
    					Else
    						Return "IsColumnVisible = True"
    					End If
    										
    					Return Nothing
    				End If
    
    				Return Nothing
    			Catch ex As Exception
    				Throw ErrorHandler.LogWrite(si, New XFException(si, ex))
    			End Try
    		End Function
    	End Class
    End Namespace
    

    The XFBR rule will be referenced in the Header Format of each column:

    XFBR(ParamHelpers, HideColumnBasedOnTime,SelectedTime = |!ParamForTime!|, MFTime = [T#Year(|!ParamForTime!|)])

    The catch here is that the entire member filter for each column must be passed into the rule (see bolded part). So this will be different for each column.

    XFBR(ParamHelpers, HideColumnBasedOnTime,SelectedTime = |!ParamForTime!|, MFTime = [T#Year(|!ParamForTime!|)])

    This is because we need to resolve each member filter into an ID and compare it against the ID of the time period selected by the user. 

    The second way would involve having one column and deriving the entire column set e.g. "T#Year(|!ParamForTime!|), T#Year(|!ParamForTime!|)Q3, T#Year(|!ParamForTime!|)Q2" with an XFBR rule.