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Rianne's avatar
Rianne
New Contributor II
2 years ago

CubeView Member Expansion based on 'AllowInput=True'

Hi Team,

I am trying to create an Input CubeView with an expansion based on whether the 'Allow Input' setting is set to True for our UD5 Dimension Members. 

To give a little bit of background, we are using the UD5 dimension for our Customer Codes. The setup is based on the different regions (which have their own cube) and the basis of the structure is captured under 'Customers'. The regions can have the flexibility to add more detail by adding members under this basis structure in their dimension:

We have an Input CubeView that is currently set to .Base (from the dimension that belongs to the Cube we are inputting for). However, a member might be a Base member in one dimensions (however, we don't want and cannot input here), but a parent member in the other. That is why I am trying to create an expansion based on the Allow Input setting. However, when I try "Member.Base.Where(AllowInput=True) it is unfortunately not working. 

Does anyone have any idea how we can solve this (or maybe if we can suppress these members)?

Thank you in advance!

 

 

Cube View
Reports
  • MarkBird's avatar
    MarkBird
    2 years ago

    Hi Rianne 

    You can create a custom member list to do this for you. The code below should do the trick.

    Create a Finance Business Rule (this one is called 'MY_CustomMemberList' and the member list is called 'Customers' you can rename these to what ever you like)

    Imports System
Imports System.Collections.Generic
Imports System.Data
Imports System.Data.Common
Imports System.Globalization
Imports System.IO
Imports System.Linq
Imports System.Windows.Forms
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.Finance.MY_CustomMemberList
	Public Class MainClass
		Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object
			Try
				Select Case api.FunctionType
					
					Case Is = FinanceFunctionType.MemberListHeaders
						Dim objMemberListHeaders As New List(Of MemberListHeader)
						objMemberListHeaders.Add(New MemberListHeader("Customers"))
						Return objMemberListHeaders
						
					Case Is = FinanceFunctionType.MemberList
						
						If args.MemberListArgs.MemberListName.XFEqualsIgnoreCase("Customers") Then

							'Example: U5#Root.CustomMemberList(BRName=MY_CustomMemberList, MemberListName=[Customers])
							
							'Prepare Member List Header & List of Member Infos
							Dim memberListHeader As New MemberListHeader(args.MemberListArgs.MemberListName)
							Dim memberList As New List(Of Member)

							Dim d As [Dim] = api.Dimensions.GetDim("Customers")
							Dim UD5BaseMembers As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(d.DimPk, "U5#Customers.Base")
							
							'Loop through each member and only add if AllowInput = True
							For Each m As MemberInfo In UD5BaseMembers
								If api.UD5.AllowInput(m.Member.MemberId) Then 
									memberList.Add(m.Member)
								End If
							Next

							'Return Member List
							Return New MemberList(memberListHeader, memberList)

						End If
						
				End Select

				Return Nothing
			Catch ex As Exception
				Throw ErrorHandler.LogWrite(si, New XFException(si, ex))
			End Try
		End Function
	End Class
End Namespace

     

    Call the custom member list in your cube view using the following:

    U5#Root.CustomMemberList(BRName=MY_CustomMemberList, MemberListName=[Customers])

    Regards,

    Mark

  • MarkBird's avatar
    MarkBird
    Contributor III
    2 years ago

    Hi Rianne 

    You can create a custom member list to do this for you. The code below should do the trick.

    Create a Finance Business Rule (this one is called 'MY_CustomMemberList' and the member list is called 'Customers' you can rename these to what ever you like)

    Imports System
Imports System.Collections.Generic
Imports System.Data
Imports System.Data.Common
Imports System.Globalization
Imports System.IO
Imports System.Linq
Imports System.Windows.Forms
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.Finance.MY_CustomMemberList
	Public Class MainClass
		Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object
			Try
				Select Case api.FunctionType
					
					Case Is = FinanceFunctionType.MemberListHeaders
						Dim objMemberListHeaders As New List(Of MemberListHeader)
						objMemberListHeaders.Add(New MemberListHeader("Customers"))
						Return objMemberListHeaders
						
					Case Is = FinanceFunctionType.MemberList
						
						If args.MemberListArgs.MemberListName.XFEqualsIgnoreCase("Customers") Then

							'Example: U5#Root.CustomMemberList(BRName=MY_CustomMemberList, MemberListName=[Customers])
							
							'Prepare Member List Header & List of Member Infos
							Dim memberListHeader As New MemberListHeader(args.MemberListArgs.MemberListName)
							Dim memberList As New List(Of Member)

							Dim d As [Dim] = api.Dimensions.GetDim("Customers")
							Dim UD5BaseMembers As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(d.DimPk, "U5#Customers.Base")
							
							'Loop through each member and only add if AllowInput = True
							For Each m As MemberInfo In UD5BaseMembers
								If api.UD5.AllowInput(m.Member.MemberId) Then 
									memberList.Add(m.Member)
								End If
							Next

							'Return Member List
							Return New MemberList(memberListHeader, memberList)

						End If
						
				End Select

				Return Nothing
			Catch ex As Exception
				Throw ErrorHandler.LogWrite(si, New XFException(si, ex))
			End Try
		End Function
	End Class
End Namespace

     

    Call the custom member list in your cube view using the following:

    U5#Root.CustomMemberList(BRName=MY_CustomMemberList, MemberListName=[Customers])

    Regards,

    Mark