Genesis - User action to refresh another cv basic
Hi, I am trying to create a genesis dashboard that will have a main cv (1105) which shows overview and then when user click on the cell, it will filter another cv (1106) (probably cv basic since it will have navlinks on most dimensions).
In client dashboard, it requires the config of setting of user actions in 1105 cv component but I could not find this setting in content block CV Advanced. I can find it in CV adv embedded. I assume this is the correct content block to use.
I managed to get this function to work when 1105 and 1106 are on different pages. This means the cv are both setup correctly with navigation links dynamically set up correct. But they cannot be in different pages in Genesis because that means user need to click on cell in 1105 in page 1 and then go to page 2 to see filter results in 1106. That is too much work for user. ,
Thus, I created a dashboard advanced layout and try to insert cv advanced embedded of 1105 in row 1 and then cv basic of 1106 in row 2. for user action in 1105, it is very difficult to select the right component to refresh. I chose the name that is closest to the genesis given name for the basic cv 1106.
but this did not work. When I clicked on the cell in 1105 in row 1, nothing changes in 1106 that is in row 2.
See below. What is wrong?
The list of "component" in the dashboard selector is sooo long. I trial and error a few and some seem to be just a filter selection page in a content block created. Is there any documentation that will explain which one or type to choose? I checked the user documentation for cv advanced embedded and it does not mention much.
Hello,
This can be done in Genesis using the Cube View with Layouts and Cube View Advanced Embedded.
(if you're using a local Genesis Instance, please check the Solution Exchange and ensure you have the latest version of both blocks)Before you begin in Genesis, confirm your Cube View setup:
- Navigation Links:
when using NavLinks in Genesis, you must use OneStream's default NavLink Parameters (EntityNavLink, TimeNavLink,...etc.)- Main Cube View: confirm 'Include Default NavLink Parameters' property set to True
- Sub Cube View: Use Default Nav Links on the Dimensions that are driven by the main cube view
- Inject the Cube View with Layouts Block and assign your 'main Cube View' to that block.
- Under the Layouts Tab, select the Layout you want; make sure it has at least two content cards.
- Assign the Main Cube View to the content card you want and then inject the Cube View Advanced Embedded Block to the one of the content cards.
- Check the respective card number for On Click Refresh (sub Cube View)
- Click edit on the cube view advanced block and assign the sub Cube View. Set the Filter Bar to Hide and save.
- Note: you may receive a prompt that there are unsupported Parameters; that's fine. Just click OK. The block can't recognize nav links on their own.
- Preview your content and the selection you make in the main cube view will now refresh the card of the sub cube view displaying updated data
- Navigation Links:
