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JennyTan's avatar
JennyTan
New Contributor III
24 days ago
Solved

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 ...
  • JSlone's avatar
    17 days ago

    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 
    1. Inject the Cube View with Layouts Block and assign your 'main Cube View' to that block.
    2. Under the Layouts Tab, select the Layout you want; make sure it has at least two content cards. 
    3. 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. 

       

    4. Check the respective card number for On Click Refresh (sub Cube View) 
    5. Click edit on the cube view advanced block and assign the sub Cube View. Set the Filter Bar to Hide and save.
      1. 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.
    6. 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