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JennyTan's avatar
JennyTan
New Contributor III
4 months 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 ...
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  • JSlone's avatar
    JSlone
    3 months 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 

       

JennyTan's avatar
JennyTan
New Contributor III
3 months ago

Hi,  I tried to use cv with layout but it seems like this content block is not very stable.  Sometimes the sub cv will refresh based on a click on the main cv but sometimes it requires a manual refresh (click on the refresh button in the content block) of the sub cv before it will refresh - even though I am selecting the click refresh according to your step 4 above.

JennyTan's avatar
JennyTan
New Contributor III
3 months ago

I tried several options of "click refresh" with the three cards using cv with layout to test out what you wrote.  This is not working out the way you wrote. 

I have to fall back to Advanced dashboard and then inserting the two cv as advanced embedded as card 1, card 2 in row1.  Card 1 is the one with refresh with click in the main cv while card 2 is sub cv does not have refresh.  Only then, by clicking the cell in main cv will refresh sub cv automatically.

  • JSlone's avatar
    JSlone
    Icon for OneStream Employee rankOneStream Employee
    3 months ago

    We recently made enhancements to this block for that very reason; if you are not connected to the Block Library, make sure you're using the latest version of the block. There was a new version just recently released in the last day or so that you can download now from Solution Exchange.

    • JennyTan's avatar
      JennyTan
      New Contributor III
      3 months ago

      Hi, I just checked.  The library was updated on 6th Mar for this block.  I just tested it and it is finally working as per your written post.  Thanks!