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DOC_89's avatar
DOC_89
Icon for OneStream Employee rankOneStream Employee
4 years ago

Limit Results of Drop Downs Based on Valid Members

Existing customer is using Guided Reporting and has multiple Drop Down Boxes.

They would like to select the first Dimension's Drop Down Box (Entity) and only See valid choices for the second one. 

In their example, if they choose a Philadelphia Entity they only want to see the Departments (Ud2) that are valid for Philadelphia.

Is there tagging or another method where this can be done dynamically? Or worst case scenario, a hard coded list of what are valid combinations?

 

Thanks very much.

 

dashboards

1 Reply

  • db_pdx's avatar
    db_pdx
    Valued Contributor
    4 years ago

    Hi doconnel: yes this is possible using the TextN fields of the target dimensions and member filter logic.

    An example layout would look as follows (this assumes usage in a Workflow context, but you can modify as needed):

     

    Component DescriptionCombo boxCombo Box's ParameterParameter's Member Filter (Member List Type)
    Entity Selectioncbx_Select_EntitySelect_Entity_WFE#Root.WFProfileEntities
    U2 Selection ("Department")cbx_Select_DepartmentSelect_Department_WFU2#YourTopOfDepartmentName.DescendantsInclusive.Where(Text1 Contains |!Select_Entity_WF!|)

     

    The key to making this work is two fold:

    1. You add tags to the U2 dimension members in the Text1 field using the entity names.  Use a comma separated list for multiple entities on the same member
    2. The Member Filter on the U2 Selection (Department) which has logic to filter the list to display only those members which are associated to the entity selected.

    Make sure the first selection refreshes the dashboard component that contains the U2 Selection else the list won't show the relevant items.  Hope the above makes sense and happy to field follow-ups.

    Cheers,

    -DB