Retrieve Parent property
SOURCE: ONESTREAM CHAMPIONS
Hi All,
I am trying to find a way to create a report that shows the Entity and the Parent in a column next to it. I tried to do this by using the functions =...
Forum Discussion
Philip:
In our instance, we built a DynamicCalc formula in UD8 dimension to get the parent of a UD4 member.
This could be modified to get an Entity’s parent based on its relationship properties such as Parent Sort Order, Text1 to Text 8.
' Derive Industry for selected Entity.
If api.View.IsAnnotationType(api.Pov.View.MemberId) _
And api.Members.IsBase(api.Pov.EntityDim.DimPk, _
api.Members.GetMemberId(api.Pov.Entity.DimTypeId, _
"PLConsMgmt"), _
api.Pov.Entity.MemberId) _
Then
Dim Result As String = String.Empty
' Customer set as Entity Text4 property by Scenario/Time.
Dim Customer As String = api.Entity.Text(api.Pov.Entity.MemberId, _
4, _
api.Pov.Scenario.MemberId, _
api.Pov.Time.MemberId)
If Not String.IsNullOrEmpty(Customer) Then
' Customer is member of Customers UD4 dimension.
Dim CustomerId As Integer = api.Members.GetMemberId(DimType.UD4.Id, _
Customer)
If Not CustomerId = -1 Then
' Get Customer's Parent.
Dim oParents As List(Of Member) = api.Members.GetParents(api.Pov.UD4Dim.DimPk, _
CustomerId, _
False)
If oParents.Count > 0 Then
For i As Integer = 0 To oParents.Count - 1
' Industry is child of UD4 Customers and parent of Customer.
If api.Members.IsChild(api.Pov.UD4Dim.DimPk, _
api.Members.GetMemberId(api.Pov.UD4.DimTypeId, _
"Customers"), _
api.Members.GetMemberId(api.Pov.UD4.DimTypeId, _
oParents.Item(i).Name)) _
Then
Result = oParents.Item(i).Name
Exit For
Else
If api.Members.IsBase(api.Pov.UD4Dim.DimPk, _
api.Members.GetMemberId(api.Pov.UD4.DimTypeId, _
"Customers"), _
CustomerId) _
Then
' Customer not assigned to an industry.
Result = "NoIndustry"
Else
' UD4 member is not a customer.
Return Nothing
End If
End If
Next
Else
' Member has no parents.
Result = "#ERROR: Orphaned Customer"
End If
Else
' Entity Text4 property does not identify a valid customer.
Result = "#ERROR: Invalid Customer"
End If
Else
' Entity Text4 property is blank. Not assigned to a customer.
Result = "NoIndustry"
End If
' Return result setting cell status as NoData for suppression.
Dim oDataCellEx As DataCellEx = New DataCellEx()
oDataCellEx.DataCell.CellStatus = New DataCellStatus(False)
oDataCellEx.DataCellAnnotation = Result
Return oDataCellEx
End If
Return NothingIn a quick view, we are able to list entities with its assigned industry.
1
We use a Dashboard Data Set BR to extract base entities and immediate parent. Check out if this is of any help.
Namespace OneStream.BusinessRule.DashboardDataSet.Entity_Parent_List Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) As Object Try Select Case args.FunctionType Case Is = DashboardDataSetFunctionType.GetDataSetNames Dim names As New List(Of String)() names.Add("CustomData") Return names Case Is = DashboardDataSetFunctionType.GetDataSet If args.DataSetName.XFEqualsIgnoreCase("CustomData") Then 'Build a lookup of members and descriptions using a member script Using dbConnFW As DbConnInfo = BRAPi.Database.CreateFrameworkDbConnInfo(si) Using dbConnApp As DbConnInfo = BRAPi.Database.CreateApplicationDbConnInfo(si) 'Get the Members using member script Dim ms As String = "E#[Your Entity Top].Base" 'replace with your top entity for base list Dim objDim As OneStream.Shared.Wcf.Dim = DimsWcf.GetDimUsingName(dbConnFW, dbConnApp, "Entities") Dim members As List(Of MemberInfo) = MetadataWcf.GetMembersUsingFilter(dbConnFW, dbConnApp, Nothing, si.WorkflowClusterPk, si.PovDataCellPk, objDim.DimPk, ms, 0, Nothing, Nothing, True, False, True) 'Build a dictionary of members and descriptions Dim dt As New DataTable() dt.Columns.Add("Entity", GetType(String)) dt.Columns.Add("Parent", GetType(String)) Dim ent As String = String.Empty Dim parent As String = String.Empty For Each memInfo As MemberInfo In members ent = memInfo.Member.Name & "-" & memInfo.Member.Description Dim objDimPk As DimPk = BRApi.Finance.Dim.GetDimPk(si, "Entities") Dim parentList As List(Of Member) = BRApi.Finance.Members.GetParents(si, objDimPk, memInfo.Member.MemberId, False) parent = parentList.Item(0).Name dt.Rows.Add(ent, parent) Next Return dt End Using End Using 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 NamespaceThis is almost exactly what I'm looking for. Anyone have a sample to get the parent of an Account?
