Forum Discussion

JérémyRenard's avatar
JérémyRenard
New Contributor
26 days ago

Create a parameter to determine the initialization status of each forecast?

Hello everyone,

We have set up a monthly forecast that is compared to the budget or actual figures in different cube views. 

We currently use a parameter to select the forecast month in each cube view, but I would like to remove it and have the latest forecast for the year or year N-1 displayed automatically.

I have created an XFBR that retrieves the holding company's turnover for each of the 11 forecasts (January, February, etc., November) and displays the forecast closest to December with a turnover. 

The problem is that not all users have access to this company, so the BR does not work for them.

I could change the BR to add companies to it so that it works for all users, but I find that cumbersome.

Is it possible to save a value (X or 1) in a variable when initializing the forecast so that the BR can query this variable based on the Time scenario and thus know which forecast has been initialized?

How do you do this in your OS?

Cubeview
Finance
XFBR

3 Replies

  • rhankey's avatar
    rhankey
    Contributor III
    26 days ago

    You can use BRApi.Dashboards.Parameters.SetLiteralParameterValue() to assign a value to a Dashboard Parameter.  You can either use that parameter in the Cube View or use GetLiteralParameterValue() in a business rule to obtain the value.  That's just one of several ways I can think of handling the need.

    • JérémyRenard's avatar
      JérémyRenard
      New Contributor
      23 days ago

      Hello Mark,

      Thank you very much for your solution.
      I am not familiar with 
      Dashboard Parameters.

      I will look into this as soon as possible.
      Thanks again.

    • JérémyRenard's avatar
      JérémyRenard
      New Contributor
      20 days ago

      I finally modified my script to retrieve the annotation that is created when the forecast is initialized, based on the entity selected in the cube view, in order to match the user's rights.

      Thank you for your help.