Forum Discussion

Rayan_Zeriri's avatar
Rayan_Zeriri
New Contributor II
2 months ago

Executing a data management sequence that we chose from a combo box in a dashboard

Hi Everyone,

I am actually trying to make a dashboard that let users execute different sequences from data management without accessing the Application tab so i am using a dashboard with a combo box that lets you choose the step you want  and a button to execute it.
The problem is that i don't know how to send to the button the sequence i chose from the combo box and how to make so that the button can execute any sequence i chose without preparing the parameters in advance like we do in the data management tab where we run then choose parameters we need.

I already linked a parameter containing the list of steps to populate the combo box but i don't know how to send the selected step to the button to run it.


Thank you.

Data Management
  • db_pdx's avatar
    db_pdx
    2 months ago

    Hi Rayan: a few pointers for you:

    1) "The problem is that i don't know how to send to the button the sequence"

    • In the Button Settings, under Action > Server Task, you will set:
    • Selection Changed Server Task: Execute Data Management Sequence
    • Selection Changed Server Task Arguments: the generic format is {YourDataMgmtSequenceName}{Param1=[MyValue1], Param2=[MyValue2]}

    2) "I already linked a parameter containing the list of steps to populate the combo box but i don't know how to send the selected step to the button to run it."

    • Replace the generic server task arguments with your parameter's value
    • Selection Changed Server Task Arguments: now becomes {|!YourParameterThatControlsTheDMSequence!|}{Param1=[MyValue1], Param2=[MyValue2]}

    3) "how to make so that the button can execute any sequence i chose without preparing the parameters in advance like we do in the data management tab where we run then choose parameters we need."

    • This is the harder part. OneStream cannot read your mind so you'll need to tell it what parameters it should be using in the DM step.
    • This means the DM step needs to have parameters in use.
    • And you need parameters on your dashboard that can be passed to the DM job
    • Focusing in on the last part of the Selection Changed Server Task, you'll need to have a way to set these:
      • {DMParameter1=[|!DashboardParameter1!|], DMParameter2=[|!DashboardParameter2!|]}

    Hope that's enough to get your moving in the right direction.  Cheers,   -db

     

  • db_pdx's avatar
    db_pdx
    Valued Contributor
    2 months ago

    Hi Rayan: a few pointers for you:

    1) "The problem is that i don't know how to send to the button the sequence"

    • In the Button Settings, under Action > Server Task, you will set:
    • Selection Changed Server Task: Execute Data Management Sequence
    • Selection Changed Server Task Arguments: the generic format is {YourDataMgmtSequenceName}{Param1=[MyValue1], Param2=[MyValue2]}

    2) "I already linked a parameter containing the list of steps to populate the combo box but i don't know how to send the selected step to the button to run it."

    • Replace the generic server task arguments with your parameter's value
    • Selection Changed Server Task Arguments: now becomes {|!YourParameterThatControlsTheDMSequence!|}{Param1=[MyValue1], Param2=[MyValue2]}

    3) "how to make so that the button can execute any sequence i chose without preparing the parameters in advance like we do in the data management tab where we run then choose parameters we need."

    • This is the harder part. OneStream cannot read your mind so you'll need to tell it what parameters it should be using in the DM step.
    • This means the DM step needs to have parameters in use.
    • And you need parameters on your dashboard that can be passed to the DM job
    • Focusing in on the last part of the Selection Changed Server Task, you'll need to have a way to set these:
      • {DMParameter1=[|!DashboardParameter1!|], DMParameter2=[|!DashboardParameter2!|]}

    Hope that's enough to get your moving in the right direction.  Cheers,   -db

     

    • Rayan_Zeriri's avatar
      Rayan_Zeriri
      New Contributor II
      2 months ago

      Hi,

      Thank you for your quick reply, it was really benefic so i will forget about executing directly from the combo box and put each function in a separate dashboard with combo box for parameters.
      i just have a little prblm, i followed your instructions {YourDataMgmtSequenceName}{Param1=[MyValue1]} in my button action but i have an invalid parameter error but when i change [MyValue1] by the actual value it works but [MyValue1] should be correct because i assigned it to a label and that value changes when i chose a different combo box option so its fine so thats why i don't see the problem if you could please guide me.

      Thank you !

      • db_pdx's avatar
        db_pdx
        Valued Contributor
        2 months ago

        Can you share the exact text of the arguments on your button? That might help diagnose what is not working.

        Else, to reiterate the format it should be:

        {YourDataMgmtSequenceName}{DMParameter1=[|!DashboardParameter1!|]}
        •  DMParameter1 = the parameter used in the Data Mgmt Sequence definition
        • |!DashboardParameter1!| = the parameter used in the combo that makes the selection