Loading Amount and Annotations together

I had to dig up some old notes but here is the general gist of what I had to do to make this work:

• In addition to our 12 matrix time columns that come in as normal YYYYM1 – 12 we added a 13^th matrix time column
• In this 13^th column we had it come in as YYYYANNOTATION and then I made YYYYANNOTATION to YYYYM12 in mapping rules
• Then we had to add 2 parser business rules
1. One we attached to the Amount matrix column in data source
2. One we attached to the TextValue matrix annotation member column in data source

Namespace OneStream.BusinessRule.Parser.BR_MatrixAmount
	Public Class MainClass
		Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As ParserDimension, ByVal args As ParserArgs) As Object
			Try
				
				If API.DimensionDelimitedPosition = 27 Then 		'look at 13th column which is year total column
					globals.SetBoolValue("IncludeComment",True) 	'set annotation global to true for only this column
					api.ValueIsZeroSuppressed = False				'do not bypass zeros only on this 13th column
					Return 0.00										'set amount in 13th column to 0.00
				Else
					globals.SetBoolValue("IncludeComment",False)	'set annotation global to false for all other columns so we only bring in comment to M12
					Return args.Value								'leave all other amounts as-was
				End If	
				
				Return Nothing
			Catch ex As Exception
				Throw ErrorHandler.LogWrite(si, New XFException(si, ex))
			End Try
		End Function
	End Class
End Namespace

Namespace OneStream.BusinessRule.Parser.BR_MatrixComment
	Public Class MainClass
		Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As ParserDimension, ByVal args As ParserArgs) As Object
			Try
				
				api.Parser.TextValueRowViewMember = "Annotation"		'pulls in textvalue column as annotation view member
				
				If globals.GetBoolValue("IncludeComment",True) Then		'if comment column is true which is only true for 13th column
					Return args.Value									' allow comment to pass through
				Else
					Return String.Empty									'otherwise if not 13th column then do not bring in comment annotation member
				End If	

				Return Nothing
			Catch ex As Exception
				Throw ErrorHandler.LogWrite(si, New XFException(si, ex))
			End Try
		End Function
	End Class
End Namespace

 

Basically the end result is that we were able to manipulate the 13^th column which I associated with only YYYYM12 to bring in a 0.00 amount only for columns in which the customer enters an annotation member.  The combination of allowing a 0.00 to come in is what ultimately allows the comment to come in to T#YYYYM12:V#Annotation and without having to mock up a penny or something.

I will say that if I recall, this still brought in the commentary to all 12 months, but our issue was that it was not bringing in commentary to the 12th month if that month did not have an amount.  So what we solved for was ultimately ensuring that all commentary was brought into M12 (even though it was also brought in for M1 - 11 which we did not need but lived with).  I think.  But it may also be that we got this to only bring in commentary to M12.  I cannot recall 100% but the above is how we achieved this.