Dynamic DataSource Load

WillVitale
New Contributor III

Hello,

I was wondering if there's a way to dynamically load a flat file once per year for a specific month. We load data yearly for our CapEx Budget and was wondering if you can assign a static value such as |WFYear|M1? I tried it but failed so right now I just hard keyed it. 

Yes, I can put the time in the column the data I load comes in with no time period in the field because it's a YTD amount, but I just wanted to make it as dynamic and no chance for human error in it.

WillVitale_0-1706559491328.png

Thanks,

Will

1 ACCEPTED SOLUTION

Set it to a Complex expression:

Return BRApi.Finance.Time.GetNameFromId(si, api.WorkflowUnitPk.TimeKey) & "M1"

For performance reasons you might want to stash it into a global variable.

There might be faster ways to get the year, you might want to experiment with what is available in the api object.

JackLacava_0-1706613645532.png

 

View solution in original post

4 REPLIES 4

db_pdx
Contributor III

Data Type = Current DataKey Time

That will use whatever your workflow time period is.

WillVitale
New Contributor III

I tried that and it didn't work. We don't have any periods, it's just 1 full year workflow

WillVitale_0-1706575773112.png

 

Set it to a Complex expression:

Return BRApi.Finance.Time.GetNameFromId(si, api.WorkflowUnitPk.TimeKey) & "M1"

For performance reasons you might want to stash it into a global variable.

There might be faster ways to get the year, you might want to experiment with what is available in the api object.

JackLacava_0-1706613645532.png

 

Thanks for the help @JackLacava! Appreciate it!