Saving data released on a gridview directely to a shared folder

[hoaphan]

Dear OneStream community,

I'm trying to save the data on this gridview on a shared folder, does anyone know how i can do it ? 

Once i will save it on a shared folder, i will put a business rule on the "initiate export" to tranform it and eport it in my computer this time.
Please advice if you have any idea how i can do this,
Thank you

[ChristianW]

I just answered a similar question here: https://community.onestreamsoftware.com/t5/Rules/Saving-an-export-directly-to-the-shared-folder/m-p/...

[hoaphan]

Hi Christian,
Thank you for your answer, yes it your BR will help me a lot,i have one more question what type of BR is yours? extesibility Rule or Dashboard Extender one?
Regards

[Mustafa_A]

Hi @hoaphan 

Were you able to implement this BR? I'm trying to figure how did you setup the source target? 

[ChristianW]

Yes, I used it several times. You just need to use the same sql statement that you used for the grid with one of the brapi.database functions.

[ChristianW]

Something like this, gives you the datatable object:

'Define the SQL Statement
Dim sql As New Text.StringBuilder					
sql.Append("Select * ")
sql.Append("From <Your Table> ")
sql.Append("Where <your Restrictions> ")
				
Dim dt as datatable 
Using dbConnApp As DBConnInfo = BRAPi.Database.CreateApplicationDbConnInfo(si)
	dt = BRAPi.Database.ExecuteSql(dbConnApp, sql.ToString, False)			
End Using

[ChristianW]

It can be both, if you want it behind a button, you need a dashboard extender, if you want a data management job, or if you like to run it directly form the business rules sceen, you can use an extensibility rule.

Cheers

[JoakimK]

So to call that function from a dashboard, you have two options really, to simplify it a little.

1: Create the function in a Dashboard extender Rule that is triggered from the Dashboard

2: Create an extensibility rule, setup a DataManagement job to trigger that rule, then setup the button on the dashboard to trigger the DataManagement sequence.

The potential benefit of option 2 is that now you also have a way to Schedule/Automate the same DataManagement job to generate the file, which option 1 does not give you.