Converting Historical Data
We are in the process of changing our chart of accounts and department structure (for us, UD3 and UD1, respectively). Further complicating things is that some of the old UD3/1 members will likely be consolidated into one UD3/1 member, and vice versa. We will need to keep the existing data in its original intersections (e.g if UD3#ABC changes to UD3#123, we need the historical data to stay in UD3#ABC). Or do we? We currently map each of our 3 different GLs* in UD3 to accounts in the A# dim which is at the P&L/BS level. Has anybody out there done this before? What approach did you take? Can we simply create new transformation rules and somehow reference the old ones for historical data? Do we simply create a new hierarchy in UD3 for the new members (bloat?)? If so, how do we reference them in dashboards and cube views that compare past and present data? I have so many questions as to the best or simplest way to do this. Bonus points if they are one and the same. --Brooks *Only one GL is changing
Fetching text property by time
Hi, I'm trying to display a time-variant text property of the UD1 dimension member in a report. The challenge is that the text value can exist in any period of the member, so I currently loop through the forecast periods (spanning two years) to retrieve the values. While the code works, its performance is not good. Is there a way to fetch or look up the text properties by time (possibly from a specific table) without iterating through all periods? Any command or optimized approach to achieve this efficiently would be highly appreciated. Dim Date As String = $"{year}M{month}" Dim timeID As Integer = timedimhelper.getidfromname("Date") Dim myVaryByTimeId As Integer = BRApi.Finance.Members.GetMemberId(si,DimType.Time.Id, Date) Dim mbrText As String = BRApi.Finance.UD.Text(si, 9, mbrId, 1, -1, myVaryByTimeId)
Extracting entity hierarchy without constraints
Hi! Is there a way to extract the entity structure without constraints? In the current entity structure, every entity has a different UD1 constraint, but I need this to be set to Root for all entities when loading it in the other application. I know in Notepad++ you can use find/replace to modify this, but because every entity has a different UD1 constraint, it is still quite a manual process. Wondering if there is a more efficient way. Thanks in advance!
Data Audit Dashboard
Hi All, I am trying to create a dashboard to extract the data for the given point of intersection basically I have given all the dimension parameter for the user to select and click on the button download that runs the DataManagement job and will extract the data for the selected POV . I am able to achieve the above requirement just like an enhancement I want to also get the data of the user details who has loaded data into those point of intersection. Can some one help me with the lead how can I achieve the above user details that would be really great. Thank YouMetadata UD3 dimension update
I need to make some changes to the UD3 dimension hierarchy member names and was wondering if there is a way I can do a mass update. For example, the coding used for UD3 name OLD_XXX will need to change to NEW_XXX. There’s ~266 members I need to update and many more to come. Can you please advise if there is an easy way to make this change? Thanks!Is there a way to Extract or Download Multiple Files at once from the File Explorer to my computer?
I used data management jobs to extract historical data from a legacy application and they are now sitting in file explorer and are split-out by period. I need to extract these files to load to a new application. I tried holding shift and control on my keyboard to highlight multiple files but I did not have any success. I believe this will need to done via business rule but I am unsure. Please let me know if I can provide any additional information.
Can a Data Mgmt Data Extract step be saved somewhere other than under that user's folder?
When running a Data Mgmt Data Extract step, you can chose where you want the file saved: However, the name you provide always starts under the File Share\Applications\[App Name]\DataManagement\Export\[User Name] folder. So, the above extract would show up as File Share\Applications\MyApp\DataManagement\Export\Phil\20211202\CubeData.csv We need these extracts to be available to users who do not have access to the individual user folders on the File Share (i.e. - they aren't Admins) Is there a way to have the Data Extract saved to a truly user defined location, like Application Database\Documents\Public\DataExtracts? How could this be done? If you run the extract from a business rule are there arguments you can pass into the data management call to override the export path? Or is there a way to programmatically move the file after it's been created? Thanks,
