Default Home Page for Users & OS Logo is an Actionable Event
Thought this was cool and wanted to share so others have the recipe. If you build a default landing Home Page for users upon login, this is where the XML sits for that Dashboard. Then, (I was thrilled) to discover this) once you have a default Dashboard set for users, the OneStream logo is now a clickable button! It returns you to your Home Page Dashboard.
How To Sort Dashboard Parameters AlphaNumerically Without Specifying Sort Order - Example Code
In developing applications, I prefer to group objects intuitively using standardized naming, alphanumeric sorting, and hierarchical grouping. Dashboard parameters use the "Sort Order" property to sort, which for me adds unwanted cognitive load to a development process. I developed the code below to automatically sort and group parameters the way you would expect them to be sorted to get around the need to specify Sort Order. Implement as an extensibility rule and run it from the editor. After the rule is run, copy, paste an existing parameter, then delete the pasted parameter to force a refresh of the list from the server. Be sure to remove this code from your production applications. C# using System; using System.Data; using OneStream.Shared.Common; using OneStream.Shared.Database; using OneStream.Shared.Wcf; using System.Linq; using System.Text.RegularExpressions; using System.Threading.Tasks; using System.Collections.Generic; namespace OneStream.BusinessRule.Extender.MSA_ParamSorter { //------------------------------------------------------------------------------------------------------------ // Reference Code: MSA Parameter Sorter [MSA_ParamSorter] // // Description: This class sorts the Dashboard Parameters for a given Workspace and Maintenance Unit // The sort is standard lexical (Lexigraphical, Dictionary) order // After running the rule, refresh the application and the workspace. // // Note: This will change all sortorder settings on your parameters for the given Maintenance Unit // (most people want this) // // Usage: Update the Workspace and Maintenance Unit strings then run from the BR Editor. // // Created By: Robb Salzmann, Mindstream Analytics // // Date Created: 6-7-2023 //------------------------------------------------------------------------------------------------------------ public class MainClass { public object Main(SessionInfo si, BRGlobals globals, object api, ExtenderArgs args) { try { var paramSort = new ParamSort(); paramSort.SortParams(si, args); } catch (Exception ex) { throw new XFException($" {ex.Message}", ex); } return null; } } // Replace the string assignments for strWorkspace and strMaintUnit as appropriate public class ParamSort { private string strWorkspace = "<YourWorkspaceName>"; // Workspace containing the Maintenance Unit below private string strMaintUnit = "<YourMaintenanceUnitName>"; // Maintenance Unit where the Parameters will be sorted public void SortParams(SessionInfo si, ExtenderArgs args) { DataTable results; string strSql = null; int intSortOrder = 10; try { Guid wsGuid = BRApi.Dashboards.Workspaces.GetWorkspaceIDFromName(si, false, strWorkspace); Guid muGuid = BRApi.Dashboards.MaintUnits.GetMaintUnit(si, false, wsGuid, strMaintUnit).UniqueID; strSql = $@"SELECT dp.name as name FROM DashboardMaintUnit dmu, DashboardParameter dp WHERE dmu.UniqueID = '{muGuid}' And dp.MaintUnitID = dmu.UniqueID"; using (DbConnInfo dbConn = BRApi.Database.CreateApplicationDbConnInfo(si)) { results = BRApi.Database.ExecuteSql(dbConn, strSql, true); List<DataRow> parameters = results.AsEnumerable().ToList(); // Sorting the parameters based on the custom logic var comparer = new AlphaNumericComparator(); var sortedParameters = parameters .OrderBy(row => row.Field<string>("name"), comparer) .ToList(); // Updating the sort order in the database foreach (var row in sortedParameters) { strSql = $"UPDATE DashboardParameter SET SortOrder={intSortOrder} WHERE name='{row["name"]}'"; BRApi.Database.ExecuteSql(dbConn, strSql, true); intSortOrder += 10; } } } catch (Exception ex) { throw new XFException($"{Environment.NewLine}{this.GetType().ToString()}.{System.Reflection.MethodBase.GetCurrentMethod().Name}(): {ex.Message}:{Environment.NewLine}{strSql}", ex); } } } public class AlphaNumericComparator : IComparer<string> { public int Compare(string x, string y) { if (x == y) return 0; string[] xParts = Regex.Split(x, @"(\d+)"); string[] yParts = Regex.Split(y, @"(\d+)"); for (int i = 0; i < Math.Min(xParts.Length, yParts.Length); i++) { if (xParts[i] != yParts[i]) { return PartCompare(xParts[i], yParts[i]); } } return xParts.Length - yParts.Length; } private static int PartCompare(string x, string y) { if (int.TryParse(x, out int a) && int.TryParse(y, out int b)) { return a.CompareTo(b); } return string.Compare(x, y, StringComparison.OrdinalIgnoreCase); } } } VB Imports System.Data Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Wcf Imports System.Threading.tasks Imports System.Text.RegularExpressions Namespace OneStream.BusinessRule.Extender.MSA_ParamSorter '------------------------------------------------------------------------------------------------------------ 'Reference Code: MSA Parameter Sorter [MSA_ParamSorter] ' 'Description: This class sorts the Dashboard Parameters for a given Workspace and Maintenance Unit ' The sort is standard lexical (Lexigraphical, Dictionary) order ' After running the rule, refresh the application and the workspace. ' 'Note: This will change all sortorder settings on your parameters for the given Maintenance Unit ' (most people want this) ' 'Usage: Update the Workspace and Maintenance Unit strings then run from the BR Editor. ' 'Created By: Robb Salzmann, Mindstream Analytics ' 'Date Created: 6-7-2023 '------------------------------------------------------------------------------------------------------------ Public Class MainClass Public Function Main(si As SessionInfo, globals As BRGlobals, api As Object, args As ExtenderArgs) As Object Try Dim paramSort As New ParamSort() paramSort.SortParams(si, args) Catch ex As Exception Throw New XFException($" {ex.Message}", ex) End Try Return Nothing End Function End Class ' Replace the string assignments for strWorkspace and strMaintUnit as appropriate Public Class ParamSort Private strWorkspace As String = "<YourWorkspaceName>" 'Workspace containing the Maintenance Unit below Private strMaintUnit As String = "<YourMaintenanceUnitName>" 'Maintenance Unit where the Parameters will be sorted Public Sub SortParams(si As SessionInfo, args As ExtenderArgs) Dim results As DataTable Dim strSql As String = Nothing Dim intSortOrder As Int32 = 10 Try Dim wsGuid As Guid = BRApi.Dashboards.Workspaces.GetWorkspaceIDFromName(si, False, strWorkspace) Dim muGuid As Guid = BRApi.Dashboards.MaintUnits.GetMaintUnit(si, False, wsGuid, strMaintUnit).UniqueID strSql = $"SELECT dp.name as name FROM DashboardMaintUnit dmu, DashboardParameter dp WHERE dmu.UniqueID = '{muGuid}' And dp.MaintUnitID = dmu.UniqueID" Using dbConn As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) results = BRApi.Database.ExecuteSql(dbConn, strSql, True) Dim parameters As List(Of DataRow) = results.AsEnumerable().ToList() ' Sorting the parameters based on the custom logic Dim comparer As New AlphaNumericComparator() Dim sortedParameters = parameters _ .OrderBy(Function(row) row.Field(Of String)("name"), comparer) _ .ToList() ' Updating the sort order in the database Dim s As New List(Of String) For Each row In sortedParameters strSql = $"UPDATE DashboardParameter SET SortOrder={intSortOrder} WHERE name='{row("name")}'" BRApi.Database.ExecuteSql(dbConn, strSql, True) intSortOrder += 10 Next End Using Catch ex As Exception Throw New XFException($"{Environment.NewLine}{Me.GetType().ToString()}.{System.Reflection.MethodBase.GetCurrentMethod().Name}(): {ex.Message}:{Environment.NewLine}{strSql}", ex) End Try End Sub End Class Public Class AlphaNumericComparator Implements IComparer(Of String) Public Function Compare(x As String, y As String) As Integer Implements IComparer(Of String).Compare If x = y Then Return 0 Dim xParts As String() = Regex.Split(x, "(\d+)") Dim yParts As String() = Regex.Split(y, "(\d+)") For i As Integer = 0 To Math.Min(xParts.Length, yParts.Length) - 1 If xParts(i) <> yParts(i) Then Return PartCompare(xParts(i), yParts(i)) End If Next Return xParts.Length - yParts.Length End Function Private Shared Function PartCompare(x As String, y As String) As Integer Dim a, b As Integer Dim isNumericX As Boolean = Integer.TryParse(x, a) Dim isNumericY As Boolean = Integer.TryParse(y, b) If isNumericX AndAlso isNumericY Then Return a.CompareTo(b) Return String.Compare(x, y, StringComparison.OrdinalIgnoreCase) End Function End Class End Namespace
How to assign images to Tree View nodes when not using the Default Workspace
I have a dashboard that uses a Tree View. Its in a named workspace. The only way I can get images to work with it is to upload the images to a Default Workspace. Is there a way to reference my images in the workspace where the Tree View is?
Error Message: 'GridItemThemeKeyExtension_DefaultBackgroundColor_OneStreamBlue' resource not found.
Users have been receiving the following error when trying to access various dashboards: "'GridItemThemeKeyExtension_DefaultBackgroundColor_OneStreamBlue' resource not found." The error has occurred for multiple users on multiple dashboards, within Production and Sandbox. We have found that the error does not reappear if the user logs out of OneStream and completely closes the application before logging back in and attempting to access the dashboard again. Has anyone else seen this error before and been able to determine the root cause?
Option to disable the "Load" button and only show "Load and Process" on the WF step.
Having the option to disable the "Load" button and only show "Load and Process" on the WF step would help when we add a rule in the process step that needs to be run every time the user uploads a file. This would reduce the risk of a user clicking Load and not Process, which is important for our operational planning teams to avoid data being missed or incorrect because a calculation or rule was not completed.
Questionnaire Scroll Bar
The Question Text Column scroll bar in my Certification Questionnaire is not working. I have a long question text which does not fit the default cell size. The scroll bar is not clickable/draggable, so my reviewers aren't able to view the entire question during certification. The workaround I have is just to expand the column size so that the text fits into the cell. I am wondering if anyone has the same user experience or has a solution to get it to work? My current software version is 7.1.3.How to Run Workspace Assembly from a Data Management Step In 6 Easy Steps
This was originally a question.It took a while to figure out, so to save someone else the hours of trial and error, here is the process I use in detail, start to finish, to run a Workspace-based Data Management step in a Workspace Assembly business rule. Here's a How-to step by step: List of abbreviations used below: DM: Data Management WS: Workspace MU: Maintenance Unit BR: Business Rule AS: Assembly 1. Workspace:Set the NameSpace Prefix - this is what gets filled in at runtime for __WSNameSpacePrefix 2. Assemblies: Note these properties 3. Create the Assembly Business Rule:Create an "Extender" business rule, this is done by right clicking files and selecting "Extensibility Rules" Add some test code, to verify correct configuration, such as BRApi.ErrorLog.LogMessage(si, "Hello from the new extender!"then code the way you would any other extender 4. Create The Data Management Group: Create a DataManagement Group in the same workspace that the Assembly that has your business rule is in 5. Create a Data Management Step - Create a DM step in the new DM Group, reference the rule using the pattern: Workspace.{WorkspacePrefix}.{AssemblyName}.{BusinessRuleName} In this case it would be: Workspace.Current.DMTestAS.DMTestStepExtender Note: we could also use 'DMTestWS' instead of 'Current'.We use Current because the DM Step is in the same WS as the Extender Rule. 7. Done! Test the DM Step with run button and check the error log(System Tab -> Logging -> Error Log),for your test code's output.
