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dashboards
152 TopicsNeed help on Clear Specific member data
Hi Team, I need your support regarding an issue I am facing with the dashboard-driven data clearing logic. Requirement: When specific Dimension/Members are selected in the dashboard, the attached code is expected to execute in Preview and Clear modes to remove the corresponding data. Issue Observed: The code runs successfully during execution. I can see the log message indicating that the data is “cleared.” However, the actual data is not getting cleared from the system. This suggests that while the process is triggering correctly, the clearing operation is not impacting the underlying data as expected. Could you please review and provide your suggestions on what might be causing this issue or any potential gaps in the approach? Let me know if you need additional details or logs from my end. Thanks in advance for your help. api.Data.SetDataCell(memberScript, amount, isNoData, isDurableCalculatedData) Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Finance.EPM_Clear_Specific_Scenarios Public Class MainClass Public Function Main(si As SessionInfo, globals As BRGlobals, api As FinanceRulesApi, args As FinanceRulesArgs) As Object Try '======================================== ' VALID FUNCTION TYPE '======================================== If api.FunctionType <> FinanceFunctionType.CustomCalculate Then Return Nothing End If '======================================== ' PARAMETERS '======================================== Dim entityName As String = GetParam(args, "Entity") Dim scenarioName As String = GetParam(args, "ParamSScenario") Dim timeName As String = GetParam(args, "Time") Dim con as String="Local" Dim accountName As String = GetParam(args, "Account") Dim flowName As String = GetParam(args, "Flow") Dim originName As String = GetParam(args, "Origin") Dim icName As String = GetParam(args, "IC") Dim ud1 As String = GetParam(args, "UD1") Dim ud2 As String = GetParam(args, "UD2") Dim ud3 As String = GetParam(args, "UD3") Dim ud4 As String = GetParam(args, "UD4") Dim ud5 As String = GetParam(args, "UD5") Dim ud6 As String = GetParam(args, "UD6") Dim ud7 As String = GetParam(args, "UD7") Dim ud8 As String = GetParam(args, "UD8") Dim mode As String = GetParam(args, "Mode", "EXECUTE").ToUpper() Dim confirmDelete As String = GetParam(args, "ConfirmDelete", "NO").ToUpper() api.LogMessage("=== DATABUFFER CLEAR START ===") api.LogMessage("Mode=" & mode & " | ConfirmDelete=" & confirmDelete) '======================================== ' VALIDATION '======================================== If String.IsNullOrWhiteSpace(accountName) Then Throw New Exception("Account parameter is required.") End If '======================================== ' BUILD FILTER '======================================== Dim filter As String = "E#" & entityName & ":S#" & scenarioName & ":T#" & timeName & ":A#" & accountName If Not String.IsNullOrWhiteSpace(flowName) Then filter &= ":F#" & flowName If Not String.IsNullOrWhiteSpace(originName) Then filter &= ":O#" & originName If Not String.IsNullOrWhiteSpace(icName) Then filter &= ":I#" & icName If Not String.IsNullOrWhiteSpace(Con) Then filter &= ":C#" & "Local" If Not String.IsNullOrWhiteSpace(ud1) Then filter &= ":U1#" & ud1 If Not String.IsNullOrWhiteSpace(ud2) Then filter &= ":U2#" & ud2 If Not String.IsNullOrWhiteSpace(ud3) Then filter &= ":U3#" & ud3 If Not String.IsNullOrWhiteSpace(ud4) Then filter &= ":U4#" & ud4 If Not String.IsNullOrWhiteSpace(ud5) Then filter &= ":U5#" & ud5 If Not String.IsNullOrWhiteSpace(ud6) Then filter &= ":U6#" & ud6 If Not String.IsNullOrWhiteSpace(ud7) Then filter &= ":U7#" & ud7 If Not String.IsNullOrWhiteSpace(ud8) Then filter &= ":U8#" & ud8 api.LogMessage("Filter used: " & filter) '======================================== ' GET DATABUFFER '======================================== Dim dataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula(filter) If dataBuffer Is Nothing _ OrElse dataBuffer.DataBufferCells Is Nothing _ OrElse dataBuffer.DataBufferCells.Count = 0 Then api.LogMessage("No data found for given filter.") Return Nothing End If Dim totalCells As Integer = dataBuffer.DataBufferCells.Count api.LogMessage("Cells found: " & totalCells) '======================================== ' SAFETY LIMIT '======================================== If totalCells > 500000 Then Throw New Exception("Too many records selected (" & totalCells & "). Reduce filter.") End If '======================================== ' PREVIEW MODE '======================================== If mode = "PREVIEW" OrElse confirmDelete <> "YES" Then Dim previewCount As Integer = 0 For Each kvp As KeyValuePair(Of DataBufferCellPk, DataBufferCell) In dataBuffer.DataBufferCells api.LogMessage("PREVIEW: " & kvp.Value.CellAmount) previewCount += 1 Next Dim preview As New StringBuilder() preview.AppendLine("DATA SELECTED FOR CLEAR") preview.AppendLine("====================================") preview.AppendLine("Filter :") preview.AppendLine(filter.ToString()) preview.AppendLine("") preview.AppendLine("Total Cells : " & totalCells.ToString("N0")) 'preview.AppendLine("Total Amount: " & Kvp.value.cellamount.ToString("F2")) api.LogMessage("Total PREVIEW cells: " & previewCount) BRApi.Dashboards.Parameters.SetLiteralParameterValue( si, True, "ETPreviewData", preview.ToString()) Return Nothing End If '======================================== ' CLEAR MODE '======================================== Dim clearedCount As Integer = 0 Dim skippedCount As Integer = 0 For Each kvp As KeyValuePair(Of DataBufferCellPk, DataBufferCell) In dataBuffer.DataBufferCells Try Dim cellPk As DataBufferCellPk = kvp.Key Dim memberScriptBuilder As New MemberScriptBuilder() api.Data.ApplyDataBufferCellPkToMemberScriptBuilder(memberScriptBuilder, cellPk) Dim writeScript As String = memberScriptBuilder.GetMemberScript.ToString api.LogMessage("WriteScript" & writescript.ToString()) api.Data.SetDataCell(writeScript, 0D, True,True) clearedCount += 1 Catch exInner As Exception skippedCount += 1 api.LogMessage("SKIPPED: " & kvp.Value.CellAmount.ToString("F2") & " | Error: " & exInner.Message) End Try Next '======================================== ' SUMMARY '======================================== api.LogMessage("=== CLEAR SUMMARY ===") api.LogMessage("Script :" & filter ) api.LogMessage("Total Cells : " & totalCells) api.LogMessage("Cleared : " & clearedCount) api.LogMessage("Skipped : " & skippedCount) api.LogMessage("=== DATABUFFER CLEAR END ===") Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, ex) End Try End Function '======================================== ' PARAM HELPER '======================================== Private Function GetParam(args As FinanceRulesArgs, name As String, Optional def As String = "") As String Try Dim v As String = args.CustomCalculateArgs.NameValuePairs.XFGetValue(name) If String.IsNullOrWhiteSpace(v) Then Return def Return v.Trim() Catch Return def End Try End Function End Class End Namespace85Views0likes2CommentsModifying SQL Editor component in Dynamic Dashboards not working
Hi there, I'm working on a client using the version 8.5.2 and I'm trying to use the Dynamic Dashboards functionallity to modify a property from a SQL Editor Component. The purpose of this logic is to set a dashboard in "ReadOnly" mode when the parameter is set, and in this case, the read only mode I want to achieve is by setting "ShowDataManipulationButtons = False". The BR logic used is the following: If Component.DashboardComponentType = DashboardComponentType.SqlTableEditor Then Dim sqlDefinition = XFSqlTableEditorDefinition.ReadXmlString(si,Component.XmlData) sqlDefinition.ShowDataManipulationButtons = False Component.XmlData = sqlDefinition.WriteXmlString(si) End If I have checked that after this point the component XmlData has changed, however, despite returning the modified component, the changes as not being displayed in the dashboard. If instead of modifying an SqlEditor component, I change any property on a Button component, the changes are being displayed correctly. Is this a known issue for the version 8.5.2 or is there any specific thing I might be missing for the SqlEditor component? PD: I know I can achieve creating a copy of the component, but it doesn't makes sense to do something twice (or ten times) when there is a way to solve it dynamically once for all. Thank you in advance!103Views0likes4CommentsGet UD member Display member Group
Hello OneStreamers, Good day! Could you please guide me on how to retrieve the Display Member Group for a UD dimension member? I am currently looping through UD1 members using a GetMembersUsingFilter function, and I would like to capture the Display Member Group associated with each UD member. Any guidance or suggestions would be greatly appreciated. Thank you in advance!Solved46Views0likes1CommentDynamic Cube Views and Workspaces
Dear community, I was reading the documentation about cube view services, which implies that the dynamic cube views that are accessible by Dynamic Cube View Services need to be in the same workspace. Do you know if this is mandatory to have dynamic cube views in the same workspace (as it seems a like a real issue in production) or is there a workaround to address dynamic cube views that are outside of the assembly's workspace ? Many thanks,113Views0likes3CommentsEnforce Constraints on Data Table. Failed to enable constraints. One or more rows contain values.
I am trying to return a SQL query in a Data table inside the business rule. But I am Getting the issue: Failed to enable constraints. One or more rows contain values violating non-null, unique, or foreign-key constraints. I tried to remove the constraint. Maybe I am doing it incorrectly or it is not possible. Dim sql As New Text.StringBuilder sql.AppendLine("Select COALESCE(S.RegisterID,O.RegisterID, W.RegisterID) RegisterID, ") sql.AppendLine("COALESCE(S.RegisterIDInstance,O.RegisterIDInstance,W.RegisterIDInstance) RegisterIDInstance, ") sql.AppendLine("COALESCE(S.WFProfileName,O.WFProfileName,W.WFProfileName) WFProfileName, ") sql.AppendLine("COALESCE(S.WFScenarioName,O.WFScenarioName,W.WFScenarioName) WFScenarioName, ") '''''''''QUERY Continues as below SQL CODE. Using dbConnApp As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) Dim ds As New DataSet ds.Tables.Clear() ds.EnforceConstraints = False Dim dt As DataTable = ds.Tables.Add() ' error comes when executing next line dt = BRApi.Database.ExecuteSql(dbConnApp, sql.ToString, False) Dim Count As Integer = dt.Constraints.Count BRApi.ErrorLog.LogMessage(si, "Count: here2") Return dt End Using The SQL query generates a table in a Data Adapter dashboard component. But the rule fails as the Data table does not enforce constraints through data coming from SQL. The SQL query: Select COALESCE(S.RegisterID,O.RegisterID, W.RegisterID) RegisterID, COALESCE(S.RegisterIDInstance,O.RegisterIDInstance,W.RegisterIDInstance) RegisterIDInstance, COALESCE(S.WFProfileName,O.WFProfileName,W.WFProfileName) WFProfileName, COALESCE(S.WFScenarioName,O.WFScenarioName,W.WFScenarioName) WFScenarioName, COALESCE(S.WFTimeName,O.WFTimeName,W.WFTimeName) WFTimeName, COALESCE(NULLIF(O.JobTitle,''),W.JobTitle) JobTitle, COALESCE(NULLIF(O.LastName,''), W.LastName) LastName, COALESCE(NULLIF(O.FirstName,''), W.FirstName) FirstName, COALESCE(O.Wage,W.Wage) Wage, COALESCE(O.Bonus,W.Bonus) Bonus, COALESCE(O.FTE,W.FTE) FTE, COALESCE(O.GradeLevel,W.GradeLevel) GradeLevel, COALESCE(S.Status,O.Status,W.Status) Status, COALESCE(O.HireDate ,W.HireDate ) HireDate, COALESCE(O.HirePeriod,W.HirePeriod) HirePeriod, COALESCE(O.TermDate,W.TermDate) TermDate, COALESCE(O.TermPeriod,W.TermPeriod) TermPeriod, COALESCE(O.BirthDate,W.BirthDate) BirthDate, DATEDIFF(month, '1/1/2024', IIF(CONVERT(varchar,COALESCE(NULLIF(O.TermDate,'1/1/1900 12:00:00 AM'), W.TermDate),101) = '1/1/1900','1/1/3999',CONVERT(varchar,COALESCE(NULLIF(O.TermDate,'1/1/1900 12:00:00 AM'), W.TermDate),101))) +1 As OutPeriod, COALESCE(S.OutCode,O.OutCode,W.OutCode) OutCode, DATEDIFF(month, '1/1/2024',IIF(CONVERT(varchar,COALESCE(NULLIF(O.DCode1,'1/1/1900 12:00:00 AM'), W.DCode1),101) = '1/1/1900','1/1/3999',CONVERT(varchar,COALESCE(NULLIF(O.DCode1,'1/1/1900 12:00:00 AM'), W.DCode1),101))) +1 As InPeriod, COALESCE(NULLIF(NULLIF(S.Entity,'None'),''),NULLIF(NULLIF(O.Entity,'None'),''),W.Entity) Entity, COALESCE(NULLIF(NULLIF(S.Code1,'None'),''),NULLIF(NULLIF(O.Code1,'None'),''), W.Code1) Code1, COALESCE(NULLIF(O.Code2,'None'), W.Code2) Code2, COALESCE(NULLIF(O.Code3,''), W.Code3) Code3, COALESCE(NULLIF(O.Code4,''), W.Code4) Code4, COALESCE(NULLIF(O.Code5,''), W.Code5) Code5, COALESCE(NULLIF(O.Code6,''), W.Code6) Code6, COALESCE(NULLIF(O.Code7,''), W.Code6) Code7, COALESCE(NULLIF(O.Code6,''), W.Code6) Code8, COALESCE(NULLIF(O.Code6,''), W.Code6) Code9, COALESCE(NULLIF(O.Code6,''), W.Code6) Code10, COALESCE(O.NCode1, W.NCode1) NCode1, COALESCE(O.NCode2, W.NCode2) NCode2, COALESCE(O.NCode3, W.NCode3) NCode3, COALESCE(O.NCode4, W.NCode4) NCode4, COALESCE(O.NCode5, W.NCode5) NCode5, COALESCE(O.NCode6, W.NCode6) NCode6, COALESCE(O.NCode7, W.NCode7) NCode7, COALESCE(O.NCode8, W.NCode8) NCode8, COALESCE(O.DCode1, W.DCode1) DCode1, COALESCE(O.DCode2, W.DCode2) DCode2, COALESCE(O.DCode3, W.DCode3) DCode3, COALESCE(O.DCode4, W.DCode4) DCode4, COALESCE(NULLIF(O.Annot1,''),W.Annot1) Annot1, IIF(COALESCE(S.Status,O.Status,W.Status) = 'Workday','Workday', 'People Register') As Annot2, XFW_PLP_CalcPlanDetail.CalcPlanDetailID As DetailID, XFW_PLP_CalcPlanDetail.FKClassID, XFW_PLP_CalcPlanDetail.Description, XFW_PLP_CalcPlanDetail.WeightOrCount, XFW_PLP_CalcPlanDetail.PeriodDivisor, XFW_PLP_CalcPlanDetail.PeriodFilter, XFW_PLP_CalcPlanDetail.Condition, XFW_PLP_CalcPlanDetail.EntityOverride, XFW_PLP_CalcPlanDetail.FlowOverride, XFW_PLP_CalcPlanDetail.ICOverride, XFW_PLP_CalcPlanDetail.UD1Override, XFW_PLP_CalcPlanDetail.UD2Override, XFW_PLP_CalcPlanDetail.UD3Override, XFW_PLP_CalcPlanDetail.UD4Override, XFW_PLP_CalcPlanDetail.UD5Override, XFW_PLP_CalcPlanDetail.UD6Override, XFW_PLP_CalcPlanDetail.UD7Override, XFW_PLP_CalcPlanDetail.UD8Override, XFW_PLP_CalcPlanDetail.Sequence From (Select * from XFW_PLP_Register where status='Workday' and WFProfileName = 'Workforce UK.01 Employee Register' And WFScenarioName = 'BudV1' And WFTimeName = '2024' ) W FULL OUTER JOIN (Select * from XFW_PLP_Register where Status = 'OneStream' and WFProfileName = 'Workforce UK.01 Employee Register' And WFScenarioName = 'BudV1' And WFTimeName = '2024') O On O.RegisterID = W.RegisterID LEFT OUTER JOIN (Select * from XFW_PLP_Register where Status = 'Split' and WFProfileName = 'Workforce UK.01 Employee Register' And WFScenarioName = 'BudV1' And WFTimeName = '2024') S On S.RegisterID = W.RegisterID CROSS Join XFW_PLP_CalcPlanDetail Where ( XFW_PLP_CalcPlanDetail.FKCalcPlanID = '01_ACTIVE_UK' And XFW_PLP_CalcPlanDetail.FKWFProfileName = 'PlanTemplate' And XFW_PLP_CalcPlanDetail.FKWFScenarioName = 'PlanTemplate' And XFW_PLP_CalcPlanDetail.FKWFTimeName = 'PlanTemplate' ) Order By RegisterID,RegisterIDInstance,XFW_PLP_CalcPlanDetail.CalcPlanDetailID, XFW_PLP_CalcPlanDetail.Sequence7.9KViews0likes19CommentsLosing Dynamic Parameters on Dashboard Refresh
Hello, I would be very grateful if someone could offer some direction on fixing the issue of dynamically generated parameters disappearing on a refresh action. When the dashboard initially loads, all of the dynamic parameters render as expect. I have an extender service setting the count of parameters to 2 for each param type (Debits,Credits). These work off two stored member list parameters, par_DebitList and par_CreditList. When the dashboard is refreshed, I lose the _dynamic_2 even though the parameter count is still 2. Public Function GetDynamicParametersForDynamicComponent( _ ByVal si As SessionInfo, ByVal api As IWsasDynamicDashboardsApiV800, ByVal workspace As DashboardWorkspace, ByVal maintUnit As DashboardMaintUnit, ByVal dynamicComponentEx As WsDynamicComponentEx, ByVal customSubstVarsAlreadyResolved As Dictionary(Of String, String)) _ As WsDynamicParameterCollection Implements IWsasDynamicDashboardsV800.GetDynamicParametersForDynamicComponent Try If api Is Nothing Then Return Nothing Dim CompName As String = dynamicComponentEx.DynamicComponent.Component.Name If CompName.Contains("CBX_Credits") Or CompName.Contains("CBX_Debits") Then Dim params As WsDynamicParameterCollection = api.GetDynamicParametersForDynamicComponent( _ si,workspace,dynamicComponentEx,String.empty,Nothing,tristatebool.TrueValue,WsDynamicItemStateType.MinimalWithTemplateParameters) Dim paramname As String = Nothing If CompName.Contains("CBX_Credits") Then paramname = "par_CreditList" Else paramname = "par_DebitList" End If Dim ParamComp As WsDynamicCompParamMemberEx = params.GetParameterUsingBasedOnName(paramname) Return params Else Return api.GetDynamicParametersForDynamicComponent(si, workspace, dynamicComponentEx, String.Empty, Nothing, TriStateBool.TrueValue, WsDynamicItemStateType.MinimalWithTemplateParameters) End If Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function This is my setting on the combo box: When refreshing the dashboard, all the components render, but just the parameters are lost. When loading the dashboard, GetDynamicParametersForDynamicComponent executes 8 times, while on a refresh it is only executing 6 times. Would appreciate any guidance on this. Thanks!Solved411Views0likes7CommentsPass-thru Formatting on Cube Views
Good afternoon, I'm trying to pass through formatting from one cube view to another. The 2nd cube view is a dialog pop-up in a dashboard triggered by a selection changed event. So far I've been able to determine destination formatting based on Cell POV dimension members of the cell "clicked" but I'm hitting a snag on dynamically calculated cells (column is Actual versus Budget % for example). The Cell POV dimension members are the same with the only difference being a "GetDataCell" at the end. I haven't figured out a way to retrieve what, if anything, is in the "calculation script" for a cell intersection. Or if there's a way to retrieve the row and column names for a cell intersection at the time of a click? Looking for any guidance possible. Thanks, Brandon92Views0likes0CommentsExecuting QuickViews using BRs
Hi everyone, Does anyone know if there's a specific method to be able to run Quickviews using a Business Rule? Trying to understand if OS is capable of doing something like that. Presumably, what I would like is to execute a dashboard that would allow me to see one, just seeking for some ideas on this topic. Thank you!102Views0likes1Comment