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Cheryl_Lamkin
July 25, 2024

Account Rec Dashboard - choose entity via combo box instead of WF Profile

  • July 25, 2024
  • 1 reply
  • 0 views

Hello.  I am a total rookie with dashboards, and am failing miserably at trying to tweak one for the first time.  OneStream has an existing dashboard for RCM; there is a chart called cht_ReconPreparationStatus_RCM that I want to use, but instead of the entity being populated from the WF Profile, I want the user to be able to choose the entity in a combo box.  I have created a combo box, and I have created an entity parameter for the combo box.  But I'm just kind of lost as to what settings I need to change.  I also assume this needs to be tweaked in the business rule, but I have tried a million different options and can't come up with it. I feel like this should be an easy one, but I clearly still have a lot to learn!   

Combo Box settings (ParamBarEntity is my new parameters i created.  And the Dashboard 3a_scorecard is just a copy of OneStreams 3a_scorecard_RCM that already exists)


Cheryl_Lamkin_0-1721921940437.png

ParamBarEntity - my new parameter


Cheryl_Lamkin_1-1721921972882.png

Data Adapter: cht_ReconCountPreparationStatus

the total Method Query is: {RCM_HelperQueries}{GetReconCountPreparationStatus}{RoleFilter=[Administrator],RiskLevel=|!ParamBarRiskLevelList!|,wfprofile=|!ParamBarEntity!|}


Cheryl_Lamkin_2-1721922019426.png

Chart properties: cht_ReconPreparationStatus (mainly copied from Onestream's existing cht_ReconPreparationStatus_RCM chart) but i added the "Change POV"


Cheryl_Lamkin_3-1721922098159.png

 

RCM_HelperQueries{GetReconCountPreparationStatus}


Cheryl_Lamkin_4-1721922490085.png

RCM_SolutionHelper{GetReconCountPreparationStatusforChart{


Cheryl_Lamkin_5-1721922553870.png


Cheryl_Lamkin_6-1721922565562.png

I couldnt find a way to nicely copy and paste the code, so if someone has a tip for that, i'll take it!

Please let me know what other information I can provide. I just want to be able to view this chart using an entity selected from this combo box (it is currently pulling numbers from the entity selected in the WorkFlow)


Cheryl_Lamkin_7-1721922676535.png

 

 

 

 

1 reply

P
pranav46
July 26, 2024
'Returns All dimensions in parent/child format including Member Properties 
		        'Fields include Parent, Child, Child Description, RowId, Generation Number, Text1-Text8
				
				Dim sScenarioType As String = args.NameValuePairs.XFGetValue("ScenarioType", String.Empty)
				Dim Time As String = args.NameValuePairs.XFGetValue("Time", String.Empty)
				Dim ScenarioTypeId As Integer = ScenarioType.GetItem(sScenarioType).Id
				Dim TimeId As Integer = BRApi.Finance.Members.GetMemberId(si,dimtypeId.Time,Time)
				Dim FileName As String = args.NameValuePairs.XFGetValue("FileName", String.Empty)


pranav46_2-1722023158132.png

Here is how you can copy the code. as an e,g I copied the code. There is server task where you can add BR

Seems like you need to call BR from combo box. Once they select entity it updates your chart. 

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