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M
MarkHoughton
April 8, 2024

How can I ( if possible ) set a UD static value from a data source based on contents of a column

  • April 8, 2024
  • 1 reply
  • 0 views

Hi,

I have a data source, where the leading character of the alphanumeric values in the column are used to identify if the row value should be assigned to a particular dimension field in a UD. The complex expression here will display results in the error log indicating it has found the rows that I want to assign a different value for in the UD, but I don't know how to set that , so that the imported data assigns my UD requirement. Basically I want it so that if the args.value starts with "R" then assign it a value of "R" in the UD2 otherwise, leave it/set it as "None".

Dim sValue As String = args.Value
Dim myValue1 As String = "UD2 R-" & sValue
Dim myValue2 As String = "Ignore"

If Left(svalue,1)="R" Then
    BRApi.ErrorLog.LogMessage(si, myValue1)
Else
    BRApi.ErrorLog.LogMessage(si, myValue2)
End If

 

Any thoughts or am I approaching this the wrong way ? I cannot see that I would do this in a transformation rule as it is the source GL code that carries this information.

Cheers all

 

1 reply

K
Krishna
April 9, 2024

Based on your code I explained it. You can perform it in Import step or Validate Step. The below is import step. 

Import Step

1. If you are doing at the Import Step, then args.value will store the value in the string. All you need to do is to Return the value. Curently you are printing it. 

2. Transformation rule you have to map the respective UD dimensions.

 

Validate Step 

You can use the Dim sValue As String =  args.GetSource("U1#"). It will get the source value of the U1 and you can map it .

 

M
MarkHoughtonAuthor
April 9, 2024

Hi Krishna,

Sorry, I am not really understanding what you are suggesting. What I have in my import file is a GL code prefixed with an "O", "X" or "R" and then a 6 digit number. What I want to do is based on that leading letter "O","X" or "R" is to assign a value to UD2 of "O","X", or "R".  I cannot do it in transformation rules as "O123456" and "R123456" map to the same OneStream Accounts code, but I want to differentiate them using UD2. So I am not sure of the correct syntax to write to UD2 using a data source complex expression.

What I can do is edit the source file before importing and run a script on that to assign the O,R, or X but would like for this to be done within the data source rule in OneStream ( if possible ).

Thanks

M
MarcusH
April 9, 2024

If I understand what you want to do correctly I would add a Business Rule to the Data Source for UD2. That BR takes the first character of the Account member. Then in Transformation Rules for UD2 map R to whatever you want and everything else to None.

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