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Newcomer
February 6, 2025
Solved

Syntax for calling a Finance Custom Calculate Service

  • February 6, 2025
  • 2 replies
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Hello,

I am working in an 8.5 application and want to utilize Finance Custom Calculate services within a dashboard. My service factory is enabled at the Dashboard Maintenance Unit level of detail. I am trying to launch the custom calculate function via a dashboard button.

Does anyone have example syntax for this? I figured OneStream would release documentation externally for this but was unable to locate any. Thanks!

 

Best answer by Henning

Hi, this is how you can set up your button:

{Workspace.CallCustomFinanceBR_WS.CallCustomFinanceBR_MU.WSMU}{CustomCalculate}{}

In my example, this is how I set up my Service Factory, which returns the Custom Finance BR "FinanceBR":

Case Is = WsAssemblyServiceType.FinanceCustomCalculate
    Return New FinanceBR()

I chose to reference the service factory on the Workspace Maintenance Unit (WSMU), but you could just as well put it on the Maintenance Unit (MU):

CallCustomFinanceBR_AS.ServiceFactory

 

2 replies

jmohlAuthor
Newcomer
February 6, 2025

I was able to figure it out (at least partially). You have to call a data management sequence from the button (similar to a standard dashboard). Workspace arguments are passed on data management sequence.

If service factory is enabled at the workspace level: Workspace.WorkspaceName.DashMaintUnitName.WS

When enabled at the DMU level: Workspace.WorkspaceName.DashMaintUnitName.WSMU

 

HenningOneStream EmployeeAnswer
OneStream Employee
February 7, 2025

Hi, this is how you can set up your button:

{Workspace.CallCustomFinanceBR_WS.CallCustomFinanceBR_MU.WSMU}{CustomCalculate}{}

In my example, this is how I set up my Service Factory, which returns the Custom Finance BR "FinanceBR":

Case Is = WsAssemblyServiceType.FinanceCustomCalculate
    Return New FinanceBR()

I chose to reference the service factory on the Workspace Maintenance Unit (WSMU), but you could just as well put it on the Maintenance Unit (MU):

CallCustomFinanceBR_AS.ServiceFactory

 

Contributor
February 22, 2025

Thank you as always Henning. Another step forward in using Assembly Rules.