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NidhiMangtani
Veteran
June 21, 2022
Solved

Adding member relationship via Extender Rule

  • June 21, 2022
  • 2 replies
  • 0 views

Hello,

Please share a reference for adding a relationship between dimension members via Extender rule. I am trying to add new members via Extender rule, the member gets added as an Orphan. 

I have tried using SaveRelationshipInfo by passing Parent Member ID, Sibling ID and the new member ID, The IDs being passed are correct, but still the new member gets added as an Orphan. 

Current code which I am trying for adding relationship:

 

 

Public Sub AddRelationForNewCurrentRate(ByVal si As SessionInfo, ByVal api As Object, ByVal objPriorMemberInfo As MemberInfo)

 Try
  Dim objUtil As New OneStream.BusinessRule.Extender.EQUIP_Utility_Helper.MainClass(si)

  Dim sParentMemberID As String = String.Empty
  Dim sNewMemberID As String = String.Empty

  'Get Parent
  Dim objParentMemberInfo As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "RevSummaryAccounts", "A#[" & Sibling & "].Parents", True)
  If Not IsNothing(objParentMemberInfo) AndAlso objParentMemberInfo.Count > 0 Then
    sParentMemberID = objParentMemberInfo(0).Member.MemberId
  End If

  'Get New Member
  Dim objNewMemberInfo As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "RevSummaryAccounts", "A#[" & NewMember & "]", True)
  If Not IsNothing(objNewMemberInfo) AndAlso objNewMemberInfo.Count > 0 Then
    sNewMemberID = objNewMemberInfo(0).Member.MemberId
    BRapi.ErrorLog.LogMessage(si, "Child ID: " & sNewMemberID)
  End If

  Dim relationshipInfo As New RelationshipInfo
  Dim relationship As New Relationship
  Dim relationshipPK As New RelationshipPk
  relationshipPK.ParentId = sParentMemberID
  relationshipPK.ChildId = sNewMemberID
  relationship.RelationshipPk = relationshipPK
  relationshipInfo.Relationship = relationship

  Dim relationshipPositionOptions As New RelationshipPositionOptions
  relationshipPositionOptions.SiblingId = objPriorMemberInfo.Member.MemberId

  ' BRapi.ErrorLog.LogMessage(si, "Child ID: " & relationshipInfo.Relationship.RelationshipPk.ChildId)
  BRapi.ErrorLog.LogMessage(si, "Parent ID: " & sParentMemberID)
  BRapi.ErrorLog.LogMessage(si, "Sibling ID: " & objPriorMemberInfo.Member.MemberId)

  BRApi.Finance.MemberAdmin.SaveRelationshipInfo(si, relationshipInfo, relationshipPositionOptions)
 Catch ex As Exception
  Throw ErrorHandler.LogWrite(si, New XFException(si, ex))
 End Try

End Sub

 

    Best answer by NidhiMangtani

    Additionally passed DimID, DimTypeID and UD Aggregation weight and it worked as expected. No action needed on this further.

    2 replies

    N
    NidhiMangtaniAuthorAnswer
    Veteran
    June 21, 2022

    Additionally passed DimID, DimTypeID and UD Aggregation weight and it worked as expected. No action needed on this further.

      K
      OneStream Employee
      Knight501OneStream Employee
      OneStream Employee
      October 26, 2022

      Thank you for the post Nidhi, I had the same problem where the member was created but as an orphan.

      For reference, I found it is the relationship variable you need to set the DimId and UD Aggregation for:

      Dim relationship As New Relationship 

Dim objDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "CorpEntities")
relationship.DimId = objDim.DimPk.DimId

relationship.UDAggWeight = 1

       

      Regards,

      Tom

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