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DavidT
Newcomer
August 9, 2024
Solved

Parameter - Is there a way to update the Filter Property via a Business rule?

  • August 9, 2024
  • 4 replies
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I am writing to the community to see if anyone knows of a way to programmatically update a Parameter from a Business Rule to update the Filter Property (for a Member List or really any type of list). I can see the way to set the "Default Value" of a property but not a way to update the List which the property gets its values from.

DavidT_0-1723207763201.png

The member Filter is set to just reference Net Sales, but what I'd like to really do here is build the Member Filter from a list that I create in a business rule (Dashboard Extender, call to an Extender Rule, etc). I only see these options:

This will set the value to 2024, but it has to be already in the List...

DavidT_1-1723207875343.png

This throws an error after the 1st entry, but still won't render in a combo box because I'm not really adding it to the List of Member Filters...

DavidT_2-1723208020913.png

This will set the 1st value, but doesn't work for a list ... only 1 value...

DavidT_3-1723208086564.png

I don't see in the api an ability to modify the Filter property or really inspect a parameter and change its other properties.

Has anyone been able to do this?

Thanks,
David

 

 

Best answer by TheJonG

If you are trying to assign a dashboard dataset rule to a parameter, the parameter type must be Bound List with Command Type = Method and Method Type = BusinessRule. If you want to use a Member Filter parameter, you will need to go the XFBR route. 

4 replies

T
OneStream Employee
TheJonGOneStream Employee
OneStream Employee
August 9, 2024

I might not be fully understanding what you are trying to do but you could generate the Member Filter via an XFBR rule. Ultimately, your XFBR rule would return a list of Accounts based off parameter selections or whatever logic needed to generate the list. 

D
DavidTAuthor
Newcomer
August 9, 2024

Hi,

I'm wondering if its possible to change the Filter on a MemberList type parameter to programmatically create a list and pass it back to the parameter. I found some writeups on Dashboard DataSet rules, so I'm trying that as well. You know how you can build a lists file in HFM and load it, something along those lines. I figured if they have parameters, there must be a way to programmatically return a list to assign to a parameter rather than having to build it out via the GUI. I'm relatively new to OneStream, but I would prefer to not use the GUI to build out the List but rather some type of business rule.

D
DavidTAuthor
Newcomer
August 9, 2024

for the dashboard dataset rule

DavidT_0-1723217458632.png

and the config to the parameter:

DavidT_1-1723217491572.png

 

but its not actually updating the combox that's assigned the parameter

 

T
OneStream Employee
TheJonGOneStream EmployeeAnswer
OneStream Employee
August 9, 2024

If you are trying to assign a dashboard dataset rule to a parameter, the parameter type must be Bound List with Command Type = Method and Method Type = BusinessRule. If you want to use a Member Filter parameter, you will need to go the XFBR route. 

D
DavidTAuthor
Newcomer
August 9, 2024

Thanks Jon!

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