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C
ccage
Member
November 15, 2022
Solved

Updating Entity Relationship for Percent Ownership

  • November 15, 2022
  • 2 replies
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Can any one provide me with a rule snippet for updating Entity Percent Ownership. I have tried a few things using the SaveRelationshipInfo but it is not working.

    Best answer by JackLacava

    This should work, but please make sure you understand what it does before dropping it into production code. You might want to surround the SaveRelationshipInfo call with a try/catch to be on the safe side. As for anything posted on these forums, we make no guarantees in terms of support, you're on your own.

    ' coordinates
Dim myScenarioID As Integer = brapi.Finance.Members.GetMemberId(si, DimType.Scenario.Id, "Actual")
Dim myScenarioType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si, myScenarioID)
Dim myTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, "2020M3")
Dim myEntityID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "Frankfurt")
Dim myParentID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "Europe")

' fetch relationship. 
Dim relationship As Relationship = BRApi.Finance.members.ReadRelationshipNoCache(si, _
		DimType.Entity.Id, myEntityID, myParentID)
' create new properties
' this should leave other properties alone and just merge with existing values, but check; worst case, repro other props before saving
Dim newProperties As New VaryingMemberProperties( DimType.Entity.Id, myEntityID, myParentID )
newProperties.GetEntityRelationshipProperties().PercentOwnership.SetStoredValue( _ 
		myScenarioType.Id, myTimeID, 40.0)
' we only save properties in this case
brapi.Finance.MemberAdmin.SaveRelationshipInfo(si, _
	False, relationship, _
	True, newProperties, _
	Nothing)

     

    2 replies

    J
    OneStream Employee
    JackLacavaOneStream EmployeeAnswer
    OneStream Employee
    November 17, 2022

    This should work, but please make sure you understand what it does before dropping it into production code. You might want to surround the SaveRelationshipInfo call with a try/catch to be on the safe side. As for anything posted on these forums, we make no guarantees in terms of support, you're on your own.

    ' coordinates
Dim myScenarioID As Integer = brapi.Finance.Members.GetMemberId(si, DimType.Scenario.Id, "Actual")
Dim myScenarioType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si, myScenarioID)
Dim myTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, "2020M3")
Dim myEntityID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "Frankfurt")
Dim myParentID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "Europe")

' fetch relationship. 
Dim relationship As Relationship = BRApi.Finance.members.ReadRelationshipNoCache(si, _
		DimType.Entity.Id, myEntityID, myParentID)
' create new properties
' this should leave other properties alone and just merge with existing values, but check; worst case, repro other props before saving
Dim newProperties As New VaryingMemberProperties( DimType.Entity.Id, myEntityID, myParentID )
newProperties.GetEntityRelationshipProperties().PercentOwnership.SetStoredValue( _ 
		myScenarioType.Id, myTimeID, 40.0)
' we only save properties in this case
brapi.Finance.MemberAdmin.SaveRelationshipInfo(si, _
	False, relationship, _
	True, newProperties, _
	Nothing)

     

      C
      ccageAuthor
      Member
      November 17, 2022

      Thanks Jack! I want to also thank Nick Kroppe who provided me with the following code as well.

      'retrieve rel info for parent child relationship
Dim myRelInfo As RelationshipInfo = BRApi.Finance.Members.GetRelationshipInfo(si, _
    dimTypeId.Entity, "Houston Heights", "Houston")

'retrieve entity properties
Dim entityRelationProps As EntityRelationshipVMProperties = myRelInfo.GetEntityRelationshipProperties()

'set the percent ownership property
entityRelationProps.PercentOwnership.SetStoredValue( _
    scenarioTypeId.Unknown, SharedConstants.Unknown, 90)

'retain the current relationship hierarchy position
Dim relationPosOpts As New RelationshipPositionOptions()
relationPosOpts.SiblingId = SharedConstants.Unknown
relationPosOpts.MovementType = RelationshipMovementType.RetainCurrentPosition

'save the relationship info and update the ownership property
BRApi.Finance.MemberAdmin.SaveRelationshipInfo(si, _
    True, myRelInfo.Relationship, _
    True, entityRelationProps.VMProperties, _
    relationPosOpts)
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