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H
hoaphan
Newcomer
January 31, 2022

Saving data released on a gridview directely to a shared folder

  • January 31, 2022
  • 4 replies
  • 0 views

Dear OneStream community,

I'm trying to save the data on this gridview on a shared folder, does anyone know how i can do it ? 

hoaphan_0-1643642823733.png

Once i will save it on a shared folder, i will put a business rule on the "initiate export" to tranform it and eport it in my computer this time.
Please advice if you have any idea how i can do this,
Thank you

4 replies

C
OneStream Employee
ChristianWOneStream Employee
OneStream Employee
January 31, 2022

I just answered a similar question here: https://community.onestreamsoftware.com/t5/Rules/Saving-an-export-directly-to-the-shared-folder/m-p/4664/highlight/true#M235

    H
    hoaphanAuthor
    Newcomer
    February 1, 2022

    Hi Christian,
    Thank you for your answer, yes it your BR will help me a lot,i have one more question what type of BR is yours? extesibility Rule or Dashboard Extender one?
    Regards

    A
    Avatar-Roku
    Newcomer
    February 3, 2022

    Hi hoaphan 

     

    Were you able to implement this BR? I'm trying to figure how did you setup the source target? 

    C
    OneStream Employee
    ChristianWOneStream Employee
    OneStream Employee
    February 3, 2022

    Yes, I used it several times. You just need to use the same sql statement that you used for the grid with one of the brapi.database functions.

    C
    OneStream Employee
    ChristianWOneStream Employee
    OneStream Employee
    February 1, 2022

    It can be both, if you want it behind a button, you need a dashboard extender, if you want a data management job, or if you like to run it directly form the business rules sceen, you can use an extensibility rule.

    Cheers

    J
    OneStream Employee
    JoakimKOneStream Employee
    OneStream Employee
    February 3, 2022

    So to call that function from a dashboard, you have two options really, to simplify it a little.

    1: Create the function in a Dashboard extender Rule that is triggered from the Dashboard

    2: Create an extensibility rule, setup a DataManagement job to trigger that rule, then setup the button on the dashboard to trigger the DataManagement sequence.

    The potential benefit of option 2 is that now you also have a way to Schedule/Automate the same DataManagement job to generate the file, which option 1 does not give you.

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