Parameters in data action

[Ganjos]

Hi,

I’m working on a project where I want to trigger a data action with the following parameters: source version, target version, source month, and target month. The objective is to allow users to copy data from one version to another and choose the desired source and target month.

However, when I try to execute the data action in the story, only three parameters appear: source version, target version, and source month. The target month parameter is missing.

I’m attaching three screenshots: one showing the parameters, another showing the data action configuration, and a third showing the story interface with only three parameters visible.

How can I ensure all four parameters, including the target month, are displayed?

Thanks in advance,

Ganjos

[thomas_beck · Accepted solution]

In order to use a distinct selection across multiple dimensions, you can add additional copy rule for your copy step - see below for Date:

[Ganjos · Accepted solution]

Hi,

I added, but i can´t add the Source Month into the copy rule, only the target month.

[thomas_beck · Accepted solution]

Please check the parameter configuration for sourceMonth - e.g. Cardinality needs to be set to "Single".

[thomas_beck · Accepted solution]

Here are all requirements towards parameters in copy rules: Type: Member Model: Default Model (NAME) Dimension: Date Cardinality: Single Allow "All Members": Deselected

[Ganjos · Accepted solution]

it worked thank you very much!

[Ganjos · Accepted solution]

Can i do the same with Advanced formulas? @thomas_beck

I want to calculate Vencimento Base for the target month and version, using values from the source version and source month. The parameters for the calculation are the same: SourceVersion, TargetVersion, SourceMonth, and TargetMonth. Do you have a solution?

[thomas_beck · Accepted solution]

Yes, this does work also in Advanced Formulas, something like DATA([d/Date] = %targetMonth%) = RESULTLOOKUP([d/Date] = %sourceMonth%)

[Ganjos · Accepted solution]

I did this:

I created the parameters the same way as in the other data action, but in the source and target, I can't select the parameters.

Created parameter

[thomas_beck · Accepted solution]

Your Target-Box also needs to contain the targetDate Parameter so you specify the context to be written to. Please note that "Level" needs to be set to Leaf in the parameter configuration as it is only allow to write to leaves.

[Ganjos · Accepted solution]

Ok, i did it but appeared this error

[Ganjos · Accepted solution]

Alright, I’ve set the correct hierarchy, and now there are no errors. I’m going to test it out.

[thomas_beck · Accepted solution]

Please select a specific hierarchy in the parameter configuration (I assume it is currently set to "Any"). Otherwise the system cannot determine the hierarchy to use for value help.

[Ganjos · Accepted solution]

Hi @thomas_beck 

It worked Thanks.

I need to select multiple months, not just one. Is there a way to do this? The 'Allow all Members' option is currently locked.

[William_Yu1]

Actually from your last screenshot that this parameter NOT used yet in the data action, I assume that's why it's not displayed in story through consumption. 

[thomas_beck]

Yes, I can confirm parameters that are not used are not shown during Starter Configuration as a selection is irrelevant to Data Action execution.

[Ganjos]

It's not being used, but I can't add SourceMonth and TargetMonth as filters in the data action. Can I?

I need to copy Vencimento Base from one version to another and from one month to another, depending on the version. Therefore, I require four parameters. Do you have a solution?

[thomas_beck]

Hi @Ganjos 
Using multiple targets via parameter cannot be done within the DATA-statement. There is however a way to do so via specifying a memberset (line 1) outside of the actual instruction (line 2). The members filter will then automatically applied to the DATA-statement:


Please remember to change the parameter cardinality for targetMonth from Single to Any.

[Ganjos]

Hi @thomas_beck 

i did that as you said butit appear an error, but appeared the following error:

This is my code:

MEMBERSET[d/Date]=%TargetMonth%
DATA([d/Measures] = "VB", [d/Date] = %TargetMonth%) = RESULTLOOKUP([d/Measures] = "VB", [d/Date] = %SourceMonth%, [d/Version] = %SourceVersion%) * ( RESULTLOOKUP([d/Measures] = "perce_aumento_VB", [d/Version] = "public.Actual", [d/Date] = "202401") + 1 )

Configuration of the parameter:

[thomas_beck]

Please remove the targetMonth parameter from your data statement, it should be DATA([d/Measures] = "VB") only. The target is now already defined and set by your Memberset-Statement.

[Ganjos]

Finally worked, thanks very much, and thanks for your patience 🙂

[Bernardo_Santos1]

Hi @thomas_beck, i have question, if i wanted to the this copy step but, many to many, how would i do it?
I want this action, because when i copy my months to planning months, i want to do it instantly selection them all, and not doing it one by one

[thomas_beck]

Hi @Bernardo_Santos1, you can do this via an Advanced Formula (e.g. via using dimension properties to map month to planning month) or X-Model Copy Step (same source and target model, map each month to planning month). For the regular copy step this is not possible to map across different dimensions.

[Bernardo_Santos1]

Hi again @thomas_beck, in what form could i use the Advanced data action, iam asking this because the way the X-Model Copy Step works, it is not the way i want and i cant achieve the result i want with this resolution