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Parameters in data action

Ganjos
Participant
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560

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?

 

Ganjos_0-1733324267586.png

Ganjos_1-1733324339331.png

Ganjos_2-1733324367791.png

Thanks in advance,

Ganjos

 

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thomas_beck
Product and Topic Expert
Product and Topic Expert

In order to use a distinct selection across multiple dimensions, you can add additional copy rule for your copy step - see below for Date:
Screenshot 2024-12-05 at 10.53.06.png

Ganjos
Participant
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Hi,

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

Ganjos_0-1733393509631.png

Ganjos_1-1733393547140.png

 

 

thomas_beck
Product and Topic Expert
Product and Topic Expert
Please check the parameter configuration for sourceMonth - e.g. Cardinality needs to be set to "Single".
thomas_beck
Product and Topic Expert
Product and Topic Expert
Here are all requirements towards parameters in copy rules: Type: Member Model: Default Model (NAME) Dimension: Date Cardinality: Single Allow "All Members": Deselected
Ganjos
Participant
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it worked thank you very much!
Ganjos
Participant
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Can i do the same with Advanced formulas? @thomas_beck

 

Ganjos_0-1733396870172.png

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
Product and Topic Expert
Product and Topic Expert
Yes, this does work also in Advanced Formulas, something like DATA([d/Date] = %targetMonth%) = RESULTLOOKUP([d/Date] = %sourceMonth%)
Ganjos
Participant
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I did this:

Ganjos_0-1733398627155.png

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

Ganjos_1-1733398708952.pngGanjos_2-1733398724261.png

 

 

thomas_beck
Product and Topic Expert
Product and Topic Expert
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
Participant
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Ok, i did it but appeared this error

Ganjos_0-1733401445714.png

 

 

Ganjos
Participant
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Alright, I’ve set the correct hierarchy, and now there are no errors. I’m going to test it out.
thomas_beck
Product and Topic Expert
Product and Topic Expert
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
Participant
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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.

 

Ganjos_0-1733482070988.png