In my last blog post, Copy Forward Comments with Dodeca I showed how you could use the CopyComments method within a Workbook Script (WBS) to bring forward comments from the previous month. In this post, we are going to create a button on the View’s toolbar which will call this WBS procedure. This way, if our user decides to bring forward the comments from the previous month, they can simply click a button and the current month’s comments will be updated.
Adding a button to a toolbar which will initiate a WBS method takes just a few steps:
- Create the button tool on the Toolbar Configuration used with the View.
- Place the new button on the toolbar.
- Assign the button tool with the instructions we would like it to perform
That’s it from a high level. Down in the details there are a number of smaller steps to complete. For that reason, there are many pictures in this post to capture everything.
Please note that the Toolbar Configuration topic discussed here is also covered in the Dodeca Administrator’s Guide from Applied OLAP, under Section 3: Advanced Topics.
View toolbars can be used across multiple Views. The particular toolbar used in a View is specified in the Views metadata editor, under the View ToolbarsConfigurationID property. See figure below.
In our Actual Budget Analysis View, the toolbar we are using is titled “Essbase View Standard Limited”. Since this toolbar may be used in multiple Views, the very first thing we will do is copy this to another toolbar. That way we can make updates and use the new toolbar without affecting other, existing views.
Let’s go to the Toolbars Configuration metadata editor by right clicking on the ViewToolbarsConfigurationID property name and selecting Edit “Essbase View Standard Limited”:
This will bring us to the Toolbars Configuration metadata editor with our toolbar already selected:
We are going to Copy this toolbar to a new one, so click on Copy, and let’s give the new toolbar the name “Essbase View Standard Limited with CopyComments”. Now let’s go back to the Views list, and update our ViewToolbarsConfigurationID to use the new toolbar:
We are now ready to add the new tool to this new toolbar. Go back to the Toolbars Configuration editor, ensure our new toolbar is selected, then click on the “Toolbars Designer…” button:
This will start the Toolbars Designer for this toolbar In the Toolbars Designer, we have multiple tabs across the top. Click on the Tools tab, and then click New… at the bottom to create a new tool:
In the New Tool dialogue, select Button as the Tool type, and enter “Copy Previous Month Comments” in both the Caption and the Key fields. We can leave the Category field empty right now. Click Add and Close.
Our list of tools now includes the one we just created:
Before going further, we are going to make a quick update to the properties of this tool. Open the SharedProps hierarchy and scroll down to the DisplayStyle property. Click on the dropdown and select TextOnlyAlways. Setting this will ensure that the button will be displayed with the caption “Copy Previous Month’s Comments” on the toolbar.
Next click on the Toolbars Designer tab. Here we can add tools from our list to the toolbar so it shows up when the view is displayed. If you click on the Toolbar drop down box, you will see the 4 categories that exist on this toolbar: Essbase, Grid, Standard and View:
These are listed alphabetically, not in the order in which they actually appear in the toolbar. The Grid category is the rightmost category on the toolbar, so that is where we will place our new tool. Select Grid from the dropdown, then select our new tool and drag it to the left, just under the Sheets member of the Grid category. Let’s also add a divider also by right clicking on our new tool and selecting Begin Group:
Click on Close at the bottom of the dialog. In the Toolbars Preview, we should now see our new tool added to the toolbar, with a little divider separating it from the Sheets tool:
Click Commit to save the toolbar configuration.
Our last step is to now assign the proper actions to our new button. For that, we click on the Configure Tools… button in the metadata editor:
This will bring up the Configure Tools dialog. Click our new tool from the list of tools so we can map it to a Tool Controller. On the right side of the dialog, click on the tool controller drop down, then select WorkbookScriptToolController:
Once selected, the Arguments window will be filled. We only need to enter the WorkbookScriptID and ProcedureName arguments. Select the dropdown for the WorkbookScriptID and select the correct workbook script ID, then select the ProcedureName. The only procedure we have in the script is CopyComments. Once those updates are made, click on the Commit Module, Toolbars Configuration, and/or Views button at the bottom center of the dialog. This will bring up a confirmation message:
Click Yes to confirm. This will bring up the following message box:
You must restart the application in order to use the updated toolbar. Click OK, then restart your Dodeca application. Now we are ready to test. Let’s open our application and run the view:
We see our updated toolbar with the “Copy Previous Month Comments” button. We are in the month of Sep when the view opens. Let’s update the selector to the month of Oct which has not had any comments added yet.
I click on the “Copy Previous Month Comments” button, and voila! Last month’s comments are copied in and I am ready to update and save the comments for the new month.
In the next post, I will add a confirmation message box to the process for the user to confirm the update of the comments for the month. We will also add a notification message box after the update is complete.