Data Action Configuration Template

Use this template to design and document data action configurations.

---

Data Action Overview

Property	Value
Name	[Enter data action name]
Description	[Enter purpose and business logic]
Model	[Enter planning model name]
Category	[Copy / Calculation / Allocation / Mixed]
Execution Context	[Story / Application / Multi Action / Scheduled]

---

Parameters

Parameter 1: [Name]

Property	Value
Type	Member / Number / String / DateTime
Dimension	[If member type]
Default Value	[Optional]
Required	Yes / No
Linked Input Control	[Control name or N/A]

Parameter 2: [Name]

Property	Value
Type	Member / Number / String / DateTime
Dimension	[If member type]
Default Value	[Optional]
Required	Yes / No
Linked Input Control	[Control name or N/A]

Add more parameters as needed

---

Steps

Step 1: [Step Name]

Step Type: Copy / Advanced Formula / Allocation / Currency Conversion / Embedded

Copy Step Configuration

Source	Target
Version = [value]	Version = [value]
Date = [value or parameter]	Date = [value or parameter]
Account = [value or all]	Account = [value or all]
[Dimension] = [value]	[Dimension] = [value]

Options:

• Set to 0 (target scope set to 0 before copy)
• Clear (target scope cleared before copy)
• Neither (additive copy)

Advanced Formula Configuration

// Formula
[TargetMeasure] = [SourceMeasure1] * [SourceMeasure2]

// Or with conditions
IF [Measure1] > 0 THEN
    [Result] = [Measure1] * 1.1
ELSE
    [Result] = [Measure2]
ENDIF

Scope Filter:

Dimension	Filter
Version	[value or parameter]
Date	[value or parameter]
[Other]	[value]

Allocation Configuration

Property	Value
Allocation Type	Reference Data / Formula
Driver Account	[Account ID]
Target Dimension	[Dimension name]
Target Members	[List or hierarchy node]

Allocation Rule:

Source: [Account] WHERE [filters]
Driver: [DriverAccount]
Target: Distribute to [Dimension] members based on driver ratios

---

Step 2: [Step Name]

Step Type: [Type]

Configure as above

---

Step 3: [Step Name]

Step Type: [Type]

Configure as above

---

Tracepoints (for debugging)

Location	Tracepoint Name	Purpose
After Step 1	TP01_AfterCopy	Verify source data copied
After Step 2	TP02_AfterCalc	Verify calculation results
After Step 3	TP03_AfterAlloc	Verify allocation distribution

---

Execution Script

// Set parameters from input controls
DataAction_1.setParameterValue("Version", InputControl_Version.getSelectedKey());
DataAction_1.setParameterValue("Year", InputControl_Year.getSelectedKey());

// Show busy indicator
Application.showBusyIndicator("Running forecast calculation...");

// Execute data action
DataAction_1.execute().then(function() {
    // Refresh data after execution
    Table_1.getDataSource().refreshData();
    Application.hideBusyIndicator();
    Application.showMessage("Forecast calculation completed.");
}).catch(function(error) {
    Application.hideBusyIndicator();
    Application.showMessage("Error: " + error.message);
});

---

Multi Action Integration (if applicable)

Step Order	Step Type	Data Action/Operation	Parameters
1	Data Action	[This data action]	[Inherited/Set]
2	Version Mgmt	Publish version	[Target version]
3	Data Locking	Lock data slice	[Scope]

---

Testing Checklist

Pre-Execution Checks

• Source data exists
• Target version is writable
• Parameters have valid values
• User has execution permissions

Post-Execution Validation

• Expected records created/updated
• Calculation results correct
• Allocation totals balance
• No unexpected side effects

Performance Metrics

Metric	Expected	Actual
Execution time	< [X] seconds
Records processed	~[N]
Memory usage	Normal

---

Error Handling

Error Scenario	Resolution
Source data empty	Check filters, verify data exists
Target locked	Unlock data or change target version
Formula error	Check syntax, dimension context
Timeout	Reduce scope, optimize formula

---

Documentation Notes

Business Logic: [Describe the business purpose and logic of this data action]

Dependencies: [List any dependencies on other data actions, models, or processes]

Maintenance Notes: [Document any special maintenance considerations]

---

Template Version: 1.0.0 Created: 2025-12-27