BDA Capital and Project Planning Release Notes 2024.07.25.1

BDA Core Technology Compatibility

This version needs at-least Core Technology 2024 07 25 01

OneStream Version Compatibility

This version is confirmed to work with OneStream version 6.3.x to 8.2.x

BDA Capital and Project Planning and Extensible dimensions (1)

If you are installing BDA Capital and Project Planning on a fresh application, Capital dimensions will get attached to the RootDim and using extensibility in these dimensions will be difficult. Keep in mind that on an existing application if you have a Top member in (UD1-UD8), Capital dimensions will use the dimension that has the "Top" member as the inherited dimension.

Perform this check before installing the product.

Notes

If you are coming from a previous version that does not have "BDA Capital and Project Planning Client Content" Maintenance Unit.
- Please download and upload Create CTP_CPX Client Content.xml to the target.
- Go to Business Rules and execute the rule to create the client content.
If you are coming from a version that still uses "BDA_SolutionEngineKey" to add Admin users to Capital model.
- Please download and upload SolutionKey MigrationRule.xml to the target.
- Go to Business Rules and execute the rule to migrate old solution engine key users to new relational model.

Reserved Keywords

The following keywords cannot be used in BDA solutions (Columns aliases, member names)

ID
CalcUnit
Calc Unit
UnitName
Unit Name

Cube View updates needed coming to this release

If you are coming from a version prior to 2023.08.31.01, please go through the corresponding release note for the updates.

Download

20240725_01_BDA_CPX

New Features

Ability to take backups of assets table before performing a data load.
Ability to perform automated data loads
Created new views for querying asset overrides:
- vBDA_CPX_CalcUnitMapping : Used to view Calculation Unit overrides.
- vBDA_CPX_CalculationMapping : Used to view Calculation and Formula overrides.
- vBDA_CPX_CategoryMapping : Used to view Category overrides.
- vBDA_CPX_Custom1Mapping : Used to view Custom Field 1 overrides.
- vBDA_CPX_Custom2Mapping : Used to view Custom Field 2 overrides.
- vBDA_CPX_ReportingMappingOverride : Used to view Reporting Mapping overrides.
- vBDA_CPX_AssetTargetMapping : Used to view the final Target member script override and view where the Dimension derived its value.
- The most useful of these views is likely vBDA_CPX_AssetTargetMapping for debugging purposes. For screenshots, please see Detailed New Features section.

Improved Functionality

[IN#01259] Capital - Fixed issue with Detailed Asset Planning with sporadic behavior on save sometimes retaining change and sometimes not.
[IN#01260] Capital - Fixed issue with empty category descriptions causing a trailing "-" in member descriptions.

Issues

Resolved

Known

Detailed New Features

vBDA_CPX_AssetTargetMapping is able to be queried directly via SQL Tools. Within this view, you will find a list of all currently active assets and calculations applied to those assets. Each dimension in this view represents the target dimension this asset and calculation is going to be pushed to for reporting. The combination of all these dimensions represents the target Member Script where the data will go to.

Additionally, if you scroll to the right more, you are able to see exactly where these dimension values are derived from in the override hierarchy for easier debugging. Note that if a dimension is labeled as "Not Specified", this means that this dimension is never specified at any point of the override process or at the Base Script level.

Assets backups

With this update, you can now perform a backup of BDA_CPX_Assets table using the following parameter.

Param_BDACPX_Config_EnableTransactionLogOnLoaded

Set Transaction log parameter to True. This will create upto 5 rolling backup of Assets table as shown below.

Notes

Planned future functionality - roll back - load comparison reports

Automated data loads

This version of Capital planning is shipped with a new DM job that will allow you to schedule/run a DM job to perform Comp data loads.

Capital and Project Planning by BDA Automated Data Load can be used with the following parameters.

Parameter	Required	Description
DataSource	Yes	Provide the name of the CPX data source
UpdateMode	Yes	Provide what update mode you want to use for this load. 2 for Add new only, 3 for Update Salaries only, 1 for Full Update, 4 for Full reload
AppDataFilePath	Optional/ Require for all file based datasources	Provide the name of the file in application database file location. e.g. Documents/Users/ckattookaran/RosterFile.xlsx
EXCELSheetName	No	Provide the sheet name if using EXCEL file. This can be ignored if sheet name in data source and file are the same.

Detailed Improved Functionality

Upcoming Features

Enable notifications

An option to enable notifications for Administrators for the following.

Calculation unit addition
User Management changes
Data Load

Solution Management

An option to uninstall Capital and Project Planning.
An option to update/revert client configuration parameters.

Installation and Configuration Instructions

Installation

Info

The below steps must be performed for both a fresh install or an upgrade from a previous version.

Make sure that at least one valid workflow profile is setup and selected ahead of installing the BDA Capital and Project Planning.
If you are coming from a previous version that does not have "BDA Capital and Project Planning Client Content" Maintenance Unit, please talk to Product team about migrating the Config parameters to the "BDA Capital and Project Planning Client Content" Maintenance Unit.
If you are coming from a version that still uses "BDA_SolutionEngineKey" to add Admin users to Capital model, please talk to Product team about migrating the admin users to the latest relational model.
Upload Zip File into Application -> Load/Extract -> Load
Once completed, navigate to OnePlace -> Dashboards -> BDA Capital and Project Planning Setup
Click on dashboard BDA CPX Install
Click the button "Click to Install/Update BDA Capital and Project Planning".
Once successful, you should see the following screen.