Running a Data Action in a Story

Data action triggers can be added to stories to allow users to run a data action.

Prerequisites

The user must have the Execute permission for the data action.

If data access control is enabled for the dimension members you want to perform the data action on, you also need to have Write access to corresponding dimension members to change any data. For more information, refer to Setting Data Access Permissions on Dimensions.

Context

You can also schedule data actions using the Calendar. See Creating Automatic Data Action Tasks for details.

Procedure

On a canvas or responsive page, select Data Action Trigger.
Optionally, type a name and a description for the data action trigger.
Select the data action to be executed.
If the model uses currency conversion, choose an option from the Currency Conversion list. The data action will be executed on the currency that you choose.

If the target version is a private version or a public version in edit mode, this setting has no effect. Instead, the data action is applied to the currency that you’re working with in that version. For more information, see Planning with Currency Conversion.
In the Follow-up action section, choose whether to publish the target version automatically when the data action finishes running.
Note
- All unpublished changes to the target version will be published, even if they weren’t part of the data action.
- This option only applies to public versions. If the data action runs on a private version, or on a BPC write-back model, you’ll need to publish the data manually.
In the Parameter section, specify how to set parameter values. For each parameter, follow these steps:
1. Set the Input to Fixed Value to specify fixed values, or Prompt to let users choose their own values.
2. Set the value. This step is optional for prompts. If there are default values, you can keep them, or you can deselect the link button () and then set your own values.
  
  If there's any problems with the parameter values, a message will let you know how to fix them. You may need to select a different value, or open the data action to see what's causing the problem.

Results

When viewing the story, users can select the trigger icon to run the data action.

If you selected Fixed Value as the input type for all prompts, the data action runs immediately. For Prompt selections, the user can select members and choose Run.

Note

Some parameter values might prevent you from running the data action. If there's any problems with the parameter values, a message will let you know how to fix them.