Set Up Snippet Editor

The first time you run Snippet Editor, you are guided through the table setup process.

• In OneStream, click OnePlace > Dashboards > Snippet Editor > Snippet Editor.

  

Create Tables and Launch Solution

1. Click Step 1: Create Tables.

   This step may be necessary when upgrading even if tables already exist. Snippet Editor does not drop existing tables but modifies table structures and will add new ones if necessary.

   

2. When setup is complete, click Step 2: Launch Solution to open Snippet Editor.

Package Contents

The Dashboard Maintenance Unit provides the user interface for Snippet Editor and includes the required Dashboard Groups, Components, Data Adapters, Parameters, and files.

Business Rules: The following Business Rules are included:

SNE_HelperQueries

Dashboard dataset Business Rule that can look up lists of snippets and snippet categories.

SNE_SolutionHelper

Dashboard extender Business Rule that allows for the addition, maintenance and navigation of snippets on the main dashboard.

SNE_ParamHelper

Dashboard XFBR string Business Rule provides conditional parameter processing functions that allow a parameter value to be interpreted and substituted with a different string.