/data-action-template

name: data-action-template
description: Generate a data action configuration template based on requirements
allowed-tools:
  - Read
  - AskUserQuestion
argument-hint: "[data-action-name]"

Shell Snippet Notes

• Shell snippets assume Bash on Linux/macOS, WSL2, or Git Bash.
• Install the command-specific tooling shown near each snippet before running it.
• Confirm before running commands that delete files, change ownership, deploy, or modify remote systems.

Output Contract

Return a data action design template, dimension/member assumptions, validation checklist, and performance caveats. Default to read-only planning and do not create SAC artifacts or local files unless the user explicitly confirms a target.

Data Action Configuration Template

Use this template to design and document data action configurations.

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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*

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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 | |

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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 |

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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]

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**Template Version**: 1.0.0 **Created**: 2025-12-27