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Zhongwei Li
2025-11-30 08:55:30 +08:00
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# Data Action Design Checklist
- [ ] Target model + version selected (public vs private) and edit mode/planning area confirmed.
- [ ] Step order defined (copy/cross-copy → allocations → conversions → advanced formulas → embedded actions).
- [ ] Parameters set (member/number/measure) with defaults; prompts labeled clearly.
- [ ] Copy/aggregation rules map to leaf members; non-leaf booking avoided.
- [ ] Write mode chosen per step (append vs overwrite) and currency/unit conversions configured.
- [ ] Validation run on small slice (time/account filters) before full run.
- [ ] Background run settings decided; notifications/monitor path shared with planners.
- [ ] Error handling notes captured (locks, mapping gaps) in job monitor playbook.

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# Multi Action Design Checklist
- [ ] Confirm use-case needs sequencing across models/versions; partial success acceptable.
- [ ] Steps chosen: data action / version publish / predictive / data import / API / PaPM / data locking.
- [ ] Parameters defined (including cross-model) and mapped to each step; defaults provided.
- [ ] Publishing behavior set (fail vs ignore warnings) per step; planning area option reviewed.
- [ ] Background execution allowed; users notified of version lock window and refresh need.
- [ ] Slicing strategy for long runs (filters, smaller steps) to avoid timeouts.
- [ ] Scheduled? Add calendar task with recurrence/time zone + dependencies.
- [ ] Job monitor path documented for operators; fallback manual steps noted.

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# Parameter Mapping Template
| ID | Type (Number/Member/Measure/String/DateTime) | Model/Dimension (if member) | Level (Any/Leaf) | Cardinality (Single/Any) | Default | Prompt Label | Used In (step) |
|----|---------------------------------------------|-----------------------------|------------------|---------------------------|---------|--------------|----------------|
| | | | | | | | |
| | | | | | | | |
| | | | | | | | |
Usage notes:
- For cross-model parameters, ensure dimension is public and shared; reuse across steps with same dimension.
- Keep Level=Leaf when targeting booking destinations; allow Any when used for filters/prompts.
- Sort prompts in data action designer to present critical parameters first.