Discuss formulas and business rules for your application.
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Hi, I have a requirement where I need to compare a member in list of members (listOfmem) and see if the member exists in list. How to best handle this as it seems like I can't use "Contains" function? Dim listOfmem As list(Of memberinfo) = BRApi.Finance.Members.GetMembersUsingFilter(si, U2DimPk, U2DimMem, True) Thank you in advance, Mikki
Does anyone have experience leveraging GitHub or any other code version control tool to manage Business Rules with OneStream? Assuming we have a remote Git repository on GitHub that keep track of all of our business rules. How do we push the code from remote repository to OneStream? Or in other words how do we run git command to push/pull. In this context, we want to assume there is file system on cloud store all the business rules in file format. If there is no file system on OneStream, how are the Business Rules managed on cloud? Any pointers will be appreciated. We found a way to update the Business Rule table: xml_data in Application Database. But we are seeking for better options.
I feel like an idiot asking this question but I can't find anything on google. Where do all of the 'Helper' classes come from? TimeDimHelper, StringHelper, ApplicationZipFileHelper, ScenarioDimHelper Are these all OneStream specific? Is there any documentation or good posts about their use? Thanks, Scott
Hello,Would you know how I can access all Business Rule functions/ syntax etc in a file or where they are stored in OneStream? Basically, I want to have a list of all functions/ syntax.Thanks,Sid
I am trying to copy the data from the Adjustment data. api.Data.Calculate("F#EndBalJE:O#AdjInput = RemoveZeros(F#EndBal:O#AdjInput:T#PovPrior1)","A#BS.Base")As per My rule the data will be copied for C#members that does not require parent to be specified.Example : C#Local and C#Share Is there any way I can copy the data at C#OwnerPostAdj Data As well using api.data.CalculateWhat changes I need to make in above code . ?Regards,Nik
Hello, I need to extract all the UD1 Default values and am stuck on statements 3 and 4 in the example below. Example using cost center 1100: Dim strUD1Member As String = "1100" 1-Dim UD1Member As Member = BRApi.Finance.Members.GetMember(si, dimtypeId.UD1, strUD1Member)2-Dim UD1MemberInfo As MemberInfo = BRApi.Finance.Members.GetMemberInfo(si, DimTypeid.UD1, UD1Member.Name, True) 3-Dim UD1Properties As UDVMProperties = UD1MemberInfo.GetUDProperties() ? 4- ? I appreciate any help you can give me. Thanks!
My client has member property Text1 in UD1 as a second description or alias, he wants to display Text1 instead of name or description. I tried with CV Function "u1#top.descendants.where(Text1 <> '')", but It is not working because keep appearing name or description. Any recommendation with function CV or XFBR please? Thanks.
I have a forecast scenario S#AugFcst_7_5 with the following properties:WF Time = 2023M7WF start time = 2023M1WF end time = 2024M12# no input periods = 7I have a Finance business rule function that is being initiated using a dashboard button in the workflow. The dashboard button calls DM Sequence/step where data units are defined as WFScenario and T#root.WFTimePeriods, business rule = FPA, function name = ttmaverageIn the function (ttmaverage) I am limiting the calculation to only the base periods of 2024 and I want it to calculate V#Periodic by looking at S#Actual, V#Trailing12MonthAvg, T#2023M6I receive the following error when executing it:I believe the error is because I want it to calculate off S#Actual, T#2023M6, V#Trailing12MonthAvg and that includes time periods that fall outside the range of my WF scenario AugFcst_7_5.I tested this by changing the formula to look at S#Actual, T#2023M6, V#Trailing6MonthAvg and the calculation works but obviously does not give me what I nee
Hello, I am wondering if anyone would be will to help me with a business rule for our people planning. I am not sure how to read these, but I am trying to determine where in the rule it's telling which periods to calculate. For some reason it's not calculating all the periods. If anyone could help, please send me a message and let me know if you could point me in the right direction.
Hi - I am trying to execute the below code but it is not taking the prior month actual data. Could you please let me know what am doing wrong? It is copying only the current month. Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(V#YTD:F#EndBalInput:S#Actual:T#2026M11,[A#[BalanceSheet].Base],[U1#[Total_CostCenter].Base])") srcdataBuffer.LogDataBuffer(api, "Results",10) Dim Acct As String = String.Empty Dim UD1 As String = String.Empty Dim UD2 As String = String.Empty Dim UD3 As String = String.Empty Dim UD4 As String = String.Empty Dim UD5 As String = String.Empty Dim UD6 As String = String.Empty Dim UD7 As String = String.Empty Dim UD8 As String = String.Empty Dim f As String = String.Empty Dim Inc As String = String.Empty Dim Org As String = String.Empty Dim ResultDb As New DataBuffer For Each Cell As DataBufferCell In SrcDataBuffer.DataBuf
Hi All, I need some assistance in printing the to dimensionally get the parent name of the Child member. Code populating the base member into the table is completed without any error. Can someone please help. Thanks
Hey, I am working on rule to allocate cost to product. It worked when one side of buffer is unbalanced but I do have both. Here is the example. Not sure how can we do? My rate are by Product and NO COP while Cost is by Country of production, by account, by function. I want to store cost where we Cost are and allocate to product.
Hi, is there an BrApi command that returns the Application Currencies, ideally as a list of strings? I would like to use the output, i.e. the list of currencies, in an Extender business rule, where I need to loop through them. Thank you
We are using an Extensibility Rule to import data from a database using a Stored Procedure (SP) within a do...while loop that modifies the SP parameters. The current implementation works as expected, but our customer has requested us to modify the Business Rule so it executes the SP with all the loop combinations, even if an error occurs during a single SP execution. I attempted to implement this using nested Try...Catch blocks, so the error in the inner block does not get to the outer one. Unfortunately, it did not resolve the issue with this code structure: Try (previous code, including do) Try BRApi.Database.ExecuteSql(...) Catch ex As Exception log.AppendLine(...) End Try (more code, including while) Catch (general error handling) End Try The BR still terminates when an SP error occurs: am I missing something? is there a way to prevent the BR to stop when an error occurs? Regards,
I have an Assembly which is compiling without errors. The Assembly type is DashboardStringFunction. I called the assembly from DM step in the Time Filter: XFBR(Worspace.PS_Allocation_Rules.PS_Allocation.PS_XFBR_Allocation, MultiSelectTime, Allocation_MonthsToCopy=[|!Allocation_MonthsToCopy!|]) When I execute the step, I am getting below error: Error processing Data Management Step 'Allocations_AllAccountBkt_Step'. Invalid parameter. Time Filter, #ERROR: XFBR[Worspace.PS_Allocation_Rules.PS_Allocation.PS_XFBR_Allocation, MultiSelectTime, Allocation_MonthsToCopy=[2023]]. I am calling the function as per the reference material: XFBR(Workspace.WorkspaceName.AssemblyName.FileName, FunctionName) Appreciate your inputs
So this seems like it should be easy, and still may be, but it has me stumpt. If I know the name of a cube, say "Houston" from Golftream, how can I determine within a business rule what Attribute and Value dimensions that cube has active for its various scenario types? So in this example, for the Actual sceanrio type, Houston only has Attribute1 active with an alias of "InvoiceNo". I can not figure out where to find this information. I looked at both the Cube and CubeInfo classes but nothing jumps out at me. It seems like CubeInfo has everything else but this information so maybe it is there but just not sure what property is is buried in. Has anyone had to get this information for a business rule before?
Hi Everyone. I want to perform a subtraction of columns 1 and 2, I did it with the code below, but I see that it affects my performance too much, so I would like to know what other option I can do to do something like this without affecting the performance too much, I added that it waits 600 seconds but it still takes too much time. GetDataCell(T#WFYear-|!PLN_ParamNextFcstYear!|):Name(test) (I am subtracting the current year's values from the next year's values.)
Hi Community,I am building a Business Rule which will pull data base level data for a specific parent under the Account dimension.I am using FdxExecuteDataUnit to pull data from the cube, but I am not able to add Parent.Base as Account filter in the parameter. It's seem like I am only able to put a member directly and not and .Base member in the filter. Dim sFilter As String = "Origin='Import' and Flow='EndBal_Input'"BRApi.Import.Data.FdxExecuteDataUnit(si, sCubeName, $"E#{sEntFilter},E#82,E#85", sCons, scenarioId, $"S#{sScenario}", $"T#{vPeriod}", sView, True, sFilter, 4, False) Thank
Hello, where can I find the definitions of the LogonStatus codes in the UserLogonActivity table? I checked the design document and didn't see them there. Thanks!
Hi Everyone. I have the following Databuffer, but what I want to do is to change the accounts to the following: A#TRAVEL.Base, ,A#OTHERINCEXP.Base,A#ADVERTEXP.Base, A#PRINTINGSUP.Base, A#REPMAINT.Base, A#DELIVEXP.Base, A#COMMUNEXP.Base, A#PROFEES.Base, A#PROFEESDSPMT.Base, A#OTHERCONT.Base, A#DEPAMOREXP.Base, A#RENTEXP.Base, A#UTILITIESEXP.Base, A#OTHOCCOST.Base Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(CB#[HLFPLN]:E#" & curEntity & ":S#[" & curScenario & "]:T#2024,[A#OCCUPANCYEXP.Base, A#CONTROLEXP.Base, A#OTHERINCEXP.Base],[U1#" & curDepartment & ".Base])") but at the end I want to remove some specific accounts, so I would like to know how to do this without the parents that have the .base, example: 612900 621105
Hi, I'm currently setting FxRates via BR using below snippet: objFxRatePk = new FxRatePkUsingNames(osFxRateType, osFxRateDate, sourceCurrency, targetCurrency); objFxRate = new FxRateUsingNames(objFxRatePk, decimal.Parse(rate), true, false); objFxRateList.Add(objFxRate); // <removed for brevity) BRApi.Finance.Data.SetFxRate(si, item); // <snip> BRApi.Finance.Data.LockFxRate(si, rateType, currentMonth); It works fine but when a new source currency is added, it doesn't show up in Application/FX Rates table. *** EDIT - realized I didn't phrase this very well *** Am I missing a step somewhere? Am I missing a step somewhere to automate this? Or is it not possible?
For context, we have a button on a dashboard that triggers a function held in the workspace assemblies (specifically as Dashboard Extender). That function starts a data management sequence. When the user presses the button OS just stops. You can't check status, you can't navigate anywhere else in the instance. The button remains depressed seizing hold of your instance until the DM sequence is complete. The issue is this sequence takes up to 30 minutes to complete. You can open a new instance and move on, but that is highly inconvenient. Is there a way to set it up in the assembly dashboard extender that the DM sequence runs as a background job, and the button doesn't need to stay active until complete? Thanks,
I can extract data by using SQL in the System and Application Tables, but I don't know how to extract the Data from the System Tab -> Logging -> Logon Activity, Task Activity or Error Log. If I choose right click and export, then I just get the current screen. Thanks in advance of any help / suggestions. Tom
I am trying to write a parser business rule to give the portion of a string that begins with US and the 6 characters after from a data source. For example, the imported line reads "mmmmmmmmmUSxxxxxxmmmmmmm" and I want to parse out USxxxxxx to which is mapped in the transformation rules. I also need it to be dynamic because the line will not always be in the same character place. It could also be "mmmmmUSxxxxxxmmm" or anywhere else within the text. I have tried using the rule below but it is not bringing back any values. The import is reflecting "blank." Dim sText As String = args.Value Dim result As String = "" If sText.Contains("US") Then result = sText.Substring(sText.IndexOf("US"),8) End If Return result
Hi, I am trying to achieve variance and change sign flip using UD8 member and based on account type however it is working for some accounts and not for all types of accounts. If someone handles the situation thru UD8 member, please share your experience or thoughts here. Thank you. Here is the quick code snipped what I am using. Dim acctType As String = api.Account.GetAccountType(api.Pov.Account.MemberId).NameIf api.cons.IsLocalCurrencyForEntity And acctType.XFEqualsIgnoreCase("Asset") Then api.data.Calculate("UD8#MonthlyVariance=RemoveZeros((U8#None:T#Pov-U8#None:T#PovPrior1))")Else If api.cons.IsLocalCurrencyForEntity And acctType.XFEqualsIgnoreCase("Liability") Then api.data.Calculate("UD8#MonthlyVariance=RemoveZeros((U8#None:T#Pov-U8#None:T#PovPrior1)*(-1))")End If
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