Rules

Anyway we can copy cell details (Amount, aggregation Weight, Classification and description from period 1 to Period 2 via business rule?  

Anyone has called and executed Excel function (Forecast.ETS) from within a business rule?

I am launching a business rule through a Data Management job for all the base entities of certain rollup, i.e, TopEntity.base. As expected, the code loops through all the base entities and executes the code. I want to log the POV passed in for troubleshooting purposes. When I log the message, it logs it for each iteration of the code. Is there a way to only log the message for the first iteration of the code to avoid logging multiple entries to the log? As a workaround, I have hard-coded a specific entity, but if I can avoid hard-coding that would be ideal. Below is the code snippet:#Region "Clear_Calculated_Data"If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("ClearCalculatedData") ThenDim sTime As String = api.Pov.Time.NameDim sScenario As String = api.Pov.Scenario.NameDim sEntity As String = api.Pov.Entity.Name 'Logging Info for Troubleshooting Purposes - Using Single Entity so message is not logged multiple timesIf sEntity = "Ent_005" Then Brapi.ErrorLog.LogMe

We are trying to do a multi-year planning application. One requirement is the ability to calculate out-months into the next year of the plan. One solution that would be very useful is the ability to run a custom calculation with a variable set of time periods.   "BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule" has an enumerated argument of CustomCalculationTimeType. One of the enumerations is "MemberFilter", but there is no indication or documentation regarding how to supply the member filter for Time periods to execute for.   Would anyone know how to implement this, or where I could find the details regarding its usage?   Thanks in advance for any information or leads.

Hi all except for the standard operators (+,-,*.....) are you aware of a complete list of operators that can be used in "api.Data.Calculate"? I have checked the official documentation with no success. In my case I would like to use the Absolute value in a formula that more or less shoud work in this way api.Data.Calculate("F#ABS_Element = ???AbsoluteValue???( F#ORIGINAL_ELEMENT)  )   Thanks in advance for the help   Marcello

Good Day I am new to OneStream so forgive me if this question and the answer should be known but I have created a SQL table with values and I would like to take those values and write them to a cubeview. I am using a business rule and was wondering how would I do this. I am aware I need to make a sql connection so my initial code is:Dim sql As New Text.StringBuildersql.AppendLine(" SELECT * From x_BatchControl")Using dbConnApp As DBConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si)Using dt As DataTable = BRAPi.Database.ExecuteSql(dbConnApp, sql.ToString, True)Looking for any help on this. Thanks Rehaan

Logging with OneStream is great but when we all use the Error Log at the same time, things can get messy very quickly. Moreover, logging in a file instead of the Error Log can be very convenient when logging kickouts.The initial setup can be a little involving but once you get a knack out of it, logging in a file is as easy as using the Error Log.In this post, I will show you how to do the initial setup and then how to log into a file instead of the Error Log only when there is an exception or every time.This rule and methodology is the result of the genius work of Matt Ha and I am very thankful he shared it with us.Initial SetupIn order to log into a file, you need to import a Public Business Rule, it will be called by the logger and it is available in this post (GS_GlobalHelper.xml).Side note, remember that in order to make a BR Public, you need to change the setting for ‘Contains Global Functions for Formulas’ to True.Setup of the BR to log into a fileIn order to call a Public funct

Hi all, is there a possibility to create a data source and give it a fixed file-name on an UNC path instead of having to select it in the user-interface? e.g. assume I get the file always put to \\fileserver\sharename\subfolder\filename.csv and want to directly load from there.If not, what would be the workaround?ThanksMarkus

Hi all, We're trying to pass below listed parameters to the table view: Case Is = SpreadsheetFunctionType.GetCustomSubstVarsInUse Dim paramList As New List (Of String) paramList.Add("ParamScenario") paramList.Add("prm_UD4_Select") Return paramList Case Is = SpreadsheetFunctionType.GetTableView Dim objDictionary As Dictionary(Of String,String) = args.CustSubstVarsAlreadyResolved Dim objDataSet As DataSet = BRApi.Dashboards.Process.GetAdoDataSetForAdapter(si, _ False, "da_Capital_Reports", "Getfullreport", objDictionary) Dim dts As New DataTable() dts = objDataSet.Tables(0) Dim tableview As New TableView() tableview.PopulateFromDataTable(dts,True,True) tableview.CanModifyData=True Return tableview Case Is = SpreadsheetFunctionType.SaveTableView   but the refresh sheet (via excel add-in) errors out as "Conversion from string "tu" to type 'Integer' is not valid.Input s

Hello,Is there anyway to review the code behind a Method Query. In my example I am executing the "CertificationForWorkFlow" method query for many months and many scenarios, appending the resultant datatables and then performing a LINQ query to join the appended tables. After I am returning them to a grid object in a dashboard. Unfortunately I reach an upper limit when I ask for too many scenarios and quarters of time. Therefore I am interested in reviewing the code underlying the Method Query and modifying it in an effort to 1) not reinvent the wheel since the current Method Query returns to tables the data I want 2) see if a modifcation would perform better than looping through scenarios/time, appending the datatable records and then performing the join through LINQ. Thanks, Steve

I have run into an issue with intercompany eliminations not performing as expected in a Periodic type scenario and believe I need to create a custom elimination rule to resolve, as suggested in the Design and Reference Guide. In the actual scenario (YTD), a balance sheet account is eliminating to the income statement without issue. In the planning scenario (Periodic), the balance sheet elimination amount appears in periods where the balance sheet account has no data. Below I've identified an excerpt from the design and reference guide referencing this type of issue. Can you assist with a sample code snippet for a custom elimination for this type of scenario?"If a Consolidation View is Periodic and no data is loaded to the IC accounts for a specific month, custom elimination rules are required in the FinanceFunctionType.ConsolidateElimination section of a business rule attached to the cube to calculate expected elimination results. This requires storaging the C#Share member, which impac

Hi,I am running a BR extender that starts a DM sequence with many steps. I can not find a way to update the %Completion. Those steps are all running a BR.Anyone knows how to do that?Thanks 

What is the purpose of timeMemFilter, entityMemFilter and scenarioMemFilter parameters for the below function as these will be defined in the cube view? Is there a way to extract aggregated members as a table for the Account and all the UD1 to UD8 dims. Cube views have a limitation of 4 dims on the rows. This is required for an auto feed using OS REST api calls for an external system. We can export base data, dim structures using api calls and perform the aggregations in the external system but wanted to explore the option of aggregated data exports.   BRApi.Import.Data.FdxExecuteCubeView( si, cubeViewName, entityDimName, entityMemFilter, scenarioDimName, scenarioMemFilter, timeMemFilter, nvbParams, includeCellTextCols, useStandardFactTableFields, filter, parallelQueryCount, logStatistics )  

Hi all, I am creating a Reporting UD8 node that provides an on-the-fly calculation of the consolidated data at Budget Rates.It is working (mostly), except for one aspect that relates to the pulling of the percent consolidation data for the base nodes of a higher level parent. In this case,  the percent consolidation for that node is not being picked up correctly. Here is the approach I have taken within the script and the steps to test / resolve. The scripting takes a simple approach of picking the Entity node queried and then pulling the appropriate level of base data, so cycling through all Entity base nodes of a given parent, pulling the PCON, Ex Rate and data point from Actuals in the local layer, and multiplying them together, then cycling through to the next base node.In terms of issue, the issue seems to be if i pick a parent that has one or two layers of parent / children beneath it, it fails to retrieve the correct  PCON information. What the formula does ( a li

A1=100,A2=200 -> Both are Revenue account type and doesnt have any formula.D1=A1+A2 ->Account type and Formula type -> Both are dynamicCalcD2->Account type and Formula type -> Both are dynamicCalcWill the below formula works?D2=D1+100

Hi Everyone!.I have the problem that a button is applying processes to a closed Forecast, for example, the open forecast is for June, but a user could select March or April and reapply those processes to those months that are supposed to be locked. In my case, it applies those processes even when the selected Forecast is closed, so it would help me if you could show me a way to validate it in the BR so that that process does not run (By process, I also refer to Data Management or a Business Rule).

Hi,I've created a tree view component using a business rule which works as expected. The part I'm struggling with is to make it so that it automatically scrolls to the selected tree view item when the dashboard opens like it does when selecting a new workflow view. Does anybody know how to do this?

I'm making updates to some BRs that predate any of the current employees and when validating the rules I get warnings that I'd like to resolve. Specifically, these: 'Public Shared Overloads Function CreateSubstVarSourceInfo(dbConnFW As DbConnInfo, dbConnAppOrFW As DbConnInfo) As SubstVarSourceInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. 'Public Overloads Function GetBusinessRules(si As SessionInfo, brType As BusinessRuleType) As List(Of BusinessRuleSummaryInfo)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. Public Overloads Sub DeleteBusinessRule(si As SessionInfo, brType As BusinessRuleType, brName As String)' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibil

Hi all, I need to call this parameter to get the results in a member List of a BR:In this case, I would need to get a list with the values 6620 and 7610 in a Business rule of type spreadsheetPlease, could you help me with any function to call this parameter and get this values?Thank you so much in advance! 

Dear community, I'm using some confirmation rules but the output is not what I'm expecting. I'm using a very simple check to see if assets and liabilities are balanced, however it's not running on the expected entities. I have set the Calculation definition for 3 entities which are the parents of the entities managed in the workflow profile. These parents are actually linked to a "parent input" profile type, but all of their children are related to this workflow profile. I have then a confirmation rule that is looking for the assets & liabilities : args.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell( _ "A#00068:C#Local:F#F0999:I#Top:C#EUR:V#YTD:O#BeforeAdj - A#00084:C#Local:F#F0999:I#Top:C#EUR:V#YTD:O#BeforeAdj" _ ).Cellamount If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) = 0 Then Return True Else Return False End If    However when I run these confirmations as a user, I invariably get the output related to the POV entity

Hi All,I want to copy Data seed from one scenario to another scenario.(example current year actual to Prior year actual Scenario with different rate.can anyone help on this

We are still in the development stage of our OneStream implementation.  We are currently running 7.4.  When v8.0 came out, I started doing some research on .NET6 (and 7).  It appears that Microsoft is more focused on CSharp than they are on Visual Basic.  I believe, eventually, Visual Basic will be deprecated.  With this in mind, and since we are still in development, I was thinking about converting our VB business rules to CSharp and using that language going forward.I would like the feedback of the OneStream Community before I take this project on. Thank you.

Hi everyone! I have two entity hierarchies, one in currency EUR, and one in USD. I need to create a cube view to retrieve the FX rates based on the parent’s currency. I’ve created an account, for example ClosingRate, as a DynamicCalc. I am using this formula to retrieve the rate: api.FxRates.GetCalculatedFxRate(rateType, cubeId, timeId, sourceCurrId, destCurrId)   For the destination currency, it’s straightforward: Dim destCurrId As Integer = api.Pov.Cons.MemberPk.MemberId But I am unsure how to set the source currency as variable, I usually either set it to EUR, or USD. Dim sourceCurrId As Integer = Currency.EUR.Id Is there a way to get a parent’s currency? Or, I had another idea. To create a Text1 property at the level of each entity base member, to specify the Parent’s currency. I can retrieve it in the script as a string, but after that I don’t know how to get the Id. Appreciate your help! Thank you!

hi,Two account A and B needs to be subtracted in the source applicaiton and assigned to the third account on destination application  in the transformation rule for App2App copy process . Below is my Composite but its throwing error for one-one transformaton mapping.  TR Composite Rule:Validaiton error:  

Hi guyswe frequently work with data buffer (or sometimes even with setcell) and there's a problem for which I coudn't find a solution. E.g. we have an allocation setting the values to certain intersections in the target data buffer. If among all cells to write some of them are invalid intersection (not within the constraints of the account for one or more Flow/Ud element), there's no error and they are simply not written. From here: is there a function to test an intersection and check whether it's valid or not? Is there a function to do that for the whole databuffer without loops and get the list of invalid records?Even worse, sometimes the target members don't exist and we just get an error. But I need to log the data buffer and investigate each single row to identify where the problem is. Is there a function or a best practice to get a log with the rows in error in case the target members don't exist?We found this function(s) api.Account.IsFlowICOrUDMemberWithinConstraintM