Rules

Rules TIP  - ONLY write / use Rules when necessary. OneStream projects should not be a contest to see who is better at writing complex rules. If you must write rules please remember: Unless specified, the calculation will run on Base Entities AND each Parent Entity. Use these lines almost always in your rules. For Base entities only use: If Not api.entity.HasChildren Then For Parent entities only use: If api.entity.HasChildren Then For ALL entities: api.Data.Calculate(“A#Account1 = A#Account2”) There are up to 6 calculation operations in the Consolidation process per Entity. Conditional statements can be added to formulas to limit which Consolidation calculation processes will do something for this formula. For Local currency only: If Api.Cons.IsLocalCurrencyforEntity Then For Translated currency only: If api.Cons.IsForeignCurrencyForEntity Then For Parent-Child Relationship levels

I have declared CurrYear and CurrMonth to retrive year and month respectively. Dim CurrTime As String = api.Pov.Time.NameDim CurrYear As Integer = TimeDimHelper.GetSubComponentsFromName(CurrTime).YearDim CurrMonth As Integer = TimeDimHelper.GetSubComponentNameFromName(currTime).Month can you help me to retrieve month in CurrMonth? 

Hi Guys,  I'm at a project where we use Data Cell Detail, we have created classifications and added 2 lines of test data. I can find the data via a data adapter Method query: But now i want to add it via a BRApi, i've found a post here but what ever I try i cannot get it to work. I have a cube view with 2 columns and the only difference is the UD8 member, so i first want to get the current data cell POV and set UD8 to None: Dim objMbrScrBldr = New MemberScriptBuilder() 'Apply current POV to memberscript and override UD8 api.Data.ApplyDataCellPkToMemberScriptBuilder(objMbrScrBldr, api.pov.GetDataCellPk(), True, True, True, True) objMbrScrBldr.SetUD8("None") Then I call the datacell containing the amount:  'Return the sum of the DataCells that contain the selected Classification Dim objDataCell As DataCellInfoUsingMemberScript = BRApi.Finance.Data.GetDataCellUsingMemberScript(si, api.Pov.cube.name, objMbrScrBldr.GetMemberScript()) and check if the data has DataCellDetail: I

api.Data.Calculate("A#FCTR:F#EndBalanceLoad:I#None:O#Import:V#YTD:U1#00000:U2#00:U3#GL:U4#0000:U5#00:U6#00:U7#None:U8#None = A#Assets:F#EndBalance:I#Top:O#Top:V#YTD:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#None:U8#None:C#Share - A#Liabilities:F#EndBalance:I#Top:O#Top:V#YTD:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#None:U8#None:C#Share - A#Equity:F#EndBalance:I#Top:O#Top:V#YTD:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#None:U8#None:C#Share") Error in formula: Error processing source script 'A#Assets:F#EndBalanceLoad:V#YTD:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:C#Share' or destination script 'A#FCTR:F#EndBalanceLoad:V#YTD:O#Import:I#None:U1#00000:U2#00:U3#GL:U4#0000:U5#00:U6#00'.Error processing data. The item was not found. Entity, Parent, -1.

I have the existing BR rule to export the region hierarchy which is working for last one year without any issues and I am trying to reuse the BR rule for country hierarchy export purpose. I copied & pasted the BR rules, and I am getting the error below while compling. Can you suggest what are all the possibilities to check these issues?   1) Error at line 313: Type 'SessionOptions' is not defined. 2) Error at line 315: 'Protocol' is not declared. It may be inaccessible due to its protection level. 3) Error at line 324: Type 'Session' is not defined. 4) Error at line 329: Type 'PGPLib' is not defined. 5) Error at line 338: Type 'TransferOptions' is not defined. 6) Error at line 339: Type 'TransferOperationResult' is not defined. 7) Error at line 340: 'TransferMode' is not declared. It may be inaccessible due to its protection level. 😎 Warning at line 18: Namespace or type specified in the Imports 'WinScp' doesn't contain any public member or cannot be found. Make sure the name

Hello, Is there a way to create a mapping rule for an account that looks at all entities but one?For example, A#123:E#*but E#456Thanks!

Hello every expert: I am not able to reference a different scenario member in custom calculation business rule. I tried the following api.Data.Calculate("S#Forecast=S#Actual","A#10100" ...........) in the finance business rule I created. When I run the rule through Data Management Step, I have to specify Scenario and I select Forecast, I got error S#Actual is not valid dimension member when I run the business rule through custom calculate step. I really appreciate any helps from you. Thanks in advance.

I would like to give my users the ability to launch the DM sequence from the workflow step. I have the dashboard with the button that passes the parameters to the DM package and launches the package. The last step in the DM sequence runs the Extensibility BR that completes the workflow step. Everything seems to work except that the workflow step window does not refresh after the sequence completion. The workflow step appears incomplete even though it is. The click on the "refresh Application" icon is required. Is there a way to address it? My Extensible BR is below:  

This is a doubt with the rest of the questions I have, and is that in the new workflow I created, when I hit complete worklfow there are two data management that are not executed (COPY_PLP_TO_PLN, PROCESS_PLP), which are below, but I try it in other workflows and it works correctly. Then I wanted to know how I can solve this in the new workflow, so that when I complete the workflow it also runs those data management as in the others.    

Is there any way I Can enter a +ve or -ve value based on the text property if a Flow member in a form. I think a Save Data Event Handler can, but I will throw an error if the only after the form is saved. What if the cell color will change (Just like in Excel) if the value enter on the form  should  +ve or -ve value based on the text property if a Flow member. is this achievable.   TIA, Nik

Hi Everyone. I wanted to know if there is a way to send emails that are made with parcel service automatically, for example, to send a certain number of days at a certain time, I would appreciate if you could help me to do something like that.  

I want to run a DM job from a dashboard (with the task popup showing progress, so no background running) and then when finished have the originating dashboard refresh after updating a parameter used in the dashboard.   If I call the DM job directly from the dashboard I am not sure how to return a task result that will update the parameter value in the dashboard.  I tried using a BR that called a DM job and then updated the parameter and refreshed the screen. However, when running it this way the popup did not appear and it just froze the screen, sort of negating the value of using the DM job.  Has anyone successfuly tried to do something like this before?

Hi all I like to check a manual data entry during save. Is this possible?  

I am trying out a complex expression in Time Data Source. The issue is the next: I have a Forecast scenario type with input frequency monthly and on the other hand I have a Long Term scenario type with input frequency yearly. Therefore, the colum time in the file is yearly, so I developed a complex expression where I can load depending on neither scenario type year 2024 or WFTime (forecast for this case) or scenario type year 2024 + M12 or WFTime + M12 (Long Term for this case). This is my complex expression (that is not working): Dim vYear As String = args.Value Dim scenId As Integer=api.CurrentDataClusterKey.ScenarioIDDim scenType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si,scenId) If scenType=ScenarioType.Forecast ThenReturn vYear + "M12"ElseReturn vYearEnd If I appreciate all your comments, Thank you.

Hi, This formula is working, but it's returning 100% for each Entity. Is there something I'm missing regarding Entity? Will this work in a member formula or only in a business rule? Dim entity As String = api.pov.entity.NameDim entityID As String = api.pov.entity.MemberIDDim OwnValue As Decimal = api.entity.percentOwnership(entityID) If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyforEntity())) Thenapi.Data.Calculate("A#NCI_IS:V#Periodic:F#EndBalLoad:O#None:I#None:U1#None:U2#None:U3#None:U4#None:U5#None:U6#None:U7#None:U8#None= "& _"RemoveZeros(A#Income_Loss_before_Noncontrolling_Interests:V#Periodic:C#Local:F#EndBalLoad:O#Top:I#Top:U1#Top:U2#Top:U3#None:U4#None:U5#None:U6#None:U7#Top:U8#None * ( ("& OwnValue &")))")End If

I am trying to get the journal post group in the workflow profile properties using JournalsEventHandler Business rule.  Does anyone have done this before? Is it possible to get the journal post group value from the Workflow Profile?

I am trying to call a database stored procedure from an extensibility rule.  The stored procedure returns an OUTPUT parameter, but I'm unsure how to reference that OUTPUT parameter, using the DBParamInfo object and ParameterDirection setting.  Can someone give guidance on the proper usage for OUTPUT. Stored-Procedure CREATE OR ALTER PROCEDURE [dbo].[TEST_OUTPUT_PARAM_PROC] ( @OUT_PARAM_VALUE VARCHAR(100) OUTPUT ) AS BEGIN --Do stuff that needs to be done here SELECT @OUT_PARAM_VALUE = 'Param from Procedure'; END GO Extensibility Rule 'definition DB Call To stored procedure Dim OutParamValue As String = "" Dim tsSQL_CallProcwithOutputParamter As String = "DECLARE RC INT EXECUTE RC = TEST_OUTPUT_PARAM_PROC @OUT_PARAM_VALUE OUTPUT" Dim parameters As New List(Of DbParamInfo) parameters.Add(New DbParamInfo("@OUT_PARAM_VALUE", OutParamValue,ParameterDirection.Output)) 'paramDirection: Using dbC

Hello OneStream Experts: I created an account called MyAcct to store calculation. I run the business rule in Data Management step and put Net Income to MyAcct. api.Data.Calculate("A#MyAcct = A#NETINC") After I run the business rule, the Calc Status in View dimension show CA for both NETINC and MyAcct. However, after I run right click the data cell to run consolidation or Calculation, the value in MyAcct got lost, the calc Status for NETINC became OK. I wonder why my calculated account lost the data value after I run consolidation. Thank you advance for any answers.

Hello OneStream experts: I created and account=MyAccount and put member formula. api.Data.Calculate("A#MyAccount = A#NETINC") I set AccountType=Dynamic Calc Formula Type=Formula Pass 1 I am able to compile the syntax and run the calculation successfully. But MyAccount account member showing no data from my quick view excel sheet. My NETINC account has data. I wonder why the calculation is not working. Thank you for any feedbacks. 

Hello - Does anyone used the AWS SDK (Dot Net) to download the file to the OS batch harvest folder? using SIC if so, could you please provide high level steps?   Any Help would be appreciated.

Hi, I am trying to create an account member formula where I have Account A divided by Account B, but the scenario in the denominator should be decided based on Text3 in the POV Scenario. E.g. A#10000:S#Actual / A#20000:"& SourceScenario &" SourceScenario = IF Pov.Time + 12  > Scenario Text 3, ThenSourceScenario = Forecast, ElseSourceScenario = Actual   This is how far Ive come but it is not working yet: 'Use FC as scenario if POV time is more than 12 months more than last seeded actual month in FC.If api.Pov.Scenario.Text(3) > api.Time.AddTimePeriods(12, True) ThenDenominatorScenario = ":S#FC_WIP"ElseDenominatorScenario = ":S#ActualL4LAtRealRate"End If

Hi, I am using the LoadCustomTableUsingExcel function to load an Excel file to an application table. The function seems to be working fine in most cases. However, I am having issue with tables having unique constraints. The table has Payroll, PeopleGroup and Amount columns. The unique constraint was added because users can also insert into the table using an SQL editor component, so we want to avoid them do be able to insert duplicated rows. When trying to load a row which already exist in the table using the LoadCustomTableUsingExcel  function I get the following error (example): “Column ‘Payroll, PeopleGroup' is constrained to be unique. Value 'Payroll_AE, PplGroup001' is already present.” This issue only appears when loading in Merge. Replace works fine. Normally (with table not having a unique constraint) it is not an issue loading rows that are already in the application table because the Merge tag in the Excel file make so that only new rows are added to the table while rows

I am trying to get the Journal Post Group from Workflow Profile Properties Using JournalsEventHandler Business rule. Does anyone have done this before? Is it possible to get the Journal Post Group from the Workflow Profile?  

I am trying to revamp the data integration between OneStream and Oracle Financial Cloud. The implementation partner used HttpWebRequest throughout the integration business rules but under platform 8.2 this functionality is now obsolete. Is there a working sample from OneStream on how to employ HttpClient with Oracle? 

Hello ... Under platform 8.2, we get warnings in business rules that reference function QueueDataMgmtSequence. Does anyone know what function should be utilized instead?  1) Warning at line 114: 'Public Overloads Function QueueDataMgmtSequence(si As SessionInfo, sequenceName As String, customSubstVars As Dictionary(Of String, String)) As TaskActivityItem' 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.'.