Rules

Hi All - I have the below rule, which calculating 30% on NI and Copying it to the InvestmentinSub account from one entity to another. The rule is executing without any issues, but data is not copying to the target entity. Any Help would be appreciated.  I was able to see the correct value in the log Buffer, but the data is not writing to the DB.     Select Case api.FunctionType Case Is = FinanceFunctionType.Calculate 'api.Data.Calculate("A#Profit = A#Sales - A#Costs") Dim resultDataBuffer As DataBuffer = New DataBuffer() 'Data will be written to the Destination. Dim destinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("") 'Consol Member Dim parentCurrencyName As String = "Local" 'Source Data POV Dim sourcePOV As String = "V#YTD:C#" & parentCurrencyName & ":F#EndBalInput:O#Top:U1#No_CostCenter:U2#10:U3#No_Projects:U5#OracleDataLoad:U8#No_UD8" 'Filter for BalanceSheet Accounts which has text1 as Investments. Dim filter

Hi everyone,   I'm having issues when launching the consolidation process after loading data on the cube. Below you can see the calculation that is triggered when the consolidation process is launched:   api.Data.ClearCalculatedData(True, False, False,"A#2A900A01","F#CHI","I#None") api.Data.Calculate("A#2A900A01:U1#None:U3#None:U5#None:I#None:F#CHI=A#3ABCDEF0:U1#TotProduct:U3#TotMarket:U5#TotCostCenter:I#Top:F#None") The 3ABCDEF0 account is the top node of the PL account hierarchy, and the intersection is correctly populated. The 2A900A01 is the balance sheet account that should be populated as a result of the consolidation process, nevertheless it doesn't get populated. I have already verified the intersections, and they are correct. Does anyone have any suggestion on why the 2A900A01 account does not get populated? I know the question is a bit vague but I'm really struggling to understand what the issue might be Thanks in advance for any help!

I am trying to post an adjustment to OwnerPostAdj member using FinanceFunctionType.Calcture function, is it possible to do that. If so could you please share some reference or if there are any cube level setting that I need to make. Currently I am getting the following error, even if I specify the OwnerPostAdj as a part of my data unit, but same works fine for Local member: 

Hello All, Anyone knows how we can achieve Consolidation- NCI, Equity pick up, GW calculation in OneStream?

Hello, I'm trying to get all the stored items of Entity relationship properties, but w/o success. Any idea what I'm doing wrong? Dim oVMProperties As New VaryingMemberProperties(DimType.Entity.Id, iChild, iParent) Dim oVMPropertiesStoredItemsList As List(Of VaryingMemberPropertyItem) = oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.GetStoredPropertyItems() I'm expecting the list (row #2) for some use cases (relationships) should return > 0, and it seems to be always 0: {sChild} under {sParent}: {oVMPropertiesStoredItemsList.Count} | {oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.GetNumStoredPropertyItems()} | {oVMProperties.GetEntityRelationshipProperties().PercentConsolidation.HasStoredPropertyItems()} None under Root: 0 | 0 | False CONSOLID under Root: 0 | 0 | False INACTIVE under Root: 0 | 0 | False Global under Root: 0 | 0 | False TOTAL_LE under CONSOLID: 0 | 0 | False

I'm struggling to understand how exactly to calculate what I need, a confirmation of direction and a little guidance would be great!  I need to calculate an account value (Factored account)  from a Driver account * a Percent account.  The Driver account data contains many different dimension attributes (product, region, customer, etc).  The percent account is at the 'None' member of those different dimensions.  The calculated Factor accounts need to be at the same level (members) as the Driver account.  I'm sure (i think, lol) I need to use the data.calculate, but I'm struggling on the syntax of the function to calculate using data at 2 different account POVs, and the results residing at the same level as the Driver account.  Whether I'll need to create data buffers and manipulate / save or simple filters within the data.calculate.  I do have multiple Drivers for some Factored account (i.e F1 = (D1*Pct) + (D2*Pct) + (D3*Pct)), and multiple Factor

Using the below rule it seems my derived Zeros are being copied as real data zeros as a result of my Forecast Seeding data calculate.  This is causing a problem with my "isrealdata" check in my override rules.  I can do a work around on my Actual data by copying the already calced amounts and then suppress the calc rules, but then if the users have forecasted override changes they won't work.  I guess my question is can you use a Data Calculate that will result in derived zeroes for the copied Actual periods? Case "FC_Sep" Select Case curMonth Case "M1","M2","M3","M4","M5","M6","M7","M8" api.Data.Calculate("S#" & curScenario & ":O#Import:V#Periodic = S#" & actScenario & ":V#Periodic", "A#Balance.Base",,,,,,,"U4#Top_Srce.Base.Remove(Calc)",) api.Data.Calculate("S#" & curScenario & ":O#Import:V#Periodic = S#" & actScenario & ":V#Periodic", "A#Nat_Net_Ctrl_Income.Base, A#S_Dozens, A#S_NCIpct",,,,,,,"U4#Top_Srce.Base.Remove(Cal

Hi Experts,I have to eliminate Equity and write elimination portion to NCI account. as part of this firstly i am testing with one of the equity accounts i.e "Sharecapital". For this i have written a rule as below and when i execute no errors as well no results. i do not see any reversal entry in C#Elimination.O#Elimination of source buffer value.Kindly evaluate and help me if i am missing anything in the rule. even i do not see any record in the source buffer log. but there are records at C#Share for A#Sharecapital account. Rule >>>>Case Is = FinanceFunctionType.ConsolidateShareDim entity As String = api.pov.entity.NameDim entityID As String = api.pov.entity.MemberIDDim Pown As Decimal = api.entity.percentOwnership(entityID)Dim Pcon As Decimal = api.entity.PercentConsolidation(entityID)Dim pmin As Decimal = Pcon-PownDim vMethod As OwnershipType = api.Entity.OwnershipType(entityID)If Pown > 50.0 And Pown < 100.0 AndAlso vMethod.ToString = "FullConsolidation"

Hi Team,I am wondering is that posible to export Error Logs or Task Activity with business rule? I know we can extract data from cubes or dimensions using BRApi methods, but is there a similar approach that allows us to export Error Logs or Task Activity? If so, what methods or steps are needed to achieve this?

When loading data, all of our accounts from source match the names of the account in OneStream so we've always used a *:* rule for the account maps. However, we have a new dataset coming in and we need to flip the sign for those accounts that are of account type Revenue in OneStream: not assets or anything else, just revenue. I have working code that will conditionally do something if it's a revenue account else pass through... but I don't know what that something should be to flip the sign. Other people have posted questions about how to do a sign flip in a complex expression but there are no answers. I definitely do not want to maintain a manual list of 1,500 1:1 rules that do nothing but flip the sign. The complex expression feels like the only scalable solution but this detail is missing.

I'm curious about these four finance function types and whether anyone has worked on them: CalcDrillDownMemberFormula ConfirmationRule DynamicCalcAccount ReadSourceDataRecords If someone has worked on these, how do we call and use them? Any insights?

Does anyone know how to write a formula that calculates an average based on the POV's number of days? Thanks

Hi Team,I need to parameterize my Cubeview where I need to sum two flow member data and show it in my Cubeview , For which i need to write a rule in that rule I have to create a temporary variable member (Total) which doesn't exist in our flow hierarchy which will contain sum of our flow member (RFX_Input + UFX_Input) data, and this Total variable member we have to parameterize and so that when Cubeview runs it'll show me the total value of (RFX_input + UFX_input) into my Cubeview. Please help me to guide how to write this rule logic. We have tried creating it as a parameter with getcelldata but the cubeview does not render and timesout.  

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 - I need to get the most recent Property change on our UD1's. I'm assuming I need to get the AuditTime from the AuditMemberProperty table.  Would I use this function? If so, how do I find the textPropertyIndex value?  BRApi.Finance.UD.Text(si, dimTypeId, memberId, textPropertyIndex, varyByScenarioTypeId, varyByTimeId)  Your help is much appreciated!  Thank you!  

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

Hi Community Is there any way that we can do to display currencies based on our entity through extensibility rules

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