Rules

Can anyone share brapi command to fetch the Workflow's Hierarchy Level in the Business Rule?    

I have a data adapter that calls a BR that calls one of the IC methods (I thinned it down here) but what I run the data adapter I get the error that the datatable already belongs to another dataset.  Any help on what that means and how to resolve? Public Shared Function IntercompanyReportBudget(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardDataSetArgs) As DataTableDim Threshold As Integer = args.NameValuePairs.XFGetValue("Threshold")Dim dtInterCoBud As New DataTableUsing dbConnApp As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si)Dim interCoMethodQuery As String = "{|WFProfile|}{|WFScenario|}{|WFTime|}{}{C#USD}{V#YTD}{}{" & Threshold & "}{}{}{}{}"dtInterCoBud = BRApi.Database.ExecuteMethodCommand(dbConnApp, XFCommandMethodTypeId.ICMatchingForWorkflowUnitMultiPlug, interCoMethodQuery, "ICBud", Nothing).Tables(0) End UsingReturn dtInterCoBudEnd Function

HI All,  I'm running into an issue when running a Finance Business Rule, essentially this rule creates a data buffer and loops through where U8 member is not 0. From here we have a SQL statement where we're inserting these dimensions and the Business Unit which is derived from the Workflow Text field. Whenever a end user presses the button it should trigger this DM job and Business Rule to delete an existing records for this BU in the table and then add all the records again.  The issue is however that in this case that we're expecting to see 112 records but only seeing around 40. I wrote to the error log and see all the row records of 112, however when inserting into the table we only get around 40, sometimes even less. From what I compared looking at all 112 records vs the 40 in the table, I noticed that from the error most of the records that are the looping through last are being added to the table, but only a few from the beginning. It's almost as if these records are be

Dear Community, For an allocation purpose, I would like to load data currently stored in a data table, into a cube. But to speed up the process, I would like to ignore Validation and Transformation steps. Is there a way to do so ? Regards,

Hi all Can I copy a journal using a business rule? Cheers

I want to round the values for the Revenue account for all UD2 members to whole numbers. Do I have to get the values, round them and write the value, or is there a simpler method?

Dear Team, Does anyone know what's the updated version of function SetCultureInfoForUserToThread? I thought that like with other functions I just can see it's new version using intellisense, however nothing appears here. Many thanks!  

Hi there!I have a Workspace called WK1I have a Dashboard called DB1I have a Component called "George" (coz, why not?)How can I programmatically add George to the DB1 dashboard in WK1 workspace?Note that i already have other components assigned to this DB1.Thanks

Hi team! I'm utilizing the "process cube" function within a JournalsEventHandler. However, whenever the event occurs after the journal is unposted, the process cube fails to execute; it gets stuck and never completes. if the event occurs after the journal is posted, it functions correctly. Not sure what is causing it. here is the piece of code: Else If (args.IsBeforeEvent = False) And _ (args.OperationName.Equals(BREventOperationType.Journals.PostJournal) Or _ args.OperationName.Equals(BREventOperationType.Journals.UnpostJournal)) BRApi.DataQuality.Process.ExecuteProcessCube(si, _ BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, _ EntityWFName, WFScenario, WFTime), _ StepClassificationTypes.ProcessCube, _ False) End If Thanks.  

The Function in my rule : Brapi.Utilities.ExecuteDatamanagementSequence run the sequence in Background and allows me to do further operation in BR even before the step is complete.Is this the expected behavior?How do we avoid this. To run further operation until the complete sequence is complete?  

Hi team, We are encountering an error when running a button that involves a Data Management (DM) step to a Business Rule (BR). The error message is as follows: "Summary: Error processing Data Management Step 'SAVE_DRIVERS'. Unable to execute Business Rule 'PLP_HLFPLPCopyAdminDriver'. Error processing script 'S#[Forecast 2024M4]:O#Forms:A#SalaryWorkdays= S#ForecastInput:O#Forms:A#SalaryWorkdays'." This process is run on a monthly basis, and this is the first time we have encountered this error. We have also tested it in our test environment during the same period and did not encounter any errors. We are unsure of what may be causing this issue and would appreciate any assistance in resolving it.This is the BR: Imports System Imports System.Data Imports System.Data.Common Imports System.IO Imports System.Collections.Generic Imports System.Globalization Imports System.Linq Imports Microsoft.VisualBasic Imports System.Windows.Forms Imports OneStream.Shared.Common Imports OneStream.Shared.W

We use Standard (Calc On The Fly Share and Hierarchy Elimination).  What type of Rule should we leverage to reclass balances from one account to another during consolidation. For illustration purposes, the below is what we are looking at:  

Code: Dim TimeName As String = "2023M1" Dim dt_NIk As DataTable = BRApi.Import.Data.FdxExecuteDataUnit(si,"Consol", "E#KY00_Total.Base","OwnerPostAdj",Brapi.Finance.Scenario.GetScenarioType(si,si.WorkflowClusterPk.ScenarioKey).Id,"S#Actual_Hist","T#" & TimeName,"YTD",True,"Flow = 'EndBalanceLoad'",10,False) Error: Error processing data. The item was not found. Entity, Parent, -1.Is there any alternate way to retrieve Data. It works on USD, Local

Api.Data.Calculate(“A#28100=A#69000”) What is wrong with writing a calculation like this? Tips. A#28100 might contain thousands of cells. Calculation MAY work but will damage performance. Defining more dimensions reduces the number of cells that need to be processed. A#28100 = 10 Flow x 1 IC(None) x 3 Origin x 10 UD1 x 20 UD2 x UD3 x UD4 etc Defining more Dimensions reduces the number of cells OneStream has to process. Write the rule as follows: To learn more see GES - Level 2: Financial Model Rules Course Level2-Rules.pdf (hubspotusercontent30.net)    

Hi, I have a Spreadsheet BR that creates a tableview and I want a certain dashboard extender function to be triggered when they submit the data from the tableview(spreadsheet) I think this is the way to go but probably because of the namespace, I cannot do this definition. See the screenshot at the bottom. _______________________ Any help is appreciated            

Hi! I have a business rule which allocates all PL accounts from a group of entities in one segment to other segments. However, I would like to exclude accounts that are IC from the allocation. I have classified the accounts that I would like to exclude with the text "ICElim" in box "Text 8", under "Vary by scenario type & time" in Member Properties, in the account dimension. So, in the following code string, I would like to exclude those accounts. Do you have any suggestions on how to change the code string below so that it excludes these accounts instead of picking all PL accounts?   Dim bIsPL As Boolean = api.Members.IsBase(api.Pov.AccountDim.DimPk, api.Members.GetMemberId(dimtype.Account.id, "PL"), cell.DataBufferCellPk.AccountId)

Hi, I'm trying to retrieve the value of the field "Text - Text 8" for an account dimension member. What formula should I use to get this value? Thank you in advance!

hello, good day; I created a new finance rule calculating the cash flow accounts using as source the balance sheet accounts, the hierarchy is not part of the balance sheet, it's at the same level; when I consolidate or translate the cash flow accounts, the amounts were deleted; but not for Balance accounts. Do I miss something in the finance calc for the data will be durable or something like that? thanks in advence and Best Regards.

Hi - has anyone tried to replicate excel Goal Seek function in Onestream. We have a bonus model calculation in excel which uses excel goal seek and circular reference with iterations options in Excel. We want to replicate it in Onestream. Has anyone done similar excercise.

Hi Everyone. Is there a way to prevent the insertion of duplicate information using that function? Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult() selectionChangedTaskResult.ShowMessageBox = True Try Dim loadResults As New List(Of TableRangeContent) Dim fileInfo As XFFileEx = BRApi.FileSystem.GetFile(si, FileSystemLocation.ApplicationDatabase, strFilePath, True, False, False, SharedConstants.Unknown, Nothing, True) If strFilePath.XFContainsIgnoreCase("xlsx") Then loadResults = BRApi.Utilities.LoadCustomTableUsingExcel(si, SourceDataOriginTypes.FromFileUpload, "Temp.xlsx", fileInfo.XFFile.ContentFileBytes) selectionChangedTaskResult.Message = "File [" & strFilePath & "] Loaded" selectionChangedTaskResult.IsOK = True Else selectionChangedTaskResult.Message = "File [" & strFilePath & "] NOT Loaded" selectionChangedTaskResult.IsOK = False End If 'Delete the temp file If boolDeleteTemp

Howdy, Background: I have a data management job that runs a Business Rule. I have created a dashboard with a button that can trigger this data management step.  Problem: As an Administrator I can run the data management job, or I can click the dashboard button. As a user when attempting to use the button the following error happens: "Summary: Error processing Data Management Step 'xxx'. Unable to execute Business Rule 'yyy'. Object reference not set to an instance of an object." I have read that this is really just a catch all error.  I think I have narrowed the problem down and believe it is because the users do not have permissions on the BatchHarvest Folder (which is referenced in the job).  So, one question I have is: can a Data Managment job be triggered to run "as an admin" that I could assign to the button?

Morning All, I'm working on a new solution to avoid having many, many separate confirmation rules with their own code which is almost identical in each case, and instead move to using a public function so that the similar code is recycled. Seems like a sensible idea! I've got a basic prototype roughly working. So I've created a public function in Finance Business Rules which I am then calling from inside the confirmation rule code. ie. the first code snippet is the public function and the second code snippet is the confirmation rule code calling it. So far, so good and I've proved that the public function is indeed running when I run the confirmation rule (the error log message appears as expected) so I'm pleased so far! What I now want to do is pass in some parameters from each confirmation rule, ie. the only thing that will be different in most cases is which accounts are being checked. So here is where I'm stuck. Within the code that calls the public function I want to be able to pu

Hello, The client has a calculation for the planning process where I used the prior period values in the calculation for current month values. Here is the data buffer I created: Dim OpCostsDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(RemoveZeros(F#Top:O#Top:T#POVPrior1:I#Top:U5#None:U6#None:U7#Top:U8#Top),A#Op_Costs.Base,U1#Top.Base, U2#Top.Base) Then, the client had another idea to accommodate where if the calculation is for first month (M1) take a 3-month average and then for the calculation of the subsequent months (M2 – M12) revert to the original logic of trending on prior month – POVPrior1. I added this logic, where I included an IF statement: Dim OpCostsDataBuffer As DataBuffer = New DataBuffer ()If POVPERIODNUM = 1 Then       OpCostsDataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(RemoveZeros(F#Top:O#Top:T#" & Year1 & "Q4" &":I#Top:U5#None:U6#None:U7#Top:U8#Top),A#Op_Costs.Base,U1#Top.Base, U2#Top.Bas

Hi Community, We have a cubeview that pulls more than 40k records when run for a period in a dashboard. It runs base level for couple of UDs that have ~30k members and 200 members. It renders fairly quickly on dashboard although with paging, but when for exporting the output and running using FDX via DM job (through BR) its taking a lot of time to run. I thought time it takes to run a CV manually should be same when called via Business Rule. Please let me know how can I match the cube view performance when run manually to when I call in a Business Rule. I checked and matched the sparse rows settings both in rows and columns among other checks to match but cannot figure out why it runs slower when i run through business rule.

I'm trying to write a business rule creating a KPI which returns the value of an account for same period previous year. I already have a working business rule creating a KPI which returns the value of the current period which has the following formula:  Return api.Data.GetDataCell("A#38999:T#" & api.Pov.Time.Name &"").CellAmount Where 38999 is the account number for which I want to get values. What formula should I use to, instead of the current period, get the current period but for the same period previous year? Many thanks in advance!