Rules

Hello Everyone, I’m not sure if I’m not understanding or just approaching the code wrong.  We’ve been on OneStream for about two years and myself and my co-admin are not extensive in our code knowledge.  We can generally copy/tweak what the implementation partners build, or searching the forums here, but I’d put us as basic or being generous intermediate level. We have a workflow that loads to the actual scenario and has some workflow steps at the end that are for a variance scenario where the users enter commentary balances. The Variance scenario steps auto lock when certified and I want a business rule to unlock the variance steps if the Actual Import_Ledger step is re-run. I have code in the TransformationEventHandler rule that accomplishes this for me, but when users are running the import it gives the error of user has not been granted access to application role “UnlockWorkflowUnit” I thought (possibly erroneously) that by using a business rule the system would allow unl

Hi, Is there a way to perform a force consolidate in a BR? since running a datamgmtsequence isn't working properly for me. Example: Select Case api.FunctionType Case Is = FinanceFunctionType.CustomCalculate 'If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Test") Then 'api.Data.Calculate("A#Profit = A#Sales - A#Costs") 'End If brapi.utilities.ExecuteDataMgmtSequence(si, "PLN_Consolidate_AnyScenario", Nothing) End Select And with this, the consolidation doesn't run; I'm not sure if I'm missing sending information or something like that.

May I have an example of how to use "DynamicCalcTextInput" Formula Type? I cannot find the place to put text annotation without using data cell annotation.   

Hi all,  I am facing an issue regarding my ability to reference global objects between two different business rules, one of which is a finance business rule and the other of which is a connector business rule. To be more specific, the flow goes like this:  First, I execute the finance business rule function that generates my global object, which is a DataTable, from a connector business rule:  BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si, "Utilities", "GetDataTable", povInfo, CustomCalculateTimeType.MemberFilter) Then, in the GetDataTable function of the Utilities finance business rule, I create a DataTable and save it as a global object: Dim dtCEDR_Integ As New DataTable("CEDR") 'add data to data table globals.SetObject("dtCEDR_Integ", dtCEDR_Integ) Then, back in the connector business rule, I try to get that global DataTable object. Dim dtCEDR_Integ As DataTable = globals.GetObject("dtCEDR_Integ") However, when I attempt to import the

Hello again, it seems that the error was not completely corrected, so I have the same problem as my previous post. Scenario 'Forecast 2023M10’s workflow settings do not allow input for Time member ‘2023M9’. I know this is a bit strange, but I need to modify values from the previous month. For example, now that I’m in November, I want to affect September. In February, it allows me to make these modifications because it’s still possible, but I want to do the same for the following months. The function value gives me as a form and I believe it is necessary to pass it to import, but I have no idea how to do it. For Each strItem As String In ({"Amount", "Annotation"}) Dim listTargetDC As New List(Of DataCellEx) For Each drResult As DataRow In dtResult.Rows Dim dcpkTarget As DataCellPk = drResult("DataCellPk") If strItem.Equals("Annotation") Then dcpkTarget.ViewId = BRApi.Finance.View.GetIdFromName(si, "Annotation") End If

Hai Everyone! Does any one know business rule to create a new member in a dimension using business rule by extender.If anyone knows please let me know and Share me the VB.net code.

Hi everyone. I have a problem with setdatacells, and it sends the following error: Scenario 'Forecast 2023M10’s workflow settings do not allow input for Time member ‘2023M9’. I know this is a bit strange, but I need to modify values from the previous month. For example, now that I’m in November, I want to affect September. In February, it allows me to make these modifications because it’s still possible, but I want to do the same for the following months. The function value gives me as a form and I believe it is necessary to pass it to import, but I have no idea how to do it. For Each strItem As String In ({"Amount", "Annotation"}) Dim listTargetDC As New List(Of DataCellEx) For Each drResult As DataRow In dtResult.Rows Dim dcpkTarget As DataCellPk = drResult("DataCellPk") If strItem.Equals("Annotation") Then dcpkTarget.ViewId = BRApi.Finance.View.GetIdFromName(si, "Annotation") End If Dim dcTarget As New DataCell(dcpk

Hi all, I'm bit new in developing rules in one stream and I have a simple question. I'm trying to retrieve the accountId member name from a member formula on the account itself. I'm using the below code but it seems api.Pov.Account.Name is not working, if I replace it with the account name it works. Dim AcctName As String = api.Pov.Account.NameDim AcctId As Integer = api.Members.GetMember(DimType.Account.Id,AcctName).MemberId Any suggestion?

Hi all I accidentally deleted a Business Rule by loading a XML file with an older version on top of it. Is there any way to recover it? Cheers

Hey folks, Just wondering if we can automate IIS reset in the task scheduler. I don't see any Snippets or related BRApis in the Extensibility Business Rules. Surfed through various Community posts but, didn't help much. Any guidance here will be helpful.  

Dear Community, How to get multiple time period data in FDX ?  We have data's in row manner. We need it in column wise. The data is imported into a table using FdxExecuteDataUnit function. 

I have an issue with the member formula with the below condition. It checks for Account Type Revenue or Expense. However if the Account Type is Revenue or Expense, still the condition is not met. Is there any issue with the way the condition is written? If api.Account.GetAccountType(api.pov.account.memberid).Equals("Expense") _Or api.Account.GetAccountType(api.pov.account.memberid).Equals("Revenue") Then   Return 1 End If

Hello There, Is there a way to get the 'Integer' behind each Account Type based on a 'String' ?Context: I am trying to create new Account Members with pre-defined properties, all properties were straightforward except for the account type. Below a code portion for modifying a property & a hardcoded solution: myaccountMember = BRApi.Finance.Metadata.GetMember(si, DimTypeId, accountID, True) Dim AccProperties As AccountVMProperties = myaccountMember.GetAccountProperties() 'Add AccountProperties '*** Text123 *** AccProperties.Text1.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt1) AccProperties.Text2.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt2) AccProperties.Text3.SetStoredValue(ScenarioType.Unknown.Id,DimConstants.Unknown, mytxt3) '*** AllowInput *** AccProperties.AllowInput.SetStoredValue(Boolean.Parse(isAllowInput)) '*** Account Type *** Dim accTypeInt As I

Hi Everyone. I have the following section of code. 'Search for values for the DataBufferCellPK, they are not empty. Dim dbcpk As New DataBufferCellPk( mbrRefIdAcc, mbrRefIdFlow, intOriginId, mbrRefIdIC, mbrRefIdUd1, mbrRefIdUd2, mbrRefIdUd3, mbrRefIdUd4, mbrRefIdUd5, mbrRefIdUd6, mbrRefIdUd7, mbrRefIdUd8 ) 'BRApi.ErrorLog.LogMessage(si, $"values of DataBufferCellPk: MbrRefIdAcc: {mbrRefIdAcc}, MbrRefIdFlow: {mbrRefIdFlow}, IntOriginId: {intOriginId}, MbrRefIdIC: {mbrRefIdIC}, MbrRefIdUd1: {mbrRefIdUd1}, MbrRefIdUd2: {mbrRefIdUd2}, MbrRefIdUd3: {mbrRefIdUd3}, MbrRefIdUd4: {mbrRefIdUd4}, MbrRefIdUd5: {mbrRefIdUd5}, MbrRefIdUd6: {mbrRefIdUd6}, MbrRefIdUd7: {mbrRefIdUd7}, MbrRefIdUd8: {mbrRefIdUd8}") 'BRApi.ErrorLog.LogMessage(si, "Parameters bufferdatacell: " & dupk.ToString & " * " & intViewId) Using dbConnFW As DBConnInfo = BRApi.Database.CreateFrameworkDbConnInfo(si) Using dbConnApp As DBConnInfo = BRApi.Datab

Hi Community members, Need your help on the below business rule, as i am unable to identify the errors. The rule wrote for to get the value from combobox value and run Data managment sequence to clear the data. Namespace OneStream.BusinessRule.Finance.BOYD_Clear_Data_2 Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object Try Select Case api.FunctionType Case Is = FinanceFunctionType.CustomCalculate If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("ClearSeeding") Then '{Clear_Seeding}{Param=[|!ParamWFProfileEntities!|],Time=T#2023.BASE} 'Dim objList = api.Workflow.GetWFProfileEntities() Dim wfClusterPk As WorkflowUnitClusterPk = si.WorkflowClusterPk Dim intScenarioId As Integer = wfClusterPk.ScenarioKey Dim myWorkflowUnitPk As WorkflowUnitPk = BRApi.Workflow.General.GetWorkflowUnitPk(si) Dim intYear As Integer = BRAp

Hello,   I am trying to set up a business rule that seeds the forecast from actuals to the forecast. This works easily when I am not using all entities to seed. However, I need to somehow take the actual data from each base entity and copy it all into 1 entity for the forecast. The client only needs to forecast at 1 entity but wants to include the actuals from every base. Is this possible to do in 1 rule? I know you can't have the entity on the left side of the calculation so I'm not sure how to solve.   Thanks!

Good morning all! I'm hoping somebody can put me on the right path...! I'm writing a rule with a data buffer. I want to filter the data buffer so it only runs where needed. I put in the following filter relating to the Text6 field. This syntax works in a cube view (I've tested this) but it doesn't seem to work in the vb.net rule. Can anyone tell me what I should use here instead to return only when text 6 is not blank? Many thanks,Richard

Hi Everyone.I have a DataCell that ends with a comma, and I wanted to know how I can remove it. Example Etc. UD6Id: -999, UD7Id: -999, UD8Id: -999, My issue is similar to the example, where after the UD8Id there is a comma with nothing following.  

Hi, I have the following code that gives me an error: Object reference not set to an instance of an object. Dim listMbrEntityD As New List(Of Member) Dim dimpkEntityD As New DimPk(mbrEntityD.DimTypeId, mbrEntityD.DimId) listMbrEntityD.AddRange(BRApi.Finance.Members.GetBaseMembers(si, dimpkEntityD, mbrEntityD.MemberId)) I have debugged with errorlog but it doesn’t manage to print anything to see the values, any idea how to solve it?

Hi Community... I'm trying to extract data from CV using FdxExecuteCubeView method..So, if anyone give sample code for that with respected method query means... It'll be very helpful to refer...     I want to know how we are passing values in this method...By CV POV...?Thank You...!

How do you consolidate currency overrides using alternative currencies e.g. Base Entity and immediate parent are in EUR and ultimate parent is in USD. Client wants to view consolidated view of immediate parent in USD including the currency overrides. The same reverse is required for USD entity rolling up to EUR. We have created alternate flow members but the aggregation is a challenge.

Hi I have got a list of member info and trying to do a simple loop through the list to get the member and it's parent using the following code, however ParentMemberId is always coming back as -1. Dim UD1DimPk As DimPk = BRApi.Finance.Dim.GetDimPk(si, "CostCentre") Dim listMI As List(Of MemberInfo) = BRApi.Finance.Members.GetMembersUsingFilter(si, UD1DimPk, "U1#Root.TreeDescendants", False) For Each item In listMI BRApi.ErrorLog.LogMessage(si, item.Member.Name & " | " & item.ParentMemberId) Next I've also tried to include DimDisplayOptions and MemberDisplayOptions using following but I have had no luck Dim cubeID As Integer = BRApi.Finance.Cubes.GetCubeInfo(si, "MY_CUBE").Cube.CubeId Dim scenarioID As Integer = ScenarioDimHelper.GetIdFromName(si, "Actual") Dim dimDisplay As DimDisplayOptions = New DimDisplayOptions(cubeID, scenarioID) Dim memberDisplay As MemberDisplayOptions = New MemberDisplayOptions(True, CultureInfo.CurrentCulture.Name, True, True, True, True, True, 0

Hi Everyone. I am performing a conversion in a SQL query using currencies; I relied on this other post for now. Where is stored the Currency Name ?  The problem I have is that I have some SourceCurrencyId in the FXrates table that don't appear there, so I want to know if there's a way to get all possible currency names through a business rule.

Hi, is there a standard IRR calculation that can be shared? thanks, Greg

As the subject line writes, is it possible to disable/hide confirmation rules without deleting them?  I'm revising our current budget work flow and changing the confirmation rules required.  I'd like to keep the prior rules in case they are required in the future.