Rules

I am trying to get a stored value in Text1 from an Entity relationship:This is the code that at least does not give me an error when it executes but it does not return the Text1 value.Dim myScenarioID As Integer = brapi.Finance.Members.GetMemberId(si, DimType.Scenario.Id, "Actual")Dim myScenarioType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si, myScenarioID)Dim myTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, "2021M6")Dim myEntityID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVEntity)Dim myParentID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVParent)' Get relationship Dim relationship As Relationship = BRApi.Finance.members.ReadRelationshipNoCache(si, DimType.Entity.Id, myEntityID, myParentID)' Get the propertiesDim memProperties As New VaryingMemberProperties( DimType.Entity.Id, myEntityID, myParentID )' Get the stored valueDim Text1Value As String = memProperties.GetEntityRelationshipProperties().Text1.G

Hello,Im wondering if there is a way to hardcode a fieldtoken value when loading data from a csv. For example, I am using the below code:Dim fieldTokens As New List(Of String)fieldTokens.Add("xfText#:[Account]")fieldTokens.Add("xfText#:[Entity]")fieldTokens.Add("xfText#:[Amount]")fieldTokens.Add("xfText#:[EmpID]") '<-- Want to hardcode this to '99999'BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, .......)But I want to hardcode the results of EmpID to value '99999' before I execute the 'LoadCustomTableUsingDelimitedFile' command.  Any help on this would be much appreciated! 

Hi, Is it possible to pop up a message to all the active users of an application through a business rule? When the data load starts, we want to pop up a message that the process as started. Ragav.

I currently have a UD8 that pulls the current timestamp anytime a user updates an intersection and it works just fine. The issue I am having is that when I run a calculation to push an amount to an intersection, there is no audit trail for that. Is there a table where this calculated audit information is stored? I haven't been able to find anything and I would think that OneStream should be able to track the audit trail of calculated members.

Hey,So I have built a flow to push data from one scenario to another by pressing a dashboard button which start a data management job that execute a extender business rule.The extender business rule is executing import, validate and load with the file created through the referenced data management export data step/sequence. The export data step is using a literal parameter in UD1 that is being set before pushing the dashboard button.Above UD1 selection makes it possible to only push/seed data to the other scenario for just a portion of the total data. Over time there will be up to 10 button executions to push all data in UD1 to target scenario.  Everything works fine for me except replacing data in destination scenario/workflow. Currently I use .append in order to load all 10 UD1 areas to one import step in destination workflow/scenario. If the user in this case whould press the button for the same UD1 selection a second time, I would have the data twice. What I wou

Hi,I am in a custom business rule. I have a calculate formula like the following one, which works fine:api.Data.Calculate("A#Sales1 = A#Sales2 + 50”) Now let say I want to declare a variable instead of having the 50 typed in the formula string, and pass that to the Calculate, what is the correct syntax to do that? Is it possible?I would like to do something like this (the one below is not the correct syntax, but it gives an idea of what I am trying to do):Dim Growth As Decimal = 50api.Data.Calculate("A#Sales1 = A#Sales2 + Growth”) Thank you 

Hi All,  I have a combo box that is in the main dashboard called cb_OnMaindash. The combo box has a parameter linked to it (i.e., a bound parameter) this is delimited list parameter called dl_ComboBox_param. The display items (dash1, dash2, dash3, dash4) and value item (Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4).  These value items are actual dashboard that I am trying to pull when ever a user selects a specific item from the combo box. Parametername: dl_ComboBox_paramparameter type: delimited listdisplay items: dash1, dash2, dash3, dash4value items: Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4Combo BoxName: cb_OnMaindash   The issue is when i am testing this and select dash1 the dashboard is loaded but the item displayed on the combo box is wrong for example it would display Dash3 instead of Dash1. same thing if I were to select Dash2 and it will either display Dash1 or Dash3. it will only update the selected item if I click

Hello, I have a problem with a couple business rules running at the wrong times from within a dashboard.  The background: I have a business rule that changes the formatting of the buttons on a dashboard to show which one was clicked last. The buttons function as "tabs," each linking to a report; the button linking to the currently selected report shows itself as highlighted. To do this, I have the name of the current active button stored in a literal parameter. When a button is clicked to launch a report, a business rule rewrites the value of this literal parameter. (An XFBR String rule then reads this parameter to determine how to format the buttons, and is output to button - formatting - display format). The problem: When I launch the dashboard from OnePlace, the highlighting works correctly, showing a set of buttons with the first button highlighted. When I click another button, the button works correctly by launching a report, but the first button remains highlighted. The li

Hi Team,I wanted to insert a text to data cell (for example 'Add comment'). Is it possible to be done by using api.data.calculate?This is how I see this:Dim Comment As String = "Add comment"api.data.calculate("V#Annotation:A#xxx:F#xxx:O#xxx:I#xxx:U1#xxx:U2#xxx:U3#xxx:U4#xxx:U5#xxx:U6#xxx:U7#xxx:U8#xxx=" & Comment) Thanks a lot! 

Hi, I can't seem to find a method in the api that accepts a substitutionvariable object and returns the string value of that substitution variable. Or just get a dictionary of all predefined substitution variables and their values. Is this or something similar available? 

  We are trying to create a form with external vba code to refresh automatically once the onestream addin- refresh workbook. 

hi,Am looking to trigger the Finance Business rule from the DM step.Below is my snippet , but the DM step is not triggering the  finance BR .      Thanks 

This may be a long shot but I was wondering if there was any kind of functionality to have a message appear if you leave a dashboard page/try to close out of it. The use case is that I have a dashboard that has a button that is hitting when a conference call happens and it updates security groups so certain users can't make updates during the call. I have another button the user SHOULD hit when the call is done and this will put the security back to what it was originally.  If the user of the dashboard forgets to hit that other button at the end of the call then the security never changes back. Was hoping to give a pop up message or something that forces the user to hit that end call button so the security goes back to what it was.

I'm getting the message "'Function GetLiteralParameterValue(si As SessionInfo, isSystemLevel As Boolean, parameterName As String) As String' 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.'."   Anyone know what object & method should I be using instead?     strSomeString = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si,Nothing,"pm_SomeParameter")      

Is it possible to update the Application Security roles with in an extender Business rule? I want to be able to update the Modifydata role with the push of a button.

I would like to create a derivative transformation rule that will add _Qty to the end of the Account and pull the ActualQuantity field from the data source as the Amount.My DataSource has a field for ActualQuantity.I have a Derivative Rule that looks like this:The complex expression on the derivative rule is:this returns 0 instead of the amount in the ActualQuantity field. Thank you in advance.

Hi, I'm trying to get the amount of an objDataCellInfoUsingMemberScript but I couldn't get the data, I'm trying this:objDataCellInfoUsingMemberScript = BRApi.Finance.Data.GetDataCellUsingMemberScript(si,"KemetFinRptg", "E#LEGAL_Y:C#Local:S#Actual_YAGEO_Fx:T#2022M1:V#MTD:A#702006:F#Top:O#Top:I #Top:UD1#0021:U2#Top:U3#Top:U4#Top:U5#Top:U6#None:U7#None:U8#None" )'String to convertDim stringToConvert As String = objDataCellInfoUsingMemberScript.DataCellEx '<-- Update string to be converted'Convert to double. Set to 0 if string if not able to be convertedDim dblValue As Double = stringToConvert.XFConvertToDouble(0)  

Hi OS Community,We have custom business rule to manage Data cell access security (Slice security). We have created new row category(DHRStat_Fcst)select group and it should have Read access only to PLP register but issue is it also have write access to add or make changes to register (screenshot below highlight in yellow) which we are trying to retrict through BR. Custom BR code: Line 253-259 is it is for data cell read access for PLP registerLine 263- 264 is the code for write access for PLP register and we try to restrict by category, but it is still not working. If Not itemAccess.Category = "DHRStat_Fcst" AndAlso itemAccess.MemberFilters.Scenario.IndexOf(wfscenarioname) > -1 AndAlso brapi.Security.Authorization.IsUserInGroup(si, groupID) ThendashSet = "3b2b1w_RegisterMaint_PLP"End If Data access:I need help with the BR code change to restrict the write access to the particular Data cell category .Let me know if you need any more details.Appreciate your help!!

Hi All - I am trying to create a View using a Extender BR and It is compainling without any issue but when I try to execute it am getting the below error. Any help would be appreciated.   Dim vSQL As New Text.StringBuilder() vSQL.AppendLine("CREATE View dbo.v_stageData AS SELECT WFP.ProfileName As WorkFLowProfileName, S.Sn AS SrcScenario, T.SnT AS TgtScenario, S.Tm AS SrcTime, T.TmT AS TgtTime, S.Et AS SrcEntity, T.EtT AS TgtEntity, S.Ac AS SrcAccount, T.AcT AS TgtAccount, S.Fw AS SrcFlow, T.FwT AS TgtFlow, S.Og AS SrcOrgin, T.OgT AS TgtOrgin, S.Cn AS SrcConsol, T.CnT AS TgtConsol, S.Ic AS SrcICP, T.IcT AS TgtICP, S.U1 AS SrcU1, T.U1T AS TgtU1, S.U2 AS SrcU2, T.U2T AS TgtU2, S.U3 AS SrcU3, T.U3T AS TgtU3, CAST(S.Am AS DECIMAL(18,2)) AS Amount FROM StageSourceData S INNER JOIN StageTargetData T ON S.Wfk=T.Wfk AND S.WtK = T.WtK AND S.Ri = T.Ri INNER JOIN WorkflowProfileHierarchy WFP ON WFP.ProfileKey = S.Wfk WHERE T.SnT = 'Actual' AND T.TmT = '2023M1' AND WFP.ProfileN

I have UD8 DynamicCalc members that calculate various Growth %s.  These work as expected when the Account dimension member referenced in the formula has a normal Account Type (e.g., Revenue or Expense).  It doesn't work when the Account Dimension member's Account Type is a DynamicCalc.Any tips on how to solve for this?  We can workaround this with some math in Cube Views, but would love to have a workaround for XFGetCell and Quick Views.

Hi, I am currently working on creating a ParamHelper business rule to be used in a CubeView. The goal is to have the S#scenario driven by the time dimension parameter selected by the user, rather than by the workflow time. For example, if T# contains M1, the scenario that should be returned is S#Projection. I would appreciate any pointers or guidance. Thanks in advance for your help!

Is there an easy way, to copy data from one cube to another (with different dimensionality)

Hello communityI have quite a stupid question. We have two functiont types for Member Lists, MemberListHeaders, MemberList.I couldn't figure out what the purpose of MemberListHeaders is. If I define a list in "MemberList" without having it in "MemberListHeaders", everything works fine. And if I add a list to "MemberListHeaders", it's not popping up anywhere in the application, as far as I saw.I was expecting something like in HFM: the Headers was used to display the list in a dropdown from which the user was able to select it, while the "List" was the place where the list was defined.I'm sure there's a use for MemberListHeaders, but I haven't gotten yet.Marco

Hello,I'm trying to create a transformation rule for a specific entity that if it's a specific account (6189) it would go into a specific UD3. I'm not sure how to do this because there's 2 specific criteria needed, instead of being a 1:1. I'm new to OS, so all the tips and tricks help!Thanks,Will

Hi,I have a custom SQL table for people planning and want an ID field as my primary key. (The existing fields that would be good for a primary key need to editable (e.g. entry date) so I cannot use a set of existing fields as my primary key.  Setting a field as a primary key makes that field not editable.) My question is how to set a field's default with a SQL code, "select NEWID()" which generates a unique code?  I tried creating a parameter as a Bound List and SQL code with this query but when the dashboard with the SQL table editor is opened I get a pop up window asking for an input for this parameter.  How are primary keys normally handled in this case?  Thanks.