Rules

This is causing me a headache! Here's the situation.   We have an Actual Scenario and a Forecast scenario In the Actual Scenario,  we have Cash Flow accounts that have formulas so that they pull data from Income Statement and Balance Sheet accounts.  For example CF1 pulls from the IS,  and CF2 pulls from the BS.  The CF accounts are all set to Flow account type, and the ones pulling from the BS have Flow Constraints set and those Flows have Switch Type set to True. In  Actual Scenario,  the Rate Type for Revenues and Expenses is set to AverageRate,  and Rate type for Assets and Liabilities is set to ClosingRate. In Actual,  IS accounts correctly translate at AverageRate,   BS accounts correctly translate at ClosingRate, and all Cash Flow accounts translate at AverageRate.    First question,  how does the Cash Flow translate at AverageRate?  According to the OneStream XF Reference Guide,  Flow type

Originally posted by Thomas Regehr Hello,  We have a report that needs to transition between the Budget scenario and Actual scenario as we move through the year.  Ideally the user will select a period, and depending if the period in the displayed column is current or in the past it will show Actual, else it will show Budget.  I was asked to complete this without creating a new scenario.   I tried the below, but didn't have any success.       Public Function PastBudgetCurrFutActual(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As String Try Dim currTime = args.NameValuePairs.XFGetValue("CurrentTime") Dim timeId As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, currTime) Dim colTime = args.NameValuePairs.XFGetValue("ColTime") Dim timeId2 As Integer = BRApi.Finance.Members.GetMemberId(si, DimTypeId.Time, colTime) If timeId >= TimeId2 Return "S#Actual" Else R

Source:   Migrated from Champions I asked this question from OneStream staff at the Splash conference and OneStream support. I thought perhaps someone in this group has run into the same issue: The standard that appears to be used for calculating FX does not appear to be correct. It appears from the snippet that FX is calculating taking the month to date amount X month end closing rate - month to date amount X month average rate. From the Flow FX (Calculated) snippet: If (api.Cons.IsCurrency() And Not api.Cons.IsLocalCurrencyforEntity()) Then Dim timeId As Integer = api.Pov.Time.MemberPk.MemberId Dim rateTypeRev As FxRateType = api.FxRates.GetFxRateTypeForRevenueExp() Dim rateTypeClo As FxRateType = api.FxRates.GetFxRateTypeForAssetLiability() Dim closingRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeClo,timeId) Dim averageRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeRev,timeId) 'Calculate FX activity for current movement between Average and Closing

Originally posted by Brad KoteckiWe have a business rule set up that emails users once completed. To do this we used the sample under Snippets>Other>General>Send mail. Is there a way to BCC the email addresses on the email, rather than sending directly to everyone as a group?

Originally posted by Ramanathan GanapathyHello All, Currently Our Default Currency in the system is 'USD".  The system is rolling up the value correctly for the all the flow member formulas for USD.  We also defined additional currencies in the system and for that the base value is not rolling up to the parent.    Is there is any formula available for us to use for the Parent to do the aggregation instead of Translation?   Thanks & Regards, Ram

Originally posted by Yan SavinskyHow to check if time period is the last month in a quarter in the Business Rule?   Thanks in advance.   Yan Savinsky

Originally posted by Eric Osmanski 4/10/2020 What can I use to grab the WF Name, Text, anything .... WITHOUT using session info?

Originally posted by Chris Bielinski4/20/2020 Is there any way to filter out 0's when using cube math?