Rules

Hi,I'm using a Derivative Check Rule for the first time - using the sample available in GolfStream (HoustonSalesDetailOffset > ValidateCheckSum) - the Rule itself is working fine, I am getting the correct Pass/Fail Status.  My question is where can I expect to see the CheckRuleMessage displayed?GolfStream Sample: My Result (partial screenshot only as from Client App):It feels like there's a column missing from the screen?  Or perhaps it should be a pop-up window on the right like with other Validation/Intersection errors?Thanks in advance for any help!

I have a case where the client needs to add members to a dimension regularly and the ADM, Add Dimension Members, dashboard is idea as found in GolfStream.  However, there is a problem in the ADM_SolutionHelper rule that stops this from running.  It doesn't compile properly. Error compiling Business Rule 'ADM_SolutionHelper'. 1) Error at line 136: Property 'Name' is 'ReadOnly'. 2) Error at line 137: Property 'DimId' is 'ReadOnly'. Can someone explain how to resolve this please.  

Hi, I'm trying to copy data from Actuals into Forecast,  but it seems to only work for Input and Forms Origin members, and not for Adj. Here is my formula, which I put on the Forecast Scenario: 'Copy data from Source Scenario for months 1-5 Dim currMonthNum As Integer = api.Time.GetPeriodNumFromId(api.Pov.Time.MemberId) Dim sScenario As String Dim ScenarioSource As String = api.Scenario.Text(api.Pov.Scenario.MemberId, 1) If ScenarioSource = "" Then sScenario = api.Pov.Scenario.Name Else sScenario = ScenarioSource End If If currMonthNum = 1 Or currMonthNum = 2 Or currMonthNum = 3 Or currMonthNum = 4 Or currMonthNum = 5 Then If api.Cons.IsLocalCurrencyforEntity() And Not api.Entity.HasChildren() Then api.Data.Calculate("S#Forecast2:A#All = S#" & sScenario & ":A#All") api.Data.Calculate("S#Forecast2:A#All:O#AdjInput = S#" & sScenario & ":A#All:O#AdjInput") End If End If Not sure what I'm doing wrong.  Any ideas?   Thanks!

Does anyone know if it's possible to access XFStrings through Business Rules? We are adding other languages to our application and we are using XFStrings for Cube Views and Dashboards. We want to present our custom BR error messages in the user's chosen language so we thought XFStrings would be a good place to keep them. However we don't know if it's possible and if it is possible, how to do it. We are currently using Transformation Rules for some other areas but we want to have a single place where the translations can be managed. Thanks

Hi,I have a data management step which runs an extensibility rule. In the rule I am using the “Throw New XFUserMsgException” command to return error messages.For example:Throw New XFUserMsgException(si,"","","Error: Copy cannot be completed. Source Scenario/Year must be different from target Scenario/Year")Gives the following result when conditions are met: When the step completes without error a box message appears, like the following one: How can I control the message shown when the step is successfully completed? I.e., how do I return a message in a box message without throwing an error?

Hi All,We have a requirement where we need to write a custom consolidation rule for Subsidiary(Method) entities.Kindly provide us with a sample business rule along with the functions to be used. so that we can modify as per the business need.Requirement:1) Subsidiary: Entity owned at = 57%.2) The Subsidiaries financial statements are consolidated and eliminated. 3) The Equity associated with the subs financial statements are eliminated against the Holding companies Investment in the sub. 4) The owned portion of Equity is eliminated and the unowned portion is reclassed to Minority Interestregards,BCG

Got a task to copy certain file from FileShare to Documents\Public because users security settings. Wanted to go with the standard System.IO.File.Copy(strSourceFile,strTargetFile) where source and targets are sting.   Can get full source file path using the FileShareFolderHelper. However can't get full path to the target, that is under FileSystemLocation.ApplicationDatabase.    Any suggestions how can I get the target path or otherwise copy the file in question?

Within the Extender business rule used to integrate with our ERP system I would like to loop through all the "Import" steps  within a specific node of workflow hierarchy and to read the values of the "TextX" properties. I've heard that this is possible but have no idea where to start. Any guidance would be greatly appreciated. Yan

Hi guys,I coudn't find the proper hint in OneStream.In my dashboards, I'm using several XFBR string rules or Dashboard extender rules. I would like to move some of them to Workspace assemblies, available starting version 7.4. If I do so, does anybody know how to call a function in there?Stupid example, I'm defining the position of a temporary file to download with an XFBR rule called MyXFBR, function CleanUsername.UrlOrFullFileName=[Internal/Users/XFBR(MyXFBR, CleanUsername)/Temp/FileToDownload.csv] Now I've created the same function CleanUsername in a Workspace assembly named MyAssembly, in a file named FolderManagement.vb. How this should be amended?XFBR(MyXFBR, CleanUsername)?? XFBR(MyAssembly, FolderManagement, CleanUsername) ?? it doesn't look very good.... That's pretty new, but I hope a few guys in this community have used it already. 

Hello, did anyone find the OneStream Foundation Handbook useful for learning the software?  the copy I see on amazon is from 2021.  Are there different editions available?  thank you.

An allocation business rule is not allocating the rates properly . Hence we would like to debug the business rule and also figure out which intersections are passed and what is the value and allocation rate used in allocation calculation . This allocation process involves a formula in UD7 member . Please advise how to see the messages used in api.logmessage . Should we need to create a dashboard to capture the messages that are logged while running the allocations. Again, we are looking for which members used and the value / rate used to allocate.

Every dimension needs to be defined in each Transformation Rule Profile created. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I am trying to write a parser business rule to pull out the middle portion of a date string from a data source. The file has the date as "1-Jan-23" and I want to pull out the Jan.  On the data source, I have the time dimension assigned to the proper column in the file.  The month is always 3 characters, and the year is always 2 characters.  I am getting an error that I am unable to execute the BR. Can I not use args.value for the starting point of my parser rule ?   Dim filetime As String = args.Value Dim filetimelen As Integer = filetime.LengthDim startpos As Integer = filetimelen - 6Dim month As String = filetime.Substring(startpos, 3) Return month

Based on the XML, it looks like I need a reference to the OneStream.Shared.Wcf.CubeViewItem object that contains the CubeView.  The CubeView object doesn't seem to have a property for it's Name.Does anyone know how to get the name of the Cube View currently calling a Cube View Extender from within the extender rule?  

Hello Experts,  I have a requirement of calculating Cash_ADJ based a sum value of 2 different buffers.  If the sum value is Positive I have to post a cash_adj with value from bufSrc2. Is it possible to filter Buffer 1 and write corresponding buffer 2 value to result buffer?  Or the approach has to be completely changed for this requirement?     If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then Dim destInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("A#Cash_ADJ") Dim bufSrc1 As DataBuffer = api.Data.GetDataBufferUsingFormula("A#Cash") Dim bufSrc2 As DataBuffer = api.Data.GetDataBufferUsingFormula("A#Loan") Dim bufSrc3 As DataBuffer = bufSrc1 - bufSrc2 Dim resultBuf As New DataBuffer () For Each newCell As DataBufferCell In bufSrc3.DataBufferCells.Values If Not NewCell.CellAmount > 0 Then Dim resultCell As New DataBufferCell(newCell) resultBuf.SetCell(si, resultCell, True) End If Next

Does anyone have a piece of code to clear data on the origin Forms member for just a few accounts? The api.data.clearcalculateddata is not possible (data is not calculated) and api.data.setdatacell doesn't work. Thanks. 

Hi, We are working on Consolidation application with 'OOB and Store share' algorithm type. Came across an requirement to eliminate balances on few GLs with C#Elimination and O#Elimination member. Below calculate function worked randomly for few entities (step consol structure) and not for all. Any suggestions to improve on below logic ? Thanks   If api.Pov.Cons.Name.XFEqualsIgnoreCase("Elimination") Then api.Data.Calculate("C#Elimination:O#Elimination = (C#Share:O#BeforeElim) * -1", _ "A#OtherAssets.TreeDescendantsInclusive.Where(Text2 = Others)", _ "F#EndingBalance",,"I#None","U1#None","U2#None","U3#None", _ "U4#TopSide_Adj","U5#None","U6#None","U7#None","U8#None") End If        

Hi. I am trying to forecast OpEx accounts based on a seeding method. I am storing the method on a specific month by account and some UD dimensions and based on the selected method want to apply different math for those combinations. The issue i am facing is that when looping through my original data buffer, where the methods are stored, i need to change the Scenario, Period and View member for the looped databuffer cell and then sotore that value. E.g. if the method stored in 2023M1 is 3MthAvg, i need to grab V#Trailing3MonthAvg:2023M1:S#Actual for each data unit that is being processed (All months for 2023 Budget scenario).     Dim driverDataBuffer As DataBuffer = Nothing Dim calculatedBuffer As DataBuffer = Nothing Dim destinationExpressionInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("V#Periodic:O#Import:U5#NoChannel:U6#NoCustomer:U7#NoProject:U8#None") driverDataBuffer = api.Data.GetDataBufferUsingFormula( _ "FilterMembers(C#Local:" & fir

Finance Business rules can be referenced in Confirmation Rules to ease maintenance. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hi, I want to retrieve into a Business Rule and pass it on to a CubeView row label the value stored in a UD text property. ie UD4 Text3 for example presuming that this is relative to the current Workflow Scenario/Time setting In snippets I have found this : 'Dim sValue As String = BRApi.Finance.UD.Text(si, dimTypeId, memberId, textPropertyIndex, varyByScenarioTypeId, varyByTimeId) I am aware that the Text1 property attached to the WorkFlowProfile has the folowing attributes to get the various values stored under each TextN property field.Attribute Index Is: Text1 = 18000, Text2 = 20000, Text3 = 22000, Text4 = 24000 So what is the appropriate syntax in a Business Rule that I could bring in the UDN TextN values. Thanks Mark    

Please provide any guidance or knowledge documents on how to access data stored in table data manager tables via Finance Business rules.

Hi all, I have a dashboard with an SQL table editor component. Through the component in the dashboard, I can save text to the table, including special characters. For example, there is no problem in saving a string containing α (alpha).   Now I am trying to load a CSV file to that same table. The file contains some special characters too. To load the file, I have built a business rule which contains the following command: loadResults = BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, SourceDataOriginTypes.FromFileUpload, filePath, fileinfo.XFFile.ContentFileBytes, "|", "App", "LOAD_TABLE", "Merge", lfieldtokens, True)   The special characters are not recognised, and this is the result when loading TestNameαβπ.   Is there a way to load the CSV file and preserve the special characters?

Hello All,  I am new to OneStream trying to write a Value Override business rule for some investment accounts, The rule works without account filter. How ever I want to restrict this to Accounts with Text2 tag as "CADOverride". Somehow the value becomes zero if I have the Text 2 filter and not sure where am I doing wrong, (I am currently just checking if text 2 is not null and it seems to be retuning empty)   Dim foreignCurrency As String = api.Pov.Cons.Name If ((Not api.Entity.HasChildren()) And (api.Cons.IsForeignCurrencyForEntity())) Then Dim overrideAcc As String = api.Account.Text(api.Pov.Account.MemberId, 2) If String.IsNullOrEmpty(overrideAcc) Then Select Case foreignCurrency Case "CAD" api.data.calculate("F#EndBal= RemoveNoData(F#CADOverrideInput:C#Local)") End Select End If End If   How should I proceed to troubleshoot this? Any ideas are appreciated, Thanks, Manoj

An api is passed in, but typed as Object, what is object type of the correct/most efficient API to use in an Extensibility Rule to call Members.GetBaseMembers()?

I want to have an account that has a calculated value (rounding it to thousands), and then allow a Forms input adjustment to it for footing reasons.  The calculated value would have a UD4 of "Calc", and the input would have a UD4 of "Footing".  As soon as I make the account calculated it doesn't seem to let me input to it with the other UD4.  It shows in white background indicating you can input, but I can't put anything in the cell.  Anyone know if what I'm trying to do is possible?