Rules

Hihi, I am using a variant of the GolfStream finance business rule "XFR_MemberListAlphabetical" and need to pass an additional variable into the rule. For a Finance rule, is it possible for a CV or QV to pass the MF variable to the rule? Currently, the rule is setup statically on a starting entity:   Dim MemberListstart As String = "E#[Total GolfStream].base""   However, because our organization has thousands of entity, the finance rule passes all base entity into the QV. With suppression, I can arrive at the relevant members, however, it significantly slows down the rendering of the report. I've tried using the api.POV command, but it passes the user CV pov, which is not always relevant to the CV. Is there a way to pass a variable using something like an args.NameValuePairs()? I am having difficulty with the limitations of the finance rule VBA set. Essentially, I need the memberfilter builder of "E#[MyEntity].XFR_MemberListAlphabetical,Ent_Sort]" to use "E#[MyEntity] as

I don't know much about method queries, so I'm hoping to get some feedback on how to build off of or reference the data tables as well as where these tables are stored. The ICMatchingForWorkflowUnitMultiPlug method type used in the Intercompany Matching application reports returns the entities as "Name - Description," which causes a few problems for us considering our entity names' were created with an obscene number of characters and underscores. I've copied the reports and data adapters, but not sure how to write the script within the Report Designer or how to alter the data adapter... Any suggestions?

Dear Community, For one of my project I need to get the values of a given cube view as a data table within my business rule. I can fairly use the FdxExecuteCubeView which will give me this kind of output :   Cube Entity Local Scenario Time YTD Account None Top None None None None None None None None None 22.86874 21.68644 1.182297 5.451777   while my cube view is only showing accounts in rows and time in columns. One of the problem here is that I don't get the columns headers for the values ... So my question is : is there a way to get an data extract in a form of a data table directly from a cube view with the same rows & columns headers only ?   Many thanks and happy holidays !

I have a dashboard that has 2 components,. 1. A Combo Box that is populated with a sql query in a Bound List Parameter. 2. A Spreadsheet that is populated with a Table View.   The table view is generated using a Spreadsheet Business Rule. How do I pass the selection from the combo box to the table view?   Thank you for any suggestions.

I am storing a csv file in everyone path in filestore> Data Managemanet>Export> User folder. I want an BR that reads the file and compress (Create new .zip/ Override the .csv to .zip) and store in the same path. I am facing issues in same.

Could you please provide a sample script with example  to Generate the base mambers of UD2 dimension into a Variable. I'm trying to follow the below syntax, but it's not working for UD Dimensions Dim baseMembers As List(Of Member) = api.Members.GetBaseMembers(entityDimPk, entityId, Nothing) Appreciate your assistance.

Hello OS experts, I have BR that load P&L bucket and one BR that loads my BS bucket. I have DM sequence which load P&L,BS and then does consolidation etc. I want to know if I am able to write new BR or something I can do in DM to load P&L and BS data parallel to save time. Let me know your thoughts and example code if you are doing it at your job. ThanksSaurin *Migrated from onestream champions

I would like to reference in a BRAPI rule text stored in the workflow profile's Substitution Text Settings.  Can someone provide an example how to do this please. 

Hi all, Happy New Year! Is there a way of extracting an active entity list from OneStream including Entity Name, Description, and Currency fields by using a data management job? Any ideas will be appreciated. Thank you!  

I have a business rule that requires referencing aggregated divisional (entity) data several times over the course of the rule.  Base level entities run their rules and at a point in the rule, the entity needs the aggregated divisional result and so a consolidation to division. Can the data management jobs for consolidation have the consolidation filter set to C#Aggregated and the rule get the correct aggregated divisional numbers from the consolidation?  Or, is C#Aggregated only for data reporting?  Does the rule POV need to use C#aggregated when referencing divisional entity data or can this left out of the rule?  I have run some tests and the answer seems to be yes, DM jobs with C#aggretated produce data that can be referenced in rules and no, the rule does not need C#aggregated in its divisional entity POV.  Can anyone comment on this more?  Thanks.

I need some help building out the following two calculations on stored member formulas. They would need to run at every UD. 1) = MIN((A#Account1 - 4.5%), (A#Account2 - 6%), (A#Account3 - 8%)) 2) = MAX((A#Account1 - Account2 - Account3 - Account4),0) Thanks so much!

Hi, I'm trying to pull in the descendants and the parent member of an account into a data buffer. e.g. something of the form FilterMembers(A#All, A#Gross_Sales.DescendantsInclusive). When I log the data buffer and examine my results, however, I'm only seeing the base member data and none of the parents. Could anyone provide me any suggestions on how to pull all of this data into a single data buffer? And can anyone tell me why my data buffer doesn't produce the results I'm expecting? Thanks!

It appears to be possible to set the SiblingID in RelationshipPositionOptions, so it exists as a property.   How do I "read" it to see what it is for a member? Thank you in advance for any assistance.    

All rules in business rules page must be written in Visual Basic.. Question Credit: Andrea Tout 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 have a CV Form where the input is a "Date" Cell Type.  I need to use the date to translate to a OS Time Period.  I am struggling with using the Date value in a Business Rule.  It only returns an Integer and I can't seem to convert the integer to a Date in the BR so I can grab the Year (Dim strYear As String = Date.ToString("yyyy")).  Any help with this? thanks, Greg

We are trying to load txt file to custom table using LoadCustomTableUsingDelimitedFile but when it runs we receive a "Data load file is invalid or missing" error. The file is manually selected from a folder.  The file is correct, the number of fields in the file and in the table match, the values and the field type match and the field separator is correct. We are uploading the file from a Dashboard button component which calls a Dashboard extender BR. This is the BR code:   Dim filePath As String = args.NameValuePairs.XFGetValue("FilePath") Dim tableName As String = args.NameValuePairs.XFGetValue("TableName") Dim loadResults As TableRangeContent Dim fieldTokens As New List(Of String) fieldtokens.add("field1") fieldtokens.add("field2") ... fieldtokens.add("fieldn") loadResults = BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, _ SourceDataOriginTypes.FromFileUpload, filepath, Nothing, ";", _ "Application", tableName, "Replace", fieldtokens, False)

Is there a way to get the list of components on the calling dashboard on load? Trying to use:args.ComponentInfo.Component.Name results in nothing, even though I have multiple components on my dashboard. I want to get a list of all components, particularly a label or 2, and based upon user settings/access/Text fields, set labels

Dear Community, There is a possiblity to retrieve parameters currently available in a dashboard using for instance :      Dim str_myParam As String = args.SelectionChangedTaskInfo.CustomSubstVars.XFGetValue("MyParameter")     However, this means that we need to know the names of the CustomSubstVars currently in the dashboard (in that case, I need to know that the parameter MyParameter is indeed available in the dashboard). In my use case the user can open several cube view hence the parameters will change from one Cube View to another.  Is there a way to list all current CustomSubstVars available in the dashboard ?    Regards,

I have created a Dashboard Dara Set BR and I am attached in the data adapter. When I am trying to execute the rule am getting 0 data. See below the entity is always passing as None but when I add a log message in the code the variable is passing based on the selection and printing the correct entity. in My CV i also have the FDXentity parameter. Any Idea why it is happening ? Original Query  {FDX_CUbeView}{ExtractCubeViewTimePivot}{cvNameToExtract=Data,entityDimName=E#|!FDXEntity!|} Substituted Query  {FDX_CUbeView}{ExtractCubeViewTimePivot}{cvNameToExtract=Data,entityDimName=E#None}   Thanks Krishna    

If I like to migrate a HFM rules file, is there an equivalent to the HS.con function?

Hello All, How to add validation for an account while importing TB. Condition is that, number should be > 0 then allow. If  'account code'  < 0 then throw error and validation should fail or show error message  Thank You. Regards, Yashwant

Hi all, I'm receiving the error in the subject when executing a MemberList. This is the ML code, it should retrieve base member of "TF" in the flows dimension with SwitchType attribute set to True. Dim objMemberListHeader As New MemberListHeader(args.MemberListArgs.MemberListName)Dim objFlowList As List(Of member) = api.Members.GetBaseMembers(api.Pov.FlowDim.DimPk,api.Members.GetMemberId(api.Pov.Flow.DimTypeID,"TF"))Dim FlowMemberID As IntegerFor Each FlowMember In objFlowList   FlowMemberID = api.Members.GetMemberId(api.Pov.Flow.DimTypeId,flowmember.Name)   If api.Flow.SwitchType(FlowMemberID) Then objFlowList.Add(flowmember) NextDim objMemberList As New MemberList(objMemberListHeader, objFlowList)Return objMemberList Any advice, really appreciated Thanks and regards Massimo

Hi, Can anyone help me how I can use this Selection Change server task I know how to run a DM Sequence from button but if I can directly run a custom calculate without a sequence that will be great. I tried these syntaxes, but it is not working.   Thanks  Omkareshwar    

Hi  I am trying to delete files saved in public folder via business rule. Below BusinessRule.Extender works fine to delete the files from share folder. Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si)'*** First Delete files from username folder created under Data Management->Export folder****'------------------------------------------------------------------------------------------------------------Dim xfolderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si,True, configsettings.fileShareRootFolder,si.AppToken.AppName)'**xfolderPath stores the path for DataManagementExportUsernameFolderForApp**Dim filesToDelete As String = "TRF_Rules_*.xml" '; // Only delete all files which starts with names TRF_Rules*Dim fileList = System.IO.Directory.GetFiles(xfolderPath, filesToDelete)For Each file As String In fileList'System.Diagnostics.Debug.WriteLine(file + "will be deleted");System.IO.File.Delete(file)Next   H

Hi    I want to read a text value from dashboard in finance business rule. I tried attaching a parameter to text box component and then read that parameter in the code but that is not working.   Thanks, Omkareshwar