Rules

I am looking for tips on batch automation business rules. Currently when our scheduled trial balances are loaded the whole upload will fail if one transformation mapping error is present. As you can imagine this can slow the close process down significantly. Does anyone have any suggestions on how to allow the batch to load the validated accounts and only error out the transformation errors? 

I have a dynamically calculated member formula. It is returning the wrong value for each Quarter, it should be the sum of the M1+M2+M2 ($1,614,441.60) and not be recalculated ($1,649,190.40). Is there a member property or formula examples that can help me resolve this issue. Thanks. Sample calc Drill down formula I tried setting a different formula on the quarter, but I get the error message “The Dynamic Calc Member Formula is recursively calling itself:.     Thanks,    

Hello All, For the Transformation Rules, 1-1, Composite, Range, List, and mask rules,  what are order of operations in rule types?  Do the rules that run later overwrite previous results or does it ignore later matches after a match is made?  Where can I find documentation on this?   Thanks!

I can drill from a Confirmation rule. Question Credit: Peter Fugere 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 process that would be run at the month end to lock the workflow. Once the workflow is locked, you need to refresh the application to see the lock icon on the period in the workflow. The icon doesn't change until you hit the refresh button. Is there a utility in the business rule to refresh the application (I would need to include this utility in the business rule) ? Ragav.

Hi everyone, I am trying to add records to a table via an Excel Table View. Using the example in the Table Views documentation, I am able to update existing records; however, any new records added are cleared once I submit the sheet. Is there additional code I can add to allow the Table View to write new records to the table? Thanks! Molly

I am trying to clear entered data from the particular Cube but unable to do so using "Clear Data" Rule. Can anyone suggest me the process to clear data from any cube without disturbing other cubes' dataset.

I can use substitution variables across multiple OneStream applications on the same server. Question Credit: Gabriela Columna   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

How do I view the POV of the datacell executing BusinessRule.DashboardStringFunction XFBR business rule?I think I can run this statement:Dim viewMember As ViewMember = ViewMember.GetItem(api.Pov.View.MemberPk.MemberId) BRapi.ErrorLog.LogMessage(si, "view = "  & viewMember.tostring) Is there a faster way to view all 10 dimesions in POV of the datacell ? These do not work: Dim POV As POV = ViewMember.GetItem(api.Pov.MemberPk.MemberId) BRapi.ErrorLog.LogMessage(si, "view = "  & POV.tostring)    

Happy Labor Day!!How can I use BusinessRule.DashboardStringFunction, i.e. XFBR string business rules to extract text out of a datacell in cubeview that has users' text stored in V#Annotations?We have successfully used XFBR string business rules to extract amounts from datacell in cubeview. However, when I tried similar lines of XFBR code in my cubeview – I am not able to pull users’ text.It is returning zero. Users are putting text into CV cell that has this combination - A#Explaination:U8#Comment:V#Annotations . Here are a few lines the don’t seem to work1)Dim Explain As DataCell Explain = BRApi.Finance.Data.GetDataCellUsingMemberScript(si, cube,"A#Explaination:U8#Comment:V#Annotations" ).DataCellEx.DataCell2) I tried the next line:Explain = BRApi.Finance.Data.GetDataCellUsingMemberScript(si,"A#Explaination:U8#Comment:V#Annotations" ).DataCellAnnotationbut I get the error message : " Does not recognize .DataCellAnnotation. 1) Error at line 71: 'DataCellAnnotation' is not a member of '

Is there any way to edit Transformation Rules in Bulk?When I try loading a trx file or xml code into the system it doesn't overwrite the rules which causes issues in someplace.Is there a way or a template where with direct upload I can delete that transformation group and create a new one with the same name. (Example- Dimension delete template where uploading a certain xml file directly deletes some dimension members)Thanks.

Was the OneStream product itself built using VB.Net? If so, I'm pretty impressed!! If it was built using C#, I'm wondering why customers are then forced to use VB.Net for business rules?  It seems like a double standard.  Is there a licensing reason why VB.Net is redistributed to customers while C# is not?  If it isn't about licensing then maybe onestream has internal BR tooling that is incompatible with C#, or third party tooling that is incompatible?  Any info would be appreciated.  Obviously the selection of either .net language it is a matter of choice ... but if OneStream picked C# for development of the product, then they should allow customers to pick C# as well for our business rules.      

It is important to gather reporting requirements after the initial build stage of the project. Question Credit: Becca Speese   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 am working with WorkflowClusterPk objects and I know I can get the ScenarioKey, which is an integer, like this: Dim scenarioKey As Integer = si.WorkflowClusterPk.ScenarioKey   How do I get the scenario name (as a string) from the ScenarioKey? Is it possible? Alternatively, which function could I use to get the current workflow scenario name?   Thank you

Hello, I am trying to have a member rule dynamically calculate and not consolidate to parent entities, which is working.  However, it also needs the member rule to override the summation of MTD to YTD.  I need the account to recalculate always.   i have a simple api.data.GetDataCell ("A#Account1 / A#Account2) I have the settings: account type: dynamically calculate formula type: dynamically calculate Is consolidated: Conditional is there something else i need to do?  thank you

Hi OneStreamers,   I am trying to build an XFBR which I will link to a CV Column, that will either "True" or "False" Depending on the value of a parameter.   However I am finding trouble returning the value. I came up with this but it seems tor eturn the Default Value of the parameter and not the Selected Value :  "If args.FunctionName.XFEqualsIgnoreCase("CheckScnForVisibleColumn") ThenDim ScnParamName As String = "3_cm_param_S_SelectFC"Dim ScnParamValue As String = ""ScnParamValue = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si, False, ScnParamName)brapi.ErrorLog.LogMessage(si,ScnParamValue)" Appreciate your help 🙂    Regards, Adam    

I am working on a cube view that will show balance sheet data for actualized months next to estimate months. I would like for my rows to reflect actual data for the months that have been actualized and then within the same row show my estimated future data for the estimate months.The difficult part I am running into is that I need to use a different UD4 for my estimate months in order to allow the ability to overwrite the estimated amount.I believe a business rule that would dynamically change the Scenario and UD4 would give me what I need.

Hello OneStream Community;  I am trying to copy "Actual" Scenario to a "Plan" Scenario. the Plan Scenario uses Summary Account structure and the Actual Scenario uses a detail account structure which is a Extension of the Summary Account (so a base account member in the summary hierarchy used by Plan could be a parent in the detail account structure used by Actual).  I am using a member formula in the Scenario dimension as below, using the "Option" member filter so that only base accounts in the summary account structure used by the Plan scenario is copied over from Actuals. But this is not working, since only base accounts in both the Summary (Plan) & Detail (Actual) account structure is copied over, the parent accounts in the detail account structure in the Actual scenario are not copied over. Any suggestion/help in the right direction would be greatly appreciated.   - thanks Kumar    api.Data.Calculate("E#WWPlanEntity:S#MultiYrActOL:V#Periodic = E#WW

Hi, when creating a Finance business rule, the proposed business rule template has a Main public function and a "Select case api.FunctionType" in it.   What is a FinanceFunctionType? And if I want to be able to call the business rule from a Data management step (execute business rule step), within which FinanceFunctionType should the code to execute be included?   Thank you

Statement: I can use global variables. Question Credit:  Peter Fugere 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  

Hello OS Community,   I noticed there was a variable for suppressing no data records when using the FdxExecuteDataUnit function.  Is there a way to bypass zero data records?   Thanks in advance for your help! Clifton

Hi All, Need some help in updating properties of scenario member through an extensibility rule. 'Workflow Time scenarioProperties.WorkflowTime.SetStoredValue(BRApi.Finance.Members.GetMemberId(si, DimType.Time.Id, objUtil.GetCycleFirstQuarter(si, api)))   'Workflow Start TimescenarioProperties.WorkflowStartTime.SetStoredValue(BRApi.Finance.Members.GetMemberId(si, DimType.Time.Id, objUtil.GetWorkflowStartTimeForScenario(si, api)))   'Workflow End TimescenarioProperties.WorkflowEndTime.SetStoredValue(BRApi.Finance.Members.GetMemberId(si, DimType.Time.Id, objUtil.GetWorkflowEndTimeForScenario(si, api)))   The rule compiles fine however fails on execution. Error message received: Error updating member. Invalid parameter 'WorkflowTime'. Would someone please guide me with the correct way to achieve this?

Hi All, Is there any utility rule available which helps to take backup of all the components of the application? This can then be scheduled to take daily/weekly application back ups.  Any leads would be appreciated.  

Hi All, I have a requirement to open a web URL(it is a field in the table) in users default web browser. Current solution: I could do it using the "web content" component in the dashboard. I am capturing the field in a literal parameter and then using it in the web content component to display in a dashboard. It works.  Issue: Dashboard opens the web page in the dashboard window but does not render it properly. The component is pretty basic and does not have any option to customize it. It could be that it is using some costume inbuilt browser type component to display it and may not support all web page components require to display it properly. Looking for: A simple way to open the default browser in the business rule. I am sure there will some VB function which can do it but could not find it yet.  has anyone ever done that? appreciate any help.   

Is there a way to export the Transformation Rules into an Excel file?