Rules

We’re looking for some kind of way to reference dates in the transaction matching custom filter. For instance I need to be able to reference an attribute (like A9 = ‘ABC’) and also only pull items for D1 = yesterday and then pull another attribute (like A9 = ‘XYZ’) and also only pull items for D1 = two days ago. So the filter would look something like: (A9 = ‘ABC’ and D1 = yesterday) or (A9 = ‘XYZ’ and D1 = two days ago)

Hi everyone! I'm currently building a linked cube view that will inherit the Entity and IC members from the original cube view from which it is called. The IC member, though, will need to go through a transformation (remove the last 3 digits) so I created a XFBR rule to do so. For example, if the Entity member will be 1010TRW, the IC will be 1010. I tried to call the XFBR rule in the POV but when I launch it it returns the following error: "Index and length must refer to a location within the string."   Am I missing something? Below you can find a screenshot of the POV of the linked CV Thank you in advance!

Hi  I create OneStream parameters for the fields that I want to bring in from OneStream into an extensible document in order not to mess up the formatting of the document as the formula is very long to pull the data into OneStream.  Now I want to create a parameter that uses a business rule to check if the amounts for one line of the two year's  income statement (This year and last year) lines are both positive, then put "Profit" in the text of the account or "Profit/Loss" if the one amount is positive and the other is negative or "Loss" if both amounts are negative.   How do i do that ?     

Hi Everyone, We have multiple cubes in an application. Is there a way to retrieve the cube name using the entity dimension member. I have multiple entities in a excel sheet and I need to get the cube names for them. I tried the =XFGetMemberInfo(memberInfoType,dimTypeName,memberName). It did not work.     Thanks  

Hi OS Community, I am just wondering if any of you had a chance to build dynamic member list or some similar functionality which allows you to have a specified member list which will be used in a parameter (XFBR). I am having trouble to achieve that... What I created is parameter supported by simple business rule which also use information coming from another parameter. This is working well but only if second parameter which i am using is not part of POV parameters. Looks like I can not use parameter inside used parameter. where this second is also used in CubeView POV... Let me try to describe you on example what is my problem, maybe some of you will be able to help.  What i would like to achieve is to have some connection between entity selected in the cubeview POV and UD1 list of members which then will be presented as a list of members to choose inside parameter and CubeView POV. Example: I have a CubeView with POV where parameters are used for below dimensions :EntityUD1UD2UD

Hey all, Pretty new to programming but have manage to get a file moving rule to work that basically moves a file from FileShareBatchHarvest to Application /Public structure for users to pickup.  However, the rule currently needs the exact name of file. I have tried using wildcard symbols like "* #" for the date with no success.  Does anyone have a recommended solution to get the variable dynamic on the date section?  

Hi All, does anyone built a Smart Integration Function and compressed the datatable with CompressJsonObject and then, in the extensibility rule, inflate it with InflateJsonObject using the variable bulkRemoteResults.resultDataCompressed ? I'm getting the error: "Object reference not set to an instance of an object". If I compress itand inflate it in function worked and in the extensibility rule worked. But, compress in the function and inflate in the extensibility rule didnt work. This is an example in the guide, so I'm not sure if I'm missing something. Thx in advance

Hello Community - Looking for guidance on options to calculate data at QTD to overwrite the number generated from periodic values. This intersection has an option for users to enter periodic values, so I cannot make a member dynamic calc. I am using UD8 dimension member for the calc. Please share your thoughts. Thanks!  

Hello Community, Is there any functions in Business Rule which is related to T#QuarterPrior1...?I'm getting only this following function, Dim timeMemberIdPrQua As Integer = TimeDimHelper.GetLastPeriodInPriorQuarter(timeMemberId) So can you please help me to get this...!

Dear Community, Can anyone please guide me the proper usage of the function  BRApi.Database.SaveDataTableRows(dbConnApp, tableName, columns, hasPrimaryKeyColumns, editedDataRows, throwIfRowForUpdatesDoesntExist, throwIfRowForDeleteDoesntExist, logErrors) I would like to understand the correct usage of  XFDataColumn and XFEditedDataRows in the above function, would appreciate any assistance. Thank You.

Hello Everyone, I’m not sure if I’m not understanding or just approaching the code wrong.  We’ve been on OneStream for about two years and myself and my co-admin are not extensive in our code knowledge.  We can generally copy/tweak what the implementation partners build, or searching the forums here, but I’d put us as basic or being generous intermediate level. We have a workflow that loads to the actual scenario and has some workflow steps at the end that are for a variance scenario where the users enter commentary balances. The Variance scenario steps auto lock when certified and I want a business rule to unlock the variance steps if the Actual Import_Ledger step is re-run. I have code in the TransformationEventHandler rule that accomplishes this for me, but when users are running the import it gives the error of user has not been granted access to application role “UnlockWorkflowUnit” I thought (possibly erroneously) that by using a business rule the system would allow unl

Hi, Is there a way to perform a force consolidate in a BR? since running a datamgmtsequence isn't working properly for me. Example: Select Case api.FunctionType Case Is = FinanceFunctionType.CustomCalculate 'If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Test") Then 'api.Data.Calculate("A#Profit = A#Sales - A#Costs") 'End If brapi.utilities.ExecuteDataMgmtSequence(si, "PLN_Consolidate_AnyScenario", Nothing) End Select And with this, the consolidation doesn't run; I'm not sure if I'm missing sending information or something like that.

May I have an example of how to use "DynamicCalcTextInput" Formula Type? I cannot find the place to put text annotation without using data cell annotation.   

Hi all,  I am facing an issue regarding my ability to reference global objects between two different business rules, one of which is a finance business rule and the other of which is a connector business rule. To be more specific, the flow goes like this:  First, I execute the finance business rule function that generates my global object, which is a DataTable, from a connector business rule:  BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si, "Utilities", "GetDataTable", povInfo, CustomCalculateTimeType.MemberFilter) Then, in the GetDataTable function of the Utilities finance business rule, I create a DataTable and save it as a global object: Dim dtCEDR_Integ As New DataTable("CEDR") 'add data to data table globals.SetObject("dtCEDR_Integ", dtCEDR_Integ) Then, back in the connector business rule, I try to get that global DataTable object. Dim dtCEDR_Integ As DataTable = globals.GetObject("dtCEDR_Integ") However, when I attempt to import the

I'm trying to use the DataBuffer.GetFilteredDataBuffer() function which returns a DataBuffer.  This function takes two parameters as follows: 1. DimTypeForFilter as DimType;  If I'm filtering for accounts this is DimType.Account.  DimType.UD1 for UD1, etc. 2. Now I'm having trouble with the second parameter.  memberIdsInFilter As Dictionary(Of Integer, Object) I find no examples on this.  Please help with an example.  

Has anyone found a use for the brapi function CreateSessionInfoForAnotherApp? If yes, can you please explain it as I cannot seem to find any documentation on this function.  This is the example I'm seeing in BR: Dim si As SessionInfo = BRApi.Security.Authorization.CreateSessionInfoForAnotherApp(siSource, appName, openAppResult)   How do we setup the siSource sessionInfo parameter? Assuming that siSource needs to be initialized with info from the sessionInfo from another active app connection? What can we then do with the si from another application? 🤔  

Hello again, it seems that the error was not completely corrected, so I have the same problem as my previous post. Scenario 'Forecast 2023M10’s workflow settings do not allow input for Time member ‘2023M9’. I know this is a bit strange, but I need to modify values from the previous month. For example, now that I’m in November, I want to affect September. In February, it allows me to make these modifications because it’s still possible, but I want to do the same for the following months. The function value gives me as a form and I believe it is necessary to pass it to import, but I have no idea how to do it. For Each strItem As String In ({"Amount", "Annotation"}) Dim listTargetDC As New List(Of DataCellEx) For Each drResult As DataRow In dtResult.Rows Dim dcpkTarget As DataCellPk = drResult("DataCellPk") If strItem.Equals("Annotation") Then dcpkTarget.ViewId = BRApi.Finance.View.GetIdFromName(si, "Annotation") End If

Hai Everyone! Does any one know business rule to create a new member in a dimension using business rule by extender.If anyone knows please let me know and Share me the VB.net code.

Hi everyone. I have a problem with setdatacells, and it sends the following error: Scenario 'Forecast 2023M10’s workflow settings do not allow input for Time member ‘2023M9’. I know this is a bit strange, but I need to modify values from the previous month. For example, now that I’m in November, I want to affect September. In February, it allows me to make these modifications because it’s still possible, but I want to do the same for the following months. The function value gives me as a form and I believe it is necessary to pass it to import, but I have no idea how to do it. For Each strItem As String In ({"Amount", "Annotation"}) Dim listTargetDC As New List(Of DataCellEx) For Each drResult As DataRow In dtResult.Rows Dim dcpkTarget As DataCellPk = drResult("DataCellPk") If strItem.Equals("Annotation") Then dcpkTarget.ViewId = BRApi.Finance.View.GetIdFromName(si, "Annotation") End If Dim dcTarget As New DataCell(dcpk

Hi all, I'm bit new in developing rules in one stream and I have a simple question. I'm trying to retrieve the accountId member name from a member formula on the account itself. I'm using the below code but it seems api.Pov.Account.Name is not working, if I replace it with the account name it works. Dim AcctName As String = api.Pov.Account.NameDim AcctId As Integer = api.Members.GetMember(DimType.Account.Id,AcctName).MemberId Any suggestion?

Im trying to create a formula for one of our Statistical Cal accounts.  Its a derivation of of a calc we already have.  However the line will no compile even when I copy the existing formula completely. Return api.Data.GetDataCell("(Divide(A#1200:I#None,A#TTM_Net_Sales_wo_IC)) * 365)") I can compile the existing account without issue, but when I copy this formula into the new account I get an error  

Dear Community, I am using FdxExecuteDataUnitTimePivot for getting my data in Time column wise manner. I need to display it in Time columns under which account columns should be created. Is there any way to create sub columns . I will attach screenshot for reference.  

Hi, I have a (.csv) file in my File Share Folder that I want to read and load into the cube using a Workflow Profile. I have written an extensibility rule for getting that file and reading the file contents and creating a Data Table. now what should I do next? Is this the right approach or is there any other way to accomplish this? Below is the code of the Extensibility rule. Thanks

Hi all I accidentally deleted a Business Rule by loading a XML file with an older version on top of it. Is there any way to recover it? Cheers

Hi Community...! Here I'm getting Zero but instead of this I want to get  accounts data for that...Can you please share me some insights or some reference for this...?I'm using FDXExecuteDataunit method for this