Rules

Hi, This time of year we have the common maintenance point regarding needing to update task scheduler start times to account for daylight savings. It is expected for the platform to not automatically update the task start times to account for daylight savings, thus, this becomes a maintenance point for those companies in states/countries that utilize daylight savings. Until this feature perhaps one day becomes available in the platform, we have a custom solution that will make the maintenance point of this easier for OS administrators. You can upload the two files attached in the zip file which will result in uploading an Extender business rule titled "Update_TaskScheduler_StartTimes" and a Data Management job called "Update Task Start Time Daylight Savings".To use the solution, navigate to the Data Mgmt page and look for the group titled "Task Scheduler Maintenance". Here you will find the Data Mgmt sequence and step you uploaded.Navigate to the DM step and utilize the Hour Adjustment

Hi everyone,I’m currently building a OneStream application for a budgeting process and I’m facing a modeling challenge with account aggregation.The situation is the following:We have the same source account (for example 600000) across multiple entities. However, depending on the entity, the amount should roll up to different parent accounts in the reporting structure.Example:If Entity A loads Account 600000 = 1000, the amount should roll up to ParentA.If Entity B loads Account 600000 = 1000, the amount should roll up to ParentB.The key requirement is that I would like to keep only one account member (600000) in the Account dimension, without creating multiple target accounts such as 600000_A or 600000_B.Since the Account hierarchy in OneStream is static, I’m trying to understand what the best design approach would be to handle this type of entity-dependent aggregation.Has anyone implemented a similar requirement?What would be the recommended way to model this in OneStream while keeping

Hi All, i am new to OneStream, i tried creating BR for Security automation. below is my entire code in OS-BR. Imports SystemImports System.Collections.GenericImports System.DataImports System.Data.CommonImports System.GlobalizationImports System.IOImports System.LinqImports Microsoft.VisualBasicImports OneStream.Finance.DatabaseImports OneStream.Finance.EngineImports OneStream.Shared.CommonImports OneStream.Shared.DatabaseImports OneStream.Shared.EngineImports OneStream.Shared.WcfImports OneStream.Stage.DatabaseImports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Finance.BR_UserManagement    Public Class SecurityGroupHelper         Public Sub ShowQAGroups(ByVal si As SessionInfo, ByVal api As FinanceRulesApi)            Try                ' Get all security groups using the API passed to the function                Dim allGroups As Group

I am trying to write a BR to update the Global Time within the OS application. I see API function to get globaltime (BRApi.Workflow.General.GetGlobalTime). However, I don't see one for setting/updating global time. Is there a API to update the Global Time? I even searched the tables in the Database to see if I can manually update the record within a table, but didn't come across the table that contains the Global Time.  Is there a way to update the Global time based on the system time? Thanks,  

Good morning OneStream folks.  I was looking for an example of how to dynamically pull the FX rate for an entity based on its current parent.  We currently have a DynamicCalc account that assumes that all parents are USD and therefore the rate returned by the account is the USD translation rate.  For example, the child is GBP and has a CAD parent, but the formula returns GBP-->USD. I was able to get a DynamicCalc formula that works, but I have to make some additions in my QuickView or CubeView to get it work completely.   The account I created in this case is called ParentFX and the logic is below: In order to get the ParentFX account to return the correct value, I have to write my quickview logic as:  A#ParentFX:C#Translated:Name(Parent FX).  Which is fine, but I would also like to use that combo in a getdatacell calculation, and OneStream doesn't seem to like that.  I'd like to be able to pull the A#ParentFX account with it using the Entity

Can someone check if there's any mistake in the below 2 lines. I am unable to execute the BR  Dim sourceBuff As DataBufferDim srcED As String = args.CustomCalculateArgs.NameValuePairs("sourceEffectiveDate")Dim selectedScenario = args.CustomCalculateArgs.NameValuePairs("selectedScenario")Dim dmTime = api.Pov.Time.NameDim account = args.CustomCalculateArgs.NameValuePairs("account") sourceBuff = api.Data.GetDataBufferUsingFormula($"FilterMembers(T#{dmTime}:S#{selectedScenario}:U4#Approved_Status:U6#Total_Audit:U7#{srcED}, [A#{account}.Base])")  

Hello,I have a question about aligning dimensions of a DataBuffer. I have an unallocated balance that is stored at a specific UD2 base member. This is shown in the log below:The goal is to multiply this amount (82.1097072) by a percentage at the same Account:UD1 combination, but the rate is stored at a U2#None, not at the same U2 as the unallocated percentage:The goal is for these data buffers to multiply and land at the specific U2# from the unallocated amount. (82.106*1.5219) However, since they are at different UD2s, they aren't going to multiply. Given that I need the specific UD2 detail, but the rates aren't stored at the specific UD2s, are there ways to manipulate the databuffer multiplication so this will occur at the detailed UD2?Dim Buffer As DataBuffer =  RateBuffer * UnallocatedBufferThank you! 

Hello,  I wanted to post this here since this came up at the Wave Conference in Vegas last week. Below is a snippet you can leverage to pull data from another application via a UD8 dynamic calc. This approach uses the CreateSessionInfoForAnotherApp BRApi to create a session in another application with the current user's credentials which ultimately enables you to execute any BRApi function (such as the GetDataCellUsingMemberScript BRApi) against another application in the same environment. This technique can be especially useful when looking to report on data that lives in two applications (in the same environment) in cube views and quick views.           'define the other application name you wish to connect to - this must be an app that lives within the same environment 'the user must also have access to the application to authenticate to it Dim otherAppName As String = "SomeOtherApp" 'create the session info to the other app and store it globally in mem

Hi All, I am trying to automate addition of FX Rate Types on a button click with some logic.  Inserting values into FxRateType and AuditFxRateType using the below code snippet ------------------------------------ Public Sub AddCurrentFXRate(ByVal si As SessionInfo, ByVal api As Object, ByVal sCurrentOpsName As String, ByVal dt As DataTable)Dim dbConnApp As DBConnInfo = BRAPi.Database.CreateApplicationDbConnInfo(si)TryDim sSQL As New Text.StringBuilderDim sFXRateTypeGuid As String = Guid.NewGuid.ToStringsSQL.AppendLine("INSERT INTO FxRateType(UniqueID, Name, Description,AccessGroupUniqueID, MaintenanceGroupUniqueID, XmlData)VALUES ('" & sFXRateTypeGuid & "', '" & sCurrentOpsName & "', '" & sCurrentOpsName & "','" & dt.Rows(0)("AccessGroupUniqueID").ToString & "', '" & dt.Rows(0)("MaintenanceGroupUniqueID").ToString & "', ' ')")sSQL.AppendLine("INSERT INTO AuditFxRateType(AuditGuid, AuditSeqId, AuditUser,AuditTime, AuditInsUpdateDel,

Hi - Has anyone created entity readdatagroup using the below function  Dim objGroup As Group = Group.CreateEntityReadDataGroup() Any help would be appreciated 

I am trying to return a SQL query in a Data table inside the business rule. But I am Getting the issue: Failed to enable constraints. One or more rows contain values violating non-null, unique, or foreign-key constraints. I tried to remove the constraint. Maybe I am doing it incorrectly or it is not possible.     Dim sql As New Text.StringBuilder sql.AppendLine("Select COALESCE(S.RegisterID,O.RegisterID, W.RegisterID) RegisterID, ") sql.AppendLine("COALESCE(S.RegisterIDInstance,O.RegisterIDInstance,W.RegisterIDInstance) RegisterIDInstance, ") sql.AppendLine("COALESCE(S.WFProfileName,O.WFProfileName,W.WFProfileName) WFProfileName, ") sql.AppendLine("COALESCE(S.WFScenarioName,O.WFScenarioName,W.WFScenarioName) WFScenarioName, ") '''''''''QUERY Continues as below SQL CODE. Using dbConnApp As DbConnInfo = BRApi.Database.CreateApplicationDbConnInfo(si) Dim ds As New DataSet ds.Tables.Clear() ds.EnforceConstraints = False Dim dt As DataTable = ds.Tables.Add() ' error c

Hi Everyone.I want to copy the information from one scenario to another. Currently, I’m using the member formula of the target scenario to transfer the data. However, I first apply a calculate to set the values to zero, followed by a clecarcalculateddata to properly remove the existing information. The issue is that after this step, the copy process doesn’t execute, and the scenario remains with zero values. My code is as follows: api.Data.calculate("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE = 0*(S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE)",True) api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,True,True,True) Dim destinationInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE") '' Create new Databuffer for the results Dim resultDataBuffer As New DataBuffer 'Base Entity at Local If Not api.Entity.HasChildren And api.Cons.IsLoc

Hello, I would be very grateful if someone could offer some direction on fixing the issue of dynamically generated parameters disappearing on a refresh action. When the dashboard initially loads, all of the dynamic parameters render as expect. I have an extender service setting the count of parameters to 2 for each param type (Debits,Credits). These work off two stored member list parameters, par_DebitList and par_CreditList.When the dashboard is refreshed, I lose the _dynamic_2 even though the parameter count is still 2. Public Function GetDynamicParametersForDynamicComponent( _ ByVal si As SessionInfo, ByVal api As IWsasDynamicDashboardsApiV800, ByVal workspace As DashboardWorkspace, ByVal maintUnit As DashboardMaintUnit, ByVal dynamicComponentEx As WsDynamicComponentEx, ByVal customSubstVarsAlreadyResolved As Dictionary(Of String, String)) _ As WsDynamicParameterCollection Implements IWsasDynamicDashboardsV800.GetDynamicParametersForDynamic

Hi I am trying to understand the event handlers to see if we can leverage them to improve user experience and put some controls around recurring issues.   But the documentation is not helping. I think I figured the events in general and when they execute but can someone please explain the purpose of "Is Before Event", "Can Cancel", and "args.Inputs(x)" Thank you in advance, PM  

Hi, I have a requirement from business that, want to restrict the roll-up in the entity dimension. for ex: i have Top entity, and all the members underneath are rolling up to Top, but i want to restrict one entity (ex: entity A) not to roll up for particular users which are part of group A.So, when Group A users retrieve the data at Top entity, he/she should see the total number except restricted entity(entity A) and all other can see the total numbers including entity A at Top. is there any way to restrict the roll-ups based on security.Thanks in Advance.any suggestions please, Appreciate your help. ThanksSatish P

Hello,  Currently we are working on a forecasting model, and we would like to be able to use the spreading process inherent in OS.  Is there away to use conditional formatting or an XFBR to set a column of values to be flagged automatically based on the comparison between a parameter and the column member?  Specifically, I am looking to have the first or first two periods of the quarter set as flagged so they can be excluded from the proportional distribution based on when the users are completing this forecast. Thanks,

Good afternoon, I'm trying to pass through formatting from one cube view to another.  The 2nd cube view is a dialog pop-up in a dashboard triggered by a selection changed event. So far I've been able to determine destination formatting based on Cell POV dimension members of the cell "clicked" but I'm hitting a snag on dynamically calculated cells (column is Actual versus Budget % for example).  The Cell POV dimension members are the same with the only difference being a "GetDataCell" at the end. I haven't figured out a way to retrieve what, if anything, is in the "calculation script" for a cell intersection.  Or if there's a way to retrieve the row and column names for a cell intersection at the time of a click? Looking for any guidance possible. Thanks, Brandon

Hello, I'm writing a confirmation rule that is a specific few cells are blank or if these cells are not 0 that the confirmation rule passes. I got the 2nd part to work fine, but when the cells are blank I'm having an issue. Can someone help me with my code and what I might be missing or need to change? Dim EntityName As String = api.Pov.Entity.Name.ToString Dim WFYear As Integer = api.Time.GetYearFromId(api.Pov.Time.MemberId) ' Retrieve amounts for each account Dim AccountPPEICSaleAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#0710:F#PPE_ICSale:O#BeforeAdj:I#None:U1#00:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_FORM:U8#None").cellAmount Dim AccountADICSaleAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#Local:S#Actual:V#Periodic:A#0771:F#AD_ICSale:O#BeforeAdj:I#None:U1#00:U2#DEF:U3#L_UNA:U4#None:U5#None:U6#None:U7#USGAAP_FORM:U8#None").cellAmount Dim AccountPPEICProceedAmount As Decimal = api.Data.GetDataCell("Cb#Consol:C#

Hi everyone,Does anyone know if there's a specific method to be able to run Quickviews using a Business Rule? Trying to understand if OS is capable of doing something like that. Presumably, what I would like is to execute a dashboard that would allow me to see one, just seeking for some ideas on this topic.Thank you!

Hi,   Without entering into the discussion of whether this is a best practice or not. During some HFM replacement, we have seen occasionally that request being raised. So, is it possible to prevent a force consolidation to run on locked entity / period whilst making it run for the unlocked ones ?   Aymar

Hello, I have following two cubes in onestream: Volumes Detail All the cube dimensions are the same except for UD1. For volumes, UD1 cube dimension is VintageDim and for detail its FunctionTotal. I am trying to copy data from "Volumes" cube to "Detail" Cube through a Business Rule. I am running this business rule from Data Management Step. The rule runs perfectly but it doesn't copy the data. I don't get any error too. Please can someone help to understand the issue? Public Sub CopyData()      Try         'Define the source and target information Dim sourceCube As String = "Volumes" Dim targetCube As String = "Detail" Dim sourceScenario As String = api.Pov.Scenario.Name   '1. Pull data from the source cube (Volumes) 'Using a formula to capture the desired data unit Dim sourceDb As DataBuffer = api.Data.GetDataBufferUsingFormula($"Cb#{sourceCube}:S#{sourceScenario}:A#Product_Sales")   '2. Convert the data buffer to match the target cube's d

Hi Is there any way to access system tables from third party tools like ex:Sailpoint etc to add/remove users or groups. Thank you in Advance, much appreciated. Thanks Satish P

Hi,I am calling a Business Rule (BR) in a Cube View using XFBR as follows:XFBR( BR_ParamHelper, FunctionName, WFname = |WFText2|, SelectEntity = |!WF_AssignedEntity!|, Time = |!Time!| )Inside the BR, I parse the year from Time to control flows:Dim wfYear As Integer = 0If args.NameValuePairs.ContainsKey("Time") Then    Dim POVTime As String = args.NameValuePairs("Time")    wfYear = CInt(Left(POVTime, 4))End IfIf wfYear >= 2026 Then    ' Remove  flows for specified entitiesElse    ' Keep historical flowsEnd IfProblem:When I log POVTime or wfYear, it always shows 0001-01-01, so my logic for removing ENT/EXIT based on the year never triggers.What I have tried:Verified the Cube View POV is correctly set.Passed Time = |!Time!| from the Cube View XFBR call.Logged args.NameValuePairs("Time") — still returns 0001-01-01.Question:Is Time = |!Time!| the correct way to pass the POV period to a BR?Is there a difference between |!Time!| and |!POV!| or T

Is there a way to create a FXRateType from a Business rule?FXRate types (average rate, closing rate...) are used to set FX rates in addition to Time, source and destination currencies.In addition to default FXRate types, new ones can be added:Is it possible to create such FXRate types by business rule?Indeed, by business rule (with BRAPI.Finance.MemberAdmin.SaveMemberInfo), we can create a scenario, set parameters, set an existing FXRateType for P&L and for BS, but I've not found how to create a new FXRateType that could be used for this scenario.

I'm hoping someone can verify behavior I'm seeing when trying to copy files between folders in File Explorer.  I'm able to move files between Application Database and Application Database folders, File Share to Application Database, but not Application Database to File Share (DataManagement / Subfolder). Is that expected behavior?  At first I thought I had an issue with the Business Rule but now I'm starting to suspect that you cannot pass a file from Application Database to File Share? Thanks, Brandon