Rules

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?

Hi all, Is there any way to automate workflow creation and step renaming using business rules ? Can someone provide an example please.  Thanks for the help.

Hi Team, Could you please let us know if it's possible to use the function math.pow in a databuffer? and if yes, which is the correct syntax? As for example Dim resultDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("Math.Pow(($sourceBufferMonthlyRate),$sourceDataBufferResidual)") or maybe in a api.Data.Calculate function?  Thank you in advance! Giorgia

Hi, Does anybody have a example of an business rule to import data from Sage with an API?  

Hi everyone, I need to retrieve the account name from a certain line in a cube view in an XFBR rule.  So, it boils down to the need for an api.Pov.Account.MemberId XFBR equivalent.   Is there anyone that can help me with this issue? It seems so simple but I cannot figure it out. Thanks! Floris

OS Version 7.3.3My files are stored in a Named Workspace, "Finance WS"I want to open a file stored in Finance WS.  How do I get the workspace guid to accces the file? Dim guidWs as Guid = ???BRApi.Dashboards.FileResources.GetFileResource(si, False, guidWs, strFilename)

1. I am trying to export as trx for the derivative rule with a business rule in it. 1a. Once it exports, the exported file doesnt have the business rule name in it. (OR)2. Exported the rule as xml via application export and then opened it in the excel file as XM table. However, once i add rows below it and then try to export the file -> It says cannot export.   How to insert multiple lines in the excel and get tehm exported as xml for onestream input ?  

Hi, I have a matrix data source matrixed on Account.  Sample below.  One of the Account fields is a Date that I need to convert to a Long to store.  I can do the conversion but not sure how to target the value to convert when in a matrixed data source. If it were a delimited data source I would use: Dim sDateField As String = api.Parser.DelimitedParsedValues(6).  Is there a way to identify the value in a matrixed data source? thanks Greg Code1 Entity Account1 Account2 Account3 Test1 Entity1 1/1/24 0.025 0.5 Test2 Entity2 5/1/24 0.025 0.5 Test3 Entity3 3/1/25 0.025 0.5

If an API and a BRAPI accomplish the same action, like returning a text field from an account, a developer can use either without consequence in a Finance Business Rule. 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 All,We're running into a few problems with an existing BR that is used to change the state of the current workflow. The current BR is used in the admin workflow & we haven't encountered any problems, however when end users attempt to run this rule on a child workflow, they receive the error message below.Business RuleIf args.FunctionName.XFEqualsIgnoreCase("WorkflowStatusUpdate") ThenDim strChangeType As String = args.NameValuePairs.XFGetValue("ChangeType")Dim selectionChangedTaskResult As XFSelectionChangedTaskResult = Me.WorkflowStatusUpdate(si, strChangeType)Return selectionChangedTaskResultEnd IfWhen an admin progresses the workflow the end users are able to execute the subsequent steps to complete their workflow. Is there something I'm missing in the current rule that needs to be changed or is this an issue with our security setup?Thanks,

I am trying to figure out how to share a structure between OS BR files. In an Extender BR file named ExtenderBR I have:   Public Structure MyStruct Public Element1 As String Public Element2 As Boolean Public Element3 As Integer End Structure Public Function MyFunct1() As String Return "" End Function Public Function MyFunct2() As MyStruct Return New MyStruct End Function   In my Finance BR file, I include the BR\ExtenderBR from above and include a line   Dim ExtenderBR As New OneStream.BusinessRule.Extender.ExtenderBR.MainClass Dim xx As String=ExtenderBR.MyFunct1() 'This works ExtenderBR.MyFunct2() 'Generates error, as the Finance rule doesn't know about the custom Structure   Any thoughts how to share MyStruct across multiple OS Business Rules files?

Hello, I am trying to create a FX Scenario - Acutuals at Prior Year Rate. I know i can use Constant Year For FX Rate and assign the year from which OneStream will pick Actuals rate in this case. But i dont want the user to be changing this property every year. My approach is to set "Translation Algorithm Type" to "Standard Using Business Rules For FX Rates" and create a custom translation for that specific scenario "Actuals at Prior Year Rate".  Does anyone has the logic to translate the scenario using Actual Exchange rate tables switching one year back from the POV being translated?

Hi, I have an application DB table with a date column and I am using the LoadCustomTableUsingDelimitedFile function to load a CSV file to the table. The xfDateTime# token is assigned to the column in the LoadCustomTableUsingDelimitedFile  function. The dates in the CSV file are in the dd-mm-yyyy format. However, the LoadCustomTableUsingDelimitedFile function assume the dates are in the mm-dd-yyyy format. Data is loaded but when querying the table using the Month() SQL function for example, the day is return instead. Is there a way to make sure LoadCustomTableUsingDelimitedFile  knows the date column in the data file is in the dd-mm-yyyy format? Thank you

Hi, We have a cascade entity structure, where one of the sub-elements consolidates up to a certain period, and after that period the other begins to consolidate. Entity A1 has an investment in Entity B11. Consolidating 2019M12, the application calculates an elimination of consolidated reserves in both parents Entity B1 & Entity B2, regardless of the fact that Entity B2 does not consolidate until 2022M8. I would like to know if anyone else has had a similar problem and has been able to solve it. Thank you, Sara

In a Spreadsheet (TableView) business rule, I am trying to reference the view created during the load of a BiBlend Star Schema. In our case when I create the BiBlend Star Schema tables, I also see that a view is automatically created that links the dimension tables to the fact table. I would like to read this view as my datasource for my table view. I added the line the following line:     sql.AppendLine("FROM vBIB_OneStreamDevelopment_COPA_AnalysisImport_COPA_BiBlend_2023M6") When I open the Table View in the OneStream spreadsheet I get the error message "Invalid object name 'vBIB_OneStreamDevelopment_COPA_AnalysisImport_COPA_BiBlend_2023M6'. I can read this view using a Data Adapter without issue, but when I embed in a Table View rule I get the above error.

Hello OneStream Experts, Our consultant team has build custom Seeding dashboard for us to seed data but I would like to add confirmation before my admins click on seeding button to make sure they got source and target right.   Do we have anything in OneStream where I can have msgbox or some kind of message to double check source and target section?   Saurin

Hello, I'm attempting to leverage the UD8 Compound Annual Growth Rate (CAGR) business rule as a dynamic calculation.   The formula works great on most intersections, but I keep getting this error message on certain intersections: --> Unable to execute formula for member 'xxx'. Value was either too large or too small for a Decimal.    Does anyone know what is causing this our how I can overcome?  Even a single intersection error wrecks my cubeview presentation as you can see with the attached image.   I'm able to recreate the math in excel and the result doesn't seem unwieldy, so I'm not sure how to resolve.    Thanks, SeanUD8 CAGR Business RuleError Message being thrownMath - highlighting intersection with error via a QuickView  

The below finance rule will sort the members in my case it is entity and it will take the parameters in the Cube view. '*******************************************************************************************************************'Parameters in the Cube View'E#Root.CustomMemberList(BRName=MemberSort, MemberListName=AscEntSort, Memlist=E#[Legal].DescendantsInclusive)'********************************************************************************************************************         Dim Memberlistname As String = "AscEntSort" Dim MemberListstart As String = args.MemberListArgs.NameValuePairs.XFGetValue("Memlist",Nothing) Case Is = FinanceFunctionType.MemberList If args.MemberListArgs.MemberListName = Memberlistname Then Dim objMemberListHeader = New MemberListHeader(args.MemberListArgs.MemberListName) 'members into the list Dim objMemberInfos As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(

Is it possible to calculate slope, Correll and Intercept for a given factors vary by 12 periods using OS Finance Rules? If so, what are the libraries, I need to Import? Appreciate any suggestions how I can implement this in OS.      

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

After validating data in the XFSqlTableEditorSaveDataTaskInfo.EditedDataRows property collection, if a record fails validation, I set the XFSqlTableEditorSaveDataTaskResult.CancelDefaultSave property on saveDataTaskResult = True and return it.  SQL Table Editor still saves the data.  Same if I set it to False.  Am I missing something?Code:         For Each xfRow As XFEditedDataRow In saveDataTaskRows isValid = validationHelper.IsValidDetails(xfRow) If (Not isValid) Then saveDataTaskResult.IsOK = False saveDataTaskResult.Message = $"{saveDataTaskResult.Message} {Environment.NewLine} {validationHelper.validationMsg}" saveDataTaskResult.ShowMessageBox = True 'SQL Table Editor still save the updates 'regardles whether this Is True Or False saveDataTaskResult.CancelDefaultSave = True Exit For End If Next Return saveDataTaskResult              

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?

Curious if anybody knows how to accomplish something I am trying to do.  We have a few DM jobs that are pretty intensive that we run over night and once that job runs it seems like the server it ran on gets bogged down and eventually that server turns red, stops responding and jobs get hung up.  What I would like to do is add another step that says once my big DM is done restart that server but I don't want to force restart it in case a user is currently running on that same server.  So I want to do something similar to what happens in these "recycling" options so that once it gets to the recycle server step in the DM job it stops accepting new jobs and waits until all current jobs are done running then restarts that server.  Curious if anybody knows how to accomplish this or something similar that would fix my issue.