Rules

Hi All, I am trying to solve for a circular calculation pass with allocations.  I am using the equity pick up functionality on the entity properties.  It wasn't behaving for me.  In reading the Design and Reference Guide I see is says " When writing formulas, use api.Args.CalculateArgs.HasRepeatCalc and api.Args.CalculateArgs.IsRepeatCalc to determine if the engine is currently running the repeat calculation".   When I look at the sample code for HasRepeatCalc, it just has Dim bValue as Boolean = args.CalculateArgs.HasRepeatCalc.   I am looking for a practical example of how to use this calculation.  Other than that little piece in admin guide, I can't find any other information on it.  Not used in the GolfStream app either.   Any ideas would be welcomed.    

I'm writing a business rule that will extract the original imported TB files loaded at month end for each import workflow (which may have multiple files per period), rename the file with the time, wfprofile, and load time, move all load files for all workflows to one period folder, and delete the individual wfprofile folders autocreated. I've been successful with all of the asks above, except I'm having trouble extracting the filetimestamp to insert into the new filename. I've found the desired FileTimeStamp field within the stagearchivesinformation table where the sourcefilename matches the filename extracted, but not sure how to reference that field...  Any suggestions?   EXTENSIBILITY RULE: Namespace OneStream.BusinessRule.Extender._BR_ExportTBLoadFiles_Period_TimeandWFPublic Class MainClassPublic Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As ObjectTry'DEFINE THE WORKFLOW CLUSTER USED AS THE STARTING

Hello, Is it possible to create a business rule that sends an email with an attachment where the file that is being attached is saved in the application database rather than the file share?

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.

Hi all, We are running "force calculate" step to perform force calculation of 80% base entities  . It runs for 4-6 hours. How to improve performance , any way run this in multi thread/parallel by entity (servers are hosted by OneStream) ? Thanks!

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.

How to improve the business rule performance using Parallel.ForEach() in OneStream. 

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

Hello,   I am requesting some assistance. I am trying to write a business rule that will exclude " 1 account and 1 department combination" from and entire rollup. For example, the all included account that is pulling is A#equip_rev and I am trying to exclude Account#410000, Dep#190 from the rule. Do anyone know how I should right that rule to exclude that account/department combination? Your help and feedback is greatly appreciated. 

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.

Hi. I've created a multiselect parameter where the selection will be passed into another parameter. Param1 -> Multiselect combo box(Eg: Level 2 members selected as "US" and "ASIA") Param2 -> Should be populated based on the Param1 selection(Eg: Level 4 members "NY","PH","AZ" of "US" and "IND,SG,TH" of "ASIA" should be listed) Below options dint work. U1#Root.List(|!Param1!|).Base U1#|!Param1!|.Base Need suggestions

Hello, Is it possible to modify datamanagement job description on the fly ? We want adding more info for monitoring issues.  

Is it possible to create a popup msg in a DM business rule like the msg below (created when 'Complete' is clicked).  The Load button calls a DB business Rule and I need to first check if WF channel is locked or not.  If locked I'd like to notify the user that the channel is locked and the BR is running    

This was posted originally in 2019 and added to Office Hours in 2021. Please See below for follow-up question: Question:  Is it possible to have a historical override for a single account, but for multiple currencies?  If I have an equity account which I would like to have a USD override amount, a GBP override amount, etc.  On the Override account settings, I can only choose 1 currency.  How can I resolve this? Answer Yes, this is possible but on your closing balance Flow member, you will have to use a rule instead of the “Source Member for Alternate Input Currency” property, since as stated in the question, you can only choose one member here. The flow would look something like this: Opening Activity FX Closing This member would have a rule that uses this logic: If base entity and foreign currency then   If currency is EUR, then = Override_EUR   If currency is GBP, then = Override_GBP, etc… End If Overrides (one for each potential currency you

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 OSAdmin  We have a use case where the existing base entity members will be removed from the parent entity and the data of existing base entity member or the parent entity member needs to be copied into the new base entity that will be created under it, is there a way we can achieve this within cube through Business Rules or Data Mapping after metadata updates are applied and without asking users to update/adjust manually  The above can happen with multiple parent child combinations.   Before Metadata Change Hierarchy A (Parent entity) - Data - 40      A1 (Base entity 1) - Data - 30     A2 (Base entity 2) - Data - 10   After Metadata Change Hierarchy A (Parent entity) - Data - 40      A3 (Base entity 3) - Data - 40 Orphans     A1 (Base entity 1) - Data - 30     A2 (Base entity 2) - Data - 10   Thanks, Vishal Pai

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)