Rules

I use an xfbr in my CV based on rules. In the scenario dimension we have put text into the Custom Settings (Text1). What is the syntax to get the Scenario Text1 into the case string (Bold)? Also is it possible to incorporate this into the time frame with :Name(etc...xx). If args.FunctionName.XFEqualsIgnoreCase("GetSCenario") Then                                                           Dim curScenario As String= args.NameValuePairs.XFGetValue("curScenario")                                                            Dim curMonth As String = Right(CurScenario

My source file has a column that contains both, account name and account description. The account names are either 4, 6, or 7 characters and there is a dash (-) in between the name and description (see example below). I'm trying to extract the account name but I have not had any luck with the In String function. Any suggestions?   Account Name and description: 123456 - Cash 2345 - Accounts Payable 3456789 - API Function in Excel: =LEFT(A1,FIND("-",A1)-2))

Hello, Please share a reference for adding a relationship between dimension members via Extender rule. I am trying to add new members via Extender rule, the member gets added as an Orphan.  I have tried using SaveRelationshipInfo by passing Parent Member ID, Sibling ID and the new member ID, The IDs being passed are correct, but still the new member gets added as an Orphan.  Current code which I am trying for adding relationship:     Public Sub AddRelationForNewCurrentRate(ByVal si As SessionInfo, ByVal api As Object, ByVal objPriorMemberInfo As MemberInfo) Try Dim objUtil As New OneStream.BusinessRule.Extender.EQUIP_Utility_Helper.MainClass(si) Dim sParentMemberID As String = String.Empty Dim sNewMemberID As String = String.Empty 'Get Parent Dim objParentMemberInfo As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "RevSummaryAccounts", "A#[" & Sibling & "].Parents", True) If Not IsNothing(objParentMemberInfo) And

I am building a BR and kicked it off from the BR editor panel. It is stuck in an infinite loop. Is there any way to abort it?

Hello, In another post user KarlT suggested the use of the UD defaults available for UD1.  I manually updated members, and the functionality is exactly what I need. I need to update the field through a data load.  UD1 members (Projects), will always have a single UD4 value.  In the current TransformationEventHandler rule I am updating text fields in my UD1 members.  I thought I could just duplicate the code an update UD4Default.  However it is not working.  I know it is trying to update the UD4Default value, because if I manually assign a value, it gets cleared when I load. My 2nd thought was that since it is a member selection and not a text field I needed the member id.  Which is my attempt below.  Any thoughts or suggestion? 'A3 is the department (UD4) example 189 'UD1Attr1 is the project (UD1) example 14123 'D1_Defaults MembersDim DeptId As Integer = BRApi.Finance.Members.GetMemberId(si,dimtypeid.UD4, A3)Dim UD1Dept As MemberInfo = BRApi.Fina

Hi all! Having a copule of questions about consolidation method input and storage:  - Could you please advise on any way to input consolidation method, except changing it directly in Application-> Entity Dimension -> Entity member property? - Why the consolidation method property, when retrieved through the Cube View, is seen only at C#Share level? The consolidation method account is a DynamicCalc member one, and there is no any restriction on the level of consolidation it should be calculated on fly: Select Case    api.Entity.OwnershipType()Case ownershiptype.FullConsolidation    Return 1Case ownershiptype.Holding    Return 2Case ownershiptype.Equity    Return 3Case ownershiptype.Custom1    Return 4Case ownershiptype.Custom2    Return 5Case Else    Return 0    End Select       

Is it possible to dynamically set the Bound Parameter of a Supplied Parameter? I have tried to use and xfbr rule to do this but the supplied parameter but this does not work.

Hello - I am am trying to produce the parent for an entity under Gathering_Processing segment node. However, because this entity is shared, the parent entity returned by the VB below is not the one I need. The parent returned is RRC_STXGasUtility which is flat hierarchy and includes the entity in question. Can you please advise?   Dim ggpelimftr As String = "E#Gathering_Processing.Descendants"Dim ggpList As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(api.pov.EntityDim.DimPk, ggpelimftr, Nothing) For Each ggpe As MemberInfo In ggpListDim parentIdstring As String = String.EmptyDim ParentList As List (Of Member) = api.Members.GetParents(api.Pov.Entitydim.DimPk,ggpe.Member.MemberId,False)Dim ParentMember As String = ParentList.First.ToStringDim ParentArray() As String = Split(ParentMember)parentIdstring = ParentArray(2).Replace(",", "")parentId = Convert.toInt32(parentIdstring) Next

Hello,    I am trying to create a hierarchy for cubeview reporting that is based on a series of metrics that are extracted from the Journal Line Item application database table.  The metric is based on one half of the JE, but it is only applicable if a specific account is used as the other half of the JE.    For example, if I have two journal entries, one using accounts A & B and one using A & C, I need the data from account A, but only for the first entry because the other half of the entry was to account B.  Because the second entry used account C I don't want that value captured in the metric.   I have been able to compile the SQL extract for this, but was wondering if there was a function in the business rules that would allow me to populate a dimension member, similar to a Finance member rule or api.data.calculate.getdatacell, that could be used in a loop, based on the row values extracted, each row being a combination of dimension base m

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? 

Is there any function or SQL to identify the newly added member in OS ? Ex - If I added an new account and I want to check whether the data was loaded to that new account ?   Thanks  

Hi, I have an account member A#salary which is being computed using BR1 in CV1 and I need to use the computed value in another CV2 using BR2 to compute account member A#61000101. Tried as below: api.Data.calculate("A#61000101:U2#Staff:U4#None:U1#7330:O#BeforeAdj = A#Salary:U2#Staff:U4#None:U1#7330:O#Top") Remaining dimensions is all same between two. Kindly advise.  

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!

Hi all! I need your help with a finance BR. I have a Budget scenario with different versions children members (ex: Budget, Budget_v1, Budget_V2, etc.) Right now my script goes like this:  Dim isBudget As Boolean = api.Pov.Scenario.Name.XFContainsIgnoreCase("Budget") If isBudget  Then I am trying to find a script where I don't use "Contains", as if new scenarios are created in the future, the word "Budget" will always need to be apart of the member name, which is not ideal. Any suggestions how I can call the children members of Budget? Thanks

Hi All!   I want to implement a Data Management that read and modifies data from the cube. The only problem is that the rule type Extensibility Rule does't have the option api.Data to be able to acces to the data from the cube. I'm tring to create a Finance rule that is called by an Extensibility Rule. Here is the example: But I get the error: 1) Error at line 33: Value of type 'ExtenderArgs' cannot be converted to 'FinanceRulesArgs'. ¿Can I call a finance rule directly from a dashboard or from a data management? ¿Is posible to call a Finance rule from a  Extensibility Rule like I'm tring to do? ¿There are some Imports that I can use to be able to use api.Data in a Extensibility Rule?   Thank you! And hope that this helps some people!

I'm looking for an option to mass delete members marked as ORPHANS in a dimension, I tried few options but if there is any data in the application for any of these ORPHAN members the delete fails Wanted to know if there is a work around or another way to achieve this & also to know if we can delete member without clearing the data

For Entity transformation rule, we want to build logic so that Source entity looks at its parent entity in one of our entity hierarchy in OS dimension, read and then map to the parent entity text8 assignment, then map to that entity the text8 assignment. How can we setup logic for that? 

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 there, I wonder if anybody knows how to access dashboard combo box selection from SaveDataEventHandler? I was able - through BRApi - to get the parameter assigned to the combo box (with the entire member list in it), but not the actual selection. I think this is possible from Dashboard Extender BR, but not Extensibility. I would appreciate any tips & advises. Best,Karol

Looking to start using the View txt fields (Annotation, Assumptions…) and understand that there is no natural way to have that information aggregated/consolidated up. I am told that a BR is needed to do this. Just checking to see if this is correct and if anybody has had success in this getting it to work. Ideal use would be for our regional leaders to be able to see summary comments on specific line items that we report on.

Hi I'm trying to get the current pov - cube and entity - within a member list (i'm using for selection as drop-down). Unfortunately the api.pov.entity.name is in this case not returning the wf pov, but the cube pov. The args.SubstVarSourceInfo.WFCubeRoot doesn't work as well. Any ideas? Thanks Jana

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

Hi, I have a u8#memberformula that I am trying to use for the first time - to format the background color of a cell. I know that setting  BackgroundColor = pink will cause the cell to turn pink. BackgroundColor = u8#memberfomula my u8#memberformula has only one line: Return "pink"  For unknown reason, 1S is not formating my cells pink ??(I assume the text "pink" is returned by u8#formula) I know my formula is executed by 1S because I put a debug statement in there and it is showing in Error Log that my formula is executed .