Rules

Hello, This is in reference to accepted code sample posted for adding a dimension member through an Extender Business Rule. https://community.onestreamsoftware.com/t5/Accepted-Code-Samples/Extender-Auto-Create-Member/ta-p/6921 SaveMemberInfo Want to understand which tables are impacted by execution of the routine SaveMemberInfo. Does this make entry to the following tables? Member MemberDescription MemberProperty Relationship RelationshipProperty Please mention if I have missed some table here. Also, the article says that audit information is not stored with this save routine. Kindly confirm if below are the audit tables which should have the relevant details: AuditMember AuditMemberDescription AuditMemberProperty AuditRelationship AuditRelationshipProperty Would like to understand in general what information do below tables store? AuditParserDimensionAttributes AuditParserDimensions AuditParserLayouts  

Hi All, Is there any utility rule available which helps to take backup of all the components of the application? This can then be scheduled to take daily/weekly application back ups.  Any leads would be appreciated.  

Hi All, I have a requirement to open a web URL(it is a field in the table) in users default web browser. Current solution: I could do it using the "web content" component in the dashboard. I am capturing the field in a literal parameter and then using it in the web content component to display in a dashboard. It works.  Issue: Dashboard opens the web page in the dashboard window but does not render it properly. The component is pretty basic and does not have any option to customize it. It could be that it is using some costume inbuilt browser type component to display it and may not support all web page components require to display it properly. Looking for: A simple way to open the default browser in the business rule. I am sure there will some VB function which can do it but could not find it yet.  has anyone ever done that? appreciate any help.   

We would like the ability to auto consolidate 2 other constant ex rate scenarios once we have consolidated the main Actual scenario.  We want to retain the ability to consolidate the main Actual scenario in isolation also i.e. we don't want to consol all 3 scenarios every time. What would be the best way to do this?

Is there a way to export the Transformation Rules into an Excel file? 

Hello All, Could someone guide on how a system business rule is triggered? As part of automating some daily tasks, we intend to automate addition, deletion of metadata members through a system business rule. Is the process similar to triggering extender rules? Any leads would be appreciated. Thanks  

Statement: I can run any business rule in the business rules section in order to test it. Question Credit:  Chris Bielinski   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

Is there any documents for Entity Aggregation ?

HI All, I am working on script to copy data from one channel member A to channel member B (New member),  requirement here is to copy Actual, planning and forecast data. After data copy Member A become parent and Member B become children for Member A. As per my knowledge this can be achieved with below mentioned options. 1.  Right custom script copy data from Member A to Member B.  2. Export data from Member A and load back into Member B. apart from this are there other ways like mentioned below. 1. What will happen if I rename Member A to Member B, is this work ? I mean data move from MemberA to Member B? 2. Post creating member B, is there any workaround to map Member A data to Member B by changing reference back end tables? Thanks, Sandeep

I have a extensibility rule which copies and adjusts rates in modeling scenarios. Works fine for Administrators, but I would need to get this working also certain divisional users, which do not have the Manage FX rate role (as per now). To my understanding the rule is not able to update the rates since the session info contains user which does not have Manage FX rate role. Is there any way of getting around this, other than granting the Divisional users the Manage FX rate role, which would give them access also to certain rates that they should not be able to adjust?

Hi , I am trying to write a statement similar to below in a Finance business rule. This copies all data for source scenario to target scenario for Base accounts under a specific node  and some additional filtering. This works fine when both Scenarios are of type Forecast. However for Actuals to Forecast it is not working and this is because our Actuals are extended and uses a deeper granularity than forecast type scenario ( which uses a summarized granularity). I have seen O/S snippets and article that we use a convert data buffer command to make this copy work , but unable to find the exact syntax which can help me to also filter accounts and other dimension as shown below.   api.Data.Calculate("S#" & Target & " = S#" & Source & ", V#Periodic" ,"A#GMACM.Base" ,,"O#BeforeAdj.Base","I#None",,,,,,,,,AddressOf onEvalDataBuffer,,True)

Hi All,  in OneStream 6.x some functions in Business Rules became Obsolete. One of them is the BRApi.Database.GetCustomDataTable where the initial script required a string as CriteriaExpression but now it requires a list of dbWheres. That part I fixed. There are also functions that are not available anymore like: 1) Warning at line 418: 'Public Shared Overloads Function CreateSubstVarSourceInfo(dbConnFW As DbConnInfo, dbConnAppOrFW As DbConnInfo) As SubstVarSourceInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. The SubstitutionVariablesHelper is not available anymore.   Has anyone an alternative to this function (often used in MarketPlace solutions)?         'Create DBConn Infos (Only Used for EngineIfStatement Expression Processing) Using dbConnFW As DbConnInfo = BRApi.Database.CreateFrameworkDbConnInfo(si) Using dbCon

Hi, this might sounds like a stupid question to the more experienced people in the community, but how do I refer to the workflow variables from within an extensibility business rule? These 2 lines of code are of course not working: Dim sScenario As String = |WFScenario|Dim sTime As String = |WFTime|   Any hint? Thank you  

Hi, I have built a Finance business rule that users a data buffer to identify base level UD1 members with data at a specific intersection and sort the results. The user is prompted to select a parent level Entity and that is passed to the BR and used in the buffer.  Note:  The BR is called from a Cube View. What I need to do next is take the parent level Entity that the user chooses, pull in a list of base level Entities under that parent, and then loop through my data buffer for each of those base Entities, and then add the base UD1's to my list if they meet the Text# conditions I check for.  How do I go about calling the base level Entities member list and pass them in one at a time into my Data Buffer so it loops through them? Thank You

Hi all,  is there a way a flip sign can be applied to a mask account mapping that contains a complex expression? See screenshot below (partly), the customer created nearly 4000 lines of code in here.     

Hi All,   I'm looking for documentation on best practice to write and NCI calculation? If anyone could point me in the right direction that would be greatly appreciated.   Cheers!

I was asked today, 'Am I correct to think that Databuffers do not return Null/Blank cells and therefore you don't need to check whether the cellstatus is Not NoData?' The full data unit is in memory and Time is part of that.  The system needs it in memory so it can figure out impacts to the whole year.  When you can a data unit for a month you are calling only part of the full data unit. For future period the data will be there, but not in the prior months.  If the data was there in Jan, but not Feb - Feb would be derived zero. Only because period is part of the full data unit, it is possible that you could have a value in Feb, but NoData in Jan. In that case when call the Jan data and buffer only Jan, you might think you have a true No Data. That is why we have the function to check. Honestly though, if the value existed in Jan, you probably need to run it for Feb too though. Using Is Not NoData should NOT be a default, you decide if you need it or not.

Hello- I have created a business rule that uses a buffer to bring back UD1 members that have a value against them, then they are added to a list like this: myList.Add(api.Members.GetMember(DimType.UD1.Id, curUD1)) Later on in my code I do a sort Ascending, and return the results back to a cube view: objMembers = (From member In myList Order By Member.Name Ascending Select Member).ToList() I'm encountering a problem with duplicate values in the results.  This is because a small number of UD1 members have activity booked against them across more than one of the entities I am processing. Are there any quick solutions to removes the duplicates in the add to list or sort steps? The only thing I can think of would be to check if the value exists in the list before I add it, but that would require more coding. Thanks

I've extracted the formula file for all metadata formulas,  and have notepad++ installed as my preferred tool for reviewing. What language settings in Notepad++ do I need to use in order to replicate the colour and formatting of OneStream's internal formula editor?

I am passing 2 Entities in the Data unit for Calculation as Entity is different in both the destinations  So what i was expecting is that it will run as a for each loop with both the entities so it will pick enitity1 and then run the Calc and then enitity2 and then run the Calc  what i was expecting was that the order will remain same every time it will run that is Enitity1 then Enitity2  but what is happening is that it is first taking enitity1 and then entity2 but when i run it again it is taking enitity2 and then enitity1 in that for each loop  to solve this i used 2 different DM steps but why it is running like this i want to know  Can anyone explain why it is running like this ?

Is it possible to build a Business Rule (Dashboard Extender) that connects to and updates the Task Scheduler Table without the use of a BRApi?  Our team is currently connecting to the table using BRApi.Database.ExecuteActionQuery.  This function allows users to update the Task Scheduler through a dashboard.  But we would like to find an alternative approach to updating.

Happy end of masking!! We are trying to pass multiple months to: wfClusterPkChild We tried to pass Qtr1.base but we get error message. Any suggestions on how to pass M1, M2 , M3 - which are base level children of Qtr1 ? Here's our code: wfClusterPk = BRAPi.Workflow.General.GetWorkflowUnitClusterPk(si, profileName, scenarioName, timeName) where timename is 2022M1 Dim wfClusterPkChild As New WorkflowUnitClusterPk(profileInfo.ProfileKey, wfClusterPk.ScenarioKey, wfClusterPk.TimeKey) --- where timename is 2022M1 - it works great. However, when we tried to make timename = Qtr1.base, we get error message.   When we try to display using wfClusterPkChild.ToString, we see this "ProfileKey (ffb8c7f5-2cc0-48bb-b483-a2c81cb84875), ScenarioKey (0), TimeKey (2022003000"   wfClusterPkChild= ProfileKey (ffb8c7f5-2cc0-48bb-b483-a2c81cb84875), ScenarioKey (0), TimeKey (2022003000), wfClusterPk.TimeKey = 2022003000 

If each Cost Center is mapped to a single profit center, can that be stored as a Text attribute in the metadata and then referenced in Transformation Rules?

Statement: A parser business rule is commonly used with a data source Question Credit: Chris Bielinski   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   Want more Fact or Fiction? We’ll be hosting a LIVE game show at SPLASH San Antonio! Come participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!

OneStream is the best EPM app for consolidation and everything planning - it is going to kill Hyperion / Essbase !!Does anyone have a sample business rule BR for a column (e.g. K) to Accumulate what is in another column (in Cubeview)?I probably have a written something similar long time ago, but would like to see if someone else wrote a better BR.