Rules

I came across this piece of code today:If (((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) And api.Cons.IsCurrency())I'm guessing the last statement is to be sure that your Cons dimension POV is not on a "non-currency" member such as Elimination.  Have I guessed correctly?  And if so, then wouldn't this already be accounted for in the api.Cons.IsLocalCurrencyForEntity condition?If I haven't guessed correctly, then my question is what does this condition check for? 

We have a Fcst BR that copies from a support scenario into our main Fcst Scenario.  Our issue is that it will still overwrite data in the main scenario even when that scenario's Entity is certified.  How do I prevent BR's form updating data that is certified.  We had closed/certified our Fcst and then someone not aware was in a form that allowed them to update this supporting details scenario and saved which then updated the Fcst scenario. Is this something that can be managed on the Scenario setup - ie not allowing changes when certified or is this a type of loophole with BR's I have something similar I do for data loads where I check the status of the WF before running an automated Import/Validate/.../load process.  in this case I am trying to prevent a ton of error messages when it gets to the load steps and finds the entity is certified.  Would there be logic that could check the status of an Entity vs. WF that I might be able to insert into my BR.

I am looking to upgrade from 7.1 to 8.  In the process of compiling dashboard extender rules, I get the following warning message.Warning at line 50: 'Public Overloads ReadOnly Property TaskInfo As XFSelectionChangedTaskInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions.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. Use SelectionChangedTaskInfo instead.'. Question.  Is there an alternative syntax that will achieve the same result?  As best as I can decipher, the code in question (below) is to retrieve the value from the bound parameter LastActMonth_BDA into a new variable titled newLastActMth.Dim newLastActMth As String = args.TaskInfo.CustomSubstVars("LastActMonth_BDA")

I would like to use a parameter value in a KPI in my API_Calculate business rule. I have a literal value parameter and we will change the default value ahead of time to control which formula runs. I'm trying to pull the current default value with the following: Dim param As String = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si, False, Nothing, "myFlag") When it gets to that line it throws a "Object reference not set to an instance of an object".  Any ideas?

Hi Folks,I need to retrieve all cube root workflow profiles in the first parameter. Upon selecting a particular cube root workflow profile, all its related workflow profiles should appear in the second drop-down list of the combo box. Likewise, there is a third combo box for the current workflow year and time. What can be the Dashboard Data Set for this?Thanks 

I'm currently trying to export the account dimension members and their properties through a csv file. I can get all the properties necessary, but I can't get the "Account Type" property through the extender rule.  I'm currently using Account_Type= Brapi.Finance.Members.GetMemberInfo(si,dimTypeId,stkItem.Name,True,Nothing,MemberDisplay).Member.GetType.FullName , to get the account type in columns but it isn't returning the correct account type of the member and instead returning " OneStream.Shared.Common.Member " in the columns.

Hello, I have an account that is calculated via a business rule. I don't want end users to input into the account manually. If I set the account to allow input = false, will my business rule still be able to input data into the account? Or do I need to leave it set to allow input = true, but make sure every cube view that uses the account does not allow manual input? Thank you.  

I using UD8 to call master data of entity. Other master data is work, but there is issue when I call entity parent. Seem like the business rules is not working. Not sure where the missing part. If api.View.IsAnnotationType() Then     ' Dim EntityID As Integer = api.Pov.Entity.MemberId   ' 'Return the Account name setting for this text-based View member '' Return api.Entity.GetLocalCurrency(EntityID).Name ' 'Dim ParentId As Integer = api.Pov.Parent.MemberId '' return api.Entity.par ''Return api.Pov.Parent.MemberId.ToString 'Dim objList As = BRApi.Finance.Members.GetParents(si, dimPk, entity, includeRootMemberInResult, dimDisplayOptions) 'Dim oblist2 = BRApi.Finance.Members.GetParents() 'Dim ParentId As Integer = api.Pov.Parent.MemberId ' Dim ParentName As String = api.Members.GetMemberName(DimType.Entity.Id,ParentId) 'Return ParentName 'Else   '    'Return a NoData Datacell '    Return api.Data.CreateDataCellObject(0.0,True, False) End If

Hi,I try to get the data unit information of different DM steps, such as Calculate, Copy Data, Reset Scenario, Clear Scenario, Custom Calculate. For a regular "Calculate" I'll get the information viaPublic Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataManagementEventHandlerArgs) As Object            Dim sbLog As New Text.StringBuilder            Try                Dim returnValue As Object = args.DefaultReturnValue                                Dim dmStepMetadataInfo As DataMgmtStepMetadataInfo                If args.OperationName = BREventOperationType.DataManagement.ExecuteStep    Then                    dmStepMetadataInfo = DirectCast(args.inp

Hi community,I have an issue where i have a member list tied to a bound list. The bound list uses a SQL query to get the top member of a given dimension. I have this bound list tied to a supplied parameter that I have attached to a dashboard. The issue is that when I run the dashboard, it is not triggering the bound list, even though i am using the supplied parameter. If I remove the supplied parameter and run the dashboard, it prompts me with the bound list parameter showing the value i want to return, and thereafter, when i put the supplied parameter back it works. It seems like the system needs to trigger the bound list first, but I haven't found a way to do so yet. Any thoughts? 

I am not sure how to get the OData Link    

Hello,  I already have a data file for cost centers and their Default values, but now I need to include the before and after changed values to the cost center member.  I found this code:  Function GetRelationshipChangesForTimeSpan(ByVal api As Api, ByVal dimensionName As String, ByVal startDate As DateTime, ByVal endDate As DateTime) As List(Of RelationshipChange)    ' Initialize a list to store relationship changes    Dim relationshipChanges As New List(Of RelationshipChange)     ' Use the API to retrieve relationship changes    relationshipChanges = api.Data.GetRelationshipChanges(dimensionName, startDate, endDate)     ' Return the list of changes    Return relationshipChangesEnd Function How can I tell what data it's actually returning, what columns? Is there a better way to do this? Any help is greatly appreciated! Thanks!   

Hi, I came across an update function in the business rules for ExecuteCustomCalculateBusinessRule Previous function (still in use) : BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si, brName, functionName, nameValuePairs, timeType) New function for workspaces : BRApi.Finance.Calculate.ExecuteCustomCalculateBusinessRule(si, workspaceID, brName, functionName, nameValuePairs, timeType) We can indeed at least in version 8.5 create Finance Custom Calculate Services : However, these don't use any business rule name, hence my confusion ? How do we execute a custom calculate service which is currently within my workspace assembly services ? Or should it be used in a different way ? Regards,

In the example code for the Dynamic Dimension Service there appears to be a subtle bug which will affect refresh of the dimensions.ReadDynamicDimensionInfo(...) returns DateTime.Now:' This api method will build the required object, straight from an SQL query. Return api.ReadDynamicDimensionInfo(si, args, DateTime.Now, numSecondsBeforeCheckTS, _ dbConn, sql.ToString, Nothing, Nothing, _ "Name", "Description", "UniqueID", "Name", "Parent", "ParentID", "Parent", "AggWeight", True)BUT ReadDynamicDimensionContentTimestamp sets the Timestamp as DateTime.UTCNow:'Refresh once per minute (note: frequent refreshes such As one minute could degrade performance). Dim utcNow As DateTime = DateTime.UtcNow Return New DateTime(utcNow.Year, utcNow.Month, utcNow.Day, utcNow.Hour, utcNow.Minute, 0, 0, DateTimeKind.Utc)This will matter if your refresh period is < 13(?) hours AND if your TimeZone is ahead of UTC......It's an easy fix though!Steve

Hi allI'm trying to understand the purpose of the string 'itemName' variable that is available inside the assembly service factories.Does anyone know the intended purpose of the 'itemName'?And does anyone have some best practice guidelines or examples of this variable in use? Thank you very much everyone!Thor 

Hello all, I have a field in my input dataset that I am tracing the mapping for and I can't figure out why One Stream is selecting the mapping rule it is using. The field is a cost center (UD1) value of '1VA' and it is not specifically called out in one-to-one or is it included as a composite range. I really think it should have been falling out as an exception. OneStream however tells me it is applying a Range Rule 'ABC' where the rule expression = '18~21'.  I am flummoxed as to the reason why. I've double checked it a few times.  Any ideas why this range rule was selected, or maybe an idea of other areas to check out to see why the cost center UD1 mapping is behaving the way it is? Thanks in advance. Happy to add add'l details if needed. Regards, DK

Hello. I have a set of Lookup Transformational rules. I have tried to load a mass upload for multiple lines of transformational rules through a trx file. I had a message saying the load has been completed with errors. However when I try to search for one rule I can't find it in the set of rules. When I try creating one of them manually it won't let me create it as it says it exists already, even though it doesn't show in the rule set. How can I undo what I did? How can I sort it out. A lot of people are depending of these rule set as it helps with Data extraction. Please support.

Hi Community, We have a requirement to bypass lines from the source data for each account if the total equals to zero, regardless of the UD1 value. For example if these two lines are in the source data: Account 1, UD1_1, -100 Account 1, UD1_2, 100 we want to bypass account 1. Is there a way to achieve this result? in our case this is happening because we are adding UD1 in the source system and it's triggering a lot of unused accounts to now appear on our staging table because of the different UD1 members.

i have blow code to copy the periodic values from YTD scenario but it didn't work Dim sourceBuffer1a As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(S#" & sSourceForecast & ",V#PERIODIC,A#Top.Base,O#AdjInput)", DataApiScriptMethodType.Calculate, False, destination) Dim sourceBuffer1b As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(S#" & sSourceForecast & ",V#PERIODIC,A#Top.Base,O#Forms)", DataApiScriptMethodType.Calculate, False, destination)                                Dim sourceBuffer1 As DataBuffer = sourceBuffer1a + sourceBuffer1b                                                                If (Not sourceBuffer1 Is Nothing) Then             

Hi, Can anyone help with a way of creating username folder in Data management Export folder? This is in the File Explorer area. Is there a way to create a folder here through a business rule? Thanks a lot.    

I'm using the following code snippet in a Dashboard Extender Rule to loop through the list a of Workflow Profiles.  However, the code fails, if the user does not have security access to a particular Workflow Profile, returned in the list.  Is there a way I can get the list returned with security access applied, so the list only returns Workflow Profiles that the user has access to?   Dim profile As String = "text1 tag to match" Dim wfProfileName As String = "" Dim cubeRootInfo As WorkflowCubeRootInfo = BRApi.Workflow.Metadata.GetCubeRootInfo(si, si.WorkflowClusterPk.ProfileKey, True) cubeRootCluster As New WorkflowUnitClusterPk(si.WorkflowClusterPk) cubeRootCluster.ProfileKey = cubeRootInfo.CubeRootProfile.ProfileKey Dim profileInfos As List(Of WorkflowProfileInfo) = BRApi.Workflow.Metadata.GetRelatives(si, cubeRootCluster, WorkflowProfileRelativeTypes.Descendants, WorkflowProfileTypes.BaseAndParentInputProfiles)   For Each profileInfo As WorkflowProfileInfo In

Hi Everyone. I have the following CALCULATE expression, but it’s returning no results. The source values are not zero, so I’m not sure if the way I’m using the DIVIDE function is causing the issue, or if there is another problem Dim DBCInner As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(A#RETBUYBACK:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#COUNTRY_RPT + A#423100:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#COUNTRY_RPT + A#411000:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#COUNTRY_RPT)") api.Data.FormulaVariables.SetDataBufferVariable("DBCInner",DBCInner,False) Dim regionalRpt As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(A#RETBUYBACK:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#REGIONAL_RPT + A#423100:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#REGIONAL_RPT + A#411000:E#" & strEntTx3 & ":C#Local:O#Top:U2#INNER:UD3#REGIONAL_RPT)") api.Data.FormulaVariables.SetDataBufferV

Hello All, Our initial setup had everything copying data files to Application/Batch/Harvest folder.  There has been multiple years of files stored in this location making it unable to open.  I am trying to create something to pull the files and if folders are created to delete the stored files.  I am uable to open the path and the clean up business rule fails to run due to the size.  I spoke with some developers at Nashville Splash and am reaching out on here as well.

Is there a way to capture mouse or pointer position in OneStream? I want to be able to change a value dependent on where the mouse/pointer is currently located within a grid. Any thoughts?

Need to copy an IC account data (Is IC Account = True) between scenarios, one way or another, and it seems like I can't.Tried databuffer copy - no worky. Tried api.data.calculate - same, nothing copied. In the end I tried "Copy Data" data management step for the entire data unit and IC account hasn't been copied.I set "Is IC Account = False" in the account settings and the data was copied without any problem, so said IC setting seems to be the only reason.Is this normal behavior? Something I missed in the documentation?