Rules

Hello Community,I'm writing a rule to copy data from one scenario to another using api.data.calculate.However, I would like to exclude some accounts from being copied. Something like the following:api.Data.Calculate("V#YTD:S#ACTUAL=RemoveZeros(V#YTD:S#ACTUAL_TEST)","A#Root.Base.remove(A#CAPEX_ACCOUNTS.Base)") I understand that the Remove function will not accept a member expansion. Members to be removed must be listed in the function as specified in this post:"What is the best approach to “subtract” members in a hierarchy, the following member filter is not returning the expected results. E#Tot_Mgmt.Remove(Houston) | OneStream Community"But is there any alternative to do it without listing accounts to remove one by one ?Any help is appreciated!Thank you

Dear all, We have 2 custom calculate functions (Finance BR) that are executed one after the other. The 1st one uses V#Period as POV and the 2nd uses V#YTD as View POV. These POV are set on the data management steps that use these functions.We'd like to merge both functions into one to simplify maintenance but the fact that they use different View POV creates an issue; if the data management steps uses V#Periodic or V#YTD, one function will work properly but not the other. Do you know how it can be set as a fixed View POV into the functions itself? Maybe there's a way updating the value of the "args" variable that is used as an input into the formula.Thank you for the help and guidance.Best regards,Carlos 

We have FX rates published in a table to/from virtually every currency in the world. However, this is something like 70k rates a month and the vast majority are for currencies we don't use in our OneStream application. The majority of the rest are for combinations that we don't use. Of these tens of thousands of rates, only about 25-30 are actually relevant. I'm trying to automate this filtering using the currency filter from the application properties, which returns a simple comma-separated list, like so: CAD,EUR,JPY,USD In this example, I want all rates to/from USD. So, I ditch the ",USD" and want to filter on the three remaining currencies: CAD,EUR,JPY Writing a query in SSMS, this is trivial. Writing the query with straight up string manipulation in the BR is also straightforward. However, I'm trying to be (perhaps needlessly strict/cautious) by passing this in as a parameter. This makes me want to use my laptop as a non-brand-specific flying disc and restart life as a hermit in a

I encountered this Boolean today for the first time after writing (and reviewing) code for five years.  There is no mention of it that I can find in the documentation.  Based on the name itself, I can guess that this is a Boolean to make sure you're not on C#Elimination or any other of the "non-Currency" members of the Cons dimension.Have I guessed correctly?

Currently I have a button on a dashboard that will run a business rule that checks if a specific load task is completed.  If it is, it will trigger a data management job to run.  If the load job is not completed the process ends.  I would like to trigger a pop-up window telling the user if the data management package is not going to run.  So far I have been unable to figure out the commands to do this with-in my business rule.   Thanks, Tom

Does someone knows the syntax to call a memberlist that is written in a Finance MemberList service accessed via a service factory? I've tried many forms but cannot get to my code. Thanks

Hi Everyone,Has anyone worked on establishing an SFTP connection in extensibility rules using a PPK file? I am currently facing an issue where, despite setting the SshPrivateKeyPath property in the session options, I receive the error: "No supported authentication methods available (server sent: publickey)."Any insights or solutions would be greatly appreciated.Thank you,Mithun

Does anyone know if you can create an Excel spreadsheet from Business Rules? I do not mean a csv file - I need to create multiple sheets. The OpenXMLBuilder object doesn't seem to have anything with writing files. I don't want to use a third-party object as that would require an installation or download. Thanks for any suggestions.

I want to load OneStream application data to external database. And there is an existing connection to the target external database. But it gives me below error, could you please help? No idea what is wrong. BTW, "FDH_DEV" is SIC external database connection.   'Build a data table with one test line Dim TestTbl As New DataTable TestTbl.Columns.Add("Tmt", Type.GetType("System.String")) TestTbl.Columns.Add("SEnt", Type.GetType("System.String")) TestTbl.Columns.Add("TEnt", Type.GetType("System.String")) TestTbl.Columns.Add("SAct", Type.GetType("System.String")) TestTbl.Columns.Add("SActD", Type.GetType("System.String")) TestTbl.Columns.Add("TAct", Type.GetType("System.String")) TestTbl.Columns.Add("TActD", Type.GetType("System.String")) TestTbl.Columns.Add("SFlw", Type.GetType("System.String")) TestTbl.Columns.Add("TFlw", Type.GetType("System.String")) TestTbl.Columns.Add("SIc", Type.GetType("System.String")) TestTbl.Columns.Add("TIc", Type.GetType("System.String")) TestTbl.Columns.

I am writing a simple api.data.calculate code in C#. Somehow it is not able to recognize Durable data "true" but it does work vb.    

Hi,I need to use inside my Table View service some parameters that are bound to combo boxes in order to write a query, and execute it when the "SaveTableView" function is called. Unlike the "GetTableView" function, SaveTableView's signature doesn't provide a parameter that contains all substitution variables (Dictionary<string, string> customSubstVars for GetTableView)I also tried setting the customSubstVars dictionary into the BRGlobals from the GetTableView function, but once you try getting the dictionary from the globals, it returns null.Is there no way of getting this customSubstVars dictionary to use it inside SaveTableView?

I have a dashboard where I created Parameter1 using bound list which is referenced in a combo box. A button then passes the data to the business rule. The issue I am having is that it only recognizes the first selected member and ignores all other selected members. How do you pass a multiselect list from combo box in Dashboard in order to loop through the list?

Hello OS Community - We are in process of testing 8.5 version upgrade and running into below error on one of the BR, looking for solution any help is appreciated. Error at line 963:  Overload resolution failed because no accessible 'GetMemberInfo' is most specific for these arguments:    'Public Overloads Function GetMemberInfo(si As SessionInfo, dimTypeId As Integer, memberName As String, [includeProperties As Boolean = False], [dimDisplayOptions As DimDisplayOptions = Nothing], [memberDisplayOptions As MemberDisplayOptions = Nothing]) As MemberInfo': Not most specific.    'Public Overloads Function GetMemberInfo(si As SessionInfo, dimTypeId As Integer, dimNameOrEmpty As String, includeInheritedDims As Boolean, memberName As String, [includeProperties As Boolean = False], [dimDisplayOptions As DimDisplayOptions = Nothing], [memberDisplayOptions As MemberDisplayOptions = Nothing]) As MemberInfo': Not most specific.  

What is the default state of IsDurableCalculatedData if left out of an api.data.calculate statement?  I'm assuming it's false but I just want to double check.I'm seeing an api.data.calculate statement which contains an "onEval" statement, then a comma, then False.  If I look at Intellisense, the first field after the "onEval" is userState, followed by the Boolean for IsDurableCalculatedData.  How should I read this statement?  Is the False referring to the userState or to the IsDurableCalculatedData Boolean?Thanks,Bob

I'm making a simple event handler rule that sends an email when a workflow is processed. I would like the email to include the datetime when it was processed, the user who did it, the workflow, workflow profile and entity. However I've only been able to include the date and time. My code is structured like this: Main calls the sub XFR_HandleEndProcessCube() Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataQualityEventHandlerArgs) As Object Try Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False Select Case args.OperationName Case Is = BREventOperationType.DataQuality.ProcessCube.EndProcessCube Me.XFR_HandleEndProcessCube(si, globals, api, args) End Select Return returnValue Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function XFR_HandleEndProcessCube() sub sends the email, using the help

All,I have a form populated with data & I am trying to retrieve the data through the Finance BR under calculate. It is not displaying the data in the error log.Sample Data. I am trying to retrieve the data at Parent Entity with Base ICP intersection. BaseICP - 3000Parent Entity - P10000.2The below is the code If api.Pov.Scenario.Name="Actual" And api.Pov.Cons.Name="Elimination" Then              Dim Entity As String = api.Pov.Entity.Name              Dim Parent As String = api.Pov.Parent.Name              Dim Ownership As Decimal = api.Data.GetDataCell("E#" & Parent & ":C#Local:S#ActualOwnershipCalcs:A#UltimateOwnership:F#None:O#Top:I#" & Entity & ":U1#None:U2#None:U3#None:U4#None:U5#None:U6#None:U7#None:U8#None").CellAmount       &nbs

I'm trying to build a label that shows target goals for each entity. Now since each region has different goals. I'm looking for my label to change the value based on the entity selected.  Here is an example (We're still in development so not the most eye catching) Its referencing a parameter --  How can I pass a condition or a rule that reads the POV entity and shows me that specific value.

We are working on a POC to extract data using FdxExecuteDataUnit.  We are using an Extensibility business rule and running it using a DM job.  I am getting assistance from our corporate IT group as I am not good with C#.  The business rule is writing data to a table and then is taking the data from the table and putting it in a text file.  There is something missing or wrong with this and I am hoping someone can help with the code since I do not have access to the TechTalks that focus on FdxExecute. The code was written to do the FdxExecuteDataUnit and then also write some sample data to the table.  This way if the FdxExecute does not generate any data we at least get a file with the sample data.  I am getting a file but it only has the sample data spelled out in lines 100-150 of the business rule.  I am also getting the following warning when I compile the rule:  "1) Warning at line 54:  Unreachable code detected" If I comment out that line

I've tried to implement this function as per the Business Rules Editor snippet: Dim objByte() As Byte() = BRApi.CubeViews.Process.ExportCubeViewGridsToExcelFile(si, custSubstVarsForAllCubeViews, cubeViewNamesAndVars) However, I've had a few problems with this, the main one being that I've been unable to save whatever it returns to an Excel file. Here's what I've tried: Dim fileName As String = "test.xlsx" Dim filePath As String = $"Documents/Users/{StringHelper.RemoveSystemCharacters(si.UserName,False,False)}" Dim XFfileDataInfo As New XFFileInfo(FileSystemLocation.ApplicationDatabase,fileName,filePath) Dim XFfileData As New XFFile(XFfileDataInfo, String.Empty, objByte) BRApi.FileSystem.InsertOrUpdateFile(si, XFfileData) Whenever I run this code the output file is an XML. How do I save this to a .xlsx file?

Hi All - I have a scenario where I need to copy the data from Parent Entity to the Base Entity with ICP.  ThanksKrishna

Hello All, SetDataCellsUsingMemberScript() seems to only write the last value added to list.  I am successfully adding 14 records to the objMemberScriptValues list (I can loop through them and see the 14 unique intersections) but only the last one is being updated in the cube. I'm looping through the records in a datatable and then each intersection is added to the list: '*********************************************** For Each row As DataRow In dt.Rows   strProfileName = row.Item("ProfileName").ToString strCube = row.Item("Cube").ToString strEtT = row.Item("EtT").ToString strCnT = row.Item("CnT").ToString strSnT = row.Item("SnT").ToString strTmT = row.Item("TmT").ToString strVwT = row.Item("VwT").ToString strAcT = row.Item("AcT").ToString strFwT = row.Item("FwT").ToString strOgT = "Forms" strIcT = row.Item("IcT").ToString strU1T = row.Item("U1T").ToString strU2T = row.Item("U2T").ToString strU3T = row.Item("U3T").ToString strU4T = row.Item("U4T").ToString strU5T = row.Item("

Hi experts, hoping someone can guide me.   Our P&L is recorded by Line of Business (UD2), however our balance sheet is recorded to UD2 None.  FPA has a requirement that they currently handle manually to "allocate" the balance sheet to the lines of business based on the percent of revenue.  Our partner initially achieved getting closer by using a dynamic formula on UD8.  This does not ultimately provide the accurate results at the consolidated level (due to nature of dynamic formula).  We believe we need to change this to a formula pass but it is proving to be challenging.   We are open to suggestions, using UD7 (tracking) or UD6 (reporting).  I am also open to creating a mini alt acct hierarchy since it really only needs to apply for a handful of summary level accounts.  (Coding examples would be so very appreciated!)  Thank you! 

Hi, we are implementing OS at present, and this is our first-ever project in OneStream; I need guidance on Business Rules. I am not sure what business rules we need to consider after and before we import the data from the Client system to match the client's legacy system data with OneStream numbers.Thanks,Preeti

I'm trying to lookup the users in a workflow execution group so I can e-mail them when the harvest batch process runs successfully. Below is the code I'm using to try and lookup the users within a workflow execution group. The problem is I don't know what to put in the "WorkflowGroupType" as Integer argument.  I know that any number between 0 and 1249 will allow the function to run, but putting 1250 will error the function. I created a loop just to see if I could get any of the valid values to return something and didn't have any luck.    Has anyone been able to successfully do this? Thanks!

Hi,I'm trying to learn more about the business Rules and what they are doing.Where can I find the various function implementations.For Example: I have this function         Dim connectionString As String = GetConnectionString(si, globals, api)For the GetConnectionString function where is the code for this funciton ? so I can read and understand what its doing ?If this is in the API, I have been looking there today, can you reference which folder / document I can get this.Thanks for your help in advance.