Rules

Is it possible to run a Finance Custom Calculate Business rule using the Assemblies Service Factory “FinanceCustomCalculate” service. I would like to have a button on a Planning dashboard run a data Management sequence that calls a DM step that runs Custom Calulate Business rule that is stored in a Workspace Assemblies.  This is for a v9.0 environment.

What is the difference between execute retransform and start retransform?  Thank you!  

Hi,I’m writing a custom calculate business rule for an Account which is planned like this - Look at the same intersections 12 months prior and see if there is data. If there is, use that value to set the value for current time period. If there is no data in that intersection 12 months ago, look for a value 24 months ago.I need to do this for just 1 account but different UD1 and UD2 intersections.I tried to use GetDataBufferUsingFormula and thought of looping through all intersections but DataBuffers give only those intersections where there is data.How should I go about this? 

Hello,I have an XFBR rule written in an assembly file in a dashboard maintenance unit that is under the default workspace, but not in the default maintenance unit.  When I try to call it using XFBR(workspace.Default.AssemblyName.BusinessRule, FunctionName,) I get an error.  If I build the same rule in a XFBR string rule under Business Rules it runs fine when called by XFBR(RuleName, FunctionName,).  Furthermore, I am not experiencing this issue for any XFBR dashboard string rule housed in an assembly in any other workspace.Is there a different syntax that is needed to call dashboard string rules that are in an assembly in default?As a note, the rule does not need any input parameters.Thanks,

Hi Folks, i need help updating a UD5 member formula that should impact the base level accounts only. I want the consolidation to aggregate/consolidate parent accounts with the calculated base level values.Currently my logic calculates all accounts including the base and parents and no consolidation/aggregation takes place. Basically i want the calculation to happen like the logic below:For example:For a given UD5 Member i.e. growth the member formula is driving certain calculations for the account hierarchy members.  For a parent account 1200, i want the member formula to update values for all its base members using the logic 2*3.For all other accounts beside the account 1200 in the account hierarchy, i want the following logic applied 2+3 at the base level. After these two set of calculations at base level accounts, i want natural OS aggregation to calculate the rest of the accounts in relation to ud5 member where the logic is being applied.Does anyone know how to go about this? Curre

I have an accountant that mistakenly sent out a few packets to our JV partners. Is it possible to recall these emails? 

HiI have data adapter that calls BR code with FdxExecuteCubeViewTimePivot, which calls a CubeView. My question is how do I pass the variable (Time dimension) from data adapter to CubeView?I am using FDX to improve the performance.Thanks in advance,PM

Hi,Is there any way to retrieve the user and timestamp associated with a data cell via a Business Rule?I'm building a Business Rule to generate a file from cube data. To do this, I'm using DataBuffers, but the cell audit information is not available in the DataBuffer cells. Given the cell POV, is there any way to retrieve the audit information (user and timestamp) for that cell?Thanks.

We are on OneStream 8.5 using the People Planning Solution Exchange module.We have a Dashboard String Function (GetRegisterFilter) that returns a SQL WHERE clause for XFW_PLP_Register.The register contains an Entity column with valid OneStream Entity member names.Returning "[Entity] = 'USA'" successfully filters the register.We would like to replace that with the user's effective OneStream Entity security (including inherited access through parent entities such as EMEA).What BRApi function in 8.5 returns the list of Entity members a user can read, or checks whether a user has access to a specific Entity member?

Hi Team, I need your support regarding an issue I am facing with the dashboard-driven data clearing logic. Requirement:When specific Dimension/Members are selected in the dashboard, the attached code is expected to execute in Preview and Clear modes to remove the corresponding data. Issue Observed: The code runs successfully during execution. I can see the log message indicating that the data is “cleared.” However, the actual data is not getting cleared from the system. This suggests that while the process is triggering correctly, the clearing operation is not impacting the underlying data as expected. Could you please review and provide your suggestions on what might be causing this issue or any potential gaps in the approach? Let me know if you need additional details or logs from my end. Thanks in advance for your help. api.Data.SetDataCell(memberScript, amount, isNoData, isDurableCalculatedData) Imports System Imports System.Collections.Generic

Hi there,I'm working on a client using the version 8.5.2 and I'm trying to use the Dynamic Dashboards functionallity to modify a property from a SQL Editor Component.The purpose of this logic is to set a dashboard in "ReadOnly" mode when the parameter is set, and in this case, the read only mode I want to achieve is by setting "ShowDataManipulationButtons = False".The BR logic used is the following:If Component.DashboardComponentType = DashboardComponentType.SqlTableEditor ThenDim sqlDefinition = XFSqlTableEditorDefinition.ReadXmlString(si,Component.XmlData)sqlDefinition.ShowDataManipulationButtons = FalseComponent.XmlData = sqlDefinition.WriteXmlString(si)End If I have checked that after this point the component XmlData has changed, however, despite returning the modified component, the changes as not being displayed in the dashboard.If instead of modifying an SqlEditor component, I change any property on a Button component, the changes are being displayed correctly. Is this

Hi there,We have one Business Rule that reorganize some security groups adding/removing Parent Groups based on a certain hierarchy, however, we are facing the issue that when the user executing this Business Rule belongs to a group that is being reorganized, we get the following error message:"Security Access Error. You cannot add/remove yourself or a group that you belong to or an Administrators group to/from the current group."That error is perfectly reasonable, but we need to find a way to bypass that.In other softwares exists the possibility to execute a Job as a different user (usually non-interactive) which has the required security configuration to ensure the process is executed successfully.How can we achive that same result in OneStream?Thank you!Bests,

Hi,I ran into an issue that a data buffer rule does not work in a workspace assembly but does work in the Business Rules area.  The data buffer rule is the one found in this forum topic and is relatively simple.  See link.Question: Is there an option to clear non-calculated data in a “bulk” (as known from hs.clear) other than looping through the data buffer and use “SetDataCell” (which has a higher performance impact)? The “ClearCalculatedData“ is not impacting input/imported data – right? | OneStream CommunityI have this rule in an existing custom calculate rule in the assembly and the rule fails to get the source data buffer.  I take this same rule and include it in a new Business Rule and it runs fine.Rules that work in the business rules should work in assemblies also. 

Hello, Trying to build a business rule to send an email once a button is pressed. The business rule that I'm trying to use is encrypted and I cannot get into it so I was trying to figure out a way to recall that business rule to check if a Lease change status to submitted. I read something about Referenced Assemblies, but I'm not fully sure if that's right or what I even code it as in my current business rule. This is the BR I'm trying to call into my current rule Thanks, Will

 Hello OneStreamers,Good day!Could you please guide me on how to retrieve the Display Member Group for a UD dimension member?I am currently looping through UD1 members using a GetMembersUsingFilter function, and I would like to capture the Display Member Group associated with each UD member.Any guidance or suggestions would be greatly appreciated.Thank you in advance!

Hello, With the new changes to the Stage and Transform tables in v9.x there has been a change to the tables with a new RuleIdentityId identity field and a parallel change to the TransformRuleInfo object. Is there any documentation or best practices for how to use the API to handle this new parameter and ensure adding rules dynamically via BR adheres to the new identity field requirements?

When I am in a Cube View Extender BR, how can I access the name of the cube view itself? Not the Title, Page Caption, etc., but the actual name of the Cube View. Thank you!

Hello, I'm trying to pull in the certify comment section when a user clicks on the "Set Certification Status" button. We currently are using the Workflow Event Helper to send the email when the certification is set to In-Process or Certified. Dim oEntityList As List(Of WorkflowProfileEntityInfo) = BRApi.Workflow.Metadata.GetProfileEntities(si, oWorkflowInfo.WfUnitPk.ProfileKey) emailTo = BRApi.Finance.Entity.Text(si, oEntityList(0).EntityMemberID, 8, False, False) emailBody = $"[{si.AppName}] - Status Of {sWFProfileName} WF | {sWFScenario} Scenario For {sMonth} {iYear} was changed To {If(oWorkflowInfo.IsCertified, "Certified", "InProcess")} By {si.UserName}" emailSubject = $"FM Task: {sWFProfileName} Certification Status has been changed to {If(oWorkflowInfo.IsCertified, "Certified", "InProcess")}" FBR_ConnectorLibrary.emailSend(si, emailTo, emailBody, emailSubject, emailBody) Thanks, Will

I'm trying to call a helper BR that I wrote to pull in two variables to denote our environment, but I'm getting an error message saying the extender business rule.MainClass is undefined. Background: Our GL has three environments, Dev, Prj (test) and PRD.  As we promoted projects up in OneStream, I have to edit the BRs to reference the different environments.  It's a pain when it comes to the SQL because the environment is part of the tableName.fieldName. Goal: to have one helper BR that has the environment variables in it and all other BRs reference this rule so I no longer need to edit them from environment to environment.  The helper rule in DEV would reference the DEV tables, the helper in PRD would reference the production tables, etc. 'test code to pull in environment variables from a Helper 03-05-2026 'Define reference to business rule Dim JDE_EnvironmentHelper As New OneStream.BusinessRule.Extender.JDE_EnvironmentHelper.MainClass '<

We're moving most of the Business Rules to Workspaces Assemblies under PV 8.4.- We have several Extensibility Rules that are run by multiple Data Management (DM) Jobs like you.- Hence, we included separate DM Step Services (DMSS) in the same Service Factory (SF).- The result of this SF setup was chaos.- We saw that launching one DM Job by a given DMSS in the SF will also launch other DM Jobs by their DMSS in the SF. We couldn't find enough practical advice on the SF/DMSS setups in the Design Guide to overcome this chaos.Pls share how to set up Data Management Step Services in a Service Factory to launch one Extensibility Rule/DM Job at a time. TY.

Hi, Did anyone implement event-based scheduler through workflow event handler. We have a business rule to extract Chart of Accounts for a Parent Member. This extract needs to be done only after the period close. We need to implement an event-based scheduler where the extract should be done after the period close automatically. 

Dear community, I was reading the documentation about cube view services, which implies that the dynamic cube views that are accessible by Dynamic Cube View Services need to be in the same workspace. Do you know if this is mandatory to have dynamic cube views in the same workspace (as it seems a like a real issue in production) or is there a workaround to address dynamic cube views that are outside of the assembly's workspace ? Many thanks,

Hi all -  We have a Labor Allocation Process that runs manually which we have seen some silent failures occur through our Api Calculate or Api Clear data. I am attempting to go through our business rules and add more complex logging to get a better understanding where/when these things occur.    Lets say I had this code block.. Dim sourceDims As String = "U2#None:U3#None:O#Import:I#None:F#None:V#Periodic:C#USD" Dim destinationDims As String = "U2#None:U3#None:O#Import:I#None:F#None:V#Periodic:C#USD"   If args.CustomCalculateArgs.FunctionName.XFEqualsIgnoreCase("Copy3rdPartyImportData") Then 'Only run for the Base Entities and local currency If (Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity()) 'Get the current scenario Name Dim curScenarioName As String = api.Pov.Scenario.Name If curScenarioName = "Rpt_Mar" Then 'Clear previously calculated data api.Data.ClearCalculatedData(True, True, True, True,"A#3PFB_Capital","O#Import","I#None","V#Pe

Hi OS Community,I’m an EPM Consultant working mainly on Financial Consolidation, and I would appreciate some guidance on a scenario‑specific consolidation design question.Currently, our Actuals consolidation process is working correctly and uses the standard XFW_FSK_Accounts lookup table to drive account mapping during consolidation.This includes full account‑level detail, which is required for statutory reporting and analysis.Now we need to enable consolidation for the Budget scenario, the rules for Budget should be the same as Actual , but with a different level of granularity:The Budget scenario is loaded at a higher‑level Account hierarchyMain QuestionWhat is the recommended way to use a different account mapping lookup table for Budget while keeping the existing XFW_FSK_Accounts logic for Actuals?More specifically:Can we assign or reference a different account lookup table (e.g. XFW_FSK_Accounts_Budget) within the consolidation Business Rules, based on the Scenario?Is it best

Hello, I'm attempting to create an orders (500055) account, calculated using existing Backlog (500054) and Sales (100020) Accounts.   (Current Month Backlog - Prior Month Backlog + Current Month Sales) When I run this calculation in the forecast scenario, February - December work as expected, but there is an issue with January that I can't pinpoint.  Any ideas where I've gone wrong? Thank you in advance, Justin Trad       If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity)) And api.Time.GetPeriodNumFromId(api.Pov.Time.MemberID) = 1 Then     api.data.calculate("A#500055:T#PovYearM1:O#import:U1#none:U2#none:U5#none:U6#none = (A#500054:T#PovYearM1:O#top:U1#top:U2#top:U5#top:U6#top - A#500054:T#PovPriorYearM12:O#top:U1#top:U2#top:U5#top:U6#top) + A#100020:T#PovYearM1:O#top:U1#top:U2#top:U5#top:U6#top")   Else If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity)) Then