Rules

Dear Community Members,I have cloned the Blueprint OSB_CustomTranslate to apply code when FunctionType FxRate fires. My cube is set to Standard Using Business Rules for FxRates.My business rule is set as Business Rule 1 (and 2 as a matter of fact for logging purposes only).I am running Translate, Custom Translate, Consolidate, ForceConsolidate but i cannot get the FXRate FunctionType to fire.  I am logging in the rule to get a log message for every different FunctionType that fires.  Getting Calculate but not FXRate.Any tips would be much appreciated.  I am sure the resolution will be utterly embarassing but i am at the end of my wits.

Hi, I am trying to build C# finance BR where scenario is being pulled from POV but how to use in api.data.calculate function. If its VB then I can use with & but C# its not working.

Hi, Has anyone updated and added new member in metadata by using extender rule by picking the member information from SQL table or any other data warehouse? Table contains most of the information related member in OneStream and their member properties. If anyone has done similar kind of implementation, please let me know. Thanks.

Hi All,   I get an the following error message: Invalid calculation script. A comma was expected after ABN.With the Syntax as show below: What am i doing wrong? Both names exist in the rows of the report.  

Is there a way to save entries in Cell Details using a business rule?

Dear OneStream Experts: Thank you so much for the great help in the past. I am converting one Hyperion Planning application to OneStream application and would like to know how to use if statement to check calculation flag. For example: I have 3 dimensions Account dimension has the following 3 members Sales Rebate Rebate_Flag UD1 - Product Dimension has many Members TOTAL_Product  Parent member with children(Product_1,Product_2,Product_3,,,,,,Product_N). No_Product UD2 - Country of Sale Dimension has one parent member ALL_Country and 2 children members ALL_Country   USA   Canada In Hyperion application, I have Rebate_Flag->USA->No_Product =1 Rebate_Flag->Canada->No_Product =2 I want to calculate Rebate only when Rebate_Flag=1. In OneStream, I want to do api.Data.Calculation("A#Rebate=A#Sales * 0.10", "UD1#Total_Product.base",true) But how to I apply the if logic. In Hyperion, I can do Fix(@Relative("All_Country",0),@Relative("TOTAL_Product",0)) If("Rebate_Flag

Hi, does anyone have any idea on the functionality of 'Revert to Default Scenario' setting for a scenario type in the member formula? Apparently, when a calc is written in the default scenario, it gets executed for ALL scenario types regardless of whether the revert to default scenario setting is set to True or False. Any help/lead about the use of this setting is appreciated. Thanks!   JackLacava   

Hi, I have a requirement to export 2 files and then merge it into single file. While the export can be done via OOTB DM step, I wonder if we have any api or default function which can be used to merge the 2 exported files?

Hello Community, I am encountering an issue with a Data Management Sequence consisting of four steps. The first step is not executing as expected. If anyone has insights into potential causes, I would greatly appreciate your assistance. Details of the sequence are as follows: The first step is dependent on the successful completion of the second step. The first step involves executing a Business Rule (BR) that includes an Extensibility Rule. The remaining three steps are custom calculations utilizing the Finance rule type.When I run the sequence after running the 1st step separately, it is working fine. But the issue is When i try to run the Sequence which is having all 4 steps it is not working fine  Thank you in advance for your help.

Rules TIP  - ONLY write / use Rules when necessary. OneStream projects should not be a contest to see who is better at writing complex rules. If you must write rules please remember: Unless specified, the calculation will run on Base Entities AND each Parent Entity. Use these lines almost always in your rules. For Base entities only use: If Not api.entity.HasChildren Then For Parent entities only use: If api.entity.HasChildren Then For ALL entities: api.Data.Calculate(“A#Account1 = A#Account2”) There are up to 6 calculation operations in the Consolidation process per Entity. Conditional statements can be added to formulas to limit which Consolidation calculation processes will do something for this formula. For Local currency only: If Api.Cons.IsLocalCurrencyforEntity Then For Translated currency only: If api.Cons.IsForeignCurrencyForEntity Then For Parent-Child Relationship levels

I have declared CurrYear and CurrMonth to retrive year and month respectively. Dim CurrTime As String = api.Pov.Time.NameDim CurrYear As Integer = TimeDimHelper.GetSubComponentsFromName(CurrTime).YearDim CurrMonth As Integer = TimeDimHelper.GetSubComponentNameFromName(currTime).Month can you help me to retrieve month in CurrMonth? 

Hi Guys,  I'm at a project where we use Data Cell Detail, we have created classifications and added 2 lines of test data. I can find the data via a data adapter Method query: But now i want to add it via a BRApi, i've found a post here but what ever I try i cannot get it to work. I have a cube view with 2 columns and the only difference is the UD8 member, so i first want to get the current data cell POV and set UD8 to None: Dim objMbrScrBldr = New MemberScriptBuilder() 'Apply current POV to memberscript and override UD8 api.Data.ApplyDataCellPkToMemberScriptBuilder(objMbrScrBldr, api.pov.GetDataCellPk(), True, True, True, True) objMbrScrBldr.SetUD8("None") Then I call the datacell containing the amount:  'Return the sum of the DataCells that contain the selected Classification Dim objDataCell As DataCellInfoUsingMemberScript = BRApi.Finance.Data.GetDataCellUsingMemberScript(si, api.Pov.cube.name, objMbrScrBldr.GetMemberScript()) and check if the data has DataCellDetail: I

api.Data.Calculate("A#FCTR:F#EndBalanceLoad:I#None:O#Import:V#YTD:U1#00000:U2#00:U3#GL:U4#0000:U5#00:U6#00:U7#None:U8#None = A#Assets:F#EndBalance:I#Top:O#Top:V#YTD:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#None:U8#None:C#Share - A#Liabilities:F#EndBalance:I#Top:O#Top:V#YTD:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#None:U8#None:C#Share - A#Equity:F#EndBalance:I#Top:O#Top:V#YTD:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U7#None:U8#None:C#Share") Error in formula: Error processing source script 'A#Assets:F#EndBalanceLoad:V#YTD:O#Top:I#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:C#Share' or destination script 'A#FCTR:F#EndBalanceLoad:V#YTD:O#Import:I#None:U1#00000:U2#00:U3#GL:U4#0000:U5#00:U6#00'.Error processing data. The item was not found. Entity, Parent, -1.

I have the existing BR rule to export the region hierarchy which is working for last one year without any issues and I am trying to reuse the BR rule for country hierarchy export purpose. I copied & pasted the BR rules, and I am getting the error below while compling. Can you suggest what are all the possibilities to check these issues?   1) Error at line 313: Type 'SessionOptions' is not defined. 2) Error at line 315: 'Protocol' is not declared. It may be inaccessible due to its protection level. 3) Error at line 324: Type 'Session' is not defined. 4) Error at line 329: Type 'PGPLib' is not defined. 5) Error at line 338: Type 'TransferOptions' is not defined. 6) Error at line 339: Type 'TransferOperationResult' is not defined. 7) Error at line 340: 'TransferMode' is not declared. It may be inaccessible due to its protection level. 😎 Warning at line 18: Namespace or type specified in the Imports 'WinScp' doesn't contain any public member or cannot be found. Make sure the name

Hello, Is there a way to create a mapping rule for an account that looks at all entities but one?For example, A#123:E#*but E#456Thanks!

Hello every expert: I am not able to reference a different scenario member in custom calculation business rule. I tried the following api.Data.Calculate("S#Forecast=S#Actual","A#10100" ...........) in the finance business rule I created. When I run the rule through Data Management Step, I have to specify Scenario and I select Forecast, I got error S#Actual is not valid dimension member when I run the business rule through custom calculate step. I really appreciate any helps from you. Thanks in advance.

I would like to give my users the ability to launch the DM sequence from the workflow step. I have the dashboard with the button that passes the parameters to the DM package and launches the package. The last step in the DM sequence runs the Extensibility BR that completes the workflow step. Everything seems to work except that the workflow step window does not refresh after the sequence completion. The workflow step appears incomplete even though it is. The click on the "refresh Application" icon is required. Is there a way to address it? My Extensible BR is below:  

This is a doubt with the rest of the questions I have, and is that in the new workflow I created, when I hit complete worklfow there are two data management that are not executed (COPY_PLP_TO_PLN, PROCESS_PLP), which are below, but I try it in other workflows and it works correctly. Then I wanted to know how I can solve this in the new workflow, so that when I complete the workflow it also runs those data management as in the others.    

Is there any way I Can enter a +ve or -ve value based on the text property if a Flow member in a form. I think a Save Data Event Handler can, but I will throw an error if the only after the form is saved. What if the cell color will change (Just like in Excel) if the value enter on the form  should  +ve or -ve value based on the text property if a Flow member. is this achievable.   TIA, Nik

Hi Everyone. I wanted to know if there is a way to send emails that are made with parcel service automatically, for example, to send a certain number of days at a certain time, I would appreciate if you could help me to do something like that.  

I want to run a DM job from a dashboard (with the task popup showing progress, so no background running) and then when finished have the originating dashboard refresh after updating a parameter used in the dashboard.   If I call the DM job directly from the dashboard I am not sure how to return a task result that will update the parameter value in the dashboard.  I tried using a BR that called a DM job and then updated the parameter and refreshed the screen. However, when running it this way the popup did not appear and it just froze the screen, sort of negating the value of using the DM job.  Has anyone successfuly tried to do something like this before?

Hi all I like to check a manual data entry during save. Is this possible?  

I am trying out a complex expression in Time Data Source. The issue is the next: I have a Forecast scenario type with input frequency monthly and on the other hand I have a Long Term scenario type with input frequency yearly. Therefore, the colum time in the file is yearly, so I developed a complex expression where I can load depending on neither scenario type year 2024 or WFTime (forecast for this case) or scenario type year 2024 + M12 or WFTime + M12 (Long Term for this case). This is my complex expression (that is not working): Dim vYear As String = args.Value Dim scenId As Integer=api.CurrentDataClusterKey.ScenarioIDDim scenType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si,scenId) If scenType=ScenarioType.Forecast ThenReturn vYear + "M12"ElseReturn vYearEnd If I appreciate all your comments, Thank you.

Hi, This formula is working, but it's returning 100% for each Entity. Is there something I'm missing regarding Entity? Will this work in a member formula or only in a business rule? Dim entity As String = api.pov.entity.NameDim entityID As String = api.pov.entity.MemberIDDim OwnValue As Decimal = api.entity.percentOwnership(entityID) If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyforEntity())) Thenapi.Data.Calculate("A#NCI_IS:V#Periodic:F#EndBalLoad:O#None:I#None:U1#None:U2#None:U3#None:U4#None:U5#None:U6#None:U7#None:U8#None= "& _"RemoveZeros(A#Income_Loss_before_Noncontrolling_Interests:V#Periodic:C#Local:F#EndBalLoad:O#Top:I#Top:U1#Top:U2#Top:U3#None:U4#None:U5#None:U6#None:U7#Top:U8#None * ( ("& OwnValue &")))")End If

I am trying to get the journal post group in the workflow profile properties using JournalsEventHandler Business rule.  Does anyone have done this before? Is it possible to get the journal post group value from the Workflow Profile?