Rules

hi , Suddenly the custom calculate BR is not getting called from the DM step. The error log statements which added inside the custom calculate BR are not logged in as well. Below is the rule and the DM step.   

I need to get a list of accounts based on what the cube view I created spits out. The cube view only has one row grabbing all the base children but has suppression on a column that will only show if there is a variance between 2 other columns. Each day the number of accounts with variances can differ and there is another column with a combo box for approve or deny. I need the list of accounts so I can provide the user with a mass approve or deny button

Is it possible to use a Business Rule to save one Security group under another security group? If so, can you share an example of how this would be done?

We are working on uploading and downloading files onto OneStream FileExplorer. It is possible to fetch the encoded file from the FileContents using the SQL Query over the REST API. Similarly, is it possible to upload the data to the FileExplorer using the REST API? Any ideas would be much appreciated. Regards, Anusha

hi , Am getting mutiple values from the databuffer for the same intersection. Database has  Status1 ,Value1  then up to ...Status 12 ,Value 12...  I beleive that only the Staus 12 and Value 12 combination alone has to be used but am not sure how it can be pulled in the rule , others are the past values which are stored for that particular intersection..Based on this value further calculation of  % on UD 8 needs to be made. Rule:  Thanks

What I have found is that using the BRApi.Finance.Members.GetMemberInfo or Metadata.GetMember calls with True for includeProperties or even the first call to BRApi.Finance.UD.Text(...) all incur an average of just over 2 seconds and we are looping through 27,000+ projects so 15 hours to check and update the text fields. It seems that it gets cached either in OneStream or the SQL server so a second call done in the update function is no additional cost. The Dimension Library object obviously does this a much faster way, maybe by specifying the individual properties wanted in one of the optional objects versus all properties?   There has to be a faster way.  When using the Dimension Library and setting Grid View's Settings to NOT display parent child relationships, you gain access to the Text# fields.  You can update a lot of these at one time FAST.   I have even updated a function I used to add calling the GetMembersUsingFilter with the option to include All properti

Guys, There is a requirement to reverse the signage of all Revenue Accounts, So we have a Code that gets all The Revenue Accounts and Multiplied it with ' -1' , And the data is getting Flipped . But when we try to Consolidate that flipped Data , It is getting Cleared . Also When We try to run The rule 2 or 3 times , then also the Data is Getting Cleared. Any idea why this is happening. This is the code that does the flipping :Dim accountDimName As String = "Financial_Statements" Dim mFilter As String = "A#[4.00.000.000].Base" Dim lstAccounts As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, accountDimName, mFilter, False) 'filter on revenue accounts Dim lstRevenueAccounts As List(Of MemberInfo) = lstAccounts.Where(Function(x) BRApi.Finance.Account.GetAccountType(si, x.Member.MemberId).Equals(AccountType.Revenue)).ToList() For Each MemberInfo As MemberInfo In lstRevenueAccounts Dim nMemberId As Integer = BRApi.Finance.Memb

Hello, I'm in the early stages of building a long-term forecasting cube in our application. The initial requirement is that the business can load volumes, SSP, and product cost by product type to a single 'memo' entity, market, and customer, and then the model will allocate this across base members based on some % drivers.  The Entity piece seems the most complex as I need to translate the amounts to the local currency when allocating so that the business can perform sensitivity analysis on FX rate changes. I've managed to get something allocated across a few entities just using an ADC, however it is writing the amounts to local currency as well as GBP (group currency), which means that when the entities consolidate, they remain at their 'local' currency levels. I tried specifying the destination C#, but it seems to not allow this. Has anyone else done something similar, or knows if OS is capable of this?  

Hi All, Does someone have a best practice regarding scope changes during the year or over the year? I'm already using Custom share so I could add logic which compares Current Period with Prior period relationship properties. Thanks in advance! Kind regards, Jorrit

Hi, I have this loop that use multiply unbalance to get the UD3 member segmented in the accounts, this is the current rule but it's not delivering good performance:  I try to recode the rule like this but is not calculating as the loop:  Thanks for your time,

Guys , Any idea on how to write a business rule that retrieves a list of all Revenue Accounts .Thanks 

Hi - I am trying to get the confirmation entities from all of my Import Channel under my WF Profile. using extender BR but I am not able to find an instance to call the function. Any help would be appreciated ? I was able to get the Confirmed entitles at the WF Profile Level and the below is the code.  Dim A As String = String.Empty Dim wfClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si,"Total_Corporate","Actual","2023M1") Dim objList As List(Of BaseNameIntPairInfo) = BRApi.Workflow.Metadata.GetProfileConfirmationEntities(si,wfClusterPk) For Each cent As BaseNameIntPairInfo In objList A = cent.Name brapi.ErrorLog.LogMessage(si,A) Next 

Hi All - I recently came across the BRApi.Workflow.Metadata.SaveWorkflowProfileEntity and could not find any documentation. Does it get the name of the entity while saving which is attached to WF ? Any sample code would be appreciated Thanks 

Hi, Is there a programmatic or any other way to log off all users in a certain application before a data management job runs? Because of a bug in Account Recon marketplace solution, the data load fails when the users are active. Ragav.

I am trying to create a business rule which returns a time member driven by the Workflow scenario member. My forecast scenario members are structured as Jan_Fcst, Feb_Fcst...Dec_Fcst. For instance, Dynamic time filter, Year = WFYear and period based on Scenario, eg Jan_Fcst = 20**M1, May_Fcst = 20**M5. Does anyone have a snippet or suggestion on how I can go about doing this? Also, I was going to use it as an XFBR rule and I don't know how to run the BR by itself in order to look at the error log for help testing this rule. Any help is much appreciated.

Hello OneStream Community,I am using the SaveDataEventHandler to validate a cell amount being saved. Depending on certain conditions I update the amount in the “args.NewDataCell.cellAmount” and set “args.Cancel = False”.Instead of the modified amount in “args.NewDataCell.cellAmount” the original amount entered gets saved. In the snippet of the code below, a sample error log output when a user inputs 4.3466 in a form would be:Amount Before = 4.3466Amount After = 4.35But the saved amount in the form will be 4.3466.----Snippet Start-----BRapi.ErrorLog.LogMessage(si,"Amount Before = " & args.NewDataCell.CellAmount)args.NewDataCell.CellAmount = Math.Round(args.NewDataCell.CellAmount, 2, MidpointRounding.AwayFromZero)BRapi.ErrorLog.LogMessage(si,"Amount After = " & args.NewDataCell.CellAmount)args.Cancel = False----Snippet End-----Please advise.

Hi everyone, I was trying to add drill down capabilities to a calculated flow dimension member but was having issues with the drill down formula. I entered the formula below but still wasn't able to drill down into the flow member at all. Does anyone have any ideas on why it's not working?   Formula:   Formula for Calculation Drill Down:  

All - The below extender rule will be able to delete multiple member from Parent Hierarchy.  1. Provide the Dimension Name & Top Parent Name in the Hierarchy - See highlighted in Red. 2. I want to make a point here the While Count > 3 because the it takes the current parent and other member ENtityDefault1 & None. Since we will not be able to delete it so it should be 3 or loop will be infinite.  3. You can use as an input Variable for Dimension and Top Parent and attach to the dashboard but this is a good starting point.   Dim dimensionPK As DimPk = BRApi.Finance.Dim.GetDimPk(si,"Dimension")Dim nValue As Integer = BRApi.Finance.Members.GetMemberId(si, dimensionPK.DimTypeId,"TopParentName")Dim objList1 As List(Of Member) = BRApi.Finance.Members.GetAllMembers(si,dimensionPK,nValue)Dim objList2 As List(Of Member) = BRApi.Finance.Members.GetBaseMembers(si,dimensionPK,nValue)Dim mbrct As Integer = objList1.CountWhile mbrct > 3For Each mbrbe As Member In obj

Is there a way, in a member formula or Finance BR, to write annotation data back to the database in bulk?In OneStream rule writing, it's best practice to limit the number of times you are writing data back to the database (ideally only one SetDataBuffer at the end of your code). However, it does not appear that you can include annotation information in the DataBufferCell objects that are used in a data buffer.Is there an alternate way to be able to set a large quantity of intersections at one time (like a SetDataBuffer), but for Annotation information instead of values? 

It appears we can not use workflow event handler to automate an activity which has the same event operation type. Anyone has similar experience?We need to automatically unlock a workflow when a sibling workflow is been manually unlocked. We wrote the rule under the BREventOperationType.Workflow.WorkflowUnlock event. But the process always fail with the below error. The same code will work if we changed it to run from the BREventOperationType.Workflow.WorkflowLock event. It seems to me we can not trigger same type of events."The underlying connection was closed: An unexpected error occurred on a receive. Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host. An existing connection was forcibly closed by the remote host (Socket Error Number 10054)"

We have a logic that makes a multiplication of Transfer for Tax by Grouping Regime by Tax Rate (38,007 *0,1). It works for all entities, except one (here it always show 0): Do you have any idea why?Thanks a lot! 

Is it possible to test if a consolidation or a data management job is already running before running it again ? Ex: I run a consolidation (about 10min) but another people run the same consolidation the same time Thank you for your help

Hello,I have InUse for default time and scenario = TrueI also have InUse for default time and scenario for 2023M5 = False.Note that the period could also be different.Now, how could I reset the InUse settings to disable the False or True on ALL time for default Scenario?In my example above, I am expecting the property for 2023M5 to be deleted. What brapi would you use? can you show me an example?Thanks

Has anyone tried to rename scenarios using a business rule to have a rolling set of prior forecasts. In this case the client is to trying to have weekly scenarios for the prior 5 weeks. Once a week they will be importing into the current working scenario and rolling each prior scenario back one week.I tried using the code below but get the error "Error processing Data Management Step 'Roll_CAR_Weekly_Scenarios'. Unable to execute Business Rule 'Roll_CAR_Weekly_Scenarios'. Error renaming member 'CAR_PrWk5_MTD'. Invalid parameter 'CAR_PrWk5_MTD'."Thanks. 

Hello,I am using 2 cultures on a server.I need to make some changes of entity properties from a BR.I know how to do it for properties like ALLLOWADJI can not find a way to change all the descriptions from the BR : I mean the Default + English + French.Any help appreciated.ThanksPS: I did read that 🙂 https://community.onestreamsoftware.com/t5/Rules/Update-description-of-a-member-in-an-Extender-rule-for-an/m-p/13158