Rules

Hi, I have an account member A#salary which is being computed using BR1 in CV1 and I need to use the computed value in another CV2 using BR2 to compute account member A#61000101. Tried as below: api.Data.calculate("A#61000101:U2#Staff:U4#None:U1#7330:O#BeforeAdj = A#Salary:U2#Staff:U4#None:U1#7330:O#Top") Remaining dimensions is all same between two. Kindly advise.  

Hi all! I need your help with a finance BR. I have a Budget scenario with different versions children members (ex: Budget, Budget_v1, Budget_V2, etc.) Right now my script goes like this:  Dim isBudget As Boolean = api.Pov.Scenario.Name.XFContainsIgnoreCase("Budget") If isBudget  Then I am trying to find a script where I don't use "Contains", as if new scenarios are created in the future, the word "Budget" will always need to be apart of the member name, which is not ideal. Any suggestions how I can call the children members of Budget? Thanks

Hi All!   I want to implement a Data Management that read and modifies data from the cube. The only problem is that the rule type Extensibility Rule does't have the option api.Data to be able to acces to the data from the cube. I'm tring to create a Finance rule that is called by an Extensibility Rule. Here is the example: But I get the error: 1) Error at line 33: Value of type 'ExtenderArgs' cannot be converted to 'FinanceRulesArgs'. ¿Can I call a finance rule directly from a dashboard or from a data management? ¿Is posible to call a Finance rule from a  Extensibility Rule like I'm tring to do? ¿There are some Imports that I can use to be able to use api.Data in a Extensibility Rule?   Thank you! And hope that this helps some people!

I'm looking for an option to mass delete members marked as ORPHANS in a dimension, I tried few options but if there is any data in the application for any of these ORPHAN members the delete fails Wanted to know if there is a work around or another way to achieve this & also to know if we can delete member without clearing the data

For Entity transformation rule, we want to build logic so that Source entity looks at its parent entity in one of our entity hierarchy in OS dimension, read and then map to the parent entity text8 assignment, then map to that entity the text8 assignment. How can we setup logic for that? 

Hi there, I wonder if anybody knows how to access dashboard combo box selection from SaveDataEventHandler? I was able - through BRApi - to get the parameter assigned to the combo box (with the entire member list in it), but not the actual selection. I think this is possible from Dashboard Extender BR, but not Extensibility. I would appreciate any tips & advises. Best,Karol

Looking to start using the View txt fields (Annotation, Assumptions…) and understand that there is no natural way to have that information aggregated/consolidated up. I am told that a BR is needed to do this. Just checking to see if this is correct and if anybody has had success in this getting it to work. Ideal use would be for our regional leaders to be able to see summary comments on specific line items that we report on.

Hi I'm trying to get the current pov - cube and entity - within a member list (i'm using for selection as drop-down). Unfortunately the api.pov.entity.name is in this case not returning the wf pov, but the cube pov. The args.SubstVarSourceInfo.WFCubeRoot doesn't work as well. Any ideas? Thanks Jana

Hi, I have a u8#memberformula that I am trying to use for the first time - to format the background color of a cell. I know that setting  BackgroundColor = pink will cause the cell to turn pink. BackgroundColor = u8#memberfomula my u8#memberformula has only one line: Return "pink"  For unknown reason, 1S is not formating my cells pink ??(I assume the text "pink" is returned by u8#formula) I know my formula is executed by 1S because I put a debug statement in there and it is showing in Error Log that my formula is executed .  

Hi All, I'm hoping someone can help. I'm trying to create a formula for a planning solution that calculates an average over a dynamic number of time periods but for hundreds of intersections. So essentially I somehow need a data buffer covering multiple time periods that I can then use in my over arching planning formula. The main thought was to loop through the time periods, which is fine, but I can't use an api.data.getdatacell because of the volume of intersections I want to calculate the average for. Is it possible to build up a data buffer in a loop? If only i could create a V#TrailingXmonthavg  formula where I can replace the X with a dynamic value. Any thoughts would be greatly appreciated. Many thanks in advance.

Can we use an aggregated UD1 with a dynamic calc member in the Flow dimension across two cubes?  We have dynamically calculated members called ‘AggDetail’ in Flow Dimension with a rule on member formulas which aggregate base UD1 by entity dynamically.  All our base cost centers (UD1) are in the Financial Detail cube in the dimension library and this ‘FinancialDetail’ cube is called out in the dynamic calc rule. However, we have recently added a new sub parent in flow dimension under the “Financial” cube and it seems like this dynamically calculated flow member “AggDetail” is not aggregating the result for this new sub parent from the Financial cube. This is kind of close critical and see if anyone knows how to solve this in OneStream. If you know the solution, please reply to me here as quickly as possible. Thank you

I am trying to push some data from a sql table back to the cube. I tried to use SetDataCellsUsingUsingCsvFile and SetDataCellsUsingMemberScript. Unfortunately, both function works for the Origin Forms but not Import. Could anyone kindly provide me with a working example? Thank you   Kai

Hello OneStream Community, I am posting this to gather some knowledge on what others are doing today in regards to managing APIs for your internal customers (primarily focused on Outbound integrations).  Feel free to use the topics below for this forum (not mandatory).  All ideas are welcome. Topics: - Best Practices - Api Management Software - Environment Considerations - Security  Thank you in advance for sharing.  - Clifton

Happy inflation and recession (aka layoffs) everyone <silly grin> How do you handle a sale of a division in your company to other corporations? For example:  We have a Division1 selling widgets. It is under a consolidation roll-up for external reporting purposes. After we sold it, we want to stop tracking its history of transactions, so we create another member in Entity dimension called Division1_sold, put it under a different 2nd roll-up in Entity dimension.  We need it to track and wrap up any costs/ revenue pertaining to Division1 that is no longer ours, and so we don't want to report nor consolidate it under the first roll-up.Is there a more elegant way to solve this problem?  I see that OneStream allows us to set up for each member (such as Division1) that has  a date when 100% consolidation begins and ends.Thank you for your advice. I'm in SLO California. If anyone lives near me, let's meet up for lunch - my treat!!

Happy start of recession and layoffs, everyone !!  😋 We need to import flat file that has a row of header followed by rows of data like this: |R|Year|AA|BB|Account  |cc|dd|ee|      |0|2022|  99,953,899.56-|      | account123   |          |     ||| Do you have a sample BR that reads this text file and  return the Column Number of unique header AA?  BR should return the number 3.

Hi, I found this post from a year ago.  Has the solution mentioned been added to the product?  I have this exact situation and looking for the easiest solution. thanks, Greg   https://community.onestreamsoftware.com/t5/Office-Hours/How-do-you-clear-elimination-records-for-parent-members-that/ta-p/1224   Answer The data is stored in the intersection even when the parent is removed. To clear the data, you would need to put the children back under the parent, run a DM job to clear data that is for E#[YourTopParent].DescendantsInclusive and T#[YourApplicableYear].DescendantsInclusive and then force consolidate. This will clear the elimination data for the parent (but also the data for the children entities). Then, the parents can be deleted/removed as needed. Note: There is a pending update to the product to address this in a future release.

Is there a way to reference the contents of a spreadsheet created in OneStream via a business rule? I am trying to build a logic that will reference cells on the created spreadsheet in my BR.

Hi, Can anybody help with this error? what we need to check for this in business rule.       

Hello, This is in reference to accepted code sample posted for adding a dimension member through an Extender Business Rule. https://community.onestreamsoftware.com/t5/Accepted-Code-Samples/Extender-Auto-Create-Member/ta-p/6921 SaveMemberInfo Want to understand which tables are impacted by execution of the routine SaveMemberInfo. Does this make entry to the following tables? Member MemberDescription MemberProperty Relationship RelationshipProperty Please mention if I have missed some table here. Also, the article says that audit information is not stored with this save routine. Kindly confirm if below are the audit tables which should have the relevant details: AuditMember AuditMemberDescription AuditMemberProperty AuditRelationship AuditRelationshipProperty Would like to understand in general what information do below tables store? AuditParserDimensionAttributes AuditParserDimensions AuditParserLayouts  

We would like the ability to auto consolidate 2 other constant ex rate scenarios once we have consolidated the main Actual scenario.  We want to retain the ability to consolidate the main Actual scenario in isolation also i.e. we don't want to consol all 3 scenarios every time. What would be the best way to do this?

Is there any documents for Entity Aggregation ?

HI All, I am working on script to copy data from one channel member A to channel member B (New member),  requirement here is to copy Actual, planning and forecast data. After data copy Member A become parent and Member B become children for Member A. As per my knowledge this can be achieved with below mentioned options. 1.  Right custom script copy data from Member A to Member B.  2. Export data from Member A and load back into Member B. apart from this are there other ways like mentioned below. 1. What will happen if I rename Member A to Member B, is this work ? I mean data move from MemberA to Member B? 2. Post creating member B, is there any workaround to map Member A data to Member B by changing reference back end tables? Thanks, Sandeep

I have a extensibility rule which copies and adjusts rates in modeling scenarios. Works fine for Administrators, but I would need to get this working also certain divisional users, which do not have the Manage FX rate role (as per now). To my understanding the rule is not able to update the rates since the session info contains user which does not have Manage FX rate role. Is there any way of getting around this, other than granting the Divisional users the Manage FX rate role, which would give them access also to certain rates that they should not be able to adjust?

Hi , I am trying to write a statement similar to below in a Finance business rule. This copies all data for source scenario to target scenario for Base accounts under a specific node  and some additional filtering. This works fine when both Scenarios are of type Forecast. However for Actuals to Forecast it is not working and this is because our Actuals are extended and uses a deeper granularity than forecast type scenario ( which uses a summarized granularity). I have seen O/S snippets and article that we use a convert data buffer command to make this copy work , but unable to find the exact syntax which can help me to also filter accounts and other dimension as shown below.   api.Data.Calculate("S#" & Target & " = S#" & Source & ", V#Periodic" ,"A#GMACM.Base" ,,"O#BeforeAdj.Base","I#None",,,,,,,,,AddressOf onEvalDataBuffer,,True)

Hi, I have built a Finance business rule that users a data buffer to identify base level UD1 members with data at a specific intersection and sort the results. The user is prompted to select a parent level Entity and that is passed to the BR and used in the buffer.  Note:  The BR is called from a Cube View. What I need to do next is take the parent level Entity that the user chooses, pull in a list of base level Entities under that parent, and then loop through my data buffer for each of those base Entities, and then add the base UD1's to my list if they meet the Text# conditions I check for.  How do I go about calling the base level Entities member list and pass them in one at a time into my Data Buffer so it loops through them? Thank You