Rules

Hello, I have a problem with a couple business rules running at the wrong times from within a dashboard.  The background: I have a business rule that changes the formatting of the buttons on a dashboard to show which one was clicked last. The buttons function as "tabs," each linking to a report; the button linking to the currently selected report shows itself as highlighted. To do this, I have the name of the current active button stored in a literal parameter. When a button is clicked to launch a report, a business rule rewrites the value of this literal parameter. (An XFBR String rule then reads this parameter to determine how to format the buttons, and is output to button - formatting - display format). The problem: When I launch the dashboard from OnePlace, the highlighting works correctly, showing a set of buttons with the first button highlighted. When I click another button, the button works correctly by launching a report, but the first button remains highlighted. The li

Hi Team,I wanted to insert a text to data cell (for example 'Add comment'). Is it possible to be done by using api.data.calculate?This is how I see this:Dim Comment As String = "Add comment"api.data.calculate("V#Annotation:A#xxx:F#xxx:O#xxx:I#xxx:U1#xxx:U2#xxx:U3#xxx:U4#xxx:U5#xxx:U6#xxx:U7#xxx:U8#xxx=" & Comment) Thanks a lot! 

Hi, I can't seem to find a method in the api that accepts a substitutionvariable object and returns the string value of that substitution variable. Or just get a dictionary of all predefined substitution variables and their values. Is this or something similar available? 

  We are trying to create a form with external vba code to refresh automatically once the onestream addin- refresh workbook. 

hi,Am looking to trigger the Finance Business rule from the DM step.Below is my snippet , but the DM step is not triggering the  finance BR .      Thanks 

This may be a long shot but I was wondering if there was any kind of functionality to have a message appear if you leave a dashboard page/try to close out of it. The use case is that I have a dashboard that has a button that is hitting when a conference call happens and it updates security groups so certain users can't make updates during the call. I have another button the user SHOULD hit when the call is done and this will put the security back to what it was originally.  If the user of the dashboard forgets to hit that other button at the end of the call then the security never changes back. Was hoping to give a pop up message or something that forces the user to hit that end call button so the security goes back to what it was.

I'm getting the message "'Function GetLiteralParameterValue(si As SessionInfo, isSystemLevel As Boolean, parameterName As String) As String' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'."   Anyone know what object & method should I be using instead?     strSomeString = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si,Nothing,"pm_SomeParameter")      

Is it possible to update the Application Security roles with in an extender Business rule? I want to be able to update the Modifydata role with the push of a button.

I would like to create a derivative transformation rule that will add _Qty to the end of the Account and pull the ActualQuantity field from the data source as the Amount.My DataSource has a field for ActualQuantity.I have a Derivative Rule that looks like this:The complex expression on the derivative rule is:this returns 0 instead of the amount in the ActualQuantity field. Thank you in advance.

Hi, I'm trying to get the amount of an objDataCellInfoUsingMemberScript but I couldn't get the data, I'm trying this:objDataCellInfoUsingMemberScript = BRApi.Finance.Data.GetDataCellUsingMemberScript(si,"KemetFinRptg", "E#LEGAL_Y:C#Local:S#Actual_YAGEO_Fx:T#2022M1:V#MTD:A#702006:F#Top:O#Top:I #Top:UD1#0021:U2#Top:U3#Top:U4#Top:U5#Top:U6#None:U7#None:U8#None" )'String to convertDim stringToConvert As String = objDataCellInfoUsingMemberScript.DataCellEx '<-- Update string to be converted'Convert to double. Set to 0 if string if not able to be convertedDim dblValue As Double = stringToConvert.XFConvertToDouble(0)  

Hi OS Community,We have custom business rule to manage Data cell access security (Slice security). We have created new row category(DHRStat_Fcst)select group and it should have Read access only to PLP register but issue is it also have write access to add or make changes to register (screenshot below highlight in yellow) which we are trying to retrict through BR. Custom BR code: Line 253-259 is it is for data cell read access for PLP registerLine 263- 264 is the code for write access for PLP register and we try to restrict by category, but it is still not working. If Not itemAccess.Category = "DHRStat_Fcst" AndAlso itemAccess.MemberFilters.Scenario.IndexOf(wfscenarioname) > -1 AndAlso brapi.Security.Authorization.IsUserInGroup(si, groupID) ThendashSet = "3b2b1w_RegisterMaint_PLP"End If Data access:I need help with the BR code change to restrict the write access to the particular Data cell category .Let me know if you need any more details.Appreciate your help!!

Hi All - I am trying to create a View using a Extender BR and It is compainling without any issue but when I try to execute it am getting the below error. Any help would be appreciated.   Dim vSQL As New Text.StringBuilder() vSQL.AppendLine("CREATE View dbo.v_stageData AS SELECT WFP.ProfileName As WorkFLowProfileName, S.Sn AS SrcScenario, T.SnT AS TgtScenario, S.Tm AS SrcTime, T.TmT AS TgtTime, S.Et AS SrcEntity, T.EtT AS TgtEntity, S.Ac AS SrcAccount, T.AcT AS TgtAccount, S.Fw AS SrcFlow, T.FwT AS TgtFlow, S.Og AS SrcOrgin, T.OgT AS TgtOrgin, S.Cn AS SrcConsol, T.CnT AS TgtConsol, S.Ic AS SrcICP, T.IcT AS TgtICP, S.U1 AS SrcU1, T.U1T AS TgtU1, S.U2 AS SrcU2, T.U2T AS TgtU2, S.U3 AS SrcU3, T.U3T AS TgtU3, CAST(S.Am AS DECIMAL(18,2)) AS Amount FROM StageSourceData S INNER JOIN StageTargetData T ON S.Wfk=T.Wfk AND S.WtK = T.WtK AND S.Ri = T.Ri INNER JOIN WorkflowProfileHierarchy WFP ON WFP.ProfileKey = S.Wfk WHERE T.SnT = 'Actual' AND T.TmT = '2023M1' AND WFP.ProfileN

I have UD8 DynamicCalc members that calculate various Growth %s.  These work as expected when the Account dimension member referenced in the formula has a normal Account Type (e.g., Revenue or Expense).  It doesn't work when the Account Dimension member's Account Type is a DynamicCalc.Any tips on how to solve for this?  We can workaround this with some math in Cube Views, but would love to have a workaround for XFGetCell and Quick Views.

Hi, I am currently working on creating a ParamHelper business rule to be used in a CubeView. The goal is to have the S#scenario driven by the time dimension parameter selected by the user, rather than by the workflow time. For example, if T# contains M1, the scenario that should be returned is S#Projection. I would appreciate any pointers or guidance. Thanks in advance for your help!

Is there an easy way, to copy data from one cube to another (with different dimensionality)

Hello communityI have quite a stupid question. We have two functiont types for Member Lists, MemberListHeaders, MemberList.I couldn't figure out what the purpose of MemberListHeaders is. If I define a list in "MemberList" without having it in "MemberListHeaders", everything works fine. And if I add a list to "MemberListHeaders", it's not popping up anywhere in the application, as far as I saw.I was expecting something like in HFM: the Headers was used to display the list in a dropdown from which the user was able to select it, while the "List" was the place where the list was defined.I'm sure there's a use for MemberListHeaders, but I haven't gotten yet.Marco

Hello,I'm trying to create a transformation rule for a specific entity that if it's a specific account (6189) it would go into a specific UD3. I'm not sure how to do this because there's 2 specific criteria needed, instead of being a 1:1. I'm new to OS, so all the tips and tricks help!Thanks,Will

Hi,I have a custom SQL table for people planning and want an ID field as my primary key. (The existing fields that would be good for a primary key need to editable (e.g. entry date) so I cannot use a set of existing fields as my primary key.  Setting a field as a primary key makes that field not editable.) My question is how to set a field's default with a SQL code, "select NEWID()" which generates a unique code?  I tried creating a parameter as a Bound List and SQL code with this query but when the dashboard with the SQL table editor is opened I get a pop up window asking for an input for this parameter.  How are primary keys normally handled in this case?  Thanks.

Hi all,I'm developing a dashboard that will likely be used by 10 different people. I'd like to lock the access to other users if one user has the dashboard already open (and maybe until he/she clicks on a button to unlock it?)Does anyone have a reliable approach to do this?Thanks in advance!

Hi I have created a member list on Account dimension members to pull accounts with Account type "Balance Recurring". Now I need to use this member list in Finance BR  - Calculate Function Type to loop through this member list and copy data from December to Jan.I would like assistance on the syntax to filter by this member list on a data buffer function to pull the December data. Also I would like to know whether the member list will be executed one time and stored in the memory and used across all entities OR will it be executed for each entity when it runs through the consolidation process?I want to make sure using member list to achieve this data copy is performance efficient than directly filtering the members within the Finance Calculate BR using  api.Data.GetDataBufferUsingFormula("RemoveNoData(FilterMembers(A#Root.Base.Where(AccountType = 'BalanceRecurring')

Hi ! I want to confirm a data management behaviour... Right now I have data in a driver on Entity 9999, that I need in order to calculate data on entity 1032. The output should be on entity 1032. I am using a data management job where the DUCS are set for Entity 1032. However when I run the DM, my data buffer is not getting any data for Entity 9999. I think somewhere someone mentioned that using SetDataBufferVariable you can retain data in the whole Data Management sequence, so I tried to change the Data Management DUCS to "E#9999, E#1032". But the variable seem to be cleared when cycling to the second entity. Then my question is : How can I get my data buffer to "read" data from another entity (E#9999) when my data management job run on E#1032 ?   Here's my code which obviously doesn't work at the moment. The goal is simply to have databuffer1 get data from Entity 9999, and databuffer2 to get data from current entity 1032: Dim dbr1 As DataBuffer = NothingIf api.Pov.Enti

Hi all,I'm working on a Business rule that will be triggered as soon as a user clicks on a button within a dashboard.Is there a way to retrieve the Username of the user that clicks on the button? Thanks in ad

Hello - is there a way to make the below work inside GetDataBufferUsingFormula .Getting Error processing script 'V#Periodic:F#EndBal_Input:A#:U1#USF02'.Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(V#Periodic:F#EndBal_Input:S#Actual:T#" & sLastActMth & ":U1#" & mCostCenter.Member.name & ",[A#[PNL].Base.Where((Name StartsWith '4') or (Name StartsWith '5') or (Name StartsWith '7') or (Name StartsWith 'X'))], [U3#[TopUD3].Base],[U2#[TopUD2].Base])").Looks like not recognizing filter with 'or' inside where clause.  Below works fine without an 'or' condition.Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(V#Periodic:F#EndBal_Input:S#Actual:T#" & sLastActMth & ":U1#" & mCostCenter.Member.name & ",[A#[PNL].Base.Where(Name StartsWith '4')], [U3#[TopUD3].Base],[U2#[TopUD2].Base])").

Hey all, I'm struggling to figure out how to define a TableViewColumn to be of type Decimal instead of the default type being Text. I'm in the section where I create a TableViewRowHeader and adding TableViewColumns to it. I can create a new column: Dim myTableViewColumn As New TableViewColumn myTableViewColumn.Name = "Col1" But when I try to set the type to this column, I get an error " Input string was not in a correct format." when trying to retrieve the table: myTableViewColumn.DataType = XFDataType.Decimal Is this syntax correct? I'm assuming that it's in the column definition where I should be defining the datatype but now not so sure. Hopefully someone can point me in the right direction.   As a side note,  page 15 in the Table Views User Guide makes reference to a function called CreateTableViewColumn. Is this a custom function or part of the OS library. The compiler doesn't recognize this function.    

Is there any way we can use the transformation profile one to one mappings in a data table. Preferable to use in a connecter Drill back code. Is there any Data base table for the same.If not, we have a create a custom XFC table in application DB to refer the same that replicates the transformation profile.