Rules

Hi all,  is there a way a flip sign can be applied to a mask account mapping that contains a complex expression? See screenshot below (partly), the customer created nearly 4000 lines of code in here.     

Hi All,   I'm looking for documentation on best practice to write and NCI calculation? If anyone could point me in the right direction that would be greatly appreciated.   Cheers!

I was asked today, 'Am I correct to think that Databuffers do not return Null/Blank cells and therefore you don't need to check whether the cellstatus is Not NoData?' The full data unit is in memory and Time is part of that.  The system needs it in memory so it can figure out impacts to the whole year.  When you can a data unit for a month you are calling only part of the full data unit. For future period the data will be there, but not in the prior months.  If the data was there in Jan, but not Feb - Feb would be derived zero. Only because period is part of the full data unit, it is possible that you could have a value in Feb, but NoData in Jan. In that case when call the Jan data and buffer only Jan, you might think you have a true No Data. That is why we have the function to check. Honestly though, if the value existed in Jan, you probably need to run it for Feb too though. Using Is Not NoData should NOT be a default, you decide if you need it or not.

Is it possible to build a Business Rule (Dashboard Extender) that connects to and updates the Task Scheduler Table without the use of a BRApi?  Our team is currently connecting to the table using BRApi.Database.ExecuteActionQuery.  This function allows users to update the Task Scheduler through a dashboard.  But we would like to find an alternative approach to updating.

If each Cost Center is mapped to a single profit center, can that be stored as a Text attribute in the metadata and then referenced in Transformation Rules?

We are trying to develop logic to do the following during transformation: If the G/L account in the load is in a certain range and the UD2 member is valid, load to that intersection      otherwise If the G/L account in the load is in that same range but the UD2 member is invalid, map UD2 to None   Has anyone gotten something similar to work?   Thanks,Bil

Hi,  I have a list of "segments" in the text 2 property for each Entity. For each Entity I would need to see these "segments" as columns in a cube view, so I need to return a "member list" however these "segments" are separated with a pipe ("|") delimiter in the text 2 property. The above "segments" in the Text 2 line are already defined as UD2 members in the Dimensions section. I was investigating the use of an XFBR formula however I can only return the first member list in the Text 2 property and not a list. Any advise would be helpful. Thanks  

Dear Community,   I have a use case where the user would like to change a value by clicking a button. when I click on the "+" icon, it will add 1 into my parameter shown in the label, and when I click on "-", this would remove 1. Very simple, it can be done just with an input but I would like to do it with icons just for fun 🙂   Basically, this looks like this : I was thinking of using an XBRL but not sure on how it would fit ?   Regards,  

Hi,   I am looking for a Business Rule (DataQualityEventhandler) to send e-mail notifications when "Set IC Transaction Status" is used. I know how to send e-mail when the "Set IC Transaction Status" is used. The challenge is to get the comment and other information from the ICMatchStatus table and to pick up the e-mail addresses to send to. So, I want to check for the entity in the ICMatchStatus table and all users with access to that entity should then receive the e-mail notification. I want to use the e-mail on the users to create the e-mail list for sending e-mails.   It's more or less the same as with the journals. If a journal is for example created, then an e-mail is sent to the users that can approve the journal. The e-mail will then also contain the journal they are suppose to approve and/or post. This I have, but the ICTransactionStatus is a bit    Regards, Peter  

Good Morning, Everyone --  I have a report which showcase forecasted KPIs using a set of assumptions and conditions. There is a growth rate that is been used to grow the KPI for each forecasted month.  Do we have something similar within Golf Stream?  Would appreciate any ideas. Thank you!

We currently use the XFR_MemberListRanked business rule (from Golf Stream) to rank items in our cube views.  We have a request to rank based on percentage.  I'm curious if anyone has a solution for this or has done this in their application.   

Hello, Apologies if this seems like a rather basic question but I couldn't see anything in the Golfstream app. Is there a standard business rule I can take which copies data from one POV into another and modify it so I can effectively combining two base entities into one?  Thanks, Oliver

Hello everyone -    As the title mentions. How do I grab a list of entity members which contains the word "district" within its name/description? 

Hi OS gurus. Hoping to get a little help on converting a Hyperion line of codethat is using SUMRANGE to OneStream. Here is the Essbase line I am trying to convert: IF(@ISMBR("Assoc Ex Elim"))@SUMRANGE("Cash - Asset",@CHILDREN("Assoc Ex Elim"));ENDIF This piece of code is going to reside in a Flow member that has already been setup as a DynamicCalcTextInput member. It already has codewhere it is calculating account "A29970 - Assoc Ex Elim" based on if a Cash account is positive or negative. It works good but is doing it for all UD1 members, we want UD1 member named"Assoc Ex Elim" to not use this Cash account formula but rather just consolidate what it's children have. This is what the Hyperion code is doing. I have tried the following but no data comes back for it:If api.Pov.Account.Name = "A29970"Dim UD1NAME As String = api.Pov.UD1.Name   If api.Pov.UD1.Name = "Assoc Ex Elim"    api.Data.Calculate("F#ENDBALCALC=F#ENDBALCALC","A#A29970",,,,"UD1#[Assoc Ex Elim].Childr

Hi - I have created a routine in Connector Rule to fetch the Worker data from HCM and I was able to assign it to a variables and able to print it successfully.   My question is below    1. How I can assign the variables to the List because I am trying to use this connector rule in Data Source and trying to bring the data to the OS stage Area ? is it possible, My function return type is task for the RESTAPI call.   2. Or I can create a Extender Rule and create a Table in the Backend and import into the table and create an another connector rule to bring it to the stage.   Any suggestion would be appreciated.   Thanks Krishna

Hi All, I'm looking to filter a dynamic calculation by the base of my income statement and balance sheet accounts. The result of this dynamic calc will be leveraged within a confirmation rule.  Do you have any suggestion on how to effectively filter this?  Thank you in advance.

Hi Experts,   I have the following rule to translate my opening balance adjustment (entered manually in the current year) at an opening rate.   If (api.Cons.IsCurrency() And Not api.Cons.IsLocalCurrencyforEntity()) Then 'Only run for foreign currency Dim timeId As Integer = api.Pov.Time.MemberPk.MemberId Dim prioryearid As Integer = api.Time.GetLastPeriodInPriorYear(timeid) Dim rateTypeClo As FxRateType = api.FxRates.GetFxRateTypeForAssetLiability() ' get closing rate from prior year Dim pycloRate As Decimal = api.FxRates.GetCalculatedFxRate(rateTypeClo,prioryearid) 'use closing rate from PY to translate this member api.Data.calculate("F#ObalAdj = C#Local:F#ObalAdj*" & pyclorate,"A#Bs.Base") End If   While this works perfectly for data entered via Forms, it doesn't work for adjustments entered via journals. When a journal is posted against ObalAdj member, I see  2 things happening:   1. The AdjInput member translates at opening rate ba

  The items below detail the specific list of tasks that are executed for each data unit during the calculation process. Data Unit Calculation Sequence (DUCS) Clear previously calculated data  If Using Hybrid Scenarios  - the copy will run here Run Scenario Member Formula Run reverse translations by calculating Flow members from other Alt Cur. Input Flow members Execute Finance Business Rules (1 & 2) Run Formula Passes (1 – 4 ) Account, Flow, UD1, UD2, … UD8 (Member Formula Execution) Execute Finance Business Rules (3 & 4) Run Formula Passes (5 – 😎 Account, Flow, UD1, UD2, … UD8 (Member Formula Execution) Execute Finance Business Rules  (5 and 6) Run Formula Passes (9 – 12) Account, Flow, UD1, UD2, … UD8 (Member Formula Execution) Execute Finance Business Rules  (7 and 8 ) Run Formula Passes (13 – 16) Account, Flow, UD1, UD2, … UD8 (Member Formula Execution)

Customer has intercompany transactions in local currency. They want to eliminate sales and cost of sales and have the remaining margin (in local currency) at the Sales entity - not in an elimination entity - and be able to view in local currency.  For the entity purchasing the goods, it should be zero. Is it possible to do this in rules? Or some other way?    thank you

The attached file will help plan rules from HFM to OneStream

Hello How does one write an aggregation business rule? I know Accounts aggregate automatically, but a business  rule is needed for Entities, correct? In Essbase we could have something like:   FIX ("2025","Jan":"Dec","Actual") Calc DIM ("Account","Source","Product","ResponsibilityCenter","Interco","Entity","Location"); ENDFIX;

Hi, I'm trying to set up some new Cash Flow accounts, and as usual I'm looking at the existing CF accounts to see how they've been set up. However, I'm pretty new to OneStream, and I'm struggling to make sense of some of the Syntax.  I've had a look in the 'OneStream XF Reference Guide.pdf'  but there isn't much info there.   Where can I find more info on Member Formula Syntax?  Is there another document that I'm missing?

Equity Accounting And Methods   A consolidation method is just a way to treat an entity during consolidation based on how much of it you own or control.  It makes sense, if you only own 10% of an entity, and another entity has an asset recorded for the value of that investment, you would be overstating your value if you let it add up at 100%.  The following are the most common methods you might see.   Subsidiary: Entity owned at >50% The Subsidiaries financial statements are consolidated and eliminated.  The Equity associated with the subs financial statements are eliminated against the Holding companies Investment in the sub.  If the Sub is not 100% owned, the owned portion of Equity is eliminated and the unowned portion is reclassed to Minority Interest.   Equity: 50% >Entity owned >20% An Entity held, as Equity Method is NOT consolidated.  The Net Income of the Entity is multiplied by the Equity holding and the result is booked to the

Equity pickup (EPU) is a method of reevaluating the investments owned by a holding company allowing the parent to realize changes in equity. This results in the holding company’s balance sheet showing the current value of the corresponding share in the equity of the subsidiary. Investments are normally shown at historical or acquisition cost.  But an invested company has a value that can vary based on profit and loss they are incurring.  The equity pickup adjustment offsets the historical cost in local currency, showing the actual value of the equity owned.  Direct Ownership Percentage * Equity of Owned Entity = Current Equity Value - Investment = Equity Pickup Adjustment You can calculate the adjustment by simply taking the direct ownership percentage multiplied by the equity of the entity owned then subtract the investment in the parent.  In OneStream the ownership percentage can be entered directly on the entity or by creating a Ownership cube.  But once thi

OneStream Platform releases will periodically include an update to the Business Rules compiler, which is noted in each version’s Release Notes.  The enhancements typically make the compiler stricter in detecting syntax or other conditions, which are surfaced through Error or Warning messages.     Error messages must be resolved, as the Business Rules will not complete the compile process. Warning messages are exposed to provide guidance to the Administrator.  The displayed line items will still function but should be updated to support the latest compiler’s requirements.  The method to resolve the Warning will vary.  In some cases, a replacement function may be available, or there may be a change to a function’s properties. Example   The above error message informs the Administrator of a Warning on the LookupRowFieldValue function having a property change.  By reviewing the current rule, and by looking at the current Function Definition, th