Rules

Hi, We are working on Consolidation application with 'OOB and Store share' algorithm type. Came across an requirement to eliminate balances on few GLs with C#Elimination and O#Elimination member. Below calculate function worked randomly for few entities (step consol structure) and not for all. Any suggestions to improve on below logic ? Thanks   If api.Pov.Cons.Name.XFEqualsIgnoreCase("Elimination") Then api.Data.Calculate("C#Elimination:O#Elimination = (C#Share:O#BeforeElim) * -1", _ "A#OtherAssets.TreeDescendantsInclusive.Where(Text2 = Others)", _ "F#EndingBalance",,"I#None","U1#None","U2#None","U3#None", _ "U4#TopSide_Adj","U5#None","U6#None","U7#None","U8#None") End If        

Hi. I am trying to forecast OpEx accounts based on a seeding method. I am storing the method on a specific month by account and some UD dimensions and based on the selected method want to apply different math for those combinations. The issue i am facing is that when looping through my original data buffer, where the methods are stored, i need to change the Scenario, Period and View member for the looped databuffer cell and then sotore that value. E.g. if the method stored in 2023M1 is 3MthAvg, i need to grab V#Trailing3MonthAvg:2023M1:S#Actual for each data unit that is being processed (All months for 2023 Budget scenario).     Dim driverDataBuffer As DataBuffer = Nothing Dim calculatedBuffer As DataBuffer = Nothing Dim destinationExpressionInfo As ExpressionDestinationInfo = api.Data.GetExpressionDestinationInfo("V#Periodic:O#Import:U5#NoChannel:U6#NoCustomer:U7#NoProject:U8#None") driverDataBuffer = api.Data.GetDataBufferUsingFormula( _ "FilterMembers(C#Local:" & fir

Finance Business rules can be referenced in Confirmation Rules to ease maintenance. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

Hi, I want to retrieve into a Business Rule and pass it on to a CubeView row label the value stored in a UD text property. ie UD4 Text3 for example presuming that this is relative to the current Workflow Scenario/Time setting In snippets I have found this : 'Dim sValue As String = BRApi.Finance.UD.Text(si, dimTypeId, memberId, textPropertyIndex, varyByScenarioTypeId, varyByTimeId) I am aware that the Text1 property attached to the WorkFlowProfile has the folowing attributes to get the various values stored under each TextN property field.Attribute Index Is: Text1 = 18000, Text2 = 20000, Text3 = 22000, Text4 = 24000 So what is the appropriate syntax in a Business Rule that I could bring in the UDN TextN values. Thanks Mark    

Please provide any guidance or knowledge documents on how to access data stored in table data manager tables via Finance Business rules.

Hi all, I have a dashboard with an SQL table editor component. Through the component in the dashboard, I can save text to the table, including special characters. For example, there is no problem in saving a string containing α (alpha).   Now I am trying to load a CSV file to that same table. The file contains some special characters too. To load the file, I have built a business rule which contains the following command: loadResults = BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, SourceDataOriginTypes.FromFileUpload, filePath, fileinfo.XFFile.ContentFileBytes, "|", "App", "LOAD_TABLE", "Merge", lfieldtokens, True)   The special characters are not recognised, and this is the result when loading TestNameαβπ.   Is there a way to load the CSV file and preserve the special characters?

Hello All,  I am new to OneStream trying to write a Value Override business rule for some investment accounts, The rule works without account filter. How ever I want to restrict this to Accounts with Text2 tag as "CADOverride". Somehow the value becomes zero if I have the Text 2 filter and not sure where am I doing wrong, (I am currently just checking if text 2 is not null and it seems to be retuning empty)   Dim foreignCurrency As String = api.Pov.Cons.Name If ((Not api.Entity.HasChildren()) And (api.Cons.IsForeignCurrencyForEntity())) Then Dim overrideAcc As String = api.Account.Text(api.Pov.Account.MemberId, 2) If String.IsNullOrEmpty(overrideAcc) Then Select Case foreignCurrency Case "CAD" api.data.calculate("F#EndBal= RemoveNoData(F#CADOverrideInput:C#Local)") End Select End If End If   How should I proceed to troubleshoot this? Any ideas are appreciated, Thanks, Manoj

An api is passed in, but typed as Object, what is object type of the correct/most efficient API to use in an Extensibility Rule to call Members.GetBaseMembers()?

I want to have an account that has a calculated value (rounding it to thousands), and then allow a Forms input adjustment to it for footing reasons.  The calculated value would have a UD4 of "Calc", and the input would have a UD4 of "Footing".  As soon as I make the account calculated it doesn't seem to let me input to it with the other UD4.  It shows in white background indicating you can input, but I can't put anything in the cell.  Anyone know if what I'm trying to do is possible?

OS Version 7.3.3My files are stored in a Named Workspace, "Finance WS"I want to open a file stored in Finance WS.  How do I get the workspace guid to accces the file? Dim guidWs as Guid = ???BRApi.Dashboards.FileResources.GetFileResource(si, False, guidWs, strFilename)

Hi, I have a matrix data source matrixed on Account.  Sample below.  One of the Account fields is a Date that I need to convert to a Long to store.  I can do the conversion but not sure how to target the value to convert when in a matrixed data source. If it were a delimited data source I would use: Dim sDateField As String = api.Parser.DelimitedParsedValues(6).  Is there a way to identify the value in a matrixed data source? thanks Greg Code1 Entity Account1 Account2 Account3 Test1 Entity1 1/1/24 0.025 0.5 Test2 Entity2 5/1/24 0.025 0.5 Test3 Entity3 3/1/25 0.025 0.5

If an API and a BRAPI accomplish the same action, like returning a text field from an account, a developer can use either without consequence in a Finance Business Rule. Question Credit: Chul Smith Is this statement fact or fiction? Comment your best guess below! Answers will be revealed in one week. * This question is applicable to Platform 7.3.0 and may not be relevant to future releases

I am trying to figure out how to share a structure between OS BR files. In an Extender BR file named ExtenderBR I have:   Public Structure MyStruct Public Element1 As String Public Element2 As Boolean Public Element3 As Integer End Structure Public Function MyFunct1() As String Return "" End Function Public Function MyFunct2() As MyStruct Return New MyStruct End Function   In my Finance BR file, I include the BR\ExtenderBR from above and include a line   Dim ExtenderBR As New OneStream.BusinessRule.Extender.ExtenderBR.MainClass Dim xx As String=ExtenderBR.MyFunct1() 'This works ExtenderBR.MyFunct2() 'Generates error, as the Finance rule doesn't know about the custom Structure   Any thoughts how to share MyStruct across multiple OS Business Rules files?

Hello, I am trying to create a FX Scenario - Acutuals at Prior Year Rate. I know i can use Constant Year For FX Rate and assign the year from which OneStream will pick Actuals rate in this case. But i dont want the user to be changing this property every year. My approach is to set "Translation Algorithm Type" to "Standard Using Business Rules For FX Rates" and create a custom translation for that specific scenario "Actuals at Prior Year Rate".  Does anyone has the logic to translate the scenario using Actual Exchange rate tables switching one year back from the POV being translated?

Hi, I have an application DB table with a date column and I am using the LoadCustomTableUsingDelimitedFile function to load a CSV file to the table. The xfDateTime# token is assigned to the column in the LoadCustomTableUsingDelimitedFile  function. The dates in the CSV file are in the dd-mm-yyyy format. However, the LoadCustomTableUsingDelimitedFile function assume the dates are in the mm-dd-yyyy format. Data is loaded but when querying the table using the Month() SQL function for example, the day is return instead. Is there a way to make sure LoadCustomTableUsingDelimitedFile  knows the date column in the data file is in the dd-mm-yyyy format? Thank you

Hi, We have a cascade entity structure, where one of the sub-elements consolidates up to a certain period, and after that period the other begins to consolidate. Entity A1 has an investment in Entity B11. Consolidating 2019M12, the application calculates an elimination of consolidated reserves in both parents Entity B1 & Entity B2, regardless of the fact that Entity B2 does not consolidate until 2022M8. I would like to know if anyone else has had a similar problem and has been able to solve it. Thank you, Sara

In a Spreadsheet (TableView) business rule, I am trying to reference the view created during the load of a BiBlend Star Schema. In our case when I create the BiBlend Star Schema tables, I also see that a view is automatically created that links the dimension tables to the fact table. I would like to read this view as my datasource for my table view. I added the line the following line:     sql.AppendLine("FROM vBIB_OneStreamDevelopment_COPA_AnalysisImport_COPA_BiBlend_2023M6") When I open the Table View in the OneStream spreadsheet I get the error message "Invalid object name 'vBIB_OneStreamDevelopment_COPA_AnalysisImport_COPA_BiBlend_2023M6'. I can read this view using a Data Adapter without issue, but when I embed in a Table View rule I get the above error.

The below finance rule will sort the members in my case it is entity and it will take the parameters in the Cube view. '*******************************************************************************************************************'Parameters in the Cube View'E#Root.CustomMemberList(BRName=MemberSort, MemberListName=AscEntSort, Memlist=E#[Legal].DescendantsInclusive)'********************************************************************************************************************         Dim Memberlistname As String = "AscEntSort" Dim MemberListstart As String = args.MemberListArgs.NameValuePairs.XFGetValue("Memlist",Nothing) Case Is = FinanceFunctionType.MemberList If args.MemberListArgs.MemberListName = Memberlistname Then Dim objMemberListHeader = New MemberListHeader(args.MemberListArgs.MemberListName) 'members into the list Dim objMemberInfos As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(

Is it possible to calculate slope, Correll and Intercept for a given factors vary by 12 periods using OS Finance Rules? If so, what are the libraries, I need to Import? Appreciate any suggestions how I can implement this in OS.      

Hihi, I am using a variant of the GolfStream finance business rule "XFR_MemberListAlphabetical" and need to pass an additional variable into the rule. For a Finance rule, is it possible for a CV or QV to pass the MF variable to the rule? Currently, the rule is setup statically on a starting entity:   Dim MemberListstart As String = "E#[Total GolfStream].base""   However, because our organization has thousands of entity, the finance rule passes all base entity into the QV. With suppression, I can arrive at the relevant members, however, it significantly slows down the rendering of the report. I've tried using the api.POV command, but it passes the user CV pov, which is not always relevant to the CV. Is there a way to pass a variable using something like an args.NameValuePairs()? I am having difficulty with the limitations of the finance rule VBA set. Essentially, I need the memberfilter builder of "E#[MyEntity].XFR_MemberListAlphabetical,Ent_Sort]" to use "E#[MyEntity] as

I don't know much about method queries, so I'm hoping to get some feedback on how to build off of or reference the data tables as well as where these tables are stored. The ICMatchingForWorkflowUnitMultiPlug method type used in the Intercompany Matching application reports returns the entities as "Name - Description," which causes a few problems for us considering our entity names' were created with an obscene number of characters and underscores. I've copied the reports and data adapters, but not sure how to write the script within the Report Designer or how to alter the data adapter... Any suggestions?

Dear Community, For one of my project I need to get the values of a given cube view as a data table within my business rule. I can fairly use the FdxExecuteCubeView which will give me this kind of output :   Cube Entity Local Scenario Time YTD Account None Top None None None None None None None None None 22.86874 21.68644 1.182297 5.451777   while my cube view is only showing accounts in rows and time in columns. One of the problem here is that I don't get the columns headers for the values ... So my question is : is there a way to get an data extract in a form of a data table directly from a cube view with the same rows & columns headers only ?   Many thanks and happy holidays !

I have a dashboard that has 2 components,. 1. A Combo Box that is populated with a sql query in a Bound List Parameter. 2. A Spreadsheet that is populated with a Table View.   The table view is generated using a Spreadsheet Business Rule. How do I pass the selection from the combo box to the table view?   Thank you for any suggestions.

I am storing a csv file in everyone path in filestore> Data Managemanet>Export> User folder. I want an BR that reads the file and compress (Create new .zip/ Override the .csv to .zip) and store in the same path. I am facing issues in same.

Could you please provide a sample script with example  to Generate the base mambers of UD2 dimension into a Variable. I'm trying to follow the below syntax, but it's not working for UD Dimensions Dim baseMembers As List(Of Member) = api.Members.GetBaseMembers(entityDimPk, entityId, Nothing) Appreciate your assistance.