Rules

Does anyone know if it is possible to specify all artefacts in XFProject? eg something like <xfProject topFolderPath="DEV" defaultZipFileName="DEV.Zip"> <projectItems> <projectItem projectItemType="BusinessRule" folderPath="" name="*" includeDescendants="true" /> </projectItems> </xfProject> Thanks

tldr: What's a performant, reliable way to determine a member's parent within a given hierarchy?I have been developing a custom extender rule to automate OneStream metadata updates based on our master metadata source. One of the last remaining tasks to solve is how to correctly execute member moves. As OneStream can have a given member exist multiple times in the same dimension, the only way to execute a move in OneStream is by specifying "move from parent A to parent B." Parent B is quite easy to determine as our metadata source provides this information per-hierarchy and does not allow duplicates but it does not tell us parent A, or even if there was a move at all. This means I have to validate that the specified member 1) is under the same parent that our metadata source says it should be and 2) isn't anywhere else in the hierarchy. However, in OneStream, I know of no way to query the parent(s) of a member but only those within a specific hierarchy. I've never needed to do this in a

This is the layout of my CVI'm using an XFBR in rows (and columns); the rules for each scenario are different; how do I get the context from the columns?In other words, when the scenario is Budget I want to apply specific rules for that scenario, same thing for Actual. This would be the script:   Namespace Workspace.__WsNamespacePrefix.__WsAssemblyName.BusinessRule.DashboardStringFunction.REP_ParamHelper Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DashboardStringFunctionArgs) As Object Try If args.FunctionName.XFEqualsIgnoreCase("GetAccount") Then //Do something End If End Function End Class End Namespace 

Hi,We are currently using a Dashboard that allows admin to remove users from Security groups. I would like to enhance this functionality so that approvers, rather than admins, have the ability to remove users from security groups.Currently, the system security roles under the " System tab" are set to "ADMIN" by default for the "Manage System Security Groups" setting.Unfortunately, we cannot make changes to these System Security roles due to the large number of approvers across various groups.Could you offer suggestions or guidance on how we can implement this enhancement effectively?Thanks in advance.

Does anyone have a business rule that will send you an email notification when the SIC goes down?Or does anyone know if this is possible?

Need some ideas on how to out bound files from OS shared folders to a network driver using UNC through SIC (we are upgrading to 8.2 from 7.3). We have SFTP through SIC works already, however, this specific process cannot be replaced by SFTP at this time. I have seen discussions and recommendation about inbounding through SIC only.

Hi, In our application account dimension member formula field is freeze so unable to see the formula its under Vary By scenario Type and Time and don't see member formula in any of member formula from 1 to 9, so is there any way to track member formula of this account?

Hello! I need to split an entity into three separate entities using transformation rules and percentages. For example, I need to split E#50 into E#50B - 33%, E#50D - 33%, and E#50L - 33%. I've read that derivative transformation rules can be used for this purpose, but I'm unsure how to implement them. Additionally, I need to divide the amount of E#50B into two UD1s U1#2345 -50% and U1#2346 - 50%. Here's what I've attempted so far: What would be the proper way to do it? Ideally, we would like to store the percentages in UD4, so users can update them in a form. Is that possible? Thanks,   

How can I schedule reports to run overnight during the close so we have a snapshot of financials at specific times?  There are no reports in the Data Management Groups for the Task Scheduler to pick up.

Hi Everyone,  I have a source file which contains multiple accounts in the columns for one month. These accounts are not there in the cube. I do not have a ud4 dimension in the source file. Each source account should be mapped to an account and Ud4 member. for ex: Account a001 has to be mapped to account A#a1 and Ud4#cost. Similarly Account b001 has to be mapped to account b#b1 and Ud4#sale. A#[a001]=A#[a1]:UD4#[cost] A#[b001]=A#[b1]:UD4#[sale] How can this be achieved in the transformation rule. Also, the data source needs to have ud4 or not. Thanks, Jeevan

I have a need to read a cell value from a Spreadsheet object (Cell D3 to be specific) that will change the color of a button object in a dashboard. The cell converts color parameters to ARGB style, and I want to use this to show an example of the color in another object. Thoughts? I want the cell vale to set a literal parameter which will refresh the object

I cannot find any literature on this - I have a custom calculate rule, how to I call it from a DM step? This is what I have in DM step, but I keep getting the below error: Below are some additional info on my set up: Thank you.

Pls share how to use one Button to launch several Data Mgmt Sequences in parallel.- Not several Data Mgmt Steps in one Sequence.TY.

I am having difficulty writing an amount to a prior month via a Finance business rule.  Specifically, for forecasting purposes in the last month of a quarter we calculate an excess amount and then want to spread that amount to the last two months in the quarter.  I can successfully calculate and write to the last month but cannot seem to write to the prior month.  For example, in Q2 as of June calculate the excess amount and then write 50% in May and 50% in June.  Has anyone been able to accomplish something like this?  Thanks in advance. 

Hello, I'm trying to calculate an External and Internal Gross Profit calculation based off a few conditions. To calculate External/Internal GP, I need to allocate the ExtCGSOther group + OpExp using our UD1 MFGResale between External/Internal using an allocation basis of ExtMLBS and IntMLBS (with the exception of account 6123 which is 100% External). I need this calculation to be on a dept by dept basis. I'm not really sure where to start and I tried looking at Golfstream but couldn't find anything that fits what my company is asking me to build. Thanks, Will

HelloWe are using the BRApi.Utilities.SaveFileBytesToUserTempFolder command in a dashboard extender rule to open a file generated by IFS.  It will create PDF or Excel files based on the extension of the file.When the user tries to open either file type they get one of the following errors.I am able to locate the generated file in my Temp folder but it won't let me open from there either.Has anyone see this or know of a solution?  I am aware it is a MS issue probably not OS, but was just thinking there may be a new way to generate these files so MS doesn't think they are corrupted.The client is currently on 7.4.2.  They had previously been on 6.8.1 but apparently have not used this dashboard since then.Thank youCR 

Hello,I'm working on a rule that drills back into source stage data from the target summary table. I'm receiving an error on the ReadSourceDataForSummaryRow line that the method or operation is not implemented. I've verified that the parameters I'm passing are correct and in the correct format.Dim importTable As List(Of TargetDataInfo) = BRApi.Import.Data.ReadSummaryTargetData(si, si.WorkflowClusterPk, Nothing) If importTable.Count > 0 For Each importLine As TargetDataInfo In importTable Dim summaryRowID As Guid = importLine.SummaryRowID api.LogMessage("before, summaryRowID: " & summaryRowID.ToString) Dim sourceLinesForSummaryID As List(Of SourceDataInfo) = BRApi.Import.Data.ReadSourceDataForSummaryRow(si, summaryRowId) api.LogMessage("after") Next End IfHas anyone else encountered this issue before? I'm working in OS version 8.2.3, but didn't see anything relevant in subsequent release notes.Thank you!

Hello, I have a weird behaviour when defining dynamically the dashboard layout. If I define dynamically the dashboard layout to be either a vertical stack panel, horizontal stack panel, or uniform, then all of my components render as expected. However, if I want to define them as grid (3 rows, 2 columns), then nothing is rendered. I did use (in that order, if that has any consequences) : contant DashboardLayoutType.Grid property GridLayoutDefinition.RowDefinitions as a list of xfgridlayoutrowdefinition property GridLayoutDefinition.ColumnDefinitions as a list of xfgridlayoutcolumndefinition The logs are telling me that the dashboard indeed is now a grid with 3 rows and 2 columns, however all of my components are not rendered in the dashboard. Being a grid : Being a vertical stack panel, horizontal stack panel, or uniform :   I do know that a grid is intepreted differently as a XAML grid class but I have no clue why it wouldn't be rendered with my components in it. Any help or

Hello, I can find no documentations about the "GetDynamicAdaptersForDynamicComponent" that is under the dynamic dashboard services. How to use it ? How to define a dynamic adapter ? My goal is to create dynamically a label component (which is done), but I would like to add a data adapter to it. Unfortunately, I haven't been succesful in dynamically linking a data adapter to my label :   Regards,

Hi, I am working on extracting data from a Cube view to a flat file. I am using FDXExecuteCubeView query to extract. The extract file is executed to run for one year. I am seeing for each Entity, Scenario, Time (DU) a log entry is created in Task Activity. The Task Activity is getting flooded with cube view log entries. Is there a way to stop the Cube view entries for each Page (Entity, Scenario, Time).? On the Cube view I have the log setting set to False and also in the FDXExecuteCubeView setting I have the logStatistics setting set to False. Is there a way to not log the entry for each time cube view is run for (Entity, Scenario, Period)?  Appreciate your inputs!

Hello,I am trying to execute this assembly at load time for this specific dashboard.The rule executes as expected, but I cannot seem to get the parameter to function properly. Here is how it is returning in the log:It's as if it is not reading it as a parameter at all. Any suggestions? 

Our beginning balance formula is as follows: 'Check to see if we are in period 1If api.Time.IsFirstPeriodInYear() Then      ......... Else     ............... This formula worked perfectly rolling from 2023 into 2024, but now in 2025 we are having issues. EX: In Feb 2025, the beginning balance is reverting back to Dec 24 instead of Jan 25. Any insight into where I might start in figuring out this error? I tried looking at our business rules for api.time and didn't see anything that stood out.  Thanks!  

Hello Experts, I am wondering if any one has worked on requirement where 2 entities need to be translated at 2 different rates for Budget scenario. I know how we can translate entire scenario by historical rate. I am not sure having entity filters will work in this case or I should be looking at different approach?Thanks,MP

Hello,Something a little different here. Below is an OS Dashboard. The client is leveraging SmartLinks to navigate specified users here (via Email). Upon selecting the link, the user is navigated here on the browser.The first red box indicates the Project to select. SmartLinks allows this to be prepopulated so the dashboard is defaulted with the correct information upon arrival.Everything is working as expected besides the pesky SQL table editor component. Web View:It is important to note that the SQL Table Editor component is populated via Dashboard Extender rule, which is executed when the Project is selected. In this case, the project is already selected, but I cant seem to get the extender rule to execute upon arrival to the dashboard. Any ideas? I want to believe this is less with the new SmartLinks feature and more with standard OS logic.

Hi everyoneWe want to do a sign flip on an account to be applicable from a certain period. The sign flip must therefore not have an affect on historic periods. The requirement is as follows:Perform a sign flip on an account data coming from a source system using a transformation rule complex expression where the month period is > 202412.We would appreciate suggestion from anyone who has performed something similar in the past. ThanksJohan