Rules

I want to run a simple calculation setting one account equal to another.  Account A = Account B.  Account A, the account receiving the data in the calculation, is set to at the member level to YTD for No Data Zero View for NonAdjustments.  The account with the data is set to Periodic. The problem is when Account B has data for some months and then has a calculated 0 in later months.  The Account A with the YTD setting just replicates the last period's data in the months with 0 in Account B which causes the two accounts not to be equal.   I am using the following calculation. api.Data.Calculate("A#AccountA = A#AccountB" , True) How is this normally managed?

Hello, we renamed some companies adding a space and some text. For example company "64" was renamed in "64 TA" After renaming we started to have issues in the rules like if Onestream does not recognize the space. This is  a sample error message we receive. Summary: Unable to execute Business Rule 'WES_Rules'. Invalid script 'A#4028_02:O#Elimination:F#None:I#64 TA:U1#None:U2#None:U3#IC_Details:U4#INTERCOMPANY:U5#None:U6#None:U7#None:U8#None' near '64'.   Is there some hidden contraint in Onestream that prevents clients to create element with spaces? By the way, do you know if there is any workaround to overcome this issue in the rules? because I belive our custmer will not accept to go back to the simple company code.   Thanks in advance Marcello    

I want to retrieve data from a .csv file from Filestore\Everyone folder and later convert the data in to a a dataTable in an extensibility rule. Does any one has a sample BR.    

Hi, Is there a way where users can input From and To dates time members in a cube view? Currently, I am using a parameter in the time member field in POV section of cube view. I have a business rule with FROM and TO dates (2022M1 to 2022M4) and then extract all the periods within (2021 M1 M2 M3 and M4) that time frame in a dt.  And now, I want to incorporate this function in the cube view. feel free to drop your inputs.

  In an earlier post a user named Sam helped me find a way to find the value of a variable in a Custom Calculate job using the Parameter field.  Now, how can we access the value of the parameter in a regular Calculate job which does not have the Parameter field?   The variable is |CVYear|.  How can we access it directly in a BR (standard Calculate)?   Thanks, Chris  

Can any one provide me with a rule snippet for updating Entity Percent Ownership. I have tried a few things using the SaveRelationshipInfo but it is not working.

Good Evening, It should be something simple but apparently I am missing something. I am trying to get the Value for the Text1 field for an Account Dimension member using a Business Rule. The Text1 value vary by scenario. I trying to use ".Options()" but can get it to work. Is this the best alternative? Would you know of other alternatives? Is there a BRApi function which already does this? Thank you for the help,  

Hello, good evening, I am trying to build a BRApi function to get the content of the UD6 constraint from an Account dimension member and so far I couldn't find a function that returns the information. Does anybody knows if it is possible to build a BRApi function like that or have done that in the past? Thank you for the help!!!!

Looking for a solution. Update description of a member in an Extender rule for an already existing/new member. If Possible, not mandatory but can we add a descriptions/alias for various language on a new/existing member?  

Hi all, we have a databuffer with values to be cumulated in a specifi destination intersection. The issue we have is that api.Data.SetDataBuffer always wirte the last value. Is there a standard parameter (or workaround) we can use? At the moment the only valid solution we have found is to read the current value with a specific "api.Data.GetDataCell" and then sum to the databuffer amount. But I am sure there must be a smarter solution. Thanks, Marcello    

  I have a parser rule that works fine for a Budget type scenario but does not read a WFText1 for a Scenario Type 2 . I am using the below syntax to read the WFText1 property from a parser rule .This step is an import type step. It returns the GL list as blank for my scenario type 2 but works fine for my budget type scenario. Both are in different Workflow profiles. It picks up the correct workflow profile as i checked after logging it but unable to somehow pick up the text 1 value .  

All - Could you please review code is make sense from performance. I am trying to be checking the target Account is <> 0 then it will delete the source value and overwrite the target value. PLease review and let me know if I can use some kind of EVAl or Data Buffer???     If Not api.Entity.HasChildren Then If Not api.Cons.IsLocalCurrencyForEntity Then api.Data.Calculate("A#Target:F#EndBalInput=RemoveZeros(Eval(A#Source))",AddressOf OnEvalDataBuffer) End If End If Private Sub OnEvalDataBuffer(ByVal api As FinanceRulesApi, ByVal evalName As String, ByVal eventArgs As EvalDataBufferEventArgs) eventArgs.DataBufferResult.DataBufferCells.Clear If Not eventArgs.DataBuffer1 Is Nothing Then For Each Cell As DataBufferCell In EventArgs.DataBuffer1.DataBufferCells.Values If Cell.CellAmount <> 0 Then 'api.LogMessage(cell.CellAmount.ToString) api.Data.ClearCalculatedData(True,True,True,"A#Target") eventargs.DataBufferResult.SetCell(api.SI,cell) ' El

I am getting the "String was not recognized as a valid DateTime" error when trying to execute the batch dataload using the extender business rule. The value being passed to the batch is the following string: "2023M1" I would appreciate any advice on the cause. Thank you, Yan    

I use an xfbr in my CV based on rules. In the scenario dimension we have put text into the Custom Settings (Text1). What is the syntax to get the Scenario Text1 into the case string (Bold)? Also is it possible to incorporate this into the time frame with :Name(etc...xx). If args.FunctionName.XFEqualsIgnoreCase("GetSCenario") Then                                                           Dim curScenario As String= args.NameValuePairs.XFGetValue("curScenario")                                                            Dim curMonth As String = Right(CurScenario

My source file has a column that contains both, account name and account description. The account names are either 4, 6, or 7 characters and there is a dash (-) in between the name and description (see example below). I'm trying to extract the account name but I have not had any luck with the In String function. Any suggestions?   Account Name and description: 123456 - Cash 2345 - Accounts Payable 3456789 - API Function in Excel: =LEFT(A1,FIND("-",A1)-2))

Hello, Please share a reference for adding a relationship between dimension members via Extender rule. I am trying to add new members via Extender rule, the member gets added as an Orphan.  I have tried using SaveRelationshipInfo by passing Parent Member ID, Sibling ID and the new member ID, The IDs being passed are correct, but still the new member gets added as an Orphan.  Current code which I am trying for adding relationship:     Public Sub AddRelationForNewCurrentRate(ByVal si As SessionInfo, ByVal api As Object, ByVal objPriorMemberInfo As MemberInfo) Try Dim objUtil As New OneStream.BusinessRule.Extender.EQUIP_Utility_Helper.MainClass(si) Dim sParentMemberID As String = String.Empty Dim sNewMemberID As String = String.Empty 'Get Parent Dim objParentMemberInfo As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, "RevSummaryAccounts", "A#[" & Sibling & "].Parents", True) If Not IsNothing(objParentMemberInfo) And

I am building a BR and kicked it off from the BR editor panel. It is stuck in an infinite loop. Is there any way to abort it?

Hello, In another post user KarlT suggested the use of the UD defaults available for UD1.  I manually updated members, and the functionality is exactly what I need. I need to update the field through a data load.  UD1 members (Projects), will always have a single UD4 value.  In the current TransformationEventHandler rule I am updating text fields in my UD1 members.  I thought I could just duplicate the code an update UD4Default.  However it is not working.  I know it is trying to update the UD4Default value, because if I manually assign a value, it gets cleared when I load. My 2nd thought was that since it is a member selection and not a text field I needed the member id.  Which is my attempt below.  Any thoughts or suggestion? 'A3 is the department (UD4) example 189 'UD1Attr1 is the project (UD1) example 14123 'D1_Defaults MembersDim DeptId As Integer = BRApi.Finance.Members.GetMemberId(si,dimtypeid.UD4, A3)Dim UD1Dept As MemberInfo = BRApi.Fina

Hi all! Having a copule of questions about consolidation method input and storage:  - Could you please advise on any way to input consolidation method, except changing it directly in Application-> Entity Dimension -> Entity member property? - Why the consolidation method property, when retrieved through the Cube View, is seen only at C#Share level? The consolidation method account is a DynamicCalc member one, and there is no any restriction on the level of consolidation it should be calculated on fly: Select Case    api.Entity.OwnershipType()Case ownershiptype.FullConsolidation    Return 1Case ownershiptype.Holding    Return 2Case ownershiptype.Equity    Return 3Case ownershiptype.Custom1    Return 4Case ownershiptype.Custom2    Return 5Case Else    Return 0    End Select       

I am looking for tips on batch automation business rules. Currently when our scheduled trial balances are loaded the whole upload will fail if one transformation mapping error is present. As you can imagine this can slow the close process down significantly. Does anyone have any suggestions on how to allow the batch to load the validated accounts and only error out the transformation errors? 

I have a dynamically calculated member formula. It is returning the wrong value for each Quarter, it should be the sum of the M1+M2+M2 ($1,614,441.60) and not be recalculated ($1,649,190.40). Is there a member property or formula examples that can help me resolve this issue. Thanks. Sample calc Drill down formula I tried setting a different formula on the quarter, but I get the error message “The Dynamic Calc Member Formula is recursively calling itself:.     Thanks,    

Hello All, For the Transformation Rules, 1-1, Composite, Range, List, and mask rules,  what are order of operations in rule types?  Do the rules that run later overwrite previous results or does it ignore later matches after a match is made?  Where can I find documentation on this?   Thanks!

I can drill from a Confirmation rule. Question Credit: Peter Fugere 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 have a process that would be run at the month end to lock the workflow. Once the workflow is locked, you need to refresh the application to see the lock icon on the period in the workflow. The icon doesn't change until you hit the refresh button. Is there a utility in the business rule to refresh the application (I would need to include this utility in the business rule) ? Ragav.

Hi everyone, I am trying to add records to a table via an Excel Table View. Using the example in the Table Views documentation, I am able to update existing records; however, any new records added are cleared once I submit the sheet. Is there additional code I can add to allow the Table View to write new records to the table? Thanks! Molly