Rules

Hello Team,I am trying to extract Dashboard specific items using the ExtractDashboardsXml.I can only make it work when I use the Options ExtractAllItems = True.I am running OS 7.4.2I can not find any information on this formula. I would like to have an example on how we should the extractItems. Can you please provide an example? Especially on what is expected in the extractItems. ExtractDashboardsXml(_ ByVal si As SessionInfo, _ ByVal isSystemLevel As Boolean, _ ByVal options As XmlExtractOptions, _ ByVal extractItems As Dictionary(Of XmlExtractItemPk, Boolean) _ )   Thanks!

Is there a setting on the component or even a business rule that allows you to uncheck/unselect/reset a combo box to its original state? I would like it to reset and check the top member or a default member. I don't want all parameters on my dashboard reset just a specific combo box with the click of a button.

Is it possible to pass a bound/delimited list parameter or an XFBR through a dynamic calc? I know you can pass a literal parameter through the calc but was wondering if anyone has passed through another kind of parameter?

Good afternoonI'm writing an extender rule to move some files within the application database file system and am using the following line of codeDim xffProcessData As New XFFile(xfiTargetDataInfo, String.Empty, xfeSource.XFFile.ContentFileBytes)I've highlighted the parameter that I am querying - if I hover over XFFile it says it is "xmldata As String". The process works fine in the example given, but I am curious what could be used in that xmldata parameter - what is it?Thank you!Craig

Hi,I have created a dashboard extender business rule that picks some CSV files from a server, save them in the File Share, extract some info from the file, then delete them.The issue I am having is to find the right folder to use to import and then delete the files.I initially used the Administrators folder in the File Share/Applications/Groups folder, but that folder is not visible to the not in the Administrators group, so the rule works fine for me but not for other users.Then I have tried using the Incoming folder, which let me import the files, but does not let me delete the files.Each folder in the File Share seems to have a different set of security properties, but that is not shown in the File Explorer. What is the purpose of each of the folders in the File Share (is each of them supposed to be used for a specific task?) and which one is better to use for my scope?Thank you 

I am trying to get a stored value in Text1 from an Entity relationship:This is the code that at least does not give me an error when it executes but it does not return the Text1 value.Dim myScenarioID As Integer = brapi.Finance.Members.GetMemberId(si, DimType.Scenario.Id, "Actual")Dim myScenarioType As ScenarioType = BRApi.Finance.Scenario.GetScenarioType(si, myScenarioID)Dim myTimeID As Integer = BRApi.Finance.Time.GetIdFromName(si, "2021M6")Dim myEntityID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVEntity)Dim myParentID As Integer = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, POVParent)' Get relationship Dim relationship As Relationship = BRApi.Finance.members.ReadRelationshipNoCache(si, DimType.Entity.Id, myEntityID, myParentID)' Get the propertiesDim memProperties As New VaryingMemberProperties( DimType.Entity.Id, myEntityID, myParentID )' Get the stored valueDim Text1Value As String = memProperties.GetEntityRelationshipProperties().Text1.G

Hi Community, Do we have a method for adding Finance Business Rule for Cube view Report.Any solution to this would be very helpful and appreciated.Thank you.

Hello,Im wondering if there is a way to hardcode a fieldtoken value when loading data from a csv. For example, I am using the below code:Dim fieldTokens As New List(Of String)fieldTokens.Add("xfText#:[Account]")fieldTokens.Add("xfText#:[Entity]")fieldTokens.Add("xfText#:[Amount]")fieldTokens.Add("xfText#:[EmpID]") '<-- Want to hardcode this to '99999'BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, .......)But I want to hardcode the results of EmpID to value '99999' before I execute the 'LoadCustomTableUsingDelimitedFile' command.  Any help on this would be much appreciated! 

Hi, Is it possible to pop up a message to all the active users of an application through a business rule? When the data load starts, we want to pop up a message that the process as started. Ragav.

We want to make some forecast periods read only ( Data seeded periods from Actuals) in a Data submission cube view by referencing the period count submitted in another Cube View. Basically, this is to deal forecast data submission.Trying to achieve this by Dashboard XFBR string and that string is referenced into the Form template -> CubeView to make certain periods as readonly, so that they cannot submit the forecast data for those periods.Below is the script that we are using the get the Period count submitted in a specific POV( to start with, hard coded all the POV members)----------------------------------------------------Dim strActMonths As String = api.data.GetDataCell("E#FC_Seed_Entry:P#:C#Local:S#FC11:T#2023M12:V#Periodic:A#FC_Seeding:F#None:O#Forms:I#None:U1#None:U2#None:U3#None:U4#None:U5#Text3:U6#None:U7#None:U8#None").CellAmountDim iActMonths As Decimal = 0iActMonths = strActMonths.XFConvertToInt----------------------------------------------------We have called this into

I currently have a UD8 that pulls the current timestamp anytime a user updates an intersection and it works just fine. The issue I am having is that when I run a calculation to push an amount to an intersection, there is no audit trail for that. Is there a table where this calculated audit information is stored? I haven't been able to find anything and I would think that OneStream should be able to track the audit trail of calculated members.

Hey,So I have built a flow to push data from one scenario to another by pressing a dashboard button which start a data management job that execute a extender business rule.The extender business rule is executing import, validate and load with the file created through the referenced data management export data step/sequence. The export data step is using a literal parameter in UD1 that is being set before pushing the dashboard button.Above UD1 selection makes it possible to only push/seed data to the other scenario for just a portion of the total data. Over time there will be up to 10 button executions to push all data in UD1 to target scenario.  Everything works fine for me except replacing data in destination scenario/workflow. Currently I use .append in order to load all 10 UD1 areas to one import step in destination workflow/scenario. If the user in this case whould press the button for the same UD1 selection a second time, I would have the data twice. What I wou

Hi,I am in a custom business rule. I have a calculate formula like the following one, which works fine:api.Data.Calculate("A#Sales1 = A#Sales2 + 50”) Now let say I want to declare a variable instead of having the 50 typed in the formula string, and pass that to the Calculate, what is the correct syntax to do that? Is it possible?I would like to do something like this (the one below is not the correct syntax, but it gives an idea of what I am trying to do):Dim Growth As Decimal = 50api.Data.Calculate("A#Sales1 = A#Sales2 + Growth”) Thank you 

hi,I have created the custom table and loaded the records into it using the Finance BR. Finance BR is called by the DM step and now i have to read the custom table records and render  into the import step of the workflow on clicking the load and transform button . Any steps on this is appreciated. Thanks  

Hi All,  I have a combo box that is in the main dashboard called cb_OnMaindash. The combo box has a parameter linked to it (i.e., a bound parameter) this is delimited list parameter called dl_ComboBox_param. The display items (dash1, dash2, dash3, dash4) and value item (Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4).  These value items are actual dashboard that I am trying to pull when ever a user selects a specific item from the combo box. Parametername: dl_ComboBox_paramparameter type: delimited listdisplay items: dash1, dash2, dash3, dash4value items: Dashboard_1, Dashboard_2, Dashboard_3, Dashboard_4Combo BoxName: cb_OnMaindash   The issue is when i am testing this and select dash1 the dashboard is loaded but the item displayed on the combo box is wrong for example it would display Dash3 instead of Dash1. same thing if I were to select Dash2 and it will either display Dash1 or Dash3. it will only update the selected item if I click

hi,I have an calculated form data stored in UD8 as shown below. Its not showing up in the quickview retrieval. Is that because of the status code . Below are the screenshots from database and quickview. Am expecting the Value 12 to be retrieved in the quickview. Data record Cell POV: Cb#*****:E#*****:C#CLP:S#Forecast_Working:T#2024:V#YTD:A#TOTAL_VENTAS_NETAS:F#None:O#Forms:I#None:U1#0082:U2#None:U3#Other_LMD_3P_Platform:U4#Base:U5#Comparable:U6#None:U7#None:U8#LRP_AllocatedAmount   Quick view POV: Cb#****:E#********:P#?:C#CLP:S#Forecast_Working:T#2024:V#YTD:A#TOTAL_VENTAS_NETAS:F#None:O#Forms:I#None:U1#0082:U2#None:U3#Other_LMD_3P_Platform:U4#Base:U5#Comparable:U6#None:U7#None:U8#LRP_AllocatedAmount  

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, I  have  custom table created with records  using the finance BR. Second step is to send the data from the custom table to another applicaiton using the connector rule. Is there an option to call the above two rules in single datasource in the above order or it has to be two individual workflow steps.  Thanks

Hi community, For one of my clients I need to do the following:In cube 1 data is entered on an extended account dimension and extended UD1 dimension. Account dimension         RootAccountDimension                DetailedAccounts (members :10100) linked to cube 2                       GLAccounts (members : 100001, 100002, 100003) linked to cube 1 UD1 Dimensions           RootUD1Dim                   SummaryUD1 (members :None) linked to cube 2                           DetailedUD1 (members :Prop1, Prop2, Prop3, Prop4) linked to cube 1 Account Example is 100001, 100002, 100003 roll up to 10010 which is therefor a parent in cube 1 and is a base account in cube 2. Same for UD1 which has deta

If (uiItem.uiItemType = XFReportUIItemType.PageFooterDate) ThenDim combinedText As String ' Get the current date and timeDim currentDateTimecurrentDateTime = NowcombinedText = "Date & Time: " & FormatDateTime(currentDateTime, vbLongDate) & " " & FormatDateTime(currentDateTime, vbShortTime) ' Get the local time zoneDim timeZonetimeZone = "Time Zone: " & TimeZoneInfo.Local.Id ' Combine date/time and time zonecombinedText = combinedText & " | " & timeZone ' Set the text in the report footeruiItem.Text = combinedText ' Calculate the left position for the combined text to be right-aligneduiItem.Left = args.Report.CurrentPageInfo.RightPosition - uiItem.WidthEnd If  This is my code to display date/time and time zone in the report footer but the code is not pulling the time zone. My question is, is it possible to pull the time zone?? If yes please provide a sample code  Thanks in advance!

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! 

 I'm trying to figure out where I can access the Key related to this error. I created a series of new accounts and member formulas by extracting an existing set of accounts from our application.I opened the extracted file in Notepad and performed a find/replace on account names and formula members, saved my changes and uploaded the modified file.When I try to consolidate, I get the same error as above for every account I added this way. is there are way to fix this, short of deleting the new accounts and adding manually within the application? 

Hi there, thankful for immense contribution from community that has made life easier as a system admin. Currently working on a requirement to query stage data for specific Entity, Account, Scenario, UD1 through UD5 and reseed it back to a intersection that got changed by user input to allow admin to revert any changes done by users. I tried using the below:   Dim criteria As New Text.StringBuilder criteria.Append("U1T = '" & ud1_seeded & "' ") criteria.Append("And U2T = '" & ud2_seeded & "' ") criteria.Append("And U3T = '" & ud3_seeded & "' ") criteria.Append("And U4T = '" & ud4_seeded & "' ") criteria.Append("And U5T = '" & ud5_seeded & "' ") Dim dValue As Decimal = api.Functions.GetStageBlendNumber("TestCube", "TestEntity", _ "TestScenario", "2024M1", "TestAccount", BlendCacheLevelTypes.Custom, "Test", _ "TestWorkflowProfileName", "U1T,U2T,U3T,U4T,U5T", criteria.ToString, "Amount", _ BlendNumericOperationTypes.FirstValue) &nb

I want to read a list of members from a excel file which is store in OS file system and store that list of member ID in a list to perform further calculation

hi,Cell data for the below intersection has been saved into the cube.  Error logs  shows the percentage value getting saved into the intersection. But its not showing up while reteieivng with the Quickview with the same intersection. Any property needs to be updated. UD8 member LRP_Percentage  has been used to store the percentage value.  Thanks