Rules

Hello - is there a way to make the below work inside GetDataBufferUsingFormula .Getting Error processing script 'V#Periodic:F#EndBal_Input:A#:U1#USF02'.Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(V#Periodic:F#EndBal_Input:S#Actual:T#" & sLastActMth & ":U1#" & mCostCenter.Member.name & ",[A#[PNL].Base.Where((Name StartsWith '4') or (Name StartsWith '5') or (Name StartsWith '7') or (Name StartsWith 'X'))], [U3#[TopUD3].Base],[U2#[TopUD2].Base])").Looks like not recognizing filter with 'or' inside where clause.  Below works fine without an 'or' condition.Dim SrcDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("FilterMembers(V#Periodic:F#EndBal_Input:S#Actual:T#" & sLastActMth & ":U1#" & mCostCenter.Member.name & ",[A#[PNL].Base.Where(Name StartsWith '4')], [U3#[TopUD3].Base],[U2#[TopUD2].Base])").

Hey all, I'm struggling to figure out how to define a TableViewColumn to be of type Decimal instead of the default type being Text. I'm in the section where I create a TableViewRowHeader and adding TableViewColumns to it. I can create a new column: Dim myTableViewColumn As New TableViewColumn myTableViewColumn.Name = "Col1" But when I try to set the type to this column, I get an error " Input string was not in a correct format." when trying to retrieve the table: myTableViewColumn.DataType = XFDataType.Decimal Is this syntax correct? I'm assuming that it's in the column definition where I should be defining the datatype but now not so sure. Hopefully someone can point me in the right direction.   As a side note,  page 15 in the Table Views User Guide makes reference to a function called CreateTableViewColumn. Is this a custom function or part of the OS library. The compiler doesn't recognize this function.    

Is there any way we can use the transformation profile one to one mappings in a data table. Preferable to use in a connecter Drill back code. Is there any Data base table for the same.If not, we have a create a custom XFC table in application DB to refer the same that replicates the transformation profile.

Hi, Is there any way to get DataManagement step failure email notifications? I have one sequence which use some DM steps to perform Clear and Consolidations. I do not want use a business rule to call in a Custom calculation.Thanks for your help in advance. 

Hello, I have a sub folder that is being populated each month with a variety of files, it is different from month to month.  The naming convention of the subfolder is consistent.  It is always the fiscal period.  However when I try to zip the files in the folder I am unable to define a path.  The folder is "Application Database/Documents/Public/" then the fiscal period.  However my code is never able to find it.  I think it is because we are on the cloud.  Any insight on how to define the process for zipping all the files in that folder into one document so it can be sent out through parcel service would be appreciated.Thanks,Tom

I have a process that builds a data buffer using Data Buffer Cell Loop logic. I need to check the cell status on each record and perform certain actions based on the status. Specifically, I want to make sure all 12 Account-Type dimensions are referencing a base member and correct them if they aren't.However, I'm not getting the correct Cell Status when the cell is in a data buffer. For example this code creates two data cells and logs their status. (In this case, I'm looking at DataCells, but the behavior is identical on DataBufferCell objects). Metadata is from GolfStream.: Dim baseMemberFilter As String = "A#50200:O#Import:U2#None:U8#Test" Dim cellPk As DataCellPk = api.Data.ParseDataCellScript(baseMemberFilter) Dim cell As DataCell = api.Data.CreateDataCellObject(cellPk, True, 100, False, False) api.LogMessage("Base UD2 GetMemberScript: " & cell.DataCellPk.GetMemberScript(api)) api.LogMessage("Base UD2 CellStatus.UD2HasChildren: " & cell.CellStatus.UD2HasChildren) Dim

Hi all,the SetDataCell command I am trying to use is behaving in a strange way and I would like to check if that is a bug, if it is by design, or if I may be doing something wrong.I am trying to use the SetDataCell command to clear data on the Origin=Forms. The command looks like this (it is part of a custom calc rule):'Clear data on the Form memberapi.Data.SetDataCell("Cb#Main:E#" & MainPovEntity & ":S#" & MainPovScenario & ":A#AC410000:U1#None:U2#None:U3#" & UD3Name & ":U4#None:U5#Local_GAAP:U6#None:U7#None:U8#None:O#Forms", 0, True)Now, if the UD3 member which I am trying to clear has data on the Origin=Import member, the Forms member is correctly set to zero by the rule. However, if the UD3 member has no data on the Origin=Import member (on that specific Pov intersection defined by the rule above), the Forms member retains its value. Anyone else experienced this behavior? Thank you

Hi All,I am using  FdxExecuteDataUnitTimePivot to export data from onestream cube, everything working as expected except one issue. i.e., I am using consolidation member C#Aggregated beacuse i want to export data for C#aggregated, but FdxExecuteDataUnitTimePivot is exporting data from C#CAD. All our users input data at C#CAD, also default currency on entity is CAD. Just want to know is this the known issue, or FDX designed to export only base currency? Is there any way to pull only C#aggregated with FdxExecuteDataUnitTimePivot.  

Are there any resources for building an external library?  I'm looking to build a dll and getting an ambiguous namespace issue for DbConnInfo.  It appears to be an issue between the OneStream.ClientWindowsBRApi.dll and OneStream.SharedDatabaseTables.dll.  

I have a complex expression on the amount field in a data source used to convert any non-local currencies to the local currency (see below). That complex expression currently runs on tabular data with the time period (CurTime) I reference to pull the FX rate in one field. I am now wanting to have this same complex expression used on a Matrix data source with time across 24 fields. Any thoughts on how this could be done? Is there a Column Number api I could use to define CurTime?   'This is to look to see if the entity is a non local USD entity and convert the USD data to Local Dim fields As List(Of String) = StringHelper.Splitstring(args.Line,",") Dim curEntity As String = fields(2) Dim UKEntityDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "iFinDept") Dim UKEntityDimTypeID As Integer = UKEntityDim.DimPk.DimTypeId Dim CurEntityID As Integer = BRApi.Finance.Members.GetMemberId(si,UKEntityDimTypeID , curEntity) Dim CurEntityLocCur As String = BRApi.Finance.

Hi, I'd like to use the ClearStageData function within a business rule. I am already successfully using other similar functions like ExecuteParseAndTransform or LoadCube. This is the sample given within OneStream: Dim objLoadTransformProcessInfo As LoadTransformProcessInfo = BRApi.Import.Process.ClearStageData(si, wfClusterPk, sourceId)   The issue I have with the ClearStageData function is that I don't understand what I should pass as sourceId. Can any of you clarify it or point me to any relevant documentation? Thank you

Does anyone do regression testing when upgrading to a new version of OneStream or upgrading to a new version of a MarketPlace solution?  I'm looking for best practices, industry standards, etc. to more formalize this process for internal controls.  

Hello,we're trying to paralellize datamanagement jobs over years with this call QueueDataMgmtSequenceBut it seems the task called by this function is not running.Should we have missed something ?myTask1 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR1)myTask2 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR2)myTask3 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR3)myTask4 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR4)myTask5 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR5)myTask6 = BRApi.Utilities.QueueDataMgmtSequence(si, sSequenceName,VarBR6)

Hi all.We have a spreadsheet rule that needs to pull a value from another database table.The lookup runs successfully in an existing Dashboard Extender, and I was initially requesting the amount by calling the Extender from the spreadsheet rule, but that only ever returned the default value, even though the lookup does have a valid value.Because that failed to return a value, I tried making the call directly, as shown:sOperational_Capacity = BRApi.Database.LookupRowFieldValue(si, "ExternalDB", "XFC_STEP3_DEV2_OperationalCapacity", objDbwheres, "Operational_Capacity", 9876).XFConvertToDecimalLocalNB: The 9876 is just a default value that is different to zero, so that I recognise it, and we use the ConvertToDecimalLocal to deal with French culture users.Basically, when I run the call from the spreadsheet rule (either directly or by calling the Extender rule), I receive the default value every time.This same code runs perfectly from the Extender BR, returning the correct value.I have also

The below code copy the Prior Period FX Rates from one Type to Another. This will read the currency from the application properties. I have hard coded the Period but you can use WF or Global or Param and call in the DM/Dashboard.       'Get the Period Dim CurrentPeriod As String = "2021M1" Dim PriorPeriod As String = "2020M12" 'Get Currency from properties Dim objAppProperties As AppProperties = BRApi.Utilities.GetApplicationProperties(si) Dim currency() As String = objAppProperties.CurrencyFilter.Split(",") 'Add FX rates For Each c As String In currency Dim fxRatePkUsingNames As New FxRatePkUsingNames("AverageRate", PriorPeriod, c.ToString, "USD") Dim objFxRateUsingNames As FxRateUsingNames = BRApi.Finance.Data.GetStoredFxRate(si, fxRatePkUsingNames) If objFxRateUsingNames.Amount > 0 Then Dim fxTargetRatePkUsingNames As New FxRatePkUsingNames("ActPriorMon", CurrentPeriod, c.ToString, "USD") Di

Is there any way to format a number for the FORMULA DRILL DOWN to show as more than two decimal places or format the output as a percentage?  I have some factors that are applied against another account that need 4 or more decimal places to look like they calculate correctly.  In the example below, the number should be .0588.

We have a dashboard with a button that displays a dialog for user entry.  The base dashboard has a cubeview that needs to refresh based on the values modified via BRApi.Finance.Data.SetDataCellsUsingMemberScript() calls.  We are using a XFSelectionChangedUIActionType.CloseDialog task result to close the user entry dialog.  Is there a way to programmatically refresh the base dashboard?  

I need to test if a workflow channel is locked in a BR before performing the BR actions.  Can I test if the channel is locked?  How?

Hi all,I need to make a calculate icon in a dashboard visible based on the form status. Based on another post in the forum to check the workflow status, tried below script to first check the workflow status and return true if completed and false if not completed.It throws error message as "The given key is not present in the dictionary".Kindly enlighten on the reason for this error message and on how the form status can be checked. Thanks

Hi all,I'm working on a Dashboard Extender BR where different processes will be triggered depending on the button selected by the user on the dashboard.The BR is structured this way:The two parameters shown above (p_scenario and p_yearmonth) retrieve the value for Scenario and Period from the WF.Every time the user clicks on a different button, two variables are assigned the value of WF Period and WF Scenario as shown above. The process works fine for all of the dashboard buttons except one. When that one is clicked, the values of WF Period and Scenario are not retrieved. The two variables shown above are left as empty strings. Any idea what might be causing this? I'm using the same formula for all of the buttons:Dim Scenario As String = args.SelectionChangedTaskInfo.CustomSubstVars.XFGetValue("p_scenario")it works fine on all buttons except that one Thanks in advance for any help on this!

Hi Experts,I have subsidiary entity where it needs to be consolidated 100% but with other line of adjustments as belowNCI calculation on equity portion/Share capital elimination.in HFM, We used to write on default consolidation rule first and then method specific rule on top of thisif same thing is to be applied in Onestream, can i follow as below ?If entity method is subs thenStep1 api.ExecuteDefaultShare() to consolidate every account 100% firstlyUser defined tagging=> Text tagging to Equity related accounts to pull accounts for NCI portion calculation.Step2 Text specific Source accounts are reversed with Minority portion(%) into Elimination member and same writing to offset NCI account into the Elimination member like HFM ??  

The display of the parameter shows 2 Accounts selected but when retrieving the parameter in the business rule only the first one is passed.If I display the list box selections on the dashboard it shows the correct selections, comma separated.If a comma is in the string that is passed to the Business rule, only the information before the comma is recognized. If there is no comma, the whole string is recognized.     Label:Copy  '|!Prm_SourceScenario_QMC!|'  To '|!Prm_TargetScenario_QMC!| ' For  A# '|!Prm_SourceAccount_QMC!|' , T#'|!Prm_SourceTime_QMC!|' , V#'|!Prm_SourceView_QMC!|' , F#'|!Prm_SourceFlow_QMC!|' Button:{CopyQuorumToForecast_QMC}{Prm_SourceScenario_QMC=[|!Prm_SourceScenario_QMC!|], Prm_TargetScenario_QMC=[|!Prm_TargetScenario_QMC!|], Prm_SourceAccount_QMC=[|!Prm_SourceAccount_QMC!|], Prm_SourceTime_QMC=[|!Prm_SourceTime_QMC!|], Prm_SourceView_QMC=[|!Prm_SourceView_QMC!|], Prm_SourceFlow_QMC=[|!Prm_SourceFlow_QMC!|]}  &n

Hi Experts,I want to limit my cons member only to "Elimination". can I use "api.pov.cons.Name.XFEqualsIgnoreCase("Elimination")"

Hi Experts,When do we exactly use DataBuffer1, DataBuffer2 in rules. while we have databuffer in api.much appreciate if one example can be provided atleast

Hi Experts,can you please suggest/advise what kind of consolidation Algorithm type rule we need to write generallyours is orgbyperiod application, we have subsidiary entities(75%) for this NCI/Goodwill and also other part of side holding company - Investment elimination is to be taken care along with ICP elimination in standard.