Rules

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.

Hello OneStream Experts, Our consultant team has build custom Seeding dashboard for us to seed data but I would like to add confirmation before my admins click on seeding button to make sure they got source and target right.   Do we have anything in OneStream where I can have msgbox or some kind of message to double check source and target section?   Saurin

Hello, I'm attempting to leverage the UD8 Compound Annual Growth Rate (CAGR) business rule as a dynamic calculation.   The formula works great on most intersections, but I keep getting this error message on certain intersections: --> Unable to execute formula for member 'xxx'. Value was either too large or too small for a Decimal.    Does anyone know what is causing this our how I can overcome?  Even a single intersection error wrecks my cubeview presentation as you can see with the attached image.   I'm able to recreate the math in excel and the result doesn't seem unwieldy, so I'm not sure how to resolve.    Thanks, SeanUD8 CAGR Business RuleError Message being thrownMath - highlighting intersection with error via a QuickView  

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

After validating data in the XFSqlTableEditorSaveDataTaskInfo.EditedDataRows property collection, if a record fails validation, I set the XFSqlTableEditorSaveDataTaskResult.CancelDefaultSave property on saveDataTaskResult = True and return it.  SQL Table Editor still saves the data.  Same if I set it to False.  Am I missing something?Code:         For Each xfRow As XFEditedDataRow In saveDataTaskRows isValid = validationHelper.IsValidDetails(xfRow) If (Not isValid) Then saveDataTaskResult.IsOK = False saveDataTaskResult.Message = $"{saveDataTaskResult.Message} {Environment.NewLine} {validationHelper.validationMsg}" saveDataTaskResult.ShowMessageBox = True 'SQL Table Editor still save the updates 'regardles whether this Is True Or False saveDataTaskResult.CancelDefaultSave = True Exit For End If Next Return saveDataTaskResult              

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?

Curious if anybody knows how to accomplish something I am trying to do.  We have a few DM jobs that are pretty intensive that we run over night and once that job runs it seems like the server it ran on gets bogged down and eventually that server turns red, stops responding and jobs get hung up.  What I would like to do is add another step that says once my big DM is done restart that server but I don't want to force restart it in case a user is currently running on that same server.  So I want to do something similar to what happens in these "recycling" options so that once it gets to the recycle server step in the DM job it stops accepting new jobs and waits until all current jobs are done running then restarts that server.  Curious if anybody knows how to accomplish this or something similar that would fix my issue.  

Hi All, I am trying to solve for a circular calculation pass with allocations.  I am using the equity pick up functionality on the entity properties.  It wasn't behaving for me.  In reading the Design and Reference Guide I see is says " When writing formulas, use api.Args.CalculateArgs.HasRepeatCalc and api.Args.CalculateArgs.IsRepeatCalc to determine if the engine is currently running the repeat calculation".   When I look at the sample code for HasRepeatCalc, it just has Dim bValue as Boolean = args.CalculateArgs.HasRepeatCalc.   I am looking for a practical example of how to use this calculation.  Other than that little piece in admin guide, I can't find any other information on it.  Not used in the GolfStream app either.   Any ideas would be welcomed.    

I'm writing a business rule that will extract the original imported TB files loaded at month end for each import workflow (which may have multiple files per period), rename the file with the time, wfprofile, and load time, move all load files for all workflows to one period folder, and delete the individual wfprofile folders autocreated. I've been successful with all of the asks above, except I'm having trouble extracting the filetimestamp to insert into the new filename. I've found the desired FileTimeStamp field within the stagearchivesinformation table where the sourcefilename matches the filename extracted, but not sure how to reference that field...  Any suggestions?   EXTENSIBILITY RULE: Namespace OneStream.BusinessRule.Extender._BR_ExportTBLoadFiles_Period_TimeandWFPublic Class MainClassPublic Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As ObjectTry'DEFINE THE WORKFLOW CLUSTER USED AS THE STARTING

Hello, Is it possible to create a business rule that sends an email with an attachment where the file that is being attached is saved in the application database rather than the file share?

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.

Hi all, We are running "force calculate" step to perform force calculation of 80% base entities  . It runs for 4-6 hours. How to improve performance , any way run this in multi thread/parallel by entity (servers are hosted by OneStream) ? Thanks!

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.

How to improve the business rule performance using Parallel.ForEach() in OneStream. 

Hello OS experts, I have BR that load P&L bucket and one BR that loads my BS bucket. I have DM sequence which load P&L,BS and then does consolidation etc. I want to know if I am able to write new BR or something I can do in DM to load P&L and BS data parallel to save time. Let me know your thoughts and example code if you are doing it at your job. ThanksSaurin *Migrated from onestream champions

Hello,   I am requesting some assistance. I am trying to write a business rule that will exclude " 1 account and 1 department combination" from and entire rollup. For example, the all included account that is pulling is A#equip_rev and I am trying to exclude Account#410000, Dep#190 from the rule. Do anyone know how I should right that rule to exclude that account/department combination? Your help and feedback is greatly appreciated. 

I would like to reference in a BRAPI rule text stored in the workflow profile's Substitution Text Settings.  Can someone provide an example how to do this please. 

Hi all, Happy New Year! Is there a way of extracting an active entity list from OneStream including Entity Name, Description, and Currency fields by using a data management job? Any ideas will be appreciated. Thank you!  

I have a business rule that requires referencing aggregated divisional (entity) data several times over the course of the rule.  Base level entities run their rules and at a point in the rule, the entity needs the aggregated divisional result and so a consolidation to division. Can the data management jobs for consolidation have the consolidation filter set to C#Aggregated and the rule get the correct aggregated divisional numbers from the consolidation?  Or, is C#Aggregated only for data reporting?  Does the rule POV need to use C#aggregated when referencing divisional entity data or can this left out of the rule?  I have run some tests and the answer seems to be yes, DM jobs with C#aggretated produce data that can be referenced in rules and no, the rule does not need C#aggregated in its divisional entity POV.  Can anyone comment on this more?  Thanks.

Hi. I've created a multiselect parameter where the selection will be passed into another parameter. Param1 -> Multiselect combo box(Eg: Level 2 members selected as "US" and "ASIA") Param2 -> Should be populated based on the Param1 selection(Eg: Level 4 members "NY","PH","AZ" of "US" and "IND,SG,TH" of "ASIA" should be listed) Below options dint work. U1#Root.List(|!Param1!|).Base U1#|!Param1!|.Base Need suggestions

Hello, Is it possible to modify datamanagement job description on the fly ? We want adding more info for monitoring issues.