Rules

Is it possible to create a popup msg in a DM business rule like the msg below (created when 'Complete' is clicked).  The Load button calls a DB business Rule and I need to first check if WF channel is locked or not.  If locked I'd like to notify the user that the channel is locked and the BR is running    

This was posted originally in 2019 and added to Office Hours in 2021. Please See below for follow-up question: Question:  Is it possible to have a historical override for a single account, but for multiple currencies?  If I have an equity account which I would like to have a USD override amount, a GBP override amount, etc.  On the Override account settings, I can only choose 1 currency.  How can I resolve this? Answer Yes, this is possible but on your closing balance Flow member, you will have to use a rule instead of the “Source Member for Alternate Input Currency” property, since as stated in the question, you can only choose one member here. The flow would look something like this: Opening Activity FX Closing This member would have a rule that uses this logic: If base entity and foreign currency then   If currency is EUR, then = Override_EUR   If currency is GBP, then = Override_GBP, etc… End If Overrides (one for each potential currency you

I need some help building out the following two calculations on stored member formulas. They would need to run at every UD. 1) = MIN((A#Account1 - 4.5%), (A#Account2 - 6%), (A#Account3 - 8%)) 2) = MAX((A#Account1 - Account2 - Account3 - Account4),0) Thanks so much!

Hi, I'm trying to pull in the descendants and the parent member of an account into a data buffer. e.g. something of the form FilterMembers(A#All, A#Gross_Sales.DescendantsInclusive). When I log the data buffer and examine my results, however, I'm only seeing the base member data and none of the parents. Could anyone provide me any suggestions on how to pull all of this data into a single data buffer? And can anyone tell me why my data buffer doesn't produce the results I'm expecting? Thanks!

It appears to be possible to set the SiblingID in RelationshipPositionOptions, so it exists as a property.   How do I "read" it to see what it is for a member? Thank you in advance for any assistance.    

All rules in business rules page must be written in Visual Basic.. Question Credit: Andrea Tout 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 OSAdmin  We have a use case where the existing base entity members will be removed from the parent entity and the data of existing base entity member or the parent entity member needs to be copied into the new base entity that will be created under it, is there a way we can achieve this within cube through Business Rules or Data Mapping after metadata updates are applied and without asking users to update/adjust manually  The above can happen with multiple parent child combinations.   Before Metadata Change Hierarchy A (Parent entity) - Data - 40      A1 (Base entity 1) - Data - 30     A2 (Base entity 2) - Data - 10   After Metadata Change Hierarchy A (Parent entity) - Data - 40      A3 (Base entity 3) - Data - 40 Orphans     A1 (Base entity 1) - Data - 30     A2 (Base entity 2) - Data - 10   Thanks, Vishal Pai

Hi, I have a CV Form where the input is a "Date" Cell Type.  I need to use the date to translate to a OS Time Period.  I am struggling with using the Date value in a Business Rule.  It only returns an Integer and I can't seem to convert the integer to a Date in the BR so I can grab the Year (Dim strYear As String = Date.ToString("yyyy")).  Any help with this? thanks, Greg

We are trying to load txt file to custom table using LoadCustomTableUsingDelimitedFile but when it runs we receive a "Data load file is invalid or missing" error. The file is manually selected from a folder.  The file is correct, the number of fields in the file and in the table match, the values and the field type match and the field separator is correct. We are uploading the file from a Dashboard button component which calls a Dashboard extender BR. This is the BR code:   Dim filePath As String = args.NameValuePairs.XFGetValue("FilePath") Dim tableName As String = args.NameValuePairs.XFGetValue("TableName") Dim loadResults As TableRangeContent Dim fieldTokens As New List(Of String) fieldtokens.add("field1") fieldtokens.add("field2") ... fieldtokens.add("fieldn") loadResults = BRApi.Utilities.LoadCustomTableUsingDelimitedFile(si, _ SourceDataOriginTypes.FromFileUpload, filepath, Nothing, ";", _ "Application", tableName, "Replace", fieldtokens, False)

Is there a way to get the list of components on the calling dashboard on load? Trying to use:args.ComponentInfo.Component.Name results in nothing, even though I have multiple components on my dashboard. I want to get a list of all components, particularly a label or 2, and based upon user settings/access/Text fields, set labels

Dear community, I am currently using FDXExecuteCubeView in order to get only data coming from a cube view that the user is selecting into a business rule data table. However, FDXExecuteCubeView need to specify the entity & scenario member filters which is a pain when these are parametric. --> So I was wondering if there are other way to get the data coming only from a cube view ? I was thinking of a data adapter component but it seems that the cube view passed in those can't be parametric (ie. the name of the cube view can't be a parameter). What are the other, possible better way, to get only the data coming from a cube view ?   Regards,

Hi, we have dashboard with multiple driver tabs.  if data is entered in one tab but not saved prior to switching to another tab that data is lost.  Is there a BR to check for unsaved data and prompt the user to save? thanks, Greg

Hello,  I am looking to  write a confirmation rule which pulls a value for a flow member across each account. An example would be we have a calculated opening balance and a loaded opening balance. There is a flow members which calculates the variance between the loaded and the calculated beginning balance.  If the absolute value within the validation flow member <> 0 I want the rule to return which accounts are causing the outage within the info1.  I'm looking forward to seeing if if anyone else has come across something like this. Cheers!  

Dear Community, There is a possiblity to retrieve parameters currently available in a dashboard using for instance :      Dim str_myParam As String = args.SelectionChangedTaskInfo.CustomSubstVars.XFGetValue("MyParameter")     However, this means that we need to know the names of the CustomSubstVars currently in the dashboard (in that case, I need to know that the parameter MyParameter is indeed available in the dashboard). In my use case the user can open several cube view hence the parameters will change from one Cube View to another.  Is there a way to list all current CustomSubstVars available in the dashboard ?    Regards,

I have created a Dashboard Dara Set BR and I am attached in the data adapter. When I am trying to execute the rule am getting 0 data. See below the entity is always passing as None but when I add a log message in the code the variable is passing based on the selection and printing the correct entity. in My CV i also have the FDXentity parameter. Any Idea why it is happening ? Original Query  {FDX_CUbeView}{ExtractCubeViewTimePivot}{cvNameToExtract=Data,entityDimName=E#|!FDXEntity!|} Substituted Query  {FDX_CUbeView}{ExtractCubeViewTimePivot}{cvNameToExtract=Data,entityDimName=E#None}   Thanks Krishna    

If I like to migrate a HFM rules file, is there an equivalent to the HS.con function?

I am getting an error while trying to access the file from the BR . The process cannot access the file '\\XXXXXX.file.core.windows.net\onestreamshareprd1\FileShare\Applications\XXXXXXX\Groups\Everyone\XXXXXX\File_XXXXX.zip' because it is being used by another process.

Hello, I have a requirement where I'll have to read the current month in XFBR rule and return a string based on a few conditions. The time filter in the columns is set to |WFYear|.Base. I've tried a few different variables, but they're all only passing on the year. When I divide the columns up into specific months, I get the required results, but I'm searching for a method that I can use when that's not the case. Is there something similar to api.pov.time.name that I can use in XFBR, or is there any other approach that I'll be able to use? Thank you, Manasa

Hello All, How to add validation for an account while importing TB. Condition is that, number should be > 0 then allow. If  'account code'  < 0 then throw error and validation should fail or show error message  Thank You. Regards, Yashwant

Hi all, I'm receiving the error in the subject when executing a MemberList. This is the ML code, it should retrieve base member of "TF" in the flows dimension with SwitchType attribute set to True. Dim objMemberListHeader As New MemberListHeader(args.MemberListArgs.MemberListName)Dim objFlowList As List(Of member) = api.Members.GetBaseMembers(api.Pov.FlowDim.DimPk,api.Members.GetMemberId(api.Pov.Flow.DimTypeID,"TF"))Dim FlowMemberID As IntegerFor Each FlowMember In objFlowList   FlowMemberID = api.Members.GetMemberId(api.Pov.Flow.DimTypeId,flowmember.Name)   If api.Flow.SwitchType(FlowMemberID) Then objFlowList.Add(flowmember) NextDim objMemberList As New MemberList(objMemberListHeader, objFlowList)Return objMemberList Any advice, really appreciated Thanks and regards Massimo

Hi, Can anyone help me how I can use this Selection Change server task I know how to run a DM Sequence from button but if I can directly run a custom calculate without a sequence that will be great. I tried these syntaxes, but it is not working.   Thanks  Omkareshwar    

Hi Everyone, In building out our financial reporting, I was seeking to get some opinions on best practice related to adjustments for financial statements when scaled and rounded to millions. We are coming from doing our consolidations and external reporting in Excel and reconciling to the external financials is always a challenge when pulling numbers out of our prior tool (TM1) as the quarterly adjustments never then add up to the full year adjustment.   We've been told that there are OneStream implementations where they have rounding done through business rules and account text fields. But have also been told that really the best practice is just to do rounding numbers in our filing tool, versus in OneStream.    As users and technical experts, what are the opinions on what the best practice really is for this stuff? Thanks! 

Hi  I am trying to delete files saved in public folder via business rule. Below BusinessRule.Extender works fine to delete the files from share folder. Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si)'*** First Delete files from username folder created under Data Management->Export folder****'------------------------------------------------------------------------------------------------------------Dim xfolderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si,True, configsettings.fileShareRootFolder,si.AppToken.AppName)'**xfolderPath stores the path for DataManagementExportUsernameFolderForApp**Dim filesToDelete As String = "TRF_Rules_*.xml" '; // Only delete all files which starts with names TRF_Rules*Dim fileList = System.IO.Directory.GetFiles(xfolderPath, filesToDelete)For Each file As String In fileList'System.Diagnostics.Debug.WriteLine(file + "will be deleted");System.IO.File.Delete(file)Next   H

Hi    I want to read a text value from dashboard in finance business rule. I tried attaching a parameter to text box component and then read that parameter in the code but that is not working.   Thanks, Omkareshwar    

I am modifying a business rule that uses the entity name to search a similarly named (Entity_Acct_Description) table and return a value.  I want to verify that the table exists before attempting the TransformText to prevent errors in the case of new entities or name changes.  Is there a way to verify the named object exists before executing the code?   ElseDim LookupTable As String = TEntity & "_Acct_Description" ''''IF Lookuptable exists do this''''SAccountDesc = BRApi.Utilities.TransformText(si, SAccount, LookupTable, True)