Rules

I am working on a cube view that will show balance sheet data for actualized months next to estimate months. I would like for my rows to reflect actual data for the months that have been actualized and then within the same row show my estimated future data for the estimate months.The difficult part I am running into is that I need to use a different UD4 for my estimate months in order to allow the ability to overwrite the estimated amount.I believe a business rule that would dynamically change the Scenario and UD4 would give me what I need.

Hi, I found this post from a year ago.  Has the solution mentioned been added to the product?  I have this exact situation and looking for the easiest solution. thanks, Greg   https://community.onestreamsoftware.com/t5/Office-Hours/How-do-you-clear-elimination-records-for-parent-members-that/ta-p/1224   Answer The data is stored in the intersection even when the parent is removed. To clear the data, you would need to put the children back under the parent, run a DM job to clear data that is for E#[YourTopParent].DescendantsInclusive and T#[YourApplicableYear].DescendantsInclusive and then force consolidate. This will clear the elimination data for the parent (but also the data for the children entities). Then, the parents can be deleted/removed as needed. Note: There is a pending update to the product to address this in a future release.

Hello OneStream Community;  I am trying to copy "Actual" Scenario to a "Plan" Scenario. the Plan Scenario uses Summary Account structure and the Actual Scenario uses a detail account structure which is a Extension of the Summary Account (so a base account member in the summary hierarchy used by Plan could be a parent in the detail account structure used by Actual).  I am using a member formula in the Scenario dimension as below, using the "Option" member filter so that only base accounts in the summary account structure used by the Plan scenario is copied over from Actuals. But this is not working, since only base accounts in both the Summary (Plan) & Detail (Actual) account structure is copied over, the parent accounts in the detail account structure in the Actual scenario are not copied over. Any suggestion/help in the right direction would be greatly appreciated.   - thanks Kumar    api.Data.Calculate("E#WWPlanEntity:S#MultiYrActOL:V#Periodic = E#WW

Is there a way to reference the contents of a spreadsheet created in OneStream via a business rule? I am trying to build a logic that will reference cells on the created spreadsheet in my BR.

Hi, when creating a Finance business rule, the proposed business rule template has a Main public function and a "Select case api.FunctionType" in it.   What is a FinanceFunctionType? And if I want to be able to call the business rule from a Data management step (execute business rule step), within which FinanceFunctionType should the code to execute be included?   Thank you

Statement: I can use global variables. 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  

Hello OS Community,   I noticed there was a variable for suppressing no data records when using the FdxExecuteDataUnit function.  Is there a way to bypass zero data records?   Thanks in advance for your help! Clifton

Hi, Can anybody help with this error? what we need to check for this in business rule.       

Hi All, Need some help in updating properties of scenario member through an extensibility rule. 'Workflow Time scenarioProperties.WorkflowTime.SetStoredValue(BRApi.Finance.Members.GetMemberId(si, DimType.Time.Id, objUtil.GetCycleFirstQuarter(si, api)))   'Workflow Start TimescenarioProperties.WorkflowStartTime.SetStoredValue(BRApi.Finance.Members.GetMemberId(si, DimType.Time.Id, objUtil.GetWorkflowStartTimeForScenario(si, api)))   'Workflow End TimescenarioProperties.WorkflowEndTime.SetStoredValue(BRApi.Finance.Members.GetMemberId(si, DimType.Time.Id, objUtil.GetWorkflowEndTimeForScenario(si, api)))   The rule compiles fine however fails on execution. Error message received: Error updating member. Invalid parameter 'WorkflowTime'. Would someone please guide me with the correct way to achieve this?

Hello, This is in reference to accepted code sample posted for adding a dimension member through an Extender Business Rule. https://community.onestreamsoftware.com/t5/Accepted-Code-Samples/Extender-Auto-Create-Member/ta-p/6921 SaveMemberInfo Want to understand which tables are impacted by execution of the routine SaveMemberInfo. Does this make entry to the following tables? Member MemberDescription MemberProperty Relationship RelationshipProperty Please mention if I have missed some table here. Also, the article says that audit information is not stored with this save routine. Kindly confirm if below are the audit tables which should have the relevant details: AuditMember AuditMemberDescription AuditMemberProperty AuditRelationship AuditRelationshipProperty Would like to understand in general what information do below tables store? AuditParserDimensionAttributes AuditParserDimensions AuditParserLayouts  

Hi All, Is there any utility rule available which helps to take backup of all the components of the application? This can then be scheduled to take daily/weekly application back ups.  Any leads would be appreciated.  

Hi All, I have a requirement to open a web URL(it is a field in the table) in users default web browser. Current solution: I could do it using the "web content" component in the dashboard. I am capturing the field in a literal parameter and then using it in the web content component to display in a dashboard. It works.  Issue: Dashboard opens the web page in the dashboard window but does not render it properly. The component is pretty basic and does not have any option to customize it. It could be that it is using some costume inbuilt browser type component to display it and may not support all web page components require to display it properly. Looking for: A simple way to open the default browser in the business rule. I am sure there will some VB function which can do it but could not find it yet.  has anyone ever done that? appreciate any help.   

We would like the ability to auto consolidate 2 other constant ex rate scenarios once we have consolidated the main Actual scenario.  We want to retain the ability to consolidate the main Actual scenario in isolation also i.e. we don't want to consol all 3 scenarios every time. What would be the best way to do this?

Is there a way to export the Transformation Rules into an Excel file? 

Hello All, Could someone guide on how a system business rule is triggered? As part of automating some daily tasks, we intend to automate addition, deletion of metadata members through a system business rule. Is the process similar to triggering extender rules? Any leads would be appreciated. Thanks  

Statement: I can run any business rule in the business rules section in order to test it. Question Credit:  Chris Bielinski   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

Is there any documents for Entity Aggregation ?

HI All, I am working on script to copy data from one channel member A to channel member B (New member),  requirement here is to copy Actual, planning and forecast data. After data copy Member A become parent and Member B become children for Member A. As per my knowledge this can be achieved with below mentioned options. 1.  Right custom script copy data from Member A to Member B.  2. Export data from Member A and load back into Member B. apart from this are there other ways like mentioned below. 1. What will happen if I rename Member A to Member B, is this work ? I mean data move from MemberA to Member B? 2. Post creating member B, is there any workaround to map Member A data to Member B by changing reference back end tables? Thanks, Sandeep

I have a extensibility rule which copies and adjusts rates in modeling scenarios. Works fine for Administrators, but I would need to get this working also certain divisional users, which do not have the Manage FX rate role (as per now). To my understanding the rule is not able to update the rates since the session info contains user which does not have Manage FX rate role. Is there any way of getting around this, other than granting the Divisional users the Manage FX rate role, which would give them access also to certain rates that they should not be able to adjust?

Hi , I am trying to write a statement similar to below in a Finance business rule. This copies all data for source scenario to target scenario for Base accounts under a specific node  and some additional filtering. This works fine when both Scenarios are of type Forecast. However for Actuals to Forecast it is not working and this is because our Actuals are extended and uses a deeper granularity than forecast type scenario ( which uses a summarized granularity). I have seen O/S snippets and article that we use a convert data buffer command to make this copy work , but unable to find the exact syntax which can help me to also filter accounts and other dimension as shown below.   api.Data.Calculate("S#" & Target & " = S#" & Source & ", V#Periodic" ,"A#GMACM.Base" ,,"O#BeforeAdj.Base","I#None",,,,,,,,,AddressOf onEvalDataBuffer,,True)

Hi All,  in OneStream 6.x some functions in Business Rules became Obsolete. One of them is the BRApi.Database.GetCustomDataTable where the initial script required a string as CriteriaExpression but now it requires a list of dbWheres. That part I fixed. There are also functions that are not available anymore like: 1) Warning at line 418: 'Public Shared Overloads Function CreateSubstVarSourceInfo(dbConnFW As DbConnInfo, dbConnAppOrFW As DbConnInfo) As SubstVarSourceInfo' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'. The SubstitutionVariablesHelper is not available anymore.   Has anyone an alternative to this function (often used in MarketPlace solutions)?         'Create DBConn Infos (Only Used for EngineIfStatement Expression Processing) Using dbConnFW As DbConnInfo = BRApi.Database.CreateFrameworkDbConnInfo(si) Using dbCon

Hi, this might sounds like a stupid question to the more experienced people in the community, but how do I refer to the workflow variables from within an extensibility business rule? These 2 lines of code are of course not working: Dim sScenario As String = |WFScenario|Dim sTime As String = |WFTime|   Any hint? Thank you  

Hi, I have built a Finance business rule that users a data buffer to identify base level UD1 members with data at a specific intersection and sort the results. The user is prompted to select a parent level Entity and that is passed to the BR and used in the buffer.  Note:  The BR is called from a Cube View. What I need to do next is take the parent level Entity that the user chooses, pull in a list of base level Entities under that parent, and then loop through my data buffer for each of those base Entities, and then add the base UD1's to my list if they meet the Text# conditions I check for.  How do I go about calling the base level Entities member list and pass them in one at a time into my Data Buffer so it loops through them? Thank You

Hi all,  is there a way a flip sign can be applied to a mask account mapping that contains a complex expression? See screenshot below (partly), the customer created nearly 4000 lines of code in here.     

Hi All,   I'm looking for documentation on best practice to write and NCI calculation? If anyone could point me in the right direction that would be greatly appreciated.   Cheers!