Rules

I need a BR to help me schedule a Task Manager Refresh through out the day. Anyone have something that has worked for them? Cant find an BRApi that addresses this.

1) Is C# now widely used for Business Rules?2) Is there any plan to support C# in member formulas?3) For those who moved their business rules from vb.net to C# - why you did it and what benefits you get out of it?4) In OneStream - is there anything that one can do in vb.net but can't in C#? If so, what are they?Thanks in advance for sharing your experience. 

I can't seem to figure out why the CreditAmount  in the JournalLineItem  isn't reflecting the number that I assign to it. It's always zero no matter what. Is anyone experiencing this issue? see my code below. Sub CreateJournal(ByVal si As SessionInfo) Try 'Set up a new journal header. Dim journalObjectHeader As New JournalHeader() With journalObjectHeader .Name = "Test_Journal" .Description = "This is a test journal" .WorkflowProfileID = si.WorkflowClusterPk.ProfileKey .MemberIds.Scenario = si.WorkflowClusterPk.ScenarioKey .MemberIds.Time = si.WorkflowClusterPk.TimeKey .JournalStatus = JournalStatus.Working .IsSingleEntity = False End With   Dim journalObjectLineItems As New List(Of JournalLineItem)   'Create the first journal line item Dim jnLineItem1 As New JournalLineItem With jnLineItem1 .EntityId = BRApi.Finance.Members.GetMemberId(si, DimType.Entity.Id, "100_US") .AccountId = BRApi.Finance.Members.GetMemberId(si, DimType.Account.Id, "10220030") .FlowId = BRApi

I'm looking copy an existing data adapter (screenshot below) from the RCM solution into a different workspace and use it within BI Viewer for custom dashboards.  I believe the 'GetReconsWithStatusGridView' function is stored within the 'Services' assembly folder and 'ReconService.cs' is the file within the folder that needs called.  I have 'Is Shareable Workspace' set to True. Since the method query references WSMU, I need to update that in order to properly call the underlying business rule. That's the part I'm having trouble with.  I've tried a wide variety of syntax to no avail.  Examples: {Workspace.OFC.RCM}{GetReconsWithStatusGridView}{AccountFilter=...}{Workspace.OFC.RCM.Services}{GetReconsWithStatusGridView}{AccountFilter=...}{Workspace.OFC.RCM.Services.ReconService}{GetReconsWithStatusGridView}{AccountFilter=...}Does anyone know the proper syntax to place in my copied data adapter? Are there any other steps I need to take to properly refe

  

Has anybody seen this error?  If so, how did you fix it? I can run the SQL query in question from a Data Adapter just fine, but when trying to run it from a BR I get the above error.  At this point all parameters are hard coded in the query (entity, dates, scenario) as I'm just trying to make sure it runs. This is running against the QAD gl product, which uses the Progress database. 

HiI'm trying to find out the correct way to reference a function in another Workspace assemblies file.For example say i have:1) XFBR business rule assembly file (ParamHelper.Vb)2) Dashboard Extender business rule assembly file (SolutionHelper.Vb)I want to call a function that is in SolutionHelper.vb  from my code that sits in ParamHelper.vbIn standard business rules this was easily achieved using Referenced Assemblies in the business rule property and then adding something along the lines of this below: Dim _MYHelper As New OneStream.BusinessRule.DashboardExtender.HPB_SolutionHelper.MainClassJust not sure how the same is achieved using assemblies Thank you

I am trying to extract cube data using FdxExecuteDataUnit however, the filter does not seem to be filtering any data. Any ideas what the issue could be? I am seeing multiple flow members in the data table. Is there also a way to do all base members for a dimension? Dim dt As DataTable Dim cbName As String = "FinConsol" Dim ent As String = "E#124" Dim cons As String = "C#Local" Dim scen As String = "S#Actual" Dim time As String = "T#2025M1" Dim view As String = "V#YTD" Dim filter As String = "Origin='Import' AND Flow='EndBalInp' AND Account = 'NetInc' AND UD7 = 'GL_Load'" dt = BRApi.Import.Data.FdxExecuteDataUnit(si, cbName, ent, cons, ScenarioTypeId.Actual, scen, time, view, True, filter, 1, False) 

The below code returns the Plug Account name for an Account, taken from the Plug Account property on the AccountIt is a DynamicCalc on UD8. Set up a U8 member, f.ex. "YourName"  Api.Account.GetPlugAccount returns a long string that contains the Plug Account Name For each Account that has a Plug Account, the string will contain "DimId: 22", so this can be used as filter.The Plug Account name will be stated directly after "Name: ", so this can be extracted from the string. In the below example, "NA" is returned where there is no Plug Account. The Plug Account Name will be shown when using V#Annotation:U8#YourName on Accounts ---------------------------------------------- Dim AccPlugAccName As String = "" ' Fetch the Plug Account propertyDim fetchedValue As String = Api.Account.GetPlugAccount(Api.Pov.Account.MemberId)?.ToString() ' Check if the fetched string is not null/empty and contains "DimId: 22"If Not String.IsNullOrEmpty(fetchedValue) AndAlso fetchedValue.Contains("DimId: 22")

Hi, We have a seeding rule that is copying zeros: sourceActualsBuffer = api.Data.GetDataBuffer(DataApiScriptMethodType.Calculate,S#Actual_Opco:U5#None,False, destinationBuffer)   I am trying to change it so it does not include zeros, by applying the removezeros function: sourceActualsBuffer = api.Data.GetDataBuffer(DataApiScriptMethodType.Calculate,"RemoveZeros(S#Actual_Opco:U5#None)",False, destinationBuffer)   When I do this, I get an error see attachmement. I tried to change the quotes RemoveZeros("S#Actual_Opco:U5#None") but then i get a different error when validating.    Could not find anything in the reference on how to fix this. Anybody can help?  

I'm looking to call a business rule that is located in a different workspace within Assemblies but am unsuccessful.  The first screenshot below shows my DM step configuration.  The business rule I'm trying to call is an out-of-the-box rule within the Financial Close solution. The second screenshot shows the workspace (namespace prefix = OFC), the assembly (RCM) and the business rule (DiscoverRecons).  The third screenshot shows the tool tip when you hover over "Business Rules" on the DM step.  I've attempted many variations of the yellow highlighted syntax, always returning an invalid business rule error.  The fourth screenshot shows the out-of-the-box DM step I'm emulating.  I used this to verify the parameters I'm passing in work which they do. I've ensured that both the current workspace and OFC workspaces are sharable and include the shared workspace names.  Does anyone know the correct syntax to call this rule into my DM step? Screensho

Hello- Is there any reason why the below if , then, else statement is not working correctly? Val2 has data when I only return it in a test dynamic calc, but when incorporated into the below formula, it is reading a zero for Val2. Any help would be greatly appreciated:  

Hi all, I'm triggering a DM job using the REST API. The job is running a business rule. I handle errors in the BR but I need to actually return the success or failure as a response to the postman request. Right now, I get a success message no matter what happens in the BR. Thanks in advance!

Hi all, I'm currently developing a dashboard that will likely be used by multiple users at the same time. Users will be able to set some initial parameters within the dashboard, and click on a button that will trigger a BR that will return some output rows within a table in the database. After the process is complete, the user will be able to see the output rows through the following SQL Table Editor:the parameters that you can see in the "Where Clause" are literal parameters that are set from within the BR when it is triggered by the user (using BRApi.Dashboards.Parameters.SetLiteralParameterValue()), and their value depend on the initial parameters that the user selected in the dashboard.The problem is, I saw in some posts within the forum that literal parameters are "common" to all users, so every time one user will click the button and launch the process, the literal parameters will be changed. This is a problem, because we expect users to use the dashboard simultane

I'm driving myself a little crazy at the moment.  Sometime in the last few days, I stumbled across a Community Post (I think) about how to use System.Reflection to programmatically list OneStream API object methods, overloads, parameters, etc. At the time I saw it, I thought "Oh, that's cool!" and remembered that if I needed to find it again, I just needed to search for "Reflection" in community posts.  Well, for the life of me, I can't find the post again.Does anyone know of a post that describes how to use System.Reflection's methods, like GetMethods on OneStream API objects?  I know I'm being lazy and could work out the code myself, but what I read had already worked out the BindingFlags and other parameters on the calls that were specific to OneStream.

Hi everyone, I'm working on a Business Rule in OneStream and could use some guidance. I’m trying to build a rule that targets a user-defined parent rollup within the Entity Dimension. The goal is to automatically remove the relationship between that rollup and any base-level child entities whose name or description contains a specific keyword — in this case, "YS". Here’s what I’m aiming for: The rule should accept a parent rollup name (e.g., Global_excl_YS) It should loop through all children of that rollup If a child is a base member and its name or description includes "YS", the rule should "remove the relationship" Parent or intermediate rollups should remain untouched I’m planning to implement this as an Extensibility Business Rule, but I’d love to hear if anyone has done something similar or has tips on best practices for metadata manipulation in this context. Thanks in advance! ' Define dimension and parent rollup as parameters or hardcode here         &nbs

I am trying to write a query to the FxRates application table however, I cannot find a function to obtain the FxRateId as seen below. I see that the ID changes based on the year and not just the rate type. 

We have a business rule that, after loading data, runs a Process Cube. When using this with the batch harvest API, it behaves pretty much as expected in that, after the process is complete, it returns a status and execution time and all that. However, I have grown to dislike the file clutter that results from years and years of harvest file processing and I'm updating the code to use the BRApi.DataQuality.Process functions. Both ExecuteProcessCube and StartProcessCube can be used for this with the main difference being the objects needed to kick them off and the object types they return: Start returns a TaskActivityItem and Execute returns ProcessCubeProcessInfo. Superficially, I could walk away from this effort right now and it would work but I've noticed one really annoying issue: neither returns a real status of the process itself. This appears to be because our Process also runs a Calc. Both Start and Process "succeed" nigh-instantly while the Calc continues to run for five more mi

Dear Community Members,Has anyone experienced information in the log being redacted. I found this in the latest documenation.However, i see no pattern of what is considered sensitive. I have a data table dump in the decimal positions are redacted.I am logging the keys and values of two dictionaries. in both dictionaries the value is an integer.  One value is shown while the other value in redacted. Both values come from a text member of a dimension member. In other cases i am logging the name of the business rule and the name of the function. Sometimes the RULENAME is redacted, sometimes it is not.  Which leads me to believe that the logic thinks that the name is sensitive?!  Is this sensitivity controllable maybe on the app settings on the server? Cause it seems overly sensitive or plainly wrong in determining what is sensitive and what is no.

Hello, I wrote a simple formula for Wip Rev that checks the amount in Earned Revenue (that is calculated too) and calculates the difference between its current value(POV)  and prior year end value(POVPriorYearM12) - this part worked, but then I added a conditional statement saying that if Earned Revenue is zero then Wip Rev should be zero too else run the math (POV - POVPriorYearM12) and only first part works, but math doesn't.  I tried a similar statement for the dynamic calc and I was successful, but here no. Please let me know if you can look at the statement and suggests what is wrong... thank you  

In a calculation, I'm copying data from one scenario to another. I have no issues with the amounts in local currency, but with the USD currency I do, because it retains the same value as the scenario I'm copying to, instead of the value it should actually have. Dim TimeName As String = BRApi.Finance.Time.GetNameFromId(si, si.WorkflowClusterPk.TimeKey) Dim entity As String = api.Pov.Entity.Name Dim index As Integer = TimeName.indexOf("M") Dim monthNumber As String = TimeName.Substring(index + 1) '1 'api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,False,False,True) api.Data.ClearCalculatedData("S#FORECAST_" & monthNumber & "_AT_CY_BUDGET_RATE",True,True,True,True) 'BRapi.ErrorLog.LogMessage(si,"Time: " & api.Pov.Time.Name & " entity: " & entity & " currency:" & api.Pov.Cons.Name) 'If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) Then If api.Cons.IsLocalCurrencyForEntity() Then 'api.D

Dear community, One of my use case is to create a function that I would commonly use in any other workspace. I haven't seen a community message about it, and the documentations does not specify how to do so, so here's the use case : I have a Workspace A (name:  WorkspaceA), with an assembly named WA_Assembly, and in it are my services & functions that I want to reference and use. I have a Workspace B, where I need to call the functions from Workspace A. SOLUTION : Create a new dependency in Workspace B : Dependency Type : "Workspace Assembly" Shared Workspace Name : WorkspaceA Dependency Name : WA_Assembly Then, in a given Workspace B service, use Imports Workspace.WorkspaceA.WA_Assembly (vb.net) or using Workspace.WorkspaceA.WA_Assembly (C#) for referencing the Shared Public Functions. Then you will be able to use these functions in another workspace ! Just adding this message for future references :)  

Hello, In my BR, I need to incorporate logic that executes code based off the status of a separate WF Channel.E.g. I have 2 workflow channels and the first contains Workspace-->Import-->Validate--LoadThe second is simply Workspace. This second workspace has a button that kicks off a DM job that executes a BR.In the BR, the code needs to read the status of the first channel, and if it is not completed through process, execute specific code.Any ideas?

Hello, is there a BR function where I can get a Workflow Status (example "Pre-Process Completed, Locked")? When I am using brapi.Workflow.Status.GetWorkflowStatus I only get UniqueId and Name. I want to use the status in a Cube View to display for users. Thank you!

I currently have a metadata file being created by an Extender BR and saved down to the Application Database:   Case Is = ExtenderFunctionType.ExecuteDataMgmtBusinessRuleStep 'Export File Dim fileName As String = "AccessoryMetadata.csv" Dim filePath As String = $"Documents/Public/XFDocs/XFDocs_Public" Dim ud1DimPk As DimPk = BRApi.Finance.Dim.GetDimPk(si, "MainProduct") Dim category As String = "" Dim businessStream As String = "" 'Export CSV to User Temp Folder Dim listOfParents As List(Of memberinfo) = BRApi.Finance.Members.GetMembersUsingFilter(si, _ ud1DimPk, _ "U1#ReportingProduct.Descendants.Where(" & _ "Name Contains Accessories" & _ "And Name <> 15_Accessories" & _ "And HasChildren = True)", _ True) Dim csv As New Text.StringBuilder csv.AppendLine("Name, Description, ParentName, Category, Business Stream") For Each parentMember In listOfParents For Each childMember In BRApi.Finance.Members.GetChildren(si, _ ud1DimPk, parentMember.Member.Me