Rules

I was asked today, 'Am I correct to think that Databuffers do not return Null/Blank cells and therefore you don't need to check whether the cellstatus is Not NoData?' The full data unit is in memory and Time is part of that.  The system needs it in memory so it can figure out impacts to the whole year.  When you can a data unit for a month you are calling only part of the full data unit. For future period the data will be there, but not in the prior months.  If the data was there in Jan, but not Feb - Feb would be derived zero. Only because period is part of the full data unit, it is possible that you could have a value in Feb, but NoData in Jan. In that case when call the Jan data and buffer only Jan, you might think you have a true No Data. That is why we have the function to check. Honestly though, if the value existed in Jan, you probably need to run it for Feb too though. Using Is Not NoData should NOT be a default, you decide if you need it or not.

Hello- I have created a business rule that uses a buffer to bring back UD1 members that have a value against them, then they are added to a list like this: myList.Add(api.Members.GetMember(DimType.UD1.Id, curUD1)) Later on in my code I do a sort Ascending, and return the results back to a cube view: objMembers = (From member In myList Order By Member.Name Ascending Select Member).ToList() I'm encountering a problem with duplicate values in the results.  This is because a small number of UD1 members have activity booked against them across more than one of the entities I am processing. Are there any quick solutions to removes the duplicates in the add to list or sort steps? The only thing I can think of would be to check if the value exists in the list before I add it, but that would require more coding. Thanks

I've extracted the formula file for all metadata formulas,  and have notepad++ installed as my preferred tool for reviewing. What language settings in Notepad++ do I need to use in order to replicate the colour and formatting of OneStream's internal formula editor?

I am passing 2 Entities in the Data unit for Calculation as Entity is different in both the destinations  So what i was expecting is that it will run as a for each loop with both the entities so it will pick enitity1 and then run the Calc and then enitity2 and then run the Calc  what i was expecting was that the order will remain same every time it will run that is Enitity1 then Enitity2  but what is happening is that it is first taking enitity1 and then entity2 but when i run it again it is taking enitity2 and then enitity1 in that for each loop  to solve this i used 2 different DM steps but why it is running like this i want to know  Can anyone explain why it is running like this ?

Is it possible to build a Business Rule (Dashboard Extender) that connects to and updates the Task Scheduler Table without the use of a BRApi?  Our team is currently connecting to the table using BRApi.Database.ExecuteActionQuery.  This function allows users to update the Task Scheduler through a dashboard.  But we would like to find an alternative approach to updating.

Happy end of masking!! We are trying to pass multiple months to: wfClusterPkChild We tried to pass Qtr1.base but we get error message. Any suggestions on how to pass M1, M2 , M3 - which are base level children of Qtr1 ? Here's our code: wfClusterPk = BRAPi.Workflow.General.GetWorkflowUnitClusterPk(si, profileName, scenarioName, timeName) where timename is 2022M1 Dim wfClusterPkChild As New WorkflowUnitClusterPk(profileInfo.ProfileKey, wfClusterPk.ScenarioKey, wfClusterPk.TimeKey) --- where timename is 2022M1 - it works great. However, when we tried to make timename = Qtr1.base, we get error message.   When we try to display using wfClusterPkChild.ToString, we see this "ProfileKey (ffb8c7f5-2cc0-48bb-b483-a2c81cb84875), ScenarioKey (0), TimeKey (2022003000"   wfClusterPkChild= ProfileKey (ffb8c7f5-2cc0-48bb-b483-a2c81cb84875), ScenarioKey (0), TimeKey (2022003000), wfClusterPk.TimeKey = 2022003000 

If each Cost Center is mapped to a single profit center, can that be stored as a Text attribute in the metadata and then referenced in Transformation Rules?

Statement: A parser business rule is commonly used with a data source 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   Want more Fact or Fiction? We’ll be hosting a LIVE game show at SPLASH San Antonio! Come participate or you’re welcome to attend. Secure you spot today by contacting Press@OneStreamSoftware.com. We hope to see you there!

OneStream is the best EPM app for consolidation and everything planning - it is going to kill Hyperion / Essbase !!Does anyone have a sample business rule BR for a column (e.g. K) to Accumulate what is in another column (in Cubeview)?I probably have a written something similar long time ago, but would like to see if someone else wrote a better BR.

Hi All - I am trying to copy Base accounts from Actual to Plan Scenario but it is not working when I try to consolidate but it is working when I perform force consolidate. Below is the code and any help would be appreciated.   If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyforEntity())) ThenIf api.Pov.Scenario.Name = "Plan" Thenapi.Data.Calculate("S#Plan = Eval(S#Actual:O#Top:I#Top:U1#Total_CostCenter:U2#Total_ProfitCenter)","A#[Corp_US_Sales].Base",,,,,,,,,,,,AddressOf OnEvalDataBufferScrFilter)Brapi.ErrorLog.LogMessage(si,"APIDATA") End IfEnd If Private Sub OnEvalDataBufferScrFilter(ByVal api As FinanceRulesApi, ByVal evalName As String, ByVal eventArgs As EvalDataBufferEventArgs)TryeventArgs.DataBufferResult.DataBufferCells.Clear()For Each sourceCell As DataBufferCell In eventArgs.DataBuffer1.DataBufferCells.Values'Only process cells that have dataIf (Not sourceCell.CellStatus.IsNoData) Then'Apply filtered source cells with data as the new Data Buffer CellsDim

We are trying to develop logic to do the following during transformation: If the G/L account in the load is in a certain range and the UD2 member is valid, load to that intersection      otherwise If the G/L account in the load is in that same range but the UD2 member is invalid, map UD2 to None   Has anyone gotten something similar to work?   Thanks,Bil

Hi experts, The business users had posted some retained earnings adjustments to both base and parent entities at OwnerPostAdj consolidation level. I have a very simple opening balance rule that works across all entities and consolidation levels: api.Data.Calculate("F#100= RemoveZeros(F#EndBal:T#PovPriorYearM12)","A#<balance sheet accounts>.Base") We are seeing that the opening balance (F#100) member is correctly pulling the OwnerPostAdj numbers for the base entities from prior years, but is not bringing in the opening balance from the parent entities at OwnerPostAdj level. I did a 'Force calculate with logging' and see that the 'ReadDataRecordsinDataUnit' step is showing zero records in the database. However, I can confirm that the journal was posted in M12 at the parent entity and C#OwnerPostAdj level. Any suggestions as to what else I might need to check? Regards, S    

Hi,  I have a list of "segments" in the text 2 property for each Entity. For each Entity I would need to see these "segments" as columns in a cube view, so I need to return a "member list" however these "segments" are separated with a pipe ("|") delimiter in the text 2 property. The above "segments" in the Text 2 line are already defined as UD2 members in the Dimensions section. I was investigating the use of an XFBR formula however I can only return the first member list in the Text 2 property and not a list. Any advise would be helpful. Thanks  

Dear Community,   I have a use case where the user would like to change a value by clicking a button. when I click on the "+" icon, it will add 1 into my parameter shown in the label, and when I click on "-", this would remove 1. Very simple, it can be done just with an input but I would like to do it with icons just for fun 🙂   Basically, this looks like this : I was thinking of using an XBRL but not sure on how it would fit ?   Regards,  

Hi,   I am looking for a Business Rule (DataQualityEventhandler) to send e-mail notifications when "Set IC Transaction Status" is used. I know how to send e-mail when the "Set IC Transaction Status" is used. The challenge is to get the comment and other information from the ICMatchStatus table and to pick up the e-mail addresses to send to. So, I want to check for the entity in the ICMatchStatus table and all users with access to that entity should then receive the e-mail notification. I want to use the e-mail on the users to create the e-mail list for sending e-mails.   It's more or less the same as with the journals. If a journal is for example created, then an e-mail is sent to the users that can approve the journal. The e-mail will then also contain the journal they are suppose to approve and/or post. This I have, but the ICTransactionStatus is a bit    Regards, Peter  

Good Morning, Everyone --  I have a report which showcase forecasted KPIs using a set of assumptions and conditions. There is a growth rate that is been used to grow the KPI for each forecasted month.  Do we have something similar within Golf Stream?  Would appreciate any ideas. Thank you!

Hi, sorry for such a small issue but hoping to get a quick second look. I input the following to calculate BW percent but the following screenshot with the error keeps coming up, despite the comma I put in. Would anyone know what could be wrong with the syntax?  GetDataCell("BWPercent(S#Working:V#QTD:T#QuarterNext1(|CVTime|),S#Budget:V#QTD:T#QuarterNext1(|CVTime|))"):Name(Var %) Thank you  

Hi all What is the globals object good for we are seeing in all the business rules?    

Hi all,    We have a simple copy calculation on a forecast scenario that copies in the actuals data for certain periods, defined in a text field. We've had it for years and it generally works fine with no issues. This quarter though, I'm having an odd issue. There are a handful of intersections that are copying only USD values, but not local values and I cannot for the life of me figure out why. ANY suggestions or thoughts on what to review would be helpful!    Here's the calc on the scenario for reference:  Text2 field is 3 (technically "Firstforecastmonth=3") on the scenario and I'm looking at M1. There are about five accounts (out of hundreds) that are off, but inconsistently so there's not one specific piece of master data that seems to be driving the issue. Exchange rates are loaded and the entity with the issues is a CAD local entity that's translated into USD. The part that's truly baffling is that it's only copying in the USD value - here's an example

We currently use the XFR_MemberListRanked business rule (from Golf Stream) to rank items in our cube views.  We have a request to rank based on percentage.  I'm curious if anyone has a solution for this or has done this in their application.   

I have created an extender BR to load from a  xlsx file with xft named range into a custom table. The file is in the OS cloud fileshare in a specific folder. I am 100% sure the file is set up correctly and the path is not an issue, however I still keep getting an error when running the BR from data management that file is invalid or missing. Can someone please help.  Below is the BR . What am i missing   Dim fileName As String = "XFD_Plan1.xlsx" '<-- Enter name of Excel fileDim filePath As String = "Applications\OneStreamDevelopment\Batch\Harvest\" '<-- Enter path to Excel file'Note: dbLocation, TableName, LoadMethod & Field names defined in header of each excel "xft" range.BRApi.Utilities.LoadCustomTableUsingExcel(si, SourceDataOriginTypes.FromFileShare, filePath & fileName, Nothing)

Hello, Apologies if this seems like a rather basic question but I couldn't see anything in the Golfstream app. Is there a standard business rule I can take which copies data from one POV into another and modify it so I can effectively combining two base entities into one?  Thanks, Oliver

Hello,   I have a use case where I need to get data from siblings (or parents) for a dynamic calc. Entities A,B are part of the same parent EntityC. Cost1 / Entity A : 1000 Cost1 / Entity B : 500 Cost2 / Entity A : 2000 Cost2 / Entity B : 1000 The calculation of the KPI should be as follow for each entity : (0.5*Cost1 + Cost2) / ( 0.5*Cost1:EntityC + Cost1:EntityC). or : (0.5*Cost1 + Cost2) / ( 0.5*Cost1:EntityA+EntityB + Cost1:EntityA+EntityB). (it's the same really) Just to give more fun to it, this formula should be dynamic, as I have multiple entities and multiple parent...   I'm looking for a formula that would help me achieve this ?   Regards,

Hello everyone -    As the title mentions. How do I grab a list of entity members which contains the word "district" within its name/description? 

Hi OS gurus. Hoping to get a little help on converting a Hyperion line of codethat is using SUMRANGE to OneStream. Here is the Essbase line I am trying to convert: IF(@ISMBR("Assoc Ex Elim"))@SUMRANGE("Cash - Asset",@CHILDREN("Assoc Ex Elim"));ENDIF This piece of code is going to reside in a Flow member that has already been setup as a DynamicCalcTextInput member. It already has codewhere it is calculating account "A29970 - Assoc Ex Elim" based on if a Cash account is positive or negative. It works good but is doing it for all UD1 members, we want UD1 member named"Assoc Ex Elim" to not use this Cash account formula but rather just consolidate what it's children have. This is what the Hyperion code is doing. I have tried the following but no data comes back for it:If api.Pov.Account.Name = "A29970"Dim UD1NAME As String = api.Pov.UD1.Name   If api.Pov.UD1.Name = "Assoc Ex Elim"    api.Data.Calculate("F#ENDBALCALC=F#ENDBALCALC","A#A29970",,,,"UD1#[Assoc Ex Elim].Childr