Rules

So im trying to create a rule that pulls selected journals forward than posts them automaticaly.  I have my test journal pulling forward as expected but when im trying to post the journal in rule below its causing the rule to error.  The line in question is, BRApi.Journals.Process.ExecutePost(si, journalObjectHeader.UniqueID)What am i missing it seems pretty straight forward? Imports SystemImports System.DataImports System.Data.CommonImports System.IOImports System.Collections.GenericImports System.GlobalizationImports System.LinqImports Microsoft.VisualBasicImports System.Windows.FormsImports OneStream.Shared.CommonImports OneStream.Shared.WcfImports OneStream.Shared.EngineImports OneStream.Shared.DatabaseImports OneStream.Stage.EngineImports OneStream.Stage.DatabaseImports OneStream.Finance.EngineImports OneStream.Finance.DatabaseImports System.IO.Compression Namespace OneStream.BusinessRule.Extender.CA_JournalRecurring2Public Class MainClassPublic Function M

I am having difficulties getting either the member ID or member name into a list using  GetMembersUsingFilter.I have got this so far.Dim members As List(Of MemberInfo) = api.Members.GetMembersUsingFilter(api.Pov.AccountDim.DimPk, "A#BalanceSheet.Base.Where(Text2 = RF_Debt)", Nothing)However, this gives me neither the member ID or member name.

Hi everyone — I could use a bit of guidance. I'm working on a function to remove a member's relationship, and I'm stuck on how to properly call relationshipPks As List(Of RelationshipPk). I'm not entirely sure what this parameter represents or how to construct the list it expects. What does RelationshipPk refer to in this context? How should I build the List(Of RelationshipPk) to pass into the method? Any examples or explanations would be greatly appreciated. Thanks in advance!    

Hi, I am trying to use the Business Rule API "SaveFileBytesToUserTempFolder" in order to open a file stored as a byte in a datatable. This is exactly like in the "Reporting Compliance" dashboard, where the file is stored as bytes in a datatable. I am actually using the exact same business rule !   However, there is an issue in my case. My business rule that is used to view the document works fine until the very last step... this is the one causing the error ( I have tested FileName and FileBytes fields and these exist) : BRApi.Utilities.SaveFileBytesToUserTempFolder(si, si.UserName, dt(0)("FileName"), dt(0)("FileBytes")) Error message : An error occurred while receiving the HTTP response to http://localhost:50002/OneStreamApp/SVC/XFFileSystem.svc. This could be due to the service endpoint binding not using the HTTP protocol. This could also be due to an HTTP request context being aborted by the server (possibly due to the service shutting down). See server logs for more details.Th

Hi Everyone. I want to get the sum of multiple entities, like in the example below, but for now I'm only getting errors or values with 0 'First option Dim strList As String = String.Join(", ", (From l In lstMI Select "" & l.Member.Name & "").ToArray()) Dim lstMI As List(Of MemberInfo) = BRapi.Finance.Members.GetMembersUsingFilter(si, api.Pov.EntityDim.DimPk, "E#Kazakhstan.Base.Where(Text1 = 'M_S_KAZAKHSTAN')", True) api.Data.GetDataCell("A#411000:E#Root.list([" & strList &"]):C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#INNER:U3#COUNTRY_RPT:U4#ALL_PROJECTS").CellAmount 'Second Option api.Data.GetDataCell("A#411000:E#Kazakhstan.Base.Where(Text1 = 'M_S_KAZAKHSTAN'):C#Local:O#Top:U1#ALL_DEPARTMENTS:U2#INNER:U3#COUNTRY_RPT:U4#ALL_PROJECTS").CellAmount What I ultimately want to do is to get those values so I can change the following, so that the entity includes all those base entities that meet the filter, and I can get the correct value and use it in my Calculate. Dim DBICtry As

I have seen several MaketPlace solutions rules that give me a warning message when I compile in v 7.1.1. See the example below:Warning at line 410: 'Public Overloads Function GetBusinessRules(si As SessionInfo, brType As BusinessRuleType) As List(Of BusinessRuleSummaryInfo)' 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.'.Not sure how these rules will behave when we upgrade to v 8.5, but I was wondering if there is an easy fix out there which will remove this warning message.

Hello, I was wondering if anyone has had any success using Trailing3MonthAvg View member within a data buffer when the trailing 3 months cross over years. When I run this for a period like June everything works great, but when I run this in Jan or Feb I get the object reference not set to an instance of an object error. When switching the View member to YTD everything works fine. Below is an example of the code. Thanks!!   Dim filter1 As String = "U1#XXXXX.Base" Dim filter2 As String = "U6#XXXXXBase" Dim U2 As String = "XXXXX" Dim test1 As String= "Cb#XXXXXX:T#2023M1:A#Direct_HC:S#Actual:E#XXXXX:F#EndBal_Input:V#Trailing3MonthAvg:O#BeforeAdj:I#None:U3#Top:U4#Top:U5#Total_Adj_Alloc:U2#" _ & U2 & ":U7#Top:U8#None" Dim test As DataBuffer = api.Data.GetDataBufferUsingFormula( _ "RemoveZeros(FilterMembers(" & test1 & ", " & filter1 & ", " & filter2 & "))",,True)  

Hi, In our application, we uninstalled and re-installed Cloud Administration Tool, after did this trying to compile CAT_executeCopy while doing this getting validation errors.  My concern is after uninstall CAT, is it mandatory clear CAT_executeCopy rule as well?

Is there a syntax to lookup the description of an entity that is NOT the pov entity?  In the example below the pov_entity is XXXXXXX_Canada, but the entity I want to pull a description from is 00250.  I am writing a rule in a ud8 member to try to pull this.Thank you,

Hi,         I am trying to build a Drill back functionality in one of data source connector business rules. I tried looking into One Stream reference guide on Data Source connector business rules and I found below reference for nested Drill back functionality. But practically when I tried to drill back on a drill back detail row, OS returns following message. The click on the drill back is not even calling the connector business rules any more. Can someone help me with the ways to code with nested drill backs. I tried to follow the examples from Golfstream application. Private Function GetDrillBackTypeList(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal args As ConnectorArgs) As List(Of DrillBackTypeInfo) Try 'Create the SQL Statement Dim drillTypes As New List(Of DrillBackTypeInfo) If args.DrillCode.Equals(StageConstants.TransformationGeneral.DrillCodeDefaultValue, StringComparison.InvariantCultureIgnoreCase) Then '

Hi OneStream Experts, Is it possible to extract the value of "options" from the data management export data step using a extensibility rule?I used a syntax above to retrieve it. but, unfortunately no luck. Any help or suggestions are much appreciated.Thank you. 

Hi All,I'm working with FdxExecuteCubeView and cannot export the dynamic calculations in V#Annotation even though I have includeCellTextCols as True. The OS documentation also says that it's possible to extract Dynamic Calc results.In my CubeView I have a dynamic UD8 which returns the value kilogram in this case:   Here's the code I have right now:Dim nameValuePairs As New NameValueFormatBuilder(String.Empty,customParams,False) Dim filter As New System.Text.StringBuilder Dim parallelQueryCount As Integer = 8 Dim logStatistics As Boolean = False Dim includeCellTextCols As Boolean = True Dim useStandarFactTableFields As Boolean = False Dim dt As New DataTable dt = BRApi.Import.Data.FdxExecuteCubeView(si, cubeViewFilter, "","","","","", nameValuePairs, includeCellTextCols, useStandarFactTableFields, filter.ToString, parallelQueryCount, logStatistics) Return dtAnd the resulting data table shows 0.0 instead of kilogram: &nbs

Hi I have a derivate rule that I created that returns the absolute value of an amount based on column name. The column names are assigned in the data source and based on the data source column it will either assign an absolute value or a negative value. I want to be able to pull a column in my derivate rule that is a text attribute column and if the text equals something like "S5" it will do some type of conditional logic. With my limited experience with derivative rules and research it seems this cannot be done via a derivative rule. First question: Is there a way for me to do this? Second: If not, is there another alternative way that I can extract the text field of a column and based on that to do some type of additional logic? 

Hello OneStream experts, We are trying to extract a maintenance unit and all it's components underneath it using a BR/Extensibility rule with the latest OS version - 9.0.1. But, however after the run we could able to see a empty xml in the fileshare folder. Below is the snippet of code which we are using. Any suggestions or help would be greatly appreciated. Thanks!Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try Select Case args.FunctionType Case Is = ExtenderFunctionType.ExecuteDataMgmtBusinessRuleStep, ExtenderFunctionType.Unknown 'Get Configuration Settings Dim configSettings As AppServerConfigSettings = AppServerConfig.GetSettings(si) 'Data Management extract location Dim folderPath As String = FileShareFolderHelper.GetDataManagementExportUsernameFolderForApp(si, True, configSettings.FileShareRootFolder, si.AppToken.AppName

Dear community,We are using a Dashboard Extender Rule to trigger a ExecuteCustomCalculateBusinessRule.The business rule that we are running is a finance business rule that contains databuffer formula's.Since we can only run a finance business rule for one entity, we have created a MemberList that is running the Finance Rule each time for one of the 1500 legal entities that we have.This caused a Server Timer Out error.Do you know if  the ExecuteCustomCalculateBusinessRule runs for each entity separately or for multiple entities in Parallel that is  causing this TimeOut?  

Hi Everyone, I have a requirement to pull the data in a particular format in my cube view. I have entity dimension members in a row which gets pulled from the cube. I have to pull the respective opening dates of the stores from the custom table in the cube view as a column. I have created the custom table (with store and opening date) and used a business rule to pull the opening date from the custom table. Now I want to display this in the cube view w.r.t the stores we are pulling in rows. For ex if we have a row with Entity (store) tx0001 in the cube view which has an opening date for the store in the custom table. This opening date needs to be displayed in the column w.r.t to the store in the row. How to achieve this?    Thanks, Jeevan  

HI Experts,  I have a parser rule that looks at current attribute 9 and compares it with attribute 9 of last year December load and returns it as attribute 10 which helps me map the differences in Tiering. My issue is - the file is huge around 15k lines and its taking ages for this comparison. How can i make it run a bit faster ? Any help would be appreciated.   PARSER RULE BELOW FOR YOUR INFORMATION: Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As ParserDimension, ByVal args As ParserArgs) As Object Try     Dim Time As String = BRApi.Finance.Time.GetNameFromId(si,si.WorkflowClusterPk.TimeKey) Dim WfYear As String = Time.Substring(0,4) Dim WfYearPrior As Integer  = WfYear - 1 '   'Get the fields for comparison Dim AttrColPosition As Integer = 97 Dim CurrString As String = api.Parser.DelimitedParsedValues(AttrColPosition) 'Brapi.ErrorLog.LogMessage(si,"My Currr A8  is " &CurrString) &nbs

I came across this piece of code today:If (((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity())) And api.Cons.IsCurrency())I'm guessing the last statement is to be sure that your Cons dimension POV is not on a "non-currency" member such as Elimination.  Have I guessed correctly?  And if so, then wouldn't this already be accounted for in the api.Cons.IsLocalCurrencyForEntity condition?If I haven't guessed correctly, then my question is what does this condition check for? 

We have a Fcst BR that copies from a support scenario into our main Fcst Scenario.  Our issue is that it will still overwrite data in the main scenario even when that scenario's Entity is certified.  How do I prevent BR's form updating data that is certified.  We had closed/certified our Fcst and then someone not aware was in a form that allowed them to update this supporting details scenario and saved which then updated the Fcst scenario. Is this something that can be managed on the Scenario setup - ie not allowing changes when certified or is this a type of loophole with BR's I have something similar I do for data loads where I check the status of the WF before running an automated Import/Validate/.../load process.  in this case I am trying to prevent a ton of error messages when it gets to the load steps and finds the entity is certified.  Would there be logic that could check the status of an Entity vs. WF that I might be able to insert into my BR.

I am looking to upgrade from 7.1 to 8.  In the process of compiling dashboard extender rules, I get the following warning message.Warning at line 50: 'Public Overloads ReadOnly Property TaskInfo As XFSelectionChangedTaskInfo' 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. Use SelectionChangedTaskInfo instead.'. Question.  Is there an alternative syntax that will achieve the same result?  As best as I can decipher, the code in question (below) is to retrieve the value from the bound parameter LastActMonth_BDA into a new variable titled newLastActMth.Dim newLastActMth As String = args.TaskInfo.CustomSubstVars("LastActMonth_BDA")

I would like to use a parameter value in a KPI in my API_Calculate business rule. I have a literal value parameter and we will change the default value ahead of time to control which formula runs. I'm trying to pull the current default value with the following: Dim param As String = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si, False, Nothing, "myFlag") When it gets to that line it throws a "Object reference not set to an instance of an object".  Any ideas?

Hi Folks,I need to retrieve all cube root workflow profiles in the first parameter. Upon selecting a particular cube root workflow profile, all its related workflow profiles should appear in the second drop-down list of the combo box. Likewise, there is a third combo box for the current workflow year and time. What can be the Dashboard Data Set for this?Thanks 

I'm currently trying to export the account dimension members and their properties through a csv file. I can get all the properties necessary, but I can't get the "Account Type" property through the extender rule.  I'm currently using Account_Type= Brapi.Finance.Members.GetMemberInfo(si,dimTypeId,stkItem.Name,True,Nothing,MemberDisplay).Member.GetType.FullName , to get the account type in columns but it isn't returning the correct account type of the member and instead returning " OneStream.Shared.Common.Member " in the columns.

Hello, I have an account that is calculated via a business rule. I don't want end users to input into the account manually. If I set the account to allow input = false, will my business rule still be able to input data into the account? Or do I need to leave it set to allow input = true, but make sure every cube view that uses the account does not allow manual input? Thank you.  

I using UD8 to call master data of entity. Other master data is work, but there is issue when I call entity parent. Seem like the business rules is not working. Not sure where the missing part. If api.View.IsAnnotationType() Then     ' Dim EntityID As Integer = api.Pov.Entity.MemberId   ' 'Return the Account name setting for this text-based View member '' Return api.Entity.GetLocalCurrency(EntityID).Name ' 'Dim ParentId As Integer = api.Pov.Parent.MemberId '' return api.Entity.par ''Return api.Pov.Parent.MemberId.ToString 'Dim objList As = BRApi.Finance.Members.GetParents(si, dimPk, entity, includeRootMemberInResult, dimDisplayOptions) 'Dim oblist2 = BRApi.Finance.Members.GetParents() 'Dim ParentId As Integer = api.Pov.Parent.MemberId ' Dim ParentName As String = api.Members.GetMemberName(DimType.Entity.Id,ParentId) 'Return ParentName 'Else   '    'Return a NoData Datacell '    Return api.Data.CreateDataCellObject(0.0,True, False) End If