Rules

Hi, I am trying to establish a connection between OneStream and my local SQL server but getting below error. A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: SQL Network Interfaces, error: 26 - Error Locating Server/Instance Specified) (SQL Error Number -2146232060, -1) Business rule and error  

Hi Team, I know that periodic is calculated in system as a difference between current month YTD and previous month YTD. What happens if we just copy this periodic from one month to another?  Many thanks!

Hello ,I am currently developing my Cash Flow Statement  and I want to add a condition for a loan account. If it has a positive balance in the Working Capital Requirement  variation flow, I want to map it under one CFS table. However, if it has a negative balance, I want to map it under a different CFS table. How can I implement this condition in my Cash Flow Statement? Thank you for your help .

We would like to get the POV that a user set in a Dashboard (through Form Templates) and apply it to each other dashboards that they go into. We use to call this a "Sticky POV". Currently, dashboards will hold the POV from the last time a user was in each dashboard. We want to carry the most recent POV into all dashboards. Does anyone have examples or know how to set this up / use it / access it...? Thanks in advance.  

I trying to bind a combo box with bound list type parameter. The bound list parameter is using Command Type - Method and Method Type - Business Rule please see below screen shots. When I test the parameter it is showing results but combo box is not loading values on dashboard. Any help is appreciated. Sorry not able to attach images.

Hi All, We have alert configuration if a workflow step failed. Similarly, can we configure alert IF DM sequence failed? -Asish

Hi everyone,   I'm having issues when launching the consolidation process after loading data on the cube. Below you can see the calculation that is triggered when the consolidation process is launched:   api.Data.ClearCalculatedData(True, False, False,"A#2A900A01","F#CHI","I#None") api.Data.Calculate("A#2A900A01:U1#None:U3#None:U5#None:I#None:F#CHI=A#3ABCDEF0:U1#TotProduct:U3#TotMarket:U5#TotCostCenter:I#Top:F#None") The 3ABCDEF0 account is the top node of the PL account hierarchy, and the intersection is correctly populated. The 2A900A01 is the balance sheet account that should be populated as a result of the consolidation process, nevertheless it doesn't get populated. I have already verified the intersections, and they are correct. Does anyone have any suggestion on why the 2A900A01 account does not get populated? I know the question is a bit vague but I'm really struggling to understand what the issue might be Thanks in advance for any help!

I am trying to post an adjustment to OwnerPostAdj member using FinanceFunctionType.Calcture function, is it possible to do that. If so could you please share some reference or if there are any cube level setting that I need to make. Currently I am getting the following error, even if I specify the OwnerPostAdj as a part of my data unit, but same works fine for Local member: 

Hello All, Anyone knows how we can achieve Consolidation- NCI, Equity pick up, GW calculation in OneStream?

Using the below rule it seems my derived Zeros are being copied as real data zeros as a result of my Forecast Seeding data calculate.  This is causing a problem with my "isrealdata" check in my override rules.  I can do a work around on my Actual data by copying the already calced amounts and then suppress the calc rules, but then if the users have forecasted override changes they won't work.  I guess my question is can you use a Data Calculate that will result in derived zeroes for the copied Actual periods? Case "FC_Sep" Select Case curMonth Case "M1","M2","M3","M4","M5","M6","M7","M8" api.Data.Calculate("S#" & curScenario & ":O#Import:V#Periodic = S#" & actScenario & ":V#Periodic", "A#Balance.Base",,,,,,,"U4#Top_Srce.Base.Remove(Calc)",) api.Data.Calculate("S#" & curScenario & ":O#Import:V#Periodic = S#" & actScenario & ":V#Periodic", "A#Nat_Net_Ctrl_Income.Base, A#S_Dozens, A#S_NCIpct",,,,,,,"U4#Top_Srce.Base.Remove(Cal

Hi Experts,I have to eliminate Equity and write elimination portion to NCI account. as part of this firstly i am testing with one of the equity accounts i.e "Sharecapital". For this i have written a rule as below and when i execute no errors as well no results. i do not see any reversal entry in C#Elimination.O#Elimination of source buffer value.Kindly evaluate and help me if i am missing anything in the rule. even i do not see any record in the source buffer log. but there are records at C#Share for A#Sharecapital account. Rule >>>>Case Is = FinanceFunctionType.ConsolidateShareDim entity As String = api.pov.entity.NameDim entityID As String = api.pov.entity.MemberIDDim Pown As Decimal = api.entity.percentOwnership(entityID)Dim Pcon As Decimal = api.entity.PercentConsolidation(entityID)Dim pmin As Decimal = Pcon-PownDim vMethod As OwnershipType = api.Entity.OwnershipType(entityID)If Pown > 50.0 And Pown < 100.0 AndAlso vMethod.ToString = "FullConsolidation"

When loading data, all of our accounts from source match the names of the account in OneStream so we've always used a *:* rule for the account maps. However, we have a new dataset coming in and we need to flip the sign for those accounts that are of account type Revenue in OneStream: not assets or anything else, just revenue. I have working code that will conditionally do something if it's a revenue account else pass through... but I don't know what that something should be to flip the sign. Other people have posted questions about how to do a sign flip in a complex expression but there are no answers. I definitely do not want to maintain a manual list of 1,500 1:1 rules that do nothing but flip the sign. The complex expression feels like the only scalable solution but this detail is missing.

Does anyone know how to write a formula that calculates an average based on the POV's number of days? Thanks

Hello - I need to get the most recent Property change on our UD1's. I'm assuming I need to get the AuditTime from the AuditMemberProperty table.  Would I use this function? If so, how do I find the textPropertyIndex value?  BRApi.Finance.UD.Text(si, dimTypeId, memberId, textPropertyIndex, varyByScenarioTypeId, varyByTimeId)  Your help is much appreciated!  Thank you!  

Hi Community Is there any way that we can do to display currencies based on our entity through extensibility rules

Happy Wednesday,  I'm trying to automate our account recs module. I have been successful in automating the data load.  But I'm trying to figure how to call that "process" within my extensibility rule.  I tried to trace back the rule that executes the process recons. What I found was a DB Extender rule (RCM_SolutionHelper), that is been referenced within a button component. Wondering if there is a way to call that function.   Would appreciate any ideas.   Best, Mustafa A   

I keep getting this error I checked the time and scenarios rules it looks right.

Hello community, We have a Custom Calculate DM job that clears data by account and flow via parameter selection that works well. Our client wants to know if it is possible to select multiple base accounts at once to clear the data. The parameter options such as member filter does not allow selecting more than one account so I'm hoping, if this is possible, that maybe someone has used multiple NameValuePairs to achieve this via two parameters of the same dimension somehow. Throwing ideas that may or may not be good out here. Thanks in advance!    

Hello, I have created an extensibility rule to extract values from the FileBytes column in the XFW_UTM_SupportDoc table, then convert the FileBytes to a file and save in the file share. See below for code snippet:   'Execute query and save attachment to file share folder Using dt As DataTable = BRAPi.Database.ExecuteSql(dbConnApp, fileBytesQuery, True) If Not dt Is Nothing Then For Each dr As DataRow In dt.Rows 'Process rows Dim fileBytesValue As Byte() = dr("FileBytes") Dim fileNameValue = dr("FileName") Dim taskNameValue = dr("TaskName") Dim fullFileName As String = fileNameValue 'Create file in file share, and store folder name Dim fileInfo As XFFileInfo = New XFFileInfo(FileSystemLocation.FileShare, fullFileName.toString) fileInfo.FolderFullName = "Applications/" & applicationName & "/Batch/Harvest/TaskManager_Exports" 'Convert fileBytes to file, and save in folder path Dim fileFile As XFFile = New XFFile(fi

Hi all,   Does anyone know how to call a dynamic member list inside a member formula (well, I need it for a dynamicCalc but it can be generalized). I can call the member list in a CV with the call:  I#ICEntities.CustomMemberList(BRName= BRName, MemberListName= MemberListName, Param1 = Param1, Param2 = Param2, Param3 = Param3)   In the Design and Reference (Examples of Key Functions in Use (onestream.com)), we find an example of a static member list.  Thank you for the help. Regards

Dear OS Experts, really appreciate your support on this, I have written a business rule for some generic calculations based on the calender months. the rule is working for USD currency but it not working for CAD. Any suggestions on this code corrections?     Namespace OneStream.BusinessRule.Finance.Temp234Calc Public Class MainClass #Region "Main - xxx Calculation" Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object Try   Dim timePeriod As String = api.Pov.Time.Name Dim entityCode As String = api.Pov.Entity.Name Dim monthNumber As SByte = api.Time.GetPeriodNumFromId Dim yearNumber As Short = TimeDimHelper.GetSubComponentsFromName(timePeriod).Year Dim currScenario As String = api.Pov.Scenario.Name Dim currCons As ViewMember = api.Scenario.GetConsolidationView() Dim localCurrency As String = api.pov.Cons.Name   Dim conversionMonth As String = args.CustomCalculateA

Hello, Im tryin to derive few rows like this:E#[*]=HQ_MANTUGR:A#[R69204ALLOC]=R79204ALLOC:U7#[MREA01]=AREA01:U8#[EUR]=Noneis there any otpion i can use to tell the system to replace only the "6" in the account name R69204ALLOC by 7 to get R79204ALLOC and the "M" in the UD7 Name by A to get AREA01 ?  if this requires a business rule and you have one exemple please share it with me 🙂 thanks for you help

Can you please provide a snippet of Finance Business Rule code showing allocation of data based on a driver.

Is there a way to download OneStream Libraries to GitHub? We need to use gitHub for version controlling of the business rules.

We can write a business rule to export data from the OneStream backend/custom tables, but is there an out of the box solution to do so? The Data Table Manager marketplace solution also has the option to export data, but only up to 5000 records.