Rules

  Hi All In the below example value is displayed on every single combination of UDs.  This should only be calculated and written to each UD7 separately but calculated on Tops and displayed only on “NotDefined” for all other UDs. For any other POV combination- the result returned should be zero. Can we do something like this?   Dim Tops_NoUD7 As String = ":O#Top:I#Top:F#Top:U1#Top:U2#Top:U3#Top:U4#Top:U5#Top:U6#Top:U8#Top"Dim dEbit As Decimal = api.Data.GetDataCell("A#EBIT" & Tops_NoUD7).CellAmountDim dSalesProd As Decimal = api.Data.GetDataCell("A#SALESPROD" & Tops_NoUD7).CellAmountDim sEbitProd As Decimal = (dEbit/dSalesProd)*100Return sEbitProd

I have recently had the request of creating a Dimensions CSV Export File with Parent/Child Relationships including some member properties. I realised this wasn’t straightforward when Extensibility is used across the dimensionality. Specially with the requirement of presenting the hierarchy with the correct Sort Order. See Example Below: With the following set up: The CSV Out Put should be: I am sharing the solution we have implemented in case to help anyone with the same type of request/requirement. The attached Extender Business rule could be used in a Data Management Step as follows: It will create CSV file within the User Temp Folder with all the Parent Child Relationships including some properties: Currency (Only For Entity Type Dim), Text1-Text8. The solution will extract All Dimensions Type, including system dimensions. The code could be easily adapted to work of a Dimension Type List instead. Also, additional properties could be extracted as needed by modifying the Sub Routin

Hi all,   I came across a very helpful post that shows how to automate extracting metadata for backup. (original code at the bottom of post) https://community.onestreamsoftware.com/t5/Accepted-Code-Samples/Extender-Automate-Application-Metadata-Backup/ta-p/6914    I tried this business rule and it works perfectly, however I am looking for something a little more specific since this returns a massive dump of data. Basically, I am looking to automate a metadata xml extract of specific dimensions and their members / relationships separately into different files and combine them into a zip package. Is there any documentation that shows how to edit this xmlOptions syntax below to include specified return xml values instead of just extracting all items?  'Set the extract options Dim xmlOptions As New XmlExtractOptions xmlOptions.ExtractAllItems = True   Ideally in the package, each dimension would have two files. I would have two files as such: - TopU4 Members - TopU

I have an issue I would be very interested in getting community's take on and I would greatly appreciate any direction: I am trying to deal with the case of a nested ownership: one  of our 100% owned subs owns a minority stake in the other sub, At the top consolidated level there should be no Minority Interest , but at intermediary consolidated level there should be. I created an intercompany account that is calculated at that intermediary consolidated level. Calculation seem to work fine. However, when consolidation reaches the first common parent between the 2 subs, elimination of this new account is not being triggered, even though correct partner is assigned (IC Matching report matches the relevant amounts) Here is the calculation: If (api.Cons.IsRelationshipLevel And api.Entity.OwnershipType().ToString = "Custom1") Dim entityID As Integer = api.POV.Entity.Memberpk.Memberid Dim parentID As Integer = api.POV.Parent.Memberpk.Memberid Dim pOwn As Decimal = api.Entity.Percent

I have built the "Compiste" transformation rule, the Rule is below. while executing through workflow and I am getting the below error message. any insights how to make this work out? Error: Dimension: Account, Rule Type: TransformComposite, Rule Name: ., Input Expression: A#[??????????1910], Output Expression: A169140.Syntax error: Missing operand before 'And' operator.  

Here I have my income and balance sheet. I need RE to equal account number 29500 plus Net income under the balance sheet. I also only have data for Jan 22. Do I create a stored calc, dynamic calc, formula pass, or something else? How would I do this? Thank you!  

Hi Community. I have a rule that is using DataBuffer to copy data from 1 cube to another.The cubes have seperate dimensions. I have used DataBufferConvMapItems to map individual base dimensions . But I have some doubts regarding this : Is there any sample code that helps solve this issue.? Below is the complete code. Copying Data from Sales to Finance Cube. they both use separate entity dimensions , not extended ones.Sales have an LGL hierarchy from where we need to copy data , So For Eg :E#LGL190 data needs to be copied to E#190 in Finance. The rule is triggered using a customCalculate DM JOB  where the Data unit is Of Destination Finance cube."   Dim dataBufferConvInfo As New DataBufferConversionInfo Dim dataBufferConvDimInfo As New DataBufferConvDimInfo Dim dataBufferMapItem As New DataBufferConvMapItem(DataBufferConvType.MapSourceMembersToFirstDestMember, "F#SF_EndBal","F#EndBal", 1) dataBufferConvDimInfo.MapItems.add(dataBufferMapItem)

Hi All, We have multiple Profiles under a workflow and each profile contains multiple forms in it. While executing the business rule through the button from workflow dashboard, It is just completing that particular workflow with forms but not the other workflows which consists of multiple forms. Below is the code using to complete the workflow. Is there a solution for this issue. Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult()Dim wfProfile As String = BRApi.Workflow.Metadata.GetProfile(si, si.WorkflowClusterPk.ProfileKey).NameDim scenario As String = ScenarioDimHelper.GetNameFromID(si, si.WorkflowClusterPk.ScenarioKey)Dim time As String = BRApi.Finance.Time.GetNameFromId(si, si.WorkflowClusterPk.TimeKey)Dim wfClusterPK As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si, wfProfile, scenario, time)BRApi.Workflow.Status.SetWorkflowStatus(si,wfClusterPK, StepClassificationTypes.Certify, WorkflowStatusTypes.Completed, "Auto completing Forms","

Client has a need to do USD overrides for specific accounts in the Balance Sheet and the entire P&L. The below code was working fine in prior periods for historical data from a flat file. Now we are importing from SAP, and it works for the Balance Sheet no problem, but the code to populate the Forms member in the P&L doesn't work, and even though I'm calling all base members, the Override calculation only works on some accounts. I should mention the account dimension is extended. Not sure why it worked before but does not any longer. Here is the relevant code. You'll notice both sections are set up similarly. 'Move the entered Local Override amount To the USD consolidation member To override the prior period's roll forward api.Data.Calculate("F#USD_HO_Input:C#USD:O#Forms:U1#Input_HO" & udFix & " = Eval(F#USD_HO_Input:C#Local:O#BeforeAdj:U1#Input_HO" & udFix & ")", "A#BAL8A8B.Base.Where(text2 contains FX_Fixed)",,,,,,,,,,,, AddressOf OnEvalDataBuffer ) 'Ca

Hello.  I am a total rookie with dashboards, and am failing miserably at trying to tweak one for the first time.  OneStream has an existing dashboard for RCM; there is a chart called cht_ReconPreparationStatus_RCM that I want to use, but instead of the entity being populated from the WF Profile, I want the user to be able to choose the entity in a combo box.  I have created a combo box, and I have created an entity parameter for the combo box.  But I'm just kind of lost as to what settings I need to change.  I also assume this needs to be tweaked in the business rule, but I have tried a million different options and can't come up with it. I feel like this should be an easy one, but I clearly still have a lot to learn!    Combo Box settings (ParamBarEntity is my new parameters i created.  And the Dashboard 3a_scorecard is just a copy of OneStreams 3a_scorecard_RCM that already exists) ParamBarEntity - my new parameter Data Adapter: cht_Reco

Hi, I need to copy data between 2 cubes . they both use different Entity Dimensions . Not Extended ones.so is there any way I can map the entities . I am using customcalculate DM with the Destination Data Units  to run finance rule. I have given the Source Entity and destination Entity in the Corresponding DataBuffers. But when I give  api.Data.ConvertDataBuffer("sourceCube","SourceScenario", databufferConvInfo, sourceDataBuffer). I am getting Error Saying "the Cube and Entity Are invalid or Incompatible". What is the issue ? Thanks.

I'm able to extract the monthly csv files uploaded using BRAPi.Import.Data.ExportStageArchives, but this doesn't seem to work for multiperiod uploads (specifically budget) or I'm just referencing a parameter incorrectly. I've tried entering the time parameter as "2021", "2021M12", "2021M1", even "2021M1-2021M12" within the business rule, but nothing is exported at all for the Budget scenario.... Any ideas?  

Hello, I have connection string written to connect to SAP Dim r3Conn As R3Connection = BRApi.Database.CreateSAPConnection(si, "ConnectionName", True) I want to know where the ConnectionName is confirgured.  I have the error massage which is pointing to IP which is not in our network.  Unable to execute Business Rule 'SAP_TB_ALL'. RfcOpenEx failed(RFC_ERROR_COMMUNICATION): SAP_CMINIT3 : rc=20 > Connect to SAP gateway failedConnect_PM  GWHOST=10.4.16.9, GWSERV=sapgw00, SYSNR=00   LOCATION    CPIC (TCP/IP) on local hostERROR       partner '10.4.16.9:3300' not reachedTIME        Tue Jul 09 12:38:29 202RELEASE     701COMPONENT   NI (network interface)VERSION     38RC          -10MODULE      nixxi.cppLINE        2845DETAIL  &nbs

Hi OS Experts: While I am running the ForceConsolidation in cube view, I am getting the below error message. Are there any possibilities of this error: Error calculating member 'EndBal_Calc' in dimension 'Flows'. Unable to execute formula for member 'EndBal_Calc'. Invalid script 'A#NET:F#EndBal:V#YTD:O#Top:I#Top:U1#USACAP:U2#TOT_DEPT:U3#TOT_PROJ:U8#None:E#' near 'E# I am checking the EndBal_Calc in flow dimension the calculation has been working from many years correctly but this time the strange issue. any suggestion. I see the similar error for the different entities' different runs.

Hi All: I have ran the workflow to copy the Actuals to Forecast and the data got copied over successfully. while validating the balance sheet for the certain IC plug accounts, Etiquity accounts the data is not matching Actuals versus Forecast. For example, the below.   I narrow down to the issue, I can see that the difference coming from historical override adjustment and beginning balance. I am not quite sure how to narrow down further to fix this issue, any leads/suggestion to check on this to fix?    

Hi Everyone. What I want to do is to obtain the child entities of an element, to save them in a variable and compare them with the entities that are traversed in a data management, I would like to know how I can do this in addition to how I can get in a BR the value of an intersection, as if it were in excel. Example the childrens of this.  

I have SIC version 8.2.1 I already created the gateway and is online, is a Direct connect type configured to connect with SAP I already install the SAP dll in the SIC local When I try to compile my SIF in the Onestream App asks me for the Gateway, but I can't see my direct connect gateway, only shows the Database Gateway What I'm doing wrong?   Regards

Hello - I'm looking for a formula to calculate data from one entity to another for two specific accounts. I would just use a standard data management job for this since the amounts are not changing, however I want the sign to change, so the amounts will net to zero when the entities are consolidated in the same structure. Can I use api.data.calculate for this? And if so, would the formula be stored on the two accounts? 

Hello All,We are having a requirement where we need to export Dynamic Calc members through FDX. We have few dynamic accounts which are complex and it refers to different time periods like (T#POVPrior, T#2023, T#2022). So whenever we run the export, it generates a very huge amount of error logs , 1 Million, referring to the T# Summary: Error processing script '((Divide(A#ABC:U8#Sample,A#DEF:U8#None))*100)'. Unable to execute formula for member 'ABC'. Invalid script 'A#DEF:I#Top:T#LastActualPeriod- A#IJK:V#YTD' near 'T#'Here LastActualPeriod will be calculated based on current actual period, Example T#2022M1Any idea why this happens and any alternate ideas to come out of this and export the Dyn Calc Accounts.Thanks in advance for your help !

Is there any way to perform bulk copy of a compressed data table to an Oracle Database using SIC.

Hello everyone, Im tryng to add a drillback option to my BR connector, but i have no idea how i can write it down on my script, any help or instructions from you guys is well apreciated!Here is my complete BR connector it pulls data from a biblent table: Imports System.Data Imports System.Data.Common Imports System.IO Imports System.Collections.Generic Imports System.Globalization Imports System.Linq Imports Microsoft.VisualBasic Imports System.Windows.Forms Imports OneStream.Shared.Common Imports OneStream.Shared.Wcf Imports OneStream.Shared.Engine Imports OneStream.Shared.Database Imports OneStream.Stage.Engine Imports OneStream.Stage.Database Imports OneStream.Finance.Engine Imports OneStream.Finance.Database Namespace OneStream.BusinessRule.Connector.Central_Connector_BiBlend Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Transformer, ByVal args As ConnectorArgs) As Object Try 'Get the query informat

I use the Text3 field in Flow members to hold a status value. I have a BR that is creating one Flow member at a time. When the BR runs the line with SaveMemberInfo, every one of my flow member's Text3 values are changed to values that are incorrect. Does anyone have any thoughts on why this is happening. Following is the code I am using to save the Flow member:****************************************************************************************************strModName = "This is the Flow member name"strCurrPdoDescr = "This is the Flow member description"Dim objDim As OneStream.Shared.Wcf.Dim = BRApi.Finance.Dim.GetDim(si, "std_Flow")Dim intModId As Integer = BRApi.Finance.Members.GetMemberId(si, dimtypeid.Flow, strModName)Dim objMemberPk As New MemberPk(DimType.Flow.Id, intModId)Dim objMember As New Member(objMemberPk, strModName, strCurrPdoDescr, objDim.DimPk.DimId)Dim objProperties As New VaryingMemberProperties(DimType.Flow.Id, objMember.MemberId, DimConstants.Unknown)Dim NewFlowMb

When writing DataBufferCells to a cube, does anyone know how to create a DataBufferCell having a StorageType=DataCellStorageType.Journals?  

Hi everyone,  I'm trying to create a formula for an account member that includes different accounts and UDs. I'm trying to do something like this: (A#COMMODITY_GM = A#GROSS_MARGIN - A#NET_INCOME:U2#WC - A#NET_INCOME:U2#US + A#503099:U2#EC - A#FINANCE_EXPENSE:U3#OTHERGRN) I found in the book Finance Rules and Calculations a possible solution using a Data Buffer, so I came up with the following formula: Dim grossmarginDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#GROSS_MARGIN:U8#None") api.Data.FormulaVariables.SetDataBufferVariable("GROSS_MARGIN",grossmarginDataBuffer, False) Dim netincomeWCDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#NET_INCOME:U2#WC:U8#None") api.Data.FormulaVariables.SetDataBufferVariable("NET_INCOME_WC" , netincomeWCDataBuffer , False) Dim netincomeUSDataBuffer As DataBuffer = api.Data.GetDataBufferUsingFormula("A#NET_INCOME:U2#US:U8#NONE") api.Data.FormulaVariables.SetDataBufferVariable("NET_INCOME_US" , netincomeUSData

HI Am looking to lock the accounts (Rev first and then COGS ), such that if the Rev load is done i should be locking the Rev account for a particular scenario, then lock COGS account based on the Input deadlines. Can anyone help me on this Regards Narayana (BOYD Corporation)