Rules

Currently I have a button on a dashboard that will run a business rule that checks if a specific load task is completed.  If it is, it will trigger a data management job to run.  If the load job is not completed the process ends.  I would like to trigger a pop-up window telling the user if the data management package is not going to run.  So far I have been unable to figure out the commands to do this with-in my business rule.   Thanks, Tom

Does someone knows the syntax to call a memberlist that is written in a Finance MemberList service accessed via a service factory? I've tried many forms but cannot get to my code. Thanks

Hi Everyone,Has anyone worked on establishing an SFTP connection in extensibility rules using a PPK file? I am currently facing an issue where, despite setting the SshPrivateKeyPath property in the session options, I receive the error: "No supported authentication methods available (server sent: publickey)."Any insights or solutions would be greatly appreciated.Thank you,Mithun

Does anyone know if you can create an Excel spreadsheet from Business Rules? I do not mean a csv file - I need to create multiple sheets. The OpenXMLBuilder object doesn't seem to have anything with writing files. I don't want to use a third-party object as that would require an installation or download. Thanks for any suggestions.

I am writing a simple api.data.calculate code in C#. Somehow it is not able to recognize Durable data "true" but it does work vb.    

Hi,I need to use inside my Table View service some parameters that are bound to combo boxes in order to write a query, and execute it when the "SaveTableView" function is called. Unlike the "GetTableView" function, SaveTableView's signature doesn't provide a parameter that contains all substitution variables (Dictionary<string, string> customSubstVars for GetTableView)I also tried setting the customSubstVars dictionary into the BRGlobals from the GetTableView function, but once you try getting the dictionary from the globals, it returns null.Is there no way of getting this customSubstVars dictionary to use it inside SaveTableView?

I have a dashboard where I created Parameter1 using bound list which is referenced in a combo box. A button then passes the data to the business rule. The issue I am having is that it only recognizes the first selected member and ignores all other selected members. How do you pass a multiselect list from combo box in Dashboard in order to loop through the list?

Hello OS Community - We are in process of testing 8.5 version upgrade and running into below error on one of the BR, looking for solution any help is appreciated. Error at line 963:  Overload resolution failed because no accessible 'GetMemberInfo' is most specific for these arguments:    'Public Overloads Function GetMemberInfo(si As SessionInfo, dimTypeId As Integer, memberName As String, [includeProperties As Boolean = False], [dimDisplayOptions As DimDisplayOptions = Nothing], [memberDisplayOptions As MemberDisplayOptions = Nothing]) As MemberInfo': Not most specific.    'Public Overloads Function GetMemberInfo(si As SessionInfo, dimTypeId As Integer, dimNameOrEmpty As String, includeInheritedDims As Boolean, memberName As String, [includeProperties As Boolean = False], [dimDisplayOptions As DimDisplayOptions = Nothing], [memberDisplayOptions As MemberDisplayOptions = Nothing]) As MemberInfo': Not most specific.  

What is the default state of IsDurableCalculatedData if left out of an api.data.calculate statement?  I'm assuming it's false but I just want to double check.I'm seeing an api.data.calculate statement which contains an "onEval" statement, then a comma, then False.  If I look at Intellisense, the first field after the "onEval" is userState, followed by the Boolean for IsDurableCalculatedData.  How should I read this statement?  Is the False referring to the userState or to the IsDurableCalculatedData Boolean?Thanks,Bob

I'm making a simple event handler rule that sends an email when a workflow is processed. I would like the email to include the datetime when it was processed, the user who did it, the workflow, workflow profile and entity. However I've only been able to include the date and time. My code is structured like this: Main calls the sub XFR_HandleEndProcessCube() Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As DataQualityEventHandlerArgs) As Object Try Dim returnValue As Object = args.DefaultReturnValue args.UseReturnValueFromBusinessRule = False args.Cancel = False Select Case args.OperationName Case Is = BREventOperationType.DataQuality.ProcessCube.EndProcessCube Me.XFR_HandleEndProcessCube(si, globals, api, args) End Select Return returnValue Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function XFR_HandleEndProcessCube() sub sends the email, using the help

All,I have a form populated with data & I am trying to retrieve the data through the Finance BR under calculate. It is not displaying the data in the error log.Sample Data. I am trying to retrieve the data at Parent Entity with Base ICP intersection. BaseICP - 3000Parent Entity - P10000.2The below is the code If api.Pov.Scenario.Name="Actual" And api.Pov.Cons.Name="Elimination" Then              Dim Entity As String = api.Pov.Entity.Name              Dim Parent As String = api.Pov.Parent.Name              Dim Ownership As Decimal = api.Data.GetDataCell("E#" & Parent & ":C#Local:S#ActualOwnershipCalcs:A#UltimateOwnership:F#None:O#Top:I#" & Entity & ":U1#None:U2#None:U3#None:U4#None:U5#None:U6#None:U7#None:U8#None").CellAmount       &nbs

I'm trying to build a label that shows target goals for each entity. Now since each region has different goals. I'm looking for my label to change the value based on the entity selected.  Here is an example (We're still in development so not the most eye catching) Its referencing a parameter --  How can I pass a condition or a rule that reads the POV entity and shows me that specific value.

We are working on a POC to extract data using FdxExecuteDataUnit.  We are using an Extensibility business rule and running it using a DM job.  I am getting assistance from our corporate IT group as I am not good with C#.  The business rule is writing data to a table and then is taking the data from the table and putting it in a text file.  There is something missing or wrong with this and I am hoping someone can help with the code since I do not have access to the TechTalks that focus on FdxExecute. The code was written to do the FdxExecuteDataUnit and then also write some sample data to the table.  This way if the FdxExecute does not generate any data we at least get a file with the sample data.  I am getting a file but it only has the sample data spelled out in lines 100-150 of the business rule.  I am also getting the following warning when I compile the rule:  "1) Warning at line 54:  Unreachable code detected" If I comment out that line

I've tried to implement this function as per the Business Rules Editor snippet: Dim objByte() As Byte() = BRApi.CubeViews.Process.ExportCubeViewGridsToExcelFile(si, custSubstVarsForAllCubeViews, cubeViewNamesAndVars) However, I've had a few problems with this, the main one being that I've been unable to save whatever it returns to an Excel file. Here's what I've tried: Dim fileName As String = "test.xlsx" Dim filePath As String = $"Documents/Users/{StringHelper.RemoveSystemCharacters(si.UserName,False,False)}" Dim XFfileDataInfo As New XFFileInfo(FileSystemLocation.ApplicationDatabase,fileName,filePath) Dim XFfileData As New XFFile(XFfileDataInfo, String.Empty, objByte) BRApi.FileSystem.InsertOrUpdateFile(si, XFfileData) Whenever I run this code the output file is an XML. How do I save this to a .xlsx file?

Hi All - I have a scenario where I need to copy the data from Parent Entity to the Base Entity with ICP.  ThanksKrishna

Hello All, SetDataCellsUsingMemberScript() seems to only write the last value added to list.  I am successfully adding 14 records to the objMemberScriptValues list (I can loop through them and see the 14 unique intersections) but only the last one is being updated in the cube. I'm looping through the records in a datatable and then each intersection is added to the list: '*********************************************** For Each row As DataRow In dt.Rows   strProfileName = row.Item("ProfileName").ToString strCube = row.Item("Cube").ToString strEtT = row.Item("EtT").ToString strCnT = row.Item("CnT").ToString strSnT = row.Item("SnT").ToString strTmT = row.Item("TmT").ToString strVwT = row.Item("VwT").ToString strAcT = row.Item("AcT").ToString strFwT = row.Item("FwT").ToString strOgT = "Forms" strIcT = row.Item("IcT").ToString strU1T = row.Item("U1T").ToString strU2T = row.Item("U2T").ToString strU3T = row.Item("U3T").ToString strU4T = row.Item("U4T").ToString strU5T = row.Item("

Hi experts, hoping someone can guide me.   Our P&L is recorded by Line of Business (UD2), however our balance sheet is recorded to UD2 None.  FPA has a requirement that they currently handle manually to "allocate" the balance sheet to the lines of business based on the percent of revenue.  Our partner initially achieved getting closer by using a dynamic formula on UD8.  This does not ultimately provide the accurate results at the consolidated level (due to nature of dynamic formula).  We believe we need to change this to a formula pass but it is proving to be challenging.   We are open to suggestions, using UD7 (tracking) or UD6 (reporting).  I am also open to creating a mini alt acct hierarchy since it really only needs to apply for a handful of summary level accounts.  (Coding examples would be so very appreciated!)  Thank you! 

I'm trying to execute a calc after an input data in a CV, when the user click in the OS default save button (giving the flexibility to use a DB, CV or Excel addin with the same CV) Is possible?

Hi, we are implementing OS at present, and this is our first-ever project in OneStream; I need guidance on Business Rules. I am not sure what business rules we need to consider after and before we import the data from the Client system to match the client's legacy system data with OneStream numbers.Thanks,Preeti

I'm trying to lookup the users in a workflow execution group so I can e-mail them when the harvest batch process runs successfully. Below is the code I'm using to try and lookup the users within a workflow execution group. The problem is I don't know what to put in the "WorkflowGroupType" as Integer argument.  I know that any number between 0 and 1249 will allow the function to run, but putting 1250 will error the function. I created a loop just to see if I could get any of the valid values to return something and didn't have any luck.    Has anyone been able to successfully do this? Thanks!

May I have an example of using UserState Parameter in the Api.Data.Calculate? Thank you  

Is it possible to copy a value from one cube to another mutually exclusive cube with a Custom Calculate business rule? I am trying to copy a value from the Cb#Financial cube to the Cb#CASH cube.  However, using the “api.Data.Calculate” code below I get the error “Invalid destination data unit in script” even though the Data Unit defined in my Data Management step matches the target cube Data Unit.Dim sTops As String     = ":C#Local:S#AOP_Final:V#Periodic:A#BGMOPEX:F#EndBal_Input:O#BeforeAdj:I#None:U1#TopUD1:U2#TopUD2:U3#SALARY:U4#TopUD4:U5#TopUD5:U6#TopUD6:U7#None:U8#GC_USD"     Dim sNones As String = ":Cb#CASH:E#US01:S#CashForecast_Forecast:T#2024M10:C#Local:V#Periodic:F#EndBal_Input:O#Forms:I#None:U1#None:U2#None:U3#NoVendor:U4#None:U5#None:U6#CashForecast_Plan:U7#None:U8#GC_USD"                            

Hi All,As the name states above I'm trying to dynamically modify suppression settings on a column in a CV based on a value selected in a parameter. So for example let's say if a user selects an option from a parameter I want to modify suppression settings on certain columns based on that selection choice. I have two questions:Is there a way to do this?If there is a way, how would this business rule/function be passed? In the CV? In the Cube? Thank You...Any assistance on this would be extremely helpful. 

Hello, I'm somewhat new to writing code for confirmation rules. I'm trying to create a confirmation that is only for 1 entity and we'd like it in our general rule groups for confirmation rules and not have to create it's own rule profile.  Basically we need to the rule to be If WFProfile Entity <> 02140 return True, if not then (enter rule I already created). I couldn't find anything in the documentation about making it entity specific and excluding other entities. Thanks, Will

Hi, Is it possible to attach a file from the public folder to the mail using the function, BRApi.Utilities.SendMail(si, emailConnectionName, toEmailAddresses, subject, body, attachmentFilePaths) Would appreciate any assistance. Thank You.