Rules

Hi Everyone,  I have a source file which contains multiple accounts in the columns for one month. These accounts are not there in the cube. I do not have a ud4 dimension in the source file. Each source account should be mapped to an account and Ud4 member. for ex: Account a001 has to be mapped to account A#a1 and Ud4#cost. Similarly Account b001 has to be mapped to account b#b1 and Ud4#sale. A#[a001]=A#[a1]:UD4#[cost] A#[b001]=A#[b1]:UD4#[sale] How can this be achieved in the transformation rule. Also, the data source needs to have ud4 or not. Thanks, Jeevan

I have a need to read a cell value from a Spreadsheet object (Cell D3 to be specific) that will change the color of a button object in a dashboard. The cell converts color parameters to ARGB style, and I want to use this to show an example of the color in another object. Thoughts? I want the cell vale to set a literal parameter which will refresh the object

Hi all,it is pretty straight forward in an dashboard extender rule to return a message box to be displayed to the user in the dashboard (like the picture below).The question I have is: is it possible to prompt the user with what I would call an interactive prompt, a prompt having a Yes and No buttons for example, and for the dashboard extender rule code to store the result of the selection for use in the rule code itself? This would be useful when displaying a warning for example. We could prompt the user with the warning and then ask if they still want to proceed or not. Thank you

Hello, I am trying to get my dynamically created buttons to execute a server task. I can create all the buttons I need in my dynamic dashboard, but as soon as I try to get them to execute a dashboard business rule, I get an error message : I have checked my services, and Everything gets validated. My WsDynamiccomponentCollection is as follow : Dim currentcomps As WsDynamiccomponentCollection = api.GetDynamicComponentsForDynamicDashboard(si, workspace, dynamicDashboardEx, string.empty, Nothing, tristatebool.TrueValue, wsdynamicitemstatetype.EntireObject) I am also using the functions SaveDynamicDashboardState and SaveDynamicComponentState : api.SaveDynamicDashboardState(si,dyncomp2,dynamicDashboardEx,wsdynamicitemstatetype.EntireObject)                            api.SaveDynamicComponentState(si,dynamicDashboardEx.DynamicDashboard,dyncompex2,wsdynamicitemstatetype.EntireObject) (dyncomp2 and dyncomp2ex being the butt

We're moving most of the Business Rules to Workspaces Assemblies under PV 8.4.- We have several Extensibility Rules that are run by multiple Data Management (DM) Jobs like you.- Hence, we included separate DM Step Services (DMSS) in the same Service Factory (SF).- The result of this SF setup was chaos.- We saw that launching one DM Job by a given DMSS in the SF will also launch other DM Jobs by their DMSS in the SF. We couldn't find enough practical advice on the SF/DMSS setups in the Design Guide to overcome this chaos.Pls share how to set up Data Management Step Services in a Service Factory to launch one Extensibility Rule/DM Job at a time. TY.

I cannot find any literature on this - I have a custom calculate rule, how to I call it from a DM step? This is what I have in DM step, but I keep getting the below error: Below are some additional info on my set up: Thank you.

Hello OS Community - We are running into below error while trying to load 1 + million records from SAP via connector business rule. Tried with all the options on Cache Page Size limit, at present it is set as below. We did not have any luck so far. Any recommendations or guidance is much appreciated. Summary: The remote server returned an error: (502) Bad Gateway   Thanks.

Pls share how to use one Button to launch several Data Mgmt Sequences in parallel.- Not several Data Mgmt Steps in one Sequence.TY.

We are using an extender business rule to run FdxExecuteDataUnit and write the data (with dimensionality) to a file.  The file generated seems to be a standard format with a column for each dimension.  Does anyone have any ideas on how to include the Member IDs in the file export? Thank you,  Denise

I am having difficulty writing an amount to a prior month via a Finance business rule.  Specifically, for forecasting purposes in the last month of a quarter we calculate an excess amount and then want to spread that amount to the last two months in the quarter.  I can successfully calculate and write to the last month but cannot seem to write to the prior month.  For example, in Q2 as of June calculate the excess amount and then write 50% in May and 50% in June.  Has anyone been able to accomplish something like this?  Thanks in advance. 

Hello Community,I'm writing a rule to copy data from one scenario to another using api.data.calculate.However, I would like to exclude some accounts from being copied. Something like the following:api.Data.Calculate("V#YTD:S#ACTUAL=RemoveZeros(V#YTD:S#ACTUAL_TEST)","A#Root.Base.remove(A#CAPEX_ACCOUNTS.Base)") I understand that the Remove function will not accept a member expansion. Members to be removed must be listed in the function as specified in this post:"What is the best approach to “subtract” members in a hierarchy, the following member filter is not returning the expected results. E#Tot_Mgmt.Remove(Houston) | OneStream Community"But is there any alternative to do it without listing accounts to remove one by one ?Any help is appreciated!Thank you

Hello, I'm trying to calculate an External and Internal Gross Profit calculation based off a few conditions. To calculate External/Internal GP, I need to allocate the ExtCGSOther group + OpExp using our UD1 MFGResale between External/Internal using an allocation basis of ExtMLBS and IntMLBS (with the exception of account 6123 which is 100% External). I need this calculation to be on a dept by dept basis. I'm not really sure where to start and I tried looking at Golfstream but couldn't find anything that fits what my company is asking me to build. Thanks, Will

HelloWe are using the BRApi.Utilities.SaveFileBytesToUserTempFolder command in a dashboard extender rule to open a file generated by IFS.  It will create PDF or Excel files based on the extension of the file.When the user tries to open either file type they get one of the following errors.I am able to locate the generated file in my Temp folder but it won't let me open from there either.Has anyone see this or know of a solution?  I am aware it is a MS issue probably not OS, but was just thinking there may be a new way to generate these files so MS doesn't think they are corrupted.The client is currently on 7.4.2.  They had previously been on 6.8.1 but apparently have not used this dashboard since then.Thank youCR 

Dear all, We have 2 custom calculate functions (Finance BR) that are executed one after the other. The 1st one uses V#Period as POV and the 2nd uses V#YTD as View POV. These POV are set on the data management steps that use these functions.We'd like to merge both functions into one to simplify maintenance but the fact that they use different View POV creates an issue; if the data management steps uses V#Periodic or V#YTD, one function will work properly but not the other. Do you know how it can be set as a fixed View POV into the functions itself? Maybe there's a way updating the value of the "args" variable that is used as an input into the formula.Thank you for the help and guidance.Best regards,Carlos 

We have FX rates published in a table to/from virtually every currency in the world. However, this is something like 70k rates a month and the vast majority are for currencies we don't use in our OneStream application. The majority of the rest are for combinations that we don't use. Of these tens of thousands of rates, only about 25-30 are actually relevant. I'm trying to automate this filtering using the currency filter from the application properties, which returns a simple comma-separated list, like so: CAD,EUR,JPY,USD In this example, I want all rates to/from USD. So, I ditch the ",USD" and want to filter on the three remaining currencies: CAD,EUR,JPY Writing a query in SSMS, this is trivial. Writing the query with straight up string manipulation in the BR is also straightforward. However, I'm trying to be (perhaps needlessly strict/cautious) by passing this in as a parameter. This makes me want to use my laptop as a non-brand-specific flying disc and restart life as a hermit in a

I encountered this Boolean today for the first time after writing (and reviewing) code for five years.  There is no mention of it that I can find in the documentation.  Based on the name itself, I can guess that this is a Boolean to make sure you're not on C#Elimination or any other of the "non-Currency" members of the Cons dimension.Have I guessed correctly?

Hello,I'm working on a rule that drills back into source stage data from the target summary table. I'm receiving an error on the ReadSourceDataForSummaryRow line that the method or operation is not implemented. I've verified that the parameters I'm passing are correct and in the correct format.Dim importTable As List(Of TargetDataInfo) = BRApi.Import.Data.ReadSummaryTargetData(si, si.WorkflowClusterPk, Nothing) If importTable.Count > 0 For Each importLine As TargetDataInfo In importTable Dim summaryRowID As Guid = importLine.SummaryRowID api.LogMessage("before, summaryRowID: " & summaryRowID.ToString) Dim sourceLinesForSummaryID As List(Of SourceDataInfo) = BRApi.Import.Data.ReadSourceDataForSummaryRow(si, summaryRowId) api.LogMessage("after") Next End IfHas anyone else encountered this issue before? I'm working in OS version 8.2.3, but didn't see anything relevant in subsequent release notes.Thank you!

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

Hello, I have a weird behaviour when defining dynamically the dashboard layout. If I define dynamically the dashboard layout to be either a vertical stack panel, horizontal stack panel, or uniform, then all of my components render as expected. However, if I want to define them as grid (3 rows, 2 columns), then nothing is rendered. I did use (in that order, if that has any consequences) : contant DashboardLayoutType.Grid property GridLayoutDefinition.RowDefinitions as a list of xfgridlayoutrowdefinition property GridLayoutDefinition.ColumnDefinitions as a list of xfgridlayoutcolumndefinition The logs are telling me that the dashboard indeed is now a grid with 3 rows and 2 columns, however all of my components are not rendered in the dashboard. Being a grid : Being a vertical stack panel, horizontal stack panel, or uniform :   I do know that a grid is intepreted differently as a XAML grid class but I have no clue why it wouldn't be rendered with my components in it. Any help or

Hello, I can find no documentations about the "GetDynamicAdaptersForDynamicComponent" that is under the dynamic dashboard services. How to use it ? How to define a dynamic adapter ? My goal is to create dynamically a label component (which is done), but I would like to add a data adapter to it. Unfortunately, I haven't been succesful in dynamically linking a data adapter to my label :   Regards,

Hi, I am working on extracting data from a Cube view to a flat file. I am using FDXExecuteCubeView query to extract. The extract file is executed to run for one year. I am seeing for each Entity, Scenario, Time (DU) a log entry is created in Task Activity. The Task Activity is getting flooded with cube view log entries. Is there a way to stop the Cube view entries for each Page (Entity, Scenario, Time).? On the Cube view I have the log setting set to False and also in the FDXExecuteCubeView setting I have the logStatistics setting set to False. Is there a way to not log the entry for each time cube view is run for (Entity, Scenario, Period)?  Appreciate your inputs!

Hello,I am trying to execute this assembly at load time for this specific dashboard.The rule executes as expected, but I cannot seem to get the parameter to function properly. Here is how it is returning in the log:It's as if it is not reading it as a parameter at all. Any suggestions? 

Our beginning balance formula is as follows: 'Check to see if we are in period 1If api.Time.IsFirstPeriodInYear() Then      ......... Else     ............... This formula worked perfectly rolling from 2023 into 2024, but now in 2025 we are having issues. EX: In Feb 2025, the beginning balance is reverting back to Dec 24 instead of Jan 25. Any insight into where I might start in figuring out this error? I tried looking at our business rules for api.time and didn't see anything that stood out.  Thanks!  

Hello Experts, I am wondering if any one has worked on requirement where 2 entities need to be translated at 2 different rates for Budget scenario. I know how we can translate entire scenario by historical rate. I am not sure having entity filters will work in this case or I should be looking at different approach?Thanks,MP

Hello,Something a little different here. Below is an OS Dashboard. The client is leveraging SmartLinks to navigate specified users here (via Email). Upon selecting the link, the user is navigated here on the browser.The first red box indicates the Project to select. SmartLinks allows this to be prepopulated so the dashboard is defaulted with the correct information upon arrival.Everything is working as expected besides the pesky SQL table editor component. Web View:It is important to note that the SQL Table Editor component is populated via Dashboard Extender rule, which is executed when the Project is selected. In this case, the project is already selected, but I cant seem to get the extender rule to execute upon arrival to the dashboard. Any ideas? I want to believe this is less with the new SmartLinks feature and more with standard OS logic.