Rules

Hi all, I have a member formula with simple calculation (e.g., Account A / Account B), and there is a data access security set up upon account A. I am wondering if a user without account A access, can the user be able to see the calculated result? My hunch is that it will show access on the end results, may I know how OneStream will handle this? Thank you.

Dear Team, while opening the cube view, I am experiencing issue " Value was either too large or too small for a Decimal."  I can see that in BR for EndBal, one of the divided formula causing the issue I am thinking. I am trying to add the divide function, but it is not working. any suggestions on the new formula?  0 Kudos   Accept as Solution Existing furmula: Return api.Data.GetDataCell("VariancePercent(A#AVG_Daily_Sales:T#POV:U8#None,A#AVG_Daily_Sales:T#POVPrior12:S#Actual:U8#None)/100")   New furmula: Return api.Data.GetDataCell("(VariancePercent(Divide(A#AVG_Daily_Sales:T#POV:U8#None,A#AVG_Daily_Sales:T#POVPrior12:S#Actual:U8#None)),100)")    

Hello, I have a list of segments in WFText2 that I use as UD2 dropdown selection for my cube view.    So whenever I open my Form/Cube View I can see all segments excluding GBA_021, GBA031, GBA_032 and GBDP_001,  in UD2 Dropdown selection. My dilemma is, I am creating a confirmation rule that will loop for each UD2 that were not stated to be removed. I use this to get Text2: Dim WFText2 As String = brapi.Workflow.Metadata.GetProfile(si,si.WorkflowClusterPk.ProfileKey).GetAttributeValue(ScenarioTypeID.ScenarioType1, SharedConstants.WorkflowProfileAttributeIndexes.Text2) And the entire UD2: Dim GBA As List(Of Member) = api.Members.GetBaseMembers(api.Pov.ud2Dim.DimPk, api.Members.GetMemberId(dimtype.ud2.Id,"gba")) I initially used this GBA in my confirmation rule but it also includes those that were removed in WFText2 in the loop.   Any advise would be helpful.

I am looking to create a FX Rate finance rule or calculate to go get the planning scenario's last actual month's closing rate from the ClosingRate FX table. I am using the consolidation member C#Aggregated in the planning scenarios.  I know that C#Aggregated executes business rules at the base level only. Is there a workaround here or if I use C#Aggregated am I stuck creating FX rate tables for each planning scenario and copying last actual month rates forward to the planning periods? Appreciate any help or guidance.  Thanks 

Hi, has any one used DocumentFormat.OpenXml.dll coming v8 to create excel docs? It looks like it is working from standard extender BR once you add reference to DocumentFormat.OpenXml.dll and System.IO.Packaging.dll but it does not work when you do in a file within Workspace assembly as it complains about not finding the referenced System.IO.Packaging.dll even if the dependency is added   Thanks  

Hello Everyone, I need a Literal parameter which will dynamically calculate something like the prior forecast based on another parameter so i ended up writing an XFBR for that Literal parameter, something like below XFBR(HelperRule,GetPriorForecast). And now i need this Prior Forecast value for some Finance calculations. So I tried to retrieve the value of Parameter in the finance rule by using  BRApi.Dashboards.Parameters.GetLiteralParameterValueBut it returns the same "XFBR (Helper Rule, Get Prior Forecast)" rather than the Actual String Value. Strangely enough, if i use the same XFBR for Scenario Filter in a DM step, it picks up the proper string value. Curious Why would it not work when I try to retrieve its value in a finance BR?

Hi , I used the journal event handler extensibility rule available on the forum in order to segregate the approval and post process. The issue that i am having is that once the user submits the journal or quick posts it the page does not refresh on its own and the user has to manually refresh the page to the see the journal status . Basically it should show the submitted status and approval and reject buttons highlighted but it only shows that after the user manually refreshes. Is there a way we can refresh the page after the message is displayed?  

Hello! Any inputs or documentation for configuring the SFTP process with SIC?Recently we have installed the SIC and configured successfully and was able to pull the data. We are facing issues with the SFTP process with SIC, followed the SIC admin guide and configured by creating a new gateway and copied the Gateway info to the OneStream Smart Integration Connector Local GatewayServer Configuration Utility, but the status in OneStream shows as 'offline'.TIA!!

Hello All, Is there a quicker way to get the list of entities having data in a particular cube for a certain scenario and year combination, without using a finance business rule? One of the options I am thinking is to query the DataRecordsxxxx tables, but I believe that is not recommended...

Hi, is there a limit on the number of cells that can be updated through Table Views?  We have a large table, 250 rows by 140 columns.  When we try to update all values at once, there are many cells that do not update.  When we only load 10 or so rows at a time, it updates all values correctly. thanks, Greg

Hi Team, Is there any way to add/remove users/groups via business rule(dynamically).  i want to add user dynamically i.e not by clicking manually System---Security---Create user. Thank you in Advance really appreciate.   

Hi OneStreamers,  is it somehow possible to reference a System Extender rule from an application level business rule (e.g. Dashboard XFBR String)? We would need this to centralize some functions, that should be available and standardized across multiple OneStream applications.   Thanks Markus

Hello OneStream Community, I'm seeking guidance on a functionality related to POV selection within the OneStream application and its transmission to Excel. Specifically, I'm curious if it's feasible to automatically capture the user's selected POV from OneStream and populate it into Excel cells using table views once the Excel application is initiated from OneStream. In my current setup, I've created a custom cube view that allows users to select certain POV members. There is also a custom button that exports the cube view in Excel using spreadsheet rules. The goal now is to have the user-selected POV members auto-populate within Excel cells. Has anyone implemented this functionality or does anyone know if this is possible? Any guidance or insights would be greatly appreciated. Thanks in advance for your help!

Hi - I have a dashboard XFBR business rule that calculates totals for members with a specific text value in a cube view. The rule is working as designed, and I have a couple GetDataCell functions in separate columns that reference these totals. However, I also have a UD8 member for variance analysis purposes that need the totals to determine whether or not a value exceeded a threshold - how do I pass what my business rule calculates into my UD8 formula? Here's the business rule for reference: If args.FunctionName.XFEqualsIgnoreCase("CVMath") Then 'Math function used in CV Dim MathFunction As String = "GetDataCell(" 'Suffix for GetDataCell function Dim Suffix As String = "):Name(Total)" 'Get ColNames to use in Math Function Dim ColNametoSum As String = args.NameValuePairs.XFGetValue("ColName") 'Prefix Dim ColMath As String = "CVC(" & ColNametoSum & "," 'Get cube view member filter Dim cvMemberFilter As String = arg

Hello All, Could be a very simple question but need help. I have a calculation F#Flowmember= T#TimeMember1+T#TimeMember2 +T#TimeMember3 in Local which works fine.I want a similar calc in USD as well, so i run the same custom calc through DM Step just changing the Consol Member to USD. Now the problem is, when i run consolidation. the USD Calculated values are overwritten by translation numbers which i dont want to and retain the custom cal which i did in USD. Any idea on this one..THanks in advance..

Dear Community,   I'm currently working with event handlers and need to retrieve workflow-related information within the FinalizeValidateIntersect operation. I'm using si.WorkflowClusterPk to access this data, but I'm exploring alternative approaches to avoid relying solely on this method. Thank You.

Where can we find snippets for OneStream C# Business rule ? I have searched on marketplace but did not find.

Business Rule

Hi, All Any insights or suggestions on how to resolve these obsolete functions after update (we are currently 7.4.2) would be greatly appreciated. Dashboard Extender: 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.'. Public Shared Overloads Sub SetCultureInfoForUserToThread(si As SessionInfo, thread As Thread)' 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.'. Connector:  Access of shared member, constant member, enum member or nested type through an instance; qualifying expression will not be evaluated.   Thank you in advance! 

Hi, I'm curious to find out how I can trigger a calculation for any consolidation member that requires a parent reference, such as OwnerPostAdj, through a data management step using member filters. I just want to trigger a fast calc for all entities for this consolidation member to push a value and get instant feedback to the user in a dashboard, I don't actually want to aggregate/consolidate to the top. I can run it for a specific entity with reference to its parent but I don't understand how I'm supposed to input it here if I want to run it for each valid entity-parent intersection. Looping and executing it multiple times is not an option.  See below for what I want to accomplish.     

A = 50% allocated to B , 40% to C,  -90% to A What will be the best approach to allocate data between entities?  Also, If you have a code snippet for data buffer that will be helpful. 1. Data Buffer 2. ADC  

I am writing a member formula/dynamic BR where i have to get 'YTD" like cumulative members but instead get it from month 7 onwards i.e. if i want to get cumulative data from month 7 onwards, i wrote a very rudimentary code to do this and it works but checking if we have something better. Please let me know if there is something better: If api.Pov.Cube.Name = "Ledger" Then If (api.Cons.IsCurrency()) Then Dim fiscalYearShort As Int16 = CInt(Left(api.Pov.Time.Name, 4)) Dim periodLabel As String = api.Pov.Time.Name Dim periodIdentifier As Integer = api.Pov.Time.MemberId Dim periodSequence As Integer = api.Time.GetPeriodNumFromId(periodIdentifier) Dim filterString As String = "V#Periodic:A#IncStmt:F#EndBal:O#Top:U1#TotCC:U2#TotRegion:U3#TotDept:U4#TotLevel:U5#Reporting" Dim dataCellResult As DataCell = api.Data.GetDataCell(filterString) Dim cumulativeAmount As Decimal = Nothing If fiscalYearShort < 2023 Then

Hello --  I'm trying to isolate a data point sitting at an Account parent with USD as the currency, then copy that value to a different account.  Then, I want to use the second account to seed another in different scenario and account structure, where it will NOT translate (plan to use flow dimension to accomplish that part). For the first part of this, I'm trying to hold the USD value by inserting into another account. api.Data.Calculate("A#BPA_InvestSubs_USD:C#USD = A#InvestmentSubsidiaries:C#USD") Is something like this possible?  I'm getting an error about invalid destination when I attempt to consolidate.  Is an Eval needed instead?  What might one look like for this if so? I'm new to OneStream - appreciate any tips and thoughts. Thank you!  

Dear community, I am working on some Data Buffer and I noticed something : As you can see (if it's not too small ...), the Data Buffer is not taking into consideration the data units (that makes sense) and not the View dimension either. However, the data units will have the dimensions : Cube, Entity, Parent, Consolidation, Time, and Scenario. --> Hence, where is the "View" member in all that ? Am I missing something ?   Regards,  

I am Running a Dashboard Data set rule. The process is a bit longer. For Each EntMem As MemberInfo In BRApi.Finance.Members.GetMembersUsingFilter(si, Brapi.Finance.Dim.GetDimPk(si, "DimName"), "E#Top.Base", True) For Each Parent As Member In BRApi.Finance.Members.GetParents(si, Brapi.Finance.Dim.GetDimPk(si, "DimName"), EntMem.Member.MemberId, True) If EntParentCheck.Contains(Parent.Name) Then Dim customSubstVars As New Dictionary(Of String, String) customSubstVars.Add("dmTime", Time) customSubstVars.Add("dmScenario", Scenario) customSubstVars.Add("dmEntity", Entmem.Member.Name) customSubstVars.Add("dmParent", Parent.Name) customSubstVars.Add("FileName", FileName) BRApi.Utilities.StartDataMgmtSequence(si, "Export Cube Data", customSubstVars) End If Next Next ERROR: Not enough quota is available to process this command. I think it is generally with long running jobs on OS Dashboards?